2025-10-15T23:12:51-05:00 2024-12-31 834408114 Yutaka Utsunomiya CPA 1201 N Catalina Ave 3208 Redondo Beach CA 902773208 990PF 2024-01-01 990282532 Wally Yonamine Foundation WALL 3105434778 4595 Waikui St Honolulu HI 968211144 Wallis Yamamoto Secretary 3105434778 2025-10-05 1 0 Yutaka Utsunomiya P02234821 2134259051 2025-10-05 X 2024 2025-03-06 01:10:19Z X 236620 X 1000 X 3587 3587 3587 10213 101161 10213 0 14800 13800 3587 0 0 0 0 400 400 400 0 11033 2215 2215 0 11433 2615 2615 0 12000 12000 23433 2615 2615 12000 -8633 11185 972 15824 7191 236620 15824 7191 236620 0 0 X 0 0 0 0 15824 7191 15824 7191 15824 7191 15824 -8633 0 7191 0 7191 2.308 INVESCO DEV MKTS Y 2023-09-19 2024-06-21 92 92 0 0 1.038 INVESCO DEV MKTS Y 2023-12-14 2024-06-21 41 41 0 0 1.766 BNY GLB RL RET I 2023-09-19 2024-06-21 28 26 2 2 1.000 ISHS MSCI GLB DEV ETF 2023-09-19 2024-06-21 75 77 -2 -2 3.616 JH STR INC OPP I 2023-07-03 2024-06-21 36 39 -3 -3 3.636 JH STR INC OPP I 2023-08-01 2024-06-21 36 40 -4 -4 3.688 JH STR INC OPP I 2023-09-01 2024-06-21 36 40 -4 -4 3.723 JH STR INC OPP I 2023-10-02 2024-06-21 37 41 -4 -4 3.866 JH STR INC OPP I 2023-11-01 2024-06-21 38 42 -4 -4 3.685 JH STR INC OPP I 2023-12-01 2024-06-21 36 40 -4 -4 3.799 JH STR INC OPP I 2024-01-02 2024-06-21 38 41 -3 -3 3.867 JH STR INC OPP I 2024-02-01 2024-06-21 38 42 -4 -4 3.909 JH STR INC OPP I 2024-03-01 2024-06-21 39 43 -4 -4 3.955 JH STR INC OPP I 2024-04-01 2024-06-21 39 43 -4 -4 3.998JH STR INC OPP I 2024-05-01 2024-06-21 40 44 -4 -4 4.049 JH STR INC OPP I 2024-06-03 2024-06-21 40 44 -4 -4 2.108 LORD ABB INFL FOC I 2023-09-19 2024-06-21 24 25 -1 -1 48.232 INVESCO DEV MKTS Y 2020-08-12 2024-06-21 1914 1926 -12 -12 0.163 INVESCO DEV MKTS Y 2020-12-14 2024-06-21 6 7 -1 -1 3.129 INVESCO DEV MKTS Y 2021-12-15 2024-06-21 124 125 -1 -1 0.258 INVESCO DEV MKTS Y 2021-12-15 2024-06-21 10 10 0 0 68.072 INVESCO DEV MKTS Y 2022-06-21 2024-06-21 2701 2718 -17 -17 1.222 INVESCO DEV MKTS Y 2022-12-15 2024-06-21 48 49 -1 -1 405.065 BNY GLB RL RET I 2023-05-02 2024-06-21 6392 5922 470 470 553.116 BLKRCK SYS MULT STR I 2022-06-21 2024-06-21 5658 5564 94 94 40.397 BLKRCK SYS MULT STR I 2023-05-02 2024-06-21 413 406 7 7 19.298 FID ADVS GRW OPP I 2020-08-12 2024-06-21 3415 2492 923 923 143.450 FID ADVS EMG ASIA I 2022-06-21 2024-06-21 6543 5459 1084 1084 8.987 FID ADVS EMG ASIA I 2023-05-02 2024-06-21 410 342 68 68 95.576 FID ADVS INTL CAP APRC I 2020-08-12 2024-06-21 3071 2477 594 594 2.356 FID ADVS CORP BD I 2020-10-01 2024-09-20 26 28 -2 -2 9.433 FID ADVS CORP BD I 2020-10-12 2024-09-20 103 113 -10 -10 6.238 FID ADVS CORP BD I 2020-10-12 2024-09-20 68 75 -7 -7 4.105 FID ADVS CORP BD I 2020-11-02 2024-09-20 45 49 -4 -4 3.807 FID ADVS CORP BD I 2020-12-01 2024-09-20 41 46 -5 -5 0.608 FID ADVS CORP BD I 2020-12-07 2024-09-20 7 7 0 0 3.948 FID ADVS CORP BD I 2021-01-04 2024-09-20 43 47 -4 -4 3.945 FID ADVS CORP BD I 2021-02-01 2024-09-20 43 47 -4 -4 3.622 FID ADVS CORP BD I 2021-03-01 2024-09-20 39 44 -5 -5 417.715 FID ADVS CORP BD I 2021-04-01 2024-09-20 4541 5019 -478 -478 4.205 FID ADVS CORP BD I 2021-04-01 2024-09-20 46 51 -5 -5 34.000 ISHS S&P MDCP400 GRW ETF 2018-01-24 2024-06-21 2998 1956 1042 1042 13.000 ISHS S&P MDCP400 GRW ETF 2023-05-02 2024-06-21 1146 915 231 231 23.000 ISHS S&P MDCP400 VAL ETF 2018-01-24 2024-06-21 2597 1910 687 687 22.000 ISHS S&P MDCP400 VAL ETF 2023-05-02 2024-06-21 2484 2198 286 286 23.000 ISHS S&P SMCP600 VAL ETF 2022-06-21 2024-06-21 2207 2022 185 185 27.000 ISHS S&P SMCP600 VAL ETF 2023-05-02 2024-06-21 2590 2406 184 184 188.000 ISHS CORE DIV GRWTH ETF 2022-06-21 2024-06-21 10898 8737 2161 2161 128.000 ISHS CORE DIV GRWTH ETF 2023-05-02 2024-06-21 7420 6440 980 980 95.000 ISHS CORE DIV GRWTH ETF 2022-06-21 2024-06-21 11331 7858 3473 3473 59.000 ISHS CORE DIV GRWTH ETF 2022-06-21 2024-06-21 4447 4656 -209 -209 1.142.638 JH STR INC OPP I 2020-08-12 2024-06-21 11301 12437 -1136 -1136 2.267 JH STR INC OPP I 2020-09-01 2024-06-21 22 25 -3 -3 3.820 JH STR INC OPP I 2020-10-01 2024-06-21 38 42 -4 -4 3.778 JH STR INC OPP I 2020-11-02 2024-06-21 37 41 -4 -4 4.154 JH STR INC OPP I 2020-12-01 2024-06-21 41 45 -4 -4 4.394 JH STR INC OPP I 2021-01-04 2024-06-21 43 48 -5 -5 4.935 JH STR INC OPP I 2021-02-01 2024-06-21 49 54 -5 -5 5.087 JH STR INC OPP I 2021-03-01 2024-06-21 50 55 -5 -5 5.357 JH STR INC OPP I 2021-04-01 2024-06-21 53 58 -5 -5 5.804 JH STR INC OPP I 2021-05-03 2024-06-21 57 63 -6 -6 5.944 JH STR INC OPP I 2021-06-01 2024-06-21 59 65 -6 -6 6.185 JH STR INC OPP I 2021-07-01 2024-06-21 61 67 -6 -6 6.346 JH STR INC OPP I 2021-08-02 2024-06-21 63 69 -6 -6 6.433 JH STR INC OPP I 2021-09-01 2024-06-21 64 70 -6 -6 6.486 JH STR INC OPP I 2021-10-01 2024-06-21 64 71 -7 -7 6.638 JH STR INC OPP I 2021-11-01 2024-06-21 66 72 -6 -6 6.816 JH STR INC OPP I 2021-12-01 2024-06-21 67 74 -7 -7 6.701 JH STR INC OPP I 2022-01-03 2024-06-21 66 73 -7 -7 6.821 JH STR INC OPP I 2022-02-01 2024-06-21 67 74 -7 -7 6.878 JH STR INC OPP I 2022-03-01 2024-06-21 68 75 -7 -7 7.310 JH STR INC OPP I 2022-04-01 2024-06-21 72 80 -8 -8 7.180 JH STR INC OPP I 2022-05-02 2024-06-21 71 78 -7 -7 7.229 JH STR INC OPP I 2022-06-01 2024-06-21 71 79 -8 -8 6.783 JH STR INC OPP I 2022-07-01 2024-06-21 67 74 -7 -7 4.019 JH STR INC OPP I 2022-08-01 2024-06-21 40 44 -4 -4 4.189 JH STR INC OPP I 2022-09-01 2024-06-21 41 46 -5 -5 4.256 JH STR INC OPP I 2022-10-03 2024-06-21 42 46 -4 -4 4.408 JH STR INC OPP I 2022-11-01 2024-06-21 44 48 -4 -4 4.289 JH STR INC OPP I 2022-12-01 2024-06-21 42 47 -5 -5 8.133 JH STR INC OPP I 2023-01-03 2024-06-21 80 89 -9 -9 4.016 JH STR INC OPP I 2023-02-01 2024-06-21 40 44 -4 -4 3.869 JH STR INC OPP I 2023-03-01 2024-06-21 38 42 -4 -4 3.998 JH STR INC OPP I 2023-04-03 2024-06-21 40 44 -4 -4 3.757 JH STR INC OPP I 2023-05-01 2024-06-21 37 41 -4 -4 3.686 JH STR INC OPP I 2023-06-01 2024-06-21 36 40 -4 -4 305.043 LORD ABB INFL FOC I 2022-06-21 2024-06-21 3526 3647 -121 -121 10213 -47 155 0 155 0 155 0 0 0 0 0 0 155 0 0 0 0 0 0 0 0 0 0 1 1 HI 1 1 1 0 0 1 N/A Wallis Yamamoto 3105434778 2390 Crenshaw Blvd 728 Torrance CA 90501 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Amy Yonamine Roper 1611 South Catalina Ave Suite 205 Redondo Beach CA 90277 President 1.00 0 0 0 Paul Yonamine 4595 Waikui St Honolulu HI 96811 Vice President/Treasurer 1.00 0 0 0 Wallis Yamamoto 1611 South Catalina Ave Suite 205 Redondo Beach CA 90277 Secretary 1.00 0 0 0 Theodore Roper 4015 West 235th St Torrance CA 90505 Director 1.00 0 0 0 Dennis Yamamoto 2889 Plaza Del Amo 201 Torrance CA 90503 Director 1.00 0 0 0 James Reed 5101 228th Ave NE Redmond WA 98053 Director 1.00 0 0 0 NONE 0 NONE 0 Japanese Cultural Center of Hawaii - To inform history on Jane and Wally Yonamine 0 Hawaii High School Athletic Association - Baseball Tournament 12000 0 219674 0 0 219674 0 0 219674 3295 216379 10819 X 12000 0 12000 1991-12-06 X 972 0 611 4525 6108 826 0 519 3846 5192 12000 10000 17300 25000 64300 0 0 0 0 0 12000 10000 17300 25000 64300 0 0 7213 5925 6019 7042 26199 0 0 0 0 X Hawaii High School Athletic Association PO Box 62029 Honolulu HI 96839 State baseball tournament sponsorship 12000 12000 0 14 14 3587 18 10213 0 13800 0 13800 0 0 0 0 0 0 0 0 0 0 X 1 Eleanor Urakawa 1566 Ala Hahanui Honolulu HI 96818 1000 X Paul Takeda CPA 0 0 0 0 Yutaka Utsunomiya CPA 400 400 400 0 American Enterprise Investment Services Inc management fee 2215 2215 2215 0 Storage fees 8818 0 0 0 Eleanor Urakawa 1566 Ala Hahanui Honolulu HI 96818