Hana Maui Trust
Hana Maui Trust is a private foundation, based in Hana, HI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 3 grants totaling $63K. Net investment income was $54K.
Hana Maui Trust at a glance
In short: Hana Maui Trust gave $63K across 3 grants in 2025 (avg $21K), mostly in Hawaii. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $62,800
- -1.2% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $20,933
- -1.2% vs 2024
- Median grant
- $13,000
- Total assets
- $1,007,844
- -0.9% vs 2024
- Primary geography
- Hawaii (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Hana Maui Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Community ($47K). Together the top 3 received $63K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 14 grants of 14 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Hana Maui Trust gives
- Giving held roughly steady from 2022 to 2025 (−17%). 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
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $47K (2020) to $75K (2022). In 2025 it made 3 grants totaling $63K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Hana, HI | Volleyball tournament/clubs, hanaside news, limu festival, holiday program, hana arts program support, hana canoe club support, kahana garden repairs, r&m for papapala hoomau, merrie monarch trip, keep hana clean, wrestling, public radio, hana hub property, kapuna lawn care program, and senior center art program. | $47,300 |
| Educationschool Hana, HI | To Assist Students with Scholarships for College. | $13,000 |
| Healthmedical Hana, HI | To Pay for Medical Expenses. | $2,500 |
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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 | $1,007,844 | $66,766 | $75,012 | $62,800 | 3 | $62,800 | $53,882 | $68,055 |
| 2024 | $1,017,465 | $87,400 | $73,867 | $63,592 | 3 | $63,592 | $76,937 | $63,162 |
| 2023 | $1,006,015 | $64,603 | $58,055 | $48,275 | 2 | $48,275 | $54,900 | $58,022 |
| 2022 | $999,987 | $46,480 | $85,828 | $75,300 | 3 | $75,300 | $37,296 | $59,515 |
| 2021 | $1,039,992 | $55,434 | $63,897 | $53,552 | 3 | $53,552 | $43,409 | $67,925 |
| 2020 | $1,049,141 | $56,686 | $56,401 | $46,920 | 3 | — | $43,670 | $56,643 |
Under IRS private-foundation payout rules, Hana Maui Trust reported a distributable amount of $68K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Hana Maui Trust's 2025 filing lists 6 officers; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Valorey Ng
Trustee
On filings since 2020
No compensation reported
Claire Carroll
Secretary & Director
New on the 2025 filing
No compensation reported
Grant Senner
Treasurer
On filings since 2020
No compensation reported
Robert Carroll
Officer
Trustee → President, 2021
President → Officer, 2025
On filings since 2020
No compensation reported
Neil Hasegawa
Vice President
Trustee → Vice President, 2025
On filings since 2021
No compensation reported
Maleka Cook
Secretary
New on the 2025 filing
No compensation reported
Former officers (4)
- Former: Dan Omer (2020–2024) — Trustee
- Former: Myrna Costello (2020–2024) — Secretary
- Former: Patricia Eason (2020–2024) — Trustee
- Former: Jeanne Pechin (2020) — Vice President
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 Hana Maui Trust
How much does Hana Maui Trust give each year?
Hana Maui Trust gave $63K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $64K across 3 grants.
What is Hana Maui Trust's typical grant size?
Hana Maui Trust's median grant in 2025 was $13,000, and its average grant was $20,933, across 3 grants on its 2025 IRS Form 990-PF.
Where does Hana Maui Trust give grants?
Hana Maui Trust gives mostly in Hawaii: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Hana, HI (3 grants).
Does Hana Maui Trust give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Hana Maui Trust's 2025 IRS Form 990-PF were described as general or operating support.
How large is Hana Maui Trust?
Hana Maui Trust reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $63K in qualifying distributions that year, against a required minimum of $68K (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 is Hana Maui Trust's EIN?
Hana Maui Trust's EIN (Employer Identification Number) is 99-6011303. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 1, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
Live grants for the work Hana Maui Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Hana Maui Trust's focus areas in our free grants database
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