2025-07-22T17:27:27-04:00 2024-12-31 990354871 LINDA E KAAPU CPA INC PO BOX 2070 KAMUELA HI 96743 990PF 2024-01-01 811685245 CIRCLE J SANCTUARY FOUNDATION CIRC 2544667578 PO BOX 610 KAMUELA HI 96743 KIMI DOVE PRESIDENT, DIRECTOR 2544667578 2025-07-22 false LINDA E KAAPU P00054741 8088871272 2025-07-22 2024 2025-03-06 01:10:19Z X 62165 X 500 X 39809 39809 39809 19033 19033 19033 51193 275833 50 110535 58892 58842 58855 58855 7454 7454 2105 2105 11218 11218 13929 13929 12 12 2302 2102 200 65288 65288 161163 29366 131797 0 0 161163 29366 131797 -50628 29526 58842 3131 16947 16947 45218 45218 1065 472957 440836 815694 741116 1292847 1244117 62165 2054 2054 X 1292847 1242063 1292847 1242063 1292847 1244117 1292847 -50628 1242219 156 1242063 50 410 410 410 410 false false false false false false false true true HI true true false false false true N/A KIMI DOVE 2544667578 PO BOX 610 KAMUELA HI 96743 false false false false false false false false false false false false false false false false false false false false KIMI DOVE PO BOX 610 KAMUELA HI 96743 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, 13 HORSES RESIDE AT CIRCLE J SANCTUARY FOUNDATION. NANCY HAS CARED FOR A TOTAL OF 29 HORSES FROM 2001 THROUGH PRESENT. 131797 N/A 1212367 84044 0 1296411 1296411 19446 1276965 63848 X 131797 131797 131797 131797 131797 X 58842 60802 65918 69048 254610 50016 51682 56030 58691 216419 131797 108138 92113 101774 433822 131797 108138 92113 101774 433822 42565 40535 43945 53085 180130 NANCY JONES NANCY JONES BOA X 14 39809 14 19033 14 50 51143 58892 51143 110035 false false false false false false false false false false ACCOUNTING FEES 11218 11218 GENL MOTORS 2019-08 PURCHASE 2024-09 21286 21699 -413 HEWLETT PACKARD 2019-08 PURCHASE 2024-01 20993 22143 -1150 HEWLETT PACKARD 2019-08 PURCHASE 2024-04 25637 27654 -2017 BANK OF AMERICA 2023-11 PURCHASE 2024-01 201 177 24 BANK OF AMERICA 2023-11 PURCHASE 2024-09 116 88 28 BANK OF AMERICA 2023-11 PURCHASE 2024-10 1636 1148 488 CANADIAN NATURAL RESOURCES 2024-02 PURCHASE 2024-09 480 487 -7 CANADIAN NATURAL RESOURCES 2024-02 PURCHASE 2024-10 1966 1688 278 CARDINAL HEALTH COMMO 2023-08 PURCHASE 2024-08 108 88 20 CON AGRA BRANDS 2024-06 PURCHASE 2024-09 66 60 6 CON AGRA BRANDS 2024-06 PURCHASE 2024-10 1292 1320 -28 WAST WEST BANCORP 2024-02 PURCHASE 2024-09 156 139 17 EAST WEST BANCORP 2024-02 PURCHASE 2024-10 2106 1665 441 ENTERGY CORP 2024-08 PURCHASE 2024-09 122 118 4 ENTERGY CORP 2024-08 PURCHASE 2024-10 1176 1059 117 HOST HOTELS & RESORTS 2023-12 PURCHASE 2024-01 195 200 -5 HOST HOTELS & RESORTS 2023-12 PURCHASE 2024-09 166 200 -34 HOST HOTELS & RESORTS 2023-12 PURCHASE 2024-10 1639 1841 -202 MSC INDUSTRIAL DIRECT 2023-04 PURCHASE 2024-01 196 178 18 MSC INDUSTRIAL DIRECT 2023-12 PURCHASE 2024-10 1754 2169 -415 NUTRIEN LTD 2023-09 PURCHASE 2024-01 169 187 -18 NUTRIEN LTD 2023-09 PURCHASE 2024-09 45 62 -17 OGE ENERGY CORP 2023-11 PURCHASE 2024-01 71 69 2 OGE ENERGY CORP 2023-11 PURCHASE 2024-09 40 35 5 OGE ENERGY CORP 2023-11 PURCHASE 2024-10 1034 902 132 PAYCHEX INC 2023-07 PURCHASE 2024-01 117 117 PHILLIPS 66 2023-04 PURCHASE 2024-01 135 101 34 ROBERT HALF INC 2024-06 PURCHASE 2024-09 62 65 -3 ROBERT HALF INC 2024-06 PURCHASE 2024-10 1345 1304 41 ROYAL BANK OF CANADA 2023-04 PURCHASE 2024-01 100 100 MEDTRONIC PLC FOREIGN STOCK 2023-10 PURCHASE 2024-01 83 76 7 MEDTRONIC PLC FOREIGN STOCK 2023-10 PURCHASE 2024-09 272 229 43 TENDER LYONDELLBASELL INDUSTRIES 2024-04 PURCHASE 2024-12 3664 4856 -1192 ABBVIE INC 2019-09 PURCHASE 2024-01 160 71 89 ABBVIE INC 2019-09 PURCHASE 2024-09 394 141 253 ABBVIE INC 2019-09 PURCHASE 2024-10 2919 1061 1858 BANK OF NEW YORK MELLON CORP 2021-06 PURCHASE 2024-01 156 153 3 BANK OF NEW YORK MELLON CORP 2021-06 PURCHASE 2024-09 266 205 61 BANK OF NEW YORK MELLON CORP 2021-06 PURCHASE 2024-10 2893 1995 898 BROADCOM INC 2019-08 PURCHASE 2024-01 1060 276 784 BROADCOM INC 2019-08 PURCHASE 2024-02 8875 1929 6946 BROADCOM INC 2019-08 PURCHASE 2024-04 9701 1929 7772 BROADCOM INC 1991-08 PURCHASE 2024-06 1683 276 1407 BROADCOM INC 2019-08 PURCHASE 2024-06 6732 1103 5629 BROADCOM INC 2020-01 PURCHASE 2024-06 1683 325 1358 BROADCOM INC 2020-10 PURCHASE 2024-06 1683 372 1311 BROADCOM INC 2021-10 PURCHASE 2024-06 1683 512 1171 BROADCOM INC 2021-10 PURCHASE 2024-06 1683 518 1165 BROADCOM INC 2022-01 PURCHASE 2024-06 1683 562 1121 CMS ENERGY CORP 2022-03 PURCHASE 2024-01 118 126 -8 CMS ENERGY CORP 2022-03 PURCHASE 2024-09 69 63 6 CMS ENERGY CORP 2022-03 PURCHASE 2024-10 1180 1073 107 CAMDEN PROPERTY TR SBI 2023-01 PURCHASE 2024-09 122 119 3 CAMDEN PROPERTY TR SBI 2023-01 PURCHASE 2024-10 833 833 CAMDEN PROPERTY TR SBI 2023-01 PURCHASE 2024-11 6293 6194 99 CAMDEN PROPERTY TR SBI 2023-08 PURCHASE 2024-11 121 124 -3 CARDINAL HEALTH INC 2020-10 PURCHASE 2024-01 5426 2413 3013 CARDINAL HEALTH INC 2020-10 PURCHASE 2024-02 1137 531 606 CARDINAL HEALTH INC 2020-10 PURCHASE 2024-02 413 197 216 CARDINAL HEALTH INC 2021-06 PURCHASE 2024-02 206 116 90 CARDINAL HEALTH INC 2021-10 PURCHASE 2024-02 413 198 215 CARDINAL HEALTH INC 2021-10 PURCHASE 2024-08 542 247 295 CARDINAL HEALTH INC 2022-01 PURCHASE 2024-08 108 51 57 CARDINAL HEALTH INC 2022-01 PURCHASE 2024-08 866 413 453 CARDINAL HEALTH INC 2022-08 PURCHASE 2024-08 108 68 40 CARDINAL HEALTH INC 2023-01 PURCHASE 2024-08 216 153 63 CARDINAL HEALTH INC 2023-03 PURCHASE 2024-08 6715 4347 2368 COCA COLA CO COM 2022-10 PURCHASE 2024-01 180 182 -2 COCA COLA CO COM 2022-10 PURCHASE 2024-09 287 242 45 COCA COLA CO COM 2022-10 PURCHASE 2024-10 2916 2544 372 COMCAST CORP 2022-09 PURCHASE 2024-01 131 103 28 COMCAST CORP 2022-09 PURCHASE 2024-09 118 103 15 COMCAST CORP 2022-09 PURCHASE 2024-10 2107 1748 359 EOG RESOURCES INC 2022-01 PURCHASE 2024-01 247 211 36 EOG RESOURCES INC 2022-01 PURCHASE 2024-02 12744 11633 1111 EOG RESOURCES INC 2022-01 PURCHASE 2024-03 4943 4124 819 EOG RESOURCES INC 2022-01 PURCHASE 2024-03 507 433 74 EOG RESOURCES INC 2022-03 PURCHASE 2024-03 3422 3259 163 EOG RESOURCES INC 2023-01 PURCHASE 2024-03 127 124 3 EXELON CORP 2022-04 PURCHASE 2024-01 180 243 -63 EXELON CORP 2022-04 PURCHASE 2024-09 117 146 -29 EXELON CORP 2022-04 PURCHASE 2024-10 1834 2236 -402 GILEAD SCIENCES INC COMMON STOCK 2019-08 PURCHASE 2024-01 84 65 19 GILEAD SCIENCES INC COMMON STOCK 2019-08 PURCHASE 2024-09 323 258 65 GILEAD SCIENCES INC COMMON STOCK 2019-08 PURCHASE 2024-10 2960 2259 701 GOLDMAN SACHS GROUP INC 2022-10 PURCHASE 2024-09 465 313 152 GOLDMAN SACHS GROUP INC 2022-10 PURCHASE 2024-10 3097 1881 1216 INTERPUBLIC GROUP OF COS INC 2020-05 PURCHASE 2024-01 162 80 82 INTERPUBLIC GROUP OF COS INC 2020-05 PURCHASE 2024-09 156 80 76 INTERPUBLIC GROUP OF COS INC 2020-05 PURCHASE 2024-10 281 144 137 INTERPUBLIC GROUP OF COS INC 2020-05 PURCHASE 2024-10 1777 916 861 JPMORGAN CHASE & CO 2022-01 PURCHASE 2024-01 171 142 29 JPMORGAN CHASE & CO 2022-01 PURCHASE 2024-09 203 142 61 JPMORGAN CHASE & CO 2022-01 PURCHASE 2024-10 2464 1566 898 JEFFERIES FINL GROUP INC 2021-02 PURCHASE 2024-01 120 70 50 JEFFERIES FINL GROUP INC 2021-02 PURCHASE 2024-09 167 70 97 JEFFERIES FINL GROUP INC 2024-01 PURCHASE 2001-01 3265 1193 2072 JOHNSON & JOHNSON COM COMMON STOCK 2021-11 PURCHASE 2024-01 161 161 JOHNSON & JOHNSON COM COMMON STOCK 2021-11 PURCHASE 2024-10 3552 3533 19 LAMAR ADVERTISING CO 2022-07 PURCHASE 2024-01 103 100 3 LAMAR ADVERTISING CO 2022-07 PURCHASE 2024-10 1723 1306 417 MSC INDUSTRIAL DIRECT CO INC 2023-04 PURCHASE 2024-09 79 89 -10 MSC INDUSTRIAL DIRECT CO INC 2023-04 PURCHASE 2024-10 4761 5069 -308 MSC INDUSTRIAL DIRECT CO INC 2023-08 PURCHASE 2024-10 83 102 -19 MERCK & CO INC COM 2022-02 PURCHASE 2024-01 231 153 78 MERCK & CO INC COM 2022-02 PURCHASE 2024-10 1534 1072 462 MID AMERICA APARTMENT COMMUNITIES IN 2023-01 PURCHASE 2024-09 162 162 MID AMERICA APARTMENT COMMUNITIES IN 2023-01 PURCHASE 2024-10 765 808 -43 MID AMERICA APARTMENT COMMUNITIES IN 2023-01 PURCHASE 2024-11 6219 6302 -83 NUTRIEN LTD FOREIGN STOCK CAD 2023-08 PURCHASE 2024-10 1229 1560 -331 OLD REPUBLIC INTL CORP COMMOM STOCK 2019-08 PURCHASE 2024-01 177 136 41 OLD REPUBLIC INTL CORP COMMOM STOCK 2019-08 PURCHASE 2024-09 209 136 73 OLD REPUBLIC INTL CORP COMMOM STOCK 2019-08 PURCHASE 2024-10 2686 1719 967 PAYCHEX INC 2023-07 PURCHASE 2024-09 400 357 43 PAYCHEX INC 2023-07 PURCHASE 2024-10 2921 2501 420 PHILLIPS 66 2023-04 PURCHASE 2024-09 126 101 25 PHILLIPS 66 2023-04 PURCHASE 2024-10 2054 1514 540 STAG INDUSTRIAN INC SBI 2020-07 PURCHASE 2024-01 117 86 31 STAG INDUSTRIAN INC SBI 2020-07 PURCHASE 2024-09 40 29 11 STAG INDUSTRIAN INC SBI 2020-07 PURCHASE 2024-10 854 660 194 TEXAS INSTRUMENTS 2019-08 PURCHASE 2024-01 167 121 46 TEXAS INSTRUMENTS 2019-08 PURCHASE 2024-06 10300 6417 3883 TEXAS INSTRUMENTS 2019-08 PURCHASE 2024-10 1436 847 589 TOTALENERGIES SE SPON ADR 2021-03 PURCHASE 2024-01 203 148 55 TOTALENERGIES SE SPON ADR 2021-03 PURCHASE 2024-09 260 197 63 TOTALENERGIES SE SPON ADR 2021-03 PURCHASE 2024-10 2674 1925 749 UNITED PARCEL SERVICE INC CL B 2022-06 PURCHASE 2024-01 158 174 -16 UNITED PARCEL SERVICE INC CL B 2022-06 PURCHASE 2024-04 7099 8700 -1601 UNITED PARCEL SERVICE INC CL B 2022-08 PURCHASE 2024-04 284 402 -118 UNITED PARCEL SERVICE INC CL B 2023-01 PURCHASE 2024-04 142 176 -34 UNITED PARCEL SERVICE INC CL B 2023-08 PURCHASE 2024-04 142 186 -44 MEDTRONIC PLC FOREIGN STOCK 2023-10 PURCHASE 2024-10 2500 2133 367 TENDER LYONDELLBASELL INDUSTRIES N V 2021-09 PURCHASE 2024-09 187 188 -1 TENDER LYONDELLBASELL INDUSTRIES N V 2021-09 PURCHASE 2024-10 6393 6398 -5 TENDER LYONDELLBASELL INDUSTRIES N V 2021-10 PURCHASE 2024-10 188 196 -8 TENDER LYONDELLBASELL INDUSTRIES N V 2022-01 PURCHASE 2024-10 470 467 3 TENDER LYONDELLBASELL INDUSTRIES N V 2022-08 PURCHASE 2024-10 470 461 9 TENDER LYONDELLBASELL INDUSTRIES N V 2022-08 PURCHASE 2024-12 4599 5441 -842 TENDER LYONDELLBASELL INDUSTRIES N V 2022-08 PURCHASE 2024-12 234 316 -82 TENDER LYONDELLBASELL INDUSTRIES N V 2022-08 PURCHASE 2024-12 78 87 -9 TENDER LYONDELLBASELL INDUSTRIES N V 2023-01 PURCHASE 2024-12 78 86 -8 CISCO SYS INC 2022-10 PURCHASE 2024-09 341 317 24 CISCO SYS INC 2022-10 PURCHASE 2024-10 2604 2177 427 ROYAL BANK OF CANADA 2023-04 PURCHASE 2024-09 121 100 21 ROYAL BANK OF CANADA 2023-04 PURCHASE 2024-10 2346 1896 450 UBS51 741116 UBS 97 440836 LEGAL FEES 2105 2105 NON DEDUCTIBLE 156 EXPENSES FARRIER EXPENSE 6771 6771 FEED & HAY 3970 3970 VETERINARY SERVICES 6616 6616 FACILITY REPAIR 488 488 WORKERS COMPENSATION 11400 11400 PAYROLL SERVICE FEES 6092 6092 HEALTH INSURANCE 6347 6347 OFFICE HORSE SUPPLIES 10272 10272 FACILITY REPAIR PROJECTS 1625 1625 GROUND MAINTENANCE 3141 3141 UTILITIES - WATER 2822 2822 TELEPHONE/TELECOMMUNICATIONS 1530 1530 BANK CHARGES 112 112 INSURANCE D & O 1025 1025 INSURANCE PROPERTY 673 673 EQUIPMENT RENTAL/MAITENANCE MILEAGE 1329 1329 ADMINISTRATION EXPENSES BOND PREMIUM BASIS ADJUSTMENT NON DEDUCTIBLE 352 UTILITIES - ELECTRIC 1075 1075 LOAN RECEIVABLE UBS FEES 51 5593 5593 UBS FEES 97 8161 8161 UBS FEES 30 175 175 FOREIGN TAX PAID 666 666 PROPERTY TAXES 200 200 FEDERAL TAX 1436 1436