Yao Yuan SZE Foundation
Yao Yuan SZE Foundation is a private foundation, based in Bellevue, WA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $6.8M in total assets. In 2025, it awarded 7 grants totaling $430K. Net investment income was $288K.
Key facts about Yao Yuan SZE Foundation
In short: Yao Yuan SZE Foundation gave $430K across 7 grants in 2025 (avg $61K), mostly in Washington. Source: 2025 IRS Form 990-PF.
- EIN
- 91-2161365
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $430,000
- Grants made (2025)
- 7
- Average grant
- $61,429
- Median grant
- $75,000
- Total assets
- $6,794,175
- Primary geography
- Washington (65% 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
$6.8M
-2.0% YoY
Annual Giving
$430K
-9.5% YoY
Grant Count
7
-22.2% YoY
Avg Grant Size
$61K
+16.4% YoY
Under IRS private-foundation payout rules, Yao Yuan SZE Foundation reported a distributable amount of $517K for 2025 — the minimum it must pay out in qualifying distributions.
How Yao Yuan SZE Foundation gives
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 83% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2025 grant dollars across all 7 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $380K (2021) to $475K (2024). In 2025 it made 7 grants totaling $430K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Overlake Medial Center Foundation ($275K across 3 grants). Together the top 4 received $430K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 22 grants of 41 (54%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Overlake Medial Center Foundation Bellevue, WA | Education | $100,000 |
| Overlake Medial Center Foundation Bellevue, WA | Medical | $100,000 |
| Whittier College Whittier, CA | Education | $100,000 |
| Overlake Medial Center Foundation Bellevue, WA | HEALTH | $75,000 |
| Southern Nevada Public Television Las Vegas, NV | Education | $25,000 |
| Southern Nevada Public Television Las Vegas, NV | Education | $25,000 |
| Ark Institute of Learning Tacoma, WA | Education | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,794,175 | $6,936,350 | $7,221,219 |
| Revenue | $367,401 | $257,027 | $515,485 |
| Expenses | $509,576 | $541,896 | $527,646 |
| Qualifying Distributions | $430,000 | $475,000 | $465,000 |
| Net Investment Income | $287,825 | $204,596 | $515,485 |
| Distributable Amount | $517,298 | $495,083 | $438,052 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Yao Yuan SZE Foundation is led by Joan Sun, President & Director on every filing since 2021; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Joan Sun
President & Director
On filings since 2021
No compensation reported
Paul F. Sun
Treasurer & Director
On filings since 2021
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 Yao Yuan SZE Foundation
How much does Yao Yuan SZE Foundation give each year?
Yao Yuan SZE Foundation gave $430K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $475K across 9 grants.
What is Yao Yuan SZE Foundation's typical grant size?
Yao Yuan SZE Foundation's median grant in 2025 was $75,000, and its average grant was $61,429, across 7 grants on its 2025 IRS Form 990-PF.
Where does Yao Yuan SZE Foundation give grants?
Yao Yuan SZE Foundation gives mostly in Washington: 65% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (23%) and Nevada (12%). The most frequent recipient cities were Bellevue, WA (3 grants) and Las Vegas, NV (2 grants).
Does Yao Yuan SZE Foundation give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on Yao Yuan SZE Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (5 grants).
Who are Yao Yuan SZE Foundation's largest grantees?
Yao Yuan SZE Foundation's largest 2025 grantees include Overlake Medial Center Foundation ($275,000 across 3 grants), Whittier College ($100,000) and Southern Nevada Public Television ($50,000 across 2 grants), according to its 2025 IRS Form 990-PF. Together they received 99% of its itemized 2025 grant dollars.
How large is Yao Yuan SZE Foundation?
Yao Yuan SZE Foundation reported $6.8M in total assets on its 2025 IRS Form 990-PF. It paid out $430K in qualifying distributions that year, against a required minimum of $517K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Yao Yuan SZE Foundation's EIN?
Yao Yuan SZE Foundation's EIN (Employer Identification Number) is 91-2161365. 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.
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