Nonprofit · EIN 13-3033449
SOGI FOUNDATION
Tax-exempt · HOLUALOA, HI 96725
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $38,824 | $19,760 | $19,064 | $465,988 | $0 | $465,988 |
| December 31, 2024 | 990-PF | $25,853 | $18,343 | $7,510 | $446,534 | $0 | $446,534 |
| December 31, 2023 | 990-PF (amended) | $24,505 | $23,336 | $1,169 | $439,024 | $0 | $439,024 |
| December 31, 2022 | 990-PF (amended) | $34,174 | $19,030 | $15,144 | $421,047 | $0 | $421,047 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $13,151
- Interest
- $3,039
- Net gain from sales of assets
- $22,634
Expenses
- Grants and similar amounts paid
- $14,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $19,760
- Excise tax on investment income
- $540
Balance sheet and other
- Total assets, start of year
- $446,924
- Total assets, end of year
- $465,988
- Total liabilities, end of year
- $0
- Net assets, end of year
- $465,988
- Fair market value of assets
- $466,208
- Qualifying distributions
- $19,760
- Net investment income
- $38,824
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jun James Sogi 77 6292 Mamalahoa Hwy, Holualoa, HI 96725 | Trustee | 1 | $0 |
| Kenneth Sogi 1730 Poet Abbey, Newport Beach, CA 92660 | Trustee | 0 | $0 |
| Kimberly Sogi 1793 Rose St, Berkeley, CA 94703 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jun James Sogi 77 6292 Mamalahoa Hwy, Holualoa, HI 96725 | Trustee | 1 | $0 |
| Kenneth Sogi 16860 Livorno St, Pacific Palisades, CA 90272 | Trustee | 0 | $0 |
| Kimberly Sogi 1793 Rose St, Berkeley, CA 94703 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jun James Sogi 77 6292 Mamalahoa Hwy, Holualoa, HI 96725 | Trustee | 1 | $0 |
| Kenneth Sogi 16860 Livorno St, Pacific Palisades, CA 90272 | Trustee | 0 | $0 |
| Kimberly Sogi 1793 Rose St, Berkeley, CA 94703 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jun James Sogi 77 6292 Mamalahoa Hwy, Holualoa, HI 96725 | Trustee | 1 | $0 |
| Kenneth Sogi 16860 Livorno St, Pacific Palisades, CA 90272 | Trustee | 0 | $0 |
| Kimberly Sogi 1793 Rose St, Berkeley, CA 94703 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 77-6292 MAMALAHOA HWY, HOLUALOA, HI 96725-9724
- In care of
- % JAMES SOGI
- Signed the 990-PF
- James Sogi, Trustee
- Phone
- (808) 329-5673
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3033449
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1980
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $465,988
- Income (IRS master file)
- $38,824
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $38,824 | $19,760 | $465,988 | XML |
| 990-PF | December 2024 | $25,853 | $18,343 | $446,534 | IRS |
| 990-PF | December 2023 | $24,505 | $23,336 | $439,024 | XML |
| 990-PF | December 2022 | $34,174 | $19,030 | $421,047 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3033449).
Questions about SOGI FOUNDATION
- What is the EIN of SOGI FOUNDATION?
- The employer identification number (EIN) of SOGI FOUNDATION is 13-3033449.
- Is SOGI FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to SOGI FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SOGI FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SOGI FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOGI FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SOGI FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SOGI FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $38,824, expenses of $19,760 and total assets of $465,988 at year end.
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