Nonprofit · EIN 83-3568197
MIKI F YOUNG CHARITABLE TRUST
Tax-exempt · IRVINE, CA 92612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,263,426 | $954,199 | $4,309,227 | $13,798,052 | $0 | $13,798,052 |
| December 31, 2024 | 990-PF | $623,664 | $985,104 | -$361,440 | $9,763,132 | $18,000 | $9,745,132 |
| December 31, 2023 | 990-PF | $190,204 | $761,337 | -$571,133 | $10,129,977 | $18,000 | $10,111,977 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $212,509
- Interest
- $2,729
- Net rental income
- $90,983
- Net gain from sales of assets
- $4,887,589
- Other income
- $599
Expenses
- Grants and similar amounts paid
- $725,948
- Compensation of officers, directors and key employees
- $108,150
- Disbursements for charitable purposes
- $757,777
- Excise tax on investment income
- $70,423
Balance sheet and other
- Total assets, start of year
- $9,763,132
- Total assets, end of year
- $13,798,052
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,798,052
- Fair market value of assets
- $14,552,716
- Qualifying distributions
- $757,777
- Net investment income
- $5,262,827
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAUREEN FINN 23962 CORMORANT LN, LAGUNA NIGUEL, CA 92677 | TRUSTEE | 2 | $36,050 |
| STEVEN EPERTHENER 4521 CAMPUS DRIVE 383, IRVINE, CA 92612 | TRUSTEE | 2 | $36,050 |
| WILLIAM KRUSE 155 N LAKE AVE FL 11, PASADENA, CA 91101 | TRUSTEE | 2 | $36,050 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAUREEN FINN 23962 CORMORANT LN, LAGUNA NIGUEL, CA 92677 | TRUSTEE | 2 | $36,530 |
| STEVEN EPERTHENER 5318 E 2ND ST PMB 514, LONG BEACH, CA 90803 | TRUSTEE | 2 | $36,530 |
| WILLIAM KRUSE 155 N LAKE AVE FL 11, PASADENA, CA 91101 | TRUSTEE | 2 | $36,530 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAUREEN FINN 23962 CORMORANT LN, LAGUNA NIGUEL, CA 92677 | TRUSTEE | 2 | $28,781 |
| STEVEN EPERTHENER 5318 E 2ND ST PMB 514, LONG BEACH, CA 90803 | TRUSTEE | 2 | $28,781 |
| WILLIAM KRUSE 155 N LAKE AVE FL 11, PASADENA, CA 91101 | TRUSTEE | 2 | $28,781 |
Address and contacts
- Address (IRS master file)
- 4521 CAMPUS DRIVE 383, IRVINE, CA 92612-2621
- In care of
- % STEVEN EPERTHENER
- Signed the 990-PF
- STEVEN EPERTHENER, TRUSTEE
- Phone
- (310) 890-1123
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 83-3568197 or by the name MIKI F YOUNG CHARITABLE TRUST.
- 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 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 | 990-PF 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
- 83-3568197
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $13,798,052
- Income (IRS master file)
- $13,147,494
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,263,426 | $954,199 | $13,798,052 | XML |
| 990-PF | December 2024 | $623,664 | $985,104 | $9,763,132 | XML |
| 990-PF | December 2023 | $190,204 | $761,337 | $10,129,977 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 83-3568197).
Questions about MIKI F YOUNG CHARITABLE TRUST
- What is the EIN of MIKI F YOUNG CHARITABLE TRUST?
- The employer identification number (EIN) of MIKI F YOUNG CHARITABLE TRUST is 83-3568197.
- Is MIKI F YOUNG CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to MIKI F YOUNG CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MIKI F YOUNG CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MIKI F YOUNG CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MIKI F YOUNG CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MIKI F YOUNG CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $36,050 (MAUREEN FINN, TRUSTEE).
- How much revenue does MIKI F YOUNG CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,263,426, expenses of $954,199 and total assets of $13,798,052 at year end.
Other nonprofits in IRVINE
- SEQUOIA CLIMATE FOUNDATION EIN 85-4095972 · last filed 990-PF for 2024
- ORANGE COUNTY COMMUNITY FOUNDATION EIN 33-0378778 · last filed 990 for 2025
- CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION EIN 95-4658856 · last filed 990-PF for 2025
- TIGER WOODS CHARITY EVENT CORP EIN 06-1554474 · last filed 990 for 2025
- ARNOLD AND MABEL BECKMAN FOUNDATION EIN 95-3169713 · last filed 990-PF for 2025
- OCCF SUPPORTING ORGANIZATION EIN 26-0564840 · last filed 990 for 2025
- ORANGE COUNTYS UNITED WAY EIN 33-0047994 · last filed 990 for 2025
- EDWARDS LIFESCIENCES FOUNDATION EIN 46-1702755 · last filed 990-PF for 2024
All nonprofits in IRVINE · California · Philanthropy, voluntarism and grantmaking foundations