The Perspective Foundation
The Perspective Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Tracy, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 2 grants totaling $3K. Net investment income was $278K.
Key facts about The Perspective Foundation
In short: The Perspective Foundation gave $3K across 2 grants in 2025 (avg $1K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- EIN
- 27-1522887
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $2,900
- Grants made (2025)
- 2
- Average grant
- $1,450
- Median grant
- $1,450
- Total assets
- $1,201,880
- Primary geography
- Minnesota (76% 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
$1.2M
+1104.3% YoY
Annual Giving
$3K
+107.1% YoY
Grant Count
2
-50.0% YoY
Avg Grant Size
$1K
+314.3% YoY
Under IRS private-foundation payout rules, The Perspective Foundation reported a distributable amount of $644 for 2025 — the minimum it must pay out in qualifying distributions.
How The Perspective Foundation gives
- Giving grew 974% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). 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
Share of all 2 itemized 2025 grant dollars.
Cities
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
11 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Car Donation Foundation St Louis Park, MN | Help veterans with vehicles | $2,200 |
| Goodwill Tracy, CA | Help community people | $700 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,201,880 | $99,800 | $77,014 |
| Revenue | $93,020 | $61,749 | $70,000 |
| Expenses | $23,458 | $37,956 | $8,990 |
| Qualifying Distributions | $23,458 | $36,176 | $8,990 |
| Net Investment Income | $277,762 | $28,821 | — |
| Distributable Amount | $644 | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 12, 2024)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Officers and directors from IRS filings
The Perspective Foundation is led by Jun Chen, CEO on every filing since 2021; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jun Chen
CEO
On filings since 2021
10 hrs/week
No compensation reported
Mei Ju
CIO
COO → CMO, 2023
CMO → CIO, 2025
On filings since 2021
5 hrs/week
No compensation reported
Youhua Li
COO
On filings since 2023
5 hrs/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 The Perspective Foundation
How much does The Perspective Foundation give each year?
The Perspective Foundation gave $3K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1K across 4 grants.
How large is The Perspective Foundation?
The Perspective Foundation reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $644 (roughly 5% of its investment assets).
What is The Perspective Foundation?
The Perspective Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Tracy, CA. It holds $1.2M in total assets as of 2025.
Where does The Perspective Foundation operate?
The Perspective Foundation has awarded grants in California, District of Columbia, Minnesota, New York, Rhode Island.
What is The Perspective Foundation's EIN?
The Perspective Foundation's EIN (Employer Identification Number) is 27-1522887. 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.
Here's the math on researching The Perspective Foundation by hand.
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