Yu Charitable & Educational Foundation
Yu Charitable & Educational Foundation is a private foundation focused on Human Services, based in Hayward, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 2 grants totaling $2K. Net investment income was $49K.
Yu Charitable & Educational Foundation at a glance
In short: Yu Charitable & Educational Foundation gave $2K across 2 grants in 2025 (avg $1K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,200
- Grants made (2025)
- 2
- Average grant
- $1,100
- Median grant
- $1,100
- Total assets
- $1,572,555
- -0.3% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Yu Charitable & Educational Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Castro Valley High School ($1K). Together the top 2 received $2K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Yu Charitable & Educational Foundation gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 69% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $2K (2025) to $81K (2020). In 2025 it made 2 grants totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Castro Valley High School Castro Valley, CA | Support | $1,200 |
| Wealth by Health Foundation Los Angeles, CA | Support | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,572,555 | $48,611 | $53,938 | $2,200 | 2 | $53,938 | $48,611 | $78,110 |
| 2024 | $1,577,897 | $61,214 | $75,983 | — | — | $75,983 | $61,214 | $77,310 |
| 2023 | $1,592,880 | $76,303 | $58,937 | $4,140 | 3 | $58,937 | $76,303 | $75,789 |
| 2022 | $1,575,248 | $12,752 | $69,248 | $2,235 | 3 | $69,248 | $34,324 | $68,188 |
| 2021 | $1,631,488 | $73,664 | $63,732 | — | — | $63,732 | $102,693 | $82,324 |
| 2020 | $1,621,556 | $95,770 | $95,504 | $80,500 | 11 | — | $94,245 | — |
Under IRS private-foundation payout rules, Yu Charitable & Educational Foundation reported a distributable amount of $78K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Yu Charitable & Educational Foundation is led by Rosaline Yu, CEO on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Rosaline Yu
CEO
On filings since 2020
20 hrs/week
No compensation reported
Benny Yu
CFO
On filings since 2020
40 hrs/week
$580 (2023) → $0 (2025)
Charlene Yu
Secretary
On filings since 2022
20 hrs/week
$550 (2023) → $0 (2025)
Former officers (1)
- Former: Andy Yu (2021) — Secretary
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $580, to Benny Yu (CFO). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Yu Charitable & Educational Foundation
How much does Yu Charitable & Educational Foundation give each year?
Yu Charitable & Educational Foundation gave $2K across 2 grants in 2025, according to its 2025 IRS Form 990-PF.
How large is Yu Charitable & Educational Foundation?
Yu Charitable & Educational Foundation reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $78K (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 Yu Charitable & Educational Foundation?
Yu Charitable & Educational Foundation is a private foundation focused on Human Services, based in Hayward, CA. It holds $1.6M in total assets as of 2025.
Where does Yu Charitable & Educational Foundation operate?
Yu Charitable & Educational Foundation has awarded grants in California, District of Columbia, Massachusetts, Maine, Montana, New York, Virginia.
What is Yu Charitable & Educational Foundation's EIN?
Yu Charitable & Educational Foundation's EIN (Employer Identification Number) is 94-3347895. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Yu Charitable & Educational Foundation funds
Human Services Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Yu Charitable & Educational Foundation's focus areas in our free grants database
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