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← KA ANAPALI OCEAN RESORT CHARITABLE TRUST

Form 990 for tax year 2023

Filed by KA ANAPALI OCEAN RESORT CHARITABLE TRUST.

Totals

Total revenue
$379,746
Total expenses
$382,781
Contributions and grants received
$374,460
Grants paid
$351,000
Program service revenue
$0
Investment income
$5,286
Other revenue
$0
Total assets, end of year
$360,243
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$360,243
Program services expenses (Part IX)
$351,000
Management and general expenses
$31,781
Fundraising expenses
$0
Program service expenses (Part III)
$351,000

Program services were 91.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $374,460

  • 3 · Investment income

    total $5,980 · excluded $5,980

  • 7a · Gross sales of assets other than inventory

    securities $199,072

  • 7b · Less cost or other basis and sales expenses

    securities $199,766

  • 7c · Gain or loss

    securities -$694

  • 7d · Net gain or loss

    total -$694 · excluded -$694

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $351,000 · program services $351,000

  • 11a · Fees: management

    total $18,848 · management and general $18,848

  • 11c · Fees: accounting

    total $8,282 · management and general $8,282

  • 13 · Office expenses

    total $784 · management and general $784

  • 24a · Other expenses: BOARD EXPENSE

    total $2,284 · management and general $2,284

  • 24b · Other expenses: LICENSE & FEES

    total $1,413 · management and general $1,413

  • 24c · Other expenses: WEBSITE EXPENSE

    total $170 · management and general $170

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $105,096 · end of year $98,015

  • 2 · Savings and temporary cash investments

    beginning of year $6,572 · end of year $3,479

  • 11 · Investments: publicly traded securities

    beginning of year $230,247 · end of year $258,749

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $341,915 · end of year $360,243

Mission and programs · 2023

Mission

KA'ANAPALI OCEAN RESORT CHARITABLE TRUST FORMERLY KNOWN AS ONE OHANA CHARITABLE TRUST PRIMARY PURPOSE HAS BEEN AND WILL CONTINUE TO BE OPERATED FOR THE PURPOSE OF MAKING CHARITABLE CONTRIBUTIONS TO ORGANIZATIONS, CONDUCTING RESEARCH, STUDY AND EDUCATIONAL ACTIVITIES AIMED AT IMPROVING THE QUALITY OF LIFE FOR THE CITIZENS AND FAMILIES OF THE COUNTY OF MAUI, IN THE STATE OF HAWAII BY SUPPORTING WITH CHARITABLE GOALS OF PROJECTS BENEFICIAL TO THE COMMUNITY.

Activities or mission (Part I)

KA'ANAPALI OCEAN RESORT CHARITABLE TRUST FORMERLY KNOWN AS ONE OHANA CHARITABLE TRUST PRIMARY PURPOSE HAS BEEN AND WILL CONTINUE TO BE OPERATED FOR THE PURPOSE OF MAKING CHARITABLE CONTRIBUTIONS TO ORGANIZATIONS, CONDUCTING RESERCH, STUDY AND EDUCATIONAL ACTIVITIES AIMED AT IMPROVING THE QUALITY OF LIFE FOR THE CITIZENS AND FAMILIES OF THE COUNTY OF MAUI, IN THE STATE OF HAWAII BY SUPPORTING WITH CHARITABLE GOALS OF PROJECTS BENEFICIAL TO THE COMMUNITY.

  • CONDUCTING RESEARCH, STUDIES AND EDUCATING THE PUBLIC ON AN OBJECTIVE BASIS REGARDING COMMUNITY MATTERS, ISSUES, PROBLEMS, AND CONCERNS WITH THE CHARITABLE GOAL OF IMPROVING THE WELFARE OF THE COMMUNITY AND CITIZENS OF THE COUNTY OF MAUI.

    Expenses $351,000 · Grants $351,000 · Revenue $374,460

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MARY FECHTIG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.75 + 0.75 related

  • VIC HENRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.75 + 0.75 related

  • CRAIG REYNOLDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.75 + 0.75 related

  • ELIZABETH ESTES

    TREASURER

    Total calculated
    $0
    Hours/week
    0.75 + 0.75 related

  • ANGELA NOLAN

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.75 + 0.75 related

  • MARK WATFORD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.75 + 0.75 related

  • BETH BRILL

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.75 + 0.75 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202433199349316448

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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