Pin-Wei & Grace Chen Charitable

Private foundation · Grantmaker Monte Sereno, CA EIN: 77-0471801

Pin-Wei & Grace Chen Charitable is a private foundation, based in Monte Sereno, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $418K in total assets. In 2025, it awarded 4 grants totaling $5K. Net investment income was $22K.

Key facts about Pin-Wei & Grace Chen Charitable

In short: Pin-Wei & Grace Chen Charitable gave $5K across 4 grants in 2025 (avg $1K), mostly in Utah. Source: 2025 IRS Form 990-PF.

EIN
77-0471801
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$4,828
Grants made (2025)
4
Average grant
$1,207
Median grant
$914
Total assets
$417,735
Primary geography
Utah (52% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$418K

+0.8% YoY

Annual Giving

$5K

+7.3% YoY

Grant Count

4

+100.0% YoY

Avg Grant Size

$1K

-46.4% YoY

Under IRS private-foundation payout rules, Pin-Wei & Grace Chen Charitable reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.

How Pin-Wei & Grace Chen Charitable gives

  • Giving held roughly steady from 2022 to 2025 (−16%). Method
  • In 2025 it paid out 81% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

San JoseSalt Lake CityAmericusConcordHagerstownOrangeAtlantaCupertinoSequim

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K$8K5 grants2019 5 grants2020 5 grants2021 3 grants2022 3 grants2023 2 grants2024 4 grants2025

From 2019 to 2025, annual grant giving ranged from $4K (2020) to $6K (2023). In 2025 it made 4 grants totaling $5K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

University of Utah: $3KUniversity of Utah$3KYMCA: $1KYMCA$1KYMCA of Sequim: $500YMCA of Sequim$500

The largest 2025 recipient was University of Utah ($3K). Together the top 3 received $4K.

Organizations only. It also paid 1 grant to individuals ($500), which are not listed by name.

Grant Size Distribution

17 grants across all recorded years

17<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 17 grants of 17 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Utah Salt Lake City, UTScholarships$2,500
YMCA San Jose, CAFellowships$1,328
YMCA of Sequim Sequim, WAFellowships$500
1 grant to individuals Recipients not named —$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$417,735$414,297$433,658
Revenue$22,545$8,269$6,945
Expenses$19,107$27,630$23,278
Qualifying Distributions$18,918$27,419$22,562
Net Investment Income$22,356$11,826$13,373
Distributable Amount$23,466$23,007$22,053

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS July 2, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS July 14, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 3, 2024)

Leadership & Key People

Officers and directors from IRS filings

Pin-Wei & Grace Chen Charitable is led by Grace Chen, President on every filing since 2019; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Grace Chen

    President

    On filings since 2019

    1 hr/week

    No compensation reported

  • Pin-Wei Chen

    Sec'y & Treasurer

    On filings since 2019

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Pin-Wei & Grace Chen Charitable

How much does Pin-Wei & Grace Chen Charitable give each year?

Pin-Wei & Grace Chen Charitable gave $5K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 2 grants.

What is Pin-Wei & Grace Chen Charitable's typical grant size?

Pin-Wei & Grace Chen Charitable's median grant in 2025 was $914, and its average grant was $1,207, across 4 grants on its 2025 IRS Form 990-PF.

Where does Pin-Wei & Grace Chen Charitable give grants?

Pin-Wei & Grace Chen Charitable gives mostly in Utah: 52% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (28%) and Washington (21%).

Does Pin-Wei & Grace Chen Charitable give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on Pin-Wei & Grace Chen Charitable's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Fellowships" (3 grants).

How large is Pin-Wei & Grace Chen Charitable?

Pin-Wei & Grace Chen Charitable reported $418K in total assets on its 2025 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Pin-Wei & Grace Chen Charitable's EIN?

Pin-Wei & Grace Chen Charitable's EIN (Employer Identification Number) is 77-0471801. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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