The Herbert K Yee and Inez F Yee Fdtn
The Herbert K Yee and Inez F Yee Fdtn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SACRAMENTO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 25 grants totaling $223K. Net investment income was $1.2M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.2M
+84.5% YoY
Annual Giving
$223K
-25.4% YoY
Grant Count
25
-7.4% YoY
Avg Grant Size
$9K
-19.4% YoY
Under IRS private-foundation payout rules, The Herbert K Yee and Inez F Yee Fdtn reported a distributable amount of $282K for 2024 — the minimum it must pay out in qualifying distributions.
About The Herbert K Yee and Inez F Yee Fdtn
Based on IRS filings
The Herbert K Yee and Inez F Yee Fdtn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SACRAMENTO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 25 grants totaling $223K. Net investment income was $1.2M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,184,230 | $1,183,754 | $1,400,644 |
| Revenue | $1,241,868 | $93,019 | $149,183 |
| Expenses | $230,396 | $320,905 | $186,559 |
| Qualifying Distributions | $228,575 | $304,200 | $186,300 |
| Net Investment Income | $1,194,578 | $92,755 | $148,924 |
| Distributable Amount | $282,401 | $240,617 | $231,410 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
130 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Sutter Roseville Foundation Scholarship ($50,000), California State Railroad Museum Foundation ($40,000), Sacramento Zoological ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SACRAMENTO ZOOLOGICAL SACRAMENTO, CA | PROMOTE ORGANIZATION'S EDUCATIONAL & CHARITABLE PROGRAM. | $25,000 |
| HABITAT FOR HUMANITY ATLANTA, GA | PROMOTE ORGANIZATION'S EDUCATIONAL & CHARITABLE PROGRAM. | $1,000 |
| INTERNATIONAL LEADERSHIP FOUNDATION WASHINGTON, DC | PROMOTE ORGANIZATION'S EDUCATIONAL & CHARITABLE PROGRAM. | $10,000 |
| FAIRYTALE TOWN SACRAMENTO, CA | PROMOTE ORGANIZATION'S EDUCATIONAL & CHARITABLE PROGRAM. | $6,000 |
| UOP DENTAL SCHOOL SACRAMENTO, CA | PROMOTE ORGANIZATION'S EDUCATIONAL & CHARITABLE PROGRAM. | $10,000 |
| LOMA LINDA UNIVERSITY LOMA LINDA, CA | PROMOTE ORGANIZATION'S EDUCATIONAL & CHARITABLE PROGRAM. | $2,000 |
| SACRAMENTO DENTAL SOCIETY SACRAMENTO, CA | PROMOTE ORGANIZATION'S EDUCATIONAL & CHARITABLE PROGRAM. | $2,575 |
| SOLANO COMMISSION FOR WOMEN AND GIRLS RIO VISTA, CA | PROMOTE ORGANIZATION'S EDUCATIONAL & CHARITABLE PROGRAM. | $2,000 |
| GUNG HO POST 696 SACRAMENTO, CA | PROMOTE ORGANIZATION'S EDUCATIONAL & CHARITABLE PROGRAM. | $3,000 |
| CALIFORNIA STATE RAILROAD MUSEUM FOUNDATION SACRAMENTO, CA | PROMOTE ORGANIZATION'S EDUCATIONAL & CHARITABLE PROGRAM. | $40,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ALAN YEE | PRESIDENT | 2 | — |
| H WESLEY YEE | DIRECTOR | 2 | — |
| KARUN YEE | DIRECTOR | 2 | — |
| DAVID YEE | DIRECTOR | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Herbert K Yee and Inez F Yee Fdtn?
The Herbert K Yee and Inez F Yee Fdtn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SACRAMENTO, CA. It holds $2.2M in total assets as of 2024.
How large is The Herbert K Yee and Inez F Yee Fdtn?
As of 2024, The Herbert K Yee and Inez F Yee Fdtn holds $2.2M in total assets with $1.2M in annual revenue. It awarded 25 grants totaling $223K in 2024.
Where does The Herbert K Yee and Inez F Yee Fdtn operate?
The Herbert K Yee and Inez F Yee Fdtn has awarded grants in California, District of Columbia, Georgia, Maryland.
What size grants does The Herbert K Yee and Inez F Yee Fdtn award?
In 2024, The Herbert K Yee and Inez F Yee Fdtn awarded 25 grants totaling $223K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is The Herbert K Yee and Inez F Yee Fdtn required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Herbert K Yee and Inez F Yee Fdtn reported a distributable amount of $282K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Herbert K Yee and Inez F Yee Fdtn's EIN?
The Herbert K Yee and Inez F Yee Fdtn's EIN (Employer Identification Number) is 68-0344964. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.