2024-05-01T08:48:15-05:00 2023-12-31 834408114 Yutaka Utsunomiya CPA 1201 N Catalina Ave 3208 Redondo Beach CA 902773208 990PF 2023-01-01 990282532 Wally Yonamine Foundation WALL 3105434778 4595 Waikui St Honolulu HI 968211144 Wallis Yamamoto Secretary 3105434778 2024-04-30 1 Wallis Yamamoto 999009999 0 Yutaka Utsunomiya P02234821 2134259051 2024-04-30 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 202727 X 13500 2380 2380 2380 -1866 28880 0 155 14014 2380 2535 0 0 0 0 400 400 400 0 6 6 0 0 3061 3061 3061 0 3467 3467 3461 0 10000 10000 13467 3467 3461 10000 547 0 0 15277 15824 202727 15277 15824 202727 0 0 X 0 0 0 0 15277 15824 15277 15824 15277 15824 15277 547 0 15824 0 15824 3.017 FED HRM KAUFMANN SMCP I 2022-06-21 2023-05-02 131 153 -22 -22 9.000 ISHS ESG AWARE MSCI ETF 2022-06-21 2023-05-02 815 744 71 71 178.608 LORD ABB INFL FOC I 2022-06-21 2023-05-02 2086 2136 -50 -50 39.756 MFS GLB EQ I 2022-06-21 2023-05-02 1987 1873 114 114 13.738 INVESCO DEV MKTS Y 2020-08-01 2023-05-02 534 549 -15 -15 20.171 BLKRCK SYS MULT STR I 2022-06-21 2023-09-19 199 203 -4 -4 53.351 FED HRM KAUFMANN SMCP I 2020-08-12 2023-05-02 2312 2706 -394 -394 0.048 FED HRM KAUFMANN SMCP I 2020-12-07 2023-05-02 2 2 0 0 0.033 FED HRM KAUFMANN SMCP I 2020-12-07 2023-08-02 1 2 -1 -1 3.529 FED HRM KAUFMANN SMCP I 2021-12-07 2023-05-02 153 179 -26 -26 0.949 FED HRM KAUFMANN SMCP I 2021-12-07 2023-05-02 41 48 -7 -7 12.787 FID ADVS GRW OPP I 2020-08-12 2023-05-02 1409 1651 -242 -242 20.907 FID ADVS GRW OPP I 2020-08-12 2023-09-19 2658 2700 -42 -42 8.174 FID ADVS EMG ASIA I 2020-06-21 2023-09-19 310 311 -1 -1 51.282 FID ADVS INTL CAP APRC I 2020-08-12 2023-05-02 1359 1329 30 30 4.772 FID ADVS INTL CAP APRC I 2020-08-12 2023-09-19 127 124 3 3 83.000 ISHS CORE US AGGR BD ETF 2020-08-12 2023-05-02 8270 9855 -1585 -1585 9.000 ISHS CORE US AGGR BD ETF 2021-04-01 2023-05-02 897 1025 -128 -128 3.000 ISHS S&P MDCP400 GRW ETF 2018-01-24 2023-09-19 223 173 50 50 2.000 ISHS S&P MDCP400 VAL ETF 2018-01-24 2009-09-19 208 166 42 42 3.000 ISHS S&P SMCP600 VAL ETF 2022-06-21 2023-09-19 276 264 12 12 13.000 ISHS CORE DIV GRWTH ETF 2022-06-21 2023-09-19 671 604 67 67 9.000 ISHS ESG AWARE MSCI ETF 2022-06-21 2023-09-19 879 744 135 135 31.138 JH STR INC OPP I 2020-08-12 2023-05-02 306 340 -34 -34 7.261 JH STR INC OPP I 2020-08-12 2023-09-19 70 79 -9 -9 59.152 MFS GLB EQ I 2018-01-24 2023-05-02 2956 2786 170 170 -1866 155 0 0 0 0 0 0 0 0 0 0 0 0 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 10000 0 180468 0 0 180468 0 0 180468 2707 177761 8888 X 10000 0 10000 1991-12-06 X 0 611 4525 2665 7801 0 519 3846 2265 6631 10000 17300 25000 3003 55303 0 0 0 0 0 10000 17300 25000 3003 55303 0 0 5925 6019 7042 7200 26186 0 0 0 0 X Hawaii High School Athletic Association PO Box 62029 Honolulu HI 96839 State baseball tournament sponsorship 10000 10000 0 14 14 2380 18 -1866 0 514 0 514 0 0 0 0 0 0 0 0 0 0 X X 1 James Reed 22815 NE 54th St Redmond WA 98053 10000 X 2 Eleanor Urakawa 1566 Ala Hahanui Honolulu HI 96818 1500 X 3 ICMG 2390 Crenshaw Blvd 801 Torrance CA 90501 2000 X Paul Takeda CPA 0 0 0 0 Yutaka Utsunomiya CPA 400 400 400 0 American Enterprise Investment Services Inc management fee 1738 1738 1738 0 Linda Yonamine reimbursement 441 441 441 0 Linda Yonamine reimbursement 882 882 882 0 James Reed 22815 NE 54th St Redmond WA 98053 Eleanor Urakawa 1566 Ala Hahanui Honolulu HI 96818 ICMG 2390 Crenshaw Blvd 801 Torrance CA 90501 Internal Revenue Service 6 6 0 0