Stephen and Aegean Family Foundation
Stephen and Aegean Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JOSE, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $235K in total assets. In 2025, it awarded 2 grants totaling $889. Net investment income was $8K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$235K
+2.3% YoY
Annual Giving
$889
+1.7% YoY
Grant Count
2
-66.7% YoY
Avg Grant Size
$444.5
+205.1% YoY
Under IRS private-foundation payout rules, Stephen and Aegean Family Foundation reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.
About Stephen and Aegean Family Foundation
Based on IRS filings
Stephen and Aegean Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JOSE, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $235K in total assets. In 2025, it awarded 2 grants totaling $889. Net investment income was $8K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $234,683 | $229,346 | $224,014 |
| Revenue | $7,516 | $7,500 | $7,500 |
| Expenses | $2,179 | $2,168 | $8,968 |
| Qualifying Distributions | $2,179 | $2,168 | $8,968 |
| Net Investment Income | $7,516 | $7,500 | $7,500 |
| Distributable Amount | $11,312 | $11,046 | $10,947 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Double Portion Media ($510), California Academy of Sciences ($379).
| Recipient | Purpose | Amount |
|---|---|---|
| Double Portion Media Santa Clara, CA | To produce high-quality programs, convey positive values, and expand community services; To spread love and blessings to Chinese people near and far, combining faith and action to create community influence. | $510 |
| California Academy of Sciences San Francisco, CA | To regenerate the natural world through science, learning, and collaboration. | $379 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WEI-PING S SUN | President & CEO | 2 | — |
| I-CHIN A LEE | Secretary | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Stephen and Aegean Family Foundation?
Stephen and Aegean Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JOSE, CA. It holds $235K in total assets as of 2025.
How large is Stephen and Aegean Family Foundation?
As of 2025, Stephen and Aegean Family Foundation holds $235K in total assets with $8K in annual revenue. It awarded 2 grants totaling $889 in 2025.
Where does Stephen and Aegean Family Foundation operate?
Stephen and Aegean Family Foundation has awarded grants in California, Colorado, Delaware, Florida, Utah.
What size grants does Stephen and Aegean Family Foundation award?
In 2025, Stephen and Aegean Family Foundation awarded 2 grants totaling $889 — an average of about $444.5 per grant, based on its IRS Form 990 filings.
How much is Stephen and Aegean Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Stephen and Aegean Family Foundation reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Stephen and Aegean Family Foundation's EIN?
Stephen and Aegean Family Foundation's EIN (Employer Identification Number) is 27-1173211. IRS Form 990 filing data is available on this page for 2020–2025.
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Browse active grant opportunities in Stephen and Aegean Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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