2025-08-08T15:01:29-05:00 2025-03-31 135565207 KPMG LLP ONE FINANCIAL PLZ STE 2300 PROVIDENCE RI 029032485 990PF 2024-04-01 996089401 TOYO SAKUMOTO CHARITABLE TRUST TOYO 8086944399 PO BOX 3170 DEPT 715 HONOLULU HI 968023170 MARCO ABBRUZZESE TRUSTEE 8086944399 2025-06-26 true false LYLE J MOHLER P01340349 6892065200 2025-06-26 2024 2025-03-06 01:10:19Z X 969057 X 23973 23973 63239 159025 63239 0 87212 87212 1379 690 689 0 0 0 0 0 0 1600 0 0 1600 539 539 0 0 2336 624 0 0 0 0 0 0 0 6700 6700 12554 1853 0 8989 32250 32250 44804 1853 0 41239 42408 85359 0 751 912 912 26548 37398 37398 0 0 0 648326 679723 930747 675625 718033 969057 0 X 675625 718033 675625 718033 675625 718033 675625 42408 0 718033 0 718033 105.892 INVESCO DIVERS DVDND-Y 2024-04-01 2024-11-13 2161 1996 165 165 40.73 INVESCO DIVERS DVDND-Y 2023-07-28 2024-11-13 831 749 82 82 88.168 ALGER FOCUS EQUITY FUND-Y 2023-07-28 2024-04-01 5616 4484 1132 1132 106.271 ALGER FOCUS EQUITY FUND-Y 2023-07-28 2024-11-13 8694 5405 3289 3289 11.866 ISHARES S&P 500 INDEX FUND 2016-03-24 2024-09-19 7965 2904 5061 5061 3787.454 ISHARES MSCI EAFE INTERNATIONAL INDEX F 2019-01-24 2024-04-01 60561 44576 15985 15985 10.809 DODGE & COX STOCK FUND 2023-02-10 2024-11-13 3082 2486 596 596 446.459 GOLDMAN SACHS INTERNATIONAL SMALL CAP IN 2023-07-28 2024-11-13 5791 5224 567 567 358.115 NYLI WINSLOW LRG CAP GROWTH FUND CL I 2023-03-24 2024-11-13 5082 3148 1934 1934 75.781 CONGRESS MID CAP GROWTH-INS 2024-09-19 2024-11-13 2059 1965 94 94 386.77 CONGRESS MID CAP GROWTH-INS 2023-07-28 2024-11-13 10509 6757 3752 3752 387.329 VANGUARD TOTAL BOND MARKET INDEX FUND AD 2021-11-02 2024-09-19 3838 4361 -523 -523 74. VANGUARD FTSE DEVELOPED ETF 2024-04-01 2024-11-13 3635 3700 -65 -65 34.232 VANGUARD TOTL STK MKT IND-AD 2014-05-14 2024-04-01 4321 1627 2694 2694 69.134 VANGUARD TOTL STK MKT IND-AD 2014-05-14 2024-09-19 9492 3285 6207 6207 65.629 VANGUARD TOTL STK MKT IND-AD 2014-05-14 2024-11-13 9460 3119 6341 6341 CAPITAL GAIN DIVIDENDS P 15928 CAPITAL GAIN DIVIDENDS P 15928 CAPITAL GAIN DIVIDENDS P 15928 CAPITAL GAIN DIVIDENDS P 15928 CAPITAL GAIN DIVIDENDS P 15928 CAPITAL GAIN DIVIDENDS P 15928 CAPITAL GAIN DIVIDENDS P 15928 CAPITAL GAIN DIVIDENDS P 15928 CAPITAL GAIN DIVIDENDS P 15928 CAPITAL GAIN DIVIDENDS P 15928 CAPITAL GAIN DIVIDENDS P 15928 CAPITAL GAIN DIVIDENDS P 15928 CAPITAL GAIN DIVIDENDS P 15928 CAPITAL GAIN DIVIDENDS P 15928 CAPITAL GAIN DIVIDENDS P 15928 CAPITAL GAIN DIVIDENDS P 15928 63239 1186 0 1186 0 1186 956 0 0 956 0 230 0 0 false false false false false false false true true HI true false false false false true BANK OF HAWAII 8086944399 PO BOX 3170 DEPT 715 HONOLULU HI 968023170 false false false false true false false false false false false false false false false false false false false false false false BANK OF HAWAII PO BOX 3170 DEPT 715 HONOLULU HI 968023170 TRUSTEE 1 1379 NONE 0 NONE 0 959044 17867 0 976911 0 0 976911 14654 962257 48113 48113 1186 1186 46927 0 46927 0 46927 41239 0 0 0 0 41239 46927 1476 0 0 0 0 0 0 0 41239 1476 0 0 39763 0 0 0 0 0 0 0 0 7164 0 0 0 0 0 0 0 0 HAWAII COMMUNITY FOUNDATION WEBSITE 827 FORT STREET MALL HONOLULU HI 96813 8085376333 N/A SEE FOOTNOTE JANUARY 31 SEE FOOTNOTE UNIVERSITY OF HAWAII AT HILO 200 W KAWILI STREET HILO HI 96720 NONE PC SCHOLARSHIPS 2500 UNIVERSITY OF PHOENIX 4035 S RIVERPOINT PKWY PHOENIX AZ 85040 NONE PC SCHOLARSHIPS 1500 UNIVERSITY OF WASHINGTON 4333 BROOKLYN AVE NE SEATTLE VI 981959504 NONE PC SCHOLARSHIPS 2000 UNIVERSITY OF HAWAII - MANOA 2500 CAMPUS ROAD HONOLULU HI 968222217 NONE PC SCHOLARSHIPS 17250 CHAMINADE UNIVERSITY OF HONOLULU 3140 WAIALAE AVENUE HONOLULU HI 968161510 NONE PC SCHOLARSHIPS 9000 32250 14 23973 18 63239 87212 87212 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1600 1600 SEE ATTACHED STATEMENT AT COST 679723 930747 OTHER NON-ALLOCABLE EXPENSE - 6700 0 6700 INVESTMNT MNGMNT FEES (NON-DED 539 539 FEDERAL TAX PAYMENT - PRIOR YE 756 0 0 FEDERAL ESTIMATES - INCOME 956 0 0 FOREIGN TAXES ON QUALIFIED FOR 496 496 0 FOREIGN TAXES ON NONQUALIFIED 128 128 0