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Nonprofiteer
← HALE MAKUA FOUNDATION

Form 990 for tax year 2022

Filed by HALE MAKUA FOUNDATION.

Totals

Total revenue
$86,438
Total expenses
$22,797
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$86,438
Other revenue
$0
Total assets, end of year
$5,304,704
Total liabilities, end of year
$4,281
Net assets or fund balances, end of year
$5,300,423
Program services expenses (Part IX)
$0
Management and general expenses
$22,797
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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.

  • 3 · Investment income

    total $86,438 · excluded $86,438

  • 7a · Gross sales of assets other than inventory

    securities $72,373

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

    securities $72,373

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $576 · management and general $576

  • 11c · Fees: accounting

    total $1,833 · management and general $1,833

  • 11f · Fees: investment management

    total $20,383 · management and general $20,383

  • 13 · Office expenses

    total $5 · management and general $5

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,430 · end of year $2,359

  • 2 · Savings and temporary cash investments

    beginning of year $500,101 · end of year $500,101

  • 7 · Other notes and loans receivable

    beginning of year $566,202 · end of year $566,202

  • 11 · Investments: publicly traded securities

    beginning of year $4,461,395 · end of year $4,236,042

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,932 · end of year $1,932

  • 25 · Other liabilities

    end of year $2,349

  • 27 · Net assets without donor restrictions

    beginning of year $4,998,402 · end of year $4,763,418

  • 28 · Net assets with donor restrictions

    beginning of year $529,794 · end of year $537,005

Mission and programs · 2022

Mission

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

Activities or mission (Part I)

HALE MAKUA FOUNDATION MANAGES ALL OF HALE MAKUA FOUNDATION'S INVESTMENTS AND PROVIDES SUPPORT TO HALE MAKUA HEALTH SERVICES. THE MAJORITY OF HALE MAKUA HEALTH SERVICE RESIDENTS ARE MEDICAID RECIPIENTS, WHICH IS A FEDERAL PROGRAM TO AID THE AGED, BLIND, AND DISABLED WITH MEDICAL ASSISTANCE.

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

As filed on the 2022 return.

Listed in Part VII

  • Jack Kulp

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Wesley P Lo

    CHIEF EXECUT

    Total calculated
    $0
    Hours/week
    1

  • Gayle Long

    CHAIRMAN OF

    Total calculated
    $0
    Hours/week
    2

  • Judy McCorkle

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Guy Muraoka

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Paul Ueoka

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Suanne Morikuni

    CHIEF FINANC

    Total calculated
    $0
    Hours/week
    1

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

No itemized grants to organizations on this return.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CAREGIVERS MAUIINC (FKA HMHS CORP

    C CORP · HOLDING CO · HI

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
27 October 2023
IRS schema version
2022v5.0
Source object
202313079349303501

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