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Private foundation (trust)EIN 941611668Est. 1968-06

Y & H Soda Foundation

Moraga, CA 94556

Accepts unsolicited proposals

Total Assets

$103.9M

FY 2024

Annual Giving

$4.0M

FY 2024

Grants Made

1

FY 2024

Avg Grant

$4.0M

FY 2024

Grant Range

$4.0M–$4.0M

Typical

Deadlines

See Statement 13

Applications

Financial Snapshot

2024 filing

Total Revenue

$9.1M

Total Expenses

$7.3M

Qualifying Distributions

$5.4M

Distributable Amount

$5.1M

Min. Investment Return

$5.0M

Undistributed Income

$390K

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

4 years

Giving over time from 2020 to 2024. Peak $4.0M in 2024. Hover bars for details.

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

Top Recipients

4 grants

See Grant Statement
$15.4M
4 grants

Grant Size Distribution

4 grants

<$10K
$10–50K
$50–250K
$250K–1M
$1–5M
4
grants
$5M+

Geographic Focus

1 states

California
$15.4M
100% of total

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Y & H Soda Foundation — Grants, Financials & Contact | Grantivo