Charles and Mitch OTA Foundation
The Charles and Mitch Ota Foundation is a private foundation based in Honolulu, Hawaii. Its 2025 filing identifies support for AVID programs at Maui intermediate high schools as a restriction on awards; its reported grants also include scholarships and gifts to organizations in Hawaii and other states.
Charles and Mitch OTA Foundation at a glance
In short: Charles and Mitch OTA Foundation gave $1.1M across 31 grants in 2025 (avg $34K), mostly in Hawaii. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,059,628
- -1.4% vs 2024
- Grants made (2025)
- 31
- -20.5% vs 2024
- Average grant
- $34,182
- +24.0% vs 2024
- Median grant
- $30,000
- Total assets
- $22,560,055
- -0.4% vs 2024
- Primary geography
- Hawaii (67% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Charles and Mitch OTA Foundation
- Invitation Only
-
The 2025 filing says applications and materials are by invitation only. It names Inger Tully as the contact and lists deadlines of May 1, September 1, December 1, or February 1.
- Contact
Application contact: Inger Tully
Mailing address: PO Box 3170, Honolulu, HI 96802
Phone: (808) 242-6184
Email: itully@hcf-hawaii.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Charles and Mitch OTA Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was University of Hawaii Foundation ($100K). Together the top 10 received $565K.
Organizations only. It also paid 2 individual scholarships ($80,000), which are not listed by name.
Grant Size Distribution
139 grants across all recorded years
The most common grant size was under $50K: 113 grants of 139 (81%).
Geographic Focus
Where this funder awards grants
In 2025, 67% of grant dollars went to recipients in Hawaii. The other largest reported state shares were Oregon (8%), Nevada (6%), Washington (6%), and Arizona (6%).
Grant Distribution by State
Share of 2025 grant dollars across all 31 itemized grants.
Cities
How Charles and Mitch OTA Foundation gives
- 72% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+11%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $853K (2020) to $1.5M (2023). In 2025 it made 31 grants totaling $1.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Hawaii Foundation Honolulu, HI | Maui College Support | $100,000 |
| Grow Some Good Wailuku, HI | Unrestricted Gift | $65,000 |
| 2 individual scholarships Recipients not named | — | $80,000 |
| University of Hawaii - Manoa - Honolulu, HI | Scholarships | $60,000 |
| Oregon State University Corvallis, OR | Scholarship | $60,000 |
| Friends of Molokai High and Middle Kaunakakai, HI | Unrestricted Gift | $55,000 |
| Hana No Eau Foundation Haiku, HI | Unrestricted Gift | $50,000 |
| Childrens Justice Center of Maui Wailuku, HI | Unrestricted Gift | $50,000 |
| Kekaulike High School Foundation Pukalani, HI | Avid Program Grant | $45,000 |
| Grand Canyon University Phoenix, AZ | Scholarship | $40,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $22,560,055 | $1,212,267 | $1,304,413 | $1,059,628 | 31 | $1,123,882 | $1,038,194 | $1,218,386 |
| 2024 | $22,654,946 | $913,399 | $1,314,257 | $1,075,000 | 39 | $1,140,745 | $752,235 | $1,118,840 |
| 2023 | $23,056,202 | $644,160 | $1,752,067 | $1,479,400 | 29 | $1,548,005 | $573,690 | $1,030,030 |
| 2022 | $24,135,924 | $4,388,772 | $1,184,562 | $956,932 | 23 | $1,053,084 | $4,274,364 | $907,014 |
| 2021 | $15,430,518 | $909,828 | $1,142,596 | $903,000 | 17 | $1,006,915 | $773,103 | $926,239 |
| 2020 | $15,663,525 | $1,858,011 | $1,076,141 | $853,000 | 14 | — | $741,040 | $817,811 |
Under IRS private-foundation payout rules, Charles and Mitch OTA Foundation reported a distributable amount of $1.2M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. The 2025 filing specifies support for AVID programs at Maui intermediate high schools. The grant list also shows awards designated for scholarships and unrestricted gifts.
Grantees’ own descriptions illustrate the kinds of organizations receiving support. Grow Some Good says it promotes a local, sustainable food system and provides school-garden learning through its Farm to School Program. Hui No‘eau describes its work as visual arts education and preservation of the historic Kaluanui Estate. Boys & Girls Clubs of Maui says it provides educational and recreational activities for youth, while Hawaii Youth Symphony Association describes its mission as fostering creative experiences that inspire young people’s appreciation for music.
Grantmaking
In filing year 2025, the foundation reported 31 grants totaling $1,059,628. Grant amounts ranged from $5,000 to $100,000, with a median of $30,000.
The largest reported awards included $100,000 to the University of Hawaii Foundation for Maui College support; $65,000 to Grow Some Good as an unrestricted gift; $60,000 each to the University of Nevada–an individual recipient, the University of Hawaii at Manoa, and Oregon State University for scholarships; and $55,000 to Friends of Molokai High and Middle as an unrestricted gift. Other notable grants included $50,000 each to Hana No Eau Foundation and Children’s Justice Center of Maui as unrestricted gifts, and $45,000 to Kekaulike High School Foundation for an AVID program grant.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Ryan Odanaka as president, Doreen L. Mizuki as secretary and treasurer, and Leslie T. Okamura as vice president and director.
Charles and Mitch OTA Foundation is led by Ryan Odanaka, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ryan Odanaka
President
On filings since 2020
1 hr/week
No compensation reported
Leslie T. Okamura
Vice President & Director
On filings since 2020
No compensation reported
Doreen L. Mizuki
Secretary & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Charles and Mitch OTA Foundation
How much does Charles and Mitch OTA Foundation give each year?
Charles and Mitch OTA Foundation gave $1.1M across 31 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.1M across 39 grants.
What is Charles and Mitch OTA Foundation's typical grant size?
Charles and Mitch OTA Foundation's median grant in 2025 was $30,000, and its average grant was $34,182, across 31 grants on its 2025 IRS Form 990-PF.
Where does Charles and Mitch OTA Foundation give grants?
Charles and Mitch OTA Foundation gives mostly in Hawaii: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Oregon (8%) and Nevada (6%). The most frequent recipient cities were Honolulu, HI (6 grants), Kahului, HI (3 grants), Wailuku, HI (2 grants) and Haiku, HI (2 grants).
Does Charles and Mitch OTA Foundation give general operating support?
Yes: 42% of Charles and Mitch OTA Foundation's 2025 grants with a stated purpose (13 of 31) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarship" (8 grants) and "Scholarships" (5 grants).
Who are Charles and Mitch OTA Foundation's largest grantees?
Charles and Mitch OTA Foundation's largest 2025 grantees include University of Hawaii Foundation ($100,000), Grow Some Good ($65,000) and University of Hawaii - Manoa - ($60,000), according to its 2025 IRS Form 990-PF. It also paid 2 individual scholarships ($80,000), which are not listed by name. Together they received 21% of its itemized 2025 grant dollars.
How large is Charles and Mitch OTA Foundation?
Charles and Mitch OTA Foundation reported $22.6M in total assets on its 2025 IRS Form 990-PF. It paid out $1.1M in qualifying distributions that year, against a required minimum of $1.2M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Charles and Mitch OTA Foundation fund?
No foundation mission statement is provided. The 2025 filing specifies support for AVID programs at Maui intermediate high schools. The grant list also shows awards designated for scholarships and unrestricted gifts. See mission & focus areas ↑
How do I apply for a grant from Charles and Mitch OTA Foundation?
The 2025 filing says applications and materials are by invitation only. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Charles and Mitch OTA Foundation's EIN?
Charles and Mitch OTA Foundation's EIN (Employer Identification Number) is 46-3255584. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 17, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 12, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Charles and Mitch OTA Foundation funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/charles-and-mitch-ota-foundation-morg_f4cd25a1657e40b8a64e8ccc71cc58cb
BibTeX
@misc{grantable_463255584_2026,
author = {{Grantable}},
title = {{Charles and Mitch OTA Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/charles-and-mitch-ota-foundation-morg_f4cd25a1657e40b8a64e8ccc71cc58cb},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Charles and Mitch OTA Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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