SZE FAMILY CHARITABLE FOUNDATION

Cite this

Plain text SZE FAMILY CHARITABLE FOUNDATION. furp.org, nonprofit organization profile, tax years 2014–2024. https://furp.org/org/sze-family-charitable-foundation-476437037. Retrieved 2026-10-24.

APA furp.org. (n.d.). SZE FAMILY CHARITABLE FOUNDATION [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 24, 2026, from https://furp.org/org/sze-family-charitable-foundation-476437037

MLA “SZE FAMILY CHARITABLE FOUNDATION.” furp.org, tax years 2014–2024, https://furp.org/org/sze-family-charitable-foundation-476437037. Accessed 24 Oct. 2026.

Retrieved 2026-10-24; covers tax years 2014–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $8K · expenses $14K · assets $432K

EIN
47-6437037
Address
130 MOUNT AUBURN ST APT 401, CAMBRIDGE, MA 02138-5779
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
June 2015 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 5 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

5 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Cecilia Sze TRUSTEE2014-2024 1 $0 reported 1
Michael Sze TRUSTEE2017-2024 1 $0 reported 1
Camille W Sze TRUSTEE2017-2024 1 $0 reported 1
Jocelyn A Sze TRUSTEE2017-2024 1 $0 reported 1
Nien Dak Sze (former) TRUSTEE2014-2023 1 $0 reported 1

People by year

2024 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CECILIA SZE TRUSTEE1 $0-$0 $01
MICHAEL SZE TRUSTEE1 $0-$0 $01
CAMILLE W SZE TRUSTEE1 $0-$0 $01
JOCELYN A SZE TRUSTEE1 $0-$0 $01
2023 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NIEN DAK SZE TRUSTEE1 $0-$0 $01
CECILIA SZE TRUSTEE1 $0-$0 $01
MICHAEL SZE TRUSTEE1 $0-$0 $01
CAMILLE W SZE TRUSTEE1 $0-$0 $01
JOCELYN A SZE TRUSTEE1 $0-$0 $01
2022 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NIEN DAK SZE TRUSTEE1 $0-$0 $01
CECILIA SZE TRUSTEE1 $0-$0 $01
MICHAEL SZE TRUSTEE1 $0-$0 $01
CAMILLE W SZE TRUSTEE1 $0-$0 $01
JOCELYN A SZE TRUSTEE1 $0-$0 $01
2021 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NIEN DAK SZE TRUSTEE1 $0-$0 $01
CECILIA SZE TRUSTEE1 $0-$0 $01
MICHAEL SZE TRUSTEE1 $0-$0 $01
CAMILLE W SZE TRUSTEE1 $0-$0 $01
JOCELYN A SZE TRUSTEE1 $0-$0 $01
2020 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NIEN DAK SZE TRUSTEE1 $0-$0 $01
CECILIA SZE TRUSTEE1 $0-$0 $01
MICHAEL SZE TRUSTEE1 $0-$0 $01
CAMILLE W SZE TRUSTEE1 $0-$0 $01
JOCELYN A SZE TRUSTEE1 $0-$0 $01
2019 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NIEN DAK SZE TRUSTEE1 $0-$0 $01
CECILIA SZE TRUSTEE1 $0-$0 $01
MICHAEL SZE TRUSTEE1 $0-$0 $01
CAMILLE W SZE TRUSTEE1 $0-$0 $01
JOCELYN A SZE TRUSTEE1 $0-$0 $01
2018 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NIEN DAK SZE TRUSTEE1 $0-$0 $01
CECILIA SZE TRUSTEE1 $0-$0 $01
MICHAEL SZE TRUSTEE1 $0-$0 $01
CAMILLE W SZE TRUSTEE1 $0-$0 $01
JOCELYN A SZE TRUSTEE1 $0-$0 $01
2017 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NIEN DAK SZE TRUSTEE1 $0-$0 $01
CECILIA SZE TRUSTEE1 $0-$0 $01
MICHAEL SZE TRUSTEE1 $0-$0 $01
CAMILLE W SZE TRUSTEE1 $0-$0 $01
JOCELYN A SZE TRUSTEE1 $0-$0 $01
2015 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NIEN DAK SZE TRUSTEE1 $0-$0 $01
CECILIA SZE TRUSTEE1 $0-$0 $01
2014 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NIEN DAK SZE TRUSTEE1 $0-$0 $01
CECILIA SZE TRUSTEE1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2023 · 2 grants to organizations · $110K
2022 · 2 grants to organizations · $25K
2021 · 5 grants to organizations · $125K
2020 · 6 grants to organizations · $30K
2019 · 5 grants to organizations · $36K
2018 · 4 grants to organizations · $27K
2017 · 1 grant to organizations · $30K
2015 · 0 grants to organizations · $0 · 1 grant to individuals · $20K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2023 · 2 contributors · $100K
#ContributorTypeCity, stateTotalNoncashSource
1 CECILIA SZE Person CAMBRIDGE, MA $50,000- Form 990PF Sch. B, 2023 · filing
2 NIEN DAK SZE Person CAMBRIDGE, MA $50,000- Form 990PF Sch. B, 2023 · filing
2014 · 1 contributor · $292K
#ContributorTypeCity, stateTotalNoncashSource
1 NIEN DAK SZE Person CAMBRIDGE, MA $291,988- Form 990PF Sch. B, 2014 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$7,799$14,273 $431,514$431,514 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
-$28,348$111,289 $380,190$380,190 $100,000- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
-$23,262$36,887 $361,726$320,701 $3,160- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$154,072$129,241 $577,736$577,736 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$20,366$38,039 $610,469$610,469 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$96,308$44,206 $564,519$564,519 -- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$44,275$46,933 $446,754$388,655 -- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$189,078$30,716 $565,248$565,248 -- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$174,305$184,020 $256,393$256,393 -- ---
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$291,988$2,059 $266,108$266,108 $291,988- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
PDBK CHARITABLE FOUNDATIONMAT20 $7,227$4,831 Trustee$0 Same NTEE code T20, revenue within 2x, same state, similar name
SHOCAIR-REDA CHARITABLE FOUNDATION INCMAT20 $7,984$13,599 President$0 Same NTEE code T20, revenue within 2x, same state, similar name
STEVENS FAMILY FOUNDATIONMAT20 $8,890$87,327 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
MARION KANE FAMILY FOUNDATION INCMAT20 $8,973$52,004 CHIEF EXECUTIVE OFFICER$0 Same NTEE code T20, revenue within 2x, same state, similar name
ODONNELL FAMILY CHARITABLE TRUSTMAT20 $7,093$7,591 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
MARILYN MASON FOUNDATIONMAT20 $8,986$27,121 DIRECTOR$2,000 Same NTEE code T20, revenue within 2x, same state
THE SINGLETON FAMILY FOUNDATION UNDER SARAH Z SINGLETON LIVING TRMAT20 $7,933$14,857 Trustee$0 Same NTEE code T20, revenue within 2x, same state
RUMPHIUS FOUNDATIONMAT20 $6,567$6,071 President$0 Same NTEE code T20, revenue within 2x, same state
LARAINE COHEN LEVY FAM FOUNDATION TRMAT20 $9,556$55,627 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
WILLIAM R AND RUTH D CUMING CHAR FOUNDATIONMAT20 $7,837$37,603 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
NANCY S DRUKER MEMORIAL FOUNDATIONMAT20 $7,711$5,510 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
ANN ZELESKY-CAROL RYAN SCHOLARSHIP FOUNDATIONMAT20 $6,120$4,925 President$0 Same NTEE code T20, revenue within 2x, same state
TRUST FOR SEMINARIANS-AN AMERICAN DECORATIVE ARTS STUDY GROUPMAT20 $7,265$8,693 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
AMESBURY YOUTH FUNDING INCMAT20 $8,793$12,430 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
UNITY STREET SOCCERMAT20 $8,025$1,643 Trustee$0 Same NTEE code T20, revenue within 2x, same state
ODA FAMILY CHARITABLE FOUNDATIONTXT20 $7,464$39,251 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
MCFAMILY CHARITABLE FOUNDATIONMOT20 $6,446$16,536 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
BRUNELL FAMILY CHARITABLE FOUNDATION INCNYT20 $6,485$18,359 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
PETRA CHARITABLE FOUNDATIONWAT20 $8,451$19,661 GOVERNOR$0 Same NTEE code T20, revenue within 2x, similar name
BINDAL CHARITABLE FOUNDATIONNVT20 $6,776$7,611 President$0 Same NTEE code T20, revenue within 2x, similar name
EISEN CHARITABLE FOUNDATIONPAT20 $6,437$3,398 PRES$0 Same NTEE code T20, revenue within 2x, similar name
FORTE-STEIN CHARITABLE FOUNDATIONNCT20 $8,425$22,529 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
IGERSHEIM FAMILY CHARITABLE FOUNDATION LIMITEDFLT20 $6,344$48,489 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
AMN CHARITABLE FOUNDATION INCCAT20 $6,664$6,563 President$0 Same NTEE code T20, revenue within 2x, similar name
DSSR CHARITABLE FOUNDATION INCKST20 $7,036$2,434 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
KIRCHDORFER FOUNDATION INC Private foundation$73,0002 12019–2020 MICKELSON FAMILY FOUNDATION
HOMETOWN BANK COMMUNITY FOUNDATION INC Private foundation$2,5001 12025–2025 UNITY STREET SOCCER
SIPPRELLE CHARITABLE CORP Private foundation$5001 12015–2015 RUMPHIUS FOUNDATION
SRI & MADHAVI BEERAM FOUNDATION Private foundation$3001 12019–2019 TALUKDAR FAMILY FOUNDATION
CHARITY PARTNERS FOUNDATION INC Private foundation$21 12015–2015 ST HUBERTS FOUNDATION CHARITABLE TR

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $14,273 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees: accounting $10,047 70.4%
Fees: other professional $4,068 28.5%
Taxes $88 0.6%
Other expenses $70 0.5%
Total$14,273100%

View the filing

2023 · Form 990PF · $111,289 spent · pay $0 · grants $110,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $110,000 98.8%
Interest $768 0.7%
Fees: other professional $474 0.4%
Other expenses $35 0.0%
Fees: accounting $12 0.0%
Total$111,289100%

View the filing

2022 · Form 990PF · $36,887 spent · pay $0 · grants $25,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $25,000 67.8%
Interest $5,101 13.8%
Taxes $3,557 9.6%
Fees: accounting $3,160 8.6%
Other expenses $35 0.1%
Fees: other professional $34 0.1%
Total$36,887100%

View the filing

2021 · Form 990PF · $129,241 spent · pay $0 · grants $125,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $125,000 96.7%
Fees: accounting $3,062 2.4%
Interest $1,106 0.9%
Other expenses $35 0.0%
Fees: other professional $23 0.0%
Taxes $15 0.0%
Total$129,241100%

View the filing

2020 · Form 990PF · $38,039 spent · pay $0 · grants $30,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $30,000 78.9%
Interest $3,488 9.2%
Fees: accounting $3,458 9.1%
Taxes $1,017 2.7%
Other expenses $50 0.1%
Fees: other professional $26 0.1%
Total$38,039100%

View the filing

2019 · Form 990PF · $44,206 spent · pay $0 · grants $35,700 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $35,700 80.8%
Fees: accounting $3,192 7.2%
Other expenses $2,035 4.6%
Taxes $1,805 4.1%
Interest $1,440 3.3%
Fees: other professional $34 0.1%
Total$44,206100%

View the filing

2018 · Form 990PF · $46,933 spent · pay $0 · grants $26,600 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $26,600 56.7%
Fees: accounting $10,000 21.3%
Taxes $9,225 19.7%
Interest $950 2.0%
Other expenses $111 0.2%
Fees: other professional $47 0.1%
Total$46,933100%

View the filing

2017 · Form 990PF · $30,716 spent · pay $0 · grants $30,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $30,000 97.7%
Interest $665 2.2%
Other expenses $35 0.1%
Fees: other professional $16 0.1%
Total$30,716100%

View the filing

2015 · Form 990PF · $184,020 spent · pay $0 · grants $20,000 · events $0
LineAs describedTotalShare
Other expenses $157,780 85.7%
Contributions, gifts, grants paid $20,000 10.9%
Fees: legal $5,330 2.9%
Fees: accounting $665 0.4%
Interest $245 0.1%
Total$184,020100%

View the filing

2014 · Form 990PF · $2,059 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees: legal $2,059 100.0%
Total$2,059100%

View the filing

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