Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
MY Charitable 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

20-8103829
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$16,203,508J 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) 1,500,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 10,949 10,949  
4 Dividends and interest from securities... 180,058 180,058  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 167,387
b Gross sales price for all assets on line 6a 730,182
7 Capital gain net income (from Part IV, line 2)... 274,618
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........ 1,858,394 465,625  
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)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,126 2,726    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,952 427   6,525
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,078 3,153   6,525
25 Contributions, gifts, grants paid....... 629,177 629,177
26 Total expenses and disbursements. Add lines 24 and 25 645,255 3,153   635,702
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,213,139
b Net investment income (if negative, enter -0-) 462,472
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 260,752 1,745,911 1,745,911
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 9,488,430 Click to see attachment
List of Attached Documents:
// Content
9,216,410 		14,457,597
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,749,182 10,962,321 16,203,508
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 9,749,182 10,962,321
29 Total net assets or fund balances (see instructions)..... 9,749,182 10,962,321
30 Total liabilities and net assets/fund balances (see instructions). 9,749,182 10,962,321
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
9,749,182
2
Enter amount from Part I, line 27a .....................
2
1,213,139
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
10,962,321
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,962,321
Form 990-PF (2023)
Form 990-PF (2023)
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 730,182   455,564 274,618
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       274,618
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 2 274,618
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
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 right arrow 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) 1 6,428
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 6,428
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 6,428
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,630
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,630
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,799
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
Mindy Ying Pres, Dir, Sec
2.0 		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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow  
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
13,282,033
b
Average of monthly cash balances.......................
1b
320,189
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,602,222
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
13,602,222
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
204,033
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,398,189
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
669,909
Part X
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 IX, line 6..................
1
669,909
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,428
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,428
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
663,481
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
663,481
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
663,481
Part XI
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
635,702
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
635,702
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 663,481
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 635,702
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 635,702
a Applied to 2022, but not more than line 2a 635,702
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 2023 distributable amount.....  
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(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 0
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		663,481
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
Mindy Ying
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

AMERICAN CHINESE DANCE ASSOCIATION

10904 GRAND AVE
TEMPLE CITY,CA91780 		N/A PC General & Unrestricted 6,600

ART LEAGUE LOS ANGELES LIONS CLUB FOUNDATION

4046 TEMPLE CITY BLVD STE 105
ROSEMEAD,CA91770 		N/A PC General & Unrestricted 2,000

ASSO OF NO CA CHINESE SCHOOLS

PO BOX 362250
MILPITAS,CA95036 		N/A PC General & Unrestricted 5,000

CCU HWA KANG INSTITUTE OF NORTH AMERICA

3107 GLADYS AVE
ROSEMEAD,CA91770 		N/A PC General & Unrestricted 16,000

CHIEN KUO HIGH SCHOOL ALUMNI ASSOCIATION OF SOUTHE

4046 TEMPLE CITY BLVD STE 106
ROSEMEAD,CA91770 		N/A PC General & Unrestricted 400

CHINESE AMERICAN PHYSICIANS SOCIETY

PO BOX 3287
SAN LEANDRO,CA94578 		N/A PC General & Unrestricted 4,000

CHINESE CHRISTIAN HERALD CRUSADES INC

156-03 HORACE HARDING EXPY
FLUSHING,NY11367 		N/A PC General & Unrestricted 3,500

CHINESE CLUB OF SAN MARINO

2425 HUNTINGTON DR
SAN MARINO,CA91108 		N/A PC General & Unrestricted 2,500

CHINESE OUTREACH

601 LAS TUNAS DR STE 103
ARCADIA,CA91007 		N/A PC General & Unrestricted 5,850

CHINESE PASTOR CARE MINISTRIES

10942 RANCHITO ST
EL MONTE,CA91731 		N/A PC General & Unrestricted 1,000

CHINESE THEATER WORKS INC

37-18 NORTHERN BLVD 105
LONG ISLAND CITY,NY11101 		N/A PC General & Unrestricted 15,000

FAMILY KEEPERS INC

20672 CARREY RD
WALNUT,CA91789 		N/A PC General & Unrestricted 15,000

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

PO BOX 770001
CINCINNATI,OH45277 		N/A PC The Mindy Ying Charitable Fund 469,172

FIRST EVANGELICAL CHURCH ASSOCIATION

2617 WEST BEVERLY BLVD
MONTEBELLO,CA90640 		N/A PC General & Unrestricted 5,000

FIRST EVANGELICAL CHURCH OF SAN GABRIEL VALLEY

3658 N WALNUT GROVE AVE
ROSEMEAD,CA91770 		N/A PC General & Unrestricted 33,965

GLOBAL FEDERATION OF CHINESE BUSINESS WOMEN SOUTHE

4046 TEMPLE CITY BLVD STE 102
ROSEMEAD,CA91770 		N/A PC Emergency relief funds for Turkey Earthquake 3,200

GLOBAL FEDERATION OF CHINESE BUSINESS WOMEN SOUTHE

4046 TEMPLE CITY BLVD STE 102
ROSEMEAD,CA91770 		N/A PC General & Unrestricted 13,240

GLOBAL LIFE ENRICHMENT CENTER

16371 SCIENTIFIC
IRVINE,CA92618 		N/A PC General & Unrestricted 2,000

HABIBI INTERNATIONAL

5309 LINCOLN AVE
CYPRESS,CA90630 		N/A PC General & Unrestricted 3,000

HENRY E HUNTINGTON LIBRARY & ART GALLERY

1151 OXFORD RD
SAN MARINO,CA91108 		N/A PC General & Unrestricted 700

HOPE MEDIA INTERNATIONAL INC

45584 CHEROKEE LN
FREMONT,CA94539 		N/A PC General & Unrestricted 1,000

IN YOU INC

13334 CAMPOLINA DR
EASTVALE,CA92880 		N/A PC General & Unrestricted 3,000

LA OPEN TABLE TENNIS

2633 TROY AVE
S EL MONTE,CA91733 		N/A PC General & Unrestricted 3,000

LOS ANGELES CHINESE AMERICAN PERFORMING ARTS ASSOC

4046 TEMPLE CITY BLVD STE 103
ROSEMEAD,CA91770 		N/A PC General & Unrestricted 250

LOS GATOS - SARATOGA UNION HIGH SCHOOL DISTRICT

17421 FARLEY RD W
LOS GATOS,CA95030 		N/A GOV Drug prevention and education fund 2,000

LUKE SERVICES INTERNATIONAL INC

3733 ROSEMEAD BLVD STE 105
ROSEMEAD,CA91770 		N/A PC General & Unrestricted 700

OVERSEAS COMMUNITY CARE NETWORK OF LOS ANGELES

9443 TELSTAR AVE
EL MONTE,CA91731 		N/A PC General & Unrestricted 500

SOUTHERN CALIFORNIA FOUNDATION FOR THE PRESERVATIO

3107 GLADYS AVE
ROSEMEAD,CA91770 		N/A PC General & Unrestricted 600

TAIWANESE BENEVOLENT ASSOCIATION OF CALIFORNIA

324 S DIAMOND BAR BLVD
DIAMOND BAR,CA91765 		N/A PC General & Unrestricted 2,000

UNITED CHINESE AMERICANS

1050 CONNECTICUT AVE NW STE 500
WASHINGTON,DC20036 		N/A PC UCA Community Fund 3,000

UPWARD BOUND STUDY CENTER INC

603 N NEW AVE STE E
MONTEREY PARK,CA91755 		N/A PC General & Unrestricted 2,000

WORLD VISION

PO BOX 9716
FEDERAL WAY,WA98063 		N/A PC Charitable Event 4,000
Total .................................right arrow 3a 629,177
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 10,949  
4 Dividends and interest from securities ....     14 180,058  
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 ............ 		    18 167,387  
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) ..   358,394  
13Total. Add line 12, columns (b), (d), and (e)..................
13
358,394
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
Name of the organization
MY Charitable Foundation
 
Employer identification number

20-8103829
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
MY Charitable Foundation
  		Employer identification number
20-8103829
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
Ying Mindy
555 De Sales Street
 
San Gabriel, CA91775

$ 1,500,000


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
MY Charitable Foundation
  		Employer identification number

20-8103829
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
MY Charitable Foundation
  		Employer identification number

20-8103829
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) (2023)
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 2023 DepreciationSchedule
Name:
MY Charitable Foundation
EIN:
20-8103829
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 2023 InvestmentsCorpStockSchedule
Name:
MY Charitable Foundation
EIN:
20-8103829
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 67,378 110,840
ABBVIE INC 50,887 77,485
ACCENTURE PLC 30,149 105,273
ACM RESEARCH INC 12,632 13,678
ACUITY BRANDS INC 37,957 40,966
ADVANCED ENERGY IND INC 22,703 21,784
ADVANCED MICRO DEVICES INC 46,116 77,390
AGILYSYS, INC 7,005 11,875
AIR PRODS & CHEM INC 70,711 116,365
ALIBABA GROUP HOLDING LTD 93,215 31,004
ALIGN TECHNOLOGY, INC 31,388 13,700
ALPHABET INC CL A 117,827 338,049
ALPHABET INC CL C 25,907 186,027
AMAZON COM 138,026 285,646
AMEDISYS INC - COMMON STOCK 12,652 4,753
AMERESCO INC CL A 29,001 14,252
AMETEK INC 19,970 24,734
AMGEN INC 65,934 108,008
AMPHENOL CORPORATION 30,754 44,609
ANALOG DEVICES INC 79,538 178,703
ANDERSONS, INC. 19,691 23,016
ANI PHARMACEUTICALS INC 9,969 16,542
ANSYS INC 17,520 18,144
APPFOLIO INC CLASS A 18,289 17,324
APPLE INC 116,600 589,141
APPLIED MATERIALS INC 42,327 48,621
ASGN INC 28,997 28,851
ASML HOLDING NV NY REG SHS 35,193 37,846
ASTRAZENECA 24,771 28,556
ATRICURE, INC. 7,947 3,569
AUTOLIV INC 14,748 16,529
AVNET INC 20,115 25,200
AXCELIS TECHNOLOGIES INC 6,294 5,188
AZENTA INC 29,208 19,542
BAIDU.COM - ADR 30,561 17,864
BANK OF AMERICA CORP 76,692 86,566
BANK OF HAWAII CORP 21,066 18,115
BARNES GROUP INC 22,978 14,684
BIOGEN INC 53,306 64,693
BIOLIFE SOLUTIONS INC 9,022 3,250
BLACKROCK INC 120,927 170,478
BOEING CO 39,218 58,649
BORG WARNER INC 12,605 10,755
BOX INC 7,617 7,683
BREAD FINANCIAL HOLDINGS 8,339 3,294
BRINKER INTL INC 12,836 12,954
BRISTOL-MYERS SQUIBB CO 61,812 53,876
BROADCOM INC 113,994 311,433
BUNGE GLOBAL SA 15,694 20,190
C T S CP 17,800 21,870
CANADIAN PACIFIC RAILWAY LTD 34,346 91,156
CAPITAL ONE FINANCIAL CORP 42,843 36,058
CAREDX INC 9,505 1,200
CARRIER GLOBAL 8,820 23,669
CATERPILLAR INC 110,857 205,490
CATHAY GENERAL BANCORP 15,952 17,828
CECO ENVIRONMENTAL CORP. 7,102 14,602
CF INDUSTRIES HOLDINGS, INC 25,824 47,700
CHECK POINT SOFTWARE TECHNOLOG 43,684 57,296
CHENIERE ENERGY INC 21,611 42,678
CHEVRON CORP 31,522 52,206
CHIPOTLE MEX GRILL 22,423 34,304
CHUBB LIMITED 31,697 45,200
CIENA CORP 23,134 18,004
CIGNA CORPORATION 35,868 44,918
CISCO SYSTEMS INC 50,959 69,465
CITIGROUP INC 68,913 54,012
COHERENT CORP COM 29,145 17,412
COMERICA INC 35,385 27,905
COMMVAULT SYSTEMS, INC 6,962 7,985
CONMED CORPORATION 20,812 16,427
CONOCOPHILLIPS 23,805 55,133
CORNING INC 47,379 39,585
CORTEVA INC 4,143 7,955
COSTCO WHOLESALE CORPORATION 126,476 231,027
CROCS INC 17,444 14,012
CROWDSTRIKE HOLDINGS, INC 25,706 25,532
CROWN HOLDINGS INC 15,260 13,814
CSG SYST INTL INC. 9,325 10,642
CSX CORP 74,367 140,414
CVS CAREMARK CORP 25,071 23,688
CYTEK BIOSCIENCES, INC. 14,381 10,032
D R HORTON 8,881 30,396
DARDEN RESTAURANTS INC 21,108 24,645
DEERE CO 70,313 139,955
DEXCOM, INC 32,004 37,227
DIAGEO PLC ADS 46,496 47,340
DOCUSIGN INC 28,452 5,945
DOLLAR GENERAL CORP 56,003 40,785
DOLLAR TREE INC 19,816 28,410
DOUGLAS DYNAMICS INC 7,195 7,420
DOW INC 17,537 17,329
DR. REDDY'S LAB LTD 14,585 27,832
DU PONT DE NEMOURS 23,373 24,310
DUCOMMUN INC 23,918 23,427
DYCOM INDS INC 18,540 28,773
ELI LILLY & CO 18,048 23,317
EOG RESOURCES INC 16,628 24,190
ERICSSON L M TEL CO 37,847 18,900
ESCO TECH INC 12,577 12,873
EURONET WORLDWIDE INC 13,181 13,194
EVEREST RE GROUP LTD 25,113 35,358
EXELIXIS, INC. 7,408 9,596
EXPEDITORS INTL WASH INC 12,548 12,720
EXTREME NETWORKS, INC 22,466 14,112
EXXON MOBIL CORP 23,787 34,993
F5 NETWORKS, INC 19,125 17,898
FASTENAL COMPANY 15,489 19,431
FIRST INTERSTATE BANCSYSTEM IN 19,789 15,529
FIRST SOLAR INC 23,007 43,070
FORMFACTOR INC. 22,530 25,026
FORTINET INC 15,172 16,388
FORTUNE BRANDS INNOVATIONS INC 17,256 15,228
FREEPORT-MCMORAN COPPER & GOLD 62,246 63,855
GATX CORP INC 22,231 30,055
GEN DIGITAL ORD SHS 9,685 6,846
GENPACT LIMITED 13,568 10,413
GILEAD SCIENCES INC 39,653 72,909
GLOBANT SA 22,859 23,798
GLOBUS MEDICAL INC 20,525 11,990
GODADDY INC 26,223 31,848
GOLDMAN SACHS GROUP 57,408 77,154
GRANITE CONSTRUC INC 12,680 12,715
GXO LOGISTICS 5,675 6,116
H AND E EQUIPMENT SERVICES INC 16,380 26,160
HALLIBURTON COMPANY 13,732 21,690
HALOZYME THERAPEUTICS, INC 22,958 18,480
HEALTHEQUITY INC 16,444 13,260
HOLOGIC, INC 16,764 17,863
HOME DEPOT INC 65,259 164,611
HONEYWELL INTL 20,401 41,942
HOPE BANCORP INC 17,039 14,496
IAC INTERACTIVE CORP 3,433 4,609
ILLINOIS TOOL WORKS 34,899 52,388
INCYTE CORPORATION 23,984 15,698
INGREDION INC 13,485 16,280
INSIGHT ENTERPRISES, INC 30,206 53,157
INSPERITY INC 18,196 23,444
INTEGRA LIFESCIENCES HOLDINGS 20,396 13,065
INTEL CORP 50,193 64,069
INTERCONTINENTAL EXCHANGE, INC 73,490 199,066
INTERNATIONAL BUSINESS MACHINE 17,969 24,533
INTUIT 44,672 187,508
INTUITIVE SURGICAL 15,919 91,087
INVESCO PLC 21,616 14,272
IROBOT CORPORATION 13,940 5,805
JABIL CIRCUIT INC 23,290 50,960
JD.COM, INC 46,236 17,334
JEFFERIES GROUP INC 15,157 20,205
JOHNSON & JOHNSON 13,499 31,348
JP MORGAN CHASE 71,869 131,828
KEYSIGHT TECHNOLOGIES INC 15,416 15,909
KNOWLES CORPORATION 7,170 7,164
L3HARRIS TECHNOLOGIES 49,178 68,873
LAM RESEARCH CORP 32,410 39,163
LANTHEUS HOLDINGS INC 7,023 4,960
LENNAR CORP 14,733 22,356
LINDE PLC COM 97,840 195,086
LIVANOVA PLC 8,604 5,174
LOGITECH INTERNATIONAL 24,472 19,012
LOWES COMPANIES INC 57,717 222,549
LVMH MOET HENN UNSP 54,679 89,348
MANPOWER GROUP INC 23,904 15,894
MARTIN MARIETTA MATLS INC 17,878 24,946
MASCO CORP 17,405 20,094
MASTEC INC 31,570 22,716
MASTERBRAND INC 2,421 2,970
MASTERCARD INC 68,979 447,835
MATCH GROUP INC 10,690 6,899
MATERION CORP 19,222 32,533
MATTHEWS INTERNATIONAL CORPORA 21,054 21,990
MEDTRONIC PLC 39,750 32,952
MERCADOLIBRE, INC 31,239 31,431
META PLATFORMS INC 131,932 159,282
METHODE ELECTRONICS, INC 24,065 11,365
MGIC INVESTMENT CORP 20,618 28,935
MICROSOFT CORP 185,594 368,518
MONSTER BEVERAGE CORP 12,693 23,044
MORGAN STANLEY 67,790 111,900
MYRIAD GENETICS, INC 7,796 4,785
NASDAQ OMX GROUP 64,181 174,420
NCINO 12,544 6,726
NETEASE.COM INC COM STK 39,023 32,606
NETSCOUT SYSTEMS, INC 8,692 6,585
NEUROCRINE BIOSCIENCES, INC 19,846 26,352
NICE SYSTEMS LTD 24,625 19,951
NIDEC CORPORATION ADR 40,915 14,120
NOBLE CORP NEW TRANCHE 3 WTS   1
NOKIA 13,550 8,550
NORDSON CP 21,837 26,416
NORFOLK SOUTHERN CORP 87,132 153,647
NORTHROP GRUMMAN CORP 10,301 14,044
NU SKIN ENTERPRISES CL A 11,646 3,884
NVIDIA CORP 138,542 584,359
O'REILLY AUTOMOTIVE INC 28,025 47,504
OFG BANCORP 26,743 44,976
ONTO INNOVATION 25,615 53,515
OPPENHEIMER HLDGS A 12,620 10,330
ORACLE CORP 35,596 73,801
OSI SYSTEMS, INC 19,930 25,810
OWENS AND MINOR INC 25,033 11,562
OWENS CORNING 19,346 29,646
OXFORD INDUSTRIES 9,705 10,000
PALO ALTO NETWORKS INC 42,424 132,696
PARKER HANNIFIN CP 102,481 195,797
PAYPAL HOLDINGS, INC 120,832 70,622
PC CONNECTION 12,195 12,098
PERFICIENT INC 24,483 19,746
PERKIN ELMER INC 30,668 21,862
PHINIA INC 1,716 1,817
PHOTRONICS INC COM 20,204 47,055
PIPER JAFFRAY COS COM 25,986 34,974
POWER INTEGRATIONS, INC 16,288 16,422
PROCTER GAMBLE CO 12,447 14,654
PROS HOLDINGS INC 18,905 19,395
PULTE GROUP INC 24,324 46,449
QORVO INC 79,803 78,827
QUALCOMM INC 59,229 94,010
QUANTA SVCS INC 65,205 183,429
RALPH LAUREN CORP 17,777 21,630
RAYMOND JAMES FINANCIAL INC 19,299 25,088
RAYTHEON TECHNOLOGIES CORP 142,922 194,531
REGENERON PHARMACEUTICALS INC 12,396 17,566
RELIANCE STL & ALMN 22,296 41,952
RESMED INC 21,820 34,404
RXO INC. COMMON STOCK 3,029 2,326
SAIA, INC 20,830 43,822
SALESFORCE.COM 102,535 190,776
SALLY BEAUTY HLDG 15,344 9,296
SAP AKTIENGESELL ADS 67,825 115,943
SCHLUMBERGER LTD 7,975 13,010
SCIENCE APPLICATIONS INTERNATI 13,304 18,648
SEAGATE TECHNOLOGY HOLDINGS PL 21,662 21,343
SEMTECH CORPORATION 20,234 6,573
SERVICE NOW 27,595 35,325
SHOPIFY INC 29,913 15,580
SIEMENS AG 55,883 88,863
SKYWORKS SOLUTIONS, INC 45,745 28,105
SNOWFLAKE INC 29,795 23,880
SONIC AUTOMOTIVE INC CL A 17,531 22,484
SPX CORPORATION 14,815 25,253
STARBUCKS CORP COM 51,037 48,005
STRATASYS, INC 7,102 5,998
STRIDE ORD SHS 13,282 23,748
STRYKER CORPORATION 15,131 29,946
SUNPOWER CORP 14,912 2,415
SUPER MICRO COMPUTER INC 12,298 99,491
SYNAPTICS INC 30,146 22,816
TAIWAN SEMICONDUCTOR MFG CO LT 105,951 177,215
TAKE-TWO INTERACTIVE SOFTWARE 17,853 16,095
TARGET CORPORATION 78,235 71,210
TELEFLEX INC 24,044 14,960
TELETECH HOLDINGS, INC 20,172 4,334
TERADYNE INC 19,892 16,278
TEVA PHARMACEUTICAL INDUSTRIES 9,565 1,566
THE ENSIGN GROUP, INC 22,018 28,053
THERMO FISHER SCIENTIFIC INC 72,530 159,237
TOLL BROTHERS INC 14,469 25,698
TRINSEO 23,444 3,348
UFP INDUSTRIES 29,095 50,220
UNILEVER PLC AMER 51,236 60,600
UNION PACIFIC 78,750 159,653
UNISYS CP 30,971 6,744
UNITED THERAPEUTICS CORP 17,616 21,989
V F CORP 48,274 15,040
VALERO ENERGY CORP 10,046 26,000
VEEVA SYSTEMS INC 23,929 14,439
VERINT SYSTEMS INC 13,577 8,109
VIR BIOTECHNOLOGY 9,639 2,012
VISA INC 57,199 71,596
VITESSE ENERGY INC 695 1,270
WABASH NATIONAL CORP 15,820 25,620
WALT DISNEY HOLDINGS CO 68,760 72,232
WATERS CORP 25,524 24,692
WEIBO CORPORATION 41,414 4,380
WELLS FARGO & CO 15,785 21,165
WHIRLPOOL CORP 19,422 12,177
WINGSTOP INC 14,613 33,355
WIX COM LTD 22,687 9,227
WNS (HOLDINGS) LIMIT 14,170 10,744
XPO LOGISTICS INC 5,165 8,759
ZIMMER BIOMET HOLDINGS 51,212 48,680
ZIMVIE ORD SHS 748 355

TY 2023 OtherExpensesSchedule
Name:
MY Charitable Foundation
EIN:
20-8103829
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 6,500     6,500
Bank Charges 427 427    
State or Local Filing Fees 25     25


TY 2023 TaxesSchedule
Name:
MY Charitable Foundation
EIN:
20-8103829
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 2,400      
990-PF Extension for 2022 4,000      
Foreign Tax Paid 2,726 2,726