2026-05-11T18:03:20-05:00 2025-12-31 461673144 LAULIMA TAX ADVISORY GROUP LLC PO BOX 10360 HONOLULU HI 96816 990PF 2025-01-01 990234080 K J LUKE FOUNDATION KJLF 8085240129 45 N KING STREET 600 HONOLULU HI 96817 WARREN K K LUKE PRESIDENT 8085240129 2026-05-07 1 WENDY OTA P00639415 8089099250 2026-05-07 2025 2025-03-06 01:10:19Z X 9017327 X 825686 27260 27260 164449 164449 472290 1667512 472290 1489685 663999 0 0 0 9424 4712 4712 5309 5299 0 31090 31087 3 45823 41098 4715 57000 57000 102823 41098 61715 1386862 622901 2218433 2492186 2492186 659892 656161 646986 3017901 3361406 4608907 906065 1260087 1264396 4069 4852 4852 6806360 7774692 9017327 0 0 X 1732676 1732676 0 0 5073684 6042016 6806360 7774692 6806360 7774692 6806360 1386862 280 8193502 418810 7774692 FIDELITY #0024 518957 110050 408907 408907 FIDELITY #0976 293154 292746 408 408 FIDELITY #0976 163747 162584 1163 1163 FIDELITY #0979 34765 28128 6637 6637 FIDELITY #0979 159397 100714 58683 58683 FIDELITY #0979 743 743 743 FIDELITY #0980 69619 64228 5391 5391 FIDELITY #0980 85365 86830 -1465 -1465 FIDELITY #1048 127346 128027 -681 -681 FIDELITY #1048 214197 221915 -7718 -7718 CAPITAL GAINS DIVIDENDS P 222 222 222 472290 8658 0 8658 0 8658 6392 0 0 0 6392 0 2266 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 5741215 2227263 0 7968478 0 0 7968478 119527 7848951 392448 392448 8658 8658 383790 0 383790 0 383790 61715 0 61715 383790 53092 0 0 61715 53092 0 0 8623 0 0 0 0 0 0 0 0 375167 0 0 0 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 WITH PREFERENCE GIVEN TO PUBLIC CHARITIES. CHILDREN'S DISCOVERY CENTER 111 OHE ST HONOLULU HI 96813 NONE PC TO PROVIDE MULTICULTURAL COMMUNITY EDUCATION AND EXHIBITS TO CHILDREN 25000 HARVARD COLLEGE 124 MOUNT AUBURN ST CAMBRIDGE MA 02138 NONE PC TO SUPPORT THE KJ LUKE FINANCIAL AID FUND FOR HARVARD BUSINESS SCHOOL 10000 A BETTER CHINATOWN ASSOCIATION 2138 ALGAROBA ST HONOLULU HI 96826 NONE PC TO HELP DEVELOPING PROGRAMS, EVENTS AND INITIATIVES THAT PRESERVE THE CULTURAL HERITAGE OF OUR COMMUNITY WHILE FOSTERING A SAFER, CLEANER, AND MOVE VIBRANT NEIGHBORHOOD FOR EVERYONE. 5000 RONALD MCDONALD HOUSE CHARITIES OF HAWAII PO BOX 61777 HONOLULU HI 968391777 NONE PC TO CREATE A BRIGHTER FUTURE FOR SERIOUSLY ILL CHILDREN AND THEIR FAMILIES. 1000 SAINT LOUIS SCHOOL 3142 WAIALAE AVE HONOLULU HI 968161579 NONE PC TO PROVIDE RESOURCES TO STUDENTS PURSUING SCHOLASTIC OPPORTUNITIES 3000 THE DEPUTIES 3462 ALA HINALO ST HONOLULU HI 96818 NONE PC 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 PC TO PRESERVE HISTORIC BUILDINGS, STRUCTURES, OBJECTS, SITES AND DISTRICTS RELATING TO THE HISTORY OF HAWAII 1000 REHAB FOUNDATION 226 NORTH KUAKINI STREET HONOLULU HI 96817 NONE PC TO ENRICH AND ENHANCE THE REHABILITATION EXPERIENCE AND MAXIMIZE EACH PATIENT'S RECOVERY. 10000 57000 0 14 27260 14 164449 18 472290 0 663999 0 663999 0 0 0 0 0 0 0 0 0 0 X X 1 SHARLENE MAU 45 N KING STREET SUITE 600 HONOLULU HI 96817 254952 X 2 WILSON AND JANICE LOO 45 N KING ST STE 600 HONOLULU HI 96817 250000 X 3 WARREN AND CAROLYN LUKE 45 N KING ST STE 600 HONOLULU HI 96817 251188 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 BRYAN LUKE 45 N KING ST STE 600 HONOLULU HI 96817 10000 X 9 GREGORY MAU 45 N KING ST STE 600 HONOLULU HI 96817 19546 X 1 785 SHARES OF VANGUARD INDEX FUNDS (VTI) 254952 2025-09-11 3 300 SHARES OF NVDIA CORPORATION COMPANY (NVDA) 251188 2025-08-14 9 22 SHARES OF COSTCO WHOLESALE CORP (COST) 19546 2025-12-09 ACCOUNTING FEE 9424 4712 4712 BONDS 1260087 1264396 EQUITIES 3361406 4608907 656161 646986 0 0 DEPOSITS IN TRANSIT 2868 3597 3597 PURCHASE INTEREST REC'D IN SUB YEAR 1201 1255 1255 BOOK TAX DIFFERENCE 610 UNREALIZED GAIN ON STOCK CONTRIBUTIONS 415635 BASIS ADJUSTMENTS 2565 FIDELITY #0024 - BROKERAGE ACC'T FEE 25810 25810 0 FIDELITY #0976 - BROKERAGE ACC'T FEE 320 320 0 DCCA ANNUAL FILING FEES 3 0 3 FIDELITY #0979 - BROKERAGE ACC'T FEE 2468 2468 0 FIDELITY #0980 - BROKERAGE ACC'T FEE 1322 1322 0 FIDELITY #1048 - BROKERAGE ACC'T FEE 1167 1167 0 PPA 280 2024 FEDERAL ESTIMATED TAX PAYMENT 10 0 0 FOREIGN TAX PAID - FIDELITY #0976 3353 3353 0 FOREIGN TAX PAID - FIDELITY #0980 1946 1946 0