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Private foundation (trust)EIN 476437037Est. 2015-06

SZE FAMILY CHARITABLE FOUNDATION

CAMBRIDGE, MA 02138

Total Assets

$380K

FY 2023

Annual Giving

$110K

FY 2023

Grants Made

2

FY 2023

Avg Grant

$55K

FY 2023

Grant Range

$10K–$100K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Expenses

$111K

Qualifying Distributions

$110K

Distributable Amount

$22K

Min. Investment Return

$22K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $125K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

19 grants

PRESIDENT & FELLOWS OF HARVARD COLLEGE ALUMNI AND DEVELOPMENT SERVICES
$200K
2 grants
CHINESE CULTURAL FOUNDATION OF SF
$35K
3 grants
RAICES-LEAF
$15K
1 grant
ASIAN HEALTH SERVICES
$13K
2 grants
BAY AREA TRAUMA RECOVERY CLINIC
$13K
2 grants
THE AMERICA GIVES HOPE FOUNDATION
$6K
1 grant
BOSTON CHINATOWN NEIGHBORHOOD CENTER
$5K
1 grant
FRUIT TREES FOR HOMELESS
$5K
1 grant

Grant Size Distribution

19 grants

<$10K
15
grants
$10–50K
2
grants
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Massachusetts
$205K
65% of total
California
$81K
26% of total
Texas
$15K
5% of total
Connecticut
$6K
2% of total
Pennsylvania
$5K
2% of total
Missouri
$5K
2% of total

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SZE FAMILY CHARITABLE FOUNDATION — Grants, Financials & Contact | Grantivo