2025-11-11T19:59:40-05:00 2024-12-31 274174400 HEE & CHING CPAS LLC 201 MERCHANT ST STE 1830 HONOLULU HI 96813 990 2024-01-01 990302635 HALE MAKUA FOUNDATION HALE 8088772761 45-181 WAIKALUA ROAD KANEOHE HI 96744 WESLEY P LO C.E.O. 0080887727 2025-11-06 true true LESTER J HEE CPA P00988033 8085327322 2025-11-11 2024 2025-03-06 01:10:19Z WESLEY P LO 472 KAULANA STREET KAHULUI HI 967322099 1926116 false X WWW.HALEMAKUA.ORG X 1992 HI HALE MAKUA FOUNDATION MANAGES ALL OF HALE MAKUA FOUNDATION'S INVESTMENTS AND PROVIDES SUPPORT TO HALE MAKUA HEALTH SERVICES. THE MAJORITY OF HALE MAKUA HEALTH SERVICE RESIDENTS ARE MEDICAID RECIPIENTS, WHICH IS A FEDERAL PROGRAM TO AID THE AGED, BLIND, AND DISABLED WITH MEDICAL ASSISTANCE. X 4 3 0 4 0 30000 0 0 193884 -158330 0 223884 -158330 0 0 0 0 0 593785 12754 593785 12754 -369901 -171084 4971971 9090 1932 0 4970039 9090 HALE MAKUA FOUNDATION PROVIDES SUPPORT TO HALE MAKUA HEALTH SERVICES AND MANAGES ALL OF HALE MAKUA FOUNDATION'S INVESTMENTS. false false 509(A)(3) SUPPORTING CONTRIBUTION MADE TO HALE MAKUA HEALTH SERVICES. true false false false false false false false false true false false false false false true false true false false false false false false false false false false false false false false false false false false false false false false false true false true false false false true 0 0 0 false false false false false false false false false false false false false false X 4 3 false false false false false false false true true false false true true true true true true false false false X KEONE KAPISI 8087914486 45-181 WAIKALUA ROAD KANEOHE HI 96744 X GREG KNUE TREASURER/SE 1.00 X X 0 0 0 WESLEY P LO C.E.O. 1.00 X X 0 0 0 MARVIN MONIZ CHAIRMAN OF 2.00 X X 0 0 0 ALAN NAKAMOTO VICE CHAIR 1.00 X X 0 0 0 SUANNE MORIKUNI C.F.O. 1.00 X 0 0 0 false false false 133274 133274 1792842 2084446 -291604 -291604 -291604 -158330 -158330 1450 1450 1989 1989 9179 9179 GENERAL EXCISE TAX 68 68 PENALTIES 39 39 BANK SERVICE CHARGE 25 25 LICENSES/PERMITS 4 4 12754 0 12754 0 32436 500101 2241 4437193 9090 4971971 9090 1932 1932 0 X 4433034 9090 537005 4970039 9090 4971971 9090 X -171084 303543 -5093408 X X false true X true false X X 1 HALE MAKUA HEALTH SERVICES 990080460 10 true 0 0 1 0 true false false false false false false false false false false false false false false true false 537005 3000000 510005 3027000 537005 537005 537005 537005 535873 1132 537005 538611 -501 2237 535873 0.99100 0.00900 false true true X SCHEDULE D, PAGE 3, PART X US GAAP REQUIRES UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT TO FAIL UPON REGULATORY EXAMINATION. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023, AND FOR THE YEARS THEN ENDED, BY REVIEWING THEIR INCOME TAX RETURNS AND CONFERRING WITH THEIR TAX ADVISORS, AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED IN ACCORDANCE WITH US GAAP. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS. TAX YEARS FROM 2021 ARE OPEN FOR FEDERAL INCOME TAX EXAMINATION. SCHEDULE D, PAGE 4, PART XIII PART V, LINE 4: THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD IN PERPETUITY WITH ALL INCOME EARNED TO BE USED FOR FINANCIAL ASSISTANCE TO THOSE PARTICIPATING IN HALE MAKUA HEALTH SERVICES' ADULT DAY HEALTH PROGRAM. IN 2024, THE BOARD OF TRUSTEES DESIGNATED 3,000,000 OF NET ASSETS WITHOUT DONOR RESTRICTIONS FOR THE PURPOSE OF FUTURE CAPITAL PROJECTS. INVESTMENTS 2024-09-11 4542026 ACTUAL 990080460 HALE MAKUA HEALTH SERVICES 45-181 WAIKALUA ROAD KANEOHE HI 96744 501C3 CASH 2024-12-31 551382 ACTUAL 990080460 HALE MAKUA HEALTH SERVICES 45-181 WAIKALUA ROAD KANEOHE HI 96744 501C3 false false false false SCHEDULE N SCHEDULE N (FORM 990), PART II, LINE 1, COLUMN A: 4,531,264.0300 SHARES OF INVESCO STIT TREASURY INSTITUTIONAL-PRI FUND FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS COMPILED BY ORGANIZATION'S TAX CONSULTANT. PRIOR TO SUBMISSION OF THE ELECTRONIC FORM 990, A HARD COPY VERSION OF THE RETURN IS PROVIDED TO THE CHIEF EXECUTIVE OFFICER, THE CHIEF FINANCIAL OFFICER, THE DIRECTOR OF FINANCIAL SERVICES, AND THE BOARD OF DIRECTORS FOR THEIR REVIEW. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION REQUIRES THAT OFFICERS, DIRECTORS, AND KEY EMPLOYEES COMPLETE THE CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. FORMS ARE REVIEWED AND MAINTAINED BY THE DEVELOPMENT ASSISTANT. FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9 TRANSFER TO HALE MAKUA HEALTH SERVICES -5,093,408 SUBSTANTIALLY ALL OF THE ASSETS OF HALE MAKUA FOUNDATION WERE TRANSFERRED TO HALE MAKUA HEALTH SERVICES IN PREPARATION FOR THE WIND-DOWN OF HALE MAKUA FOUNDATION'S OPERATIONS. FORM 990, PAGE 12, PART XII, LINE 2C NO CHANGE IN PROCESS FROM PRIOR YEAR. HALE MAKUA HEALTH SERVICES 45-181 WAIKALUA ROAD KANEOHE HI 96744 990080460 HEALTHCARE HI 501C3 9 NA false CAREGIVERS MAUIINC (FKA HMHS CORP 45-181 WAIKALUA ROAD KANEOHE HI 96744 990298823 HOLDING CO HI NA C CORP false false false false false false false false false false false false false false false false false false true false HALE MAKUA HEALTH SERVICES R 5093408 ACTUAL SCHEDULE R SCHEDULE R (FORM 990), PART V, LINE 2, ITEM 1: SUBSTANTIALLY ALL OF THE ASSETS OF HALE MAKUA FOUNDATION WERE TRANSFERRED TO HALE MAKUA HEALTH SERVICES IN PREPARATION FOR THE WIND-DOWN OF HALE MAKUA FOUNDATION'S OPERATIONS.