Nonprofit · EIN 31-1642776
FINANCE FACTORS FOUNDATION
Tax-exempt · HONOLULU, HI 96813
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $189,950 | $135,876 | $54,074 | $1,579,190 | $0 | $1,579,190 |
| December 31, 2023 | 990-PF | $266,718 | $153,798 | $112,920 | $1,527,632 | $0 | $1,527,632 |
| December 31, 2022 | 990-PF | $97,807 | $167,650 | -$69,843 | $1,415,472 | $0 | $1,415,472 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $55,537
- Interest
- $18
- Net gain from sales of assets
- $69,817
- Other income
- $64,578
Expenses
- Grants and similar amounts paid
- $101,306
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $95,694
- Excise tax on investment income
- $1,508
Balance sheet and other
- Total assets, start of year
- $1,527,632
- Total assets, end of year
- $1,579,190
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,579,190
- Fair market value of assets
- $2,369,197
- Qualifying distributions
- $95,694
- Net investment income
- $125,572
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUSSELL J LAU 1503 UALAKAA PLACE, HONOLULU, HI 96822 | PRESIDENT/DIRECTOR | 0.3 | $0 |
| JEFFREY D LAU 4734 ANALII STREET, HONOLULU, HI 96825 | V.P./DIRECTOR | 0.2 | $0 |
| JENNIFER J LAU 1164 BISHOP STREET STE 1089, HONOLULU, HI 96813 | V.P./DIRECTOR | 0.2 | $0 |
| JEFFREY J ALFANO 1164 BISHOP STREET STE 1089, HONOLULU, HI 96813 | TREASURER | 0.4 | $0 |
| ALANA PEACOTT-RICARDOS 1164 BISHOP STREET STE 1089, HONOLULU, HI 96813 | SECRETARY | 0.2 | $0 |
| PEARL FONG 1565 ALA AMOAMO STREET, HONOLULU, HI 96819 | DIRECTOR | 0.2 | $0 |
| JENNIFER CHAPMAN 91-1036 KAUOHA STREET, EWA BEACH, HI 96706 | DIRECTOR | 0.2 | $0 |
| DALE FONG 1446-C ALEWA DRIVE, HONOLULU, HI 96817 | DIRECTOR | 0.2 | $0 |
| VICKI LAU 1164 BISHOP STREET STE 1089, HONOLULU, HI 96813 | DIRECTOR | 0.2 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUSSELL J LAU 1503 UALAKAA PLACE, HONOLULU, HI 96822 | PRESIDENT/DIRECTOR | 0.3 | $0 |
| VICKI LAU 1164 BISHOP STREET STE 1089, HONOLULU, HI 96813 | DIRECTOR | 0.2 | $0 |
| JEFFREY D LAU 4734 ANALII STREET, HONOLULU, HI 96825 | V.P./DIRECTOR | 0.2 | $0 |
| DALE FONG 1446-C ALEWA DRIVE, HONOLULU, HI 96817 | DIRECTOR | 0.2 | $0 |
| JENNIFER CHAPMAN 91-1036 KAUOHA STREET, EWA BEACH, HI 96706 | DIRECTOR | 0.2 | $0 |
| PEARL FONG 1565 ALA AMOAMO STREET, HONOLULU, HI 96819 | DIRECTOR | 0.2 | $0 |
| ALANA PEACOTT RICARDOS 1164 BISHOP STREET STE 1089, HONOLULU, HI 96813 | SECRETARY | 0.2 | $0 |
| NATASHA LEE 1164 BISHOP STREET STE 1089, HONOLULU, HI 96813 | TREASURER | 0.4 | $0 |
| KRISTI MAYNARD 1164 BISHOP STREET STE 1089, HONOLULU, HI 96813 | TREASURER | 0.4 | $0 |
990-PF for the year ended December 31, 2022: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUSSELL J LAU 1503 UALAKAA PLACE, HONOLULU, HI 96822 | PRESIDENT/DI | 0.3 | $0 |
| VICKI LAU 1164 BISHOP STREET STE 1089, HONOLULU, HI 96813 | DIRECTOR | 0.2 | $0 |
| JEFFREY D LAU 4734 ANALII STREET, HONOLULU, HI 96825 | V.P./DIR. | 0.2 | $0 |
| DALE FONG 1446-C ALEWA DRIVE, HONOLULU, HI 96817 | DIRECTOR | 0.2 | $0 |
| JENNIFER CHAPMAN 91-1036 KAUOHA STREET, EWA BEACH, HI 96706 | DIRECTOR | 0.2 | $0 |
| PEARL FONG 1565 ALA AMOAMO STREET, HONOLULU, HI 96819 | DIRECTOR | 0.2 | $0 |
| ALANA PEACOTT RICARDOS 1164 BISHOP STREET STE 1089, HONOLULU, HI 96813 | SECRETARY | 0.2 | $0 |
| NATASHA LEE 1164 BISHOP STREET SUITE 1089, HONOLULU, HI 96813 | TREASURER | 0.4 | $0 |
Address and contacts
- Address (IRS master file)
- 1164 BISHOP ST STE 1089, HONOLULU, HI 96813-2899
- In care of
- % RUSSELL J LAU
- Signed the 990-PF
- JEFFREY J ALFANO, TREASURER
- Phone
- (808) 548-3393
- Return prepared by
- CROWE LLP
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 | Not 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
- 31-1642776
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,579,190
- Income (IRS master file)
- $243,310
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $189,950 | $135,876 | $1,579,190 | XML |
| 990-PF | December 2023 | $266,718 | $153,798 | $1,527,632 | XML |
| 990-PF | December 2022 | $97,807 | $167,650 | $1,415,472 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 31-1642776).
Questions about FINANCE FACTORS FOUNDATION
- What is the EIN of FINANCE FACTORS FOUNDATION?
- The employer identification number (EIN) of FINANCE FACTORS FOUNDATION is 31-1642776.
- Is FINANCE FACTORS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to FINANCE FACTORS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FINANCE FACTORS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FINANCE FACTORS FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINANCE FACTORS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of FINANCE FACTORS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does FINANCE FACTORS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $189,950, expenses of $135,876 and total assets of $1,579,190 at year end.
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