Little Oak Foundation

Cupertino, CA
Tax-exempt since June 2006
EIN: 20-4823024

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$200k (2025)

Expenses

$134k (2025)

Total Assets

$1.19M (2025)

Total Liabilities

$4.68k (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2025

Revenue

$200,116

Expenses

$134,498

Net Income

$65,618

Net Assets

$1,186,683

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$120,000	60.0%
Interest Revenue	$0
Dividends	$49,320	24.6%
Sales of Assets	$30,796	15.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,113	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,191,363
Total Liabilities	$4,680
Net Assets	$1,186,683

Compensation

Key Employees and Officers	Compensation	Other
Kuo Tsai Li (Ceo)	$0	$0
Pei Shan Liu (Secretary & Cfo)	$0	$0

990-PF

Filed on Sept. 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2024

Revenue

$161,036

Expenses

$105,170

Net Income

$55,866

Net Assets

$1,121,065

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$145,000	90.0%
Interest Revenue	$0
Dividends	$14,506	9.0%
Sales of Assets	$1,530	1.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,234	99.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,121,324
Total Liabilities	$259
Net Assets	$1,121,065

Compensation

Key Employees and Officers	Compensation	Other
Kuo Tsai Li (Ceo)	$0	$0
Pei Shan Liu (Secretary & Cfo)	$0	$0

990-PF

Filed on Sept. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2023

Revenue

$206,332

Expenses

$114,042

Net Income

$92,290

Net Assets

$1,065,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	48.5%
Interest Revenue	$0
Dividends	$6,562	3.2%
Sales of Assets	$99,770	48.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,740	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,092,630
Total Liabilities	$27,431
Net Assets	$1,065,199

Compensation

Key Employees and Officers	Compensation	Other
Kuo Tsai Li (Ceo)	$0	$0
Pei Shan Liu (Secretary & Cfo)	$0	$0

990-PF

Filed on Sept. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2022

Revenue

$154,700

Expenses

$59,766

Net Income

$94,934

Net Assets

$972,909

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$85,000	54.9%
Interest Revenue	$0
Dividends	$15,900	10.3%
Sales of Assets	$53,740	34.7%
Other Income	$60	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,086	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$994,938
Total Liabilities	$22,029
Net Assets	$972,909

Compensation

Key Employees and Officers	Compensation	Other
Kuo Tsai Li (Ceo)	$0	$0
Pei Shan Liu (Secretary & Cfo)	$0	$0

990-PF

Filed on Sept. 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2021

Revenue

$155,396

Expenses

$28,515

Net Income

$126,881

Net Assets

$877,975

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$85,000	54.7%
Interest Revenue	$0
Dividends	$60,076	38.7%
Sales of Assets	$10,270	6.6%
Other Income	$50	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,583	93.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$899,969
Total Liabilities	$21,994
Net Assets	$877,975

Compensation

Key Employees and Officers	Compensation	Other
Kuo Tsai Li (Ceo)	$0	$0
Pei Shan Liu (Secretary & Cfo)	$0	$0

990-PF

Filed on Sept. 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2020

Revenue

$81,823

Expenses

$39,614

Net Income

$42,209

Net Assets

$751,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$70,000	85.6%
Interest Revenue	$0
Dividends	$13,568	16.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,822	87.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$772,871
Total Liabilities	$21,777
Net Assets	$751,094

Compensation

Key Employees and Officers	Compensation	Other
Kuo Tsai Li (Ceo)	$0	$0
Pei Shan Liu (Secretary & Cfo)	$0	$0

990-PF

Filed on Sept. 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2019

Revenue

$164,245

Expenses

$18,737

Net Income

$145,508

Net Assets

$708,885

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$70,000	42.6%
Interest Revenue	$0
Dividends	$19,408	11.8%
Sales of Assets	$74,837	45.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,323	65.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$730,575
Total Liabilities	$21,690
Net Assets	$708,885

Compensation

Key Employees and Officers	Compensation	Other
Kuo Tsai Li (Ceo)	$0	$0
Pei Shan Liu (Secretary & Cfo)	$0	$0

990-PF

Filed on Sept. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2018

Revenue

-$115,184

Expenses

$33,835

Net Income

-$149,019

Net Assets

$563,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$70,000
Interest Revenue	$9,015
Dividends	$0
Sales of Assets	-$194,199
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,939	79.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$585,617
Total Liabilities	$22,240
Net Assets	$563,377

Compensation

Key Employees and Officers	Compensation	Other
Kuo Tsai Li (Ceo)	$0	$0
Pei Shan Liu (Secretary & Cfo)	$0	$0

990-PF

Filed on Sept. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2017

Revenue

$302,987

Expenses

$45,487

Net Income

$257,500

Net Assets

$712,396

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$70,000	23.1%
Interest Revenue	$1,434	0.5%
Dividends	$0
Sales of Assets	$231,553	76.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,487	80.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$741,955
Total Liabilities	$29,559
Net Assets	$712,396

Compensation

Key Employees and Officers	Compensation	Other
Kuo Tsai Li (Ceo)	$0	$0
Pei Shan Liu (Secretary & Cfo)	$0	$0

990-PF

Filed on Sept. 7, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2016

Revenue

$143,657

Expenses

$27,860

Net Income

$115,797

Net Assets

$454,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$70,000	48.7%
Interest Revenue	$183	0.1%
Dividends	$0
Sales of Assets	$73,474	51.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,113	57.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$484,455
Total Liabilities	$29,559
Net Assets	$454,896

Compensation

Key Employees and Officers	Compensation	Other
Kuo Tsai Li (Ceo)	$0	$0
Pei Shan Liu (Secretary & Cfo)	$0	$0

990-PF

Filed on Aug. 29, 2016

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Fiscal Year Ending April
2015

Revenue

-$86,212

Expenses

$18,599

Net Income

-$104,811

Net Assets

$339,099

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,000
Interest Revenue	$34
Dividends	$0
Sales of Assets	-$146,246
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,979	53.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$368,658
Total Liabilities	$29,559
Net Assets	$339,099

Compensation

Key Employees and Officers	Compensation	Other
Kuo Tsai Li (Ceo)	$0	$0
Pei Shan Liu (Secretary & Cfo)	$0	$0

990-PF

Filed on Sept. 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2014

Revenue

$17,664

Expenses

$13,851

Net Income

$3,813

Net Assets

$443,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,000	> 100%
Interest Revenue	$627	3.5%
Dividends	$0
Sales of Assets	$78,693	> 100%
Other Income	-$121,656

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,039	72.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$473,469
Total Liabilities	$29,559
Net Assets	$443,910

Compensation

Key Employees and Officers	Compensation	Other
Kuo Tsai Li (Ceo)	$0	$0
Pei Shan Liu (Secretary & Cfo)	$0	$0

990-PF

Filed on Sept. 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2013

Revenue

$67,917

Expenses

$40,852

Net Income

$27,065

Net Assets

$440,097

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$70,000	> 100%
Interest Revenue	$27	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$218	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,041	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$448,545
Total Liabilities	$8,448
Net Assets	$440,097

990-PF

Filed on Sept. 27, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2012

Revenue

$50,365

Expenses

$10,220

Net Income

$40,145

Net Assets

$413,032

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	99.3%
Interest Revenue	$365	0.7%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,408	62.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$413,032
Total Liabilities	$0
Net Assets	$413,032

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Little Oak Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $200k (2025)

Expenses $134k (2025)

Total Assets $1.19M (2025)

Total Liabilities $4.68k (2025)

Tax Filings by Year

Fiscal Year Ending April 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$200k (2025)

Expenses

$134k (2025)

Total Assets

$1.19M (2025)

Total Liabilities

$4.68k (2025)

Fiscal Year Ending April
2025

Fiscal Year Ending April
2024

Fiscal Year Ending April
2023

Fiscal Year Ending April
2022

Fiscal Year Ending April
2021

Fiscal Year Ending April
2020

Fiscal Year Ending April
2019

Fiscal Year Ending April
2018

Fiscal Year Ending April
2017

Fiscal Year Ending April
2016

Fiscal Year Ending April
2015

Fiscal Year Ending April
2014

Fiscal Year Ending April
2013

Fiscal Year Ending April
2012

Fiscal Year Ending April
2011

Fiscal Year Ending April
2010

Fiscal Year Ending April
2009

Fiscal Year Ending April
2008

Fiscal Year Ending April
2007