Liliuokalani Trust
- Assets
- $828.6m
- Revenue
- $45.9m
- Investments
- $672.8m
- Employees
- 0
- Location
- Honolulu, HI
- Founding
- 10/1952
- Data as of
- 12/2021
- EIN
- 99-0078890
Organization Overview
Liliuokalani Trust is located in Honolulu, HI. The organization was established in 1952. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Liliuokalani Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Liliuokalani Trust generated $45.9m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (1.7%) each year. All expenses for the organization totaled $41.2m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Liliuokalani Trust has awarded 47 individual grants totaling $1,466,111. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
THE PROGRAM GOAL OF THE TRUST IS TO SERVE ORPHAN AND DESTITUTE KAMALI'I (YOUTH)AND THEIR FAMILIES. THE FOCUS IS ON STRENGTHENING FAMILIES SO THEY CAN RAISE HEALTHY, RESILIENT CHILDREN. THE TRUST ACCOMPLISHES THIS BY CREATING HIGH-IMPACT PROGRAMS AND SERVICES, AND WORKING WITH OTHERS IN THE COMMUNITY TO CHANGE THE SYSTEM THAT KEEPS THE MOST VULNERABLE INDIVIDUALS TRAPPED IN A CYCLE OF LIMITED OPTIONS. THIS WORK IS CARRIED OUT BY A STAFF OF APPROXIMATELY 158 EMPLOYEES THAT INCLUDE SOCIAL WORKERS, ADMINISTRATIVE AND SUPPORT STAFF OPERATING FROM MULTIPLE OFFICES THROUGHOUT THE STATE. IN 2021 THE TRUST PROVIDED DIRECT SERVICES TO 1,257 KAMALI'I (YOUTH).AMOUNTS PAID TO ACCOMPLISH CHARITABLE PURPOSES 19,590,178AMOUNTS PAID TO ACQUIRE ASSETS USED FOR CHARITABLE PURPOSE 8,700,425AMOUNTS SET ASIDE FOR CHARITABLE PURPOSES 30,000,000TOTAL AMOUNTS PAID FOR CHARITABLE PURPOSES 58,290,603
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dawn Harflinger Executive Vice President & COO | 40 | $433,761 | |
Alan Arakawa Vice President | 40 | $369,826 | |
Claire L Asam Trustee | 40 | $245,560 | |
Juli Torigoe Vice President & CFO | 40 | $237,459 | |
Mercedes Lanza Vice President & Cao | 40 | $231,059 | |
Chiemi Davis Executive Director, | 40 | $224,836 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Gateside Inc | 12/30/21 | $2,046,101 |
Monarch Insurance Services | 12/30/21 | $1,386,291 |
Flansburgh Architects | 12/30/21 | $1,937,018 |
Star Protection Agency Llc | 12/30/21 | $644,749 |
Cambridge Associates Llc | 12/30/21 | $743,745 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $141,246 |
| Interest on Savings | $928,750 |
| Dividends & Interest | $2,191,678 |
| Net Rental Income | $10,153,080 |
| Net Gain on Sale of Assets | $15,274,022 |
| Capital Gain Net Income | $37,498,525 |
| Net ST Capital Gain | $3,416,868 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $5,714,589 |
| Total Revenue | $45,937,660 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $1,915,485 |
| Other employee salaries and wages | $11,085,545 |
| Pension plans, employee benefits | $2,926,694 |
| Interest | $0 |
| Taxes | $5,972,089 |
| Depreciation | $4,536,018 |
| Occupancy | $542,525 |
| Travel, conferences, and meetings | $89,548 |
| Printing and publications | $16,323 |
| Other expenses | $9,806,248 |
| Total operating and administrative expenses | $40,991,935 |
| Contributions, gifts, grants paid | $181,500 |
| Total expenses and disbursements | $41,173,435 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $536,558 |
| Savings and temporary cash investments | $2,769,607 |
| Net Accounts receivable | $1,216,293 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $250,000 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $2,961,874 |
| Net Investments - land, buildings, equipment | $62,912,422 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $65,774,674 |
| Other assets | $19,333,594 |
| Total assets | $828,579,677 |
| Accounts payable and accrued expenses | $6,710,131 |
| Grants payable | $0 |
| Deferred revenue | $1,653,316 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $13,047,625 |
| Other liabilities | $1,083,176 |
| Total liabilities | $22,494,248 |
Grants Awarded
Over the last fiscal year, Liliuokalani Trust has awarded $181,500 in support to 11 organizations.
| Grant Recipient | Amount |
|---|---|
KEALAKAI CENTER FOR PACIFIC STRINGS PURPOSE: GRANT AGREEMENT FOR THE CREATION AND DELIVERY OF A DIGITAL MUSIC MUSEUM THAT WILL INCLUDE THE MUSIC OF QUEEN LILIUOKALANI | $150,000 |
Honolulu, HI PURPOSE: DONATION TO SUPPORT 25TH ANNUAL WALK IN THE COUNTRY FUNDRAISER EVENT | $6,000 |
Kailua, HI PURPOSE: SPONSOR HAWAIIAN HISTORY MONTH. TO EDUCATE GENERAL PUBLIC AND CELEBRATE HISTORY OF QUEEN LILI'UOKALANI AND HAWAIIAN HISTORY IN GENERAL | $5,000 |
RYSE PURPOSE: SPONSOR ANNUAL FUNDRAISER TO SUPPORT YOUTH ACCESS CENTER AND SHELTER SERVICES | $3,500 |
Honolulu, HI PURPOSE: DONATION TO SUPPORT BISHOP MUSEUM SILENT AUCTION | $3,000 |
Honolulu, HI PURPOSE: SPONSOR GRANTEE'S ANNUAL FUNDRAISER TO RAISE SUPPLEMENTATL FUNDS TO PROVIDE SERVICES FOR AT-RISK YOUTH | $3,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Liliuokalani Trust has recieved totaling $32,000.
| Awarding Organization | Amount |
|---|---|
Trustees Of The Estate Of Bernice Pauahi Bishop Honolulu, HI PURPOSE: EDUCATIONAL SUPPORT | $32,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Sandler Foundation San Francisco, CA | $672,162,748 | $40,866,490 |
Liliuokalani Trust Honolulu, HI | $828,579,677 | $45,937,660 |
Anne Wojcicki Foundation Los Altos, CA | $0 | $168,879,733 |
Hollywood Foreign Press Association West Hollywood, CA | $72,579,265 | $17,312,742 |
Panta Rhea Foundation Inc La Jolla, CA | $7,390,044 | $496,518 |
The Helen Diller Family Foundation San Francisco, CA | $1,836,980 | $8,770,214 |
Stephen M Silberstein Foundation Belvedere, CA | $79,901,221 | $6,376,686 |
Wholesale Beer Distributors Industry Trust Pleasanton, CA | $3,898,810 | $9,106,079 |
Klm Foundation Los Angeles, CA | $0 | $8,859,147 |
Nobbs Family Foundation San Diego, CA | $61,708,862 | $4,055,115 |
P F Bresee Foundation Los Angeles, CA | $3,574,521 | $4,338,707 |
Hitz Foundation Palo Alto, CA | $70,645,117 | $12,925,863 |