The Makana Aloha Foundation

KAILUA, HI EIN: 20-8877756

The Makana Aloha Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KAILUA, HI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.4M in total assets. In 2024, it awarded 20 grants totaling $224K. Net investment income was $429K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.4M

+1.0% YoY

Annual Giving

$224K

-19.0% YoY

Grant Count

20

+5.3% YoY

Avg Grant Size

$11K

-23.1% YoY

About The Makana Aloha Foundation

Based on IRS filings

The Makana Aloha Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KAILUA, HI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.4M in total assets. In 2024, it awarded 20 grants totaling $224K. Net investment income was $429K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

HaikuHonoluluKahuluiKiheiKulaLahainaLahinaMakawaoOaklandPukalaniPuuenePuuneneWailuku

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$131K$262K$393K$523K2021202220232024
Metric202420232022
Total Assets$5,414,815$5,361,325$5,587,441
Revenue$475,847$231,015$313,066
Expenses$422,357$457,131$395,081
Qualifying Distributions$375,341$410,052$339,440
Net Investment Income$428,831$183,936$258,946
Distributable Amount$370,017$357,422$425,849

Giving Over Time

Total grant dollars and number of grants per year

$0$69K$139K$208K$277K15 grants202113 grants202219 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MAUI ACADEMY OF PERFORMI…$40KLAHAINALUNA HIGH SCHOOL …$21KHUA MOMONA FARMS$20KWHALE TRUST$20KUNIVERSITY OF HAWAII FOU…$17KMAUI PREPARATORY ACADEMY$15KUNIVERSITY OF HAWAII FOU…$11KUNIVERSITY OF HAWAII FOU…$11KMAUI HUILIAU FOUNDATION$10KHAWAIIAN ISLAND LAND TRUST$10K

Grant Size Distribution

67 grants across all recorded years

67<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from The Makana Aloha Foundation

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JAMI LYNN BURKSPRES, SEC, TREAS, EXEC DIR$131K

From 2024 filing

NameTitleHoursCompensation
JAMI LYNN BURKSPRES, SEC, TREAS, EXEC DIR40$131,004
GUNARS E VALKIRSVICE PRESIDENT2.5
JORENE VALKIRSDIRECTOR2.5

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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