Aloha, Ms. Arakaki, We are in receipt of your request dated May 22, 2025, requesting certain information from the University of Hawaii Foundation (the “Foundation”) pursuant to the Hawaii Uniform Information Practices Act, Hawaii Revised Statutes section 92F-11. The Hawaii Uniform Information Practices Act applies to government entities and agencies. The Foundation, by contrast, is a private Hawaii nonprofit corporation. It is not a government entity or government agency and is a separate legal entity from both the State of Hawaii and the University of Hawaii. Accordingly, we do not believe that the University of Hawaii Foundation is subject to the requirements of Haw. Rev. Stat. s. 92F-11. In sending this letter, we do not waive any other applicable defenses regarding the non-application of the Haw. Rev. Stat. Chapter 92F including any potential exceptions to the disclosure rules. Thank you, Margot From: Connor Arakaki < <name and email address >> Sent: Thursday, May 22, 2025 8:39 PM To: UHF - Public Information Inquiries < <name and email address >> Subject: Records Request for University of Hawaii Foundation: University of Hawaii Endowment/Investments Inquiry [#1431] Aloha, Pursuant to the public records law, I would like to request the following records in electronic format sent to my email address. Aloha, Pursuant to Hawaiʻi’s Uniform Information Practices Act (UIPA), I am respectfully requesting access to the following records related to the University of Hawaiʻi Foundation's investment activities and financial management: 1. A detailed list of all current publicly traded investment holdings, including: - Fund names and tickers - Specific securities or company names held (if available) - Dollar amounts or percentages held in each 2. A list of all private investments (e.g., hedge funds, private equity, alternative assets) held in the Foundation’s portfolio, with available identifying information. 3. A copy of the Foundation’s current **Investment Policy Statement (IPS)**. 4. Any documents, gift agreements, or partnership records from 2018 to present that involve: - Lockheed Martin - Raytheon (RTX) - Northrop Grumman - Boeing - General Dynamics - Any other known military weapons manufacturers or defense contractors 5. Any memoranda of understanding (MOUs) or contracts with the Department of Defense or defense-related entities via the Applied Research Laboratory or other UH departments. Please provide the requested information in digital format (PDF or spreadsheet) if available. If redactions are necessary, I request that the remaining non-exempt portions be disclosed in accordance with UIPA’s partial disclosure guidelines. If this request requires clarification or if fees apply, I would appreciate an estimate in advance. Mahalo for your time and assistance. Sincerely, Connor Arakaki <<email address>> and email address>> / <<email address>> and email address> > Mahalo, Connor Arakaki Margot Schrire Assoc Vice President of Communications and External Relations Office | 808-956-0389 Mobile | 808-389-5707 University of Hawai‘i Foundation<https://uhfoundation.or... 1810 University Avenue, Suite 300 Honolulu, HI 96822 Facebook<http://www.facebook.com/U... | Instagram<https://www.instagram.co... | X<http://x.com/UHawaiiFdn> | LinkedIn<https://www.linkedin.com/... This message (including any attachments) is covered by the Electronic Communications Privacy Act, 18 U.S.C. 2510-2521. It is the property of the University of Hawaii Foundation. It may contain confidential information intended for a specific individual and purpose. If you are not the intended recipient, you must delete this message. You are hereby notified that any disclosure, copying, or distribution of this message is prohibited.