Sze Family Charitable Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Sze Family Charitable Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 47-6437037
Foundation Overview
Based in Cambridge, MA, Sze Family Charitable Foundation has awarded 24 grants totaling $396,600 to organizations in California, Massachusetts and 5 other states across the US. Individual grants range from $1,000 to $100,000, with a median award of $5,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
58% of grants are awarded in California, with additional funding distributed across 6 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in Oakland (36%), San Francisco (36%), Berkeley (14%).
Funding Trajectory
Strong 267% growth in annual giving over 6 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on community projects (47%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Sze Family Charitable Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Chinese Cultural Foundation Of Sf | $10,000 | San Francisco, CA, US | Cultural, Art And Education | 2023 |
| President & Fellows Of Harvard College Alumni And Development Services | $100,000 | Cambridge, MA, US | Various | 2023 |
| Boston Chinatown Neighborhood Center | $5,000 | Boston, MA, US | Children's And Youth Services | 2022 |
| Chinese Cultural Foundation Of Sf | $20,000 | San Francisco, CA, US | Cultural, Art And Education | 2022 |
| Boston Chinatown Neighborhood Center | $5,000 | Boston, MA, US | Children's And Youth Services | 2022 |
| Chinese Cultural Foundation Of Sf | $20,000 | San Francisco, CA, US | Cultural, Art And Education | 2022 |
| Boston Chinatown Neighborhood Center | $5,000 | Boston, MA, US | Children's And Youth Services | 2022 |
| Chinese Cultural Foundation Of Sf | $20,000 | San Francisco, CA, US | Cultural, Art And Education | 2022 |
| Asian Health Services | $7,500 | Oakland, CA, US | Hospitals And Primary Medical Care Facilities | 2021 |
| Bay Area Trauma Recovery Clinic | $7,500 | Berkeley, CA, US | Mental Health Care Services | 2021 |
| President & Fellows Of Harvard College Alumni And Development Services | $100,000 | Cambridge, MA, US | Various | 2021 |
| Fruit Trees For Homeless | $5,000 | Pittsburgh, PA, US | Various | 2021 |
| Amazonwatchorgwork | $5,000 | Oakland, CA, US | Various | 2021 |
| Asian Health Services | $5,000 | Oakland, CA, US | Hospitals And Primary Medical Care Facilities | 2020 |
| Dream Corps | $5,000 | Oakland, CA, US | Civil Rights | 2020 |
| Waterorg | $5,000 | Kansas City, MO, US | Relief Services | 2020 |
| Alameda County Comm Food Bank | $5,000 | Oakland, CA, US | Food Bank | 2020 |
| Bay Area Trauma Recovery Clinic | $5,000 | Berkeley, CA, US | Mental Health Care Services | 2020 |
| Social Good Fund | $5,000 | Richmond, CA, US | Public Services | 2020 |
| The America Gives Hope Foundation | $5,600 | Norwalk, CT, US | International Relief | 2018 |
| Chinese Cultural Foundation Of Sf | $5,000 | San Francisco, CA, US | Cultural, Art And Education | 2018 |
| St Mark's Episcopal Church | $1,000 | Palo Alto, CA, US | Religious | 2018 |
| Raices-leaf | $15,000 | San Antonio, TX, US | Refugee Aid Project | 2018 |
| The Climate Reality Project | $30,000 | Washington, DC, US | Find Global Solutions To Climate Crisis | 2017 |
Foundations Similar to Sze Family Charitable Foundation
Discover 5 foundations with comparable assets ($378,890-$388,356), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Caldwell Foundation Co Robert Stewart Pc
EIN: 04-6902006 | 12 grants awarded |
$379,743
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$10,000
median grant |
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The Fritsch Foundation Inc
EIN: 47-3974944 | 2 grants awarded |
$378,890
(≈ Similar) |
$3,955
median grant |
Weymouth, MA
Same state |
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|
Bond Bros Foundation Inc
EIN: 26-3632089 | 288 grants awarded |
$383,537
(≈ Similar) |
$3,000
median grant |
Medford, MA
Same state |
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The Handshake Foundation Trust
EIN: 04-6931913 | 48 grants awarded |
$387,067
(≈ Similar) |
$4,000
median grant |
Boston, MA
Same state |
|
|
Lusitania Institute Inc
EIN: 04-2318156 | 37 grants awarded |
$388,356
(≈ Similar) |
$5,000
median grant |
Ludlow, MA
Same state |
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Contact Information
Official contact details for Sze Family Charitable Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 47-6437037 |
| Website | N/A |
| Address | 130 MOUNT AUBURN ST APT 401 Cambridge, MA 02138-5779 |
Key People (5)
Board members, trustees, and key staff who oversee Sze Family Charitable Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Nien Dak Sze |
|---|---|
| Trustee | Cecilia Sze |
| Trustee | Michael Sze |
| Trustee | Camille W Sze |
| Trustee | Jocelyn A Sze |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Sze Family Charitable Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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