Nonprofit · EIN 73-1671840
DR ALVIN & MONICA SAAKE FOUNDATION
Also known as KOZA BART
Tax-exempt · HONOLULU, HI 96824
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $204,860 | $279,443 | -$74,583 | $2,227,216 | $0 | $2,227,216 |
| December 31, 2024 | 990-PF | $291,747 | $255,600 | $36,147 | $2,301,799 | $0 | $2,301,799 |
| December 31, 2023 | 990-PF | -$167,011 | $196,722 | -$363,733 | $2,265,652 | $0 | $2,265,652 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $48,601
- Interest
- $8,142
- Net gain from sales of assets
- $148,117
Expenses
- Grants and similar amounts paid
- $200,000
- Compensation of officers, directors and key employees
- $43,200
- Disbursements for charitable purposes
- $225,920
- Excise tax on investment income
- $2,104
Balance sheet and other
- Total assets, start of year
- $2,301,799
- Total assets, end of year
- $2,227,216
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,227,216
- Fair market value of assets
- $2,227,216
- Qualifying distributions
- $225,920
- Net investment income
- $204,860
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BART M KOZA PO BOX 240908, HONOLULU, HI 96824 | PRESIDENT | 1 | $14,400 |
| KELVIN SHOJI PO BOX 22633, HONOLULU, HI 96823 | VICE-PRESIDE | 1 | $14,400 |
| ERIC M OKASAKI 2839 BOOTH RD, HONOLULU, HI 96813 | SECRETARY | 1 | $14,400 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BART M KOZA PO BOX 240908, HONOLULU, HI 96824 | PRESIDENT | 1 | $14,400 |
| KELVIN SHOJI PO BOX 22633, HONOLULU, HI 96823 | VICE-PRESIDE | 1 | $14,400 |
| ERIC M OKASAKI 2839 BOOTH RD, HONOLULU, HI 96813 | SECRETARY | 1 | $7,200 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR Y SHIDA 1611 KUHILANI ST, HONOLULU, HI 96821 | PRESIDENT/TR | 1 | $14,400 |
| BART M KOZA PO BOX 240908, HONOLULU, HI 96824 | VICE-PRESIDE | 1 | $14,400 |
| KELVIN SHOJI PO BOX 22633, HONOLULU, HI 96823 | SECRETARY | 1 | $14,400 |
Address and contacts
- Address (IRS master file)
- PO BOX 240908, HONOLULU, HI 96824-0908
- In care of
- % BART M KOZA
- Signed the 990-PF
- BART M KOZA, PRESIDENT
- Phone
- (808) 638-3987
- Return prepared by
- TATSUGUCHI CPA 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 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 | 990-PF 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
- 73-1671840
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,227,216
- Income (IRS master file)
- $2,568,737
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $204,860 | $279,443 | $2,227,216 | IRS |
| 990-PF | December 2024 | $291,747 | $255,600 | $2,301,799 | IRS |
| 990-PF | December 2023 | -$167,011 | $196,722 | $2,265,652 | 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 73-1671840).
Questions about DR ALVIN & MONICA SAAKE FOUNDATION
- What is the EIN of DR ALVIN & MONICA SAAKE FOUNDATION?
- The employer identification number (EIN) of DR ALVIN & MONICA SAAKE FOUNDATION is 73-1671840.
- Is DR ALVIN & MONICA SAAKE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to DR ALVIN & MONICA SAAKE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DR ALVIN & MONICA SAAKE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DR ALVIN & MONICA SAAKE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DR ALVIN & MONICA SAAKE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of DR ALVIN & MONICA SAAKE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $14,400 (BART M KOZA, PRESIDENT).
- How much revenue does DR ALVIN & MONICA SAAKE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $204,860, expenses of $279,443 and total assets of $2,227,216 at year end.
Other nonprofits in HONOLULU
- HAWAII COMMUNITY FOUNDATION EIN 99-0261283 · last filed 990 for 2024
- ALOHA UNITED WAY INC EIN 99-0073494 · last filed 990 for 2024
- CONSUELO ZOBEL ALGER FOUNDATION EIN 99-0266163 · last filed 990-PF for 2024
- TRADEWIND GROUP FOUNDATION EIN 71-0894475 · last filed 990-PF for 2025
- ROBERT E BLACK MEMORIAL TRUST EIN 99-6062458 · last filed 990 for 2025
- CENTRAL PACIFIC BANK FOUNDATION EIN 39-2068708 · last filed 990-PF for 2025
- VICTORIA S AND BRADLEY L GEIST FOUNDATION EIN 99-0163400 · last filed 990-PF for 2025
- GARMAR FOUNDATION EIN 94-3276214 · last filed 990-PF for 2025
All nonprofits in HONOLULU · Hawaii · Philanthropy, voluntarism and grantmaking foundations