Civic Intelligence

Yu Charitable & Educational Foundation

990PF • Fiscal year 2019 • EIN 94-3347895

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

4107 Oak Pointe CTHayward, CA 94542

(510) 582-0480

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

93rd percentile

67%

Higher net margin than 93% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

57th percentile

4.3%

Faster asset growth than 57% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,621,290

Up $67,299 (+4.3%) from 2018

Net Assets

Up

$1,621,290

Up $67,299 (+4.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$100,325

Up $18,177 (+22%) from 2018

Expenses

Down

$33,026

Down $14,839 (-31%) from 2018

Net Income

Up

$67,299

Up $33,016 (+96%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$1,621,290
Liabilities$0
Net Assets$1,621,290

Operations Trend

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

2019

Revenue$100,325
Expenses$33,026
Net Income$67,299
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

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

Filer

Filer Name
Yu Charitable & Educational Foundation
EIN
94-3347895
Phone
5105820480
Address
4107 OAK POINTE CT, HAYWARD, CA 94542

Signing Officer

Name
Rosaline Yu
Title
Secretary
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Richard D Callister CPA
Address
1685 MAIN ST, OAKLEY, CA 94561
Preparer
Richard D Callister
Phone
9256791111
Raw XML Appendix323 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/Amt01475
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX RETURN PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0426966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0581052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENTS IN CHARLES SCHWAB ACCOUNT
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0100266
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt059
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0100325
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0100325
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01475
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01475
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0100325
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt022500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt022500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0100266
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0100266
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0100266
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt067299
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt098850
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08491
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0100325
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt022500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01475
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt033026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0100325
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0100325
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01475
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010526
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt067299
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01621290
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01553991
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01621290
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01977
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01977
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01977
IRS990PF/DistributableAmountGrp/TotalTaxAmt01977
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01793
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01977
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01977
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01977
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0211
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01793
IRS990PF/FMVAssetsEOYAmt01775376
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0432916
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0426966
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0581052
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt018168
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt018168
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt01100000
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt01100000
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt01100000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01553991
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt02000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt019075
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt092324
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt092324
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01553991
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01621290
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01775376
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01553991
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01621290
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01553991
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01621290
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
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 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/AddressLine1Txt04107 OAK POINTE CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14107 OAK POINTE CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt222494 WOODROE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HAYWARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HAYWARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HAYWARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0945421447
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1945421447
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2945413480
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt022500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt022500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt022500
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04107 OAK POINTE CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HAYWARD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0945421447
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROSALINE 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/RecipientEmailAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0YU CHARITABLE EDUCATIONAL FOUNDATIO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05105820480
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04107 OAK POINTE CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HAYWARD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0945421447
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 YU
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ROSALYN YU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT POVERTY RELIEF IN OAKLAND, CALIFORNIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT RESEARCH INTO HEART DISEASES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO PROMOTE RESEARCH INTO THE CAUSES AND CURES OF DIABETES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO PROVIDE FUNDING TO FIND A CURE FOR LUNG DISEASE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO PROVIDE EDUCATIONAL SUPPORT FOR YOUNG STUDENTS IN THE AREA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO PROVIDE SUPPORT & RELIEF TO ELDERLY CITIZENS THROUGH THEIR COMMUNITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0402 COUNTY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt1NO 28 YIH VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0JIANGSHAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm1NINPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0CH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd1CH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0THE SALVATION ARMYCHINATOWN CORPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2AMERICAN DIABETES ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3AMERICAN LUNG ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4GONG-NIAN PRIMARY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5NINPO CHARITY SENIOR CENTER
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/AddressLine1Txt0379 12TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11111 BROADWAY STE 1360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 7017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 11039
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MERRIFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LEWISTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd304243
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022500
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt033720
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013665
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018970
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt032800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017850
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017850
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0121655
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt033720
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013665
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018970
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt032800
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0139505
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0117005
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt014783
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt13385
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Auto./Transportation Equip.
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt014783
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt13385
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ASSOCIATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ATTORNEY GENERAL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MEMBERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5P.O. BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6REPAIRS & MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8UTILITIES-CABLE/INTERNET
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0480
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt346
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt44830
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt647
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt72436
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8257
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt040
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2STATE FRANCHISE TAX
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSALINE YU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YU CHARITABLE & EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0YUCH
ReturnHeader/Filer/EIN0943347895
ReturnHeader/Filer/PhoneNum05105820480
ReturnHeader/Filer/USAddress/AddressLine1Txt04107 OAK POINTE CT
ReturnHeader/Filer/USAddress/CityNm0HAYWARD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094542
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680317186
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD D CALLISTER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01685 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094561
ReturnHeader/PreparerPersonGrp/PhoneNum09256791111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD D CALLISTER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-12T07:14:44-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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