Nonprofit · EIN 20-3976090
O & R FOUNDATION INC
Tax-exempt · ROSEVILLE, CA 95661
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $6,758 | $16,243 | -$9,485 | $111,741 | $0 | $111,741 |
| June 30, 2025 | 990-PF | $20,406 | $14,302 | $6,104 | $121,226 | $0 | $121,226 |
| June 30, 2024 | 990-PF | $10,944 | $17,292 | -$6,348 | $115,122 | $0 | $115,122 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $3,727
- Net gain from sales of assets
- $3,031
Expenses
- Grants and similar amounts paid
- $13,500
- Disbursements for charitable purposes
- $13,500
- Excise tax on investment income
- $94
Balance sheet and other
- Total assets, start of year
- $121,226
- Total assets, end of year
- $111,741
- Total liabilities, end of year
- $0
- Net assets, end of year
- $111,741
- Fair market value of assets
- $122,237
- Qualifying distributions
- $13,500
- Net investment income
- $6,758
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard BD Chun 3741 Douglas Blvd Suite 130, Roseville, CA 95661 | President | 1 | $0 |
| Nancy Oppy 3741 Douglas Blvd Suite 130, Roseville, CA 95661 | Secretary/CFO | 1 | $0 |
| Charles K Benn CPA 1508 Eureka Road Suite 235, Roseville, CA 95661 | Treasurer | 1 | $0 |
990-PF for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard BD Chun 3741 Douglas Blvd Suite 130, Roseville, CA 95661 | President | 1 | $0 |
| Nancy Oppy 3741 Douglas Blvd Suite 130, Roseville, CA 95661 | Secretary/CFO | 1 | $0 |
| Charles K Benn CPA 1508 Eureka Road Suite 235, Roseville, CA 95661 | Treasurer | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard BD Chun 3741 Douglas Blvd Suite 130, Roseville, CA 95661 | President | 1 | $0 |
| Nancy Oppy 3741 Douglas Blvd Suite 130, Roseville, CA 95661 | Secretary/CFO | 1 | $0 |
| Charles K Benn CPA 1508 Eureka Road Suite 235, Roseville, CA 95661 | Treasurer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 208 SNOWY EGRET CT, ROSEVILLE, CA 95661-4058
- In care of
- % RICHARD CHUN MD
- Signed the 990-PF
- Richard BD Chun, President
- Phone
- (916) 786-7626
- Return prepared by
- Benn & Leman CPAs Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 20-3976090 or by the name O & R FOUNDATION INC.
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3976090
- 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
- 2007
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $111,741
- Income (IRS master file)
- $38,939
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $6,758 | $16,243 | $111,741 | XML |
| 990-PF | June 2025 | $20,406 | $14,302 | $121,226 | XML |
| 990-PF | June 2024 | $10,944 | $17,292 | $115,122 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 20-3976090).
Questions about O & R FOUNDATION INC
- What is the EIN of O & R FOUNDATION INC?
- The employer identification number (EIN) of O & R FOUNDATION INC is 20-3976090.
- Is O & R FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to O & R FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does O & R FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of O & R FOUNDATION INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did O & R FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of O & R FOUNDATION INC?
- The 990-PF for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does O & R FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $6,758, expenses of $16,243 and total assets of $111,741 at year end.
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