Y & H Soda Foundation

MORAGA, CA EIN: 94-1611668

Y & H Soda Foundation is a private foundation, based in MORAGA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $103.9M in total assets. In 2024, it awarded 1 grants totaling $4.0M. Net investment income was $6.9M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$103.9M

+4.1% YoY

Annual Giving

$4.0M

+11.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$4.0M

+11.1% YoY

About Y & H Soda Foundation

Based on IRS filings

Y & H Soda Foundation is a private foundation, based in MORAGA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $103.9M in total assets. In 2024, it awarded 1 grants totaling $4.0M. Net investment income was $6.9M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

See Grant Statement

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$5M$8M$11M20202021202220232024
Metric202420232022
Total Assets$103,897,544$99,759,601$100,271,506
Revenue$9,138,763$1,009,790$473,380
Expenses$7,258,893$7,594,835$6,952,689
Qualifying Distributions$5,403,022$5,076,987$4,973,575
Net Investment Income$6,857,109$877,380$1,335,293
Distributable Amount$5,133,154$4,848,187$5,382,652

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

See Grant Statement$4.0M

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M5$1–5M$5M+

Open Grants

1 open opportunity from Y & H Soda Foundation

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Alfred DossaDirector$40KJudith A MurphyTreasurer$40KJames DyeSecretary$40KRosemary SodaVice Chairman$40KDiana BermudezChairman$40KWilliam McLeodDirector$10K

From 2024 filing

NameTitleHoursCompensation
Alfred DossaDirector5$40,000
Judith A MurphyTreasurer5$40,000
James DyeSecretary5$40,000
William McLeodDirector5$10,000
Rosemary SodaVice Chairman5$40,000
Diana BermudezChairman5$40,000

Related Funders

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

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