Yuan & Shen Family Foundation
Yuan & Shen Family Foundation is a private foundation, based in Saratoga, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $42K in total assets. In 2025, it made $244 in qualifying distributions.
Yuan & Shen Family Foundation at a glance
- Total assets
- $41,648
- +0.3% vs 2024
- Qualifying distributions (2025)
- $244
- -92.4% vs 2024
- Expenses (2025)
- $244
- -92.4% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Yuan & Shen Family Foundation funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Yuan & Shen Family Foundation gives
- In 2025 it paid out 21% 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 2022 to 2024, annual grant giving ranged from $2K (2022) to $2K (2024). In 2024 it made 3 grants totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ohio State University Foundation Columbus, OH | Educational | $1,000 |
| Portal School Community Organizion San Jose, CA | Educational | $750 |
| Blue Hill Educational Fund Saratoga, CA | Educational | $600 |
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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 | $41,648 | — | $244 | — | — | $244 | — | $1,137 |
| 2024 | $41,527 | $-3,667 | $3,200 | $2,350 | 3 | $3,200 | — | $762 |
| 2023 | $47,961 | $4 | $879 | — | — | $875 | — | $994 |
| 2022 | $48,836 | $-8,649 | $2,965 | $2,000 | 1 | $2,924 | — | $1,315 |
| 2021 | $60,450 | $65,450 | $5,000 | — | — | — | $2,623 | $2,433 |
Under IRS private-foundation payout rules, Yuan & Shen Family Foundation reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Yuan & Shen Family Foundation is led by Zhe Yuan, CEO on every filing since 2021; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Zhe Yuan
CEO
On filings since 2021
2 hrs/week
No compensation reported
Yanping Shen
CFO
On filings since 2021
2 hrs/week
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 Yuan & Shen Family Foundation
How large is Yuan & Shen Family Foundation?
Yuan & Shen Family Foundation reported $42K in total assets on its 2025 IRS Form 990-PF. It paid out $244 in qualifying distributions that year, against a required minimum of $1K (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.
Where does Yuan & Shen Family Foundation operate?
Yuan & Shen Family Foundation has awarded grants in California, Ohio.
What is Yuan & Shen Family Foundation's EIN?
Yuan & Shen Family Foundation's EIN (Employer Identification Number) is 85-4175610. 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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 8, 2026)
- IRS filings on file for fiscal years 2021–2025
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