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Nonprofit · EIN 99-0085260

UHF-CA GIFT ANNUITY RESERVE TR

Tax-exempt · PITTSBURGH, PA 15230

Financials

$123.1M$68.5M2022$112M$79.6M2023$178.3M$91.5M2024
Revenue Expenses · by fiscal year end
Financials of UHF-CA GIFT ANNUITY RESERVE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$178,308,316$91,469,516$86,838,800$1,106,917,390$124,755,128$982,162,262
June 30, 2024990$112,036,932$79,586,473$32,450,459$963,147,055$125,638,255$837,508,800
June 30, 2023990$123,081,542$68,484,452$54,597,090$893,522,101$130,456,196$763,065,905
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$141,423,061
Membership dues
$261,172
Program service revenue
$0
Investment income
$35,034,832
Royalties
$13,929
Net rental income
-$2,530,924
Net gain from sales of assets
$18,973,931
Net income from fundraising events
$654,103
Other revenue
$1,850,423

Expenses

Grants and similar amounts paid
$20,208,422
Compensation of officers, directors and key employees
$3,398,947
Other salaries and wages
$7,837,142
Salaries, compensation and benefits (total)
$13,355,737
Professional fundraising fees
$0
Legal fees
$119,093
Accounting fees
$289,944
Occupancy
$474,665
Travel
$3,316,400
Depreciation
$180,633
Program services (functional)
$71,965,703
Management and general (functional)
$8,694,747
Fundraising (functional)
$10,809,066

Balance sheet and other

Total assets, start of year
$963,147,055
Total assets, end of year
$1,106,917,390
Total liabilities, end of year
$124,755,128
Net assets, end of year
$982,162,262
Land, buildings and equipment
$90,008,558
Publicly traded securities
$244,324,735
Net assets without donor restrictions
$27,225,149
Net assets with donor restrictions
$954,937,113
Gross unrelated business income
$850,570
Gross receipts
$386,062,139
Employees
225
Volunteers
18
Year formed
1955
State of legal domicile
HI

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
TIM DOLANPRESIDENT/CEO
Officer
40$636,544$100,424
JOHN HANCOO/CFO
Officer
40$356,763$72,381
KARLA ZARATE-RAMIREZASSOCIATE VP - MAJOR GIFTS
Key employee
40$301,995$58,491
CHRISTINE KOOASST TREASURER/VP
Officer
40$268,936$71,773
ALLISON OHANIANSENIOR EXECUTIVE DIRECTOR
Key employee
40$247,601$65,840
MARGOT SCHRIREASSOCIATE VICE PRESIDENT
Key employee
40$223,053$69,985
JULIE INOUYEEXEC DIRECTOR OF DEVELOPMENT
Key employee
40$201,052$36,470
MARCELO HANZASENIOR EXECUTIVE DIRECTOR
Key employee
40$192,500$43,225
MAILE AUASSOCIATE VP
Key employee
40$198,937$36,385
ERIZA BARENGSENIOR DIRECTOR OF DEVELOPMENT
Highest-paid employee
40$138,977$49,526
KARA SHIBATAASST TREASURER/CONTROLLER
Officer
40$140,241$42,361
SUZANNE BISHOPDIRECTOR OF PROSPECT RESEARCH
Highest-paid employee
40$128,313$44,204
JOCELYN ROMERO DEMIRBAGSENIOR DIRECTOR OF DEVELOPMENT
Highest-paid employee
40$123,380$30,252
TRINH NGUYENDIRECTOR OF DEVELOPMENT
Highest-paid employee
40$125,519$25,062
JENNIFER NICKELDIRECTOR OF DEVELOPMENT
Highest-paid employee
40$118,674$30,524
18 more people on this return
NameTitleHours / weekCompensation
C SCOTT WOCHAIRMAN
Trustee or director, Officer
0.5$0
RANDOLPH G MOOREVICE CHAIR
Trustee or director, Officer
0.5$0
RICHARD F WACKERVICE CHAIR
Trustee or director, Officer
0.5$0
ROBYNNE D DALYTREASURER
Trustee or director, Officer
0.5$0
LORI TERANISHISECRETARY
Trustee or director, Officer
0.5$0
JOHN COUCHTRUSTEE
Trustee or director
0.5$0
TIMOTHY M DONOHUETRUSTEE
Trustee or director
0.5$0
PETER FUKUNAGATRUSTEE
Trustee or director
0.5$0
PETER N GROSSMANTRUSTEE
Trustee or director
0.5$0
MICHAEL K HIRAITRUSTEE
Trustee or director
0.5$0
GUY KAWASAKITRUSTEE
Trustee or director
0.5$0
JAMES H Q LEETRUSTEE
Trustee or director
0.5$0
JACKSON NAKASONETRUSTEE
Trustee or director
0.5$0
TED PETTITTRUSTEE
Trustee or director
0.5$0
SEAN K SUGAITRUSTEE
Trustee or director
0.5$0
JASON TAYLORTRUSTEE
Trustee or director
0.5$0
GINNY TIUTRUSTEE
Trustee or director
0.5$0
SUTANTO WIDJAJATRUSTEE
Trustee or director
0.5$0
990 for the year ended June 30, 2024: 32 people
NameTitleHours / weekCompensationOther / benefits
TIM DOLANPRESIDENT/CEO
Officer
40$604,101$97,940
JOHN HANCOO/CFO
Officer
40$334,142$75,787
KARLA ZARATE-RAMIREZASSOCIATE VP - MAJOR GIFTS
Key employee
40$265,650$51,878
CHRISTINE KOOASST TREASURER/ASSOCIATE VP
Officer
40$227,069$64,904
ALLISON OHANIANSENIOR EXECUTIVE DIRECTOR
Key employee
40$240,832$41,920
MARGOT SCHRIREASSOCIATE VICE PRESIDENT
Key employee
40$186,590$65,610
MAILE AUSENIOR EXECUTIVE DIRECTOR
Key employee
40$187,082$37,219
JULIE INOUYEEXEC DIRECTOR OF DEVELOPMENT
Key employee
40$186,826$35,374
MARCELO HANZASENIOR EXECUTIVE DIRECTOR
Key employee
40$179,362$28,775
MEREDITH YOROEXEC DIRECTOR OF DEVELOPMENT
Highest-paid employee
40$145,891$46,256
JUDY NAGAISR EXEC DIR (THRU 8/1/2023)
Highest-paid employee
40$132,308$36,818
KARA SHIBATAASST TREASURER/CONTROLLER
Officer
40$126,438$40,873
TRINH NGUYENDIRECTOR OF DEVELOPMENT
Highest-paid employee
40$124,754$31,186
SUZANNE BISHOPDIRECTOR OF PROSPECT RESEARCH
Highest-paid employee
40$121,268$29,787
STEVE LIMDIR OF IT (THRU 12/26/2023)
Highest-paid employee
40$129,840$20,757
RICHARD F WACKERCHAIRMAN
Trustee or director, Officer
0.5$0$0
STANDFORD S CARRVICE CHAIR
Trustee or director, Officer
0.5$0$0
TED PETTITVICE CHAIR & TREASURER
Trustee or director, Officer
0.5$0$0
LORI TERANISHISECRETARY
Trustee or director, Officer
0.5$0$0
ROBYNNE D DALYTRUSTEE
Trustee or director
0.5$0$0
TIMOTHY M DONOHUETRUSTEE
Trustee or director
0.5$0$0
PETER FUKUNAGATRUSTEE
Trustee or director
0.5$0$0
PETER N GROSSMANTRUSTEE
Trustee or director
0.5$0$0
MICHAEL K HIRAITRUSTEE
Trustee or director
0.5$0$0
JAMES H Q LEETRUSTEE
Trustee or director
0.5$0$0
KENNETH MILLERTRUSTEE
Trustee or director
0.5$0$0
RANDOLPH G MOORETRUSTEE
Trustee or director
0.5$0$0
JACKSON NAKASONETRUSTEE
Trustee or director
0.5$0$0
SEAN K SUGAITRUSTEE
Trustee or director
0.5$0$0
JASON TAYLORTRUSTEE
Trustee or director
0.5$0$0
GINNY TIUTRUSTEE
Trustee or director
0.5$0$0
SUTANTO WIDJAJATRUSTEE
Trustee or director
0.5$0$0
990 for the year ended June 30, 2023: 31 people
NameTitleHours / weekCompensationOther / benefits
TIM DOLANPRESIDENT/CEO
Officer
40$549,991$87,582
JOHN HANCOO/CFO
Officer
40$271,487$55,987
KARLA ZARATE-RAMIREZASSOCIATE VP - MAJOR GIFTS
Key employee
40$203,346$42,220
CHRISTINE KOOASST TREASURER/ASSOCIATE VP
Officer
40$179,521$55,541
ALLISON OHANIANSENIOR EXECUTIVE DIRECTOR OF E
Key employee
40$185,151$33,111
MARGOT SCHRIREASSOC VP OF COMMUNICATIONS AND
Highest-paid employee
40$146,071$56,777
JULIE INOUYEEXEC DIRECTOR OF DEVELOPMENT
Key employee
40$166,016$31,681
KRISTI BATESEXEC DIRECTOR OF DEVELOPMENT
Highest-paid employee
40$142,607$41,524
MEREDITH YOROEXEC DIRECTOR OF DEVELOPMENT
Highest-paid employee
40$132,354$45,235
MAILE AUSENIOR EXECUTIVE DIRECTOR OF A
Highest-paid employee
40$137,367$27,351
JUDY NAGAISENIOR EXECUTIVE DIRECTOR OF C
Highest-paid employee
40$136,539$24,004
KARA SHIBATAASST TREASURER/CONTROLLER
Officer
40$114,275$33,619
AMANDA KELLYASST SECRETARY
Officer
40$87,017$17,183
C SCOTT WOCHAIRMAN
Trustee or director, Officer
0.5$0$0
STANDFORD S CARRVICE CHAIR
Trustee or director, Officer
0.5$0$0
TED PETTITVICE CHAIR & TREASURER
Trustee or director, Officer
0.5$0$0
LORI TERANISHISECRETARY
Trustee or director, Officer
0.5$0$0
PETER FUKUNAGATRUSTEE
Trustee or director
0.5$0$0
PETER GROSSMANTRUSTEE
Trustee or director
0.5$0$0
MICHAEL K HIRAITRUSTEE
Trustee or director
0.5$0$0
LOUISE KY INGTRUSTEE
Trustee or director
0.5$0$0
JAMES P LALLYTRUSTEE
Trustee or director
0.5$0$0
JAMES H Q LEETRUSTEE
Trustee or director
0.5$0$0
ROSITA G LEONGTRUSTEE
Trustee or director
0.5$0$0
ERIC K MARTINSONTRUSTEE
Trustee or director
0.5$0$0
KEN MILLERTRUSTEE
Trustee or director
0.5$0$0
JACKSON NAKASONETRUSTEE
Trustee or director
0.5$0$0
SEAN SUGAITRUSTEE
Trustee or director
0.5$0$0
JASON TAYLORTRUSTEE
Trustee or director
0.5$0$0
GINNY TIUTRUSTEE
Trustee or director
0.5$0$0
HANK WUHTRUSTEE
Trustee or director
0.5$0$0

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
In care of
% BNY MELLON NA
Principal officer (990 for 2024)
JOHN HAN, 1810 UNIVERSITY AVENUE SUITE 300, HONOLULU, HI 96822
Signed the 990
KARA SHIBATA, CONTROLLER/ASST TREASURER
Phone
(808) 956-8700
Return prepared by
KPMG LLP

Mission

TO UNITE DONORS' PASSIONS WITH THE UNIVERSITY OF HAWAI'I'S (UH) ASPIRATIONS BY RAISING PHILANTHROPIC SUPPORT AND MANAGING INVESTMENTS TO BENEFIT UH, THE PEOPLE OF HAWAI'I AND OUR FUTURE GENERATIONS.

990 for the year ended June 30, 2025

Program accomplishments

  • SPECIAL PROGRAMS - DONOR DESIGNATED ACCOUNTS SUPPORT A RANGE OF ACADEMIC AND NON-ACADEMIC INITIATIVES/PROGRAMS. THESE INCLUDE VISITING DISTINGUISHED LECTURERS AND PROFESSORSHIPS, COMPUTER LAB SUPPORT, FACILITIES FUNDS, INTRAMURAL SPORTS, OUTREACH PROGRAMS THAT SUPPORT LIFELONG LEARNING AND COMMUNITY EDUCATION, HEALTH FAIRS, WORKSHOPS, BAND AND MENTORSHIP PROGRAMS. THROUGH FUNDRAISING AND ACCOUNT MANAGEMENT, UHF IS A PARTNER IN CAPITAL IMPROVEMENT PROJECTS TO BRING STATE-OF-THE-ART FACILITIES, TECHNOLOGY AND EQUIPMENT TO CAMPUSES STATEWIDE. QUALITY FACILITIES AND RESOURCES NURTURE HEALTHY LEARNING AND PRODUCTIVE COLLABORATION. FROM BUSINESS EDUCATION TO ADVANCED CULINARY TRAINING, DONORS ARE HELPING UH DELIVER WORLD-CLASS OPPORTUNITIES AND FACILITIES TO HAWAI'I STUDENTS. DONOR FUNDS MAKE IT POSSIBLE FOR OUR PUBLIC UNIVERSITY TO BRING DISTINGUISHED VISITING LECTURERS AND RESEARCHERS TO OUR CAMPUSES. EXAMPLES INCLUDE BRINGING HIGHLY REGARDED CANCER RESEARCHERS FROM AROUND THE WORLD, TO WORK COLLABORATIVELY IN OUR RESEARCH LABORATORIES WITH UH SCIENTISTS. WHILE THEY ARE HERE, THESE RESEARCHERS, INCLUDING NOBEL LAUREATES, DELIVER A MAJOR LECTURE AT THE UNIVERSITY OF HAWAI'I CANCER CENTER. PRIVATE SUPPORT FUNDS THIS EXTRAORDINARY OPPORTUNITY FOR UH FACULTY, STUDENTS AND STAFF, TO MEET AND INTERACT WITH PROMINENT SCIENTISTS WHOSE WORK HAS SAVED MANY LIVES AND ESTABLISH RESEARCH COLLABORATIONS WITH THEM. OTHER DISTINGUISHED LECTURE SERIES SUPPORT HAWAI'I'S DIALOGUE WITH THE REST OF THE WORLD IN AREAS INCLUDING LOCAL ENTREPRENEURSHIP, INTERNATIONAL WOMEN'S LEADERSHIP, GLOBAL TECHNOLOGY, THE INTEGRATION OF SCIENCE AND CULTURE, AND INDIGENOUS LANGUAGE/CULTURAL ISSUES.
    Expenses $21,489,410 · grants $4,166,947
  • STUDENT AID AND SERVICES - UHF RAISES AND DISTRIBUTES MONEY FOR STUDENT AID, SCHOLARSHIPS, FELLOWSHIPS, GRANTS AND AWARDS TO HELP STUDENTS FULFILL THEIR ACADEMIC POTENTIAL AND ENSURE OUR STATE HAS THE SKILLED PROFESSIONALS IT NEEDS TO FLOURISH.THESE INCLUDE MERIT-BASED SCHOLARSHIPS, NEED-BASED SCHOLARSHIPS, STUDY ABROAD OPPORTUNITIES AND PROGRAMS THAT HELP BUILD INTERNATIONAL BRIDGES AND CULTURAL VERSATILITY. FELLOWSHIPS HELP UH ATTRACT AND RETAIN OUTSTANDING STUDENTS WHOSE RESEARCH AND CONTRIBUTIONS TO OUR WORLD ARE KEY TO A VIBRANT FUTURE.
    Expenses $18,187,623 · grants $15,214,953
  • RESEARCH - THE UNIVERSITY OF HAWAI'I FOUNDATION (UHF) HELPS ADVANCE WORLD-CLASS RESEARCH AND INNOVATION THROUGH STRATEGIC PHILANTHROPIC INVESTMENTS. PRIVATE SUPPORT PLAYS A CRITICAL ROLE IN ENABLING UH RESEARCHERS TO TACKLE OUR WORLD'S CHALLENGES AND IMPROVE OUR QUALITY OF LIFE. WITH ITS UNIQUE GEOGRAPHIC LOCATION IN THE MIDDLE OF THE PACIFIC OCEAN, THE RICH ETHNIC DIVERSITY AND ENVIRONMENTAL ATTRIBUTES, UH HAS BECOME A GLOBALLY RECOGNIZED LEADER FOR ITS PIONEERING RESEARCH IN FIELDS SUCH AS OCEANOGRAPHY, VOLCANOLOGY, ASTRONOMY, PACIFIC ISLANDS AND ASIAN AREA STUDIES, TROPICAL AGRICULTURE, CANCER AND GENETICS. UH'S HIGHLY RANKED ACTIVE RESEARCH PROGRAMS SERVE AS A MAGNET FOR LEADING RESEARCHERS, BUILDING UH CENTERS OF EXCELLENCE IN AREAS INCLUDING MICROBIOMES, ENDANGERED AND RARE PLANT CONSERVATION AND CLIMATE CHANGE.
    Expenses $9,244,922 · grants $36,195
  • OTHER PROGRAM SERVICES
    Expenses $23,043,748 · grants $790,327

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
99-0085260
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1966
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B110)
Assets (IRS master file)
$1,106,917,390
Income (IRS master file)
$386,062,139

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$178,308,316$91,469,516$1,106,917,390IRS
990-TJune 2025–––IRS
990June 2024$112,036,932$79,586,473$963,147,055IRS
990-TJune 2024–––IRS
990June 2023$123,081,542$68,484,452$893,522,101XML
990-TJune 2023–––IRS
990June 2022$182,685,209$64,301,701$828,996,748IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––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 99-0085260).

Questions about UHF-CA GIFT ANNUITY RESERVE TR

What is the EIN of UHF-CA GIFT ANNUITY RESERVE TR?
The employer identification number (EIN) of UHF-CA GIFT ANNUITY RESERVE TR is 99-0085260.
Is UHF-CA GIFT ANNUITY RESERVE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
Are donations to UHF-CA GIFT ANNUITY RESERVE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UHF-CA GIFT ANNUITY RESERVE TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UHF-CA GIFT ANNUITY RESERVE TR due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UHF-CA GIFT ANNUITY RESERVE TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of UHF-CA GIFT ANNUITY RESERVE TR?
The 990 for the year ended June 30, 2025 names JOHN HAN.
Who are the officers and directors of UHF-CA GIFT ANNUITY RESERVE TR?
The 990 for the year ended June 30, 2025 lists 33 people; 15 received compensation from the organization, the highest $636,544 (TIM DOLAN, PRESIDENT/CEO).
How much revenue does UHF-CA GIFT ANNUITY RESERVE TR have?
On its 990 for the year ended June 30, 2025 it reported revenue of $178,308,316, expenses of $91,469,516 and total assets of $1,106,917,390 at year end.

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