Annual Report - Queen Liliuokalani Trust

Queen Lili‘uokalani Children’s Center
Queen Lili‘uokalani Trust
QL
2013 ANNUAL REPORT
T rusTees ’ M essage
A
‘ no ‘ai ke aloha āpau
2013 marked the 175th anniversary of the birth of our beloved benefactor,
the Queen Lili‘uokalani Children’s Center are humbled and privileged to carry
of Hawai‘i. It is a kuleana (responsibility) we embrace with enthusiasm, and
the Queen’s investments and real estate holdings. At the program level, the
Queen Lili‘uokalani Children’s Center remained focused on providing quality
of assistance. The Trust Endowment Group maintained its steady course in
FROM LEFT TO RIGHT: Queen Lili‘uokalani Children’s Center - Ben Henderson,
and Endowment Group’s work in 2013:
The Queen Lili‘uokalani Children’s Center
The Queen’s Deed of Trust states that the mission of the Trust is to support
events and gatherings that reached more than 90,000 other
of full or part aboriginal blood. These services are carried out through the
the following:
Strategic Plan.
Queen Lili‘uokalani Trust Endowment Group
endowment assets of the Queen Lili‘uokalani Trust. The Endowment Group
between funding the mission today and into perpetuity, while preserving the
in 2013 include:
E ‘onipa‘a kākou i ka hana nui!
The Trustees of the Queen Lili‘uokalani Trust,
Chair & Managing Trustee
Trustee
Trustee
‘ONIPA‘A
Pauahi ‘O Kalani
Mahalo i ka nani nohea o ka nahele
A kau i ka pua ‘ane‘ane
to Puna and the Pana‘ewa forest in the Hilo district of Hawai‘i Island,
Ua ‘ike i na paia ‘a‘ala ho‘i o Puna
Ua lei na maile a‘o Pana‘ewa ho‘i
Ho‘i ana no na‘e ke aloha i na kini
Admiring the lovely beauty of the forest
Long live, Pauahi, the heavenly one
Long live, Pauahi, the heavenly one
She has seen the fragrant bowers of Puna
And has worn leis of maile of Pana‘ewa
Pūpūkahi i Holomua
The child’s upbringing and care became the complete responsibility of
development.
with their birth parents, we encourage, facilitate, and work towards a
of modern day issues.
work we do with our families.
embraced.
Grounded in the wisdom of our Hawaiian ancestors and the best social
The mo‘olelo brings to light the cultural nature and approach used by our
every one of them.
ability to teach others what has become part of you.
is a shared one of ‘ike (knowledge) and healing.
The stories capture how much our Queen’s own struggles and triumphs
Her Majesty’s Legacy
QL
From Kona Unit
Soul Growth
needs and some of their challenges. She informed him that she was under the care of
I
In the cycle of life, death is profound. To lose your spouse without any
her companion who only wanted to sleep and isolate himself in the tent. There was
she had developed a deep level of trust, respect, and aloha.
Her bail was set at $30,500. Throughout the court proceedings, the family was in
shame permeated among them. It was heartbreaking for her parents to not
post bail and to leave her in custody. However, they knew it was in her best
Throughout the visit, the mothers and children were in constant physical
ongoing contacts have been important in helping to dispel some of the fears
March 2013.
model when she is released.
There are many blessings that have come from this family’s unfortunate
grandparents, uncles, and aunts. The family communicates openly and honestly,
community members. The stories echoed the dire need for support groups,
services, and a safe environment for youth as a ways to reduce recidivism and
support group for grandparents raising grandchildren due to parents being
working group to assess the needs of and develop a resource guide for families
According to Mary Dean Atwood, a clinical psychologist, eastern religious
that we gain the most. It is an opportunity for our soul to grow.
Hawai‘i – Past, Present, and Future
Hāna – Past, Present, and Future
From Maui Unit
In 1995, the Children’s Center began its outreach to Hawaiian children in the
I
children live in the moment and dream about the future with support of their
strengths are complemented by the strengths of community and agencies.
children, young people, and families and community.
church, while shopping, and at social and sports events.
with
values of Queen Lili‘uokalani. Here are their stories.
Kai
dream of sharing his musical talents with others. He went on to perform for audiences
singing style, master of the ‘ukulele and guitar, producer of demo recordings for other
talent, mastery of the ‘ukulele, and singing ability became evident.
help with the ministry at St. Mary’s.
food dishes, father, and a public employee.
was 11 years old and the eldest of three children. Her mother was known by the
community to be a hard worker who found ways to support her children. Her strong
to Hawaiian music and songs of the past. He learned about the composers from
places in Hawai‘i.
from high school as valedictorian.
sharing with others.
outside of Hawai‘i. He even traveled to Maryland to play music through the
school diploma in 2002. As a high school student, he displayed unusual musical
maturity. In his senior year, he completed a CD album with a recording studio in
Her younger brother and sister also went on to become Gates Millennium Scholars.
(Hawaiian songs) with her college classmates. She was also a member of her college’s
surf team.
Maui high school. Grandparents on both sides of his ‘ohana proudly carried signs
movie,
As a woman of faith, she recently returned to the Children’s Center to request
help in preparing her for the role of cantor at her grandfather’s funeral service
at St. Mary’s Catholic Church. As cantor, she was responsible for leading those
Another one of his hobbies as a young boy was raising a pig — not as a pet, but
as a food source. He raised his pig to maturity and learned to make smoked meat.
This hobby taught him about kuleana and that he could help provide for others,
including his siblings and parents.
At the request of his mother in 2008, the Children’s Center’s also worked with
Likeke to improve his academic performance. He made progress over the years
Teach for America program while simultaneously working toward her Master’s
Likeke
his family thanked the Children’s Center and ke Akua (the Lord) for everything
and mannerism reminded them of his biological father.
public employee and mechanic. Likeke had big dreams and aspired to be like him.
Likeke’s readiness for post high school studies invited him to speak at a school
assembly. They asked him to tell his story to encourage other students to pursue
Likeke credits his faith in God for bringing him where he is today. His mother, an
was nurtured.
marks. He is on track to complete his studies in Diesel Technology in December
2014.
From Hilo Unit
The Makana Program
versus a privilege.
P
to provide a safe and nurturing environment for children in their care.
case was thoroughly assessed for strengths and areas for development to
families for strengthening their future.
Couponing:
and resources, and they in turn reciprocate by taking the knowledge and
resources to strengthen themselves to be independent and sustainable.
Gardening:
An important part of the program was allowing families to share their
successes and challenges each week as they implemented Makana concepts
their new knowledge gained through the Makana Program.
Queen Lili‘uokalani is an important component in helping families understand
so many families. This topic is incorporated into each session to foster an
topics.
the program’s success.
to become informal support systems and resources for each other. Many
resources. They received couponing advice and assistance from a former
resources.
goal of saving $1,378, she started by saving a dollar and increased the amount
couponing session to save on her shopping trips and using online sites to
‘Ōpio Wāhine o Moloka‘i
From Moloka‘i Unit
nine and 11, were caught stealing in separate incidents. The girls did not have
incarcerated and the other had issues with alcohol abuse. The GIA believed that
nurturing these girls, helping them value their worth, and forming a sisterhood
life choices.
received stylish toiletry bags with toothbrushes, toothpaste, soap, shampoo,
hairbrushes, rubber bands, bows, and clips, as 80 percent of the girls reported not
class unfolded, Carla witnessed a magical healing and bonding process. As each
T
Megan saw a community need because several young girls were from
so these classes were like gentle rain on a parched land. The girls bloomed as
what may have otherwise taken months or years. GIA prepared the girls for
Moloka‘i performed a song through sign language.
The 2013 Ho‘owahine program enlisted girls from the Moloka‘i Unit’s caseload
give them an opportunity to learn more about their culture and island home.
end, Ho‘owahine’s impact was revealed when the girls reported feeling
The Moloka‘i Unit was fortunate to have developed a partnership with
help of separate funding from a community business.
fun with other girls and forming new friendships. At the end of the year, the
picked out a nail color and were pampered with manicures and foot massages.
Mālama Ola No Nā Lei
From Kaua‘i Unit
Contributed by Lei Aiu Taber
of them and to help them build trust among each other. Hawaiian Cultural Consultant ‘Iokepa
DeSantos shared his mana‘o (thoughts) about the Queen and her Hawaiian concepts and values
with the youth. They learned about what made the Queen a strong, and steadfast leader, the
they learned the meanings behind them and what made them important.
and performance level of the whole group.
T
important aspect so that the families felt comfortable enough to get involved.
hopeless. In these moments when darkness is all around and it’s hard to see beyond
of the sea of confusion and doubt. They come to know and build on their innate strengths
guide our Hawaiian children and families toward cultural pride, for we believe it is the
source of nourishment, healing, and strength.
The families found that talking story helped them to resolve issues and overcome barriers in a
the various cultural elements and eventually were able to teach others. Guided by ‘Anakala
‘Iokepa, the families represented and honored Queen Lili‘uokalani in various ways.
oli, mele, or even how to do a protocol.)
Center also strengthened my values. I appreciate the Queen’s Center for helping
my granddaughter and of course our ‘ohana. Queen Lili‘uokalani Children’s Center has
La‘a (beginner), ma‘a, and pa‘a (know and can teach others).
everyone gave 100 percent. And what they learned, they will remember for the rest of
portrait in a parade. In their voices, we heard a love and fondness for the Queen that will
and enlightenment.
having a spiritual base and walk together with them to seek, discover, and build on new
strengths within and outside of us.
CONCLUSION
Center.
Every child and family comes with a rich cultural heritage and the capacity
families, we work on a plan that can lead to behavior change and success.
They not only achieve their goals, but do so in a cultural way. Together, we
appreciate and overcome challenges and learn to look for future signs so that
we are prepared.
2013 PROGRAM SERVICES
# of Children Served
Ka ‘Ohana
9,140
Orphan
1,424
Destitute
7,716
Nā Hui ‘Ohana and
Nā ‘Ohana Kaiāulu
90,559
Total
99,640
Total Expended
$ 4,145,125
$ 4,359,536
57 percent reported improved physical health.
$ 7,290,645
$15,795,306
to achieve their goals. The work involves understanding the community, its
goals, 52 percent are making good progress, and four percent withdrew or
terminated services.
they achieved their goals, 21 percent are making progress, and two percent
withdrew or terminated services.
is to support our Hawaiian children and families with an environment that is
healthy, safe, and thriving.
2013 ENDOWMENT GROUP UPDATE
The Trust’s Endowment Group manages $584 million of endowment assets
the Children’s Center while also preserving purchasing power for future
percent spending rate, which is in line with the Trust’s average spending
percent.
create a community that nurtures healthy families, is culturally vibrant,
Land plan community advisory group
normal and stressed markets. Assets are grouped by the role that underlying
2013 ENDOWMENT GROUP UPDATE
Queen Lili‘uokalani Trust
Endowment Assets
(Exhibit A)
Asset Classification 2013 Fair Market Value Target
2013 2012
Hawai‘i Real Estate
$401
65%
69%
74%
Investment Portfolio
$183
35%
31%
26%
Total
$584
100%
(in millions)
100% 100%
Queen Lili‘uokalani Trust Investment Portfolio
Asset Allocation as of December 31, 2013*
(Exhibit B)
Asset Classification
Target
Allocation
2013
2012
Allocation
Allocation
Growth Assets
65.0%
58.8%
57.8%
Diversifed Assets
15.0%
13.1%
14.6%
Inflation Sensitive Assets
9.0%
8.4%
11.8%
Deflation Sensitive Assets **
9.0%
19.2%
15.8%
Gold
2.0%
0.5%
0.0%
Total
100.0%
100.0%
100.0%
* Source: Cambridge Associates, LLC
** $19 million of year-end redemptions were classified as cash, a deflation sensitive asset;
capital was fully invested through December 31, 2013
Q
Cultural shoreline charrette
L
Queen Lili‘uokalani Trust Investment Portfolio
Period ending December 31, 2013
(Exhibit C)
Asset Classification
2013 Annual Return Benchmark** Value Added
Total Global Equities
Benchmark: MSCI All Country
World Index (net)
18.9%
22.8%
-3.9%
Private Equity
Benchmark: MSCI
All Country World Index (net)
10.1%
14.5%
-4.4%
Hedge Funds
Benchmark: HFRI Fund of
Funds Diversified Index
14.0%
8.7%
5.3%
Total Inflation Assets
Benchmark: Wellington DIH
Custom Benchmark
-2.2%
-1.7%
-0.4%
Total Deflation Assets
Benchmark: Barclays Intermediate
Term Bond
-1.1%
-1.3%
0.3%
Gold
-5.2%
--
--
Total Fund (ex Private Real Estate Holdings) 12.0%
13.5%
-1.5%
* Source: Cambridge Associates, LLC
** Benchmark: 55.0% MSCI ACWI(Net)+10.0% MSCI ACWI(Net)(0.6 Beta Adjusted)+15% MSCI ACWI(Net)
(0.4 Beta Adjusted)+9.0% Wellington DIH+9.0% Barclays Intermediate Term Treasury Bond Index+2.0% Gold Spot
Price.
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‘ikū Road
Kane‘ohe, Hawai‘i 96744
(808) 235-7613
Hāna Office
P.O. Box 662
Hāna, 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
Waimānalo, Hawai‘i 96795
(808) 851-7790
MOLOKA‘I
Moloka‘i Unit
Kūlana ‘Ōiwi
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
Waimea Office:
65-1230 Māmalahoa Highway
Unit E-13
Kamuela, HI 96743
(808) 887-0640
KAUA‘I
Kaua‘i Unit
4530 Kali Road
Līhu‘e, Hawai‘i 96766
(808) 245-1873