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Nonprofit · EIN 27-1264134

RICHARD & NANCY YEE FOUNDATION

Tax-exempt · SAN JOSE, CA 95125

Financials

$28$2K2024
Revenue Expenses · by fiscal year end
Financials of RICHARD & NANCY YEE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$28$1,528-$1,500$38,557$972$37,585
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$12
Dividends
$16

Expenses

Grants and similar amounts paid
$0
Disbursements for charitable purposes
$1,528

Balance sheet and other

Total assets, start of year
$39,505
Total assets, end of year
$38,557
Total liabilities, end of year
$972
Net assets, end of year
$37,585
Fair market value of assets
$139,194
Qualifying distributions
$1,528
Net investment income
$16

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
RICHARD YEE
1733 Phantom Ave, San Jose, CA 95125
CFO2$0
NANCY YEE
1733 Phantom Ave, San Jose, CA 95125
CEO2$0

Address and contacts

Address (IRS master file)
1733 PHANTOM AVE, SAN JOSE, CA 95125-5657
In care of
% NANCY YEE
Signed the 990-PF
NANCY YEE, CEO
Phone
(408) 528-5258
Return prepared by
Entholpy EMC Inc

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
27-1264134
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
2010
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$38,557
Income (IRS master file)
$28

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025–––IRS
990-PFAugust 2024-$176$7,031$39,505IRS
990-PFAugust 2023$22$1,594$46,292IRS
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about RICHARD & NANCY YEE FOUNDATION

What is the EIN of RICHARD & NANCY YEE FOUNDATION?
The employer identification number (EIN) of RICHARD & NANCY YEE FOUNDATION is 27-1264134.
Is RICHARD & NANCY YEE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to RICHARD & NANCY YEE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RICHARD & NANCY YEE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of RICHARD & NANCY YEE FOUNDATION due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RICHARD & NANCY YEE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of RICHARD & NANCY YEE FOUNDATION?
The 990-PF for the year ended August 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does RICHARD & NANCY YEE FOUNDATION have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $28, expenses of $1,528 and total assets of $38,557 at year end.

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