2025-05-15T20:03:55-05:00 2024-12-31 261659234 CW ASSOCIATES CPAS 700 BISHOP STREET SUITE 1040 HONOLULU HI 96813 990 2024-01-01 996078252 DAVID C AI CHARITABLE TRUST AI 8085295834 PO BOX 1559 HONOLULU HI 96806 STEVEN C AI TRUSTEE 8085295834 2025-05-15 1 0 MELANIE A KING P00220997 8085311040 2025-05-07 2024 2025-03-06 01:10:19Z STEVEN C AI 660 NORTH NIMITZ HIGHWAY HONOLULU HI 96817 5829935 0 X NA X 1996 HI TO SUPPORT PROGRAMS OF A LOCAL YMCA BRANCH AND OTHER CHARITIES. 4 2 0 0 44238 0 0 0 0 0 5546381 752788 227824 44238 5774205 797026 576750 990500 0 0 0 0 0 0 0 369175 92280 945925 1082780 4828280 -285754 15046086 15740860 0 0 15046086 15740860 X "THE TRUSTEE SHALL DISTRIBUTE ALL OF THE NET INCOME OF THE CHARITABLE TRUST EACH YEAR AND MAY DISTRIBUTE SO MUCH OR ALL OF THE PRINCIPAL OF THE CHARITBALE TRUST AS IT DEEMS NECESSARY FOR THE CHARITABLE TRUST'S PURPOSES, CONSISTENT WITH THE LONG TERM NEEDS OF THE BENEFICIARIES." "PAYMENT SHALL BE MADE, FIRST, TO THE NUUANU YMCA, HONOLULU, HAWAII, TO FUND ITS TEEN FITNESS PROGRAM...". "ANY NET INCOME REMAINING AND ANY PRINCIPAL DISTRIBUTIONS THE TRUSTEE MAY DEEM NECESSARY SHALL BE DISTRIBUTED TO SUCH ONE OR MORE CHARITABLE ORGINIZATIONS LISTED ON EXHIBIT III ... IN SUCH AMOUNTS, AS THE TRUSTEE SHALL DETERMINE." 0 0 SEE THE FOLLOWING STATEMENTS FOR PROGRAM SERVICE ACCOMPLISHMENTS. 375000 375000 YMCA TEEN FITNESS PROGRAM DISTRIBUTION OF 2023 INCOME 615500 615500 EIGHT LOCAL CHARITIES DISTRIBUTION OF 2023 INCOME 2023 INCOME WILL BE DISTRIBUTED IN 2024 990500 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 HI X MR STEVEN C AI 8085295834 660 NORTH NIMITZ HIGHWAY-ADMIN HONOLULU HI 96817 X CAROL AI MAY TRUSTEE 1.00 X 0 0 0 STEVEN C AI TRUSTEE 1.00 X 0 0 0 VAL IWASHITA TRUSTEE 1.00 X 0 0 0 JIM YATES TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 545557 545557 5240140 5032909 207231 207231 207231 HAWAII TAX REFUND 900099 44110 44110 FEDERAL TAX REFUND 900099 128 128 44238 797026 0 44238 752788 980500 980500 10000 10000 437 437 6936 6936 76071 76071 FOREIGN TAXES 6952 6952 REAL PROPERTY TAX 1884 1884 1082780 990500 92280 0 79682 14663 431432 301833 79500 79500 79500 14455472 15344864 15046086 15740860 0 0 X 15046086 15740860 0 0 0 0 15046086 15740860 15046086 15740860 -285754 980528 0 X 0 0 0 X X X 1 YMCA - NUUANU BRANCH 990073533 7 1 375000 0 1 375000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 0 PART IV, SECTION D , LINE3 TWO OF THE ORGANIZATION'S TRUSTEES SERVE ON THE GOVERNING BODY OF TWO SUPPORTED ORGANIZATIONS. THESE TWO TRUSTEES REPRESENT 50% OF THE ORGANIZATION'S BOARD, AND PARTICIPATE IN THE BOARD DECISIONS. AS SUCH, THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME AND ASSETS. PART IV, SECTION E, LINE 2A FUNDS WERE PROVIDED TO THE FOLLOWING SUPPORTED ORGANIZATIONS, TO ASSIST THE SUPPORTED ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSES: GOODWILL INDUSTRIES; IOLANI SCHOOL; JAPAN AMERICAN NATIONAL MUSEUM; PALAMA SETTLEMENT; PALOLO CHINESE HOME; TENDAI MISSION; TI HWEI CHILDREN'S HOME; AND YMCA. 79500 79500 79500 1 EAST ASIA AND THE PACIFIC 0 0 GRANT TO RECIPIENT LOCATED IN REGION 10000 0 0 0 0 0 0 10000 0 10000 EAST ASIA AND THE PACIFIC TO PROVIDE SERVICES AND SHELTER FOR ORPHANED CHILDREN 10000 WIRE TRANSFER 0 1 0 0 0 0 0 0 0 PART I, LINE 2: TRUSTEES MAINTAIN CLOSE CONTACT WITH DIRECTORS AND OFFICERS OF SUPPORTED ORGANIZATIONS THROUGHOUT THE YEAR. 1 IOLANI SCHOOL 563 KAMOKU ST HONOLULU HI 96826 990073502 501(C)(3) 533000 0 EDUCATION YMCA 1441 PALI HIGHWAY HONOLULU HI 96813 990073533 501(C)(3) 375000 0 TEEN FITNESS PROGRAMS GOODWILL INDUSTRIES OF HONOLULU 2610 KILIHOU STREET HONOLULU HI 96819 996001264 501(C)(3) 15000 0 HELP PEOPLE WITH EMPLOYMENT BARRIERS TO REACH THEIR FULL POTENTIAL AND BECOME SELF-SUFFICIENT. PALAMA SETTLEMENT 810 N VINEYARD BOULEVARD HONOLULU HI 96817 990074140 501(C)(3) 45000 0 PARTNER WITH THOSE WHO HAVE THE GREATEST NEEDS IN OUR COMMUNITY, EMPOWERING THEM TO ENHANCE THEIR WELL-BEING THROUGH EDUCATION, HEALTH AND RECREATION. PALOLO CHINESE HOME 2459 10TH AVENUE HONOLULU HI 968163051 990073521 501(C)(3) 6500 0 TO PROVIDE CARE AND SUPPORT FOR SENIORS AND THEIR FAMILIES 5 0 PART I, LINE 2: TRUSTEES MAINTAIN CLOSE CONTACT WITH DIRECTORS AND OFFICERS OF SUPPORTED ORGANIZATIONS THROUGHOUT THE YEAR. ONE SUCH DIRECTOR AND ONE SUCH OFFICER SERVE AS TRUSTEES OF THIS TRUST. FORM 990, PART VI, SECTION A, LINE 2 TWO OF THE FOUR TRUSTEES ARE BLOOD RELATIVES. THE TWO RELATED TRUSTEES ARE OFFICERS OF CITY MILL COMPANY LTD., A CLOSELY HELD RETAIL HARDWARE AND HOME IMPROVEMENT BUSINESS IN WHICH THE TRUST OWNS SHARES. THE ABOVE TRUSTEE STRUCTURE BECAME EFFECTIVE MAY 17, 2013. PRIOR TO THAT TIME THE TRUST HAD SIX TRUSTEES, FOUR OF WHOM WERE BLOOD RELATIVES, AND TWO WHO WERE INDEPENDENT. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEE DESIGNATED TO OVERSEE TAX MATTERS REVIEWS FORM 990 BEFORE SIGNING AND FILING. FORM 990, PART VI, SECTION C, LINE 19 THE CHARITABLE TRUST WILL MAKE PERTINENT EXTRACTS OF ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. YMCA OF HONOLULU - NUUANU BRANCH 1441 PALI HAWAII HONOLULU HI 96813 990073533 YOUTH FITNESS HI 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0