The Yankee Charitable Foundation

EIN 06-1590568 • 501(c)3 • Weatogue, CT

Profile

The organization's primary exempt purpose is to support, through donations, religious, charitable, scientific, and/or educational organizations qualified under internal revenue code section 501(c)(3) including the yankee institute for public policy, inc.

6 Andrew DriveWeatogue, CT 06089

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

12%

Higher net margin than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

0.1%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

-59%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

$343,530

Down $532 (-0.2%) from 2023

Liabilities

No earlier filing loaded for comparison.

Net Assets

Down

$343,530

Down $532 (-0.2%) from 2023

Operations

Liabilities / RevenueScore unavailable Net Margin65th percentile

Revenue

Down

$6,421

Down $1,054 (-14%) from 2023

Expenses

Down

$6,953

Down $926 (-12%) from 2023

Net Income

Down

-$532

Down $128 (-32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$343,530

Liabilities-

Net Assets$343,530

Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$6,421

Expenses$6,953

Net Income-$532

Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $343,530
Liabilities: -
Net assets: $343,530
Revenue: $6,421
Expenses: $6,953
Net income: -$532

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.44		$3.44	$0.06	$0.07	$0.01
2023Detailed filing. Detailed filing data is available for this year.	$3.44	$0.00	$3.44	$0.07	$0.08	$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.44	$0.00	$3.44	$0.08	$0.09	$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.46	$0.00	$3.46	$0.12	$0.16	$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.49	$0.00	$3.49	$0.19	$1.72	$1.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.02	$0.00	$5.02	$0.21	$0.20	$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.01	$0.00	$5.01	$0.17	$0.17	$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.01	$0.00	$5.01	$0.30	$0.37	$0.07
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$5.08	$0.00	$5.08	$0.39	$0.34	$0.05
2015Detailed filing. Detailed filing data is available for this year.	$5.03	$0.00	$5.03	$0.63	$0.64	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$5.04	$0.00	$5.04	$0.09	$0.26	$0.17
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$5.21	$0.00	$5.21	$1.78	$0.01	$1.77
2012Summary only. Only limited summary data is available for this year.	$3.43	$0.00		$0.00	$0.01	$0.01
2011Summary only. Only limited summary data is available for this year.	$3.44	$0.00		$0.20	$0.18	$0.02

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Feb 7, 2025
Return Version: 2024v5.0
Gross Receipts: $6,421

Mission and Program Overview

Mission

The organization's primary exempt purpose is to support, through donations, religious, charitable, scientific, and/or educational organizations qualified under internal revenue code section 501(c)3 including the yankee institute for public policy, inc.

Program Services

Description	Grants	Expenses
CONTRIBUTIONS TO THE YANKEE INSTITUTE FOR PUBLIC POLICY INC, A 501(C)(3) ORGANIZATION.	$5,000	$5,000

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GERALD GUNDERSON	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Yankee Charitable Foundation
EIN: 06-1590568
Phone: 8603928831
Address: 6 ANDREW DRIVE, WEATOGUE, CT 06089

Signing Officer

Name: Gerald Gunderson
Title: Trustee
Phone: 8603928831
Signed: 2025-02-07
Discuss with paid preparer: Yes

Preparer

Firm: William H Campbell Pc
Address: 26 NAUBUC AVENUE, GLASTONBURY, CT 06033
Preparer: William H Campbell
Phone: 8606571040

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank fees 30 total 30”

Form 990-ez, Part III

“The organization's primary exempt purpose is to support, through donations, religious, charitable, scientific, and/or educational organizations qualified under internal revenue code section 501(c)(3) including the yankee institute for public policy, inc.”

Raw XML Appendix123 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	5000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	5000
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	6953
IRS990EZ/TotalProgramServiceExpensesAmt	0	5000
IRS990EZ/TotalRevenueAmt	0	6421
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd	0	false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd	0	true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind	0	false
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd	0	false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd	0	true
IRS990ScheduleA/OtherSupportSumAmt	0	0
IRS990ScheduleA/SupportedOrganizationsCnt	0	1
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	521358144
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	0	10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	5000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	YANKEE INSTITUTE FOR PUBLIC POLICY STUDIES INC
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType1Ind	0	X
IRS990ScheduleA/SupportSumAmt	0	5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES BANK FEES 30 TOTAL 30
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
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ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
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ReturnHeader/ReturnTs	0	2025-02-12T12:48:42-05:00
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