S & R Foundation

Private foundation · Grantmaker Fremont, CA EIN: 26-3576329

S & R Foundation is a private foundation, based in Fremont, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $191K in total assets. In 2025, it awarded 9 grants totaling $13K. Net investment income was $61K.

Key facts about S & R Foundation

In short: S & R Foundation gave $13K across 9 grants in 2025 (avg $1K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
26-3576329
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$13,015
Grants made (2025)
9
Average grant
$1,446
Median grant
$50
Total assets
$191,208
Primary geography
New York (79% 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

$191K

+5.9% YoY

Annual Giving

$13K

-70.6% YoY

Grant Count

9

+125.0% YoY

Avg Grant Size

$1K

-87.0% YoY

Under IRS private-foundation payout rules, S & R Foundation reported a distributable amount of $61K for 2025 — the minimum it must pay out in qualifying distributions.

How S & R Foundation gives

  • Giving grew 842% from 2022 to 2025. Method
  • In 2025 it paid out 99% 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

3states

Share of all 9 itemized 2025 grant dollars.

Cities

Union CityOaklandMaryknollWashingtonNew YorkUkiahYonkers

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K1 grants20211 grants20229 grants20234 grants20249 grants2025

From 2021 to 2025, annual grant giving ranged from $391 (2021) to $44K (2024). In 2025 it made 9 grants totaling $13K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Maryknoll Sisters: $10K across 2 grantsMaryknoll Sisters$10K · 2 grantsOur Lady of Rosary Church: $2KOur Lady of Rosary Church$2KDharma Realm Buddhist Association: $800Dharma Realm BuddhistAssociation$800Bishop's Ministries Appeal: $50Bishop's Ministries Appeal$50Roman Catholic Bishop of Oakland: $40Roman Catholic Bishop ofOakland$40Propagation of the Faith: $10Propagation of the Faith$10Retirement Fund for the Religious: $10Retirement Fund for theReligious$10The Catholic Campaign for Human Development: $10The Catholic Campaign forHuman Development$10

The largest 2025 recipient was Maryknoll Sisters ($10K across 2 grants). Together the top 8 received $13K.

Grant Size Distribution

24 grants across all recorded years

24<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 24 grants of 24 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Maryknoll Sisters Maryknoll, NYCharitable$10,240
Our Lady of Rosary Church Union City, CACharitable$1,790
Dharma Realm Buddhist Association Ukiah, CACharitable$800
Maryknoll Sisters Maryknoll, NYCharitable$65
Bishop's Ministries Appeal Oakland, CACharitable$50
Roman Catholic Bishop of Oakland Oakland, CACharitable$40
Propagation of the Faith Oakland, CACharitable$10
Retirement Fund for the Religious Washington, DCCharitable$10
The Catholic Campaign for Human Development Washington, DCCharitable$10

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K20212022202320242025
Metric202520242023
Total Assets$191,208$180,625$171,832
Revenue$61,361$92,796$19,172
Expenses$60,710$84,083$49,308
Qualifying Distributions$60,710$81,547$39,991
Net Investment Income$61,361$92,530$19,172
Distributable Amount$61,065$50,613$39,586

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS January 13, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 9, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS January 11, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS January 20, 2025)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 10, 2026)
  6. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

S & R Foundation is led by Piu-Ying Chu, CEO on every filing since 2021; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Piu-Ying Chu

    CEO

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Stephanie C. Chu

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Pamela Chu

    CFO

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Ryan M. Chu

    CFO

    On filings since 2023

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2021–2025. "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 S & R Foundation

How much does S & R Foundation give each year?

S & R Foundation gave $13K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $44K across 4 grants.

What is S & R Foundation's typical grant size?

S & R Foundation's median grant in 2025 was $50, and its average grant was $1,446, across 9 grants on its 2025 IRS Form 990-PF.

Where does S & R Foundation give grants?

S & R Foundation gives mostly in New York: 79% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (21%). The most frequent recipient cities were Oakland, CA (3 grants), Maryknoll, NY (2 grants) and Washington, DC (2 grants).

Does S & R Foundation give general operating support?

Not in 2025: none of the 9 grants with a stated purpose on S & R Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (9 grants).

Who are S & R Foundation's largest grantees?

S & R Foundation's largest 2025 grantees include Maryknoll Sisters ($10,305 across 2 grants), Our Lady of Rosary Church ($1,790) and Dharma Realm Buddhist Association ($800), according to its 2025 IRS Form 990-PF. Together they received 99% of its itemized 2025 grant dollars.

How large is S & R Foundation?

S & R Foundation reported $191K in total assets on its 2025 IRS Form 990-PF. It paid out $61K in qualifying distributions that year, against a required minimum of $61K (roughly 5% of its investment assets).

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 2021–2025.

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

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