Nonprofit · EIN 27-1535056
ROBERT AND SHIRLEY YU CHARITABLE FOUNDATION
Tax-exempt · ALHAMBRA, CA 91801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $105,725 | $115,910 | -$10,185 | $318,111 | $80 | $318,031 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $100,000
- Interest
- $5,725
Expenses
- Grants and similar amounts paid
- $114,501
- Disbursements for charitable purposes
- $114,501
- Excise tax on investment income
- $80
Balance sheet and other
- Total assets, start of year
- $353,243
- Total assets, end of year
- $318,111
- Total liabilities, end of year
- $80
- Net assets, end of year
- $318,031
- Fair market value of assets
- $318,111
- Qualifying distributions
- $114,501
- Net investment income
- $5,725
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT YU 212 S PALM AVE STE200, ALHAMBRA, CA 91801 | CEO | 2 | $0 |
| SHIRLEY YU 212 S PALM AVE STE200, ALHAMBRA, CA 91801 | CFO | 2 | $0 |
| KIMBERLY YU 212 S PALM AVE STE200, ALHAMBRA, CA 91801 | Secretary | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 212 S PALM AVE 200, ALHAMBRA, CA 91801-3105
- In care of
- % LAW OFFICES OF JOHN A STRAIN
- Signed the 990-PF
- KIMBERLY YU, Secretary
- Phone
- (626) 282-3100
- Return prepared by
- Patty Wang CPA A Professional Corporation
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 | Not 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
- 27-1535056
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $318,111
- Income (IRS master file)
- $105,725
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $200 | $127,353 | $353,243 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 ROBERT AND SHIRLEY YU CHARITABLE FOUNDATION
- What is the EIN of ROBERT AND SHIRLEY YU CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ROBERT AND SHIRLEY YU CHARITABLE FOUNDATION is 27-1535056.
- Is ROBERT AND SHIRLEY YU CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to ROBERT AND SHIRLEY YU CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT AND SHIRLEY YU CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT AND SHIRLEY YU CHARITABLE 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 ROBERT AND SHIRLEY YU CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROBERT AND SHIRLEY YU CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROBERT AND SHIRLEY YU CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $105,725, expenses of $115,910 and total assets of $318,111 at year end.
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