2025-06-13T17:56:06-04:00 2023-12-31 990354871 LINDA E KAAPU CPA INC 65-1231 OPELO RD STE 8 KAMUELA HI 96743 990PF 2023-01-01 811685245 CIRCLE J SANCTUARY FOUNDATION CIRC 8088872301 PO BOX 610 KAMUELA HI 96743 KIMI DOVE PRESIDENT, DIRECTOR 2544667578 2025-06-13 false LINDA E KAAPU P00054741 8088871272 2025-06-13 2023 2025-03-06 01:10:19Z X 4196 X X 42846 42846 42846 18788 18788 18788 -7969 235258 175 53665 61809 61634 55438 55438 7109 7109 251 251 9794 9794 14644 521 521 51506 5915 45591 139263 16481 108138 0 0 139263 16481 108138 -85598 45328 61634 11909 3131 3131 1065 1065 1065 494010 472957 872878 815694 1378797 1292847 4196 0 X 1378797 1292847 1378797 1292847 1378797 1292847 1378797 -85598 1293199 352 1292847 175 630 630 630 646 646 X 19 3 false false false false false false false true true HI true true false false false true N/A JANE GREEN RODGERS 8088872301 75-5751 KUAKINI HWY 201 KAILUAKONA HI 96740 false false false false false false false false false false false false false false false false false false false false KIMI DOVE 75-5751 KUAKINI HWY 201 KAILUAKONA HI 96740 PRESIDENT, D 000.00 0 0 0 DONNA WHITTAKER 75-5751 KUAKINI HWY 201 KAILUAKONA HI 96740 SECRETARY, D 000.00 0 0 0 DIANA LAMB 75-5751 KUAKINI HWY 201 KAILUAKONA HI 96740 DIRECTOR 000.00 0 0 0 MARC SCRIVO 75-5751 KUAKINI HWY 201 KAILUAKONA HI 96740 DIRECTOR 000.00 0 0 0 JUDY HENKEL 75-5751 KUAKINI HWY 201 KAILUAKONA HI 96740 VICE PRES, D 000.00 0 0 0 JANE GREEN RODGERS 75-5751 KUAKINI HWY 201 KAILUAKONA HI 96740 TREASURER, D 000.00 0 0 0 NONE NONE THE FOUNDATION WAS FOUNDED BY NANCY JONES A LONGTIME RESIDENT OF HAWAII ISLAND AS A RESULT OF RECOGNIZING AN ACUTE NEED TO RESCUE HORSES AFTER SEPTEMBER 11, 2001. CURRENTLY, 14 HORSES RESIDE AT CIRCLE J SANCTUARY FOUNDATION. NANCY HAS CARED FOR A TOTAL OF 29 HORSES FROM 2001 THROUGH PRESENT. 108138 N/A 1213151 21410 0 1234561 1234561 18518 1216043 60802 X 108138 108138 108138 108138 108138 X 60802 65918 69048 64704 260472 51682 56030 58691 54998 221401 108138 92113 101774 102064 404089 108138 92113 101774 102064 404089 40535 43945 53085 48489 186054 NANCY JONES NANCY JONES BOA X 14 42846 14 18788 14 175 -8144 61809 -8144 53665 false false false false false false false false false false ACCOUNTING FEES 9794 9794 ALTRIA GROUP 2019-08 PURCHASE 2023-01 14535 17360 -2825 EXELON GENERATION 2019-08 PURCHASE 2023-07 4811 5880 -1069 THOMSON REUTERS CORP 2019-08 PURCHASE 2023-09 14428 17761 -3333 UNUMPROVIDENT 2019-08 PURCHASE 2023-04 13920 18272 -4352 CMS ENERGY 2022-03 PURCHASE 2023-01 321 324 -3 CAMDEN PROPERTY 2023-01 PURCHASE 2023-04 212 238 -26 CAMDEN PROPERTY 2023-01 PURCHASE 2023-09 206 222 -16 CISCO SYS 2022-10 PURCHASE 2023-01 293 272 21 CISCO SYS 2022-10 PURCHASE 2023-04 284 272 12 CISCO SYS 2022-10 PURCHASE 2023-09 556 453 103 COCA COLA 2022-10 PURCHASE 2023-01 244 242 2 COCA COL 2022-10 PURCHASE 2023-04 255 242 13 COCA COLA 2022-10 PURCHASE 2023-09 406 406 COMCAST 2022-09 PURCHASE 2023-01 311 274 37 COMCAST 2022-09 PURCHASE 2023-04 260 240 20 COMCAST 2022-09 PURCHASE 2023-09 455 343 112 CONAGRA 2023-06 PURCHASE 2023-09 174 174 CONAGRA 2023-08 PURCHASE 2023-12 6170 7263 -1093 EOG 2022-01 PURCHASE 2023-01 517 423 94 EXELON 2022-04 PURCHASE 2023-01 347 373 -26 EXTRA SPACE 2022-03 PURCHASE 2023-01 304 345 -41 GENUINE PARTS 2023-01 PURCHASE 2023-09 142 171 -29 GOLDMAN SACHS 2022-10 PURCHASE 2023-01 373 313 60 GOLDMAN SACHS 2022-10 PURCHASE 2023-04 345 313 32 GOLDMAN SACHS 2022-10 PURCHASE 2023-09 343 313 30 HUNTSMAN 2022-08 PURCHASE 2023-01 217 214 3 HUNTSMAN 2022-08 PURCHASE 2023-04 81 92 -11 HUNTSMAN 2023-01 PURCHASE 2023-12 52 57 -5 JP MORGAN 2022-01 PURCHASE 2023-01 142 142 KEYCORP 2022-07 PURCHASE 2023-04 1490 2258 -768 LAMAR 2022-07 PURCHASE 2023-01 203 201 2 LAMAR 2022-07 PURCHASE 2023-04 104 100 4 MSC INDUSTRIAL 2023-04 PURCHASE 2023-04 182 178 4 MSC INDUSTRIAL 2023-04 PURCHASE 2023-09 190 178 12 MID AMERICA 2023-01 PURCHASE 2023-04 149 161 -12 MID AMERICA 2023-01 PURCHASE 2023-09 138 162 -24 PAYCHEX 2023-07 PURCHASE 2023-09 233 238 -5 PHILLIPS 66 2023-04 PURCHASE 2023-09 724 606 118 PORTLAND GENERAL 2023-01 PURCHASE 2023-11 41 49 -8 ROYAL BANK OF CANADA 2023-04 PURCHASE 2023-09 548 599 -51 US BANCORP 2022-11 PURCHASE 2023-01 424 399 25 US NBANCORP 2022-11 PURCHASE 2023-03 16914 21018 -4104 UNITED PARCEL SERVICE 2022-06 PURCHASE 2023-01 364 348 16 UNITED PARCEL SERVICE 2022-06 PURCHASE 2023-04 196 174 22 VITESSE ENERGY 2022-01 PURCHASE 2023-01 30 26 4 WALLGREEN 2022-08 PURCHASE 2023-07 90 109 -19 EVEREST GROUP 2022-01 PURCHASE 2023-01 702 566 136 ABBVIE 2019-09 PURCHASE 2023-01 305 141 164 ABBVIE 2019-09 PURCHASE 2023-04 328 141 187 ABBVIE 2019-09 PURCHASE 2023-09 305 141 164 BANK OF NEW YORK 2021-06 PURCHASE 2023-01 296 303 -7 BANK OF NEW YORK 2021-06 PURCHASE 2023-04 263 307 -44 BANK OF NEW YORK 2021-06 PURCHASE 2023-09 226 256 -30 BROADCOM 2019-08 PURCHASE 2023-04 635 276 359 BROADCOM 2019-08 PURCHASE 2023-09 6005 1929 4076 CMS ENERGY 2022-03 PURCHASE 2023-04 248 258 -10 CMS ENERGY 2022-03 PURCHASE 2023-09 401 433 -32 CMS ENERGY 2022-03 PURCHASE 2023-10 5582 6806 -1224 CARDINAL HEALTH 2022-03 PURCHASE 2023-01 308 210 98 CARDINAL HEALTH 2022-03 PURCHASE 2023-04 323 210 113 CARDINAL HEALTH 2022-03 PURCHASE 2023-09 438 263 175 CARDINAL HEALTH 2022-03 PURCHASE 2023-11 10710 5422 5288 EOG RESOURCES 2022-01 PURCHASE 2023-04 239 211 28 EOG RESOURCES 2022-01 PURCHASE 2023-09 395 317 78 EASTMAN CHECMICAL 2020-01 PURCHASE 2023-01 183 147 36 EASTMAN CHEMICAL 2020-01 PURCHASE 2023-04 9775 6730 3045 EXELON 2022-04 PURCHASE 2023-04 304 340 -36 EXELON 2022-04 PURCHASE 2023-09 336 369 -33 EXTRA SPACE 2022-03 PURCHASE 2023-04 14671 19329 -4658 GENUINE PARTS 2020-08 PURCHASE 2023-01 338 185 153 GENUINE PARTS 2020-08 PURCHASE 2023-04 334 185 149 GENUINE PARTS 2020-08 PURCHASE 2023-06 6856 4259 2597 GENUINE PARTS 2020-08 PURCHASE 2023-07 3159 1874 1285 GENUINE PARTS 2020-09 PURCHASE 2023-09 149 99 50 GENUINE PARTS 2020-09 PURCHASE 2023-09 9090 7207 1883 GILEAD SCIENCES 2019-08 PURCHASE 2023-01 343 258 85 GILEAD SCIENCES 2019-08 PURCHASE 2023-04 348 258 90 GILEAD SCIENCES 2019-08 PURCHASE 2023-09 304 258 46 HUNTSMAN CORP 2022-08 PURCHASE 2023-09 179 214 -35 HUNTSMAN CORP 2022-08 PURCHASE 2023-12 9102 10817 -1715 INTERPUBLIC GROUP 2020-05 PURCHASE 2023-01 395 176 219 INTERPUBLIC GROUP 2020-05 PURCHASE 2023-04 261 112 149 INTERPUBLIC GROUP 2020-05 PURCHASE 2023-09 367 192 175 JP MORGAN 2022-01 PURCHASE 2023-04 282 285 -3 JP MORGAN 2022-01 PURCHASE 2023-09 297 285 12 JEFFRIES FINL 2021-02 PURCHASE 2023-01 242 147 95 JEFFRIES FINL 2021-02 PURCHASE 2023-04 218 164 54 JEFFRIES FINL 2021-02 PURCHASE 2023-09 384 234 150 JOHNSON & JOHNSON 2021-11 PURCHASE 1932-01 520 482 38 JOHNSON & JOHNSON 2021-11 PURCHASE 2023-04 164 161 3 JOHNSON & JOHNSON 2021-11 PURCHASE 2023-09 486 481 5 KEYCORP NEW 2020-02 PURCHASE 2023-01 200 218 -18 KEYCORP NEW 2020-02 PURCHASE 2023-04 7413 10733 -3320 LAMAR ADVERTISING 2022-07 PURCHASE 2023-09 256 286 -30 MERCK 2020-02 PURCHASE 2023-01 446 314 132 MERCK 2020-02 PURCHASE 2023-04 231 157 74 MERCK 2020-02 PURCHASE 2023-09 433 314 119 MERCK 2020-02 PURCHASE 2023-10 8979 6801 2178 OLD REPUBLIC 2019-08 PURCHASE 2023-01 292 271 21 OLD REPUBLIC 2019-08 PURCHASE 2023-04 249 226 23 OLD REPUBLIC 2019-08 PURCHASE 2023-09 274 226 48 PORTLAND GENERAL 2020-08 PURCHASE 2023-01 193 170 23 PORTLAND GENERAL 2020-08 PURCHASE 2023-04 102 85 17 PORTLAND GENERAL 2020-08 PURCHASE 2023-09 179 169 10 PORTLAND GENERAL 2020-08 PURCHASE 2023-11 4565 4709 -144 PORTLAND GENERAL 2020-08 PURCHASE 2023-11 3599 3876 -277 STAG INDUSTRIAL 2020-07 PURCHASE 2023-01 105 86 19 STAG INDUSTRIAL 2020-07 PURCHASE 2023-04 101 86 15 STAG INDUSTRIAN 2020-07 PURCHASE 2023-09 109 86 23 TEXAS INSTRUMENTS 2019-08 PURCHASE 2023-01 355 242 113 TEXAS INSTRUMENTS 2019-08 PURCHASE 2023-04 352 242 110 TEXAS INSTRUMENTS 2019-08 PURCHASE 2023-09 327 242 85 TOTAL ENERGIES 2021-03 PURCHASE 2002-01 453 345 108 TOTAL ENERGIES 2021-03 PURCHASE 2023-04 322 247 75 TOTAL ENERGIES 2021-03 PURCHASE 2023-09 457 345 112 UNITED PARCEL 2022-06 PURCHASE 2023-09 319 333 -14 UNITED PARCEL 2022-06 PURCHASE 2023-09 5149 5916 -767 VITESSE ENERGY 2021-02 PURCHASE 2023-01 5 5 VITESSE ENERGY 2021-02 PURCHASE 2023-01 752 502 250 WALLGREENS 2021-07 PURCHASE 2023-01 293 345 -52 WALGREENS 2021-07 PURCHASE 2023-04 283 377 -94 WALGREENS 2021-07 PURCHASE 2023-07 14300 22061 -7761 EVEREST GROUP 2021-01 PURCHASE 2023-01 13694 9225 4469 TENDER LYONDELLBASELL 2021-09 PURCHASE 2023-01 280 281 -1 TENDER LYONDELLBASELL 2021-09 PURCHASE 2023-04 95 94 1 TENDER LYONDELLBASELL 2021-09 PURCHASE 2023-09 401 376 25 UBS51 815694 UBS 97 472957 LEGAL FEES 251 251 NON DEDUCTIBLE 352 EXPENSES FARRIER EXPENSE 4792 4792 FEED & HAY 1254 1254 VETERINARY SERVICES 8056 8056 FACILITY REPAIR WORKERS COMPENSATION 10739 10739 PAYROLL SERVICE FEES 3335 3335 HEALTH INSURANCE 6151 6151 OFFICE 162 162 HORSE SUPPLIES 3613 3613 FACILITY REPAIR PROJECTS 949 949 GROUND MAINTENANCE 3141 3141 UTILITIES 2137 2137 TELEPHONE/TELECOMMUNICATIONS 1251 1251 BANK CHARGES 39 39 INSURANCE D & O 1698 1698 INSURANCE PROPERTY 1599 1599 EQUIPMENT RENTAL/MAITENANCE 332 332 MILEAGE 1092 1092 ADMINISTRATION EXPENSES BOND PREMIUM BASIS ADJUSTMENT 1166 1166 NON DEDUCTIBLE 352 LOAN RECEIVABLE 1065 UBS FEES 51 6065 UBS FEES 97 8579 FOREIGN TAX PAID 421 421 PROPERTY TAXES 100 100 FEDERAL TAX