S & R Foundation

FREMONT, CA EIN: 26-3576329

S & R Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FREMONT, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $181K in total assets. In 2024, it awarded 4 grants totaling $44K. Net investment income was $93K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$181K

+5.1% YoY

Annual Giving

$44K

+1263.2% YoY

Grant Count

4

-55.6% YoY

Avg Grant Size

$11K

+2967.2% YoY

Under IRS private-foundation payout rules, S & R Foundation reported a distributable amount of $51K for 2024 — the minimum it must pay out in qualifying distributions.

About S & R Foundation

Based on IRS filings

S & R Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FREMONT, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $181K in total assets. In 2024, it awarded 4 grants totaling $44K. Net investment income was $93K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

New YorkUnion CityYonkers

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$26K$51K$77K$102K2021202220232024
Metric202420232022
Total Assets$180,625$171,832$201,968
Revenue$92,796$19,172$8,046
Expenses$84,083$49,308$18,574
Qualifying Distributions$81,547$39,991$9,293
Net Investment Income$92,530$19,172$8,046
Distributable Amount$50,613$39,586$38,944

Giving Over Time

Total grant dollars and number of grants per year

$0$11K$22K$33K$44K1 grants20211 grants20229 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Olivia Yih Charitable Fo…$43KOur Lady of Rosary Church$1KUntermyer Gardens Conser…$21St Patrick's Cathedral$20

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Olivia Yih Charitable Foundation ($43,000), Our Lady of Rosary Church ($1,290), Untermyer Gardens Conservancy ($21).

RecipientPurposeAmount
Our Lady of Rosary Church Union City, CACharitable$1,290
Olivia Yih Charitable Foundation Charitable$43,000
St Patrick's Cathedral New York, NYCharitable$20
Untermyer Gardens Conservancy Yonkers, NYCharitable$21

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
PIU-YING CHUCEO2
PAMELA CHUCFO2
STEPHANIE C CHUDirector1
RYAN M CHUCFO1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is S & R Foundation?

S & R Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FREMONT, CA. It holds $181K in total assets as of 2024.

How large is S & R Foundation?

As of 2024, S & R Foundation holds $181K in total assets with $93K in annual revenue. It awarded 4 grants totaling $44K in 2024.

Where does S & R Foundation operate?

S & R Foundation has awarded grants in California, New York.

What size grants does S & R Foundation award?

In 2024, S & R Foundation awarded 4 grants totaling $44K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is S & R Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, S & R Foundation reported a distributable amount of $51K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is S & R Foundation's EIN?

S & R Foundation's EIN (Employer Identification Number) is 26-3576329. IRS Form 990 filing data is available on this page for 2021–2024.

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

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