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

+0.0% YoY

Avg Grant Size

$4.0M

+11.1% YoY

Under IRS private-foundation payout rules, Y & H Soda Foundation reported a distributable amount of $5.1M for 2024 — the minimum it must pay out in qualifying distributions.

About Y & H Soda Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $18.5M (100%)

States

California

Cities

See Grant Statement

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Open Grants

1 open opportunity from Y & H Soda Foundation

Foundation

Y&H Soda Foundation Grant Program

Y & H Soda Foundation

Amount

US $25,000 - US $150,000

Deadline

Rolling / Open

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Grant Statement ($4,040,000).

Recipient	Purpose	Amount
See Grant Statement See Grant Statement, CA	Charitable	$4,040,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Alfred Dossa	Director	5	$40,000
Judith A Murphy	Treasurer	5	$40,000
James Dye	Secretary	5	$40,000
William McLeod	Director	5	$10,000
Rosemary Soda	Vice Chairman	5	$40,000
Diana Bermudez	Chairman	5	$40,000

Frequently Asked Questions

How large is Y & H Soda Foundation?

As of 2024, Y & H Soda Foundation holds $103.9M in total assets with $9.1M in annual revenue. It awarded 1 grants totaling $4.0M in 2024.

Where does Y & H Soda Foundation operate?

Y & H Soda Foundation has awarded grants in California.

What size grants does Y & H Soda Foundation award?

In 2024, Y & H Soda Foundation awarded 1 grants totaling $4.0M — an average of about $4.0M per grant, based on its IRS Form 990 filings.

How much is Y & H Soda Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Y & H Soda Foundation reported a distributable amount of $5.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.