Robert And Shirley Yu Charitable Foundation
- Assets
- $625.0k
- Revenue
- $700.0k
- Investments
- $0.0
- Employees
- 0
- Location
- Alhambra, CA
- Founding
- 04/2010
- Data as of
- 12/2021
- EIN
- 27-1535056
Organization Overview
Robert And Shirley Yu Charitable Foundation is located in Alhambra, CA. The organization was established in 2010. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Robert And Shirley Yu Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Robert And Shirley Yu Charitable Foundation generated $700.0k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 39.0% each year . All expenses for the organization totaled $98.0k during the year ending 12/2021. While expenses have increased by 5.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Robert And Shirley Yu Charitable Foundation has awarded 40 individual grants totaling $384,950. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert Yu CEO | 2 | $0 | |
Shirley Yu CFO | 2 | $0 | |
Kimberly Yu Secretary | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $700,000 |
| Interest on Savings | $47 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $700,047 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $503 |
| Total operating and administrative expenses | $1,125 |
| Contributions, gifts, grants paid | $96,870 |
| Total expenses and disbursements | $97,995 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $623,657 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $1,371 |
| Total assets | $625,028 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Robert And Shirley Yu Charitable Foundation has awarded $96,870 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
HUNTINGTON HOSPITAL PURPOSE: TO HELP CREATING SAFE AND SECURE MEDICAL FACILITIES AND ENABLING THE HOSPITAL TO OFFER THE HIGHTEST QUALITY OF HEALTHCARE TO THE COMMUNITY. | $40,000 |
PANDA CARES FOUNDATION INC PURPOSE: TO SUPPORT A VARIETY OF EDUCATION PROGRAMS TO HELP YOUTH BECOME LEADERS IN THEIR FIELDS OF INTEREST, BRINGING HOPE TO YOUTH IN NEED | $26,870 |
Los Angeles, CA PURPOSE: TO ASSIST DISADVANTAGED COMMUNITIES ACROSS SOUTHERN CALIFORNIA BY PROVIDING DIRECT SERVICES SUCH AS CITIZENSHIP, FAMILY LAW SERVICES, AND IMMIGRANTION, POLICY ADVOCACY AND IMPACT LITIGATION TO STOP DISCRIMINATION AND UNJUST POLICIES, AND CAPACITY BUILDING | $20,000 |
Dallas, TX PURPOSE: TO SUPPORT MOMENTOUS INSTITUTE, POWERED BY SALESMANSHIP CLUB, TO PROVIDE FIRST-CLASS MENTAL HEALTH & EDUCATION SERVICES FOR CHILDREN AND FAMILY MEMBERS THROUGH EDUCATION, THERAPEUTIC SERVICES, RESEARCH & TRAINING. | $3,500 |
Pasadena, CA PURPOSE: TO KEEP TUITION AFFORDABLE, AS WELL CONTINUE TO EXPAND AND ENHANCE PROGRAMS, FACILITIES AND OPPORTUNITIES FOR STUDENTS | $3,000 |
Plano, TX PURPOSE: TO PROVIDE HOPE TO THE COMMUNITY BY FEEDING, SUPPLYING CLOTHING, AND RELATIONSHIP-BASED IN DEPTH MONTORING FOR WOMEN WHO DESIRE TO TRANSFORM THEIR LIVES OF THEIR FAMILY THROUGH PROJECT HOPE. | $2,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
James G Boswell Foundation Pasadena, CA | $149,317,114 | $5,540,300 |
Dj And T Foundation San Marino, CA | $47,605 | $2,666,565 |
Terasaki Family Foundation Los Angeles, CA | $55,847,762 | $8,456,920 |
The Green Foundation Pasadena, CA | $146,510,073 | $6,369,927 |
Winifred Stevens Foundation Tempe, AZ | $145,980,607 | $5,750,312 |
Smidt Foundation Beverly Hills, CA | $297,009,974 | $102,197,850 |
Arizona Sheet Metal Trade Trust Fund Phoenix, AZ | $16,953,948 | $8,730,285 |
Baker Street Foundation San Francisco, CA | $111,419,700 | $19,294,792 |
Pivotal Foundation Phoenix, AZ | $29,461,930 | $23,938,101 |
Fletcher Jones Foundation Pasadena, CA | $171,018,850 | $2,557,259 |
Angell Foundation Los Angeles, CA | $118,335,921 | $5,741,529 |
Ben And Catherine Ivy Foundation Scottsdale, AZ | $302,350,252 | $12,975,372 |