Yao Yuan Sze Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
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.
About Yao Yuan Sze Foundation
Based on IRS filings
Yao Yuan Sze Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Overlake Medial Center Foundation ($100,000), Overlake Medial Center Foundation ($100,000), Whittier College ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ARK INSTITUTE OF LEARNING TACOMA, WA | EDUCATION | $5,000 |
| OVERLAKE MEDIAL CENTER FOUNDATION BELLEVUE, WA | EDUCATION | $100,000 |
| OVERLAKE MEDIAL CENTER FOUNDATION BELLEVUE, WA | MEDICAL | $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 |
| WHITTIER COLLEGE WHITTIER, CA | EDUCATION | $100,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PAUL F SUN | TREASURER/DIRECTOR | — | — |
| JOAN SUN | PRESIDENT/DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Yao Yuan Sze Foundation?
Yao Yuan Sze Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BELLEVUE, WA. It holds $6.8M in total assets as of 2025.
How large is Yao Yuan Sze Foundation?
As of 2025, Yao Yuan Sze Foundation holds $6.8M in total assets with $367K in annual revenue. It awarded 7 grants totaling $430K in 2025.
Where does Yao Yuan Sze Foundation operate?
Yao Yuan Sze Foundation has awarded grants in California, Nevada, Tennessee, Washington.
What size grants does Yao Yuan Sze Foundation award?
In 2025, Yao Yuan Sze Foundation awarded 7 grants totaling $430K — an average of about $61K per grant, based on its IRS Form 990 filings.
How much is Yao Yuan Sze Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Yao Yuan Sze Foundation reported a distributable amount of $517K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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