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 Chin Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

47-2356672
B Telephone number (see instructions)

(800) 839-1754
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$6,112,369
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) 874,950
2 Check bullet.............
3 Interest on savings and temporary cash investments 179 179  
4 Dividends and interest from securities... 104,027 104,027  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -75,302
b Gross sales price for all assets on line 6a 1,514,588
7 Capital gain net income (from Part IV, line 2)... 0
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........ 903,854 104,206  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 23,845 23,845    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,892 1,374    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 20,839 1,441   19,398
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,576 26,660   19,398
25 Contributions, gifts, grants paid....... 83,750 83,750
26 Total expenses and disbursements. Add lines 24 and 25 131,326 26,660   103,148
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 772,528
b Net investment income (if negative, enter -0-) 77,546
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......... 965,108 1,024,531 1,024,531
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) 82,512    
b Investments—corporate stock (attach schedule)....... 1,416,627 Click to see attachment1,714,252 2,188,396
c Investments—corporate bonds (attach schedule)....... 1,124,904 Click to see attachment1,581,133 1,668,919
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 899,140 Click to see attachment940,903 1,230,523
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) 4,488,291 5,260,819 6,112,369
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 4,488,291 5,260,819
29 Total net assets or fund balances (see instructions)..... 4,488,291 5,260,819
30 Total liabilities and net assets/fund balances (see instructions). 4,488,291 5,260,819
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
4,488,291
2
Enter amount from Part I, line 27a .....................
2
772,528
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,260,819
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,260,819
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 Publicly-traded Securities      
b
c
d
e
(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 1,514,588   1,589,890 -75,302
b
c
d
e
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       -75,302
b
c
d
e
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 -75,302
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 1,078
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  
3 Add lines 1 and 2........................... 3 1,078
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,078
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,050
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 60
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,110
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
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 32
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet32 RefundedBullet 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 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletDE
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
    Pamela Elizabeth Chin Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Patricia A Chin Pres, Dir, Sec, Treas
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    William Chin VP, Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    William Edward Chin Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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.........................bullet  
    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
    3,491,036
    b
    Average of monthly cash balances.......................
    1b
    232,798
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,183,743
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,907,577
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,907,577
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    73,614
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,833,963
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    241,698
    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
    241,698
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,078
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,078
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    240,620
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    240,620
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    240,620
    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
    103,148
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    103,148
    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
    103,148
    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 7 240,620
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 1,169,095
    c From 2017......  
    d From 2018...... 316,895
    e From 2019...... 51,726
    fTotal of lines 3a through e........ 1,537,716
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 103,148
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2020 distributable amount..... 103,148
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 137,472 137,472
    (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 1,400,244
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    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) .......
     
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    1,400,244
    10 Analysis of line 9:
    a Excess from 2016.... 1,031,623
    b Excess from 2017....  
    c Excess from 2018.... 316,895
    d Excess from 2019.... 51,726
    e Excess from 2020....  
    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).)
    Patricia A Chin
    William Chin
    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
    ALL SOULS CHURCH
    17 S ELECTRIC AVE
    ALHAMBRA,CA91801
    N/A PC General & Unrestricted 1,000
    CATHOLIC CHARITIES OF LOS ANGELES
    1531 JAMES M WOOD BLVD
    LOS ANGELES,CA90015
    N/A PC General & Unrestricted 1,000
    CENTER THEATRE GROUP OF LOS ANGELES
    601 W TEMPLE ST
    LOS ANGELES,CA90012
    N/A PC General & Unrestricted 15,000
    CONVALESCENT AID SOCIETY
    3255 E FOOTHILL BLVD
    PASADENA,CA91107
    N/A PC General & Unrestricted 4,250
    DENISON UNIVERSITY
    100 W COLLEGE ST
    GRANVILLE,OH43023
    N/A PC Institutional Advancement Fund 1,000
    GOOD NEIGHBOR HEALTH CLINIC INC
    PO BOX 1250
    WHITE RIV JCT,VT05001
    N/A PC General & Unrestricted 5,000
    GREATER LOS ANGELES ZOO ASSOCIATION
    5333 ZOO DR
    LOS ANGELES,CA90027
    N/A PC General & Unrestricted 1,000
    LISTEN LEBANON IN SERVICE TO EACH NEIGHBOR
    60 HANOVER ST
    LEBANON,NH03766
    N/A PC General & Unrestricted 2,000
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741
    N/A PC General & Unrestricted 5,000
    MUSEUM OF FINE ARTS
    465 HUNTINGTON AVE
    BOSTON,MA02115
    N/A PC General & Unrestricted 5,000
    PLANNED PARENTHOOD PASADENA AND SAN GABRIEL VALLEY
    2333 LAKE AVE 2ND FL
    ALTADENA,CA91001
    N/A PC General & Unrestricted 10,000
    RENSSELAER POLYTECHNIC INSTITUTE
    110 8TH ST
    TROY,NY12180
    N/A PC General & Unrestricted 5,000
    RHODE ISLAND LEGAL EDUCATION FOUNDATION
    169 BLUFF AVE
    CRANSTON,RI02905
    N/A PC General & Unrestricted 5,000
    ST MARY ACADEMY-BAY VIEW-EAST PROVIDENCE
    3070 PAWTUCKET AVE
    RIVERSIDE,RI02915
    N/A PC General & Unrestricted 7,500
    UNIVERSITY OF SOUTHERN CALIFORNIA - KUSC
    PO BOX 80354
    LOS ANGELES,CA90074
    N/A PC General & Unrestricted 500
    UPPER VALLEY HAVEN INC
    713 HARTFORD AVE
    WHITE RIVER JUNCTION,VT05001
    N/A PC General & Unrestricted 4,000
    UPPER VALLEY WALDORF SCHOOL
    PO BOX 709
    QUECHEE,VT05059
    N/A PC General & Unrestricted 10,000
    VERMONT INSTITUTE OF NATURAL SCIENCE INC
    PO BOX 1281
    QUECHEE,VT05059
    N/A PC General & Unrestricted 1,000
    WIKIMEDIA FOUNDATION INC
    PO BOX 98204
    WASHINGTON,DC20090
    N/A PC General & Unrestricted 500
    Total .................................bullet 3a 83,750
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........
        14 179  
    4 Dividends and interest from securities....     14 104,027  
    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 -75,302  
    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)..   28,904  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    28,904
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    The Chin Family Foundation
     
    Employer identification number

    47-2356672
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    The Chin Family Foundation
     
    Employer identification number
    47-2356672
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    Chin CLAT DTD 12202016 PE Chin
    c/o Mrs P Chin 724 Crest Vista Dr
     
    Monterey Park, CA917543748

    $ 874,950


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    The Chin Family Foundation
     
    Employer identification number

    47-2356672
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    The Chin Family Foundation
     
    Employer identification number

    47-2356672
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    The Chin Family Foundation
    EIN:
    47-2356672
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    The Chin Family Foundation
    EIN:
    47-2356672
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMC NETWORKS INC - 4.750% - 08 47,676 48,537
    AMERICAN TOWER CORP - 3.375% - 10,101 10,110
    AMERICAN TOWER CORP BOND - 4.0 29,727 33,882
    AT&T INC - 4.100% - 02/15/2028 10,428 10,581
    ATT INC - 3.800% - 02/15/2027 33,893 34,528
    BALL CORP - 4.000% - 11/15/202 6,398 6,390
    BALL CORP - 4.875% - 03/15/202 46,033 46,310
    BOOKING HOLDINGS INCNOTE - 4.5 23,716 23,787
    BROADCOM CORP/BROADCOM CAYMAN 11,535 12,345
    CA INC - 3.600% - 08/15/2022 35,817 38,117
    CARLISLE COS INC NOTE CALL - 3 14,935 16,442
    CARLISLE COS INC NOTE CALL - 3 26,636 28,308
    CBS OUTDOOR AMERS CAP LLC BOND 47,069 48,600
    CDK GLOBAL INC - 5.875% - 06/1 34,579 34,620
    CDK GLOBAL INC NTS - 4.500% - 14,180 15,383
    CDW CORP - 3.250% - 02/15/2029 43,000 43,847
    CDW LLC / CDW FIN CORP - 4.250 9,443 9,502
    CENTURYLINK INC - 5.800% - 03/ 17,519 17,850
    CENTURYLINK INC NOTE - 6.750% 33,558 34,526
    CITRIX SYS INC - 4.500% - 12/0 50,034 54,091
    COACH INC - 4.250% - 04/01/202 43,702 59,005
    DISCOVERY COMMS LLC - 2.950% 26,569 27,393
    DISCOVERY COMMUNICATIONS LLC D 5,662 5,739
    DOLLAR TREE INC - 4.200% - 05/ 39,982 44,036
    ENCOMPASS HEALTH CORP - 4.500% 5,250 5,225
    HP INC NOTE - 3.000% - 06/17/2 8,638 8,827
    IHS MARKIT - 4.250% - 05/01/20 22,287 23,082
    IHS MARKIT - 4.750% - 08/01/20 4,754 4,926
    KLA-TENCOR SR GLBL NT - 4.650% 8,415 9,106
    KOHLS CORP - 4.250% - 07/17/20 39,599 43,254
    KRAFT HEINZ FOODS CO - 3.950% 47,120 51,759
    LAMAR MEDIA CORP SER B NOTE - 18,964 19,526
    MASCO CORP - 4.450% - 04/01/20 26,966 30,998
    MASCO CORP NT - 5.950% - 03/15 20,793 20,230
    MICROSOFT TECH - 4.333% - 06/0 49,532 50,850
    MOTOROLA SOLUTIONS - 0.000% - 40,302 43,333
    MOTOROLA SOLUTIONS INC NOTE - 6,723 7,188
    PRICELINE GRP INC NOTE - 0.036 21,395 21,595
    QVC INC - 4.375% - 03/15/2023 9,006 9,439
    QVC INC - 4.450% - 02/15/2025 38,073 41,644
    QVC INC NOTE - 4.750% - 02/15/ 5,250 6,435
    REYNOLDS AMERICAN - 4.450% - 0 11,977 12,529
    REYNOLDS AMERICAN INC - 4.850% 28,523 31,228
    SBA COMMUNICATIONS CORP - 4.87 50,657 50,261
    SERVICE CORP INTL NOTE - 4.625 48,242 48,990
    SILGAN HOLDINGS - 4.125% - 02/ 30,833 31,163
    TEMPUR SEALY - 5.500% - 06/15/ 43,971 46,832
    TEMPUR SEALY INTL INC NOTE - 5 3,004 3,049
    TRINITY ACQUISITION PLC - 4.40 4,625 4,660
    TRINITY PARTNERS ACQUISITION - 5,204 5,510
    UNITED RENTALS - 5.500% - 05/1 46,934 47,080
    UNITED RENTALS NORTHAMER INC - 5,318 5,294
    VALVOLINE INC - 4.375% - 08/15 50,962 51,639
    VERISK ANALYTICS - 4.125% - 09 7,202 7,415
    VERISK ANALYTICS INC - 4.000% 34,630 36,250
    WESCO DISTR INC NOTE - 5.375% 8,220 8,200
    WESCO DISTR INC NT - 5.375% - 42,000 42,025
    WESTERN DIGITAL CORP - 4.750% 43,721 50,830
    WILLIS NORTH AMER INC NOTE - 4 5,984 6,027
    WILLIS NORTH AMERICA - 3.600% 31,252 34,941
    ZIMMER BIOMET HLDGS - 3.550% - 35,464 36,451
    ZIMMER BIOMET HOLDINGS INC - 3 7,151 7,199

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Chin Family Foundation
    EIN:
    47-2356672
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD 7,289 10,233
    ABBOTT LABS 7,511 9,526
    ABBVIE INC 17,756 23,252
    ACCELERON PHARMA INC 5,035 6,653
    ACCENTURE PLC 5,264 8,620
    ACI WORLDWIDE INC 3,044 4,996
    ADVANCED ENERGY IND INC 2,167 3,879
    AIA GROUP LTD ADR 6,388 9,286
    AIR PRODS & CHEM INC 11,733 13,934
    ALSTOM 5,278 5,935
    AMC NETWORKS INC 3,320 2,039
    AMERICAN TOWER REIT INC 2,690 2,694
    AMGEN INC 5,017 4,828
    AON PLC CL A 7,253 11,197
    ARGENX SE 2,112 4,117
    ARISTA NETWORKS 5,323 6,102
    ARROWHEAD PHARMACEUTICALS INC 2,517 11,356
    ATRICURE, INC. 4,534 5,456
    AUTODESK, INC 6,425 24,122
    AUTOMATIC DATA PROCESSING INC 10,327 10,748
    BANCO SANTANDER CEN 4,429 5,856
    BAUSCH HEALTH COS INC 8,576 8,382
    BEIERSDORF AG ADR EACH REPR 0. 7,278 7,363
    BEIGENE LTD 2,524 5,168
    BERRY PLASTICS GROUP INC 6,465 7,810
    BHP BILLITON LIMITED 5,155 6,861
    BIOGEN INC 21,149 18,365
    BIOMARIN PHARMACEUTICAL INC 7,139 7,804
    BLACKLINE INC 1,892 4,135
    BLACKROCK INC 10,081 14,431
    BLUEBIRD BIO INC 6,006 2,120
    BNP PARIBAS SPONS ADR 6,369 6,147
    BROADCOM INC 23,422 42,034
    CALRSBERG AS SP ADR REP B 5,017 6,747
    CANADIAN NATL RAILWAY CO 4,055 5,822
    CARDINAL HEALTH INC 2,810 3,106
    CARMAX INC 5,356 5,762
    CERENCE INC 621 4,019
    CHAMPIONX CORP 6,560 5,447
    CHEVRON CORP 10,937 7,769
    CHURCHILL DOWNS INC 2,278 4,480
    CISCO SYSTEMS INC 12,207 11,411
    CITIZENS FINANCIAL GROUP, INC 6,154 8,690
    CITRIX SYSTEMS INC 10,351 13,661
    COGENT COMMUNICATIONS GROUP, I 1,676 1,197
    COGNEX CORPORATION 3,800 6,022
    COMCAST CORP 26,838 36,890
    CONTL AG SPONS ADR 2,980 4,099
    CREE, INC 6,166 15,885
    CROWN CASTLE INTL 11,450 12,894
    DAIWA HOUSE IND LTD 6,492 5,375
    DBS GROUP HLDGS SPON ADR 5,775 5,171
    DICK'S SPORTING GDS 3,215 5,228
    DISCOVERY INC (FORMERLY DISC C 7,609 9,689
    DOLBY LABORATORIES 11,126 18,940
    DRIEHAUS EMERGING MARKETS GROW 80,522 139,976
    EATON CORP PLC 4,289 5,166
    ELI LILLY & CO 6,588 8,442
    EMCOR GROUP INC 4,798 6,036
    ENEL SOCIETA PER AZI 8,917 10,668
    ENGIE 11,481 12,760
    ENTEGRIS INC MINNESOTA 3,119 9,322
    ENVESTNET INC 3,280 4,608
    EQUINOR ASA 4,983 3,859
    ETSY INC 4,738 17,969
    EVERBRIDGE INC 2,920 4,621
    EVERSOURCE ENERGYINC 1,744 1,817
    EXACT SCIENCES CORPORATION 2,904 5,035
    EXELIXIS, INC. 6,341 5,921
    FERGUSON PLC SPON ADR 4,285 6,636
    FIBROGEN INC 3,037 2,708
    FIREEYE INC 6,368 11,622
    FLUGHAFEN ZURICH AG 1,346 2,441
    FORTINET INC 2,830 7,427
    FORTUNE BRANDS HOME & SECURITY 2,290 3,086
    FREEPORT-MCMORAN COPPER & GOLD 8,906 14,701
    FUJITSU LTD ADR OTC 4,186 4,519
    GAMESA CORP TECN UNSP/ADR 1,896 4,463
    GODADDY INC 7,508 8,295
    GRACO INC 3,014 4,920
    GUARDANT HEALTH INC 7,789 13,404
    GUGGENHEIM TOTAL RETURN BOND F 93,215 101,424
    GUIDEWIRE SOFTWARE INC 2,696 4,634
    HENRY JACK & ASSOC INC 3,927 4,860
    HEXAGON 3,934 6,436
    HITACHI LTD 8,287 8,416
    HOME DEPOT INC 13,951 17,000
    HONEYWELL INTL 7,712 9,146
    HYATT HOTELS CORP 5,316 7,128
    ILLINOIS TOOL WORKS 6,286 7,136
    IMMUNOGEN, INC 882 806
    INARI MEDICAL INC 2,584 3,404
    INDUSTRIA DE DISENO 1,947 2,214
    INFORMA PLC SPONSORED ADR 4,037 3,982
    INSPERITY INC 5,825 4,722
    INTERTEK GROUP UNSP ADR 3,201 3,359
    INVESCO OPPENHEIMER DEVELOPING 100,847 136,110
    IONIS PHARMACEUTICALS INC 6,904 9,442
    IRHYTHM TECHNOLOGIES INC 3,404 10,674
    JOHNSON & JOHNSON 2,615 2,833
    JOHNSON CONTROLS INTERNATIONAL 13,859 17,331
    JP MORGAN CHASE 18,255 16,773
    KAO CORP 4,663 4,848
    KNORR BREMSE ADR 5,087 6,180
    KONINKLIJKE DSM NV ADR 5,083 7,868
    L'AIR LIQUIDE ADR OTC 6,736 7,302
    L3HARRIS TECHNOLOGIES 10,551 13,609
    LIBERTY BROADBAND CORP (LBRDA) 371 788
    LIBERTY BROADBAND CORP (LBRDK) 1,366 2,851
    LIBERTY MEDIA CORP - SER A 218 304
    LIBERTY MEDIA CORP - SER C 3,133 3,834
    LIBERTY SIRIUS XM CORP - SER C 2,613 3,176
    LIBERTY SIRIUS XM GROUP - SER 1,287 1,555
    LIONS GATE ENTERTAINMENT CORP 1,425 550
    LITHIA MOTORS INC CL A 2,912 3,219
    LIVE NATION INC COM 3,302 5,070
    LOCKHEED MARTIN CORP 14,904 12,779
    LONDON STK EXCHANGE GROUP 4,471 5,095
    LONZA GROUP AG UNSP/ADR 2,802 5,575
    LYONDELLBASELL INDUSTRIES NV 1,576 1,558
    MAKITA CORP 6,968 7,751
    MARSH AND MCLENNAN COMPANIES I 8,933 9,360
    MCDONALD'S CORP 9,562 10,300
    MEDTRONIC PLC 22,938 28,816
    MERCK & CO INC 14,568 14,969
    MERCK KGAA SPON ADR EACH REPR 5,280 6,083
    MICROSOFT CORP 11,644 16,237
    MOHAWK INDS INC 3,959 6,625
    MOLINA HEALTHCARE 4,338 6,806
    MONDELEZ INTERNATIONAL INC 11,226 12,045
    MORGAN STANLEY FLEXIBLE INCOME 70,869 73,312
    NATL OILWELL VARCO 5,784 2,348
    NEUROCRINE BIOSCIENCES, INC 6,129 5,368
    NEW YORK TIMES CO CL A 4,545 7,041
    NEXON COMPANY 4,106 6,260
    NEXTERA ENERGY, INC 18,035 23,145
    NINTENDO CO LTD ADR UNSPON 6,852 11,192
    NORDEA BANK ABP 6,334 5,312
    NORDSON CP 3,603 6,430
    NOVARTIS AG ADR 8,950 11,143
    NOVOCURE LTD 3,691 7,614
    NOW INC 3,745 2,197
    NUANCE COMMUNICATIONS, INC 4,132 14,329
    NUCOR CP 8,157 7,659
    OKTA INC 4,012 8,391
    PAYCHEX 10,147 11,182
    PAYCOM SOFTWARE 3,410 6,332
    PENTAIR INC. COM 4,622 5,574
    PEPSICO INC 14,204 15,423
    PERFORMANCE FOOD GROUP COMPANY 2,111 3,476
    PERNOD-RECARD SA 5,500 6,021
    PHILLIPS 66 4,868 3,217
    PNC FINANCIAL GROUP INC 9,278 8,791
    POWER INTEGRATIONS, INC 2,132 5,648
    PROCTER GAMBLE CO 6,188 7,096
    PROLOGIS 7,016 7,674
    PRUDENTIAL PLC SC 9,243 6,758
    PVH CORP 4,154 7,605
    QUALCOMM INC 9,961 12,492
    QUALYS INC COM 4,963 6,825
    QURATE RETAIL INC QVC GROUP 6,014 3,850
    REALTY INCOME CORP 4,666 3,979
    REINSURANCE GROUP AMER INC 5,689 5,331
    RELX PLC 10,900 12,552
    REVOLVE GROUP INC 4,230 4,333
    RITCHIE BROS AUCTIONEERS 3,106 2,921
    RYANAIR HOLDINGS PLC-ADR COM 6,850 7,369
    RYOHIN KEIKAKU 7,846 5,361
    SAFRAN SA - UNSPON ADR 9,277 11,808
    SAMPO PLC UNSPONSORED ADR 8,797 6,914
    SANDVIK AB SPONS ADR 5,413 6,615
    SANOFI-AVENTIS SPONSORED ADR 10,771 11,905
    SEAGATE TECHNOLOGY 11,763 15,167
    SEAWORLD ENTERTAINMENT INC 4,221 5,181
    SEMPRA ENERGY COM 9,535 8,154
    SEMTECH CORPORATION 3,354 4,397
    SHIMANO INC UNSP ADR EACH REPR 4,923 6,612
    SHIN-ETSU CHEMICAL C 4,607 8,752
    SHOCKWAVE MEDICAL ORD SHS 1,918 2,074
    SMITH A O CORP DEL COM 5,836 5,975
    STARBUCKS CORP COM 10,937 13,266
    SUMITOMO MITSUI FINCL GRP 8,517 6,244
    SUNCOR ENERGY INC 8,784 4,195
    SUZUKI MOTOR CORP UNSP ADR 5,429 5,045
    SYNCHRONY FINANCIAL 5,843 9,129
    TE CONNECTIVITY LTD 13,399 18,766
    TELENOR ASA 7,261 6,035
    TESCO PLC S ADR 8,422 8,993
    TEXAS INSTRUMENTS INC 14,851 19,039
    THE COCA-COLA CO 4,272 4,332
    THE MOSAIC CO 4,636 6,006
    TOPBUILD CORP 4,028 4,234
    TRACTOR SUPPLY CO COM 3,946 7,591
    TRUIST FINANCIAL CORPORATION 14,698 12,606
    TWITTER INC 15,075 32,652
    UNILEVER PLC AMER 7,560 8,330
    UNITED PARCEL SERVICE 2,214 2,189
    UNITEDHEALTH GROUP INC 17,997 33,315
    UNIVERSAL DISPLAY CORP 3,270 5,056
    US BANCORP 7,804 6,243
    VERACYTE INC 2,049 4,062
    VERIZON COMMUNICATIONS 7,461 8,284
    VERTEX PHARMCTLS INC 16,719 22,216
    VESTAS WIND SYS UNSP/ADR 3,067 8,996
    VIKING THERAPEUTICS INC 2,031 749
    VINCI SA ADR 4,463 4,436
    VIVENDI SA 7,219 8,956
    VOLKSWAGEN AG ADR 9,809 10,409
    WEC ENERGY GROUP, INC 8,681 8,743
    WESTERN DIGITAL CORP 13,557 12,850
    WOLTERS KLUWER S/ADR 3,501 5,624
    WPX ENERGY INC 4,603 3,276
    Z HOLDINGS CORP 2,782 3,345
    ZENDESK INC 2,784 5,009
    ZYNGA INC 3,506 5,912

    TY 2020 InvestmentsOtherSchedule2
    Name:
    The Chin Family Foundation
    EIN:
    47-2356672
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AG ENERGY PARTNERS II OFFSHORE   171,221 129,015
    ALPHAKEYS MILLENIUM FD (OFFSHO   10,443 15,599
    ALPHAKEYS MILLENIUM FUND (OFFS   251,396 359,264
    ATLAS ENHANCED FUND LTD   450,000 668,802
    CLOVER PRIVATE CREDIT OPP ORIG   31,694 31,694
    CLOVER PRIVATE CREDIT OPP SECO   26,149 26,149

    TY 2020 OtherExpensesSchedule
    Name:
    The Chin Family Foundation
    EIN:
    47-2356672
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 19,373     19,373
    Bank Charges 1,441 1,441    
    State or Local Filing Fees 25     25


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Chin Family Foundation
    EIN:
    47-2356672
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 23,845 23,845    


    TY 2020 TaxesSchedule
    Name:
    The Chin Family Foundation
    EIN:
    47-2356672
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 900      
    990-PF Extension for 2019 618      
    Foreign Tax Paid 1,374 1,374