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Rotary District 5000 Foundation

Tax-deductible

Honolulu, HI501(c)(3)Since 1998EducationEIN 99-0339185Revenue $311K in FY2026

On file with the IRSrotaryd5000foundation.orgPo Box 2784, 96803-2784 · Honolulu, HITax-exempt since Jun 1999Publicly supported charity — 170(b)(1)(A)(vi)

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Youth education, community welfare and support.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2026 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2026
latest Form 990
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 7
filings with a surplus
Average surplus $22K a year · 3% of revenue · last 7 filings
Worth a look: a surplus in 4 of the last 7 filings.
Pt I · Ln 19 · 7 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
11 mo
of spending, in cash
Looks good: 10.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $22K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$311K
-12% vs prior year
Spent
$697K
To programs
99%
Net assets
$621K
By yearFY2020–FY2026
Revenue
$311K
FY2026▼ -12%
Tap a bar for its year
Revenue by fiscal year
FY2020$172K
FY2021$369K
FY2022$203K
FY2023$249K
FY2024$3.3M
FY2025$355K
FY2026$311K
Expenses
$697K
FY2026▼ -64%
Tap a bar for its year
Expenses by fiscal year
FY2020$388K
FY2021$325K
FY2022$135K
FY2023$202K
FY2024$1.1M
FY2025$1.9M
FY2026$697K
Net assets
$621K
FY2026▼ -38%
Tap a bar for its year
Net assets by fiscal year
FY2020$252K
FY2021$296K
FY2022$364K
FY2023$411K
FY2024$2.6M
FY2025$1.0M
FY2026$621K

From the FY2026 Form 990 (year ending June 2026) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in Jun 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $688K Management & general 1% · $9K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2025); the FY2026 filing did not itemize Part VII
Dave Hamil
President
$0Pt VII · Sec A
Sandy Matsui
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Sharon Amano
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Tom Lodico
Director
$0Pt VII · Sec A
Mary Albitz
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Rotary District 5000 Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Empowers youth through education and community support programs.

Questions for Rotary District 5000 Foundation

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Provided by the organization

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3 programs · $688K · in their own filed words · FY2025
01

Contributions to community welfare programs, primarily Maui Wild Fire relief and support.

$576Kprogram expense
02

Community park renovations

$89Kprogram expense
03

Private scholarships for education.

$23Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Cooke Foundation LimitedFY2024$20K
Central Pacific Bank FoundationFY2024$2K
Total grants receivedfrom 2 funders$22K
Grants paid · 84 grants · $3.8M · 2019–2025
Lahaina Community Land TrustFY2025$150,000
Individual RecipientFY2025$103,000
Individual RecipientFY2025$57,250
Individual RecipientFY2025$44,000
Teran James Young FoundationFY2025$40,000
Individual RecipientFY2025$30,000
Maui Academy of Performing ArtsFY2025$27,900
Maui Nui Marine Resource CouncilFY2025$26,000
Maui Prepatory AcademyFY2025$24,080
Individual RecipientFY2025$23,424
Unitemized GrantFY2025$23,075
Sacred Hearts SchoolFY2025$15,000
Individual RecipientFY2025$15,000
The Rotary FoundationFY2025$10,587
Maui Humane SocietyFY2025$10,000
Lahainaluna Hs FoundationFY2025$5,000
Angel Hands of Love MauiFY2025$5,000
Aloha Ranch INCHI · FY2024$326,760
See all 84 grants →

By the numbers

The FY2026 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$311K
Ln 12
Gifts and grantsLn 1h$298K
Investment incomeLn 3$13K
Money outPt IX
$697K
Ln 25
Programscol B$688K
Managementcol C$9K
Owns and owesPt X
$621K
net assets · Ln 32
Cash and savingsLn 1–2$621K
Total assetsLn 16$621K
LiabilitiesLn 26$0
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$298K
Investment incomeLn 3$13K
Total revenueLn 12$311K
Assets in detailPt X, end of year
CashLn 1$244K
SavingsLn 2$376K
Cash and savings togetherLn 1–2$621K
Total assetsLn 16$621K
LiabilitiesLn 26$0
Net assetsLn 32$621K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY26End FY26
Cash and savingsLn 1–2$1.0M$621K
Total assetsLn 16$1.0M$621K
LiabilitiesLn 26$0$0
Net assetsLn 32$1.0M$621K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$576K$576K
Grants to domestic individualsLn 2$23K$23K
Legal feesLn 11b$252$252
Accounting feesLn 11c$8K$8K
Office expensesLn 13$2K$2K
Other expenses (24a–d)Ln 24$89K$89K
Total functional expensesLn 25$697K$688K$9K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest Viewing $311K$697K−$386K$621K 990 PDF
FY2025 $355K$1.9M−$1.6M$1.0M 990 PDF
FY2024 $3.3M$1.1M$2.2M$2.6M 990 PDF
FY2023 $249K$202K$48K$411K 990 PDF
FY2022 $203K$135K$68K$364K 990 PDF
FY2021 $369K$325K$43K$296K 990 PDF
FY2020 $172K$388K−$216K$252K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2026 990 (6 parts)
Part I · Summary $311,431 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $291,372$298,463
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $63,736$12,968
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $355,108$311,431
I-13 Grants and similar amounts paidPrior year $1,839,992$598,814
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $105,336$98,274
I-18 Total expensesPrior year $1,945,328$697,088
I-19 Revenue less expensesPrior year −$1,590,220−$385,657
Part VI · Governance 9 of 9 board members independent, 4 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $311,431 across 4 lines filed
VIII-1f All other contributions, gifts and grants$298,463
VIII-1h Total contributions, gifts and grants$298,463
VIII-3 Investment incomeExcluded from tax $12,968$12,968
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $12,968$311,431
Part IX · Statement of functional expenses $697,088 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $575,739$575,739
IX-2 Grants to domestic individualsPrograms $23,075$23,075
IX-11b Legal feesManagement $252$252
IX-11c Accounting feesManagement $7,681$7,681
IX-13 Office expensesManagement $1,542$1,542
IX-24 Other expenses (24a–d)Programs $88,799$88,799
IX-25 Total functional expensesPrograms $687,613 · Management $9,475 · Fundraising $0$697,088
Part X · Balance sheet $620,686 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $642,908$244,282
X-2 Savings and temporary cash investmentsStart of year $363,435$376,404
X-16 Total assetsStart of year $1,006,343$620,686
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $1,006,343$620,686
X-33 Total liabilities and net assetsStart of year $1,006,343$620,686
Part XI · Reconciliation of net assets $620,686 net assets at year end
XI-1 Total revenue$311,431
XI-2 Total expenses$697,088
XI-3 Revenue less expenses−$385,657
XI-4 Net assets at start of year$1,006,343
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$620,686

Form 990 e-file (XML) FY2026 from the IRS · Classification, formation year and address from the IRS Business Master File

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