-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
TING TSUNG & WEI FONG CHAO FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
2801 POST OAK BLVD STE 150
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON
,
TX
770566107
A Employer identification number
30-0005201
B
Telephone number (see instructions)
(713) 422-2004
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
33,689,139
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
26,786,570
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
478,765
478,765
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
669,718
b
Gross sales price for all assets on line 6a
4,875,958
7
Capital gain net income (from Part IV, line 2)
...
669,718
8
Net short-term capital gain
.........
9
Income modifications
...........
100,000
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
11,965
11,965
12
Total.
Add lines 1 through 11
........
27,947,018
1,160,448
100,000
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
2,616
2,616
0
b
Accounting fees (attach schedule)
.......
13,124
0
0
c
Other professional fees (attach schedule)
....
127,120
127,120
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
12,412
2,412
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
-47,627
34,550
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
107,645
166,698
0
25
Contributions, gifts, grants paid
.......
18,672,140
18,672,140
26
Total expenses and disbursements.
Add lines 24 and 25
18,779,785
166,698
18,672,140
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
9,167,233
b
Net investment income
(if negative, enter -0-)
993,750
c
Adjusted net income
(if negative, enter -0-)
...
100,000
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
6,925,443
11,618,088
11,618,088
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
7,257,094
8,767,032
12,493,516
c
Investments—corporate bonds (attach schedule)
.......
3,038,449
5,234,007
5,434,433
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
3,152,254
4,118,750
4,143,102
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
20,373,240
29,737,877
33,689,139
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
20,373,240
20,373,240
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
9,364,637
29
Total net assets or fund balances
(see instructions)
.....
20,373,240
29,737,877
30
Total liabilities and net assets/fund balances
(see instructions)
.
20,373,240
29,737,877
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
20,373,240
2
Enter amount from Part I, line 27a
.....................
2
9,167,233
3
Other increases not included in line 2 (itemize)
3
197,404
4
Add lines 1, 2, and 3
..........................
4
29,737,877
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
29,737,877
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PRIVATE EQUITY PARTNERS 2000 OFFSHORE LP
P
b
VINTAGE IV OFFSHORE LP
P
c
GS MEZZANINE PARTNERS 2006 OFFSHORE LP
P
d
VINTAGE IV OFFSHORE LP
P
e
BBT LIQUIDATING TRUST
P
JM TEXAS LAND FUND NO. 2, L.P.
P
PUBLICLY TRADED SECURITIES - GS 070-6
P
PUBLICLY TRADED SECURITIES - GS 070-6
P
PUBLICLY TRADED SECURITIES - GS 554-1
P
PUBLICLY TRADED SECURITIES - GS 194-4
P
PUBLICLY TRADED SECURITIES - GS 194-4
P
PUBLICLY TRADED SECURITIES - GS 194-4
P
PUBLICLY TRADED SECURITIES - GS 708-4
P
PUBLICLY TRADED SECURITIES - JPM 5002
P
PUBLICLY TRADED SECURITIES - JPM 5002
P
PUBLICLY TRADED SECURITIES - JPM 4006
P
PUBLICLY TRADED SECURITIES - JPM 4006
P
CAPITAL GAIN DISTRIBUTIONS
P
PUBLICLY TRADED SECURITIES - JPM 4006
P
MILLS ROAD - GAIN ON EASEMENT PAYMENT
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
3,154
3,154
b
34,325
34,325
c
959
959
d
204
204
e
159
159
13,543
13,543
379,154
332,142
47,012
887,802
894,533
-6,731
836,292
604,481
231,811
124,118
122,119
1,999
1,457,154
1,402,099
55,055
75,000
74,297
703
698,735
676,795
21,940
5,274
-5,274
44,237
44,237
2,278
2,278
217,816
217,816
3,077
3,077
909
909
97,042
94,500
2,542
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
3,154
b
34,325
c
959
d
204
e
159
13,543
47,012
-6,731
231,811
1,999
55,055
703
21,940
-5,274
44,237
2,278
217,816
3,077
909
2,542
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
669,718
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
17,759,000
22,827,612
0.777961
2017
17,312,375
11,355,677
1.524557
2016
14,568,111
10,491,092
1.388617
2015
13,755,275
11,519,658
1.194070
2014
7,223,341
8,741,145
0.826361
2
Total
of line 1, column (d)
.....................
2
5.711566
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
1.142313
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
26,305,028
5
Multiply line 4 by line 3
......................
5
30,048,575
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
9,938
7
Add lines 5 and 6
........................
7
30,058,513
8
Enter qualifying distributions from Part XII, line 4
,.............
8
18,672,140
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
19,875
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
19,875
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
19,875
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
0
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
20,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
20,000
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
699
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
574
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
TX
,
DE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
JADEC LLC
Telephone no.
(713) 422-2004
Located at
2801 POST OAK BLVD SUITE 150
HOUSTON
TX
ZIP+4
770566180
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
ALBERT CHAO
VICE PRESIDENT & SECRETARY
5.00
0
0
0
2801 POST OAK BLVD SUITE 150
HOUSTON
,
TX
77056
JAMES CHAO
VICE PRESIDENT & TREASURER
5.00
0
0
0
2801 POST OAK BLVD SUITE 150
HOUSTON
,
TX
77056
DOROTHY JENKINS
PRESIDENT
5.00
0
0
0
2801 POST OAK BLVD SUITE 150
HOUSTON
,
TX
77056
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
GOLDMAN SACHS & CO LLC
INVESTMENT MANAGEMENT
80,685
200 WEST STREET
NEW YORK
,
NY
10282
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
17,049,513
b
Average of monthly cash balances
.......................
1b
6,488,015
c
Fair market value of all other assets (see instructions)
................
1c
3,168,084
d
Total
(add lines 1a, b, and c)
.........................
1d
26,705,612
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
26,705,612
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
400,584
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
26,305,028
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,315,251
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,315,251
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
19,875
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
19,875
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,295,376
4
Recoveries of amounts treated as qualifying distributions
................
4
100,000
5
Add lines 3 and 4
............................
5
1,395,376
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,395,376
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
18,672,140
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
18,672,140
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
18,672,140
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,395,376
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
6,668,574
b
From 2015
......
13,187,444
c
From 2016
......
13,157,450
d
From 2017
......
16,749,841
e
From 2018
......
16,636,067
f
Total
of lines 3a through e
........
66,399,376
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
18,672,140
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
1,395,376
e
Remaining amount distributed out of corpus
17,276,764
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
83,676,140
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
6,668,574
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
77,007,566
10
Analysis of line 9:
a
Excess from 2015
....
13,187,444
b
Excess from 2016
....
13,157,450
c
Excess from 2017
....
16,749,841
d
Excess from 2018
....
16,636,067
e
Excess from 2019
....
17,276,764
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ACE SCHOLARSHIPS
1201 EAST COLFAX AVENUE SUITE 302
DENVER
,
CO
80218
NONE
PC
HOUSTON SCHOLARSHIPS
10,000
ALLEY THEATRE
615 TEXAS ST
HOUSTON
,
TX
77002
NONE
PC
GENERAL OPERATIONS
50,000
ART21 INC
231 WEST 29TH STREET SUITE 706
NEW YORK
,
NY
10001
NONE
PC
GENERAL OPERATIONS
10,000
ASIA SOCIETY TEXAS CENTER
1370 SOUTHMORE BLVD
HOUSTON
,
TX
77004
NONE
PC
GENERAL OPERATIONS
1,300,000
ASIAN FAMILY SUPPORT SERVICES OF AUSTIN
PO BOX 14234
AUSTIN
,
TX
78761
NONE
PC
GENERAL OPERATIONS
50,000
BAYLOR COLLEGE OF MEDICINE
1 BAYLOR PLAZA
HOUSTON
,
TX
77030
NONE
PC
GENERAL OPERATIONS
300,000
BLUESPHERE FOUNDATION INC
888 7TH AVENUE FLOOR 30
NEW YORK
,
NY
10106
NONE
PC
SEALEGACY FOUNDATION
5,000
BOK TOWER GARDENS INC
1151 TOWER BLVD
LAKE WALES
,
FL
33853
NONE
PC
GENERAL OPERATIONS
50,000
BOSTON SYMPHONY ORCHESTRA INC
301 MASSACHUSETTS AVE
BOSTON
,
MA
02115
NONE
PC
GENERAL OPERATIONS
50,000
BUDDHA'S LIGHT INTERNATIONAL ASSOCIATION
3456 S GLENMARK DRIVE
HACIENDA HEIGHTS
,
CA
91745
NONE
PC
HOUSTON CHAPTER
20,000
BUDDHIST GLOBAL RELIEF
2020 ROUTE 301
CARMEL
,
NY
10512
NONE
PC
GENERAL OPERATIONS
200,000
CENTRAL TEXAS FOOD BANK
6500 METROPOLIS DRIVE
AUSTIN
,
TX
78744
NONE
PC
GENERAL OPERATIONS
20,000
CHARITY WATER
40 WORTH ST RM 330
NEW YORK
,
NY
10013
NONE
PC
THE WELL WATER PROJECT
60,000
CLEAN WATER FUND
1444 STREET NW SUITE 400
WASHINGTON
,
DC
20005
NONE
PC
CLEAN WATER ACTION FUND
20,000
DA CAMERA OF HOUSTON
1402 SUL ROSS ST
HOUSTON
,
TX
77006
NONE
PC
GENERAL OPERATIONS
15,000
DUKE UNIVERSITY
BOX 90581
DURHAM
,
NC
277080581
NONE
PC
GENERAL OPERATIONS
500,000
DURHAM LITERACY CENTER INC
1905 CHAPEL HILL RD
DURHAM
,
NC
27707
NONE
PC
GENERAL OPERATIONS
20,000
ELECTRONIC FRONTIER FOUNDATION INC
815 EDDY STREET
SAN FRANCISCO
,
CA
94110
NONE
PC
GENERAL OPERATIONS
25,000
EMPOWERS AFRICA
12 E 49TH STREET 11TH FLOOR
NEW YORK
,
NY
10017
NONE
PC
GENERAL OPERATIONS
15,000
FLORIDA STATE UNIVERSITY
600 W COLLEGE AVENUE
TALLAHASSEE
,
FL
32306
NONE
PC
THE JOHN AND MARBLE RINGLING MUSEUM OF ART FOUNDATION - CENTER FOR ASIAN ART
600,000
FOUNDATION FOR ART AND HEALING
77 STEARNS ROAD
BROOKLINE
,
MA
02446
NONE
PC
GENERAL OPERATIONS
3,000
FOUNDATION FOR CHINESE CULTURAL HERITAGE
5444 WESTHEIMER RD STE 1435
HOUSTON
,
TX
77056
NONE
PC
GENERAL OPERATIONS
500,000
FOUNTAIN PROJECT FOUNDATION
10124 SAN PABLO AVE
EL CERRITO
,
CA
94530
NONE
PC
GENERAL OPERATIONS
20,000
FRIENDS FOR LIFE ANIMAL SHELTER
107 E 22ND STREET
HOUSTON
,
TX
77008
NONE
PC
GENERAL OPERATIONS
10,000
GENERATION ONE INC
3805 BURKETT ST
HOUSTON
,
TX
77004
NONE
PC
GENERAL OPERATIONS
100,000
GRAMERCY PARK BLOCK ASSOCIATION INC
34 GRAMERCY PARK EAST
NEW YORK
,
NY
10003
NONE
PC
GENERAL OPERATIONS
1,000
GREATER HOUSTON PARTNERSHIP FOUNDATION
701 AVENIDA DE LAS AMERICAS
HOUSTON
,
TX
77010
NONE
PC
GENERAL OPERATIONS
30,000
HABITAT FOR HUMANITY INTERNATIONAL INC
285 PEACHTREE CENTER AVE NE SUITE
2700
ATLANTA
,
GA
30303
NONE
PC
GENERAL OPERATIONS
40,000
HELPING HAND HOME FOR CHILDREN
3804 AVE B
AUSTIN
,
TX
78751
NONE
PC
GENERAL OPERATIONS
10,000
HOUSTON BALLET FOUNDATION
601 PRESTON ST
HOUSTON
,
TX
77002
NONE
PC
GENERAL OPERATIONS
100,000
HOUSTON GRAND OPERA ASSOCIATION INC
510 PRESTON ST
HOUSTON
,
TX
77002
NONE
PC
THE SEEKING THE HUMAN SPIRIT INITIATIVE
500,000
HOUSTON METHODIST NEUROLOGICAL INSTITUTE
6565 FANNIN ST
HOUSTON
,
TX
77030
NONE
PC
GENERAL OPERATIONS
300,000
HUMANE SOCIETY OF THE UNITED STATES
1255 23RD STREET NW SUITE 450
WASHINGTON
,
DC
20037
NONE
PC
GENERAL OPERATIONS
20,000
INSTITUTE FOR COLLABORATION IN HEALTH
PO BOX 842
BELLAIRE
,
TX
77402
NONE
PC
GENERAL OPERATIONS
2,000
INTERFAITH MINISTRIES FOR GREATER HOUSTON
3303 MAIN ST
HOUSTON
,
TX
77002
NONE
PC
GENERAL OPERATIONS
100,000
INTERNATIONAL JUSTICE MISSION
PO BOX 58147
WASHINGTON
,
DC
20037
NONE
PC
GENERAL OPERATIONS
10,000
INTERNATIONAL RESCUE COMMITTEE INC
122 EAST 42ND STREET
NEW YORK
,
NY
10168
NONE
PC
GENERAL OPERATIONS
30,000
KHAN ACADEMY
PO BOX 1630
MOUNTAIN VIEW
,
CA
94042
NONE
PC
GENERAL OPERATIONS
40,000
KIPP INC
8509 FM 969 629
NEW YORK
,
NY
78724
NONE
PC
GENERAL OPERATIONS
400,000
KIVA MICROFUNDS
875 HOWARD STREET SUITE 340
SAN FRANCISCO
,
CA
94103
NONE
PC
GENERAL OPERATIONS
10,000
MAYO CLINIC
200 FIRST ST SW
ROCHESTER
,
MN
55905
NONE
PC
GENERAL OPERATIONS
2,500,000
MEALS ON WHEELS AND MORE
3227 EAST 5TH STREET
AUSTIN
,
TX
78702
NONE
PC
GENERAL OPERATIONS
20,000
MEDWISH INTERNATIONAL WORLD HEADQUARTERS
1625 E 31ST STREET
CLEVELAND
,
OH
44114
NONE
PC
GENERAL OPERATIONS
10,000
MEMORIAL HERMANN HEALTH SYSTEM
712 MAIN STREET
HOUSTON
,
TX
77002
NONE
PC
MEMORIAL HERMANN FOUNDATION
200,000
MERCURY CHAMBER ORCHESTRA INC
3100 TIMMONS LN SUITE 201
HOUSTON
,
TX
77027
NONE
PC
MERCURY RISING CAMPAIGN
100,000
METROPOLITAN OPERA ASSOCIATION INC
30 LINCOLN CENTER PLAZA
NEW YORK
,
NY
10023
NONE
PC
GENERAL OPERATIONS
300,000
MUSEUM OF FINE ARTS HOUSTON
1001 BISSONNET
HOUSTON
,
TX
77005
NONE
PC
GENERAL OPERATIONS
1,000,000
MUST CHARITIES
212 S MAIN STREET 205
TEMPLETON
,
CA
93465
NONE
PC
GENERAL OPERATIONS
20,000
NATIONAL PUBLIC RADIO INC
PO BOX 791490
BALTIMORE
,
MD
212791490
NONE
PC
GENERAL OPERATIONS
10,000
NATURAL RESOURCES DEFENSE COUNCIL INC
40 WEST 20TH STREET 11TH FLOOR
NEW YORK
,
NY
10011
NONE
PC
GENERAL OPERATIONS
500,000
NEW ART PUBLICATIONS INC
80 HANSON PLACE SUITE 703
BROOKLYN
,
NY
11217
NONE
PC
GENERAL OPERATIONS
15,000
NEW HOPE HOUSING INC
3315 HARRISBURG BOULEVARD SUITE 400
HOUSTON
,
TX
77003
NONE
PC
SOCIAL ENGAGEMENT AND EDUCATIONAL PROGRAMMING
10,000
OCEAN CLEANUP NORTH PACIFIC FOUNDATION
8 WEST 40TH STREET 12TH FLOOR
NEW YORK
,
NY
10018
NONE
PC
GENERAL OPERATIONS
100,000
ONESKY FOR ALL CHILDREN
2246B SIXTH STREET
BERKELEY
,
CA
94710
NONE
PC
ZHE CHENG FAMILY CENTER
60,000
PARK AVENUE ARMORY
643 PARK AVENUE
NEW YORK
,
NY
10065
NONE
PC
GENERAL OPERATIONS
20,000
PEN AMERICAN CENTER INC
588 BROADWAY SUITE 303
NEW YORK
,
NY
10012
NONE
PC
GENERAL OPERATIONS
27,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
1110 VERMONT AVE NW
WASHINGTON
,
DC
20005
NONE
PC
GENERAL OPERATIONS
250,000
POLK MUSEUM OF ART INC
800 E PALMETTO ST
LAKELAND
,
FL
33801
NONE
PC
GENERAL OPERATIONS
50,000
RHODE ISLAND SCHOOL OF DESIGN
TWO COLLEGE ST
BOSTON
,
MA
02241
NONE
PC
RISD ANNUAL FUND
10,000
RICE UNIVERSITY OFFICE OF RESOURCE DEVELOPMENT
6100 MAIN ST
HOUSTON
,
TX
77005
NONE
PC
GENERAL OPERATIONS
500,000
ROBIN HOOD FOUNDATION
826 BROADWAY
NEW YORK
,
NY
10003
NONE
PC
GENERAL OPERATIONS
10,000
SMILE TRAIN
1025 VERMONT AVENUE NW SUITE 1130
WASHINGTON
,
DC
20005
NONE
PC
GENERAL OPERATIONS
10,000
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVE
MONTGOMERY
,
AL
36104
NONE
PC
GENERAL OPERATIONS
30,000
ST JOHN'S SCHOOL
2401 CLAREMONT LN
HOUSTON
,
TX
77019
NONE
PC
GENERAL OPERATIONS
160,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACE
MEMPHIS
,
TN
38105
NONE
PC
GENERAL OPERATIONS
25,000
STANFORD UNIVERSITY
450 SERRA MALL
STANFORD
,
CA
94305
NONE
PC
TJERAVADA PROFESSORSHIP
480,000
TEACH FOR ALL
315 WEST 36TH STREET 8TH FLOOR
NEW YORK
,
NY
10018
NONE
PC
GENERAL OPERATIONS
200,000
TEACH FOR AMERICA INC
2 GREENWAY PLAZA SUITE 500
HOUSTON
,
TX
77046
NONE
PC
GENERAL OPERATIONS
10,000
TENEMENT MUSEUM
103 ORCHARD STREET
NEW YORK
,
NY
10002
NONE
PC
GENERAL OPERATIONS
5,000
TEXAS CIVIL RIGHTS PROJECT
1405 MONTOPOLIS DR
AUSTIN
,
TX
78741
NONE
PC
GENERAL OPERATIONS
15,000
TEXAS RIO GRANDE LEGAL AID INC
301 SOUTH TEXAS AVE
MERCEDES
,
TX
78570
NONE
PC
PRO BONO WORK AT DILLEY NEIGHBORHOOD SCHOOLS
25,000
TEXAS SCHOOL VENTURE FUND
3900 ESSEX LN
HOUSTON
,
TX
77027
NONE
PC
NEIGHBORHOOD SCHOOLS
50,000
THE ALLIANCE CULTURAL FOUNDATION INTERNATIONAL
20480 PACIFICA DR
CUPERTINO
,
CA
95014
NONE
POF
GENERAL OPERATIONS
100,000
THE ARBOR SCHOOL
1635 BLALOCK
HOUSTON
,
TX
77080
NONE
PC
CAPITAL CAMPAIGN
50,000
THE BOWERY MISSION FOUNDATION
227 BOWERY
NEW YORK
,
NY
10002
NONE
SO I
MISSION FUND
10,000
THE BROOKWOOD COMMUNITY INC
1752 FM 1489
BROOKSHIRE
,
TX
77423
NONE
PC
GENERAL OPERATIONS
10,000
THE HOUSTON MUSEUM OF NATURAL SCIENCE
5555 HERMANN PARK DR
HOUSTON
,
TX
77030
NONE
PC
MATTER AND MOTION: QUANTUM CHEMISTRY TO ASTROPHYSICS HALL
1,000,000
THE METHODIST HOSPITAL FOUNDATION
6565 FANNIN ST
HOUSTON
,
TX
77030
NONE
SO I
CENTENNIAL CELEBRATION, TRANSITIONAL RESEARCH, ETHICS,
325,000
THE NATURE CONSERVANCY INC
4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON
,
VA
22203
NONE
PC
GENERAL OPERATIONS
30,000
THE NEW YORK PUBLIC LIBRARY
224 EAST 125TH STREET
NEW YORK
,
NY
10035
NONE
PC
GENERAL OPERATIONS
15,000
THE TEXAS TRIBUNE INC
919 CONGRESS AVE SIXTH FLOOR
AUSTIN
,
TX
78701
NONE
PC
GENERAL OPERATIONS
20,000
THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON
7000 FANNIN SUITE 1880
HOUSTON
,
TX
77030
NONE
PC
EDUCATION ENDOWMENT AND RESEARCH FOR MCGOVERN MEDICAL SCHOOL
200,000
THE UNIVERSITY OF TEXAS LAW SCHOOL FOUNDATION
727 E DEAN KEETON ST
AUSTIN
,
TX
78705
NONE
PC
BOB CASEY SCHOLARSHIPS
50,000
TOGETHER EDUCATION INC
25 BROADWAY FL 3
NEW YORK
,
NY
10004
NONE
PC
GENERAL OPERATIONS
200,000
TRIPLE CANOPY
264 CANAL STREET 3W
NEW YORK
,
NY
10013
NONE
PC
GENERAL OPERATIONS
13,000
TSINGHUA EDUCATION FOUNDATION N A INC
2735 SAND HILL ROAD SUITE 110
MENLO PARK
,
CA
94025
NONE
PC
SCHWARZMANN SCHOLARS PROGRAM
200,000
UC BERKELEY FOUNDATION
1995 UNIVERSITY AVE SUITE 401
BERKELEY
,
CA
947041058
NONE
PC
GENERAL OPERATIONS
120,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
PO BOX 45339
SAN FRANCISCO
,
CA
94145
NONE
PC
NURSE PRACTITIONER LEADERSHIP EDUCATION PROGRAM
150,140
UNITED NEIGHBORHOOD HOUSES OF NEW YORK
45 BROADWAY 22ND FLOOR
NEW YORK
,
NY
10006
NONE
PC
GENERAL OPERATIONS
1,000
UNIVERSITY OF HOUSTON
4800 CALHOUN RD
HOUSTON
,
TX
77004
NONE
PC
NANCY WEEMS ENDOWED SCHOLARSHIP
25,000
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
103 SOUTH BUILDING
CHAPEL HILL
,
NC
27515
NONE
PC
NORTH CAROLINA PUBLIC RADIO
20,000
UNIVERSITY OF PENNSYLVANIA
34TH AND SPRUCE STREET
PHILADELPHIA
,
PA
191046303
NONE
PC
WHARTON ENTREPRENURIAL BUILDING
25,000
UNIVERSITY OF THE WEST
1409 WALNUT GROVE AVE
ROSEMEAD
,
CA
91770
NONE
PC
GENERAL OPERATIONS
500,000
WELLESLEY COLLEGE
106 CENTRAL ST
WELLESLEY
,
MA
02482
NONE
PC
CHAIR FOR INCLUSIVE EXCELLENCE FOR DISADVANTAGED STUDENTS
2,600,000
WILLIAM MARSH RICE UNIVERSITY
6100 MAIN ST
HOUSTON
,
TX
77005
NONE
PC
NEWBORN ESSENTIAL SOLUTIONS AND TECHNOLOGIES
670,000
WOMEN FOR WOMEN INTERNATIONAL
2000 M ST NW
WASHINGTON
,
DC
20036
NONE
PC
SOUTH SUDAN RE-ENTRY PROJECT
25,000
EARTH ISLAND INSTITUTE
2150 ALLSTON WAY STE 460
BERKELEY
,
CA
94704
NONE
PC
WOMEN'S EARTH ALLIANCE
20,000
WORLD CENTRAL KITCHEN
1342 FLORIDA AVE NW
WASHINGTON
,
DC
20009
NONE
PC
GENERAL OPERATIONS
25,000
Total
.................................
3a
18,672,140
b
Approved for future payment
BUDDHIST GLOBAL RELIEF
2020 ROUTE 301
CARMEL
,
NY
10512
NONE
PC
GENERAL OPERATIONS
400,000
FLORIDA STATE UNIVERSITY
600 W COLLEGE AVENUE
TALLAHASSEE
,
FL
32306
NONE
PC
THE JOHN AND MARBLE RINGLING MUSEUM OF ART FOUNDATION - CENTER FOR ASIAN ART
2,400,000
GENERATION ONE INC
3805 BURKETT ST
HOUSTON
,
TX
77004
NONE
PC
GENERAL OPERATIONS
200,000
GREATER HOUSTON PARTNERSHIP FOUNDATION
701 AVENIDA DE LAS AMERICAS
HOUSTON
,
TX
77010
NONE
PC
GENERAL OPERATIONS
970,000
MERCURY CHAMBER ORCHESTRA INC
3100 TIMMONS LN SUITE 201
HOUSTON
,
TX
77027
NONE
PC
MERCURY RISING CAMPAIGN
200,000
NATURAL RESOURCES DEFENSE COUNCIL INC
40 WEST 20TH STREET 11TH FLOOR
NEW YORK
,
NY
10011
NONE
PC
GENERAL OPERATIONS
400,000
ONESKY FOR ALL CHILDREN
2246B SIXTH STREET
BERKELEY
,
CA
94710
NONE
PC
ZHE CHENG FAMILY CENTER
100,000
STANFORD UNIVERSITY
450 SERRA MALL
STANFORD
,
CA
94305
NONE
PC
TJERAVADA PROFESSORSHIP
1,600,000
TEXAS CHILDREN'S HOSPITAL
6621 FANNIN ST
HOUSTON
,
TX
77230
NONE
PC
STUDY OF NEURODEGENERATION DISEASES
15,000,000
THE ALLIANCE CULTURAL FOUNDATION INTERNATIONAL
20480 PACIFICA DR
CUPERTINO
,
CA
95014
NONE
POF
GENERAL OPERATIONS
200,000
THE HOUSTON MUSEUM OF NATURAL SCIENCE
5555 HERMANN PARK DR
HOUSTON
,
TX
77030
NONE
PC
MATTER AND MOTION: QUANTUM CHEMISTRY TO ASTROPHYSICS HALL
9,000,000
THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON
7000 FANNIN SUITE 1880
HOUSTON
,
TX
77030
NONE
PC
EDUCATION ENDOWMENT AND RESEARCH FOR MCGOVERN MEDICAL SCHOOL
800,000
TSINGHUA EDUCATION FOUNDATION N A INC
2735 SAND HILL ROAD SUITE 110
MENLO PARK
,
CA
94025
NONE
PC
SCHWARZMANN SCHOLARS PROGRAM
800,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
PO BOX 45339
SAN FRANCISCO
,
CA
94145
NONE
PC
NURSE PRACTITIONER LEADERSHIP EDUCATION PROGRAM
180,140
UNIVERSITY OF PENNSYLVANIA
34TH AND SPRUCE STREET
PHILADELPHIA
,
PA
191046303
NONE
PC
WHARTON ENTREPRENURIAL BUILDING
100,000
UNIVERSITY OF THE WEST
1409 WALNUT GROVE AVE
ROSEMEAD
,
CA
91770
NONE
PC
GENERAL OPERATIONS
500,000
WELLESLEY COLLEGE
106 CENTRAL ST
WELLESLEY
,
MA
02482
NONE
PC
CHAIR FOR INCLUSIVE EXCELLENCE FOR DISADVANTAGED STUDENTS
10,400,000
WILLIAM MARSH RICE UNIVERSITY
6100 MAIN ST
HOUSTON
,
TX
77005
NONE
PC
NEWBORN ESSENTIAL SOLUTIONS AND TECHNOLOGIES
2,690,000
CHARITY WATER
17 DEPOT STREET SECOND FLOOR
CONCORD
,
NH
03301
NONE
PC
THE WELL WATER PROJECT
60,000
THE METHODIST HOSPITAL FOUNDATION
6565 FANNIN ST
HOUSTON
,
TX
77030
NONE
SO I
CENTENNIAL CELEBRATION, TRANSITIONAL RESEARCH, ETHICS,
150,000
Total
.................................
3b
46,150,140
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
478,765
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
11,965
8
Gain or (loss) from sales of assets other than
inventory
............
18
669,718
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
1,160,448
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,160,448
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description