Barton Y & Terry Shigemura Family Foundation

Danville, CA
Tax-exempt since Jan. 2000
EIN: 94-3346626

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$276k (2024)

Expenses

$147k (2024)

Total Assets

$1.86M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$275,698

Expenses

$146,546

Net Income

$129,152

Net Assets

$1,855,525

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,154	8.8%
Sales of Assets	$251,510	91.2%
Other Income	$34	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,500	80.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,855,525
Total Liabilities	$0
Net Assets	$1,855,525

Compensation

Key Employees and Officers	Compensation	Other
Barton Y Shigemura (Ceo)	$0	$0
Terry M Shigemura (Cfo & Secretary)	$0	$0

990-PF

Filed on June 24, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$93,752

Expenses

$140,210

Net Income

-$46,458

Net Assets

$1,726,373

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,586	28.4%
Sales of Assets	$63,462	67.7%
Other Income	$3,704	4.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,000	85.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,726,373
Total Liabilities	$0
Net Assets	$1,726,373

Compensation

Key Employees and Officers	Compensation	Other
Barton Y Shigemura (Ceo)	$0	$0
Terry M Shigemura (Cfo & Secretary)	$0	$0

990-PF

Filed on Sept. 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$144,155

Expenses

$123,694

Net Income

$20,461

Net Assets

$1,772,831

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,187	11.2%
Sales of Assets	$127,269	88.3%
Other Income	$699	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,150	81.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,772,831
Total Liabilities	$0
Net Assets	$1,772,831

Compensation

Key Employees and Officers	Compensation	Other
Barton Y Shigemura (Ceo)	$0	$0
Terry M Shigemura (Cfo & Secretary)	$0	$0

990-PF

Filed on Nov. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$114,453

Expenses

$142,592

Net Income

-$28,139

Net Assets

$1,752,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,118	15.0%
Sales of Assets	$96,476	84.3%
Other Income	$859	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,675	87.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,752,370
Total Liabilities	$0
Net Assets	$1,752,370

Compensation

Key Employees and Officers	Compensation	Other
Barton Y Shigemura (Ceo)	$0	$0
Terry M Shigemura (Cfo & Secretary)	$0	$0

990-PF

Filed on Nov. 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$201,257

Expenses

$120,848

Net Income

$80,409

Net Assets

$1,780,508

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,590	14.7%
Sales of Assets	$170,883	84.9%
Other Income	$784	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,288	78.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,780,509
Total Liabilities	$1
Net Assets	$1,780,508

Compensation

Key Employees and Officers	Compensation	Other
Barton Y Shigemura (Ceo)	$0	$0
Terry M Shigemura (Cfo & Secretary)	$0	$0

990-PF

Filed on Nov. 9, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$226,521

Expenses

$119,112

Net Income

$107,409

Net Assets

$1,700,099

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,793	14.5%
Sales of Assets	$193,728	85.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,800	80.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,700,100
Total Liabilities	$1
Net Assets	$1,700,099

Compensation

Key Employees and Officers	Compensation	Other
Barton Y Shigemura (Ceo)	$0	$0
Terry M Shigemura (Cfo & Secretary)	$0	$0

990-PF

Filed on Nov. 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$397,627

Expenses

$111,473

Net Income

$286,154

Net Assets

$1,592,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,963	7.3%
Sales of Assets	$368,664	92.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,910	87.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,592,691
Total Liabilities	$0
Net Assets	$1,592,691

Compensation

Key Employees and Officers	Compensation	Other
Barton Y Shigemura (Ceo)	$0	$0
Terry M Shigemura (Cfo & Secretary)	$0	$0

990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$82,314

Expenses

$99,494

Net Income

-$17,180

Net Assets

$1,306,537

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,472	29.7%
Sales of Assets	$57,842	70.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,350	78.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,310,104
Total Liabilities	$3,567
Net Assets	$1,306,537

Compensation

Key Employees and Officers	Compensation	Other
Barton Y Shigemura (Ceo)	$0	$0
Terry M Shigemura (Cfo & Secretary)	$0	$0

990-PF

Filed on Aug. 27, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$42,169

Expenses

$92,740

Net Income

-$50,571

Net Assets

$1,283,089

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60	0.1%
Interest Revenue	$0
Dividends	$24,550	58.2%
Sales of Assets	$73,155	> 100%
Other Income	-$55,596

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,100	81.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,283,089
Total Liabilities	$0
Net Assets	$1,283,089

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$130,393

Expenses

$99,294

Net Income

$31,099

Net Assets

$1,333,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,919	18.3%
Sales of Assets	$106,163	81.4%
Other Income	$311	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,410	86.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,335,842
Total Liabilities	$2,182
Net Assets	$1,333,660

Compensation

Key Employees and Officers	Compensation	Other
Barton Y Shigemura (Ceo)	$0	$0
Terry M Shigemura (Cfo & Secretary)	$0	$0

990-PF

Filed on Nov. 16, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$107,267

Expenses

$82,774

Net Income

$24,493

Net Assets

$1,302,561

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,919	19.5%
Sales of Assets	$86,226	80.4%
Other Income	$122	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,550	79.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,302,561
Total Liabilities	$0
Net Assets	$1,302,561

Compensation

Key Employees and Officers	Compensation	Other
Barton Y Shigemura (Ceo)	$0	$0
Terry M Shigemura (Cfo & Secretary)	$0	$0

990-PF

Filed on Sept. 18, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$123,391

Expenses

$88,033

Net Income

$35,358

Net Assets

$1,278,068

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,304	18.1%
Sales of Assets	$100,251	81.2%
Other Income	$836	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,765	81.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,278,068
Total Liabilities	$0
Net Assets	$1,278,068

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$81,412

Expenses

$73,743

Net Income

$7,669

Net Assets

$1,242,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,297	22.5%
Sales of Assets	$61,135	75.1%
Other Income	$1,980	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,850	82.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,242,710
Total Liabilities	$0
Net Assets	$1,242,710

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Barton Y & Terry Shigemura Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $276k (2024)

Expenses $147k (2024)

Total Assets $1.86M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$276k (2024)

Expenses

$147k (2024)

Total Assets

$1.86M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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2010

Fiscal Year Ending Dec.
2009

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2008

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