Nonprofit · EIN 20-4074178
O HAGAN FAMILY FOUNDATION
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $13,520,889 | $261,915 | $13,258,974 | $12,160,871 | $0 | $12,160,871 |
| November 30, 2024 | 990-PF | $44,771 | $87,880 | -$43,109 | $345,588 | $0 | $345,588 |
| November 30, 2023 | 990-PF | $27,751 | $55,059 | -$27,308 | $389,150 | $0 | $389,150 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $12,101,362
- Dividends
- $197,590
- Net gain from sales of assets
- $1,221,937
Expenses
- Grants and similar amounts paid
- $209,228
- Compensation of officers, directors and key employees
- $49,073
- Disbursements for charitable purposes
- $229,456
- Excise tax on investment income
- $19,279
Balance sheet and other
- Total assets, start of year
- $345,588
- Total assets, end of year
- $12,160,871
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,160,871
- Fair market value of assets
- $14,373,815
- Qualifying distributions
- $229,456
- Net investment income
- $1,418,584
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $49,073 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $4,116 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $4,433 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % MERRIL LYNCH TRUST COMPANY FSB
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-4074178
- 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
- 2006
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $12,160,871
- Income (IRS master file)
- $21,543,710
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $13,520,889 | $261,915 | $12,160,871 | XML |
| 990-PF | November 2024 | $44,771 | $87,880 | $345,588 | XML |
| 990-PF | November 2023 | $27,751 | $55,059 | $389,150 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 20-4074178).
Questions about O HAGAN FAMILY FOUNDATION
- What is the EIN of O HAGAN FAMILY FOUNDATION?
- The employer identification number (EIN) of O HAGAN FAMILY FOUNDATION is 20-4074178.
- Is O HAGAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to O HAGAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does O HAGAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of O HAGAN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did O HAGAN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of O HAGAN FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $49,073 (BANK OF AMERICA, TRUSTEE).
- How much revenue does O HAGAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $13,520,889, expenses of $261,915 and total assets of $12,160,871 at year end.
Other nonprofits in PENNINGTON
- FOUREVERGREEN FOUNDATION INC EIN 82-3184119 · last filed 990-PF for 2025
- SHARON MATES FAMILY FOUNDATION EIN 33-4167852 · last filed 990-PF for 2025
- DELAWARE ATLANTIS FOUNDATION EIN 27-6372427 · last filed 990-PF for 2025
- ERIC AND SIMONE LANG FOUNDATION EIN 30-6601935 · last filed 990-PF for 2025
- JOHN C LASKO FOUNDATION TR EIN 27-6173297 · last filed 990-PF for 2024
- WILLIAM E CHATLOS FOUNDATION EIN 30-6529677 · last filed 990-PF for 2025
- JOHN AND POLLY SPARKS FOUNDATION EIN 27-2992779 · last filed 990-PF for 2025
- THE PAUL & SHELIA SCHLOSBERG EIN 75-2892724 · last filed 990-PF for 2025
All nonprofits in PENNINGTON · New Jersey · Philanthropy, voluntarism and grantmaking foundations