Nonprofit · EIN 94-2558692
TAKEO YUKI CHARITABLE TRUST
Tax-exempt · LOS GATOS, CA 95031
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $311,579 | $710,949 | -$399,370 | $8,460,187 | $0 | $8,460,187 |
| March 31, 2024 | 990-PF | $384,808 | $618,933 | -$234,125 | $8,857,236 | $0 | $8,857,236 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Dividends
- $306,522
- Interest
- $6
- Net gain from sales of assets
- $4,074
- Other income
- $977
Expenses
- Grants and similar amounts paid
- $558,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $563,324
- Excise tax on investment income
- $2,279
Balance sheet and other
- Total assets, start of year
- $8,857,236
- Total assets, end of year
- $8,460,187
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,460,187
- Fair market value of assets
- $12,190,863
- Qualifying distributions
- $563,324
- Net investment income
- $311,579
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD S MORIMOTO 460 MONTEREY AVENUE, LOS GATOS, CA 95030 | TRUSTEE | 1 | $0 |
| MOSCHEL KADOKURA 21370 VAI AVENUE, CUPERTINO, CA 95014 | TRUSTEE | 1 | $0 |
990-PF for the year ended March 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD S MORIMOTO 460 MONTEREY AVENUE, LOS GATOS, CA 95030 | TRUSTEE | 1 | $0 |
| MOSCHEL KADOKURA 21370 VAI AVENUE, CUPERTINO, CA 95014 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 567, LOS GATOS, CA 95031-0567
- Signed the 990-PF
- EDWARD S MORIMOTO, TRUSTEE
- Phone
- (408) 356-1478
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2558692 or by the name TAKEO YUKI 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-2558692
- 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
- 1979
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $8,460,187
- Income (IRS master file)
- $2,622,108
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $311,579 | $710,949 | $8,460,187 | XML |
| 990-PF | March 2024 | $384,808 | $618,933 | $8,857,236 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | 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 94-2558692).
Questions about TAKEO YUKI CHARITABLE TRUST
- What is the EIN of TAKEO YUKI CHARITABLE TRUST?
- The employer identification number (EIN) of TAKEO YUKI CHARITABLE TRUST is 94-2558692.
- Is TAKEO YUKI CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to TAKEO YUKI CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TAKEO YUKI CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TAKEO YUKI CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TAKEO YUKI CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of TAKEO YUKI CHARITABLE TRUST?
- The 990-PF for the year ended March 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does TAKEO YUKI CHARITABLE TRUST have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $311,579, expenses of $710,949 and total assets of $8,460,187 at year end.
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