Nonprofit · EIN 46-1239795
HOA & LIU FAMILY FOUNDATION
Tax-exempt · SARATOGA, CA 95070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $136,256 | $63,663 | $72,593 | $741,258 | $2,217 | $739,041 |
| September 30, 2024 | 990-PF | $125,943 | $54,568 | $71,375 | $668,166 | $1,718 | $666,448 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $13,875
- Dividends
- $22,041
- Net gain from sales of assets
- $100,340
Expenses
- Grants and similar amounts paid
- $14,917
- Disbursements for charitable purposes
- $61,280
- Excise tax on investment income
- $1,701
Balance sheet and other
- Total assets, start of year
- $668,166
- Total assets, end of year
- $741,258
- Total liabilities, end of year
- $2,217
- Net assets, end of year
- $739,041
- Fair market value of assets
- $1,463,605
- Qualifying distributions
- $68,465
- Net investment income
- $122,381
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAI-LING LIU 20061 WINTER LN, SARATOGA, CA 95070 | President & CEO | 3 | $0 |
| YUNG-SHENG HOA 20061 WINTER LN, SARATOGA, CA 95070 | CFO | 3 | $0 |
| EVELYN HOA 20061 WINTER LN, SARATOGA, CA 95070 | Secretary | 1 | $0 |
| CAROLYN HOA 20061 WINTER LN, SARATOGA, CA 95070 | Director | 1 | $0 |
990-PF for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAI-LING LIU 20061 WINTER LN, SARATOGA, CA 95070 | President & CEO | 3 | $0 |
| YUNG-SHENG HOA 20061 WINTER LN, SARATOGA, CA 95070 | CFO | 3 | $0 |
| EVELYN HOA 20061 WINTER LN, SARATOGA, CA 95070 | Secretary | 1 | $0 |
| CAROLYN HOA 20061 WINTER LN, SARATOGA, CA 95070 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 20061 WINTER LN, SARATOGA, CA 95070-4361
- In care of
- % PAI-LING LIU
- Signed the 990-PF
- PAI-LING LIU, President & CEO
- Phone
- (408) 829-1722
- Return prepared by
- ABEST TAX SERVICES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 46-1239795 or by the name HOA & LIU FAMILY 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 46-1239795
- 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
- 2013
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $741,258
- Income (IRS master file)
- $1,052,005
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $136,256 | $63,663 | $741,258 | XML |
| 990-PF | September 2024 | $125,943 | $54,568 | $668,166 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | 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 46-1239795).
Questions about HOA & LIU FAMILY FOUNDATION
- What is the EIN of HOA & LIU FAMILY FOUNDATION?
- The employer identification number (EIN) of HOA & LIU FAMILY FOUNDATION is 46-1239795.
- Is HOA & LIU FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to HOA & LIU FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HOA & LIU FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOA & LIU FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOA & LIU FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of HOA & LIU FAMILY FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HOA & LIU FAMILY FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $136,256, expenses of $63,663 and total assets of $741,258 at year end.
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All nonprofits in SARATOGA · California · Philanthropy, voluntarism and grantmaking foundations