Nonprofit · EIN 82-1736982
KUALOA RANCH FOUNDATION
Tax-exempt · KAAAWA, HI 96730
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $540,264 | $131,345 | $408,919 | $2,046,888 | $0 | $2,046,888 |
| June 30, 2024 | 990-PF | $447,505 | $75,345 | $372,160 | $1,637,969 | $0 | $1,637,969 |
| June 30, 2023 | 990-PF | $480,278 | $61,129 | $419,149 | $1,265,809 | $0 | $1,265,809 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $368,960
- Dividends
- $102,853
- Interest
- $3,635
- Other income
- $64,816
Expenses
- Grants and similar amounts paid
- $130,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $130,000
Balance sheet and other
- Total assets, start of year
- $1,637,969
- Total assets, end of year
- $2,046,888
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,046,888
- Fair market value of assets
- $2,403,873
- Qualifying distributions
- $130,000
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-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE ROSENBERG 49-560 KAMEHAMEHA HIGHWAY, KAAAWA, HI 96744 | PRESIDENT/DIRECTOR | 1 | $0 |
| CICI MORGAN 49-560 KAMEHAMEHA HIGHWAY, KAAAWA, HI 96744 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| LINDSEY MORGAN-ONEIL 49-560 KAMEHAMEHA HIGHWAY, KAAAWA, HI 96744 | SECRETARY/DIRECTOR | 1 | $0 |
| MOLLY MORGAN 49-560 KAMEHAMEHA HIGHWAY, KAAAWA, HI 96744 | TREASURER/DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE ROSENBERG 49-560 KAMEHAMEHA HIGHWAY, KAAAWA, HI 96744 | PRESIDENT/DIRECTOR | 1 | $0 |
| CICI MORGAN 49-560 KAMEHAMEHA HIGHWAY, KAAAWA, HI 96744 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| LINDSEY MORGAN-ONEIL 49-560 KAMEHAMEHA HIGHWAY, KAAAWA, HI 96744 | SECRETARY/DIRECTOR | 1 | $0 |
| MOLLY MORGAN 49-560 KAMEHAMEHA HIGHWAY, KAAAWA, HI 96744 | TREASURER/DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE ROSENBERG 49-560 KAMEHAMEHA HIGHWAY, KAAAWA, HI 96744 | PRESIDENT/DIRECTOR | 1 | $0 |
| CICI MORGAN 49-560 KAMEHAMEHA HIGHWAY, KAAAWA, HI 96744 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| LINDSEY MORGAN-ONEIL 49-560 KAMEHAMEHA HIGHWAY, KAAAWA, HI 96744 | SECRETARY/DIRECTOR | 1 | $0 |
| MOLLY MORGAN 49-560 KAMEHAMEHA HIGHWAY, KAAAWA, HI 96744 | TREASURER/DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 650, KAAAWA, HI 96730-0650
- Signed the 990-PF
- LINDSEY MORGAN O'NEIL, SECRETARY
- Phone
- (808) 748-3225
- Website
- WWW.KUALOA.COM
- Return prepared by
- CHEE & COMPANY CPAS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 82-1736982
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,046,888
- Income (IRS master file)
- $540,264
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $540,264 | $131,345 | $2,046,888 | IRS |
| 990-PF | June 2024 | $447,505 | $75,345 | $1,637,969 | XML |
| 990-PF | June 2023 | $480,278 | $61,129 | $1,265,809 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 82-1736982).
Questions about KUALOA RANCH FOUNDATION
- What is the EIN of KUALOA RANCH FOUNDATION?
- The employer identification number (EIN) of KUALOA RANCH FOUNDATION is 82-1736982.
- Is KUALOA RANCH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to KUALOA RANCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KUALOA RANCH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KUALOA RANCH FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KUALOA RANCH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of KUALOA RANCH FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does KUALOA RANCH FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $540,264, expenses of $131,345 and total assets of $2,046,888 at year end.
Other nonprofits in KAAAWA
- HOLDING SPACE HAWAII EIN 92-2185330 · last filed 990-N for 2023
- KOOLAU ACES YOUTH BASEBALL EIN 42-2055647 · last filed 990-N for 2025
- H C C I HAWAII CHRISTIAN CENTER INTERNATIONAL INC EIN 99-1828741 · last filed 990-N for 2025
- PASEFIKA RUGBY CLUB EIN 87-2496942 · last filed 990-N for 2023
- TINFISH PRESS EIN 30-0197474 · last filed 990-N for 2024
- LAIESKILLZ ACADEMY EIN 99-2413542 · last filed 990-PF for 2025
- HOALA AINA KUPONO EIN 80-0359663 · last filed 990-N for 2025
All nonprofits in KAAAWA · Hawaii · Philanthropy, voluntarism and grantmaking foundations