Yao Yuan SZE Foundation

Private foundation · Grantmaker Bellevue, WA EIN: 91-2161365

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

4states

Share of 2025 grant dollars across all 7 itemized grants.

Cities

Las VegasTacomaWhittierBellevueMemphisSeattle

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K7 grants2021 11 grants2022 7 grants2023 9 grants2024 7 grants2025

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

Overlake Medial Center Foundation: $275K across 3 grantsOverlake Medial CenterFoundation$275K · 3 grantsWhittier College: $100KWhittier College$100KSouthern Nevada Public Television: $50K across 2 grantsSouthern Nevada PublicTelevision$50K · 2 grantsArk Institute of Learning: $5KArk Institute of Learning$5K

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

22<$50K10$50–100K8$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 22 grants of 41 (54%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Overlake Medial Center Foundation Bellevue, WAEducation$100,000
Overlake Medial Center Foundation Bellevue, WAMedical$100,000
Whittier College Whittier, CAEducation$100,000
Overlake Medial Center Foundation Bellevue, WAHEALTH$75,000
Southern Nevada Public Television Las Vegas, NVEducation$25,000
Southern Nevada Public Television Las Vegas, NVEducation$25,000
Ark Institute of Learning Tacoma, WAEducation$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2021 2022 2023 2024 2025
Metric202520242023
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

  1. 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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