Nonprofit · EIN 99-0078890
LILIUOKALANI TRUST
Tax-exempt · HONOLULU, HI 96813
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $141,922,459 | $52,459,809 | $89,462,650 | $934,888,511 | $54,731,350 | $880,157,161 |
| December 31, 2023 | 990-PF | $40,263,819 | $45,878,957 | -$5,615,138 | $794,682,240 | $49,377,645 | $745,304,595 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,900
- Dividends
- $4,767,547
- Interest
- $2,216,042
- Net rental income
- $13,349,489
- Net gain from sales of assets
- $101,021,098
- Other income
- $10,659,944
Expenses
- Grants and similar amounts paid
- $49,711
- Compensation of officers, directors and key employees
- $3,988,981
- Salaries, compensation and benefits (total)
- $15,581,034
- Disbursements for charitable purposes
- $30,831,617
Balance sheet and other
- Total assets, start of year
- $794,682,240
- Total assets, end of year
- $934,888,511
- Total liabilities, end of year
- $54,731,350
- Net assets, end of year
- $880,157,161
- Fair market value of assets
- $1,394,793,669
- Qualifying distributions
- $58,710,452
- Net investment income
- $165,013,752
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAWN HARFLINGER 1100 ALAKEA STREET SUITE 1100, HONOLULU, HI 96813 | FORMER PRESIDENT & CEO | 40 | $1,333,249 | $16,880 |
| ALAN ARAKAWA 1100 ALAKEA STREET SUITE 1100, HONOLULU, HI 96813 | FORMER VICE PRESIDENT, REAL ESTATE | 40 | $1,036,336 | $16,157 |
| TINA KEANE 1100 ALAKEA STREET SUITE 1100, HONOLULU, HI 96813 | PRESIDENT & CEO | 40 | $390,269 | $40,003 |
| CHIEMI DAVIS 1100 ALAKEA STREET SUITE 1100, HONOLULU, HI 96813 | VICE PRESIDENT & CPO | 40 | $301,276 | $22,790 |
| ROBERT OZAKI 1100 ALAKEA STREET SUITE 1100, HONOLULU, HI 96813 | TRUSTEE | 25 | $268,250 | $150 |
| MENRIT FRANCIS 1100 ALAKEA STREET SUITE 1100, HONOLULU, HI 96813 | VICE PRESIDENT & CFO | 40 | $258,102 | $21,370 |
| CHERI TARUTANI QLT - 1100 ALAKEA ST STE 1100, HONOLULU, HI 96813 | MANAGING DIRECTOR, K Highest-paid employee | 40 | $226,429 | $16,298 |
| JUSTIN FRANCISCO QLT - 1100 ALAKEA ST STE 1100, HONOLULU, HI 96813 | PROJECT MANAGER, DEV Highest-paid employee | 40 | $209,507 | $8,185 |
| SUMMER ENGCABO QLT - 1100 ALAKEA ST STE 1100, HONOLULU, HI 96813 | DIRECTOR, OFFICE OF Highest-paid employee | 40 | $204,421 | $3,707 |
| CLAIRE L ASAM 1100 ALAKEA STREET SUITE 1100, HONOLULU, HI 96813 | TRUSTEE | 25 | $200,750 | $150 |
| MAHINA E HUGO 1100 ALAKEA STREET SUITE 1100, HONOLULU, HI 96813 | TRUSTEE | 25 | $200,750 | $0 |
| KATHERINE TIBBETTS QLT - 1100 ALAKEA ST STE 1100, HONOLULU, HI 96813 | MANAGING DIRECTOR, R Highest-paid employee | 40 | $194,689 | $13,221 |
| JENNIFER LAA QLT - 1100 ALAKEA ST STE 1100, HONOLULU, HI 96813 | EXECUTIVE DIRECTOR, Highest-paid employee | 40 | $192,120 | $13,622 |
990-PF for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MERCEDES LANZA 1100 ALAKEA STREET SUITE 1100, HONOLULU, HI 96813 | VICE PRESIDENT & CAO | 40 | $600,212 | $23,930 |
| DAWN HARFLINGER 1100 ALAKEA STREET SUITE 1100, HONOLULU, HI 96813 | PRESIDENT & CEO | 40 | $505,268 | $38,106 |
| ALAN ARAKAWA 1100 ALAKEA STREET SUITE 1100, HONOLULU, HI 96813 | VICE PRESIDENT | 40 | $397,559 | $39,189 |
| RAFAEL SARANGO QLT - 1100 ALAKEA ST STE 1100, HONOLULU, HI 96813 | EXECUTIVE DIRECTOR, Highest-paid employee | 40 | $386,406 | $23,650 |
| CHIEMI DAVIS 1100 ALAKEA STREET SUITE 1100, HONOLULU, HI 96813 | VICE PRESIDENT & CPO | 40 | $284,651 | $23,239 |
| TINA KEANE 1100 ALAKEA STREET SUITE 1100, HONOLULU, HI 96813 | VICE PRESIDENT & CFO | 40 | $279,702 | $36,604 |
| ROBERT OZAKI 1100 ALAKEA STREET SUITE 1100, HONOLULU, HI 96813 | TRUSTEE | 7 | $268,250 | $150 |
| CLAIRE L ASAM 1100 ALAKEA STREET SUITE 1100, HONOLULU, HI 96813 | TRUSTEE | 40 | $200,750 | $150 |
| MENRIT FRANCIS QLT - 1100 ALAKEA ST STE 1100, HONOLULU, HI 96813 | MANAGING DIRECTOR, F Highest-paid employee | 40 | $194,227 | $15,460 |
| MAHINA E HUGO 1100 ALAKEA STREET SUITE 1100, HONOLULU, HI 96813 | TRUSTEE | 40 | $184,021 | $150 |
| JENNIFER LAA QLT - 1100 ALAKEA ST STE 1100, HONOLULU, HI 96813 | MANAGING DIRECTOR, S Highest-paid employee | 40 | $177,506 | $6,506 |
| KEONAONA FERREIRA QLT - 1100 ALAKEA ST STE 1100, HONOLULU, HI 96813 | DIRECTOR, REAL ESTAT Highest-paid employee | 40 | $165,375 | $18,048 |
| KATHERINE TIBBETTS QLT - 1100 ALAKEA ST STE 1100, HONOLULU, HI 96813 | MANAGING DIRECTOR, R Highest-paid employee | 40 | $162,571 | $12,011 |
| THOMAS K KAULUKUKUI JR 1100 ALAKEA STREET SUITE 1100, HONOLULU, HI 96813 | TRUSTEE | 7 | $16,729 | $150 |
Address and contacts
- Address (IRS master file)
- 1100 ALAKEA ST STE 1100, HONOLULU, HI 96813-2845
- In care of
- % QUEEN LILIUOKALANI CHILDRENS CTR
- Signed the 990-PF
- ROBERT OZAKI, TRUSTEE
- Phone
- (808) 203-6150
- Website
- WWW.ONIPAA.ORG
- Return prepared by
- KMH LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 99-0078890
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation (exempt from paying excise taxes)
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1952
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $934,888,511
- Income (IRS master file)
- $215,068,462
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $141,922,459 | $52,459,809 | $934,888,511 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $40,263,819 | $45,878,957 | $794,682,240 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 99-0078890).
Questions about LILIUOKALANI TRUST
- What is the EIN of LILIUOKALANI TRUST?
- The employer identification number (EIN) of LILIUOKALANI TRUST is 99-0078890.
- Is LILIUOKALANI TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1952.
- Are donations to LILIUOKALANI TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does LILIUOKALANI TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LILIUOKALANI TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LILIUOKALANI TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LILIUOKALANI TRUST?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 13 received compensation from the organization, the highest $1,333,249 (DAWN HARFLINGER, FORMER PRESIDENT & CEO).
- How much revenue does LILIUOKALANI TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $141,922,459, expenses of $52,459,809 and total assets of $934,888,511 at year end.
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