The Yankee Charitable Foundation

990EZ • Fiscal year 2024 • EIN 06-1590568

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 07, 2025

Organization Profile N/A

6 Andrew DriveWeatogue, CT 06089

(860) 392-8831

Siviq Scores

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

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

-8.3%

Higher net margin than 28% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

-0.2%

Faster asset growth than 47% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

-14%

Faster revenue growth than 30% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

$343,530

Down $532 (-0.2%) from 2023

Net Assets

Down

$343,530

Down $532 (-0.2%) from 2023

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin28th 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

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

Highlighted filing

2024

Assets$343,530

Liabilities-

Net Assets$343,530

Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

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

Highlighted filing

2024

Revenue$6,421

Expenses$6,953

Net Income-$532

Open 2024 Filing

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.

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 Pay79th 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.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	GERALD GUNDERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8603928831
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	6 ANDREW DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	WEATOGUE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	06089
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	344062
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	343530
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-532
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	1923
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	344062
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	343530
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	5000
IRS990EZ/GrossReceiptsAmt	0	6421
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	6421
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	344062
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	343530
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	344062
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	343530
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	GERALD GUNDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	30
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	CONTRIBUTIONS TO THE YANKEE INSTITUTE FOR PUBLIC POLICY INC, A 501(C)(3) ORGANIZATION.
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
IRS990EZ/TransactionWithControlEntInd	0	false
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
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd	0	false
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
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd	0	false
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	GERALD GUNDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8603928831
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE YANKEE CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	YANK
ReturnHeader/Filer/EIN	0	061590568
ReturnHeader/Filer/PhoneNum	0	8603928831
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	6 ANDREW DRIVE
ReturnHeader/Filer/USAddress/CityNm	0	WEATOGUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CT
ReturnHeader/Filer/USAddress/ZIPCd	0	06089
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	061275003
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WILLIAM H CAMPBELL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	26 NAUBUC AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	GLASTONBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	06033
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8606571040
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	WILLIAM H CAMPBELL
ReturnHeader/ReturnTs	0	2025-02-12T12:48:42-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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