Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE HSIEH CHRISTIAN FOUNDATION
C/O WEN-JAI HSIEH
Number and street (or P.O. box number if mail is not delivered to street address)33911 NE WASHOUGAL RIVER ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHOUGAL, WA98671
A Employer identification number

77-0257267
B Telephone number (see instructions)

(650) 814-5189
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,964,869
J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 24 24  
4 Dividends and interest from securities... 54,425 54,425  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,935
b Gross sales price for all assets on line 6a 575,165
7 Capital gain net income (from Part IV, line 2)... 27,935
8 Net short-term capital gain.........  
9 Income modifications...........  
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).......      
12 Total. Add lines 1 through 11........ 82,384 82,384  
Operating and Administrative Expenses 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).........        
b Accounting fees (attach schedule)....... 1,580 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,033 1,023   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 21,333 21,318   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,946 22,341   0
25 Contributions, gifts, grants paid....... 194,600 194,600
26 Total expenses and disbursements. Add lines 24 and 25 218,546 22,341   194,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -136,162
b Net investment income (if negative, enter -0-) 60,043
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 482,237 277,785 277,785
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 845,093 Click to see attachment885,269 1,238,839
c Investments—corporate bonds (attach schedule)....... 698,705 Click to see attachment716,848 771,698
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 457,974 Click to see attachment467,945 676,547
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,484,009 2,347,847 2,964,869
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,484,009 2,347,847
29 Total net assets or fund balances (see instructions)..... 2,484,009 2,347,847
30 Total liabilities and net assets/fund balances (see instructions). 2,484,009 2,347,847
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
2,484,009
2
Enter amount from Part I, line 27a .....................
2
-136,162
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,347,847
5
Decreases not included in line 2 (itemize) bullet
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
2,347,847
Form 990-PF (2020)
Form 990-PF (2020)
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 9 SHS OF DENTSU INC P 2019-07-11 2020-03-19
b 19 SHS OF DENTSU INC P 2019-07-12 2020-03-19
c 94 SHS OF HSBC HOLDING P 2019-11-15 2020-03-19
d 33 SHS OF SCHLUMBERGER P 2019-07-09 2020-04-06
e 27 SHS OF ADYEN NV P 2020-03-19 2020-04-29
13 SHS OF BAIDU, INC. P 2020-04-06 2020-06-04
24 SHS OF AMADEUS IT HLDG P 2019-07-15 2020-06-05
29 SHS OF AMADEUS IT HLDG P 2019-07-16 2020-06-05
136 SHS OF ELANCO ANIMAL HEALTRH INC P 2019-03-04 2020-01-10
64 SHS OF ELANCO ANIMAL HEALTRH INC P 2019-03-06 2020-01-10
62 SHS OF ELANCO ANIMAL HEALTRH INC P 2019-04-17 2020-01-10
66 SHS OF ELANCO ANIMAL HEALTRH INC P 2019-05-07 2020-01-10
32 SHS OF ELANCO ANIMAL HEALTRH INC P 2019-06-06 2020-01-10
85 SHS OF ELANCO ANIMAL HEALTRH INC P 2019-08-07 2020-01-10
63 SHS OF CISCO SYSTEMS P 2019-10-02 2020-02-24
94 SHS OF INTL BUSINESS MACHINES P 2020-01-31 2020-02-27
69 SHS OF SABRE CORPORATION P 2019-04-25 2020-03-05
60 SHS OF SABRE CORPORATION P 2019-05-02 2020-03-05
136 SHS OF SABRE CORPORATION P 2019-08-07 2020-03-05
47 SHS OF SABRE CORPORATION P 2019-11-06 2020-03-05
140 SHS OF SABRE CORPORATION P 2020-02-26 2020-03-05
3 SHS OF CROWN CASTLE INTERNATIONAL CORP P 2020-01-10 2020-03-17
1 SHS OF NORFOLK SOUTHERN CORP P 2020-02-27 2020-03-17
2 SHS OF PUBLIC STORAGE P 2020-02-24 2020-03-17
2 SHS OF STARBUCKS CORP P 2020-02-28 2020-03-17
409 SHS OF ENVISTA HOLDINGS CORP P 2020-01-31 2020-03-18
174 SHS OF COCA-COLA COMPANY P 2019-03-29 2020-03-20
17 SHS OF NORFOLK SOUTHERN CORP P 2020-02-27 2020-04-07
9 SHS OF NORFOLK SOUTHERN CORP P 2020-02-27 2020-05-12
22 SHS OF BRUNSWICK CORP P 2019-08-05 2020-06-08
10 SHS OF NORFOLK SOUTHERN CORP P 2020-02-27 2020-06-08
15 SHS OF MOTOROLA SOLUTIONS INC P 2020-03-20 2020-11-20
6 SHS OF NORFOLK SOUTHERN CORP P 2020-02-27 2020-11-23
1 SHS OF NORFOLK SOUTHERN CORP P 2020-03-09 2020-11-23
68 SHS OF DOLLAR TREE INC P 2019-02-06 2020-01-29
15 SHS OF DOLLAR TREE INC P 2019-02-08 2020-01-29
10 SHS OF DOLLAR TREE INC P 2019-02-08 2020-02-07
9 SHS OF DOLLAR TREE INC P 2019-02-13 2020-02-07
30 SHS OF DOLLAR TREE INC P 2019-04-01 2020-02-07
23 SHS OF DOLLAR TREE INC P 2019-04-10 2020-02-07
17 SHS OF DOLLAR TREE INC P 2019-07-29 2020-02-07
3 SHS OF RAYTHEON CO P 2019-03-21 2020-02-28
11 SHS OF GENERAL DYNAMICS P 2019-07-09 2020-03-06
17 SHS OF GENERAL DYNAMICS P 2019-07-29 2020-03-06
12 SHS OF CITIGROUP INC P 2020-02-06 2020-03-10
16 SHS OF RAYTHEON CO P 2019-03-21 2020-03-11
21 SHS OF RAYTHEON CO P 2019-04-11 2020-03-11
103 SHS OF CAMECO CORP P 2019-07-16 2020-03-27
27 SHS OF ABBVIE INC P 2019-06-26 2020-04-01
13 SHS OF PIONEER NATURAL RESOURCES CO P 2019-10-10 2020-04-01
15 SHS OF PIONEER NATURAL RESOURCES CO P 2019-10-10 2020-04-02
29 SHS OF FEDEX CORP P 2019-11-26 2020-04-07
22 SHS OF FEDEX CORP P 2019-11-26 2020-04-09
8 SHS OF FEDEX CORP P 2019-12-16 2020-04-09
6 SHS OF FEDEX CORP P 2020-01-08 2020-04-09
15 SHS OF FEDEX CORP P 2020-02-10 2020-04-09
33 SHS OF VIRTU FINANCIAL INC P 2019-05-23 2020-05-22
51 SHS OF VIRTU FINANCIAL INC P 2019-05-24 2020-05-22
58 SHS OF JOHNSON & JOHNSON P 2019-10-30 2020-05-26
3 SHS OF JOHNSON & JOHNSON P 2019-12-23 2020-05-26
5 SHS OF JOHNSON & JOHNSON P 2020-03-30 2020-05-26
2 SHS OF WALT DISNEY COMPANY P 2019-07-26 2020-05-29
16 SHS OF WALT DISNEY COMPANY P 2020-01-29 2020-05-29
3 SHS OF ABBVIE INC P 2019-08-21 2020-07-22
75 SHS OF CHARLES SCHWAB CORP P 2019-10-02 2020-07-29
14 SHS OF CHARLES SCHWAB CORP P 2020-05-20 2020-07-29
9 SHS OF POOL CORP P 2020-03-23 2020-08-12
1 SHS OF PIONEER NATURAL RESOURCES CO P 2019-10-10 2020-08-20
29 SHS OF PIONEER NATURAL RESOURCES CO P 2019-10-23 2020-08-20
23 SHS OF ABBVIE INC P 2020-01-29 2020-08-24
1 SHS OF AMAZON.COM INC P 2020-03-17 2020-08-25
20 SHS OF POOL CORP P 2020-03-23 2020-09-08
2 SHS OF POOL CORP P 2020-03-23 2020-09-23
1 SHS OF POOL CORP P 2020-03-27 2020-09-23
4 SHS OF POOL CORP P 2020-04-22 2020-09-23
7 SHS OF ROPER TECHNOLOGIES INC P 2019-12-18 2020-09-30
2 SHS OF ROPER TECHNOLOGIES INC P 2020-03-11 2020-09-30
1 SHS OF ROPER TECHNOLOGIES INC P 2020-05-01 2020-09-30
1 SHS OF AMAZON.COM INC P 2020-03-17 2020-11-03
3 SHS OF VIRTU FINANCIAL INC P 2020-09-08 2020-11-03
74 SHS OF VIRTU FINANCIAL INC P 2020-09-10 2020-11-03
5 SHS OF ROPER TECHNOLOGIES INC P 2020-05-01 2020-11-24
10 SHS OF ROPER TECHNOLOGIES INC P 2020-05-08 2020-11-24
16 SHS OF BROADRIDGE FINANCIAL SOLUTIONS P 2020-03-11 2020-12-08
31 SHS OF ENTEGRIS INC P 2020-09-08 2020-12-10
300 SHS OF UNITED TECHNOLOGIES CORP 2.65% 11/01/2026 P 2017-06-07 2020-02-28
300 SHS OF MARRIOTT 2.3% 01/15/2022 P 2017-05-24 2020-06-22
220 SHS OF ANHEUSER-BUSCH INBEV 3.3% P 2017-05-02 2020-07-07
118 SHS OF FUCHS PETROLUB P 2017-04-28 2020-01-13
20 SHS OF TAIWAN SEMICONDUCTOR MFG ADS LTD P 2017-04-28 2020-03-10
1 SHS OF CHECK POINT SOFTWAEW TECH P 2017-04-28 2020-03-18
12 SHS OF CHECK POINT SOFTWAEW TECH P 2017-04-28 2020-03-19
51 SHS OF DENTSU INC P 2019-01-08 2020-03-19
75 SHS OF HSBC HOLDING P 2017-04-28 2020-03-19
12 SHS OF NESTLE P 2017-04-28 2020-03-20
5 SHS OF CHUGAI PHARMACEUTICAL CO LTD P 2019-02-07 2020-04-06
9 SHS OF LINDE AG P 2018-11-16 2020-04-06
54 SHS OF ROCHE HOLDING P 2017-04-28 2020-04-06
75 SHS OF SASOL LTD P 2017-04-28 2020-04-06
66 SHS OF SCHLUMBERGER P 2019-01-07 2020-04-06
14 SHS OF AIA GROUP P 2017-04-28 2020-04-29
38 SHS OF INFINEON TECHNOLOGIES P 2017-05-25 2020-04-29
31 SHS OF CANADIAN NATIONAL RAILWAY P 2017-04-28 2020-05-06
31 SHS OF NESTLE P 2017-04-28 2020-05-06
44 SHS OF BAIDU, INC. P 2017-04-28 2020-06-04
30 SHS OF TAIWAN SEMICONDUCTOR MFG ADS LTD P 2017-04-28 2020-07-28
28 SHS OF TAIWAN SEMICONDUCTOR MFG ADS LTD P 2017-04-28 2020-08-04
60 SHS OF INFINEON TECHNOLOGIES P 2017-05-25 2020-09-21
34 SHS OF YANDEX P 2018-10-22 2020-10-09
24 SHS OF INFINEON TECHNOLOGIES P 2017-05-25 2020-12-07
24 SHS OF INFINEON TECHNOLOGIES P 2017-11-14 2020-12-07
97 SHS OF CHINA MOBILE P 2019-03-12 2020-12-21
103 SHS OF BAXTER INTERNATIONAL INC P 2018-12-04 2020-01-06
25 SHS OF SKYWORKS SOLUTIONS INC P 2019-01-04 2020-01-07
22 SHS OF SKYWORKS SOLUTIONS INC P 2019-01-04 2020-01-23
41 SHS OF CISCO SYSTEMS P 2017-07-19 2020-02-13
94 SHS OF CISCO SYSTEMS P 2017-07-19 2020-02-24
118 SHS OF CISCO SYSTEMS P 2017-08-17 2020-02-24
42 SHS OF CISCO SYSTEMS P 2017-08-18 2020-02-24
17 SHS OF CISCO SYSTEMS P 2017-08-25 2020-02-24
16 SHS OF CISCO SYSTEMS P 2019-01-04 2020-02-24
89 SHS OF COCA-COLA COMPANY P 2018-01-26 2020-02-27
21 SHS OF ELECTRONIC ARTS INC P 2019-01-04 2020-02-27
42 SHS OF MEDTRONIC PUBLIC LTD COMPANY P 2017-04-28 2020-02-28
1 SHS OF ALPHABET INC P 2017-04-28 2020-03-17
1 SHS OF ANALOG DEVICES INC P 2018-04-23 2020-03-17
4 SHS OF ANALOG DEVICES INC P 2018-06-26 2020-03-17
3 SHS OF ARMSTRONG WORLD INDUSTRIES INC P 2018-07-17 2020-03-17
1 SHS OF ARMSTRONG WORLD INDUSTRIES INC P 2018-08-01 2020-03-17
5 SHS OF BAXTER INTERNATIONAL INC P 2018-12-04 2020-03-17
7 SHS OF COCA-COLA COMPANY P 2018-01-26 2020-03-17
3 SHS OF FISERV INC P 2019-01-16 2020-03-17
7 SHS OF INTERCONTINENTAL EXCHANGE INC P 2019-02-13 2020-03-17
9 SHS OF MEDTRONIC PUBLIC LTD COMPANY P 2017-04-28 2020-03-17
1 SHS OF MOTOROLA SOLUTIONS INC P 2017-04-28 2020-03-17
2 SHS OF S&P GLOBAL INC P 2018-10-12 2020-03-17
41 SHS OF ELECTRONIC ARTS INC P 2019-01-04 2020-03-18
72 SHS OF MEDTRONIC PUBLIC LTD COMPANY P 2017-04-28 2020-03-18
52 SHS OF COCA-COLA COMPANY P 2018-01-26 2020-03-20
74 SHS OF COCA-COLA COMPANY P 2018-01-29 2020-03-20
33 SHS OF COCA-COLA COMPANY P 2018-05-08 2020-03-20
18 SHS OF COCA-COLA COMPANY P 2019-01-04 2020-03-20
15 SHS OF APTIV PLC P 2017-12-05 2020-03-27
49 SHS OF APTIV PLC P 2017-12-14 2020-03-27
24 SHS OF APTIV PLC P 2017-12-20 2020-03-27
26 SHS OF SKYWORKS SOLUTIONS INC P 2019-01-04 2020-04-08
4 SHS OF S&P GLOBAL INC P 2018-10-12 2020-05-12
5 SHS OF ELECTRONIC ARTS INC P 2019-01-04 2020-06-08
7 SHS OF SKYWORKS SOLUTIONS INC P 2019-01-04 2020-06-08
33 SHS OF MOTOROLA SOLUTIONS INC P 2017-04-28 2020-07-01
7 SHS OF MOTOROLA SOLUTIONS INC P 2017-09-07 2020-07-01
27 SHS OF MOTOROLA SOLUTIONS INC P 2017-09-07 2020-08-05
29 SHS OF LOWES COMPANIES INC P 2018-03-22 2020-08-12
3 SHS OF ALPHABET INC P 2017-04-28 2020-09-04
22 SHS OF VULCAN MATERIALS CO P 2019-01-04 2020-10-06
24 SHS OF ARMSTRONG WORLD INDUSTRIES INC P 2018-08-01 2020-10-27
16 SHS OF VULCAN MATERIALS CO P 2019-01-04 2020-10-27
8 SHS OF ANALOG DEVICES INC P 2018-06-26 2020-10-28
7 SHS OF SKYWORKS SOLUTIONS INC P 2019-01-04 2020-10-28
1 SHS OF ALPHABET INC P 2017-04-28 2020-11-12
3 SHS OF BRUNSWICK CORP P 2019-08-05 2020-11-12
10 SHS OF MCDONALDS CORP P 2019-11-05 2020-11-12
3 SHS OF MEDTRONIC PUBLIC LTD COMPANY P 2017-04-28 2020-11-12
10 SHS OF MEDTRONIC PUBLIC LTD COMPANY P 2017-05-17 2020-11-12
12 SHS OF VULCAN MATERIALS CO P 2019-01-04 2020-11-12
9 SHS OF MOTOROLA SOLUTIONS INC P 2017-09-07 2020-11-20
4 SHS OF MOTOROLA SOLUTIONS INC P 2019-01-04 2020-11-20
15 SHS OF ARMSTRONG WORLD INDUSTRIES INC P 2018-08-01 2020-11-23
90 SHS OF AT&T P 2019-01-07 2020-01-08
41 SHS OF AT&T P 2019-01-07 2020-01-14
207 SHS OF AT&T P 2019-01-07 2020-01-29
7 SHS OF BERKSHIRE HATHAWAY INC P 2017-04-28 2020-02-06
11 SHS OF BERKSHIRE HATHAWAY INC P 2017-06-30 2020-02-06
22 SHS OF GENERAL DYNAMICS P 2019-01-07 2020-02-21
11 SHS OF GENERAL DYNAMICS P 2019-01-07 2020-02-26
10 SHS OF GENERAL DYNAMICS P 2019-01-07 2020-02-28
5 SHS OF RAYTHEON CO P 2019-02-12 2020-02-28
16 SHS OF GENERAL DYNAMICS P 2019-01-07 2020-03-06
21 SHS OF MOODYS CORP P 2017-04-28 2020-03-09
116 SHS OF CITIGROUP INC P 2019-01-07 2020-03-10
10 SHS OF ABBVIE INC P 2018-10-12 2020-03-20
2 SHS OF ABBVIE INC P 2018-10-22 2020-03-20
100 SHS OF ABBVIE INC P 2018-10-22 2020-03-27
6 SHS OF ABBVIE INC P 2018-11-02 2020-03-27
307 SHS OF CAMECO CORP P 2018-01-22 2020-03-27
267 SHS OF CAMECO CORP P 2018-04-04 2020-03-27
140 SHS OF CAMECO CORP P 2018-07-17 2020-03-27
8 SHS OF ABBVIE INC P 2018-11-02 2020-04-01
23 SHS OF WALT DISNEY COMPANY P 2018-10-05 2020-04-01
2 SHS OF THERMO FISHER SCIENTIFIC INC P 2016-01-20 2020-04-13
35 SHS OF ELECTRONIC ARTS INC P 2019-01-07 2020-04-28
4 SHS OF ELECTRONIC ARTS INC P 2019-01-07 2020-04-30
2 SHS OF MICROSOFT CORPORATION P 2011-03-11 2020-04-30
23 SHS OF WALT DISNEY COMPANY P 2018-10-05 2020-05-01
25 SHS OF BERKSHIRE HATHAWAY INC P 2017-06-30 2020-05-07
15 SHS OF BERKSHIRE HATHAWAY INC P 2018-01-24 2020-05-07
3 SHS OF BERKSHIRE HATHAWAY INC P 2018-04-03 2020-05-07
9 SHS OF BERKSHIRE HATHAWAY INC P 2018-06-14 2020-05-07
18 SHS OF VIRTU FINANCIAL INC P 2019-05-24 2020-05-28
52 SHS OF WALT DISNEY COMPANY P 2018-10-05 2020-05-29
17 SHS OF WALT DISNEY COMPANY P 2018-12-14 2020-05-29
12 SHS OF WALT DISNEY COMPANY P 2019-01-07 2020-05-29
1 SHS OF SHERWIN-WILLIAMS CO P 2017-04-28 2020-06-11
37 SHS OF ABBVIE INC P 2019-06-26 2020-07-22
17 SHS OF VIRTU FINANCIAL INC P 2019-05-24 2020-07-22
17 SHS OF VIRTU FINANCIAL INC P 2019-05-24 2020-07-28
145 SHS OF CHARLES SCHWAB CORP P 2019-01-17 2020-07-29
26 SHS OF CHARLES SCHWAB CORP P 2019-02-01 2020-07-29
40 SHS OF CHARLES SCHWAB CORP P 2019-02-01 2020-07-29
48 SHS OF CHARLES SCHWAB CORP P 2019-02-21 2020-07-29
53 SHS OF CHARLES SCHWAB CORP P 2019-07-09 2020-07-29
14 SHS OF VIRTU FINANCIAL INC P 2019-05-24 2020-07-30
8 SHS OF VIRTU FINANCIAL INC P 2019-07-02 2020-07-30
28 SHS OF VIRTU FINANCIAL INC P 2019-07-02 2020-08-05
38 SHS OF VIRTU FINANCIAL INC P 2019-07-02 2020-08-10
1 SHS OF THERMO FISHER SCIENTIFIC INC P 2016-01-20 2020-08-12
9 SHS OF THERMO FISHER SCIENTIFIC INC P 2017-04-28 2020-08-12
7 SHS OF VIRTU FINANCIAL INC P 2019-07-02 2020-08-19
19 SHS OF ABBVIE INC P 2019-08-21 2020-08-24
95 SHS OF QUALCOMM INC P 2019-08-21 2020-08-24
111 SHS OF WHEATON PRECIOUS METALS CORP P 2019-08-23 2020-08-24
23 SHS OF VIRTU FINANCIAL INC P 2019-07-02 2020-08-31
23 SHS OF KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC P 2018-09-12 2020-09-04
64 SHS OF ARES CAPITAL CORP P 2017-04-28 2020-09-10
184 SHS OF ARES CAPITAL CORP P 2017-09-26 2020-09-10
164 SHS OF ARES CAPITAL CORP P 2018-08-27 2020-09-10
175 SHS OF ARES CAPITAL CORP P 2018-10-12 2020-09-10
17 SHS OF ARES CAPITAL CORP P 2018-12-18 2020-09-10
14 SHS OF ROPER TECHNOLOGIES INC P 2018-07-30 2020-09-23
68 SHS OF KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC P 2018-09-12 2020-09-24
22 SHS OF KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC P 2018-10-11 2020-09-24
6 SHS OF ROPER TECHNOLOGIES INC P 2018-08-27 2020-09-30
29 SHS OF VIRTU FINANCIAL INC P 2019-07-02 2020-10-23
6 SHS OF VIRTU FINANCIAL INC P 2019-07-03 2020-10-23
60 SHS OF KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC P 2018-10-11 2020-10-30
52 SHS OF KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC P 2018-10-24 2020-10-30
37 SHS OF KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC P 2019-01-08 2020-10-30
32 SHS OF KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC P 2019-01-15 2020-10-30
19 SHS OF KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC P 2019-01-31 2020-10-30
63 SHS OF VIRTU FINANCIAL INC P 2019-07-03 2020-11-03
10 SHS OF THE HOME DEPOT P 2017-04-28 2020-11-05
2 SHS OF THE HOME DEPOT P 2017-05-09 2020-11-05
67 SHS OF ELECTRONIC ARTS INC P 2019-01-07 2020-11-06
11 SHS OF THE HOME DEPOT P 2017-05-09 2020-11-23
3 SHS OF THERMO FISHER SCIENTIFIC INC P 2017-04-28 2020-11-23
2 SHS OF THE HOME DEPOT P 2017-05-09 2020-12-04
12 SHS OF THE HOME DEPOT P 2017-05-09 2020-12-04
4 SHS OF THERMO FISHER SCIENTIFIC INC P 2017-04-28 2020-12-04
4 SHS OF THERMO FISHER SCIENTIFIC INC P 2017-04-28 2020-12-14
(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 162   323 -161
b 343   670 -327
c 2,746   3,464 -718
d 501   1,317 -816
e 515   405 110
1,425   1,327 98
1,429   1,957 -528
1,727   2,390 -663
3,887   4,178 -291
1,829   1,892 -63
1,772   1,924 -152
1,886   2,045 -159
915   1,038 -123
2,429   2,677 -248
2,776   2,918 -142
12,721   13,468 -747
755   1,560 -805
657   1,288 -631
1,488   3,381 -1,893
514   1,052 -538
1,532   2,266 -734
446   425 21
136   190 -54
398   452 -54
116   156 -40
5,502   12,375 -6,873
6,952   8,112 -1,160
2,697   3,223 -526
1,502   1,706 -204
1,398   1,002 396
1,925   1,896 29
2,490   2,084 406
1,456   1,138 318
243   153 90
5,885   6,622 -737
1,298   1,470 -172
870   980 -110
783   881 -98
2,611   3,088 -477
2,001   2,371 -370
1,479   1,770 -291
550   544 6
1,758   1,976 -218
2,717   3,224 -507
642   947 -305
2,698   2,900 -202
3,542   3,792 -250
702   1,063 -361
1,939   1,830 109
860   1,673 -813
1,109   1,930 -821
3,497   4,639 -1,142
2,661   3,519 -858
968   1,342 -374
726   946 -220
1,814   2,360 -546
711   777 -66
1,098   1,206 -108
8,467   7,673 794
438   438 0
730   658 72
232   290 -58
1,857   2,196 -339
294   202 92
2,530   2,762 -232
472   473 -1
2,921   1,551 1,370
104   129 -25
3,008   3,792 -784
2,173   1,927 246
3,339   1,808 1,531
5,867   3,446 2,421
616   345 271
308   185 123
1,232   768 464
2,804   2,443 361
801   663 138
401   339 62
3,063   1,808 1,255
66   85 -19
1,619   2,057 -438
2,058   1,696 362
4,116   3,589 527
2,353   1,559 794
2,880   1,981 899
32,193   29,472 2,721
30,188   29,709 479
23,430   22,620 810
1,486   1,523 -37
1,090   662 428
93   104 -11
1,115   1,248 -133
921   2,297 -1,376
2,191   3,090 -899
1,208   923 285
1,173   630 543
1,566   1,409 157
2,246   1,765 481
185   2,297 -2,112
1,003   2,631 -1,628
519   390 129
714   838 -124
2,502   2,245 257
3,265   2,383 882
4,824   7,918 -3,094
2,323   992 1,331
2,227   926 1,301
1,629   1,323 306
2,077   949 1,128
864   529 335
864   678 186
2,762   5,211 -2,449
8,732   7,020 1,712
2,943   1,573 1,370
2,778   1,384 1,394
1,918   1,309 609
4,141   3,001 1,140
5,199   3,680 1,519
1,850   1,289 561
749   536 213
705   677 28
4,962   4,307 655
2,200   1,780 420
4,157   3,475 682
1,091   929 162
93   88 5
372   395 -23
220   204 16
73   69 4
394   341 53
327   339 -12
264   216 48
540   539 1
716   745 -29
150   86 64
448   372 76
3,948   3,476 472
5,509   5,957 -448
2,078   2,517 -439
2,957   3,558 -601
1,319   1,385 -66
719   846 -127
774     774
2,527   4,110 -1,583
1,238   2,064 -826
2,420   1,636 784
1,200   745 455
593   424 169
935   440 495
4,544   2,838 1,706
964   603 361
3,745   2,325 1,420
4,575   2,488 2,087
4,645   2,787 1,858
3,183   2,209 974
1,510   1,665 -155
2,278   1,607 671
932   791 141
979   440 539
1,745   929 816
206   137 69
2,126   1,909 217
330   248 82
1,102   832 270
1,666   1,205 461
1,494   775 719
664   462 202
1,165   1,040 125
3,551   2,798 753
1,557   1,275 282
7,854   6,435 1,419
1,605   1,159 446
2,522   1,866 656
4,065   3,473 592
1,902   1,736 166
1,560   1,579 -19
917   904 13
2,557   2,526 31
4,532   2,496 2,036
6,203   6,453 -250
691   908 -217
138   169 -31
7,408   8,452 -1,044
444   478 -34
2,091   2,928 -837
1,819   2,569 -750
954   1,532 -578
574   637 -63
2,192   2,645 -453
627   264 363
3,940   3,072 868
454   351 103
356   51 305
2,431   2,645 -214
4,346   4,241 105
2,608   3,245 -637
522   586 -64
1,565   1,731 -166
411   426 -15
6,036   5,980 56
1,973   1,935 38
1,393   1,335 58
549   333 216
3,620   2,508 1,112
441   402 39
430   402 28
4,892   6,896 -2,004
877   1,233 -356
1,350   1,897 -547
1,619   2,207 -588
1,788   2,121 -333
340   331 9
194   173 21
695   606 89
830   822 8
415   132 283
3,734   1,493 2,241
171   151 20
1,795   1,281 514
10,844   7,287 3,557
5,707   3,175 2,532
571   498 73
1,038   825 213
903   1,124 -221
2,596   2,915 -319
2,314   2,856 -542
2,469   2,878 -409
240   260 -20
5,481   4,156 1,325
2,847   2,440 407
921   699 222
2,404   1,795 609
636   628 8
132   131 1
2,243   1,906 337
1,944   1,607 337
1,383   1,051 332
1,196   926 270
710   607 103
1,378   1,372 6
2,885   1,545 1,340
577   315 262
7,702   5,881 1,821
2,980   1,730 1,250
1,354   498 856
532   315 217
3,194   1,891 1,303
1,882   661 1,221
1,876   661 1,215
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       -161
b       -327
c       -718
d       -816
e       110
      98
      -528
      -663
      -291
      -63
      -152
      -159
      -123
      -248
      -142
      -747
      -805
      -631
      -1,893
      -538
      -734
      21
      -54
      -54
      -40
      -6,873
      -1,160
      -526
      -204
      396
      29
      406
      318
      90
      -737
      -172
      -110
      -98
      -477
      -370
      -291
      6
      -218
      -507
      -305
      -202
      -250
      -361
      109
      -813
      -821
      -1,142
      -858
      -374
      -220
      -546
      -66
      -108
      794
      0
      72
      -58
      -339
      92
      -232
      -1
      1,370
      -25
      -784
      246
      1,531
      2,421
      271
      123
      464
      361
      138
      62
      1,255
      -19
      -438
      362
      527
      794
      899
      2,721
      479
      810
      -37
      428
      -11
      -133
      -1,376
      -899
      285
      543
      157
      481
      -2,112
      -1,628
      129
      -124
      257
      882
      -3,094
      1,331
      1,301
      306
      1,128
      335
      186
      -2,449
      1,712
      1,370
      1,394
      609
      1,140
      1,519
      561
      213
      28
      655
      420
      682
      162
      5
      -23
      16
      4
      53
      -12
      48
      1
      -29
      64
      76
      472
      -448
      -439
      -601
      -66
      -127
      774
      -1,583
      -826
      784
      455
      169
      495
      1,706
      361
      1,420
      2,087
      1,858
      974
      -155
      671
      141
      539
      816
      69
      217
      82
      270
      461
      719
      202
      125
      753
      282
      1,419
      446
      656
      592
      166
      -19
      13
      31
      2,036
      -250
      -217
      -31
      -1,044
      -34
      -837
      -750
      -578
      -63
      -453
      363
      868
      103
      305
      -214
      105
      -637
      -64
      -166
      -15
      56
      38
      58
      216
      1,112
      39
      28
      -2,004
      -356
      -547
      -588
      -333
      9
      21
      89
      8
      283
      2,241
      20
      514
      3,557
      2,532
      73
      213
      -221
      -319
      -542
      -409
      -20
      1,325
      407
      222
      609
      8
      1
      337
      337
      332
      270
      103
      6
      1,340
      262
      1,821
      1,250
      856
      217
      1,303
      1,221
      1,215
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 27,935
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 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 835
c All other domestic foundations enter 1.39% 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........................... 3 835
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- ..... 5 835
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 365
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet365 RefundedBullet 11 0
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 the instructions
for the 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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)
    bulletCA
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletWEN-JAI HSIEH Telephone no.bullet (650) 814-5189

    Located atbullet33911 NE WASHOUGAL RIVER ROADWASHOUGALWA ZIP+4bullet98671
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    WEN-JAI HSIEH CHAIRMAN
    2.00
    0 0 0
    33911 NE WASHOUGAL RIVER ROAD
    WASHOUGAL,WA98671
    PAI-HER HSIEH SECRETARY
    10.00
    0 0 0
    33911 NE WASHOUGAL RIVER ROAD
    WASHOUGAL,WA98671
    SHIRLEY CHEN TREASURER
    2.00
    0 0 0
    960 SAN CLEMENTE WAY
    MOUNTAIN VIEW,CA94043
    STEPHEN CHEN DIRECTOR
    2.00
    0 0 0
    960 SAN CLEMENTE WAY
    MOUNTAIN VIEW,CA94043
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    2,380,240
    b
    Average of monthly cash balances.......................
    1b
    369,036
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,749,276
    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
    2,749,276
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    41,239
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,708,037
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    135,402
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    135,402
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    835
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    835
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    134,567
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    134,567
    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
    134,567
    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
    194,600
    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
    194,600
    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
    194,600
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 134,567
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 58,120
    b From 2016...... 72,517
    c From 2017...... 69,389
    d From 2018...... 61,651
    e From 2019...... 68,275
    fTotal of lines 3a through e........ 329,952
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 194,600
    a Applied to 2019, 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 2020 distributable amount..... 134,567
    e Remaining amount distributed out of corpus 60,033
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 389,985
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    58,120
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    331,865
    10 Analysis of line 9:
    a Excess from 2016.... 72,517
    b Excess from 2017.... 69,389
    c Excess from 2018.... 61,651
    d Excess from 2019.... 68,275
    e Excess from 2020.... 60,033
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    WEN-JAI HSIEH
    PAI-HER HSIEH
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    9MARKS
    525 A ST NE
    WASHINGTON DC,DC20002
    NONE CHURCH GENERAL OPERATING 4,000
    AGAPE WAY
    314 SYLVAN WAY
    CHAPEL HILL,NC27516
    NONE OTHER PUBLIC CHARITY GENERAL OPERATING 3,600
    AMBASSADORS FOR CHRIST INC
    21 AMBASSADOR DR
    PARADISE,PA17562
    NONE OTHER PUBLIC CHARITY GENERAL OPERATING 12,000
    BAPTIST INTERNATIONAL OUTREACH INC
    1136 ROMANS ROAD
    JEFFERSON CITY,TN37760
    NONE CHURCH GENERAL OPERATING 1,800
    CAMPUS EVANGELICAL FELLOWSHIP INC
    365 DU PAHZE ST
    NAPERVILLE,IL60565
    NONE OTHER PUBLIC CHARITY GENERAL OPERATING 12,000
    CHINA EVANGELISTIC MISSION INC
    2400 OLD CROW CANYON RD STE A6
    SAN RAMON,CA94583
    NONE CHURCH MISSIONARY SUPPORT 2,400
    CHINA EVANGELICAL SEMINARY ASSOCIATION INC
    PO BOX 627
    LEXINGTON,MA02420
    NONE OTHER PUBLIC CHARITY GENERAL OPERATING 6,000
    CHINA EVANGELICAL SEMINARY NORTH AMERICA
    1520 W CAMERON AVE STE 275
    WEST COVINA,CA94518
    NONE OTHER PUBLIC CHARITY GENERAL OPERATING 6,000
    CHINA OUTREACH MINISTRIES
    555 GETTYSBURG PIKE STE A200
    MECHANICSBURG,PA17055
    NONE OTHER PUBLIC CHARITY MISSIONARY SUPPORT 3,600
    CHRISTIAN BORN ANEW FELLOWSHIP
    POBOX 67-825
    TAIPEI CITY   10499
    TW
    NONE CHURCH GENERAL OPERATING 12,000
    CHRISTIAN COUNSELING AND EDUCATION FOUNDATION
    1803 E WILLOW GROVE AVE
    GLENSIDE,PA19038
    NONE OTHER PUBLIC CHARITY GENERAL OPERATING 4,000
    CHRISTIAN MISSIONS OVERSEAS INC
    1614 OTTERBEIN AVE
    ROWLAND HEIGHTS,CA91748
    NONE COMMUNITY TRUST MISSIONARY SUPPORT 2,400
    CHRISTIAN RENEWAL MINISTRIES INC
    200 NORTH MAIN ST
    MILLTOWN,NJ08850
    NONE CHURCH GENERAL OPERATING 6,000
    ECHO INC
    PO BOX 6773
    THOUSAND OAKS,CA91359
    NONE OTHER PUBLIC CHARITY GENERAL OPERATING 6,000
    EDUCATIONAL RESOURCES & REFERRALS - CHINA
    1405 ARCH ST
    BERKELEY,CA94708
    NONE OTHER PUBLIC CHARITY GENERAL OPERATING 4,000
    FAMILY KEEPERS INC
    20672 CARREY RD
    WALNUT,CA91789
    NONE OTHER PUBLIC CHARITY GENERAL OPERATING 6,000
    FOR ALL SAINTS TEAM MINISTRIES
    PO BOX 41337
    SAN JOSE,CA95160
    NONE OTHER PUBLIC CHARITY MISSIONARY SUPPORT 2,400
    G MEDIA RESOURCES
    PO BOX 87068
    VANCOUVER,WA98687
    NONE CHURCH GENERAL OPERATING 3,000
    GOSPEL OPERATION INTERNATIONAL (USA)
    15824 MAIN ST
    LA PUENTE,CA91744
    NONE OTHER PUBLIC CHARITY GENERAL OPERATING 12,000
    INDUSTRIAL EVANGELICAL MISSIONS INC
    20 CHRISTINA ST
    ARCADIA,CA91006
    NONE PRIVATE FDN GENERAL OPERATING 6,000
    JEWS FOR JESUS
    60 HAIGHT ST
    SAN FRANCISCO,CA94102
    NONE CHURCH GENERAL OPERATING 6,000
    NEW CREATION LIFE MINISTRIES INC
    23 GOLDENROD
    LAKE FOREST,CA92630
    NONE OTHER PUBLIC CHARITY MISSIONARY SUPPORT 2,400
    OC INTERNATIONAL
    5801 N UNION BLVD
    COLORADO SPRINGS,CO80918
    NONE CHURCH GENERAL OPERATING 1,000
    OMF INTERNATIONAL INC
    10 W DRY CREEK CR
    LITTLETON,CO80120
    NONE CHURCH MISSIONARY SUPPORT 2,400
    OVERSEAS CAMPUS MINISTRIES INC
    1753 CABRILLO AVE
    TORRANCE,CA90501
    NONE OTHER PUBLIC CHARITY GENERAL OPERATING 24,000
    PRISONERS FOR CHRIST OUTREACH MINISTRIES
    PO BOX 1530
    WOODINVILLE,WA98072
    NONE OTHER PUBLIC CHARITY GENERAL OPERATING 6,000
    THE BLESSINGS CULTURAL MISSION FELLOWSHIP
    PO BOX 18410
    IRVINE,CA92623
    NONE CHURCH GENERAL AND MISSIONARY SUPPORT 8,400
    THE MASTER'S SEMINARY
    13248 ROSCOE BLVD
    SUN VALLEY,CA91352
    NONE SCHOOL GENERAL OPERATING 4,000
    THE MEDIA EVANGELISM ASSOCIATION-USA
    1613 S MAIN ST
    MILPITAS,CA95035
    NONE OTHER PUBLIC CHARITY GENERAL OPERATING 6,000
    THE NAVIGATORS
    PO BOX 6000
    COLORADO SPRINGS,CO80934
    NONE CHURCH MISSIONARY SUPPORT 3,600
    VILLAGE GOSPEL MISSION
    726 MARION AVE
    PALO ALTO,CA94303
    NONE SUPPORTING ORG GENERAL OPERATING 12,000
    VISION TEAM INTERNATIONAL (USA) INC
    PO BOX 235544
    ENCINITAS,CA92023
    NONE CHURCH MISSIONARY SUPPORT 3,600
    Total .................................bullet 3a 194,600
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 24  
    4 Dividends and interest from securities....     14 54,425  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 27,935  
    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 82,384 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    82,384
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    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 (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE HSIEH CHRISTIAN FOUNDATION
     
    C/O WEN-JAI HSIEH
    EIN:
    77-0257267
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX RETURN PREPARATION & TAX CONSULTATION 1,580 0   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE HSIEH CHRISTIAN FOUNDATION
     
    C/O WEN-JAI HSIEH
    EIN:
    77-0257267
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 716,848 771,698

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE HSIEH CHRISTIAN FOUNDATION
     
    C/O WEN-JAI HSIEH
    EIN:
    77-0257267
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 885,269 1,238,839

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE HSIEH CHRISTIAN FOUNDATION
     
    C/O WEN-JAI HSIEH
    EIN:
    77-0257267
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS AT COST 467,945 676,547

    TY 2020 OtherExpensesSchedule
    Name:
    THE HSIEH CHRISTIAN FOUNDATION
     
    C/O WEN-JAI HSIEH
    EIN:
    77-0257267
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 21,318 21,318   0
    BANK CHARGES 15 0   0


    TY 2020 TaxesSchedule
    Name:
    THE HSIEH CHRISTIAN FOUNDATION
     
    C/O WEN-JAI HSIEH
    EIN:
    77-0257267
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FTB FEES 10 0   0
    EXCISE TAX 1,023 1,023   0