Annual Report - Queen Liliuokalani Trust

2012 ANNUAL REPORT
Queen Lili‘uokalani Children’s Center
Queen Lili‘uokalani Trust
T rustees ’ M essage
A
‘ no ‘ai kākou!
Greetings from the Board of Trustees of the Queen Lili‘uokalani Trust.
As we review the events and achievements of 2012, we reflect on the journey
the Queen Lili‘uokalani Trust and Queen Lili‘uokalani Children’s Center have
taken during our first decade of independent management and operations. The
Trust has faced and overcome many challenges during these past ten years, from
successfully opposing efforts by the Honolulu City Council to condemn Trust lands
in Waikīkī via mandatory leasehold conversion, to strategically shifting the focus
of future real estate development away from Waikīkī to its land holdings in West
Hawai‘i. In 2002, the Children’s Center faced budget shortfalls that forced the
agency to reduce its personnel, streamline its operations, and refocus its priorities
for service. Now, ten years later, the Trust and Children’s Center have made great
progress with regard to both finances and programs.
For the year 2012, we are proud to report that the Trust has established a strong
and stable financial foundation from which to carry out our Queen’s legacy of
service to the children of Hawai‘i. Of equal importance, the Children’s Center
continues to do its great work to fulfill our beloved Queen’s mission to care
for and support our orphan and destitute Hawaiian children, their families and
communities.
FROM LEFT TO RIGHT: Queen Lili‘uokalani Children’s Center - Ben Henderson,
President & Executive Director. Queen Lili‘uokalani Trust - Thomas K.
Kaulukukui, Jr., Chairman and Managing Trustee; Dr. Claire L. Asam, Trustee;
Patrick K.S.L. Yim, Trustee; Robert H. Ozaki, President & CEO.
Some of the significant events and achievements of 2012 are highlighted below.
Queen Lili‘uokalani Children’s Center
The Children’s Center’s mission is to strengthen families so they can raise
healthy and resilient children who will become contributing members of
society. Ka ‘Ohana (Individual and family Strengthening Services), Nā Hui
‘Ohana (Group Services), and Nā ‘Ohana Kaiāulu (Community Building
activities) are how we support the families and communities who care
for our keiki (children). Hawaiian cultural values and practices are at the
foundation of the Center’s work, as staff members strive to ensure that
there is a caring and nurturing adult to help guide and mentor each of
our youth. Individual counseling and group activities help instill a strong
spiritual and cultural base, and partnerships and collaborations with a
variety of community organizations and service providers contribute
to establishing a strong support system for the orphan and destitute
children who are the beneficiaries of our Queen’s Trust.
In 2012, the Queen Lili‘uokalani Children’s Center directly assisted
1,485 orphan children and 8,692 destitute children, providing individual
casework and group services to support their needs. The Children’s
Center reached more than 91,000 additional children through a variety
of group and community building projects and collaborations with
community and interagency partners. In carrying out its work, the
Children’s Center continued to incorporate Hawaiian cultural values
and practices into all program activities, and also continued its efforts
to refine and improve the manner in which it documents and evaluates
the outcomes of its journey with beneficiary families.
In April, the Trustees and staff of the Endowment Group and Children’s
Center gathered at Keauhou-Kona, Hawai‘i for a two-day retreat.
Participants attended a variety of workshops and excursions to expand
their cultural learning. They also had the opportunity to visit the
Queen’s landholdings at Keahuolū, where the Makalapua Shopping
Center, the Kona Industrial Park, the recently opened Kona Commons
Shopping Center and Papawai Beach are located. These 3,400 acres at
Keahuolū represent the future of the Trust and are currently the focus
of extensive planning efforts.
In May, the Trust and Children’s Center were among a select group of
Hawai‘i organizations invited to host a delegation from Aotearoa led
by the Maori King, Te Arikinui Tuhetia, during his visit to our islands.
The gathering was held on the grounds of the Children’s Center’s
Windward O‘ahu Unit at Hale ‘Aha in Punalu‘u, and included a high
level of cultural protocol, speeches, entertainment and the exchange
of gifts, and a luncheon. It was a distinct honor to host this prestigious
delegation, and the event highlighted the strong cultural and political
ties that exist between our two Polynesian peoples.
During the summer of 2012 workers from the Wai‘anae Coast Unit
hosted an ‘Aha ‘Ōpio Kāne Conference attended by 120 male youth
from across the State. The conference focused on male roles and
responsibilities, and engaged the participants in a variety of cultural
learning activities.
Renovation work at the Children’s Center’s Wai‘anae Coast Unit was
completed in August, following several years of construction. The
renovated facilities include new employee offices, a large conference
room, men’s and women’s meeting houses (hale mua and hale o
Papa) and expanded parking facilities. Construction of a new certified
kitchen, dining area and additional restroom facilities is scheduled to
be completed in the fall of 2013.
In September, the Children’s Center honored our Queen on her 174th
birthday. Beneficiary children and their families gathered at Mauna‘ala
with our Trustees and staff to commemorate and celebrate her life and
her legacy.
In November, orphan families and agency staff gathered at Papawai
Beach in Keahuolū for the Children’s Center’s Nurturing ‘Ohana Camp.
Attended by orphan families from throughout the islands, the threeday camp included workshops incorporating cultural values, concepts
and activities to help these families cope with their grief and loss.
Special activities focusing on kāne and wahine roles and responsibilities
highlighted the camp.
Queen Lili‘uokalani Trust Endowment Group
The Children’s Center is funded in its entirety from revenues generated
by the endowment assets of the Queen Lili‘uokalani Trust. The
Endowment Group manages these assets to achieve an appropriate
integration and balance between funding the mission today and into
perpetuity while preserving the endowment’s purchasing power.
In 2012, the Trust’s Endowment Group continued to focus on
diversifying the endowment assets, which at year end included $400
million of Hawai‘i real estate and $141 million in investment assets.
The Trust continued its long-term focus on the planning,
re-entitlement, and development of its West Hawai‘i lands. In the
short-term, the Endowment Group worked toward the completion of
the Kepo‘okalani Interpretive Center, which will house area artifacts,
and provide an entryway to the adjacent 25-acre Historic Preserve
Area. Kepo‘okalani was a key element in the mitigation program for
the Ane Keohokālole Highway construction project, the largest federal
stimulus transportation project in the State of Hawai‘i. The highway
was opened on June 23. Ma‘a Way, completed in November, improved
traffic flow between Kaiwi Street in the older Kona Industrial Park
and the newer commercial sites fronting Loloku Street and Makala
Boulevard.
Rental revenue from the Trust’s developed Hawai‘i real estate
remained steady, increasing by 5.7 percent in 2012 and driven primarily
by increases in residential rent and percent rent revenue from Waikīkī
hotels. The Trust also completed the third phase of its leased-fee
sales program for the Waikīkī Banyan, Waikīkī Sunset, and Lili‘uokalani
Gardens condominiums and began the leased-fee sales program for the
Foster Tower condominium project. In 2012, the Trust received over
$11 million in net cash for leased-fee sales and expects to receive over
E ‘onipa‘a kākou!
$25 million in net cash in 2013.
Investment assets performed well in 2012, returning 10 percent on
an absolute basis, which was better than its benchmark return of 9.4
percent. On a since-inception basis, investment assets continue to
outperform its benchmark on an annualized since-inception basis by
1.6 percent.
At the Trustee level, we encouraged and supported selected projects
whose missions had a broad impact upon and enhanced aspects of our
mission. For example, we supported the founding of an organization
whose purpose is to inspire and build leadership among Hawaiian
males, through a culturally-based curriculum centered around the
traditional hale mua (men’s house). We also supported an ongoing
project to republish the Queen’s autobiography, Hawai‘i’s Story.
In summary, 2012 was a year in which we continued to build our
current and future financial foundations, while embracing our
beneficiaries to fulfill their needs. We believe that our Queen would
be proud of the work we are doing to fulfill her wishes and our mission.
We shall remain steadfast in this effort.
Board of Directors-Queen Lili‘uokalani Trust,
Thomas K. Kaulukukui, Jr.
Chair & Managing Trustee
Patrick K.S.L. Yim
Trustee
Claire L. Asam
Trustee
‘ONIPA‘A
T
he ‘ōlelo no‘eau (wise saying) of E Nānā ‘Ana I Ka ‘Ōpua O
Ka ‘Āina was our guiding theme for the Queen Lili‘uokalani
Children’s Center’s 2012 All-Agency Retreat in Keahuolū,
Kailua-Kona.
The theme turns our attention to the future and the
opportunities it provides for the Children’s Center and our
beneficiaries. In many respects as we strive to continue the
Queen’s Trust in perpetuity, the ‘āina (land) and wahi pana
(legendary place) of Keahuolū best represents opportunities as
we look to the future. Given this perspective and background,
the theme literally means, “To observe the horizon clouds of the
land.” The deeper meaning or kaona is, “Seek to discover future
events by observing the cloud omens.” Kona is well known
for its calm and peaceful weather and the ‘ōpua clouds that
embrace the calm seas. Looking to the future will indeed require
a measure of calmness and reflection so we may see the omens
and hō‘ailona (signs).
This ‘ōlelo no‘eau represents our opportunity to plan, envision,
and look for those benchmarks and milestones that tell us we are
on course in meeting the needs and strengthening the capacities
of our beneficiaries and their families. At the same time, this
‘ōlelo no‘eau presents opportunities for the Trust and Children's
Center to meet the challenges and opportunities as we move
forward in the future.
The Trust's Endowment Group continues to plan for the future as
they strive to create quality income streams to fund the Queen's
mission in perpetuity. At the same time and in partnership with
our beneficiary families and community partners, the Children’s
Center continues to explore how best to help our target
population grow, thrive and be able to give back to their families
and community.
Pūpūkahi i Holomua
PHILOSOPHY
As we look toward the future, the journey we travel with our
beneficiary families is one that is deeply rooted in the cultural
and spiritual foundation that is part of the legacy given to us
by our Mō‘ī Wahine , Queen Lili‘uokalani. She was a strong
leader in a time of great political, social, and cultural turmoil in
Hawai‘i. Our Queen’s strong cultural and spiritual beliefs were
the cornerstones of her perseverance, strength, and resilience.
Like our Ali‘i, we also draw from these sources of the Hawaiian
heritage as we work with our beneficiaries and families,
emulating her traditional beliefs and practices.
SERVICE OUTCOMES
As we look at the long-term impact of our work with Hawaiian
children and their families, four service outcomes serve as our
beacon: Each Hawaiian child will have a consistent and nurturing
adult in their life, be grounded in culture and spirituality, be
healthy, and live within communities that care about their
welfare. These outcomes help guide our work in a common
direction while, at the same time, allowing for a wide range of
programs and services.
STRATEGIES FOR SERVICE
The cultural and spiritual values of our Queen are first felt and
experienced when we welcome families through our doors
(ho‘okipa). We take the time to talk story with them and build
a strong relationship (pilina). Traveling long journeys with our
families (‘onipa‘a), we have come to know and appreciate that
this bond and our work together is what carries them to a
place of healing and peace. At the same time, we make time to
reflect together how we were able to traverse the obstacles and
celebrate the achievement of milestones (Hō‘ike ‘Ana).
The work of our Mō‘ī Wahine today is rooted in a strength-based
approach. It is from this place that families can come to appreciate
areas that are working well in their lives. They build on the strengths
and capacity of each person and the family as a whole to learn and
grow while at the same time addressing present and future needs.
Hō‘ike ‘Ana or cultural evaluation has laid the foundation for the
Children’s Centers’ 142 projects in 2012. We critically and honestly
reflect on the results and impact of our services, discern the most
appropriate manner to collect evaluative data, and engage in dialogue
about the future sustainability of projects to best and prudently use the
Queen’s resources.
PROGRAM SERVICES
The greatest resource of the Children’s Center is our staff who
implement our program services. They integrate the best of Hawaiian
traditions, knowledge, and wise-practices with social work theories
and best-practices. This results in a unique cultural social work model
for the Children’s Center’s work with Hawaiian children, families and
communities. Ka ‘Ohana (Individual and Family Services), Nā Hui
‘Ohana (Group Services) and Nā ‘Ohana Kaiāulu (Community Building
Services) are woven throughout the 142 projects in 2012. Casework
is the cornerstone of our services assisting orphan families with grief
and loss issues. Oftentimes, the immediate goal is to help families
acknowledge and work through the pain and address the shift in family
roles due to the loss of a family member. Beneficiary children and
their parents are also involved in support groups. ‘Ohana Care Givers’
Group, for example, strengthens their emotional well-being, increase
access to resources, and provide respite. Through Nā ‘Ohana Kaiāulu
the Children’s Center partners with private and public agencies and
individuals to build capacity in order to provide the best opportunities
for beneficiary children in these communities.
The vision and leadership of our Trustees, the Endowment
Group, our President & Executive Director, Deputy Director and
the support of our administrative departments allow the units to
optimize resources to benefit our Hawaiian children and families.
We integrate the best of Hawaiian culture and what the field
of social work has to offer. Through a multi-modal approach to
services, we are able to realize success and its impact on several
levels.
HŌ‘IKE ‘ANA (EVALUATION)
One of the principles of Community Building the Children’s
Center embraces is that process and outcome are equally
important. Hō‘ike ‘Ana is a continual journey as we bring to
the forefront, and make more explicit, the milestones and
benchmarks of our projects. It is critical to pause and re-assess
the direction of the project throughout the journey (process). It
is equally important to be able to know ahead of time how we
plan to achieve outcomes and describe these results in mo‘olelo
(impactful stories) with supporting qualitative and quantitative
data (outcome).
collective work in mo‘olelo, and supporting qualitative and quantitative
data.
MO‘OLELO
The heart of the Queen’s work today is told in the sacred stories of
families who come through her doors. The families open their hearts
and lives trusting the journey towards healing and hope. The stories
in this 2012 Annual Report are offered by our families and their
workers as moments in time, brief but important reflections of loss,
struggle, and growth. While these stories are personal, they reflect and
illustrate the nature of our work – the step-by-step journey our workers
take with our beneficiaries, their nurturing families, and the loving
communities that surround them.
The mutual and shared vision, philosophy and commitment of our
Trustees, Endowment Group, Executives, Administration, and Units are
important contributing factors to what we read in these stories.
In 2012, the Children’s Center continued to move forward with
its work in this area. On a project level, units are applying
Hō‘ike ‘Ana-based thinking to the planning, implementation, and
evaluation of their projects. This approach examines the unique
alignment of project goals with the agency’s service outcomes.
It helps to clarify the “na‘au” or essence of the project. The
process includes discussion and agreement on how a project
plans to capture evaluative data. Through quarterly workgroups,
unit managers review and reflect on their own and each other’s
project plans and year-end evaluation reports. Hō‘ike ‘Ana-based
thinking is applied on the managerial level to capture summative
evaluation data and to describe the results of their unit’s
Kona and Wai‘anae Coast Unit ‘ōpio at Maori King, Te Arikinui Tuhetia, visit at Windward O‘ahu Unit
Her Majesty’s Legacy
On December 2, 1909, Queen Lili‘uokalani executed a Deed of Trust, which
established the legal and financial foundation of an institution dedicated to
the welfare of orphan children. She amended her Deed of Trust in 1911 to
include destitute children. It states, “All the property of the Trust Estate, both
principal and income…shall be used by the Trustees for the benefit of orphan
and other destitute children in the Hawaiian Islands, the preference given to
Hawaiian children of pure or part-aboriginal blood.”
Withstanding the Storms of Life
From Wai‘anae Coast
Written by the Wai‘anae Coast Unit
Kahalelehua. She is one of four children born to Philip Kahalelehua and
Rose Callahan.
On May 25, 2004, Child Protection Service (CPS) and the courts got
involved with Fasha’s family due to parental substance abuse and
educational neglect. Family Court awarded custody of her sister to her
maternal grandparents, the Callahans; Fasha, age 6 along with her two
brothers, Jonah, age 8 and Bishop, age 10 were adopted by her paternal
grandparents, Lester and Carol Kahalelehua. A major turning point in
Fasha’s life occurred when just three months later her grandfather, who
had adopted her, died. A loss indeed for Fasha, but she still was in the
company and care of her grandmother.
Among the Hawaiian people the word “hānai” means to “adopt or
foster a child,” thereby providing food, nourishment, sustainability,
care, and proper nurturing. This concept also honors and holds
sacred the biological family’s relationship and ties. Many times, it
is the kūpuna (grandparents) who hānai the child. When they pass
on, the kuleana (responsibility) of raising that child remains within
the ‘ohana. This is practiced throughout Hawai‘i and wherever you
might find Hawaiians and Hawaiian communities.
A hānai child is treated the same as one’s own biological children;
and although the child may not be legally adopted at the time, he or
she receives the same benefits, experiences the same life struggles
and challenges, and feels the same emotions that families face.
This is the story of one such child. Her name is Fasha Kawēkiu
When Fasha came to the Wai‘anae Coast Unit, she was filled with more
questions than there were answers. She was rebellious at times due to
the lack of structure in her life, preferring a more sedentary lifestyle. This
would end, however, when, not long after, her grandmother passed away
– the only lifeline Fasha had known after the passing of her grandfather.
Grief overtook her. The grief turned to anger. Disappointment towards
her biological parents was prevalent. The loss of her grandparents’
homestead – the home she had lived in all of her life – and the freedom
she experienced while they were alive were now a thing of the past.
Fasha would now be living with her Aunty Jenny as her primary caregiver
and be required to live a structured life – a life of rules, timelines and
schedules that she was not used to following. Something had to be done
and quickly.
The Wai‘anae Coast Unit workers immediately gathered Fasha, her Aunty
Jenny and members of her extended family together for “kūkākūkā”
sessions addressing guardianship and behavioral modification issues. It
was during one of these sessions that Fasha was approached with the
From Wai‘anae Coast
idea of attending a youth camp in New Mexico with other Native
American youth throughout the United States. Hesitant at first, Fasha
finally “came out of her shell” and agreed to go with three other ‘ōpio
– all four having one thing in common: they were all orphans.
provided her with the knowledge of our kūpuna, both past and
present, the understanding of the Hawaiian values as it applies to her
and her family, and the respect for the Hawaiian culture, her culture,
allowing her to also develop and sharpen her leadership skills as well.
Two staff accompanied the four ‘ōpio (youth) to Mt. Taylor, New
Mexico for the National Indian Youth Leadership Project camp. Fasha
became much more confident with her newly-acquired skills in the oli
(chants), mele (music) and hula (dance). She took the reins as the four
‘ōpio shared about Hawaiian culture with the youth from the different
native American tribes. Fasha led in oli, exercised her Hawaiian
language skills with the youth, mākua (parents) and kūpuna who were
gathered at the camp. This wonderful young lady captivated their
hearts and minds and affected each one of them emotionally. By
engaging herself with confidence and self-esteem, Fasha was now a
young lady full of warmth, energy and a sense of caring for others.
The Wai‘anae staff stepped up its support of the unit’s strategies –
through Ho‘okūpono (the Children’s Center guidelines for behavior),
‘ōlelo Hawai‘i (Hawaiian language) and cultural practices, we will build
a strong foundation that can create a positive nurturing and learning
environment for our youth, families and communities.
The ‘ōpio toured ancient ruins and lived among people with simple
lifestyles. In so doing, Fasha began to compare how the Hawaiian
people must have also lived simply, enriching their lives in harmony
with their natural surroundings.
When the group returned from New Mexico, Fasha was introduced to
and enrolled into Nā Lauka‘i o Kaiona, another project of the Wai‘anae
Coast Unit. Its emphasis on learning about the Queen, her legacy,
understanding and appreciating the Hawaiian language, culture, arts,
and values provided Fasha the needed guidance in her life, thereby
providing opportunities for both ‘ōpio and family.
A second project, Hō‘ikaika Nā ‘Ohana i Hala, helped to strengthen
the bonds of the family on their journey through grief and healing
with guidance toward proper daily conduct, a process we know as
“ho‘oponopono.” Both programs contributed immensely to Fasha and
her family’s well-being and helped to encourage participation in the
ways of our kūpuna, the ‘ōlelo, oli, protocol, mele, hula, lā‘au lapa‘au
(medicine) and many other skills. These two projects nurtured and
The change from attending Nānākuli Immersion School to enrolling in
the Ānuenue Immersion School in Pālolo necessitated adjustments in
Fasha’s adolescent life. Waking up early to meet the school bus every
morning was a challenge. Her cheerleading and paddling hopes were
put on hold. However, with the ongoing efforts of Nā Lauka‘i o Kaiona
and Hō‘ikaika Nā ‘Ohana i Hala staff and community partners, Fasha
began to develop a sense of kuleana (responsibility). The leadership
skills she acquired early on began to take effect, not only in her life
but in the lives of all with whom she associated.
Having a deeper understanding and respect for all people, especially
her kūpuna now, Fasha listened to their stories and their history.
She became fascinated with how the kūpuna prepared traditional
Hawaiian meals, because along with each prepared meal they shared
with her the stories that went into its preparation, its significance
in the Hawaiian diet and the importance of each step being precise.
With this Fasha gained the knowledge, understanding, importance
as well as the hard work it took to undergo so simple a task as meal
preparation. She now lends a helping hand in such preparations
around the home.
With community partners and programs such as Pa‘ahala, Hawaiian
Civic Clubs, the University of Hawai‘i, Wai‘anae Rotary and Kumu
Kimo Keaulana to name a few; Fasha has gained a better insight into
how each member of the community, working together, can achieve
anything through the power of collaboration, thereby supporting the
analogy that “it takes a village to raise a child.”
Fasha continues to develop these life and leadership skills. She was
instrumental in compiling a Hawaiian language booklet with simple
phrases, sentences and proper conversational dialogue that is being
used by the ‘ōpio of the unit’s projects. Fasha has gained a deeper
respect for not only herself, but for the efforts of those who spent
countless hours helping her and other ‘ōpio in similar circumstances.
Each ‘opio is precious and with positive reinforcement and continued
collaboration between ‘ohana, kūpuna, community partners and the
Queen Lili‘uokalani Children’s Center, anything is possible.
Fasha continues her education at Ānuenue Immersion School, is
waitlisted for the Kamehameha Schools, Kapālama Campus, has
her sights set upon higher education, either in Hawai‘i nei or on the
continental United States. Her family has moved back to Nānākuli and
stays in constant contact with the Children’s Center.
Recently, Fasha and her Aunty Jenny visited the unit. Fasha feels that
the Children’s Center has helped her in many ways, yet she struggles
in her attempts to verbally express her feelings and emotions with
anyone. She wrote a short letter after her visit, and these are her
words:
“Maopopo au i ka mana‘o nui o ke kōkua a me ka hana kekahi i kekahi
ma muli o QLCC, a ha‘aheo au, he kanaka Hawai‘i ma muli o ka hula.
He aloha nō kākou a pau, mai ko‘u ‘ohana a i kou ‘ohana. Mahalo
nui loa.” (I now understand the importance of helping and working
with one another because of QLCC, and I am also a proud Hawaiian
because of the hula. Love to everyone, from my family to yours.
Thank you very much.)
Fasha was like a tree in a forest of uncertainty until someone decided
to make something out of this tree and built a canoe. When this
canoe was built, it still had to be tested in an ocean of diversity. Fasha
overcame the many swells that came her way; and by unfurling her
sails of confidence and self-motivation, she prevailed. Her destination
is in sight and all she needs now is patience and trust in herself and
others, and the knowledge that we are the wind that will fill her sails
and help her reach that destination.
“Mōhala i ka wai, ka maka o ka pua.” Unfolded by the water are the
faces of the flower. This ‘Ōlelo No‘eau is significant in the growing
process that Fasha had undergone, for as the ‘ōlelo is defined as such
its meaning bears a great kuleana, both for Fasha and those who
continue to support her and others. As “flowers thrive where there is
water, thriving people are found where conditions are good.” Fasha
and many other ‘ōpio are the flowers. The biological family, the
community, and the Queen through the Wai‘anae Coast Unit are the
water and must be the ones to create favorable conditions for these
flowers to grow, bloom, and thrive.
The Wai‘anae Coast Unit’s group services and Fasha’s involvement
helped her in so many profound ways to overcome and heal from
grief, loss and change. Travel to visit and learn about other native
cultures reinforced her
commitment to and
appreciation of her own
Hawaiian culture. It also
supported and helped Fasha
to appreciate, reconnect,
and heal with her biological
family, who are responsible
to care and raise her.
Preparing For Passing: Cerissa’s Story
From Ko'olau Poko
Written by Christa Otake
Ko‘olau Poko Unit on November 23, 2007 after being diagnosed with
cancer six weeks following the birth of her third child, Logan. She
identified herself as coming from a strong Hawaiian family. After a time,
a close and trusting bond was evident between Cerissa and her social
worker. Through the remainder of her time, Cerissa and her worker
sought out medication and treatment alternatives with the hope of
extending this young mother’s life.
Cerissa, her children, and the birth father of her two youngest, were living
with her parents, Mary and Gaylord Mānoa, in Lanikai. The news of their
daughter’s diagnosis and life expectancy was devastating for Cerissa’s
parents. Only ten short years before, Mary and Gaylord lost their fifteen
year old son to cancer. During visits with the social worker, they spoke
often and fondly of him.
“I have missed you more than I could ever imagine; we became
closer in the last year than a father could ever hope for. Helping
you each day through your pains and suffering, carrying you when
you couldn’t walk, listening to you when you wanted to talk and,
alas, dancing with you when you wanted to dance. I will miss you,
Cerissa; everything that was you, I will miss…Dad!”
On August 22, 2008, in her room at Kaiser Permanente hospital
and surrounded by her keiki, ‘ohana members, and friends; Cerissa
Manoa passed peacefully after her long battle with cancer.
Cerissa first came to the Queen Lili‘uokalani Children’s Center
After many counseling sessions with her worker at home and in the
hospital, Cerissa finally accepted her fate. She asked for help to support
her family to plan for her death, funeral and custody of the children.
The social worker convened family meetings to discuss the challenges
Ceressa faced, how they could support her through the journey, and
what opportunities she hoped her children would have as they grew into
adulthood. Difficult and heart-wrenching sessions began with individual
family members, the children, and Cerissa herself to begin helping them
work through the grief and loss. During one of the sessions, Cerissa
and her mother were assisted by their social worker in filling out an
Advanced Directive. As difficult as it was, “The Five Wishes” provided
an opportunity for the family to openly and honestly address and talk
about their feelings around Cerissa’s impending death and how they could
support each other and the ‘ohana. Cerissa was able to accompany her
family to Disneyland – something she really wanted to do for and with her
children.
Before it actually happened, Sage had a dream that her mother
died. This was shared with the social worker and time was spent to
understand why she had the dream and what it meant. At the young
age of 30, Cerissa left behind three children – Sage, age 8; Autumn,
age 5; and Logan, 18 months. Cerissa asked the Ko‘olau Poko Unit
to help her family plan for her death, funeral, and custody of the
children once she was gone. Cerissa’s mother, Mary, was her primary
caretaker during her illness and it was decided that she and her
husband, Gaylord, would take guardianship of their mo‘opuna once
Cerissa passed and with the blessing of the children’s birth fathers.
With her help, Cerissa’s parents planned her funeral, which took place
at their home in Lanikai. With the help of many, the “celebration”
occurred on September 8, 2008. The following morning, Cerissa’s
ashes were spread above her brother’s near Flat Island in Kailua Bay.
The social worker had several meetings with the birth fathers,
Cerissa’s parents, and the children to work through legal guardianship
for the children. In the end, everyone agreed that it was best for the
children to remain with their grandparents. The Ko‘olau Poko Unit
facilitated the legal process with the attorney and court to ensure that
the children were where they belonged.
Grief counseling for the children and family continued in their journey
to healing. The oldest child now attends Kamehameha Schools, and
the youngest are at Lanikai Elementary. The family speaks often of
Cerissa – sharing and fondly remembering the special and wonderful
times they shared with her that keep her memory alive. Every year
on the anniversary of her death, the ‘ohana gather at Kailua Beach to
reminisce and celebrate Cerissa and her life.
This mo‘olelo opens with a profound, deeply personal and moving
lamentation from Cerissa’s father. The message comes from his na‘au
and filled with so much aloha. This may be referred to as kanikau
by both our Hawaiian ancestors and those who practice it today.
Other cultural/spiritual concepts and practices are alluded to as we
read about the family’s journey. Seeking the wisdom of kūpuna,
the unit manager, other staff – combined with her own knowledge
and experience – the social worker recognizes the hō‘ailona (signs/
cues) and helps the ohana understand, appreciate, and deal with the
cultural and spiritual clues and innuendos as they surface. Mutual
trust and respect between the worker and family members are
evident. It is from this place and throughout the journey that the
family heals – that the rainbow follows the rain and, after a time, the
warmth and light of the sun is felt.
In The Blink Of An Eye, He Was Gone
From Honolulu
Written by the Honolulu Unit
‘Ewa/Pu‘uloa projects continue to dramatically reduce the number of freshmen
drop-outs. Keanu was heavily involved in the ‘Ai Alaka‘i Summer Fun program at
Oasis, a collaboration with the Waipahu Weed and Seed Community Program;
and was also a member of the Waipahu High School Hawaiian club, Lei Hali‘a
Aloha.
On June 21, 2012, Justin Grogg died of a sudden heart attack while playing
football with his son Keanu and daughter Kayla. He left behind Jeminis, his
widow; Keanu, a 15-year-old sophomore; and 14-year-old Kayla, a freshman.
Keanu and Kayla were from a previous relationship, while 3-year-old Jaydarose is
Justin’s and Jeminis’ child. Also living in the household was Justin’s mother, Kikuye
Grogg, or “Nana” as she was affectionately called. The family tried to maintain
some stability following Justin’s death, but things slowly fell apart.
In 2012, 84 or 24 percent of our orphan families experienced the loss of
a parent or caregiver from heart disease. In this family, a heart attack
suddenly and unexpectedly left a mother, wife and children to fend for
themselves.
Honolulu Unit’s relationship with Keanu began long before his father’s
passing. This was a result of the social worker’s engagement with Waipahu
High School, where Keanu and his sister are enrolled; and the Unit’s work
in the Waipahu community where the Grogg ‘ohana reside. Keanu was a
freshman at the time. He was well-liked and respected.
The worker observed and encouraged Keanu’s natural leadership
characteristics and abilities in the projects in which he was involved.
Waipahu High School’s FBI Adopt-A-School and Honolulu Unit’s ‘Imi ‘Ike A‘o
Upon learning of Justin’s passing, the social worker encouraged the family to
call the Honolulu Unit, but they were not ready. During the initial period after
Justin’s passing, help and consolation came from the Waipahu Weed and Seed
staff and the Honolulu Police Department, as well as teachers and fellow students
from Lei Hali‘a Aloha, the Justice Academy and ‘Ai Alaka‘i. They offered support,
encouragement and even meals for the Grogg ‘ohana.
Keanu blamed himself for his father’s death, and his school performance went
into a downward spiral. His grades dropped and the motivation and drive to do
well disappeared. Nana reported a far more withdrawn Kayla who kept to herself
and would not talk to anyone about her loss. Jeminis could not grieve for her
husband, as she felt she had to be strong for the children. Although this family
had a great deal of support from relatives, friends, and the community; they
were not able to receive the help to deal with the loss and grief that the family
desperately needed. Jeminis had said, “My friends and family did not want to talk
about Justin and his passing. If I tried to talk about him, they would always try to
change the subject. I think they did not know what to say.” Nana Grogg, too, had
issues as she had a very special relationship with her son. At age three, Justin lost
his father, an honored and respected police officer, in a motorcycle accident.
Nana Grogg became a widow and Justin was a half-orphan. With Justin's
passing, Nana felt she had lost her best friend. They had shared a special
bond and had always “been there” for each other. She was hurt and alone.
On June 22, 2012, the day after Justin’s passing, the Waipahu Weed and Seed
coordinator contacted the Honolulu Unit. The Unit, in turn, reached out to
Keanu and his ‘ohana. Although Jeminis did not immediately respond to the
invitation, she eventually came to realize that these services might be of help
to the children. The Grogg family finally came to Honolulu Unit on August
30, 2012. It was apparent at the onset that Justin’s sudden and unexpected
death had taken an overwhelming toll on this family. In addition to the
emotional and mental anguish, Justin was the main source of income for the
family so they were left with very little to meet basic needs.
The family was immediately helped with supplementary financial assistance.
This took a big burden off their shoulders. After time to assess how best to
address their needs, the social worker and the Grogg family agreed that they
would join the unit’s ‘Ohana Grief Group and Widows Support Group. The
family appreciated and gained much from the experience. The Individual/
Family Support and Group Services pointed to a “light at the end of a dark
tunnel.” The group provided an opportunity for the Grogg ‘ohana to come
together and talk about their loss in a safe environment. The Honolulu Unit
staff helped the families communicate and bring closure with their loved
ones through interactive, hands-on activities that allowed all members to
verbalize and work through their feelings of guilt, loss, anger and resentment.
A unique and unexpected bonding happened between the families in the
group. The Grogg family had shared, “It helped to be with others who have
suffered a loss...we did not feel so alone.”
Keanu also found support in his continued participation with Waipahu High
School’s Lei Hali‘a Aloha Hawaiian Club, and through the kōkua he received
from Kumu Sanborn, Alaka‘i Ānuenue Rodrigues, and his fellow haumāna or
students. His continued growth and interest in the Hawaiian culture was key
to his coping ability and healing. As a freshman, Kayla was able to participate
and receive support through her involvement with the Justice Academy. She
appeared to benefit from this experience and began to open up, socialize,
and display a more cheerful disposition as she spent more time with this
program. Conversations with Nana Grogg found her feeling supported and
moving forward in healing from the loss of her son.
By the end of 2012, it was evident that the Grogg ‘ohana were well on their
way to healing from the loss of a son, husband and father. Honolulu Unit’s
assistance and services, coupled with the Grogg 'ohana's active participation,
helped them to cope individually and as a family with the overwhelming
issues and concerns associated with their loss and grief.
Keanu and Kayla have since successfully completed their first semester
in school. Keanu just returned from a rewarding cultural retreat with
the Waipahu High Hawaiian Club, Lei Hali‘a Aloha, at Queen Lili‘uokalani
Children’s Center in Punalu‘u. Jeminis reported finding incredible support,
comfort and encouragement from the Honolulu Unit’s Widows’ Support
Group. Her involvement with others going similar experiences helped to her
deal with her own grief and loss.
The road to healing and recovery for this intergenerational family came as
they opened their hearts and lives to others who were willing and able to
help them – the Queen, through the Honolulu Unit and its comprehensive
services, and the very special people of Waipahu. Truly, this effort and
achievement speaks to the Queen’s vision and our agency motto for:
“Healthy Children, Strong Families, and Caring Communities.”
Our Hawaiian ancestors understood how important it was that families
grieve together, and opportunities to do so were provided. The ‘Aha
‘Āina Waimaka, or feast of tears, is a celebration for the family. Usually
after a year of mourning, the family is ready to look back and celebrate
fond memories of their loved one. The family’s ‘Aha ‘Āina Waimaka was
held in July. The Grogg ‘ohana may not have known what they needed at
first, but they were eventually guided to our Queen to work through their
grief and loss. Individually and together, they were helped to let go. This
family learned to draw on their individual and collective strengths to heal,
grow and flourish.
Crisis Intervention – Our Queen’s Way
From Windward O‘ahu
Written by the Windward O‘ahu Unit
of his children, for whom he still had strong feelings; Reuben continued to
provide all he could for his children.
Azadia became introverted and unsociable. Without the advice and
role modeling from her mother, it was difficult to deal with the issues of
adolescence---both physically and emotionally as she grew into a young
woman. A shy young man, Kona was diagnosed with Juvenile Type 1 Diabetes
when he was four years old. Reuben was unable to keep stable employment
because his ailing son required so much care.
There were times of weakness, when the stress would consume Reuben.
His social worker, Lehua Pouha, took time to visit with him and the children.
After a time, he came to trust her and to share what weighed heavy on his
heart and mind. On one such visit, Lehua felt a strong sense and concern for
Reuben. Before leaving him, Reuben agreed to call her if he felt he may want
to hurt himself or someone else.
Many families struggle with the loss of a parent or caretaker by
suicide. While Windward O‘ahu Unit staff’s crisis intervention had
a positive outcome for one family, many are ravaged in the wake of
the tragic loss. Death by suicide accounted for 37 or 10 percent of
the orphan families we served in 2012.
Since 2007, when their mother abandoned the family, Azadia (10) and
Kona (13) mourned their physical and emotional loss. Their father,
Reuben, sunk into a deep depression, finding it difficult to maintain his
employment and provide for the basic physical, financial, and emotional
needs of his family. He made several attempts to reunite with his wife,
but she chose to stay away. Despite feeling rejected by the mother
Without their mother’s care and lacking adequate finances, Reuben felt
helpless. The children may have picked up on it, because they asked if they
could visit and spend the night with mom. She agreed and Reuben reassured
them that he would return to pick them up the next day.
When Reuben returned home that night, however, everything he faced and
had to deal with came crashing down on him. Being without his children
may have brought it on but, either way, his thoughts became self-destructive.
Reuben called and left a voicemail message for Lehua. As soon as she got
back to the office and even before she picked up her voicemail messages,
Lehua instinctively knew Reuben was in crisis.
When Lehua called him back, her knowledge and years of experience as
a social worker in the Ko‘olau Loa community came into play. She had
dealt with others in crisis and knew when they were in real danger. It was
imperative that Lehua keep Reuben on the line. For the next critical
hours, the trust that had grown between them was evident as he talked
and shared about his growing up days as well as his likes, dislikes, cultural
values and crafts that meant so much. In the meantime, Unit Manager
Gwen Kim dispatched two workers to Reuben’s home. From listening in
on the telephone conversation, Gwen knew that Reuben was calming
down and the crisis would soon pass. Sharon Spencer and Leialoha
Benson drove to Wahiawā and arrived at the home an hour later.
Sharon recalls, “It was dark when we arrived and the house did not have
the numbers on it so we didn’t know where he was.” But instinct told
Sharon that all these other homes with the flickering TV were not where
Reuben sat. Knocking on the door and not hearing a sound was scary.
Had Reuben already killed himself? Sharon turned the knob and pushed
the door open, and the sound of a man’s voice filled the room. “Aloha
Reuben, are you here?” As they walked towards the lounge, they could
hear Reuben, “I think they are here, Aunty, I think it’s them. I wonder how
they got in, because I locked the door.” Reuben hung up the phone.
After introductions, Sharon and Lei sat down with Reuben. They listened
as Reuben shared his life story. They listened as Reuben shared his pain.
They listened as Reuben shared his deepest desires. As she glanced
around the room, Sharon noticed some carvings, bracelets and etchings
and said, “Reuben, I am from Aotearoa, and it is an honor to meet you
today. In my culture, carvers are highly respected. Their art form and
creations are treasured by the people. In fact, while they are carving a
canoe or whare (house), they become tapu (kapu/sacred) and cannot
be touched. They also cannot touch food and are fed with a stick. The
conversation that night included carving styles, wishes for the children,
as well as the family’s hopes and dreams. It was then that Sharon asked
Reuben if he would entrust her with the rope he had planned to hang
himself with, and he did. An agreement was made with Reuben that he
would “contract” or promise not to harm himself. Aunty Lehua would visit
him tomorrow morning to help him plan for his family’s future.
The journey for Reuben and his family continues. Individual and family
counseling helps them to understand the overwhelming challenges
Reuben felt that led him to consider suicide. Supplementary financial
assistance provides them the means to meet basic needs. They are each
and together coming “into their own” and moving forward in the life they
are meant to know and live.
Today, Reuben is hopeful and confident in his role as a father and
provider. He has a better sense of himself as a Hawaiian male. This
is evident in his involvement with the Unit’s ‘ōpio kāne group, where
Reuben teaches young men the fine art of carving. Azadia is in the 9th
grade, is an “A” student, interacts well with her peers, and is the Co-Vice
President or Hō‘ā Kōkua of the Windward O‘ahu Unit’s Nā Leo Pulapula
youth group. Kona is managing his diabetes successfully, has been helped
to apply for Social Security disability benefits, and is seeking employment
to help the family with finances. While this ‘ohana still struggles to make
ends meet, Reuben has regular work selling his carvings along the North
Shore.
Reuben’s appreciation for our Queen and the staff who have become his
extended ‘ohana is expressed in the work he does with other families at
the unit. His gratitude has him wanting to give back and volunteer more,
but his current Unit worker, Matu‘u Pulotu, reminds him, “You are just
barely keeping your head above water. Let us work together to get you
from survive to thrive!” While their journey of healing continues, Reuben
and his family are in a far better place today as they continue their walk
with the Queen and their Windward O‘ahu Unit ‘ohana.
This story reveals the unique work of the Queen today. Kūkulu kumuhana,
or the pooling of strengths for a shared purpose to resolve a problem, is
clearly a cultural practice we successfully use. The staff come together
and work as an extended family for Reuben and his children. The unit
manager knows, understands and draws on the strengths, knowledge
and skills that each staff brings to help the children, parents and family
as a whole. The Queen’s work today is kōkua with dignity as we support
and build the ‘ohana’s emotional, familial, and financial resources. They
are helped to move from crisis to sustaining a healthy family where each
person is allowed to grow and thrive.
Grandparents’ Unconditional Love
From Lāna'i
Written by Rowena Davis and Shelly Tokunaga-May
The families of Lāna‘i lead a simple lifestyle on one of the most beautiful,
quiet and rural islands of Hawai‘i. The cultural values of ‘ohana and
‘āina are core to their way of life and help to shape the way the Queen
Lili‘uokalani Children’s Center engages and connects with the Lāna‘i
families.
Uncle Gaylien and Aunty Rachel Kaho‘ohalahala are longtime residents
of Lāna‘i with deep roots to the ‘āina. Uncle Gaylien was born and raised
on Lāna‘i. His kūpuna trace their cultural roots back many generations.
When they married, Gaylien and Rachel settled down on the island to
raise their children and now their grandchildren.
Many of our ‘ohana caregivers today are kūpuna or grandparents,
who share a special and close relationship with their mo‘opuna
(grandchildren). In 2012, 409 or 11 percent of our beneficiary
children lived with their grandparents. This is a relationship
deeply rooted in ancient Hawaiian traditions that defines ‘ohana
as relationships with a sense of unity, shared involvements and
responsibilities and, in particular, the care and development of the
precious mo‘opuna. This foundational belief and practice exists
today, and as a Hawaiian agency serving the mission of our beloved
Queen Lili‘uokalani, we are committed to supporting and nurturing
our families to mālama (take care) and ho‘omau (to perpetuate,
continue) this practice to meet the challenges of the present.
Their daughter was hāpai (pregnant) and expecting her fifth child. She
and her new boyfriend believed the chance for getting jobs were better
on Maui, where he had family. Mother had a good relationship with all
her children. Without a plan to care for them on Maui, however, she
knew that the best place for her four daughters, ages 4-9, was to stay with
her parents. Although it was difficult for the children to be separated
from their mother, they all loved and wanted to stay on Lāna‘i. Aunty
Rachel shared that they wanted the children to “stay together as a family,
and it was safer to live on Lāna‘i.”
In January of 2010, Uncle Gaylien and Aunty Rachel contacted our agency
for help in obtaining legal guardianship for four of their six grandchildren.
The Ko‘olau Poko Unit worked with the Kaho‘ohalahala family on Lāna‘i,
the children’s mother on Maui, and their biological father on O‘ahu to talk
about and agree to the best course of action for the children’s sake. The
family had to work through their feelings before everyone accepted the
decision for guardianship.
When the worker first met with the children’s father, he was angry
and felt that his legal rights as the father would be taken away. The
social worker met with him and, over time, he realized that this
was not the case. He would always be the children’s father and an
important part of their lives. It was decided by everyone that placing
the children under the care and guardianship of their grandparents
would ensure that they remained in a stable home environment. The
children’s father attended and participated in the Unit’s 2011 Queen’s
Birthday celebration on O‘ahu where he enjoyed the special time with
his girls.
The Ko‘olau Poko Unit staff helped Gaylien and Rachel through
the lengthy process of obtaining legal guardianship of their four
granddaughters. Working with the family and the court system for
nearly a year, guardianship was completed in 2011.
Support counseling, mostly with Aunty Rachel, ensured the girls
were adjusting to the separation from their mother and basic needs
were being met. The social worker helped the ‘ohana to complete
their family service plan. This was jointly developed with input and
agreement from everyone concerned. The family faithfully attended
the Mālama ‘Ohana group activities and family meetings on Lāna‘i.
As part of their gratitude and desire to give back to the Queen, Uncle
Gaylien and Aunty Rachel became key leaders on the Mālama ‘Ohana
planning committee. It was their idea to organize several huaka‘i
(excursions) highlighting historical/cultural places on Lāna‘i. They
wanted their mo‘opuna to learn about the history of the island and
Hawaiian culture.
The Mālama ‘Ohana group’s first huaka‘i was to Lāna‘ihale, the highest
point on the island. A group of thirty people climbed into a caravan
of four-wheel drive vehicles for the journey up the mountain. They
stopped at different locations along the way where Uncle Gaylien
shared stories that had been told to him by his kūpuna when he
was a young man growing up on the island. As we looked out at
the beautiful vistas, Uncle shared that he walked all across this ‘āina
exploring as a youth.
The second huaka‘i was to Keomoku, the first town on Lāna‘i. One
of the key stops was to Ka Lanakila o Ka Mālamalama Church. It had
been covered with dirt and in serious disrepair over the years. When
we arrived it was in the process of being restored and preserved.
Aunty Rachel shared that some of the families never knew the history
of the church and the land. This gave the families an opportunity to
see first-hand where they come from and why it’s so important to
preserve their land.
Aunty Rachel shared that “QLCC continues to come to Lāna‘i to help
the Hawaiian families who are having a hard time and encourages
them to learn about the culture, about the Queen and what she has
done and continues to do for the keiki.”
Uncle Gaylien and Aunty Rachel are shining examples of the people on
Lāna‘i. It is through those rooted to the ‘āina that future generations
will endure and thrive on the island.
Today, Tabitha the oldest of the four girls is 13 years old; her sister
Kayla is 11 years old, Brandi-Lee is 10 years old, and Julia is 8 years
old. They all attend Lāna‘i High and Elementary School. Aunty
Rachel’s wish for her grandchildren is that they “do good in school and
go on to continue their education.”
Mahalo nui (thank you) to Uncle Gaylien and Aunty Rachel
Kaho‘ohalahala for providing a safe and stable home environment for
their mo‘opuna, and for sharing their knowledge of Lāna‘i’s history
and the Hawaiian culture with other families on the island.
The Hawaiian concept of luhi allows dignity for parents who cannot
take care of their children. It allows for someone else in the family to
raise the children with devoted care. The ties remain strong between
the children and the parents. This is something we, as the Queen’s
representatives today, want to encourage, support and ensure.
CONCLUSION
M
ahalo nui to our beneficiary families who so willingly
and with so much aloha shared their stories.
These are but a few examples from across the State of
Hawai‘i that illustrates the struggles and the triumphs our
children and families experience. Building on their innate
strengths and capacity, our beneficiaries, families and
communities grow, develop, and thrive. From hearts and
lives fulfilled, they give back to their ‘ohana and the world
they live in so that it is a better place for all.
Mahalo to the Trustees, Executives and Staff of the Queen
Lili‘uokalani Trust and Queen Lili‘uokalani Children’s
Center. They strive to maintain an organizational
philosophy emanating from our Queen’s foundational
values. That is, great wisdom, dignity and healing
practices are found in the cultural roots and traditions
of every Hawaiian child. It is from this special place that
their commitment, hard work, and dedication come and
the Queen’s vision is being realized.
2012 PROGRAM SERVICES
# of Children Served
Ka ‘Ohana
Orphan
Destitute
Nā Hui ‘Ohana and
Nā ‘Ohana Kaiaūlu
Total
1,485
8,692
Total Expended
$ 4,072,060
$ 4,303,552
91,392
$ 7,267,459
101,562
$15,643,071
2012 ENDOWMENT GROUP UPDATE
The year 2012 marked the 10th anniversary for the Trust’s
Endowment Group, which assumed management of Trust assets in
October 2002, following the resignation of First Hawaiian Bank as
trustee and asset manager.
In our first decade, we achieved objectives for building a margin of
safety, diversifying revenue streams, and increasing top-line growth.
The first decade resulted in:
Annualized revenue and earnings growth of 8.9% and 10.6%,
respectively;
Annualized 5.6% growth of investment assets.
In 2012:
We continued to focus on building long-term asset value to fund
the mission in perpetuity.
The Trust continued long-range planning for 1,300 acres in West
Hawai‘ i.
The Trust partnership with state, county and federal government
to improve West Hawai‘i regional traffic circulation reached
Wahi pana along Ane Keohokālole Highway
fruition as the Ana Keohokalole Highway opened.
Ma‘a Way was completed, a two-lane road that improves
connectivity between older and newer areas of commercial and
light industrial businesses, located on trust land just north of
Kailua-Kona Village.
Rental revenue increased 5.7%, primarily due to increased rents
received from Waikīkī real estate assets.
The Queen Lili‘uokalani Investment Fund returned 10.0%, versus
its benchmark return of 9.4%. Since June 30, 2007, the inception
date of the Queen Lili‘uokalani Trust Investment Fund, the
portfolio has outperformed its benchmark by 1.6 %.
From assets of approximately $541 million, the group provided $19
million to fund direct mission-related activities. This represents a
3.58% spending rate, in line with our historical spending rate of 3.8%,
and exceeding the current minimum required distribution of 3.28%.
Further information can be found in Exhibits A,B, and C and in the
Trust’s Financial Statements and Supplemental Schedule for the
year’s ended December 31, 2012 and 2011. Full copies are available
at www.onipaa.org or www.qlcc.org.
Ma‘a descendants at Ma‘a Way road blessing
2012 ENDOWMENT GROUP UPDATE
Queen Lili‘uokalani Trust
Endowment Assets
Queen Lili‘uokalani Trust Investment Portfolio
Asset Allocation as of December 31, 2012*
(Exhibit A)
(Exhibit B)
2012
Asset Classification Fair Market Value Target20122011
Asset Classification
Hawai‘i Real Estate
Target
Allocation
2012
2011
Allocation
Allocation
$399,840,000
65%
74%
77%
U.S. Equity 12.50%
13.02%
12.90%
Investment Portfolio $141,143,000
35%
26%
23%
Non-U.S. Developed Equity 10.00%
9.15%
6.30%
7.50%
7.56%
6.20%
Tactical Allocation
10.00%
15.78%
16.70%
Marketable Alternatives 25.00%
22.79%
21.10%
Real Assets 15.00%
11.44%
13.00%
Private Equity/Venture/Distressed 10.00%
4.41%
4.30%
Bonds 10.00%
9.82%
14.70%
Cash 0.00%
6.03%
4.80%
Total
$540,983,000 100%100%100%
Emerging Markets Equity Total
*Source: Cambridge Associates, LLC
Totals may not add due to rounding
Kepo'okalani Interpretive Center, Keahuolū
Wai‘anae Coast Unit new administration building
100.00%100.00%100.00%
Queen Lili‘uokalani Trust Investment Portfolio
Period ending December 31, 2012
Marketable Return and Benchmarks*
Non-Marketable Alternative Assets
Performance*
(Exhibit C)
Asset Classification
2012 Annual Return Benchmark** Value Added
Total Stocks
Benchmark: MSCI All Country
World Index
19.20%16.80% 2.40%
Tactical Allocation
9.50% 10.90%-1.40%
Benchmark: 50% HFRI Fund of Funds
Diversified 50% MSCI
All Country World Index
Marketable Alternatives
Benchmark: HFRI Fund of Funds Index
8.40% 4.90%3.40%
Bonds
7.70% 4.20%3.50%
Benchmark: BC Aggregate Bond Index
Cash 0.10% 0.10%0.00%
Benchmark: 91-day Treasury Bill Index
Public Real Assets***
Benchmark: S&P GSCI 0.90% 5.10%-4.20%
Private Real Assets 4.60%
--
--
Venture Capital/Private Equity ***
3.80%
--
--
Distressed Securities***
7.30%
--
--
Total Fund (ex Private Real Estate Holdings)10.00%
9.40%
0.60%
* Source: Cambridge Associates, LLC
** Benchmark: 12.5% Russell 3000, 10.0% MSCI EAFE, 7.5% MSCI EM, 25% HFRI Fund of Funds Diversified, 7.5%
(75% S&P GSSI / 25 T-Bills+5%), 7.5% Custom Real Estate and Energy Benchmark, 5% CA Private Equity Median,
5% CA Venture Capital Median, and 10% BC Aggregate Bond Index, 100% (50 HFRI FOF Diversified / 50 MSCI All
World Country).
** Private Equity returns are reported on a quarter lag.
Total may not add due to rounding.
Asset Classification
IRR Since IRR NAV/Paid In
Inception** Benchmark*** Multiple
U.S. Private Equity
3.40%
8.20%
1.1X
U.S. Venture Capital
3.00%
10.30%
1.1X
Distressed Securities
11.10%
10.20%
1.4X
Non-U.S. Private Equity
7.90%
7.90%
1.2X
Natural Resources
8.30%
11.00%
1.2X
Real Estate
2.90%
5.30%
1.1X
Total Non-Marketable Alternative Assets***
6.10%
8.20%
1.2X
* Source: Cambridge Associates, LLC
** Inception dates vary by vintage year of the individual investments
*** CA Vintage Year Benchmarks represent the means of a pooled return of funds weighted by
asset class vintage year.
Hawai‘i Private Real Estate
Holdings Performance
Hawai‘i Private Real 2012 Cash-On-Cash
Estate Holdings
Return Target*
Value
Added
Hawai‘i Private Real Estate 5.81%
Holdings
-0.93%
6.74%
* No formal benchmark - the Endowment’s long-term target return is CPI-U + 5%.
Queen Lili‘uokalani Children’s Center has locations on each of our Hawaiian Islands,
with the exception of Ni‘ihau. We welcome your interest, your support,
and the opportunity to work with you on behalf of the children Queen Lili‘uokalani so loved.
Please contact the location nearest you for more information.
Queen Lili‘uokalani Trust
Trustees
1132 Bishop Street, Suite 1890
Honolulu, Hawai‘i 96813
(808) 203-6180
Endowment Group
1100 Alakea Street, Suite 1100
Honolulu, Hawai‘i 96813
(808) 203-6150
Queen Lili‘uokalani Children’s Center
Administration
1300 Hālona Street
Honolulu, Hawai‘i 96817
(808) 847-1302
O‘ahu
Honolulu Unit
1300-A Hālona Street
Honolulu, Hawai‘i 96817
(808) 851-7766
Maui
Maui Unit
1791 Wili Pā Loop
Wailuku, Hawai‘i 96793
(808) 242-8888
Hawai‘i
Hilo Unit
919 Ululani Street
Hilo, Hawai‘i 96720
(808) 935-9381
Ko‘olau Poko Unit
46-316 Ha‘iku Road
Kane‘ohe, Hawai‘i 96744
(808) 235-7613
Hana Office
P.O. Box 662
Hana, Hawai‘i 96713
(808) 248-7218
Kona Unit
74-5490 Makala Blvd.
Kailua-Kona, Hawai‘i 96740
(808) 329-7336
Wai‘anae Coast Unit
87-1876 Farrington Hwy.
Wai‘anae, Hawai‘i 96792
(808) 668-2314
Kona Unit Mailing Address
P.O. Box 2819
Kailua-Kona, Hawai‘i 96745
Waimānalo Office
41-245 Ilauhole Street
Waimanalo, Hawai‘i 96795
(808) 851-7790
Moloka‘i
Moloka‘i Unit
Kūlana ‘Oiwi
602 Maunaloa Highway
Kalama‘ula
Mailing address:
P. O. Box 55
Kaunakakai, Hawai‘i 96748
(808) 553-5369
Windward O‘ahu Unit
53-516 Kamehameha Hwy.
Hau‘ula, Hawai‘i 96717
(808) 293-8577
LAna‘i
Services provided by
Ko‘olau Poko Unit
(808) 235-7613
Kaua‘i
Kaua‘i Unit
4530 Kali Road
Līhu‘e, Hawai‘i 96766
(808) 245-1873