Makana Aloha Foundation
- Assets
- $5.4m
- Revenue
- $475.8k
- Investments
- $5.3m
- Employees
- 0
- Location
- Kailua, HI
- Founding
- 02/2008
- Data as of
- 03/2024
- EIN
- 20-8877756
Organization Overview
Makana Aloha Foundation is located in Kailua, HI. The organization was established in 2008. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Makana Aloha Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2024, Makana Aloha Foundation generated $475.8k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 6.7% each year. All expenses for the organization totaled $422.4k during the year ending 03/2024. While expenses have increased by 1.3% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Makana Aloha Foundation has awarded 154 individual grants totaling $2,305,889. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2024
Describe the Organization's Program Activity:
Part 3 - Line 4a
NO DIRECT CHARITABLE ACTIVITIES
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jami Lynn Burks Pres, Sec, Treas, Exec Dir | 40 | $131,004 | |
Gunars E Valkirs Vice President | 2.5 | $0 | |
Jorene Valkirs Director | 2.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $8,197 |
| Dividends & Interest | $112,549 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $355,101 |
| Capital Gain Net Income | $355,101 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $475,847 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $131,004 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $10,935 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $8,384 |
| Total operating and administrative expenses | $197,966 |
| Contributions, gifts, grants paid | $224,391 |
| Total expenses and disbursements | $422,357 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $72,596 |
| Savings and temporary cash investments | $28,289 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,678,500 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,414,815 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Makana Aloha Foundation has awarded $224,391 in support to 20 organizations.
| Grant Recipient | Amount |
|---|---|
WHALE TRUST PURPOSE: GRANT FOR GENERAL OPERATING SUPPORT. | $5,000 |
MAUI ACADEMY OF PERFORMING ARTS PURPOSE: THESE FUNDS ($ 40,000) SHALL BE USED FOR THE FUNDING OF MAUI ACADEMY OF PERFORMING ARTS-MAPA FOR THE MAN OF LA MANCHA IN AUGUST 2024 AT THE MACC. | $40,000 |
UNIVERSITY OF HAWAII FOUNDATION PURPOSE: GRANT TO FUND THIS YEAR'S RECIPIENTS OF MAKANA ALOHA CULINARY ACADEMY SCHOLARSHIP. | $10,526 |
UNIVERSITY OF HAWAII FOUNDATION PURPOSE: FUNDS TO SUPORT FEEDING MAUI WILDFIRE VICITIMS WHO LOST THEIR HOMES AND ARE BEING FED BY LARGE SCALE FEEDING EFFORTS. FUNDS TO HELP OFFSET THE COSTS NOT COVERD BY OTHER CHARITIES. | $16,840 |
UNIVERSITY OF HAWAII FOUNDATION PURPOSE: GRANT TO HELP FUND THE SEED BANK AT UH MAUI FOR REPOPULATION OF NATIVE SPECIES OF PLANTS IN LAHAINA, PARTICULARLY POST FIRE. | $10,525 |
LAHAINALUNA HIGH SCHOOL FOUNDATION PURPOSE: GRANT TO FUND THE ANNUAL MAKANA ALOHA SCIENCE SCHOLARSHIP AND RENEWALS AT LAHAINALUNA HIGH SCHOOL. | $21,000 |