2025-04-24T09:46:55-05:00 2024-12-31 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2024-01-01 842416349 LEGACY OF ALOHA FOUNDATION INC LEGA 8587202395 225 W PLAZA ST 300 SOLANA BEACH CA 92075 JACQUELINE REED CFO 8587202395 2025-04-23 1 1 JANE COLEMAN P01391236 8586271400 2024 2025-03-06 01:10:19Z JACQUELINE REED 225 W PLAZA ST 300 SOLANA BEACH CA 92075 262512 0 X WWW.TSRESTAURANTS.COM/LEGACY-OF-ALOHA/ X 2019 CA TO PROVIDE CHARITABLE SUPPORT FOR THE COMMUNITIES IN WHICH T S RESTAURANTS ARE LOCATED. 3 3 0 3 0 0 1953317 262512 0 0 0 0 0 0 1953317 262512 1912150 212000 0 0 0 0 0 0 0 1400 14111 1913550 226111 39767 36401 154135 85536 105000 0 49135 85536 THE LEGACY OF ALOHA FOUNDATION, INC. (HEREINAFTER THE ORGANIZATION) IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION FOUNDED BY T S RESTAURANTS TO CARRY OUT CHARITABLE EFFORTS IN THE COMMUNITIES WHERE T S EMPLOYEES LIVE, WORK AND PLAY. 0 0 164000 164000 COMMUNITY DISASTER AWARENESS AND RESPONSE - THE ORGANIZATION CREATES AWARENESS LOCALLY AND NATIONALLY, WITH THE PURPOSE OF GENERATING SUPPORT TO PROVIDE RELIEF TO THOSE AFFECTED. FUNDS RAISED ARE GRANTED TO COMMUNITY ORGANIZATIONS ASSITING WITH DISASTER RELIEF OR TO INDIVIDUALS AFFECTED. GRANTS TO INDIVIDUALS ARE APPROVED BY AN INDEPENDENT SELECTION COMMITTEE NOT AFFILIATED WITH THE ORGANIZATION OR T S RESTAURANTS. THE COMMITTEE DETERMINES THE NEEDS, MERITS AND AVAILABILITY OF FUNDS TO BE DISTRIBUTED BY THIS PROGRAM, AND MAY REQUIRE PROSPECTIVE RECIPIENTS TO SUBMIT AN APPLICATION OR PROPOSAL TO BE CONSIDERED. COMMUNITIES GRANTS - THE ORGANIZATION ENGAGES IN COMMUNITY GRANTMAKING EFFORTS TO OTHER NONPROFIT ORGANIZATIONS THAT ARE FOCUSED ON SUPPORTING THE LONGEVITY AND SUCCESS OF LOCAL COMMUNITIES AND EMBODY T S RESTAURANTS VALUES OF 'OHANA, CONTINUOUS IMPROVEMENT, SERVING ONE'S COMMUNITIES, PRIDE IN ONE'S EMPLOYEES, AND FUN. THE ORGANIZATION'S BOARD OF DIRECTORS AND OFFICERS DETERMINES THE NEEDS, MERITS AND AVAILABILITY OF FUNDS TO BE DISTRIBUTED BY THIS PROGRAM, AND MAY REQUIRE PROSPECTIVE RECIPIENTS TO SUBMIT AN APPLICATION OR PROPOSAL TO BE CONSIDERED. 48000 48000 LEGACY OF ALOHA SCHOALRSHIP PROGRAM - THE ORGANIZATION PROVIDES ANNUAL SCHOLARSHIPS TO T S RESTAURANT EMPLOYEES OR THEIR CHILDREN FOR EDUCATIONAL PURPOSES, INCLUDING, PURSING EDUCATION AT AN ACCREDITED 2- YEAR COLLEGE, 4- YEAR UNIVERSITY, TRADE OR VOCATIONAL SCHOOL, OR GRADUATE PROGRAM. THESE SCHOLARSHIP AWARDS WILL PROMOTE THE CONTINUED EDUCATION AND GROWTH OF THE INDIVIDUALS WHO LIVE, WORK AND PLAY IN THE COMMUNITIES AND NEIGHBORHOODS IN WHICH T S RESTAURANTS ARE LOCATED. A SCHOLARSHIP COMMITTEE REVIEWS APPLICATIONS AND DETERMINES THE SCHOLARSHIP RECIPIENTS. 212000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 CA X SUSANNE SAXTEN 8587202395 225 W PLAZA ST 300 SOLANA BEACH CA 92075 X SUSANNE SAXTEN BOARD CHAIR, PRESIDENT/CEO 2.00 X X 0 0 0 JACQUELINE RENE REED DIRECTOR, CFO/TREASURER/SE 0.50 X X 0 0 0 JAMES ROBERT THIBAUT DIRECTOR 0.25 X 0 0 0 0 0 0 0 0 0 0 0 262512 262512 262512 0 0 0 212000 212000 13800 13800 111 111 LICENSES AND FEES 200 200 226111 212000 14111 0 154110 85002 0 209 25 325 154135 85536 105000 0 105000 0 X 49135 85536 49135 85536 154135 85536 36401 0 X 0 0 0 X 8068 24911 39874 1953317 262512 2288682 8068 24911 39874 1953317 262512 2288682 94822 2193860 2288682 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 SCHOLARSHIP GRANTS 17 48000 FIRE RELIEF GRANTS 83 164000 PART I, LINE 2: GRANT APPLICATIONS NEED TO BE SUBMITTED WITH ALL SUPPORTING/REQUIRED DOCUMENTATION AND REVIEWED FOR COMPLETENESS AND ELIGIBILITY AND APPROVED BY THE BOARD OF DIRECTORS. FOR SPECIFIC GRANTS (LIKE SCHOLARSHIPS AND OTHER GRANTS TO INDIVIDUALS), THE BOARD OF DIRECTORS APPOINTS INDEPENDENT COMMITTEES OF COMMUNITY TO REVIEW AND APPROVE SELECTIONS AND ENSURE FAIRNESS. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS SUSANNE SAXTEN, JACQUELINE RENE REED AND JAMES ROBERT THIBAUT HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUR OUTSIDE CPA FIRM, REVIEWED AND APPROVED BY MANAGEMENT, AND A COMPLETE COPY OF THE FORM 990 AND SUPPORTING SCHEDULE IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO THE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS ARE REQUESTED TO DISCLOSE ANY POTENTIAL OR CURRENT CONFLICTS OF INTEREST. IF A CONFLICT ARISES, THE PERSON WITH THE CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION. THERE HAVE BEEN NO INCIDENCES OF ANY CONFLICT IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION HAS NO PAID OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 13 AND 14: THE ORGANIZATION IS CURRENTLY IN THE PROCESS OF ADOPTING A WRITTEN WHISTLE BLOWER AND DOCUMENT RETENTION AND DESTRUCTION POLICY. T S DUKE'S PARTNERSHIP 225 W PLAZA STREET SUITE 300 SOLANA BEACH CA 92075 990308674 RESTAURANT FOOD & DRINK CA N/A 0 0 PIER PLAZA GROUP LLC 225 W PLAZA STREET SUITE 300 SOLANA BEACH CA 92075 330763834 LEASING REAL ESTATE CA N/A 0 0 DUKE'S MALIBU PARTNERSHIP 225 W PLAZA STREET SUITE 300 SOLANA BEACH CA 92075 954570773 RESTAURANT FOOD & DRINK CA N/A 0 0 DUKE'S SURF CITY LP 225 W PLAZA STREET SUITE 300 SOLANA BEACH CA 92075 330786129 SALES FOOD & DRINK CA N/A 0 0 DUKE'S WAIKIKI PARTNERSHIP LLC 225 W PLAZA STREET SUITE 300 SOLANA BEACH CA 92075 990296473 SALES FOOD & DRINK CA N/A 0 0 KIMO'S PARTNERSHIP LLC 225 W PLAZA STREET SUITE 300 SOLANA BEACH CA 92075 990186501 SALES FOOD & DRINK CA N/A 0 0 T S LEIS LLC 225 W PLAZA STREET SUITE 300 SOLANA BEACH CA 92075 273178331 INVESTING RESTAURANTS CA N/A 0 0 HULA GRILL WAIKIKI LLC 225 W PLAZA STREET SUITE 300 SOLANA BEACH CA 92075 030526024 SALES FOOD & DRINK CA N/A 0 0 DUKE'S LA JOLLA LLC 225 W PLAZA STREET SUITE 300 SOLANA BEACH CA 92075 471669851 RESTAURANT FOOD & DRINK CA N/A 0 0 TS ALOHA INC 225 W PLAZA STREET SUITE 300 SOLANA BEACH CA 92075 990268883 SERVICE MANAGEMENT CA N/A S 0 TS RESTAURANTS MGT INC 225 W PLAZA STREET SUITE 300 SOLANA BEACH CA 92075 383730252 MANAGEMENT HOLDING COMPANY CA N/A S 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0