Taiwanese United Fund

Private foundation · Grantmaker Alhambra, CA EIN: 33-0317955

Taiwanese United Fund is a private foundation focused on Arts, Culture & Humanities, based in Alhambra, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $394K in total assets. In 2025, it made $30K in qualifying distributions. Net investment income was $29K.

Taiwanese United Fund at a glance

Total assets
$393,773
-0.4% vs 2024
Revenue (2025)
$39,968
+92.4% vs 2024
Qualifying distributions (2025)
$30,290
-12.3% vs 2024
Expenses (2025)
$35,002
-9.6% vs 2024
Latest 990 filing
Form 990-PF, 2025 View filing

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

How to apply to Taiwanese United Fund

Who Taiwanese United Fund funds

How this funder distributes its grants

Grant Size Distribution

6 grants across all recorded years

6<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 6 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

Hacienda HeightsAnn ArborFremontLos AngelesSan Gabriel

How Taiwanese United Fund gives

  • Giving held roughly steady from 2021 to 2024 (+0%). Method
  • In 2025 it paid out 125% of its IRS minimum distribution (the 5% rule). Method

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

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grant2021 3 grants2022 1 grant2023 1 grant2024 0 grants2025

From 2021 to 2024, annual grant giving ranged from $1K (2021) to $27K (2022). In 2024 it made 1 grant totaling $1K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Taiwanese American Chamber of Commerce of Greater Los Angeles San Gabriel, CACharity$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$393,773$39,968$35,002——$30,290$28,733$24,303
2024$395,501$20,774$38,730$1,0001$34,554$22,531$23,630
2023$432,531$31,847$38,524$2,5001$34,492$22,168$20,128
2022$439,191$37,712$53,210$27,0003$48,194$31,942$25,127
2021$454,533$59,776$46,185$1,0001—$28,108$11,320

Under IRS private-foundation payout rules, Taiwanese United Fund reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Taiwanese United Fund is led by Josephine Pan, President since 2025 (on filings since 2021); 1 of 15 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Josephine Pan

    President

    Director → President, 2025

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Amy Wu

    Director

    Vice President → Director, 2025

    On filings since 2021

    No compensation reported

  • Felix Wang

    Director

    Treasurer → Director, 2025

    On filings since 2021

    No compensation reported

  • Jerry Liu

    Director

    President → Director, 2025

    On filings since 2021

    No compensation reported

  • Nikki Depaola

    Director

    On filings since 2021

    No compensation reported

  • Raymond Yu

    Director

    On filings since 2021

    No compensation reported

  • Simon Cheng

    Director

    On filings since 2021

    No compensation reported

  • Christopher Balmaseda

    Director

    On filings since 2022

    No compensation reported

  • David Lee

    Director

    New on the 2025 filing

    No compensation reported

  • Peter Lin

    Director

    New on the 2025 filing

    No compensation reported

  • Stephanie Liao

    Office Manager

    Foundation Manager → Office Manager, 2023

    On filings since 2021

    10 hrs/week

    $5K (2022) → $6K (2025)

  • Rex Yu

    Treasurer

    Director → Treasurer, 2025

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Rick Hsu

    Vice President

    Secretary → Secretarty, 2024

    Secretarty → Vice President, 2025

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Warner Kuo

    Secretary

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Wei-Wei Chang

    Auditor

    New on the 2025 filing

    2 hrs/week

    No compensation reported

Former officers (9)
  • Former: Catherine Lin (2021–2024) — Vice President
  • Former: Penn Tseng (2021–2024) — Vice President
  • Former: Yung C. Kao (2021–2024) — Director
  • Former: Emilyn Cahn (2022–2024) — Director
  • Former: William Wei (2022–2024) — Director
  • Former: Y. Y. Lin (2021–2022) — Director
  • Former: Chi-Ting Peng (2021) — Director
  • Former: Joseph Chi (2021) — Director
  • Former: Tap-La Christopher Balmaseda (2021) — Director

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.

Compensation Overview

From 2025 IRS filing

Stephanie Liao — Office Manager: $6KStephanie LiaoOffice Manager$6K

The highest reported compensation on the 2025 filing was $6K, to Stephanie Liao (Office Manager).

Frequently asked questions about Taiwanese United Fund

How large is Taiwanese United Fund?

Taiwanese United Fund reported $394K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets).

What is Taiwanese United Fund?

Taiwanese United Fund is a private foundation focused on Arts, Culture & Humanities, based in Alhambra, CA. It holds $394K in total assets as of 2025.

Where does Taiwanese United Fund operate?

Taiwanese United Fund has awarded grants in California, Michigan.

What is Taiwanese United Fund's EIN?

Taiwanese United Fund's EIN (Employer Identification Number) is 33-0317955. 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.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Taiwanese United Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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