Hawaii · Nonprofit
HAWAII TAX INSTITUTE FOUNDATION
HAWAII TAX INSTITUTE FOUNDATION (Hawaii) receives grants from 2 organizations whose IRS filings report $15,000 to it, the largest being John and Ursula Kanel Charitable Foundation co Alan T Yoshitake ($10,000). 1 of them have funded it in more than one year.
- Revenue FY2024
- $834k
- Funders on record
- 2
- Grants received
- $15k
- Net assets
- $467k
What Hawaii Tax Institute Foundation does
Mission
The primary purpose of Hawaii Tax Institute Foundation is to advance education and serve charitable purposes by conducting various programs to foster and improve education of accountants, attorneys, fiduciaries, financial advisors, and other tax professionals.
As stated on its FY2024 Form 990.
Program
The primary activity of the Hawaii Tax Institute Foundation ("htif") is to present the hawaii tax institute to accountants, attorneys, fiduciaries, financial advisors, and other tax professionals. The institute consists of five days of lectures, seminars, panel discussions, and workshops by locally and nationally known experts in tax planning. The hawaii tax institute is open to the public. In 2024, in furtherance of its purpose, htif presented the 61st annual hawaii tax institute on november 3 through november 7. One hundred nighty-eight speakers from the united states, japan, and china made presentations in the areas of estate and gift planning, income tax planning, and business planning. One thousand one hundred thirty-five people from the united states, japan, and china attended the institute. Continuing education credit was provided to attorneys, accountants, certified financial planners, and chartered life underwriters.
$574,497 spent$834,011 earned by the program100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $574,497.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $127k to $423k (+232%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
0% of HAWAII TAX INSTITUTE FOUNDATION’s revenue is contributions — more earned-revenue than three-quarters of its peers (84% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2018 → 2021: the base held at 1 funder, grant income rose $3k → $10k.
From the IRS filings of HAWAII TAX INSTITUTE FOUNDATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
HAWAII TAX INSTITUTE FOUNDATION leans on a few funders — its largest provides 67% of grant income and the top three 100%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
Largest funder’s share by year: 2018 100% · 2019 100% · 2021 100% — broadly stable.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
HAWAII TAX INSTITUTE FOUNDATION draws 100% of its grant income from funders outside Hawaii, across 1 state in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
HAWAII TAX INSTITUTE FOUNDATION runs a healthier operating margin than three-quarters of the 3,130 public benefit nonprofits its size.
this organization peer median middle 50% of peers· 3,130 public benefit nonprofits $100k–$1M, FY2024
Organizations like HAWAII TAX INSTITUTE FOUNDATION
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Hawaii
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
100% of spending goes to programs.
Governance
Public support
100%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for HAWAII TAX INSTITUTE FOUNDATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds HAWAII TAX INSTITUTE FOUNDATION?
- HAWAII TAX INSTITUTE FOUNDATION (Hawaii) receives grants from 2 organizations whose IRS filings report $15,000 to it, the largest being John and Ursula Kanel Charitable Foundation co Alan T Yoshitake ($10,000). 1 of them have funded it in more than one year.
- How many funders does HAWAII TAX INSTITUTE FOUNDATION have?
- IRS filings report 2 organizations giving $15,000 in grants to HAWAII TAX INSTITUTE FOUNDATION, 1 of which have funded it in more than one year.
- Who is the largest funder of HAWAII TAX INSTITUTE FOUNDATION?
- John and Ursula Kanel Charitable Foundation co Alan T Yoshitake is the largest funder on record, with $10,000 in grants. The full list of funders is on this page.
- How can an organization like HAWAII TAX INSTITUTE FOUNDATION find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Hawaii. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Hawaii Tax Institute →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 2 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing