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Nonprofit · EIN 99-0281956

ROBERT AND BETTY WO FOUNDATION

Tax-exempt · HONOLULU, HI 96813

Financials

$425K$238K2022$4K$241K2023$3.4M$229K2024
Revenue Expenses · by fiscal year end
Financials of ROBERT AND BETTY WO FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990-PF$3,350,360$228,954$3,121,406$1,719,898$0$1,719,898
March 31, 2024990-PF$4,055$241,045-$236,990$96,498$0$96,498
March 31, 2023990-PF$424,970$238,271$186,699$342,999$0$342,999
Financial details: 990-PF for the year ended March 31, 2025

Revenue

Contributions, gifts and grants
$1,786,915
Dividends
$44,908
Net gain from sales of assets
$1,518,537

Expenses

Grants and similar amounts paid
$225,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$225,000
Excise tax on investment income
$21,732

Balance sheet and other

Total assets, start of year
$96,498
Total assets, end of year
$1,719,898
Total liabilities, end of year
$0
Net assets, end of year
$1,719,898
Fair market value of assets
$1,839,620
Qualifying distributions
$225,000
Net investment income
$1,563,445

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 March 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CRAIG SCOTT WO
702 SOUTH BERETANIA STREET, HONOLULU, HI 96813
PRES/DIR2$0
ROBERT W WO
702 SOUTH BERETANIA STREET, HONOLULU, HI 96813
VP/DIR1$0
WENDELL WO
702 SOUTH BERETANIA STREET, HONOLULU, HI 96813
SEC/DIR1$0
MICHAEL WO
702 SOUTH BERETANIA STREET, HONOLULU, HI 96813
TREAS/DIR1$0
BENNETT WO
702 SOUTH BERETANIA STREET, HONOLULU, HI 96813
ASST TREAS/DIR1$0
990-PF for the year ended March 31, 2024: 5 people
NameTitleHours / weekCompensation
CRAIG SCOTT WO
702 SOUTH BERETANIA STREET, HONOLULU, HI 96813
PRES/DIR2$0
ROBERT W WO
702 SOUTH BERETANIA STREET, HONOLULU, HI 96813
VP/DIR1$0
WENDELL WO
702 SOUTH BERETANIA STREET, HONOLULU, HI 96813
SEC/DIR1$0
MICHAEL WO
702 SOUTH BERETANIA STREET, HONOLULU, HI 96813
TREAS/DIR1$0
BENNETT WO
702 SOUTH BERETANIA STREET, HONOLULU, HI 96813
ASST TREAS/DIR1$0
990-PF for the year ended March 31, 2023: 5 people
NameTitleHours / weekCompensation
CRAIG SCOTT WO
702 SOUTH BERETANIA STREET, HONOLULU, HI 96813
PRES/DIR2$0
ROBERT W WO
702 SOUTH BERETANIA STREET, HONOLULU, HI 96813
VP/DIR1$0
WENDELL WO
702 SOUTH BERETANIA STREET, HONOLULU, HI 96813
SEC/DIR1$0
MICHAEL WO
702 SOUTH BERETANIA STREET, HONOLULU, HI 96813
TREAS/DIR1$0
BENNETT WO
702 SOUTH BERETANIA STREET, HONOLULU, HI 96813
ASST TREAS/DIR1$0

Address and contacts

Address (IRS master file)
702 SOUTH BERETANIA STREET, HONOLULU, HI 96813-2599
In care of
% ROBERT C WO
Signed the 990-PF
CRAIG SCOTT WO, PRESIDENT
Phone
(808) 545-5966
Return prepared by
ACCUITY ADVISORS 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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
99-0281956
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
1990
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$1,719,898
Income (IRS master file)
$3,683,287

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2025$3,350,360$228,954$1,719,898XML
990-TMarch 2025–––IRS
990-PFMarch 2024$4,055$241,045$96,498XML
990-TMarch 2024–––IRS
990-PFMarch 2023$424,970$238,271$342,999XML
990-TMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-TMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-TMarch 2021–––IRS
990-PFMarch 2020–––IRS
990-PFMarch 2019–––IRS
990-PFMarch 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 99-0281956).

Questions about ROBERT AND BETTY WO FOUNDATION

What is the EIN of ROBERT AND BETTY WO FOUNDATION?
The employer identification number (EIN) of ROBERT AND BETTY WO FOUNDATION is 99-0281956.
Is ROBERT AND BETTY WO FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to ROBERT AND BETTY WO FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT AND BETTY WO FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT AND BETTY WO FOUNDATION due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT AND BETTY WO FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2025.
Who are the officers and directors of ROBERT AND BETTY WO FOUNDATION?
The 990-PF for the year ended March 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does ROBERT AND BETTY WO FOUNDATION have?
On its 990-PF for the year ended March 31, 2025 it reported revenue of $3,350,360, expenses of $228,954 and total assets of $1,719,898 at year end.

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