Civic Intelligence

Yu Charitable & Educational Foundation

990PF • Fiscal year 2013 • EIN 94-3347895

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization Profile
4107 Oak Pointe Court94542

(510) 582-0480

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

84th percentile

43%

Higher net margin than 84% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

54th percentile

2.6%

Faster asset growth than 54% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

32nd percentile

-3.2%

Faster revenue growth than 32% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,339,165

Up $33,685 (+2.6%) from 2012

Net Assets

$1,339,132

No earlier filing loaded for comparison.

Liabilities

Down

$33

Down $63 (-66%) from 2012

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin84th percentile

Revenue

Down

$78,947

Down $2,589 (-3.2%) from 2012

Expenses

Down

$45,199

Down $129,930 (-74%) from 2012

Net Income

Up

$33,748

Up $127,341 (+136%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,398,977Liabilities 2011: $0Net Assets 2011: $1,398,9772011Assets 2012: $1,305,480Liabilities 2012: $962012Assets 2013: $1,339,165Liabilities 2013: $33Net Assets 2013: $1,339,1322013Assets 2014: $1,408,670Liabilities 2014: $34Net Assets 2014: $1,408,6362014Assets 2015: $1,429,106Liabilities 2015: $0Net Assets 2015: $1,429,1062015Assets 2016: $1,462,866Liabilities 2016: $0Net Assets 2016: $1,462,8662016Assets 2017: $1,519,708Liabilities 2017: $0Net Assets 2017: $1,519,7082017Assets 2018: $1,553,991Liabilities 2018: $0Net Assets 2018: $1,553,9912018Assets 2019: $1,621,290Liabilities 2019: $0Net Assets 2019: $1,621,2902019Assets 2020: $1,621,556Liabilities 2020: $0Net Assets 2020: $1,621,5562020Assets 2021: $1,631,488Liabilities 2021: $0Net Assets 2021: $1,631,4882021Assets 2022: $1,575,248Liabilities 2022: $256Net Assets 2022: $1,574,9922022Assets 2023: $1,592,880Liabilities 2023: $522Net Assets 2023: $1,592,3582023Assets 2024: $1,577,897Liabilities 2024: $308Net Assets 2024: $1,577,5892024

Highlighted filing

2013

Assets$1,339,165
Liabilities$33
Net Assets$1,339,132
Open 2013 Filing

Operations Trend

Revenue Growth32nd percentile

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

$200K$100K$0-$100KExpenses 2011: $65,7612011Revenue 2012: $81,536Expenses 2012: $175,129Net Income 2012: -$93,5932012Revenue 2013: $78,947Expenses 2013: $45,199Net Income 2013: $33,7482013Revenue 2014: $99,404Expenses 2014: $29,900Net Income 2014: $69,5042014Revenue 2015: $66,678Expenses 2015: $46,208Net Income 2015: $20,4702015Revenue 2016: $66,596Expenses 2016: $32,836Net Income 2016: $33,7602016Revenue 2017: $78,308Expenses 2017: $21,466Net Income 2017: $56,8422017Revenue 2018: $82,148Expenses 2018: $47,865Net Income 2018: $34,2832018Revenue 2019: $100,325Expenses 2019: $33,026Net Income 2019: $67,2992019Revenue 2020: $95,770Expenses 2020: $95,504Net Income 2020: $2662020Revenue 2021: $73,664Expenses 2021: $63,732Net Income 2021: $9,9322021Revenue 2022: $12,752Expenses 2022: $69,248Net Income 2022: -$56,4962022Revenue 2023: $76,303Expenses 2023: $58,937Net Income 2023: $17,3662023Revenue 2024: $61,214Expenses 2024: $75,983Net Income 2024: -$14,7692024

Highlighted filing

2013

Revenue$78,947
Expenses$45,199
Net Income$33,748
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY K YUPresidentPT$0--
ROSALYN YUSecretaryPT$0--
BENNY YUCFO-$0--
Filing and Contact Details

Filer

EIN
94-3347895
Phone
5105820480

Signing Officer

Name
Larry Yu
Title
President
Signed
2014-11-17
Discuss with paid preparer
Yes

Preparer

Preparer
Robert A Holmes
Phone
5105386014
Raw XML Appendix347 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01500
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02011-07-01
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt054
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0573
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt0115
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0172
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0OFFICE EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/Rt00.2000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt078938
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt078947
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt078947
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt078947
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt026839
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt026839
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0115
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt078938
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt078938
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt078938
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt033748
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt076176
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05822
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01740
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01271
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt078947
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt031704
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02771
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt045199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt078947
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt078947
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04865
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02771
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018360
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt04865
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04865
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt033748
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01339132
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01305384
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01339132
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt065212
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt065212
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt065212
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt066736
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01524
IRS990PF/DistributableAmountGrp/TotalTaxAmt01524
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0471
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01524
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0471
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01524
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01524
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt01374097
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt097026
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt099198
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0131917
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt017882
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt018168
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0401
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0286
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt01187500
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt01187500
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt01187500
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt096
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt033
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt020553
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt050180
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt050180
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01305480
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01339165
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01374097
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt096
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt033
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01305480
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01339165
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01305384
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01339132
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01305384
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01339132
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01355047
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt045691
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0121856
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt020326
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01187500
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt066736
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01334721
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01355047
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LARRY K YU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROSALYN YU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BENNY YU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine104107 OAK POINTE CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine114107 OAK POINTE COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1222494 WOODROE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0HAYWARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1HAYWARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2HAYWARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode094542
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode194542
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode294541
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt031704
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt031704
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt031704
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine104107 OAK POINTE COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0HAYWARD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode094542
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10LARRY YU
IRS990PF/StatementsRegardingActyGrp/PhoneNum05105820480
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO PARTICULAR FORM OF APPLICATION IS REQUIRED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LARRY YU
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05105820480
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine104107 OAK POINTE COURT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0HAYWARD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode094542
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS BASED ON GEOGRAPHY, CHARITABLE FIELD, KIND OF INSTITUTION OR SIMILAR CRITERIA. THE BOARD FAVORS CHARITIES THAT MAKE EFFICIENT USE OF GRANT MONEY TO ALLEVIATE SUFFERING OR TO FURTHER THE EDUCATIONAL MISSION OF THE FOUNDATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THERE IS NO SUBMISSION DEADLINE.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0LARRY K YU
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ROSALYN YU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt119000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5339
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT POVERTY RELIEF FOR ELDERLY CITIZENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT ENGLISH LANGUAGE INSTRUCTION IN CHINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT POVERTY RELIEF IN OAKLAND, CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT RESEARCH INTO HEART DISEASES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO PROMOTE RESEARCH INTO THE CAUSES AND CURES OF DIABETES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO SUPPORT PHYSICAL FITNESS IN TAIPEI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine10ZHUANGSHI OVERSEAS CHINESE UNION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine11SCHOOL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1219 XUCHANG STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/City0NINGBO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/City1JIANGSHAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/City2TAIPEI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/Country0CH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/Country1CH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/Country2TW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/PostalCode0315201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/PostalCode1324100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrState0ZUANGSHI ZHENHAI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrState1ZHEJIANG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SHI CAI XIA SENIOR CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1XINTANGBIAN MIDDLE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3AMERICAN HEART ASS'N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4AMERICAN DIABETES ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10601 WEBSTER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11100 MONTGOMERY ST STE 1650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine121701 N BEAUREGARD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode094607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode194104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode222311
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026839
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031704
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt065212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt033508
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt098911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016172
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt033508
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt093019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt093019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031704
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt093019
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0126527
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt014783
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt13099
LandEtcSchedule2/LandEtcGrp/BookValueAmt0286
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Auto./Transportation Equip.
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt014783
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt13385
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Auto
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Dues & Subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Office Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Utilities
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0266
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt172
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2586
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4766
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5614
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6632
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt72861
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt096
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Citibank Credit Card
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt033
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01740
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt11261
TaxesSchedule/TaxesDetail/CategoryTxt0California Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11261
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY YU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10YU CHARITABLE & EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0YUCH
ReturnHeader/Filer/EIN0943347895
ReturnHeader/Filer/PhoneNum05105820480
ReturnHeader/Filer/USAddress/AddressLine104107 OAK POINTE COURT
ReturnHeader/Filer/USAddress/City0HAYWARD
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Robert A Holmes CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103461 Castro Valley Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Castro Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094546
ReturnHeader/PreparerPersonGrp/PhoneNum05105386014
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert A Holmes
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-17T16:59:11-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,339,165
Liabilities
$33
Net assets
$1,339,132
Revenue
$78,947
Expenses
$45,199
Net income
$33,748
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.06$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.08$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.57$0.01$0.07$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.07$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.10$0.10$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.10$0.03$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.08$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.08$0.02$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.07$0.03$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.07$0.05$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.10$0.03$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08$0.05$0.03
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.08$0.18$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.07