Sze Family Charitable Foundation

EIN 476437037

Woburn, MA 01801 |(617) 876-8441

Total Given 2017–2023
$347K
20 grants · $50K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$5K
typical small grants · $5K–$11K
grant size
27%
balanced · 4/15 multi-year
repeat
$380K
Assets (2023)
15
Distinct Recipients

Focus Areas

Health

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone (617) 876-8441

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2017 $30K $565K $189K 1
2018 $27K $447K $44K 4
2020 $30K $610K $20K 6
2021 $125K $578K $154K 5
2022 $25K $362K $-23K 2
2023 $110K $380K $-28K 2

Grant Size Distribution

Based on 20 grants on record

Minimum
$1K
25th Pctl
$5K
Median
$5K
Average
$17K
75th Pctl
$11K
Maximum
$100K

Geographic Distribution

US Grant Distribution Map

Officers & Directors

NS
Nien Dak Sze 6+ yrs
Trustee
JS
Jocelyn a Sze 6+ yrs
Trustee
CS
Camille W Sze 6+ yrs
Trustee
MS
Michael Sze 6+ yrs
Trustee
CS
Cecilia Sze 6+ yrs
Trustee

Grants Awarded (20 total)

Purpose
President & Fellows of Harvard College Alumni and Development Services Cambridge, MA $100,000 VARIOUS 2021
President & Fellows of Harvard College Alumni and Development Services Cambridge, MA $100,000 VARIOUS 2023
The Climate Reality Project Washington, DC $30,000 FIND GLOBAL SOLUTIONS TO CLIMATE CRISIS 2017
Chinese Cultural Foundation of Sf San Francisco, CA $20,000 CULTURAL, ART AND EDUCATION 2022
Raices-Leaf San Antonio, TX $15,000 REFUGEE AID PROJECT 2018
Chinese Cultural Foundation of Sf San Francisco, CA $10,000 CULTURAL, ART AND EDUCATION 2023
Asian Health Services Oakland, CA $7,500 HOSPITALS AND PRIMARY MEDICAL CARE FACILITIES 2021
Bay Area Trauma Recovery Clinic Berkeley, CA $7,500 MENTAL HEALTH CARE SERVICES 2021
The America Gives Hope Foundation Norwalk, CT $5,600 INTERNATIONAL RELIEF 2018
Asian Health Services Oakland, CA $5,000 HOSPITALS AND PRIMARY MEDICAL CARE FACILITIES 2020
Dream Corps Oakland, CA $5,000 CIVIL RIGHTS 2020
Waterorg Kansas City, MO $5,000 RELIEF SERVICES 2020
Alameda County Comm Food Bank Oakland, CA $5,000 FOOD BANK 2020
Bay Area Trauma Recovery Clinic Berkeley, CA $5,000 MENTAL HEALTH CARE SERVICES 2020
Social Good Fund Richmond, CA $5,000 PUBLIC SERVICES 2020
Fruit Trees for Homeless Pittsburgh, PA $5,000 VARIOUS 2021
Amazonwatchorgwork Oakland, CA $5,000 VARIOUS 2021
Boston Chinatown Neighborhood Center Boston, MA $5,000 CHILDREN'S AND YOUTH SERVICES 2022
Chinese Cultural Foundation of Sf San Francisco, CA $5,000 CULTURAL, ART AND EDUCATION 2018
St Mark'S Episcopal Church Palo Alto, CA $1,000 RELIGIOUS 2018