Civic Intelligence

Harold Yellen Charitable Foundation

990PF • Fiscal year 2020 • EIN 95-4724231

Jan 01, 2020 to Dec 31, 2020 • Filed on May 02, 2023

601 S Figueroa Street 3300Los Angeles, CA 90017

(213) 270-9696

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$3,806

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

59th percentile

6.6%

Faster asset growth than 59% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

179%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Flat

$852,955

Flat from 2020

Net Assets

$852,955

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue

Flat

$116,205

Flat from 2020

Expenses

Flat

$63,736

Flat from 2020

Net Income

Flat

$52,469

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $768,046Liabilities 2011: $02011Assets 2012: $765,578Liabilities 2012: $02012Assets 2013: $774,148Liabilities 2013: $02013Assets 2014: $818,847Liabilities 2014: $02014Assets 2015: $811,886Liabilities 2015: $02015Assets 2016: $801,659Liabilities 2016: $0Net Assets 2016: $801,6592016Assets 2017: $810,598Liabilities 2017: $0Net Assets 2017: $810,5982017Assets 2018: $820,469Liabilities 2018: $02018Assets 2019: $800,486Liabilities 2019: $02019Assets 2020: $852,955Liabilities 2020: $0Net Assets 2020: $852,9552020Assets 2020: $852,955Liabilities 2020: $12020Assets 2021: $902,774Liabilities 2021: $0Net Assets 2021: $902,7742021Assets 2022: $893,132Liabilities 2022: $0Net Assets 2022: $893,1322022Assets 2023: $842,823Liabilities 2023: $12023Assets 2024: $967,624Liabilities 2024: $0Net Assets 2024: $967,6242024

Highlighted filing

2020

Assets$852,955
Liabilities$0
Net Assets$852,955

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $71,091Expenses 2011: $64,648Net Income 2011: $6,4432011Revenue 2012: $59,876Expenses 2012: $60,293Net Income 2012: -$4172012Revenue 2013: $73,296Expenses 2013: $64,045Net Income 2013: $9,2512013Revenue 2014: $111,227Expenses 2014: $65,378Net Income 2014: $45,8492014Revenue 2015: $56,321Expenses 2015: $60,729Net Income 2015: -$4,4082015Revenue 2016: $40,431Expenses 2016: $50,658Net Income 2016: -$10,2272016Revenue 2017: $74,478Expenses 2017: $65,539Net Income 2017: $8,9392017Revenue 2018: $69,082Expenses 2018: $59,211Net Income 2018: $9,8712018Revenue 2019: $41,641Expenses 2019: $61,624Net Income 2019: -$19,9832019Revenue 2020: $116,205Expenses 2020: $63,736Net Income 2020: $52,4692020Revenue 2020: $116,205Expenses 2020: $63,736Net Income 2020: $52,4692020Revenue 2021: $117,306Expenses 2021: $67,487Net Income 2021: $49,8192021Revenue 2022: $56,955Expenses 2022: $66,597Net Income 2022: -$9,6422022Revenue 2023: $13,676Expenses 2023: $63,985Net Income 2023: -$50,3092023Revenue 2024: $185,239Expenses 2024: $60,438Net Income 2024: $124,8012024

Highlighted filing

2020

Revenue$116,205
Expenses$63,736
Net Income$52,469
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 2, 2023
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alan T YoshitakeSecretary-$3,806-$3,806
Joshua NovegrodDirector-$3,806-$3,806
Filing and Contact Details

Filer

Filer Name
Harold Yellen Charitable Foundation
EIN
95-4724231
Phone
2132709696
Address
601 S Figueroa Street 3300, Los Angeles, CA 90017

Signing Officer

Name
Alan T Yoshitake
Title
Secretary
Signed
2023-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Platform
Address
1615 E Skyline Dr, La Habra Heights, CA 90631
Preparer
Brian J Egan
Phone
3109386365
Raw XML Appendix288 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/Amt02010
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02010
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt026013
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt090190
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0116205
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0116205
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02010
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02010
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt026015
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt090190
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt07612
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07612
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt016500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt016500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt026013
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt026013
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt026013
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt052469
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0639082
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt018784
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt018784
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt090190
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt099428
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01393
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01393
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt016777
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt016777
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0660
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt026015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt046699
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016777
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt063736
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0116205
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0116205
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt030199
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016777
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt047236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0548892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt090190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt090190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0639082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SEC MERRILL LYNCH X707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt090190
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt052469
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0852955
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0800486
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0852955
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt048148
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt048148
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt048148
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt049530
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01382
IRS990PF/DistributableAmountGrp/TotalTaxAmt01382
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01382
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01382
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01382
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02745
IRS990PF/FMVAssetsEOYAmt01037527
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0811886
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0811886
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt050111
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt068467
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt074899
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0398897
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0407944
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0571196
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0156925
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0237137
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0245397
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-11400
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt041069
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt030560
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt026824
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt026824
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0800486
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0852955
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01037527
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0800486
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0852955
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0800486
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0852955
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0163993
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0112583
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0119211
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01005684
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt028692
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0976992
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015085
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt049530
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0990599
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01005684
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03806
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt13806
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Alan T Yoshitake
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Joshua Novegrod
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0601 S Figueroa Street 3300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1106 Rockefeller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Los Angeles CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Irvine
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090071
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192612
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt046699
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt046699
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt046699
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/AddressLine1Txt0601 S Figueroa Street No 3300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Los Angeles
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090017
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Alan T Yoshitake
IRS990PF/StatementsRegardingActyGrp/PhoneNum02132709696
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operating Expenses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Operating Expenses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Operating Expenses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Library Foundation of Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1March of Dimes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Salvation Army
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0630 West Fifth Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12222 Martin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21515 W North Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Irvine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Anaheim
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292801
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016500
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/AppliedToCurrentYearAmt071
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt046628
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048148
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046699
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt048077
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt046628
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt018784
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt018784
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01393
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01393
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt116255
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2372
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Annual Service Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment Management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Merrill Lynch
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt116255
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2372
TaxesSchedule/TaxesDetail/Amt0365
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt225
TaxesSchedule/TaxesDetail/Amt3260
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt2Registry of Charitable Trusts
TaxesSchedule/TaxesDetail/CategoryTxt3U. S. Treasury
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0365
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt225
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alan T Yoshitake
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Harold Yellen Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0954724231
ReturnHeader/Filer/PhoneNum02132709696
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 S Figueroa Street 3300
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090017
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954689174
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Platform
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01615 E Skyline Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Habra Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090631
ReturnHeader/PreparerPersonGrp/PhoneNum03109386365
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian J Egan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-02T13:39:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Alan T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Yoshitake
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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.$9.68$0.00$9.68$1.85$0.60$1.25
2023Summary only. Only limited summary data is available for this year.$8.43$0.00$0.14$0.64$0.50
2022Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$0.57$0.67$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.03$0.00$9.03$1.17$0.67$0.50
2020Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$1.16$0.64$0.52
2020Summary only. Only limited summary data is available for this year.$8.53$0.00$1.16$0.64$0.52
2019Summary only. Only limited summary data is available for this year.$8.00$0.00$0.42$0.62$0.20
2018Summary only. Only limited summary data is available for this year.$8.20$0.00$0.69$0.59$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.11$0.00$8.11$0.74$0.66$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.02$0.00$8.02$0.40$0.51$0.10
2015Summary only. Only limited summary data is available for this year.$8.12$0.00$0.56$0.61$0.04
2014Summary only. Only limited summary data is available for this year.$8.19$0.00$1.11$0.65$0.46
2013Summary only. Only limited summary data is available for this year.$7.74$0.00$0.73$0.64$0.09
2012Summary only. Only limited summary data is available for this year.$7.66$0.00$0.60$0.60$0.00
2011Summary only. Only limited summary data is available for this year.$7.68$0.00$0.71$0.65$0.06