2024-11-07T22:32:19-06:00 2023-12-31 990 2023-01-01 208909929 HAWAII TAX INSTITUTE FOUNDATION HAWA 8778295500 PO BOX 1381 HONOLULU HI 96807 THOMAS G CABRINHA DIRECTOR & TREASURER 8085334244 2024-11-04 1 2023 2024-10-15 13:58:12Z DOUGLAS WILSON CFP CTFA PO BOX 1381 HONOLULU HI 96807 612755 0 X WWW.HITAXINSTITUTE.ORG X 2007 HI THE PRIMARY PURPOSE OF HAWAII TAX INSTITUTE FOUNDATION IS TO ADVANCE EDUCATION AND SERVE CHARITABLE PURPOSES BY CONDUCTING VARIOUS PROGRAMS TO FOSTER AND IMPROVE EDUCATION OF ACCOUNTANTS, ATTORNEYS, FIDUCIARIES, FINANCIAL ADVISORS, AND OTHER TAX PROFESSIONALS. 3 3 0 11 612755 0 0 0 537702 612755 0 0 0 0 537702 612755 0 0 0 0 0 0 0 0 0 240720 828115 240720 828115 296982 -215360 423132 207397 0 0 423132 207397 X THE PRIMARY PURPOSE OF HAWAII TAX INSTITUTE FOUNDATION IS TO ADVANCE EDUCATION AND SERVE CHARITABLE PURPOSES BY CONDUCTING VARIOUS PROGRAMS TO FOSTER AND IMPROVE EDUCATION OF ACCOUNTANTS, ATTORNEYS, FIDUCIARIES, FINANCIAL ADVISORS, AND OTHER TAX PROFESSIONALS. 0 0 828115 612755 THE PRIMARY ACTIVITY OF THE HAWAII TAX INSTITUTE FOUNDATION ("HTIF") IS TO PRESENT THE HAWAII TAX INSTITUTE TO ACCOUNTANTS, ATTORNEYS, FIDUCIARIES, FINANCIAL ADVISORS, AND OTHER TAX PROFESSIONALS. THE INSTITUTE CONSISTS OF FIVE DAYS OF LECTURES, SEMINARS, PANEL DISCUSSIONS, AND WORKSHOPS BY LOCALLY AND NATIONALLY KNOWN EXPERTS IN TAX PLANNING. THE HAWAII TAX INSTITUTE IS OPEN TO THE PUBLIC. IN 2023, IN FURTHERANCE OF ITS PURPOSE, HTIF PRESENTED THE 60TH ANNUAL HAWAII TAX INSTITUTE ON NOVEMBER 5 THROUGH NOVEMBER 9. ONE HUNDRED FORTY FOUR SPEAKERS FROM BOTH THE UNITED STATES AND JAPAN MADE PRESENTATIONS IN THE AREAS OF ESTATE AND GIFT PLANNING, INCOME TAX PLANNING, AND BUSINESS PLANNING. SIX HUNDRED FORTY SEVEN PEOPLE FROM BOTH THE UNITED STATES AND JAPAN ATTENDED THE INSTITUTE. CONTINUING EDUCATION CREDIT WAS PROVIDED TO ATTORNEYS, ACCOUNTANTS, CERTIFIED FINANCIAL PLANNERS, AND CHARTERED LIFE UNDERWRITERS. 828115 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 HI X THOMAS G CABRINHA 8085334244 PO BOX 1381 HONOLULU HI 96807 X DOUGLAS WILSON PRESIDENT/DIRECTOR 2.00 X X 0 0 0 ALAN T YOSHITAKE SECRETARY/DIRECTOR 2.00 X X 0 0 0 THOMAS G CABRINHA TREASURER/DIRECTOR 2.00 X X 0 0 0 0 0 0 0 0 0 0 0 PROGRAM REVENUE 900099 612755 612755 612755 612755 0 612755 0 CONFERENCE, CONVENTION, 818957 818957 BANK CHARGES 8259 8259 GENERAL EXCISE TAX 899 899 828115 828115 0 0 422757 207397 7865 7865 375 0 423132 207397 0 0 X 0 0 0 0 423132 207397 423132 207397 423132 207397 X -215360 -375 X 0 0 0 X 492459 9682 126426 537702 612755 1779024 492459 9682 126426 537702 612755 1779024 0 0 0 1779024 492459 9682 126426 537702 612755 1779024 1.00000 1.00000 0.00000 X 7865 7865 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT IS SENT TO BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORMS 1023 & 990 ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: BOOK DEPRECIATION -374. ROUNDING -1.