HUALALAI OHANA FOUNDATION

As filed

Subsection

03

NTEE code

B82

Classification

1200

Street

PO BOX 5227

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2023

• EDUCATIONAL AWARDS AND PROGRAMS - IN 2023 THERE WERE 73 SCHOLARSHIPS FOR PRE-K THROUGH 12TH GRADE, 55 SCHOLARSHIPS FOR HIGHER EDUCATION, AND 95 COURSEWORK/TUTORING AWARDS.EDUCATIONAL PROGRAMS INCLUDED: KEIKI LITERACY AND LEARNING PROGRAM - DISTRIBUTES BOOKS EACH MONTH TO CHILDREN OF HUALALAI RESORT WORKFORCE AND ORGANIZES AN ANNUAL CHILD LITERACY BOOK FAIR FOR FAMILIES AND CHILDREN TO INSPIRE A LOVE FOR LITERACY AND LEARNING AMONG CHILDREN (237 AWARDS IN 2023). HONOR ROLL - RECOGNIZES AND AWARDS HUALALAI EMPLOYEE CHILDREN IN GRADES 6-12 (88 IN 2023). WORK FOR COLLEGE MATCH - AWARDS STUDENTS FOR SUMMER EMPLOYMENT EARNINGS WITH A CASH MATCH FOR HOURS WORKED TOTALING UP TO $1,500 (29 AWARDS IN 2023).ACADEMIC MERIT AWARDS - RECOGNIZES STUDENT ACADEMIC ACHIEVEMENT WITH GOOD GRADES (20 AWARDS IN 2023). TECHNOLOGY FOR EDUCATION - AWARDS GRANTED IN 2023 INCLUDED 15 AWARDS TO SUPPORT THE REMOTE LEARNING NEEDS OF FAMILIES IN SUPPORT OF PURCHASING A LAPTOP, COMPUTER, PRINTER, ROUTER OR HEADSET.

  Expenses $1,092,535 · Grants $925,300

• SUMMER MICROSCHOOL PILOT PROGRAM : HALAU LAMAKU AT KALAEMANO. IN JULY 2023, 40 KEIKI PARTICIPATED IN A TWO-WEEK EDUCATIONAL SUMMER ENRICHMENT PROGRAM COORDINATED IN PARTNERSHIP WITH THE UNIVERSITY OF HAWAII 'IMILOA CENTER. LAMA SIGNIFIES "LIGHT OR "ENLIGHTENMENT"- EVOKING LEARNING, KNOWLEDGE AND UNDERSTANDING. HALAU LAMAKU HONORS THE LAMA TREE, A NATIVE DRY FOREST TREE THAT GROWS IN HAWAI'I AND NOWHERE ELSE IN THE WORLD. THIS INFORMAL SCIENCE EDUCATION PROGRAM / MICROSCHOOL OFFERED PLACE-BASED ENRICHMENT LEARNING FOR KEIKI, WELCOMING YOUNG EXPLORERS IN GRADES 1-6 TO DISCOVER HAWAI'I AND STRENGTHEN THEIR CONNECTIONS TO THEIR ISLAND HOME, AND TO THE AHUPUA'A (LAND) OF KA'UPULEHU (WHERE HUALALAI RESORT IS LOCATED). EXPLORERS ENGAGED IN HANDS-ON ACTIVITIES, CRAFTS, GAMES, OUTDOOR EXPLORATION, ART AND OBSERVATION GROUNDED IN HAWAIIAN CULTURE, SCIENCE, MATH, AND ART. EXPLORERS VOYAGED FROM DEEP OCEAN TO DEEP SPACE AND EVERYTHING IN BETWEEN. THE PROGRAM WAS CUSTOM DESIGNED TO PROVIDE SOCIAL AND ACADEMIC STIMULATION FOR LOCAL CHILDREN IN A SAFE ENVIRONMENT, INSPIRING PRIDE, CONNECTION AND RELEVANCE HERE AT HUALALAI WHERE THEIR PARENTS ARE EMPLOYED. THE THEME FOR THE 2023 CAMP WAS "LIFE ON THE REEF".

  Expenses $62,401

• MEDICAL FINANCIAL ASSISTANCE AWARDS INCLUDED 202 AWARDS TO SUPPORT HEALTH AND WELL-BEING OF FAMILIES STRUGGLING WITH EMERGENT MEDICAL CRISIS AND SERIOUS MEDICAL NEEDS.

  Expenses $360,609 · Grants $329,997

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

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2023

  Revenue

  $2,119,253

  Expenses

  $1,802,447

  Contributions

  $1,064,973

  Grants paid

  $1,255,297

• 2022

  Revenue

  $1,269,672

  Expenses

  $1,450,677

  Contributions

  $1,171,651

  Grants paid

  $972,179

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $1,675,337

  Expenses

  $1,446,691

  Assets (EOY)

  $7,629,138

• 2020 · 990

  Revenue

  $2,174,094

  Expenses

  $1,418,463

  Assets (EOY)

  $6,625,293

• 2019 · 990

  Revenue

  $1,233,620

  Expenses

  $1,009,272

  Assets (EOY)

  $5,310,162

• 2018 · 990

  Revenue

  $945,391

  Expenses

  $1,020,583

  Assets (EOY)

  $4,384,204

• 2017 · 990

  Revenue

  $1,332,026

  Expenses

  $1,033,013

  Assets (EOY)

  $4,890,332

• 2016 · 990

  Revenue

  $1,329,899

  Expenses

  $861,568

  Assets (EOY)

  $4,001,652

• 2015 · 990

  Revenue

  $1,756,028

  Expenses

  $722,020

  Assets (EOY)

  $3,335,680

• 2014 · 990

  Revenue

  $1,091,223

  Expenses

  $664,823

  Assets (EOY)

  $2,348,147

• 2013 · 990

  Revenue

  $797,508

  Expenses

  $561,442

  Assets (EOY)

  $1,919,251

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $505,033

  Assets (EOY)

  $1,564,902

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $279,600

  2023 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $272,500

  2022 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $262,000

  2024 · For grant recipient's exempt purposes

• FORGOOD INC

  $130,832

  2022 · UNRESTRICTED

• DONOR ADVISED CHARITABLE GIVING

  $113,200

  2024 · EDUCATION

• DONOR ADVISED CHARITABLE GIVING

  $91,300

  2023 · EDUCATION

• FORGOOD INC

  $65,683

  2023 · UNRESTRICTED

• THE BESSEMER GIVING FUND

  $65,000

  2023 · GENERAL SUPPORT

• THE BESSEMER GIVING FUND

  $65,000

  2024 · SCHOLARSHIP FUND

• ARIZONA COMMUNITY FOUNDATION

  $50,000

  2023 · GENERAL SUPPORT

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

Other IRS files