2024-06-27T21:16:40-05:00 2023-12-31 461673144 LAULIMA TAX ADVISORY GROUP LLC PO BOX 10360 HONOLULU HI 96816 990PF 2023-01-01 990234080 K J LUKE FOUNDATION KJLF 8085240129 45 N KING STREET 600 HONOLULU HI 96817 WARREN K K LUKE PRESIDENT 8085240129 2024-06-26 1 WARREN K LUKE 999009999 1 WENDY OTA P00639415 8089099250 2024-06-26 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5936918 X 800000 173 173 119858 119858 -73886 750150 0 846145 120031 0 0 0 19963 5963 0 23244 23216 28 43207 29179 28 147000 147000 190207 29179 147028 655938 90852 1027921 1664067 1664067 409739 506272 479977 2971861 2936223 3140523 696015 654471 652351 5105536 5761033 5936918 0 0 X 1732676 1732676 0 0 3372860 4028357 5105536 5761033 5105536 5761033 5105536 655938 2446 5763920 2887 5761033 PUBLICLY TRADED SECURITIES (FIDELITY #0024) 18472 925 17547 17547 PUBLICLY TRADED SECURITIES (FIDELITY #0976) 11843 12000 -157 -157 PUBLICLY TRADED SECURITIES (FIDELITY #0976) 312472 364923 -52451 -52451 PUBLICLY TRADED SECURITIES (FIDELITY #0979) 15879 14681 1198 1198 PUBLICLY TRADED SECURITIES (FIDELITY #0979) 146739 163808 -17069 -17069 PUBLICLY TRADED SECURITIES (FIDELITY #0980) 35881 36589 -708 -708 PUBLICLY TRADED SECURITIES (FIDELITY #0980) 92865 110084 -17219 -17219 PUBLICLY TRADED SECURITIES (FIDELITY #1048) 57287 57622 -335 -335 PUBLICLY TRADED SECURITIES (FIDELITY #1048) 58418 63404 -4986 -4986 0 0 0 0 0 0 CAPITAL GAINS DIVIDENDS P 294 294 294 -73886 1263 0 1263 0 1263 12108 0 0 0 12108 0 10845 10845 0 0 0 0 0 0 0 0 0 0 0 1 1 HI 1 0 0 0 0 1 N/A K J L MANAGEMENT SERVICES LLC 8085240129 45 NORTH KING STREET SUITE 600 HONOLULU HI 96817 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WARREN K K LUKE C/O 45 N KING ST STE 600 HONOLULU HI 96817 PRESIDENT/DIRECTOR 0.30 0 0 0 JOHN PETER UEHARA C/O 45 N KING ST STE 600 HONOLULU HI 96817 SEC/TREASURER 0.30 0 0 0 SHARLENE K S LUKE MAU C/O 45 N KING ST STE 600 HONOLULU HI 96817 DIRECTOR 0.30 0 0 0 JANICE M T LUKE LOO C/O 45 N KING ST STE 600 HONOLULU HI 96817 DIRECTOR 0.30 0 0 0 NONE 0 NONE 0 0 3982009 928848 0 4910857 0 0 4910857 73663 4837194 241860 241860 1263 1263 240597 0 240597 0 240597 147028 0 147028 240597 0 0 165114 147467 312581 147028 0 0 0 147028 0 93569 93569 219012 0 0 0 0 0 0 0 219012 71545 147467 WARREN K K LUKE SHARLENE K S LUKE MAU JANICE M T LUKE LOO WARREN K K LUKE 45 N KING ST STE 600 HONOLULU HI 96817 8085240129 ANY FORM STATING REQUEST FOR INQUIRY NO LATER THAN 1 YEAR AFTER FILING OF THIS RETURN MUST BE AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF IRC OF 1954 CHILDREN'S DISCOVERY CENTER 111 OHE ST HONOLULU HI 96813 NONE PUBLIC TO PROVIDE MULTICULTURAL COMMUNITY EDUCATION AND EXHIBITS TO CHILDREN 10000 HARVARD COLLEGE 124 MOUNT AUBURN ST CAMBRIDGE MA 02138 NONE PUBLIC TO SUPPORT THE KJ LUKE FINANCIAL AID FUND FOR HARVARD BUSINESS SCHOOL 10000 PUNAHOU SCHOOL 1601 PUNAHOU ST HONOLULU HI 968223336 NONE PUBLIC TO PROVIDE PHILANTHROPIC SUPPORT OF PUNAHOU SCHOOL FOR STUDENTS' EDUCATION 100000 REHAB FOUNDATION 226 NORTH KUAKINI STREET HONOLULU HI 96817 NONE PUBLIC TO ENRICH AND ENHANCE THE REHABILITATION EXPERIENCE AND MAXIMIZE EACH PATIENT'S RECOVERY. 10000 RONALD MCDONALD HOUSE CHARITIES OF HAWAII PO BOX 61777 HONOLULU HI 968391777 NONE PUBLIC TO CREATE A BRIGHTER FUTURE FOR SERIOUSLY ILL CHILDREN AND THEIR FAMILIES. 1000 SAINT LOUIS SCHOOL 3142 WAIALAE AVE HONOLULU HI 968161579 NONE PUBLIC TO PROVIDE RESOURCES TO STUDENTS PURSUING SCHOLASTIC OPPORTUNITIES 3000 THE DEPUTIES 3462 ALA HINALO ST HONOLULU HI 96818 NONE PUBLIC TO FUND SCHOLARSHIPS AWARDED TO HONOLULU POLICE DEPARTMENT AND HONOLULU FIRE DEPARTMENT EXPLORER SCOUTS. 2000 TONG WO SOCIETY OF KOHALA 112 KALO ST HILO HI 967205818 NONE PUBLIC TO PRESERVE HISTORIC BUILDINGS, STRUCTURES, OBJECTS, SITES AND DISTRICTS RELATING TO THE HISTORY OF HAWAII 1000 UNIVERSITY OF HAWAII FOUNDATION 1314 S KING ST SUITE B HONOLULU HI 96814 NONE PUBLIC TO HELP ADVANCE EDUCATION, ACCELERATE RESEARCH, AND DEEPEN OUTREACH WITH OUR COMMUNITY. 5000 HAWAII SYMPHONY ORCHESTRA 3610 WAIALAE AVENUE HONOLULU HI 96816 NONE TO SUPPORT THE HAWAII SYMPHONY ORCHESTRA IN PROVIDING FREE CONCERTS TO OVER 10,000 COMMUNITY MEMBERS. 5000 147000 0 14 173 14 119858 18 -73886 0 46145 0 46145 0 0 0 0 0 0 0 0 0 0 X X 1 SHARLENE MAU 45 N KING STREET SUITE 600 HONOLULU HI 96817 250000 X 2 JANICE LOO 45 N KING ST STE 600 HONOLULU HI 96817 250000 X 3 WARREN LUKE 45 N KING ST STE 600 HONOLULU HI 96817 250000 X 4 CATHERINE LUKE 45 N KING ST STE 600 HONOLULU HI 96817 10000 X 5 KEVIN LUKE 45 N KING ST STE 600 HONOLULU HI 96817 10000 X 6 LARA SIU 45 N KING ST STE 600 HONOLULU HI 96817 10000 X 7 LIANE USHER 45 N KING ST STE 600 HONOLULU HI 96817 10000 X 8 TIFFANY YAJIMA 45 N KING ST STE 600 HONOLULU HI 96817 10000 X BONDS 654471 652351 EQUITIES 2936223 3140523 506272 479977 0 0 PURCHASED INTEREST 333 DEPOSITS IN TRANSIT 2554 FIDELITY #0024 - BROKERAGE ACC'T FEE 19564 19564 0 FIDELITY #0976 - BROKERAGE ACC'T FEE 277 277 0 DCCA ANNUAL FILING FEES 28 0 28 FIDELITY #0979 - BROKERAGE ACC'T FEE 1592 1592 0 FIDELITY #0980 - BROKERAGE ACC'T FEE 1089 1089 0 FIDELITY #1048 - BROKERAGE ACC'T FEE 694 694 0 BOOK TAX DIFFERENCE 2109 PRIOR PERIOD ADJUSTMENT 337 FOREIGN TAX PAID - FIDELITY #0976 4243 4243 0 2022 FEDERAL TAX PAYMENT 14000 0 0 FOREIGN TAX PAID - FIDELITY #0980 1720 1720 0