Nonprofit · EIN 20-8877756
MAKANA ALOHA FOUNDATION
Tax-exempt · KAILUA, HI 96734
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $152,020 | $431,054 | -$279,034 | $5,133,781 | $0 | $5,133,781 |
| March 31, 2024 | 990-PF | $475,847 | $422,357 | $53,490 | $5,414,815 | $0 | $5,414,815 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Dividends
- $127,573
- Interest
- $4,836
- Net gain from sales of assets
- $19,611
Expenses
- Grants and similar amounts paid
- $227,288
- Compensation of officers, directors and key employees
- $131,004
- Disbursements for charitable purposes
- $371,705
- Excise tax on investment income
- $1,288
Balance sheet and other
- Total assets, start of year
- $5,414,815
- Total assets, end of year
- $5,133,781
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,133,781
- Fair market value of assets
- $8,519,400
- Qualifying distributions
- $371,705
- Net investment income
- $152,020
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMI LYNN BURKS PO BOX 342190, KAILUA, HI 96734 | PRES, SEC, TREAS, EXEC DIR | 40 | $131,004 |
| GUNARS E VALKIRS PO BOX 342190, KAILUA, HI 96734 | VICE PRESIDENT | 2.5 | $0 |
| JORENE VALKIRS PO BOX 342190, KAILUA, HI 96734 | DIRECTOR | 2.5 | $0 |
990-PF for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMI LYNN BURKS PO BOX 342190, KAILUA, HI 96734 | PRES, SEC, TREAS, EXEC DIR | 40 | $131,004 |
| GUNARS E VALKIRS PO BOX 342190, KAILUA, HI 96734 | VICE PRESIDENT | 2.5 | $0 |
| JORENE VALKIRS PO BOX 342190, KAILUA, HI 96734 | DIRECTOR | 2.5 | $0 |
Address and contacts
- Address (IRS master file)
- 42-102 KOOKU PL, KAILUA, HI 96734-5710
- In care of
- % JAMI BURKS
- Signed the 990-PF
- JAMI LYNN BURKS, PRESIDENT
- Phone
- (808) 683-8363
- Website
- WWW.GUIDESTAR.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-8877756
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2008
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,133,781
- Income (IRS master file)
- $1,065,477
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $152,020 | $431,054 | $5,133,781 | XML |
| 990-PF | March 2024 | $475,847 | $422,357 | $5,414,815 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8877756).
Questions about MAKANA ALOHA FOUNDATION
- What is the EIN of MAKANA ALOHA FOUNDATION?
- The employer identification number (EIN) of MAKANA ALOHA FOUNDATION is 20-8877756.
- Is MAKANA ALOHA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to MAKANA ALOHA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MAKANA ALOHA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MAKANA ALOHA FOUNDATION due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MAKANA ALOHA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of MAKANA ALOHA FOUNDATION?
- The 990-PF for the year ended March 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $131,004 (JAMI LYNN BURKS, PRES, SEC, TREAS, EXEC DIR).
- How much revenue does MAKANA ALOHA FOUNDATION have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $152,020, expenses of $431,054 and total assets of $5,133,781 at year end.
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