2026-08-25T13:25:31-05:00 2025-12-31 990209171 ACCUITY ADVISORS LLC 999 BISHOP ST STE 2300 HONOLULU HI 96813 990PF 2025-01-01 990290102 MATSUNAGA CHARITABLE FOUNDATION C/O MATTHEW M MATSUNAGA MATS 8085236061 745 FORT ST 1500 HONOLULU HI 96813 MATTHEW M MATSUNAGA PRESIDENT 8085236061 2026-08-25 1 KIMBERLY FUKUDA P01368654 8085313400 2026-08-25 2025 2025-03-06 01:10:19Z X 127653 X X 1177 1177 8636 20566 8636 9813 9813 0 0 0 3131 3131 0 25 25 0 4921 225 250 8077 3381 250 8300 8300 16377 3381 8550 -6564 6432 4606 1476 1476 94849 91415 126177 99455 92891 127653 0 0 X 0 0 0 0 99455 92891 99455 92891 99455 92891 99455 -6564 0 92891 0 92891 378.07 SHS INVESCO DIVERSIFIED DIVIDEND P 2025-04-15 6500 7392 -892 -892 146.973 SHS MSIF GROWTH A P 2025-04-15 6500 4504 1996 1996 0.848 SHS INVESTMENT CO OF AMERICS P 2025-01-17 50 34 16 16 CAPITAL GAINS DIVIDENDS P 7516 7516 7516 8636 89 0 89 0 89 0 0 0 0 0 0 89 0 0 0 0 0 0 0 0 0 0 0 1 HI 1 0 0 0 0 1 MATSUNAGACHARITABLEFOUNDATION.ORG MATTHEW M MATSUNAGA 8085236061 745 FORT ST SUITE 1500 HONOLULU HI 96813 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MATTHEW M MATSUNAGA 745 FORT ST SUITE 1500 HONOLULU HI 96813 PRES/TREAS/SECRETARY/DIR 2.00 0 0 0 GUILLAUME D MAMAN 745 FORT ST SUITE 1500 HONOLULU HI 96813 CHAIRMAN/VP/DIR 0.25 0 0 0 HANNAH H MATSUNAGA 745 FORT ST SUITE 1500 HONOLULU HI 96813 DIRECTOR 0.25 0 0 0 SARAH M MATSUNAGA 745 FORT ST SUITE 1500 HONOLULU HI 96813 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 122131 7334 0 129465 0 0 129465 1942 127523 6376 6376 89 89 6287 0 6287 0 6287 8550 0 8550 6287 5855 2023 2022 2020 2368 0 8550 5855 2368 0 327 0 0 0 0 0 0 0 0 5960 0 0 0 X LA PIETRA (HAWAII SCHOOL FOR GIRLS) 2933 PONI MOI RD HONOLULU HI 96815 NONE PC CASH CONTRIBUTION 5000 NATIONAL KIDNEY FOUNDATION 1314 S KING ST STE 1555 HONOLULU HI 96814 NONE PC CASH CONTRIBUTION 3300 8300 0 14 1177 18 8636 0 9813 0 9813 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3131 3131 0 PURSUANT TO CODE SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), MATSUNAGA CHARITABLE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM PRIOR YEAR'S UNDISTRIBUTED INCOME AS FOLLOWS:TAX YEAR END: 12/31/2020AMOUNT: $321TAX YEAR END: 12/31/2022AMOUNT: $594TAX YEAR END: 12/31/2023AMOUNT: $1,453 INVESTMENTS - MORGAN STANLEY SMITH BARNEY FMV 40230 49743 INVESTMENTS - NORTHWESTERN MUTUAL INVESTORS FMV 51185 76434 BANK SERVICE CHARGE 35 0 0 FEDERAL TAXES 737 0 0 INVESTMENT EXPENSES - FEES 225 225 0 STORAGE 3674 0 0 HONORARIUM - PATHWAY TO PEACE EVENT 250 0 250 FOREIGN TAXES 25 25 0