Nonprofit · EIN 27-3298737
ALLEN & IVY YU FOUNDATION
Tax-exempt · LOS ALTOS HLS, CA 94024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $320,823 | $51,296 | $269,527 | $822,073 | $0 | $822,073 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $300,000
- Dividends
- $4,365
- Interest
- $13,557
- Net gain from sales of assets
- $2,601
- Other income
- $300
Expenses
- Grants and similar amounts paid
- $45,200
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $45,249
- Excise tax on investment income
- $205
Balance sheet and other
- Total assets, start of year
- $552,546
- Total assets, end of year
- $822,073
- Total liabilities, end of year
- $0
- Net assets, end of year
- $822,073
- Fair market value of assets
- $998,204
- Qualifying distributions
- $45,249
- Net investment income
- $20,823
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IVY YU 12468 CASA MIA WAY, LOS ALTOS HILL, CA 95024 | PRESIDENT | 3 | $0 |
| ALLEN YU 12468 CASA MIA WAY, LOS ALTOS HILL, CA 95024 | SECRETARY & CFO | 1 | $0 |
| CONNIE YU 12468 CASA MIA WAY, LOS ALTOS HILL, CA 95024 | DIRECTOR | 1 | $0 |
| ALBERT YU 12468 CASA MIA WAY, LOS ALTOS HILL, CA 95024 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 12468 CASA MIA WAY, LOS ALTOS HLS, CA 94024-4705
- In care of
- % ISABEL CHIU
- Signed the 990-PF
- IVY YU, PRESIDENT
- Phone
- (408) 398-8168
- Return prepared by
- ISABEL CHIU & CO LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-3298737
- 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
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $552,546
- Income (IRS master file)
- $315,183
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | – | – | – | IRS |
| 990-PF | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $581,525 | $32,653 | $561,022 | IRS |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 ALLEN & IVY YU FOUNDATION
- What is the EIN of ALLEN & IVY YU FOUNDATION?
- The employer identification number (EIN) of ALLEN & IVY YU FOUNDATION is 27-3298737.
- Is ALLEN & IVY YU FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to ALLEN & IVY YU FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALLEN & IVY YU FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALLEN & IVY YU FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALLEN & IVY YU FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of ALLEN & IVY YU FOUNDATION?
- The 990-PF for the year ended June 30, 2026 lists 4 people; 0 received compensation from the organization.
- How much revenue does ALLEN & IVY YU FOUNDATION have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $320,823, expenses of $51,296 and total assets of $822,073 at year end.
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All nonprofits in LOS ALTOS HLS · California · Philanthropy, voluntarism and grantmaking foundations