Nonprofit · EIN 33-0955371
SHANNON & AMY KO FOUNDATION
Tax-exempt · CHAPPELL HILL, TX 77426
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $463,015 | $365,011 | $98,004 | $12,080,014 | $9,541 | $12,070,473 |
| December 31, 2023 | 990-PF (amended) | $271,593 | $291,875 | -$20,282 | $11,983,805 | $11,336 | $11,972,469 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $336,545
- Interest
- $3
- Net gain from sales of assets
- $97,148
- Other income
- $29,319
Expenses
- Grants and similar amounts paid
- $127,000
- Salaries, compensation and benefits (total)
- $50,000
- Disbursements for charitable purposes
- $188,251
- Excise tax on investment income
- $3,623
Balance sheet and other
- Total assets, start of year
- $11,983,805
- Total assets, end of year
- $12,080,014
- Total liabilities, end of year
- $9,541
- Net assets, end of year
- $12,070,473
- Fair market value of assets
- $12,446,067
- Qualifying distributions
- $188,251
- Net investment income
- $433,696
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 |
|---|---|---|---|
| Shannon J S Ko P O Box 150, Chappell Hill, TX 77426 | Trustee | 0 | $0 |
| Amy FM Ko P O Box 150, Chappell Hill, TX 77426 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shannon J S Ko 25622 Rapid Falls Raod, Laguna Hills, CA 92653 | Trustee | 0 | $0 |
| Amy FM Ko 25622 Rapid Falls Raod, Laguna Hills, CA 92653 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 150, CHAPPELL HILL, TX 77426-0150
- In care of
- % AMY F M KO
- Signed the 990-PF
- Amy FM Ko, Trustee
- Phone
- (949) 295-3058
- Return prepared by
- C Jim Chen Accountancy Corp
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
- 33-0955371
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $12,080,014
- Income (IRS master file)
- $2,612,480
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $463,015 | $365,011 | $12,080,014 | IRS |
| 990-PF | December 2023 | $271,593 | $291,875 | $11,983,805 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 33-0955371).
Questions about SHANNON & AMY KO FOUNDATION
- What is the EIN of SHANNON & AMY KO FOUNDATION?
- The employer identification number (EIN) of SHANNON & AMY KO FOUNDATION is 33-0955371.
- Is SHANNON & AMY KO FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to SHANNON & AMY KO FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does SHANNON & AMY KO FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHANNON & AMY KO 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 SHANNON & AMY KO 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 SHANNON & AMY KO FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does SHANNON & AMY KO FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $463,015, expenses of $365,011 and total assets of $12,080,014 at year end.
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