Civic Intelligence

Harvard-Yenching Institute

990 • Fiscal year 2020 • EIN 04-2062394

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

Organization ProfileWWW.HARVARD-YENCHING.ORG
Vanserg Hall Ste 20 25 Francis AvCambridge, MA 02138

(617) 496-3591

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.01x

Higher debt load relative to assets than 5% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.32x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Net Margin

11th percentile

-12%

Higher net margin than 11% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

7th percentile

$239,877

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Asset Growth

43rd percentile

4.1%

Faster asset growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-3.8%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$272,601,222

Up $10,630,119 (+4.1%) from 2019

Net Assets

Up

$270,843,629

Up $12,089,007 (+4.7%) from 2019

Liabilities

Down

$1,757,593

Down $1,458,888 (-45%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Down

$5,490,998

Down $217,478 (-3.8%) from 2019

Expenses

Down

$6,131,709

Down $2,224,731 (-27%) from 2019

Net Income

Up

-$640,711

Up $2,007,253 (+76%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400M$300M$200M$100M$0Assets 2011: $201,124,545Liabilities 2011: $2,454,653Net Assets 2011: $198,669,8922011Assets 2012: $194,316,014Liabilities 2012: $2,607,156Net Assets 2012: $191,708,8582012Assets 2013: $208,795,789Liabilities 2013: $2,136,408Net Assets 2013: $206,659,3812013Assets 2014: $232,931,437Liabilities 2014: $2,230,142Net Assets 2014: $230,701,2952014Assets 2015: $239,172,259Liabilities 2015: $2,680,009Net Assets 2015: $236,492,2502015Assets 2016: $227,480,664Liabilities 2016: $3,312,351Net Assets 2016: $224,168,3132016Assets 2017: $237,977,207Liabilities 2017: $2,891,607Net Assets 2017: $235,085,6002017Assets 2018: $253,899,312Liabilities 2018: $2,872,734Net Assets 2018: $251,026,5782018Assets 2019: $261,971,103Liabilities 2019: $3,216,481Net Assets 2019: $258,754,6222019Assets 2020: $272,601,222Liabilities 2020: $1,757,593Net Assets 2020: $270,843,6292020Assets 2021: $357,386,063Liabilities 2021: $2,796,943Net Assets 2021: $354,589,1202021Assets 2022: $343,052,532Liabilities 2022: $3,238,146Net Assets 2022: $339,814,3862022Assets 2023: $344,178,257Liabilities 2023: $2,950,657Net Assets 2023: $341,227,6002023Assets 2024: $369,211,252Liabilities 2024: $3,872,840Net Assets 2024: $365,338,4122024

Highlighted filing

2020

Assets$272,601,222
Liabilities$1,757,593
Net Assets$270,843,629
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $4,094,790Expenses 2011: $6,526,541Net Income 2011: -$2,431,7512011Expenses 2012: $7,007,5632012Revenue 2013: $4,427,407Expenses 2013: $6,635,327Net Income 2013: -$2,207,9202013Revenue 2014: $4,761,803Expenses 2014: $6,477,864Net Income 2014: -$1,716,0612014Revenue 2015: $5,719,909Expenses 2015: $7,723,590Net Income 2015: -$2,003,6812015Revenue 2016: $6,242,367Expenses 2016: $7,871,543Net Income 2016: -$1,629,1762016Revenue 2017: $5,476,765Expenses 2017: $7,723,873Net Income 2017: -$2,247,1082017Revenue 2018: $5,697,958Expenses 2018: $7,666,980Net Income 2018: -$1,969,0222018Revenue 2019: $5,708,476Expenses 2019: $8,356,440Net Income 2019: -$2,647,9642019Revenue 2020: $5,490,998Expenses 2020: $6,131,709Net Income 2020: -$640,7112020Revenue 2021: $5,038,189Expenses 2021: $7,136,523Net Income 2021: -$2,098,3342021Revenue 2022: $5,618,562Expenses 2022: $7,463,395Net Income 2022: -$1,844,8332022Revenue 2023: $7,211,857Expenses 2023: $7,753,630Net Income 2023: -$541,7732023Revenue 2024: $7,887,276Expenses 2024: $9,240,799Net Income 2024: -$1,353,5232024

Highlighted filing

2020

Revenue$5,490,998
Expenses$6,131,709
Net Income-$640,711
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.2
Gross Receipts
$7,841,987
Mission and Program Overview

Mission

The institute is an independent foundation dedicated to advancing higher education in asia in the humanities and social sciences, with special attention to the study of asian culture.

Harvard-yenching institute ("hyi") provides financial support to promote higher education in asia/selected educational institutions in asia, the president and fellows of harvard college ("harvard"), and the united board for christian higher education in asia ("ubchea").

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$261,837,910$272,475,389▲ $10,637,479
Land, Buildings, and Equipment, Net$133,193$124,092▼ $9,101
Total Assets$261,971,103$272,601,222▲ $10,630,119
Other Assets Total$0$1,741▲ $1,741
Liabilities
Accounts Payable and Accrued Expenses$3,216,481$1,757,593▼ $1,458,888
Total Liabilities$3,216,481$1,757,593▼ $1,458,888
Net Assets / Fund Balance
Net Assets With Donor Restrictions$258,853,812$269,491,291▲ $10,637,479
Net Assets Without Donor Restrictions$-99,190$1,352,338▲ $1,451,528
Total Net Assets Fund Balance$258,754,622$270,843,629▲ $12,089,007
Total Liabilities and Net Assets / Fund Balance$261,971,103$272,601,222▲ $10,630,119

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$124,092$190,529$314,621
Other Securities$272,475,389--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$258,853,812-▲ $18,177,329$7,539,850$269,491,291
2018$6,354,789---$6,354,789
2017$6,354,789---$6,354,789
2016$6,354,789---$6,354,789
2015$6,354,789---$6,354,789
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth J PerryExecutive DirectorFT$193,844$46,033$239,877
Ruohong LiAssociate DirectorFT$108,811$33,503$142,314
Susan ScottAssistant DirectorFT$88,410$27,245$115,655

Board Members and Trustees

NameTitle
Terrill LautzChairman
Christian MurckTrustee
Helena KolendaTrustee
James RobsonTrustee
John WheelerTrustee
Judith BerlingTrustee
Karen ThornberTrustee
Su Yon PakTrustee
Sun Joo KimTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$30,000
Program Service Revenue
$13,387
Investment Income
$5,447,611
Other Revenue
$0
All Other Contributions
$30,000
Change in Net Assets
$-640,711

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,490,998
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$12,729,718
Total Revenue per Audited Statements
$18,220,716
Total Revenue per Form 990
$5,490,998
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,198,591
Salaries, Compensation, and Employee Benefits$797,070
Other Expenses$136,048
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$2,816,037--$2,816,037
Grants to Domestic Orgs$2,200,442--$2,200,442
Current Officers, Directors, Trustees, and Key Employees-$371,644-$371,644
Other Salaries and Wages$196,298$76,398-$272,696
Foreign Grants$182,112--$182,112
Other Employee Benefits$99,616$53,114-$152,730
Office Expenses$14,082$23,845-$37,927
Fees for Services Accounting-$35,500-$35,500
Travel$25,225--$25,225
Conferences and Meetings$14,892--$14,892
Occupancy$3,585$6,072-$9,657
Depreciation Depletion-$9,101-$9,101
Fees for Services Other-$3,746-$3,746
Total Functional Expenses$5,552,289$579,420$0$6,131,709

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,131,709
Total Expenses per Audited Statements$6,131,709
Total Expenses per Form 990$6,131,709
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Harvard UniversityCambridge, MA501(c)(3)To Support Harvard-yenching Library, Harvard Graduate Programs, Asia Center Monographs and Harvard Journal of Asiatic Studies.$1,350,442
United Board of Christian Higher Education in AsiaNew York, NY501(c)(3)TO SUPPORT THE ORGANIZATION'S GRANT PROGRAMS IN ASIA$850,000

International Summary

Offices
0
Employees
0
Spending
$182,112

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Grants to Recipients in Region-00$121,897
North America - Canada and Mexico, But Not the United StatesGrants to Recipients in Region-00$60,215
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The chairman of the board of trustees, terrill lautz, and treasurer, susan scott, review and approve the completed 990. The entire board receives a copy of the 990 before it is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“The director of the institute reviews the members of the board and selection committees to determine if there is any conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The director of the institute is a harvard faculty member. During the tenure of the hyi director, the faculty of arts and sciences releases him/her from one semester of teaching, and therefore the institute covers one-half of their university salary along with a summer stipend.”

Form 990, Part VI, Section C, Line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Harvard-yenching Institute
EIN
04-2062394
Phone
6174963591
Address
VANSERG HALL STE 20 25 FRANCIS AV, CAMBRIDGE, MA 02138

Signing Officer

Name
Helena Kolenda
Title
Chair
Phone
6174963591
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Helena Kolenda
Formed
1928
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
7
Volunteers
9

Preparer

Firm
Tait Weller & Baker Llp
Address
TWO LIBERTY PL 50 S 16TH ST STE, 2900, PHILADELPHIA, PA 19102-2529
Preparer
Harrison Pereira
Phone
2159798800
Supplemental Narrative

Additional Explanations

Part XI, Line 2C

“No changes made from the prior year.”

Financial Statement Notes

PART III, LINE 1A:

“Collections at the institute include literary works, historical treasures, and artifacts that generally are maintained in the harvard-yenching library. These collections are protected and preserved for public exhibition, education, research, and the furtherance of public service. They are neither disposed of for financial gain nor encumbered in any manner. Accordingly, such collections are not recognized or capitalized for financial statement purposes.”

PART V, LINE 4:

“To promote higher education in asia.”

PART X, LINE 2:

“Management has reviewed the tax positions for each of the open fiscal tax years (2017-2019) or expected to be taken in the institute's fiscal 2020 tax return and has concluded that there are no significant uncertain tax positions that would require recognition in the financial statements.”

Schedule D, Part V

“The beginning balance for the current year is being adjusted to reflect the accumulated endowment income.”

Raw XML AppendixShowing 400 of 609 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE INSTITUTE IS AN INDEPENDENT FOUNDATION DEDICATED TO ADVANCING HIGHER EDUCATION IN ASIA IN THE HUMANITIES AND SOCIAL SCIENCES, WITH SPECIAL ATTENTION TO THE STUDY OF ASIAN CULTURE.
IRS990/MoreThan5000KToIndividualsInd01
IRS990/MoreThan5000KToOrgInd01
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IRS990/NetAssetsOrFundBalancesEOYAmt0270843629
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05188861
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IRS990/NetUnrlzdGainsLossesInvstAmt012729718
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IRS990/OccupancyGrp/ProgramServicesAmt03585
IRS990/OccupancyGrp/TotalAmt09657
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt023845
IRS990/OfficeExpensesGrp/ProgramServicesAmt014082
IRS990/OfficeExpensesGrp/TotalAmt037927
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt01741
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt053114
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt099616
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0152730
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt076398
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0196298
IRS990/OtherSalariesAndWagesGrp/TotalAmt0272696
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0HELENA KOLENDA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0PUBLISHING INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013387
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013387
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDES SUPPORT TO HARVARD UNIVERSITY IN THE FORM OF GRANTS TO SUPPORT THE HARVARD-YENCHING LIBRARY, THE HARVARD JOURNAL OF ASIATIC STUDIES, PUBLICATIONS OF SCHOLARLY WORKS IN THE HUMANITIES AND SOCIAL SCIENCES AND PROVIDES GRANTS TO SUPPORT ASIAN STUDENTS' ATTENDANCE IN HARVARD GRADUATE PROGRAMS ALL TO SUPPORT HIGHER EDUCATION IN ASIA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02341922
IRS990/ProgSrvcAccomActy2Grp/GrantAmt02341922
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDES GRANTS TO SUPPORT PUBLICATIONS, CONFERENCES, TRAINING PROGRAMS WITH THE PURPOSE OF SUPPORTING HIGHER EDUCATION IN ASIA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02360367
IRS990/ProgSrvcAccomActy3Grp/GrantAmt02006669
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt013387
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt030000
IRS990/PYExcessBenefitTransInd00
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IRS990/PYInvestmentIncomeAmt05620531
IRS990/PYOtherExpensesAmt01352018
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt057945
IRS990/PYRevenuesLessExpensesAmt0-2647964
IRS990/PYSalariesCompEmpBnftPaidAmt0973881
IRS990/PYTotalExpensesAmt08356440
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05708476
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-640711
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ALTHOUGH THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE ("HARVARD") AND THE UNITED BOARD FOR CHRISTIAN HIGHER EDUCATION IN ASIA ("UBCHEA") ARE NOT IDENTIFIED AS SUPPORTED ORGANIZATIONS IN THE GOVERNING DOCUMENTS OF HARVARD YENCHING INSTITUTE ("HYI"), HARVARD AND UBCHEA COLLECTIVELY CONTROL HYI'S GOVERNANCE THROUGH THEIR ABILITY TO APPOINT A MAJORITY OF HYI'S CORPORATE MEMBERS AND TRUSTEES AND ARE BOTH WITHIN THE DEFINED CLASS OF HYI'S SUPPORTED ORGANIZATIONS. HARVARD AND UBCHEA HAVE BOTH ALSO HAD HISTORIC AND CONTINUING RELATIONSHIPS WITH HYI THAT HAVE EVOLVED INTO A SUBSTANTIAL IDENTITY OF INTEREST WITH HYI. HYI RECEIVED A PRIVATE LETTER RULING FROM THE INTERNAL REVENUE SERVICE IN 2001 (PLR XXX-XX-XXXX) CLASSIFYING HYI AS A "QUALIFIED ORGANIZATION" UNDER I.R.C. SECTION 514(C)(9)(C), THEREBY PERMITTING HYI TO COMMINGLE ITS ENDOWMENT FUNDS WITH HARVARD'S ENDOWMENT. AS REQUIRED BY THE PLR IN ORDER TO ALLOW HYI TO QUALIFY AS A "QUALIFIED ORGANIZATION", HYI HAS SINCE 2001 PROVIDED ITS SUPPORT TO HARVARD DIRECTLY AND TO UBCHEA INDIRECTLY, USING HARVARD AS CONDUIT FOR ITS GRANTS TO UBCHEA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042103580
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02341922
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1850000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HARVARD UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNITED BOARD FOR CHRISTIAN HIGHER EDUCATION IN ASIA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03191922
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0258853812
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0269491291
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt018177329
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt07539850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06354789
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06354789
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06354789
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06354789
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06354789
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06354789
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06354789
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06354789
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06131709
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0124092
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0190529
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0314621
IRS990ScheduleD/NetUnrealizedGainsInvstAmt012729718
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0272475389
IRS990ScheduleD/OtherSecuritiesGrp/Desc0HARVARD'S POOLED GENL INVT ACCT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.02360
IRS990ScheduleD/RevenueNotReportedAmt012729718
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05490998
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0COLLECTIONS AT THE INSTITUTE INCLUDE LITERARY WORKS, HISTORICAL TREASURES, AND ARTIFACTS THAT GENERALLY ARE MAINTAINED IN THE HARVARD-YENCHING LIBRARY. THESE COLLECTIONS ARE PROTECTED AND PRESERVED FOR PUBLIC EXHIBITION, EDUCATION, RESEARCH, AND THE FURTHERANCE OF PUBLIC SERVICE. THEY ARE NEITHER DISPOSED OF FOR FINANCIAL GAIN NOR ENCUMBERED IN ANY MANNER. ACCORDINGLY, SUCH COLLECTIONS ARE NOT RECOGNIZED OR CAPITALIZED FOR FINANCIAL STATEMENT PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TO PROMOTE HIGHER EDUCATION IN ASIA.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN FISCAL TAX YEARS (2017-2019) OR EXPECTED TO BE TAKEN IN THE INSTITUTE'S FISCAL 2020 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3THE BEGINNING BALANCE FOR THE CURRENT YEAR IS BEING ADJUSTED TO REFLECT THE ACCUMULATED ENDOWMENT INCOME.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 1A:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PART V
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0272475389
IRS990ScheduleD/TotalExpensesPerForm990Amt06131709
IRS990ScheduleD/TotalRevenuePerForm990Amt05490998
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018220716
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06131709
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt060215
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt1121897
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANTS TO RECIPIENTS IN REGION
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1GRANTS TO RECIPIENTS IN REGION
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt091897
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0BANK WIRE, CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt021
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0FELLOWSHIP GRANT
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt010000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt120000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt260215
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0BANK WIRE

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$272,601,222
Liabilities
$1,757,593
Net assets
$270,843,629
Revenue
$5,490,998
Expenses
$6,131,709
Net income
-$640,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$369$3.87$365$7.89$9.24$1.35
2023Detailed filing. Detailed filing data is available for this year.$344$2.95$341$7.21$7.75$0.54
2022Detailed filing. Detailed filing data is available for this year.$343$3.24$340$5.62$7.46$1.84
2021Detailed filing. Detailed filing data is available for this year.$357$2.80$355$5.04$7.14$2.10
2020Detailed filing. Detailed filing data is available for this year.$273$1.76$271$5.49$6.13$0.64
2019Detailed filing. Detailed filing data is available for this year.$262$3.22$259$5.71$8.36$2.65
2018Detailed filing. Detailed filing data is available for this year.$254$2.87$251$5.70$7.67$1.97
2017Detailed filing. Detailed filing data is available for this year.$238$2.89$235$5.48$7.72$2.25
2016Detailed filing. Detailed filing data is available for this year.$227$3.31$224$6.24$7.87$1.63
2015Detailed filing. Detailed filing data is available for this year.$239$2.68$236$5.72$7.72$2.00
2014Detailed filing. Detailed filing data is available for this year.$233$2.23$231$4.76$6.48$1.72
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$209$2.14$207$4.43$6.64$2.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$194$2.61$192$7.01
2011Summary only. Only limited summary data is available for this year.$201$2.45$199$4.09$6.53$2.43