Nonprofit · EIN 99-6009140
JAMES AND JUANITA C WO FOUNDATION
Tax-exempt · MILILANI, HI 96789
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $219,771 | $308,222 | -$88,451 | $3,090,145 | $0 | $3,090,145 |
| May 31, 2024 | 990-PF | $106,374 | $274,943 | -$168,569 | $3,178,596 | $0 | $3,178,596 |
| May 31, 2023 | 990-PF | $2,305,319 | $242,885 | $2,062,434 | $3,347,165 | $0 | $3,347,165 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $90,455
- Interest
- $35,777
- Net gain from sales of assets
- $93,539
Expenses
- Grants and similar amounts paid
- $269,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $269,500
- Excise tax on investment income
- $2,964
Balance sheet and other
- Total assets, start of year
- $3,178,596
- Total assets, end of year
- $3,090,145
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,090,145
- Fair market value of assets
- $5,287,859
- Qualifying distributions
- $269,500
- Net investment income
- $219,771
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD C WO PO BOX 893134, MILILANI, HI 96789 | PRESIDENT/SECRETARY | 0.25 | $0 |
| EDMUND NAKANO PO BOX 893134, MILILANI, HI 96789 | VICE PRESIDENT/TREASURER | 0.25 | $0 |
| JULIA C WO PO BOX 893134, MILILANI, HI 96789 | DIRECTOR | 0.25 | $0 |
| CRAIG SCOTT WO 702 S BERETANIA ST, HONOLULU, HI 96813 | CHAIRMAN | 0.25 | $0 |
990-PF for the year ended May 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD C WO PO BOX 893134, MILILANI, HI 96789 | PRESIDENT/SECRETARY | 0.25 | $0 |
| EDMUND NAKANO PO BOX 893134, MILILANI, HI 96789 | VICE PRESIDENT/TREASURER | 0.25 | $0 |
| JULIA C WO PO BOX 893134, MILILANI, HI 96789 | DIRECTOR | 0.25 | $0 |
| CRAIG SCOTT WO 702 S BERETANIA ST, HONOLULU, HI 96813 | CHAIRMAN | 0.25 | $0 |
990-PF for the year ended May 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD C WO PO BOX 893134, MILILANI, HI 96789 | PRESIDENT/SECRETARY | 0.25 | $0 |
| EDMUND NAKANO PO BOX 893134, MILILANI, HI 96789 | VICE PRESIDENT/TREASURER | 0.25 | $0 |
| JULIA C WO PO BOX 893134, MILILANI, HI 96789 | DIRECTOR | 0.25 | $0 |
| CRAIG SCOTT WO 702 S BERETANIA ST, HONOLULU, HI 96813 | CHAIRMAN | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 893134, MILILANI, HI 96789-0134
- Signed the 990-PF
- CRAIG SCOTT WO, CHAIRMAN
- Phone
- (808) 306-7793
- Return prepared by
- ACCUITY ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 99-6009140
- 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
- 1962
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,090,145
- Income (IRS master file)
- $1,522,159
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $219,771 | $308,222 | $3,090,145 | XML |
| 990-T | May 2025 | – | – | – | IRS |
| 990-PF | May 2024 | $106,374 | $274,943 | $3,178,596 | XML |
| 990-T | May 2024 | – | – | – | IRS |
| 990-PF | May 2023 | $2,305,319 | $242,885 | $3,347,165 | XML |
| 990-T | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-T | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-T | May 2021 | – | – | – | IRS |
| 990-PF | May 2020 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | IRS |
| 990-PF | May 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 99-6009140).
Questions about JAMES AND JUANITA C WO FOUNDATION
- What is the EIN of JAMES AND JUANITA C WO FOUNDATION?
- The employer identification number (EIN) of JAMES AND JUANITA C WO FOUNDATION is 99-6009140.
- Is JAMES AND JUANITA C WO FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to JAMES AND JUANITA C WO FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES AND JUANITA C WO FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES AND JUANITA C WO FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES AND JUANITA C WO FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of JAMES AND JUANITA C WO FOUNDATION?
- The 990-PF for the year ended May 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does JAMES AND JUANITA C WO FOUNDATION have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $219,771, expenses of $308,222 and total assets of $3,090,145 at year end.
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