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Nonprofit · EIN 99-0089787

POHAI NANI FOUNDATION

Tax-exempt · KAILUA, HI 96734

Financials

$200K$110K2023$249K$388K2024
Revenue Expenses · by fiscal year end
Financials of POHAI NANI FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$249,337$388,084-$138,747$4,961,691$0$4,961,691
December 31, 2023990$200,205$109,918$90,287$5,092,676$0$5,092,676
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$44,184
Program service revenue
$0
Investment income
$205,153
Net gain from sales of assets
$62,775
Other revenue
$0

Expenses

Grants and similar amounts paid
$317,848
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,675
Program services (functional)
$317,848
Management and general (functional)
$70,236

Balance sheet and other

Total assets, start of year
$5,092,676
Total assets, end of year
$4,961,691
Total liabilities, end of year
$0
Net assets, end of year
$4,961,691
Publicly traded securities
$4,761,948
Gross receipts
$1,044,194
Employees
0
Year formed
1958
State of legal domicile
HI

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
HERBERT LEEPRESIDENT
Trustee or director, Officer
2.5$0
JOHN MOODYTREASURER
Trustee or director, Officer
1.5$0
JERRY ALLENTRUSTEE EMER
Trustee or director
1.5$0
NEAL GOTATRUSTEE
Trustee or director
1.5$0
KATHRYN ZURCHERTRUSTEE
Trustee or director
1.5$0
JOHNNY CHANKHAMANYTRUSTEE
Trustee or director
1.5$0
PATRICIA CAMEROTRUSTEE
Trustee or director
1.5$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
HERBERT LEEPRESIDENT
Trustee or director, Officer
2.5$0
JOHN MOODYTREASURER
Trustee or director, Officer
1.5$0
JERRY ALLENTRUSTEE EMER
Trustee or director
1.5$0
NEAL GOTATRUSTEE
Trustee or director
1.5$0
KATHRYN ZURCHERTRUSTEE
Trustee or director
1.5$0
JOHNNY CHANKHAMANYTRUSTEE
Trustee or director
1.5$0
PATRICIA CAMEROTRUSTEE
Trustee or director
1.5$0

Address and contacts

Address (IRS master file)
PO BOX 135, KAILUA, HI 96734-0135
Principal officer (990 for 2024)
HERBERT LEE, 3000 KAHAKO PLACE, KAILUA, HI 96734
Signed the 990
HERBERT LEE, PRESIDENT
Phone
(808) 525-8119
Return prepared by
DOI CPA LLC

Mission

PROVIDE FUNDS FOR THE HEALTH AND WELL BEING OF THE AGING POPULATION IN HAWAII.

990 for the year ended December 31, 2024

Program accomplishments

  • SUPPORT THE HEALTH AND WELL BEING OF THE AGING POPULATION IN HAWAII.
    Expenses $317,848 · grants $317,848

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
99-0089787
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1971
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P75I)
Assets (IRS master file)
$4,961,691
Income (IRS master file)
$1,044,194

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$249,337$388,084$4,961,691IRS
990December 2023$200,205$109,918$5,092,676XML
990December 2022$290,752$207,466$5,002,389IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 99-0089787).

Questions about POHAI NANI FOUNDATION

What is the EIN of POHAI NANI FOUNDATION?
The employer identification number (EIN) of POHAI NANI FOUNDATION is 99-0089787.
Is POHAI NANI FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to POHAI NANI FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does POHAI NANI FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of POHAI NANI 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 POHAI NANI FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of POHAI NANI FOUNDATION?
The 990 for the year ended December 31, 2024 names HERBERT LEE.
Who are the officers and directors of POHAI NANI FOUNDATION?
The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does POHAI NANI FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $249,337, expenses of $388,084 and total assets of $4,961,691 at year end.

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