Nonprofit · EIN 68-0344964
HERBERT K YEE & INEZ F YEE FOUNDATION
Tax-exempt · SACRAMENTO, CA 95822
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $1,241,868 | $230,396 | $1,011,472 | $2,184,230 | $0 | $2,184,230 |
| November 30, 2023 | 990-PF | $93,019 | $320,905 | -$227,886 | $1,183,754 | $10,996 | $1,172,758 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $47,000
- Dividends
- $64,529
- Interest
- $14,841
- Net gain from sales of assets
- $1,115,498
Expenses
- Grants and similar amounts paid
- $223,075
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $228,575
- Excise tax on investment income
- $16,605
Balance sheet and other
- Total assets, start of year
- $1,183,754
- Total assets, end of year
- $2,184,230
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,184,230
- Fair market value of assets
- $6,489,339
- Qualifying distributions
- $228,575
- Net investment income
- $1,194,868
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN YEE 1301 NORMANDY LANE, SACRAMENTO, CA 95822 | PRESIDENT | 2 | $0 |
| H WESLEY YEE 1301 NORMANDY LANE, SACRAMENTO, CA 95822 | DIRECTOR | 2 | $0 |
| KARUN YEE 1301 NORMANDY LANE, SACRAMENTO, CA 95822 | DIRECTOR | 2 | $0 |
| DAVID YEE 1301 NORMANDY LANE, SACRAMENTO, CA 95822 | DIRECTOR | 2 | $0 |
990-PF for the year ended November 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN YEE 1301 NORMANDY LANE, SACRAMENTO, CA 95822 | PRESIDENT | 2 | $0 |
| H WESLEY YEE 1301 NORMANDY LANE, SACRAMENTO, CA 95822 | DIRECTOR | 2 | $0 |
| KARUN YEE 1301 NORMANDY LANE, SACRAMENTO, CA 95822 | DIRECTOR | 2 | $0 |
| DAVID YEE 1301 NORMANDY LANE, SACRAMENTO, CA 95822 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1301 NORMANDY LN, SACRAMENTO, CA 95822-1622
- Signed the 990-PF
- ALAN YEE, PRESIDENT
- Phone
- (916) 443-4271
- Return prepared by
- GILBERT CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0344964 or by the name HERBERT K YEE & INEZ F YEE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 68-0344964
- 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
- 1996
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $2,184,230
- Income (IRS master file)
- $1,257,278
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $1,241,868 | $230,396 | $2,184,230 | XML |
| 990-PF | November 2023 | $93,019 | $320,905 | $1,183,754 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | 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 68-0344964).
Questions about HERBERT K YEE & INEZ F YEE FOUNDATION
- What is the EIN of HERBERT K YEE & INEZ F YEE FOUNDATION?
- The employer identification number (EIN) of HERBERT K YEE & INEZ F YEE FOUNDATION is 68-0344964.
- Is HERBERT K YEE & INEZ F YEE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to HERBERT K YEE & INEZ F YEE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT K YEE & INEZ F YEE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT K YEE & INEZ F YEE FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERBERT K YEE & INEZ F YEE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of HERBERT K YEE & INEZ F YEE FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does HERBERT K YEE & INEZ F YEE FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $1,241,868, expenses of $230,396 and total assets of $2,184,230 at year end.
Other nonprofits in SACRAMENTO
- SACRAMENTO REGION COMMUNITY FOUNDATION EIN 94-2891517 · last filed 990 for 2024
- CALIFORNIA HEALTH FOUNDATION AND TRUST EIN 94-1498697 · last filed 990 for 2024
- UNITED WAY CALIFORNIA CAPITAL REGION EIN 94-1225382 · last filed 990 for 2025
- ROBERTS FAMILY DEVELOPMENT CENTER EIN 68-0470557 · last filed 990 for 2025
- THE JAMES B MCCLATCHY FOUNDATION EIN 68-0283878 · last filed 990 for 2025
- THE JEWISH COMMUNITY FOUNDATION OF THE WEST EIN 68-0445835 · last filed 990 for 2024
- TNPO2 FOUNDATION EIN 88-2349324 · last filed 990 for 2023
- KELLY FOUNDATION EIN 68-0175739 · last filed 990-PF for 2025
All nonprofits in SACRAMENTO · California · Philanthropy, voluntarism and grantmaking foundations