Nonprofit · EIN 94-3268338
OHANA FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $568,237 | $456,534 | $111,703 | $3,568,891 | $0 | $3,568,891 |
| April 30, 2024 | 990-PF | $564,673 | $522,348 | $42,325 | $3,457,188 | $0 | $3,457,188 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Dividends
- $91,296
- Net gain from sales of assets
- $476,941
Expenses
- Grants and similar amounts paid
- $355,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $355,000
- Excise tax on investment income
- $7,858
Balance sheet and other
- Total assets, start of year
- $3,457,188
- Total assets, end of year
- $3,568,891
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,568,891
- Fair market value of assets
- $5,840,831
- Qualifying distributions
- $355,000
- Net investment income
- $568,237
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCIA LUCAS C/O 220 SANSOME STREET STE 500, SAN FRANCISCO, CA 94104 | CHAIR OF THE BOARD | 1 | $0 |
| AMANDA HALLIKAINEN C/O 220 SANSOME STREET STE 500, SAN FRANCISCO, CA 94104 | SECRETARY | 0 | $0 |
| AMY SOPER C/O 220 SANSOME STREET STE 500, SAN FRANCISCO, CA 94104 | TREASURER | 1 | $0 |
990-PF for the year ended April 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCIA LUCAS C/O 220 SANSOME STREET STE 500, SAN FRANCISCO, CA 94104 | CHAIR OF THE BOARD | 1 | $0 |
| AMANDA HALLIKAINEN C/O 220 SANSOME STREET STE 500, SAN FRANCISCO, CA 94104 | SECRETARY | 0 | $0 |
| AMY SOPER C/O 220 SANSOME STREET STE 500, SAN FRANCISCO, CA 94104 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 220 SANSOME ST STE 500, SAN FRANCISCO, CA 94104-2720
- In care of
- % TONG & FONG
- Signed the 990-PF
- MARCIA LUCAS, CHAIR OF BOARD
- Phone
- (415) 982-1492
- Return prepared by
- TONG & FONG CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3268338 or by the name OHANA FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3268338
- 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
- 1997
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $3,568,891
- Income (IRS master file)
- $1,487,567
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $568,237 | $456,534 | $3,568,891 | IRS |
| 990-PF | April 2024 | $564,673 | $522,348 | $3,457,188 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | IRS |
| 990-PF | April 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 94-3268338).
Questions about OHANA FOUNDATION
- What is the EIN of OHANA FOUNDATION?
- The employer identification number (EIN) of OHANA FOUNDATION is 94-3268338.
- Is OHANA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to OHANA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OHANA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OHANA FOUNDATION due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OHANA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of OHANA FOUNDATION?
- The 990-PF for the year ended April 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does OHANA FOUNDATION have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $568,237, expenses of $456,534 and total assets of $3,568,891 at year end.
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All nonprofits in SAN FRANCISCO · California · Philanthropy, voluntarism and grantmaking foundations