2024-05-30T18:28:00-04:00 2023-12-31 201767081 TATSUGUCHI CPA LLC 1314 S KING ST STE 309 HONOLULU HI 96814 990PF 2023-01-01 472621382 THOMAS AND SUMIE MCCABE FOUNDATION THOM 8086383987 PO BOX 240908 HONOLULU HI 96824 BART M KOZA SECRETARY 8086383987 2024-05-16 BART M KOZA XXX-XX-XXXX true REID TATSUGUCHI P00194634 8085892100 2024-05-16 2023 2023-04-26 12:10:37Z X 2521829 X X 1 1 1 60736 60736 60736 36674 134736 36674 97411 97411 60737 24000 9600 14400 3927 3927 15065 15065 1000 1000 43992 29592 14400 100000 100000 143992 29592 114400 -46581 67819 60737 68474 89211 89211 10576 5279 5279 2489360 2427339 2427339 2568410 2521829 2521829 0 X 2568410 2521829 2568410 2521829 2568410 2521829 2568410 -46581 2521829 2521829 FHB WEALTH MANAGEMENT P 2023-01-01 2023-12-31 134736 98062 36674 36674 36674 943 943 943 3275 3275 2332 2332 false false false false false false false true false false false false false false true N/A BART M KOZA 8086383987 PO BOX 240908 HONOLULU HI 96824 false false false false false false false false false false false false false false false false false false false false false SANDRA C TADAKI 155 PAOAKALANI AVE APT NO 503 HONOLULU HI 96815 PRESIDENT 1.00 8000 0 0 CINDY SUZUKI PO BOX 235016 HONOLULU HI 96823 VICE-PRESIDE 1.00 8000 0 0 BART M KOZA PO BOX 240908 HONOLULU HI 96824 SECRETARY 1.00 8000 0 0 NONE NONE THE FOUNDATION RECEIVES APPLICATIONS FOR GRANTS FROM VARIOUS CHARITABLE (501(C)(3)) ORGANIZATIONS. THEY ARE EVALUATED AND GRANTS ARE MADE. 114400 N/A 2841371 95961 0 2937332 2937332 44060 2893272 144664 144664 943 943 143721 143721 143721 114400 114400 143721 93193 114400 93193 21207 122514 THOMAS SUMIE MCCABE FOUNDATION C/O BART KOZA PO BOX 240908 HONOLULU HI 96824 8086383987 GRANT APPLICATIONS ARE AVAILABLE BY MAILING A REQUEST TO THE FOUNDATION. APPLICATION MUST INCLUDE: 1. NAME OF ORGANIZATION 2. LIST ALL OF THE ORGANIZATION'S/INSTITUTION'S MANAGERS, INCLUDING A SHORT BIOGRAPHY DETAILING THEIR BACKGROUND, EXPERIENCE AND QUALIFICATIONS. 3. LIST THE ORGANIZATION'S/INSTITUTION'S HISTORY OF COMMUNITY SERVICE AND A HISTORY OF ITS ACTIVITIES/PROGRAMS. 4. DESCRIBE IN A LETTER THE GOALS AND OBJECTIVES OF THE ORGANIZATION/INSTITUTION AND HOW THE FUNDS WILL BE UTILIZED. 5. EXPLAIN THE ORGANIZATION'S/INSTITUTION'S FINANCIAL NEEDS. PROVIDE INFORMATION OR FINANCIAL STATEMENTS THAT WILL CONFIRM THE ORGANIZATION'S/INSTITUTION'S FINANCIAL SITUATION. 6. LIST THREE (3) REFERENCES THAT CAN ATTEST TO THE ORGANIZATION'S/INSTITUTION'S MANAGERS, PROGRAMS, ACTIVITIES, PRACTICES, ETC. INCLUDE EACH REFERENCE'S PHONE NUMBER, ADDRESS AND EMAL. 7. ATTACH A COPY OF THE ORGANIZATION'S/INSTITUTION'S IRS DETERMINATION LETTER AS A 501(C)(3) ORGANIZATION/INSTITUTION. 8. HAVE THE APPLICATI APPLICANTS MUST SUBMIT THE COMPLETED APPLICATION AT THE FOUNDATION'S ADDRESS POSTMARKED NO LATER THA ALL ORGANIZATIONS/INSTITUTIONS RECEIVING GRANTS FROM THE FOUNDATION MUST SUBMIT A WRITTEN REPORT DESCRIBING THE USE OF FUNDS, HOW THE ORGANIZATION/INSTITUTION COMLIED WITH THE TERMS OF THE GRAN, AND THE PROGRSS MADE BY THE GRANTEE TOWARD ACHIEVING THE PURPOSES FOR WHICH THE GRANT WAS MADE. THE GRANTEE SHALL MAKE SUCH REPORTS AS OF THE END OF ITS ANNUAL ACCOUNTING PERIOD WITHIN WHICH THE GRANT OR ANY PORTION THEREOF IS RECEIVED AND ALL SUBSEQUENT PERIODS UNTIL THE GRANT FUNDS ARE EXPENDED IN FULL OR THE GRANT IS OTHERWISE TERMINATED. SUCH REPORTS SHALL BE SUBMITTED TO THE FOUNDATION NO LATER THAN SIX (6) MONTHS AFTER THE CLOSE OF THE GRANTEE'S ANNUAL ACCOUNTING PERIOD. WHEN THE GRANT FUNDS ARE FULLY EXPENDED, THE GRANTEE MUST MAKE A FINAL REPORT WITH RESPECT TO ALL EXPENDITURES MADE FROM SUCH FUNDS (INCLUDING SALARIES, TRAVEL AND SUPPLIES) AND SUMMARIZE THE PROGRESS MADE TOWARD THE GOALS OF THE GRANT. IF THE GRANTEE FAILS TO SUBMIT A TIMELY REPORT TO THE FOUNDATION, THE FOUNDATION SHALL AMERICAN RED CROSS OF HAWAII 4155 DIAMOND HEAD RD HONOLULU HI 96816 NONE 501(C)(3) FURTHER DONEE'S CHARITABLE PURPOSE 20000 CATHOLIC CHARITIES HAWAII 1822 KEEAUMOKU ST HONOLULU HI 96822 NONE 501(C)(3) FURTHER DONEE'S CHARITABLE PURPOSE 13000 DOMESTIC VIOLENCE ACTION CENTER PO BOX 3198 HONOLULU HI 96801 NONE 501(C)(3) FURTHER DONEE'S CHARITABLE PURPOSE 15000 FAMILY PROMISE OF HAWAII 245 N KUKUI ST HONOLULU HI 96817 NONE 501(C)(3) FURTHER DONEE'S CHARITABLE PURPOSE 9000 FEEDING HAWAII TOGETHER 2522 ROSE ST HONOLULU HI 96819 NONE 501(C)(3) FURTHER DONEE'S CHARITABLE PURPOSE 5000 HAWAII FOODBANK INC 2611 KILIHAU ST HONOLULU HI 96819 NONE 501(C)(3) FURTHER DONEE'S CHARITABLE PURPOSE 13000 HAWAII MEALS ON WHEELS INC PO BOX 236099 HONOLULU HI 968233520 NONE 501(C)(3) FURTHER DONEE'S CHARITABLE PURPOSE 10000 ST FRANCIS HEALTHCARE SYSTEM OF HI 2228 LILIHA ST STE 300 HONOLULU HI 96817 NONE 501(C)(3) FURTHER DONEE'S CHARITABLE PURPOSE 5000 THE INSTITUTE FOR HUMAN SERVICES 546 KAAAHI ST HONOLULU HI 96817 NONE 501(C)(3) FURTHER DONEE'S CHARITABLE PURPOSE 10000 100000 14 1 14 60736 14 36674 97411 97411 false false false false false false false false false false INDIRECT ACCOUNTING FEES 3927 3927 NOT REQUIRED TO PROVIDE A COPY. ALTERNATIVE INVST 333795 333795 INTERNATIONAL EQUITY 427172 427172 TAXABLE FIXED INCOME 945575 945575 U.S. EQUITY 720797 720797 5279 5279 EXPENSES BANK SERVICE FEE INVESTMENT ADVISORY FEES 15065 15065 FEDERAL INVESTMENT TAX 1000 1000