Nonprofit · EIN 87-4104684
SIMON AND NIKKI YU FAMILY FOUNDATION INC
Tax-exempt · FOREST HILLS, NY 11375
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $247,789 | $66,466 | $181,323 | $1,125,082 | $0 | $1,125,082 |
| November 30, 2024 | 990-PF | $345,000 | $60,074 | $284,926 | $958,010 | $14,250 | $958,010 |
| November 30, 2023 | 990-PF | $429,459 | $55,981 | $373,478 | $658,834 | $0 | $658,834 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $200,000
- Dividends
- $8,169
- Interest
- $12,020
- Net rental income
- $4,244
Expenses
- Grants and similar amounts paid
- $6,851
- Disbursements for charitable purposes
- $42,667
- Excise tax on investment income
- $333
Balance sheet and other
- Total assets, start of year
- $958,010
- Total assets, end of year
- $1,125,082
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,125,082
- Fair market value of assets
- $1,331,650
- Qualifying distributions
- $42,667
- Net investment income
- $47,789
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SIMON YU 11006 68th Road, Forest Hills, NY 11375 | CEO | 4 | $0 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SIMON YU 11006 68th Road, Forest Hills, NY 11375 | CEO | 4 | $0 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SIMON YU 110-06 68 Road Forest Hills, Forest Hills, NY 11375 | CEO | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 11006 68TH RD, FOREST HILLS, NY 11375-2959
- In care of
- % SIMON YU
- Signed the 990-PF
- SIMON YU, CEO
- Phone
- (917) 370-8298
- 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 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 | 990-PF 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
- 87-4104684
- 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
- 2022
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,125,082
- Income (IRS master file)
- $247,789
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $247,789 | $66,466 | $1,125,082 | XML |
| 990-PF | November 2024 | $345,000 | $60,074 | $958,010 | XML |
| 990-PF | November 2023 | $429,459 | $55,981 | $658,834 | XML |
| 990-PF | November 2022 | – | – | – | 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 87-4104684).
Questions about SIMON AND NIKKI YU FAMILY FOUNDATION INC
- What is the EIN of SIMON AND NIKKI YU FAMILY FOUNDATION INC?
- The employer identification number (EIN) of SIMON AND NIKKI YU FAMILY FOUNDATION INC is 87-4104684.
- Is SIMON AND NIKKI YU FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to SIMON AND NIKKI YU FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SIMON AND NIKKI YU FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SIMON AND NIKKI YU FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SIMON AND NIKKI YU FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of SIMON AND NIKKI YU FAMILY FOUNDATION INC?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does SIMON AND NIKKI YU FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $247,789, expenses of $66,466 and total assets of $1,125,082 at year end.
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