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Nonprofit · EIN 99-0302635

HALE MAKUA FOUNDATION

Tax-exempt · KANEOHE, HI 96744

Financials

$224K$594K2023−$158K$13K2024
Revenue Expenses · by fiscal year end
Financials of HALE MAKUA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-$158,330$12,754-$171,084$9,090$0$9,090
December 31, 2023990$223,884$593,785-$369,901$4,971,971$1,932$4,970,039
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
-$158,330
Net gain from sales of assets
-$291,604
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$1,450
Accounting fees
$1,989
Management and general (functional)
$12,754

Balance sheet and other

Total assets, start of year
$4,971,971
Total assets, end of year
$9,090
Total liabilities, end of year
$0
Net assets, end of year
$9,090
Publicly traded securities
$9,090
Net assets without donor restrictions
$9,090
Gross receipts
$1,926,116
Employees
0
Volunteers
4
Year formed
1992
State of legal domicile
HI

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
GREG KNUETREASURER/SE
Trustee or director, Officer
1$0
WESLEY P LOC.E.O.
Trustee or director, Officer
1$0
MARVIN MONIZCHAIRMAN OF
Trustee or director, Officer
2$0
ALAN NAKAMOTOVICE CHAIR
Trustee or director, Officer
1$0
SUANNE MORIKUNIC.F.O.
Officer
1$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
GREG KNUETREASURER/SE
Trustee or director, Officer
1$0
WESLEY P LOC.E.O.
Trustee or director, Officer
1$0
MARVIN MONIZCHAIRMAN OF
Trustee or director, Officer
2$0
ALAN NAKAMOTOVICE CHAIR
Trustee or director, Officer
1$0
PAUL UEOKATRUSTEE
Trustee or director
1$0
SUANNE MORIKUNIC.F.O.
Officer
1$0

Address and contacts

Address (IRS master file)
45-181 WAIKALUA RD, KANEOHE, HI 96744-2765
In care of
% ANTHONY J KRIEG
Principal officer (990 for 2024)
WESLEY P LO, 472 KAULANA STREET, KAHULUI, HI 967322099
Signed the 990
WESLEY P LO, C.E.O.
Phone
(808) 877-2761
Return prepared by
HEE & CHING CPAS LLC

Mission

HALE MAKUA FOUNDATION PROVIDES SUPPORT TO HALE MAKUA HEALTH SERVICES AND MANAGES ALL OF HALE MAKUA FOUNDATION'S INVESTMENTS.

990 for the year ended December 31, 2024

Program accomplishments

  • 509(A)(3) SUPPORTING CONTRIBUTION MADE TO HALE MAKUA HEALTH SERVICES.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
99-0302635
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1993
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$9,090
Income (IRS master file)
$1,926,116

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024-$158,330$12,754$9,090XML
990December 2023$223,884$593,785$4,971,971XML
990December 2022$86,438$22,797$5,304,704IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––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 99-0302635).

Questions about HALE MAKUA FOUNDATION

What is the EIN of HALE MAKUA FOUNDATION?
The employer identification number (EIN) of HALE MAKUA FOUNDATION is 99-0302635.
Is HALE MAKUA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to HALE MAKUA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does HALE MAKUA FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HALE MAKUA FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HALE MAKUA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of HALE MAKUA FOUNDATION?
The 990 for the year ended December 31, 2024 names WESLEY P LO.
Who are the officers and directors of HALE MAKUA FOUNDATION?
The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does HALE MAKUA FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of -$158,330, expenses of $12,754 and total assets of $9,090 at year end.

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