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
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 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$6,974,598
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,400,037
2 Check right arrow.............
3 Interest on savings and temporary cash investments 7,765 7,765  
4 Dividends and interest from securities... 184,447 184,447  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 54,282
b Gross sales price for all assets on line 6a 5,249,299
7 Capital gain net income (from Part IV, line 2)... 705,793
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)....... 31 31  
12 Total. Add lines 1 through 11........ 2,646,562 898,036  
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).... 39,586 39,586    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 6,401 1,601    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 23,656 555   23,101
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 69,643 41,742   23,101
25 Contributions, gifts, grants paid....... 3,127,600 3,127,600
26 Total expenses and disbursements. Add lines 24 and 25 3,197,243 41,742   3,150,701
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -550,681
b Net investment income (if negative, enter -0-) 856,294
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......... 731,516 1,074,970 1,074,970
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)   Click to see attachment
List of Attached Documents:
// Content
40,208
40,536
b Investments—corporate stock (attach schedule)....... 3,558,844 Click to see attachment
List of Attached Documents:
// Content
3,280,487
3,539,973
c Investments—corporate bonds (attach schedule)....... 1,892,576 Click to see attachment
List of Attached Documents:
// Content
1,121,858
1,075,395
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).......... 762,190 Click to see attachment
List of Attached Documents:
// Content
876,922
1,243,724
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) 6,945,126 6,394,445 6,974,598
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 6,945,126 6,394,445
29 Total net assets or fund balances (see instructions)..... 6,945,126 6,394,445
30 Total liabilities and net assets/fund balances (see instructions). 6,945,126 6,394,445
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
6,945,126
2
Enter amount from Part I, line 27a .....................
2
-550,681
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,394,445
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
6,394,445
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 ALPHAKEYS MILLENIUM FUND (OFFSHORE) LTD CL A SER 1 P   2023-02-13
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 5,044,716   4,426,327 618,389
b 204,583   117,179 87,404
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       618,389
b       87,404
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 2 705,793
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 11,902
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 11,902
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 11,902
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,140
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,400
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,540
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 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 638
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow638 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
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see attachment
List of Attached Documents:
// Content
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 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
Pamela Elizabeth Chin Dir, Sec
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Patricia A Chin Pres, Dir
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, Treas
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...................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
5,107,177
b
Average of monthly cash balances.......................
1b
334,181
c
Fair market value of all other assets (see instructions)................
1c
1,242,319
d
Total (add lines 1a, b, and c).........................
1d
6,683,677
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
6,683,677
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
100,255
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,583,422
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
329,171
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
329,171
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
11,902
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,902
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
317,269
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
317,269
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
317,269
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
3,150,701
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
3,150,701
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 7 317,269
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 316,895
b From 2019...... 51,726
c From 2020......  
d From 2021......  
e From 2022...... 135,122
f Total of lines 3a through e ........ 503,743
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,150,701
a Applied to 2022, 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 2023 distributable amount..... 317,269
e Remaining amount distributed out of corpus 2,833,432
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 3,337,175
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 ..........
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 2018 not
applied on line 5 or line 7 (see instructions) ...
316,895
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
3,020,280
10 Analysis of line 9:
a Excess from 2019.... 51,726
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 135,122
e Excess from 2023.... 2,833,432
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).)
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 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

CONVALESCENT AID SOCIETY

3255 E FOOTHILL BLVD
PASADENA,CA91107
N/A PC the Centennial Circle and General Fund 2,500

CORNELL UNIVERSITY

130 E SENECA ST STE 400
ITHACA,NY14850
N/A PC Lab of Ornithology 500

DENISON UNIVERSITY

PO BOX 2007
MOUNT VERNON,OH43050
N/A PC Chin Family Scholars Fund 250,000

GOOD NEIGHBOR HEALTH CLINIC INC

70 NORTH MAIN ST
WHITE RIVER JUNCTION,VT05001
N/A PC Red Logan Dental Clinic 1,000

LISTEN LEBANON IN SERVICE TO EACH NEIGHBOR

60 HANOVER ST
LEBANON,NH03766
N/A PC General & Unrestricted 5,000

NEW ENGLAND AQUARIUM CORPORATION

CENTRAL WHARF
BOSTON,MA02110
N/A PC General & Unrestricted 250

OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION

PO BOX 29017
PORTLAND,OR97296
N/A PC BPAN research led by Dr. Susan Hayflick 100,000

PLANNED PARENTHOOD PASADENA AND SAN GABRIEL VALLEY

2333 LAKE AVE 2ND FL
ALTADENA,CA91001
N/A PC General & Unrestricted 500

ROBERT POTTER LEAGUE FOR ANIMALS INC

87 OLIPHANT LN
MIDDLETOWN,RI02842
N/A PC General & Unrestricted 2,500

SEA RESEARCH FOUNDATION INC

55 COOGAN BLVD
MYSTIC,CT06355
N/A PC General & Unrestricted 250

THE BRIGHAM & WOMENS HOSPITAL INC

263 HUNTINGTON AVE 318
BOSTON,MA02115
N/A PC PAC SIM Capital and Equipment Fund 2,500,000

THE BRIGHAM & WOMENS HOSPITAL INC

263 HUNTINGTON AVE 318
BOSTON,MA02115
N/A PC PAC SIM Lab 250,000

UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLE

411 MAIN ST
BURLINGTON,VT05401
N/A PC College of Education and Social Services Scholarship fund 10,000

UPPER VALLEY HAVEN INC

713 HARTFORD AVE
WHITE RIVER JUNCTION,VT05001
N/A PC General & Unrestricted 5,000

WORLD WILDLIFE FUND INC

1250 24TH ST NW
WASHINGTON,DC20037
N/A PC General & Unrestricted 100
Total .................................right arrow 3a 3,127,600
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 7,765  
4 Dividends and interest from securities ....     14 184,447  
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 54,282  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS
    01 31  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   246,525  
13Total. Add line 12, columns (b), (d), and (e)..................
13
246,525
(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
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) (2023)
Schedule B (Form 990) (2023) 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

$ 882,450


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
Chin William
724 Crest Vista Drive
 
Monterey Park, CA91754

$ 1,012,604


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
William and Patricia Chin Trust
W P Chin Trust724 Crest Vista Dr
 
Monterey Park, CA91754

$ 504,983


(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
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
2
VERACYTE INC VCYT, 200 sh. $ 5,044 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
UNITED RENTALS INC URI, 49 sh. $ 21,997 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
TYLER TECHNOLOGIES, INC TYL, 53 sh. $ 17,392 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
SPRINGWORKS THERAPEUTICS INC SWTX, 212 sh. $ 6,728 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
SHOCKWAVE MEDICAL ORD SHS SWAV, 106 sh. $ 20,032 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
REGAL REXNORD CORP RRX, 105 sh. $ 14,791 2023-02-01
Schedule B (Form 990) (2023)
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
2
CITIZENS FINANCIAL GROUP, INC CFG, 592 sh. $ 25,731 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
COGNEX CORPORATION CGNX, 285 sh. $ 15,495 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
CHAMPIONX CORP CHX, 473 sh. $ 15,245 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
DECKERS OUTDOOR CORPORATION DECK, 76 sh. $ 32,267 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
DOLBY LABORATORIES DLB, 196 sh. $ 15,687 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
ARGENX SE ARGX, 58 sh. $ 21,968 2023-02-01
Schedule B (Form 990) (2023)
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
2
ARROWHEAD PHARMACEUTICALS INC ARWR, 352 sh. $ 12,346 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
ATRICURE, INC. ATRC, 239 sh. $ 10,413 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
AVIENT AVNT, 224 sh. $ 9,174 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
TOPBUILD CORP BLD, 79 sh. $ 15,848 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
BIOMARIN PHARMACEUTICAL INC BMRN, 155 sh. $ 17,911 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
NEXSTAR MEDIA GROUP, INC NXST, 59 sh. $ 12,212 2023-02-01
Schedule B (Form 990) (2023)
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
2
NEW YORK TIMES CO CL A NYT, 446 sh. $ 15,722 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
ACI WORLDWIDE INC ACIW, 318 sh. $ 8,880 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
ARISTA NETWORKS ANET, 169 sh. $ 21,526 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
SMITH A O CORP DEL COM AOS, 267 sh. $ 18,342 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
ARES MANAGEMENT CORPORATION ARES, 188 sh. $ 15,788 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
MOLINA HEALTHCARE MOH, 78 sh. $ 24,262 2023-02-01
Schedule B (Form 990) (2023)
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
2
MIRATI THERAPEUTICS INC MRTX, 247 sh. $ 12,703 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
INARI MEDICAL INC NARI, 128 sh. $ 7,267 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
NEUROCRINE BIOSCIENCES, INC NBIX, 137 sh. $ 15,086 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
NORDSON CP NDSN, 77 sh. $ 18,839 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
INSPERITY INC NSP, 140 sh. $ 15,323 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
HENRY JACK & ASSOC INC JKHY, 74 sh. $ 13,344 2023-02-01
Schedule B (Form 990) (2023)
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
2
KARUNA THERAPEUTICS ORD SHS KRTX, 55 sh. $ 10,734 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
LITHIA MOTORS INC CL A LAD, 52 sh. $ 14,101 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
LATTICE SEMICONDUCTOR LSCC, 231 sh. $ 18,229 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
MONGODB INC CL A MDB, 85 sh. $ 18,769 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
MOHAWK INDS INC MHK, 152 sh. $ 18,419 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
HARLEY DAVIDSON INC HOG, 203 sh. $ 9,343 2023-02-01
Schedule B (Form 990) (2023)
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
2
HUBSPOT INC HUBS, 61 sh. $ 21,907 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
ICON PLC - AMERICAN DEPOSITARY SHARES ICLR, 43 sh. $ 10,010 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
IRHYTHM TECHNOLOGIES INC IRTC, 235 sh. $ 23,407 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
INVESCO PLC IVZ, 918 sh. $ 17,194 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
JACOBS SOLUTIONS INC J, 127 sh. $ 15,770 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
JFROG FROG, 494 sh. $ 12,738 2023-02-01
Schedule B (Form 990) (2023)
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
2
GODADDY INC GDDY, 286 sh. $ 23,551 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
GRACO INC GGG, 168 sh. $ 11,675 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
GUARDANT HEALTH INC GH, 186 sh. $ 5,924 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
Gitlab Inc GTLB, 313 sh. $ 16,295 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
HYATT HOTELS CORP H, 351 sh. $ 38,180 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
DEVON ENERGY CORPORATION DVN, 271 sh. $ 16,740 2023-02-01
Schedule B (Form 990) (2023)
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
2
EMCOR GROUP INC EME, 158 sh. $ 23,536 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
ENTEGRIS INC ENTG, 237 sh. $ 19,690 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
ETSY INC ETSY, 187 sh. $ 25,673 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
EXELIXIS, INC. EXEL, 860 sh. $ 14,951 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
AMICUS THERAPEUTICS INC FOLD, 1757 sh. $ 22,938 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
ROYAL CARRIBEAN CRUISE RCL, 194 sh. $ 12,775 2023-02-01
Schedule B (Form 990) (2023)
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
2
RITCHIE BROS AUCTIONEERS RBA, 105 sh. $ 6,438 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
PubMatic, Inc PUBM, 469 sh. $ 7,138 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
POWER INTEGRATIONS, INC POWI, 172 sh. $ 15,114 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
PAYCOM SOFTWARE PAYC, 67 sh. $ 22,331 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
OUTSET MED INC OM, 193 sh. $ 5,423 2023-02-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
3
NVIDIA CORP NVDA, 599 sh. $ 295,187 2023-12-26
Schedule B (Form 990) (2023)
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
3
APPLE INC AAPL, 1085 sh. $ 209,796 2023-12-26
(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
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) (2023)
Additional Data


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TY 2023 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 2023 InvestmentsCorpBondsSchedule
Name:
The Chin Family Foundation
EIN:
47-2356672
Name of Bond End of Year Book Value End of Year Fair Market Value
AECOM - 5.125% - 03/15/2027 36,918 32,759
ALTRIA GROUP INC - 4.400% - 02 29,451 26,761
AMERICAN TOWER CORP - 3.375% - 10,101 8,626
AMERICAN TOWER CORP BOND - 4.0 21,757 21,609
AMERICAN TOWER CORP NT - 3.800 5,363 4,750
AT&T INC - 4.100% - 02/15/2028 22,990 23,474
BAT CAPITAL CORP MTN CALL MAKE 6,435 6,269
BLOCK FINL LLC - 2.500% - 07/1 16,857 15,177
BOYD GAMING - 4.750% - 12/01/2 8,260 7,696
BROADCOM INC SER B NOTE - 4.11 32,427 28,354
CARLISLE COS INC NOTE - 2.750% 26,832 28,396
CDW CORP - 3.250% - 02/15/2029 32,000 29,261
DISCOVERY COMMUNICATIONS LLC - 30,769 26,648
DOLLAR TREE INC - 4.000% - 05/ 8,991 7,854
DOLLAR TREE INC - 4.200% - 05/ 22,692 20,556
ENCOMPASS HEALTH CORP - 4.500% 35,505 32,536
EXPEDIA GROUP INC - 3.800% - 0 10,142 10,614
EXPEDIA GROUP INC SER B NOTE - 15,755 16,928
HCA INC - 5.375% - 09/01/2026 30,791 27,138
L BRANDS INC - 7.500% - 06/15/ 27,900 31,172
LAMAR MEDIA CORP SER B NOTE - 34,213 32,895
MICROCHIP TECHNOLOGYINC. SER B 29,470 27,583
MOLSON COORS BEVERAGE CO NOTE 30,317 27,789
MOTOROLA - 4.600% - 02/23/2028 31,273 27,863
NORDSTROM - 4.250% - 08/01/203 30,750 34,110
OLIN CORP NOTE CALL - 5.125% - 9,700 9,759
ORACLE CORP NOTE - 6.250% - 11 6,057 6,537
QORVO INC - 4.350% - 10/15/202 33,113 28,463
QVC INC - 4.450% - 02/15/2025 26,738 26,281
QVC INC NOTE - 4.750% - 02/15/ 12,469 10,290
REYNOLDS AMERICAN - 4.450% - 0 19,934 17,793
SBA COMMUNICATIONS CORP SER B 21,769 24,264
SBA COMMUNICATIONS CORP SER B 10,475 9,606
SERVICE CORP INTL - 5.125% - 0 34,354 32,340
SILGAN HOLDINGS - 4.125% - 02/ 36,366 33,426
TEGNA INC SER B NOTE - 4.625% 37,647 34,560
TELEFLEX INC - 4.625% - 11/15/ 36,818 34,178
TENET HEALTHCARE CORP SER B NO 30,459 31,909
TOTAL SYSTEMS SERVICES - 4.800 31,011 27,762
TRANSDIGM INC SER B NOTE - 5.5 32,895 33,300
TREEHOUSE FOODS INC - 4.000% - 31,913 32,752
TRINITY ACQUISITION PLC - 4.40 4,625 3,950
UNITED RENTALS NORTH AMER INC 31,815 33,165
VONTIER CORPORATION SER B NOTE 25,873 29,480
WESTINGHOUSE AIR BRAKE TECHNOL 29,365 27,711
WILLIS NORTH AMER INC NOTE - 4 2,214 1,949
WILLIS NORTH AMERICA - 3.600% 22,441 22,789
YUM BRANDS INC NOTE CALL MAKE 5,848 6,313

TY 2023 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 8,227 13,423
ABBOTT LABS 7,531 7,595
ABBVIE INC 45,969 50,365
ACCENTURE PLC 8,830 10,878
ACI WORLDWIDE INC 4,581 5,018
ADIDAS AG 3,091 3,253
AIA GROUP LTD ADR 9,719 8,598
AIR PRODS & CHEM INC 30,461 27,654
AIRBNB 8,089 10,347
AIRBUS GROUP 7,071 8,601
AMADEUS IT HLDS SA 7,467 8,938
AMERICA MOVIL SA 2,979 2,963
AMGEN INC 5,327 5,472
AMICUS THERAPEUTICS INC 11,900 13,083
ANHEUSER BUSCH COS INC 6,123 5,880
APELLIS PHARMACEUTICALS 8,973 9,937
ARES MANAGEMENT CORPORATION 8,146 11,535
ARGENX SE 11,368 11,413
ASML HOLDING NV NY REG SHS 13,990 16,652
ASSA ABLOY UNSP/ADR 2,250 2,488
ASTRAZENECA 10,651 14,144
ATRICURE, INC. 6,738 5,746
AUTODESK, INC 29,976 26,539
AUTOMATIC DATA PROCESSING INC 18,053 17,473
AVIENT 4,790 4,864
B&M EUROPEAN VALUE RETAIL SA A 2,879 2,707
BEIGENE LTD 3,063 1,984
BHP BILLITON LIMITED 1,912 2,186
BIOGEN INC 15,034 16,044
BIOMARIN PHARMACEUTICAL INC 12,541 11,281
BP PLC SPONSORED ADR 5,609 5,345
BRAZE, INC 5,867 5,632
BRITISH AMERICAN TOBACCO PLC 8,801 6,737
BROADCOM INC 41,662 97,114
BWX TECHNOLOGIES INC 10,497 12,430
CALRSBERG AS SP ADR REP B 6,313 6,206
CANADIAN NATL RAILWAY CO 4,578 5,151
CAP GEMINI SA UNSP/ADR 5,846 6,654
CHAMPIONX CORP 5,105 7,069
CHARLES RIV LABORATORIES INTL 12,474 9,929
CHEVRON CORP 31,201 27,445
CINTAS CRP 6,019 7,232
CISCO SYSTEMS INC 15,555 14,752
CME GROUP, INC 3,974 4,001
COGNEX CORPORATION 8,160 6,261
COMCAST CORP 27,638 23,942
COMPAGNIE FINANCIERE RICHEMONT 1,181 1,254
CORNING INC 10,926 10,079
CROWDSTRIKE HOLDINGS, INC 18,700 30,894
CURTISS WRIGHT CP 5,974 6,906
DAIICHI SANKYO CO LTD SPONSORE 5,376 4,868
DAIKIN INDS LTD ADR 5,585 4,867
DASSAULT SYS SA SPN ADR 2,107 2,500
DBS GROUP HLDGS SPON ADR 5,578 6,481
DECKERS OUTDOOR CORPORATION 4,671 7,353
DELL TECHNOLOGIES INC CLASS C 4,426 4,667
DFA INVT DIMENSIONS GROUP INC 213,317 225,996
DIAGEO PLC ADS 8,382 6,992
DNB BANK ASA 4,484 4,682
DOCUSIGN INC 14,939 5,351
DOLBY LABORATORIES 16,817 16,547
DOXIMITY ORD SHS CLASS A 5,651 4,655
DRIEHAUS EMERGING MARKETS GROW 117,220 120,985
DSV UNSP ADR EACH REPR 0.5 ORD 3,241 3,073
EATON CORP PLC 17,473 26,249
EATON VANCE FLOATING-RATE & HI 155,850 156,392
ELI LILLY & CO 20,487 36,141
EMCOR GROUP INC 7,447 10,772
ENGIE 5,395 6,594
ENTEGRIS INC 13,053 19,291
EPIROC AB 8,234 8,106
EQT CORPORATION 5,670 5,374
ESSILOR INTL ADR 8,026 9,547
ETSY INC 25,972 16,453
EVERSOURCE ENERGYINC 7,922 5,863
EXXON MOBIL CORP 8,576 7,499
FASTENAL COMPANY 5,091 5,894
FREEPORT-MCMORAN COPPER & GOLD 4,281 10,515
FUJITSU LTD ADR OTC 4,496 4,685
GENMAB A/S SPON 7,214 6,686
GITLAB INC 10,376 13,536
GIVAUDAN SA UNSP/ADR 5,903 6,729
GODADDY INC 12,779 16,455
GQG PARTNERS EMERGING MARKETS 67,526 80,593
GRACO INC 6,050 7,548
GROUPE DANONE ADS 3,185 3,458
GUARDANT HEALTH INC 16,837 7,195
GUGGENHEIM TOTAL RETURN BOND F 194,629 193,848
HDFC BANK LTD ADR 7,267 6,644
HERMES INTL 10 ADR 4,203 6,378
HITACHI LTD 3,469 3,903
HOME DEPOT INC 23,066 22,872
HONG KONG EX&CL UNSP/ADR 1,571 1,062
HUBBELL INCORPORATED 8,419 8,223
HUBSPOT INC 30,401 43,541
HYATT HOTELS CORP 11,637 13,954
IBERDROLA ADR 4,151 4,620
ILLINOIS TOOL WORKS 12,261 14,145
IMMUNOCORE HLDGS PLC 9,008 10,590
IMPERIAL BRANDS PL 3,875 3,800
INARI MEDICAL INC 6,017 6,557
INDUSTRIA DE DISENO 4,678 8,121
INSULET CORPORATION 7,076 6,726
IONIS PHARMACEUTICALS INC 10,628 9,612
IRHYTHM TECHNOLOGIES INC 6,786 7,279
ITOCHU CORP ADR OTC 4,922 5,131
JFROG 7,278 9,760
JOHNSON CONTROLS INTERNATIONAL 14,231 17,177
KARUNA THERAPEUTICS ORD SHS 8,458 13,610
KERING UNSPON ADR EA REPR 0.1 9,597 7,388
KEURIG DR PEPPER INC 17,401 16,427
KEYENCE CORPORATION,FIRST SECT 8,484 7,848
KINDER MORGAN INC 7,001 6,933
KNIGHT SWIFT TRANSPORTATION HO 4,142 4,439
KON KPN NV SPON ADR REP 1 ORD 4,230 4,121
L'AIR LIQUIDE ADR OTC 4,165 5,375
L'OREAL ADR 6,021 8,152
L3HARRIS TECHNOLOGIES 14,213 14,743
LANTHEUS HOLDINGS INC 6,557 4,650
LATTICE SEMICONDUCTOR 12,108 10,486
LIBERTY BROADBAND CORPORATION 4,410 2,418
LIBERTY MEDIA CORP - SER A 213 464
LIBERTY MEDIA CORP - SER C 3,760 3,472
LINCOLN ELECTRIC HOLDING INC 7,093 7,394
LITHIA MOTORS INC CL A 9,172 11,196
LOCKHEED MARTIN CORP 18,742 19,036
LONDON STK EXCHANGE GROUP 12,201 12,140
LONZA GROUP AG UNSP/ADR 4,533 3,199
LVMH MOET HENN UNSP 7,691 7,148
MARSH AND MCLENNAN COMPANIES I 20,037 23,115
MARUBENI CORP ADR CNV INTO 10 4,297 3,605
MATCH GROUP INC 11,329 4,234
MCDONALD'S CORP 25,528 28,168
MERCADOLIBRE, INC 7,287 7,858
MERCK & CO INC 31,577 35,432
MICROSOFT CORP 11,883 17,674
MOLINA HEALTHCARE 12,757 14,814
MONDELEZ INTERNATIONAL INC 31,492 34,477
MONGODB INC CL A 14,359 22,896
MTU AERO ENGINES 2,925 3,022
NESTLE S.A 7,907 7,863
NETEASE.COM INC COM STK 2,086 1,863
NEUROCRINE BIOSCIENCES, INC 10,148 12,122
NEW YORK TIMES CO CL A 8,110 11,268
NEXSTAR MEDIA GROUP, INC 6,426 4,859
NEXTERA ENERGY, INC 29,370 21,198
NICE SYSTEMS LTD 1,994 1,796
NIDEC CORPORATION ADR 4,736 2,027
NIPPON TELEGRAPH & TELEPHONE C 5,216 5,362
NOKIA 1,996 1,286
NOMURA RESEARCH INST LTD 3,638 3,923
NORDSON CP 9,789 10,566
NOTORI HOLDINGS 5,246 4,182
NOVO NORDISK A S 9,491 18,724
NVENT ELECTRIC PLC 6,760 6,914
NXP SEMICONDUCTORS 8,677 9,417
OPTION CARE HEALTH INC 4,122 3,975
OUTSET MED INC 2,700 519
PAYCHEX 12,299 11,911
PAYLOCITY CORP 3,150 3,132
PEPSICO INC 32,495 31,081
PHILLIPS 66 13,012 16,776
PINTEREST INC 6,394 9,667
PNC FINANCIAL GROUP INC 25,984 24,776
POWER INTEGRATIONS, INC 7,819 7,308
PROCTER GAMBLE CO 30,654 29,015
PROLOGIS 17,260 19,862
PULTE GROUP INC 6,474 12,077
QUALCOMM INC 8,161 10,847
RAYMOND JAMES FINANCIAL INC 7,595 9,143
RAYTHEON TECHNOLOGIES CORP 8,507 7,404
REALTY INCOME CORP 21,843 19,465
RECKITT BENCKISER GROUP 4,618 4,081
RECRUIT HOLDINGS CO 4,549 4,292
REGAL REXNORD CORP 7,612 7,993
REGIONS FINANCIAL CORP 4,195 4,089
RELX PLC 2,890 3,887
RENAISSANCERE HOLDINGS LTD 7,738 6,860
RITCHIE BROS AUCTIONEERS 3,312 3,612
ROKU INC 4,596 3,941
ROYAL CARRIBEAN CRUISE 6,594 12,949
SAFRAN SA - UNSPON ADR 9,446 13,945
SAP AKTIENGESELL ADS 13,090 15,459
SAREPTA THERAPEUTICS INC 8,389 6,268
SEAGATE TECHNOLOGY HOLDINGS PL 6,092 8,622
SEMPRA ENERGY COM 21,057 21,821
SERVICE NOW 6,528 8,478
SHENKMAN SHORT DURATION HIGH I 180,045 180,884
SHIN-ETSU CHEMICAL C 5,496 9,092
SHOCKWAVE MEDICAL ORD SHS 7,407 8,385
SHOPIFY INC 1,206 2,337
SIKA AG BEARER SHS 6,671 8,321
SMC CORP 6,953 6,449
SMITH A O CORP DEL COM 9,480 11,377
SNOWFLAKE INC 10,017 14,129
SPRINGWORKS THERAPEUTICS INC 4,654 5,548
STARBUCKS CORP COM 29,656 29,475
STIFEL FINANCIAL CP 5,478 5,739
STMICROELECTRONICS 6,883 8,322
STRAUMANN HLDG 3,950 5,153
TAIWAN SEMICONDUCTOR MFG CO LT 10,335 9,256
TAPESTRY INC 8,794 9,018
TDK CORP 3,960 5,016
TE CONNECTIVITY LTD 24,081 26,976
TENCENT HOLDINGS LIMITED 8,191 3,779
TERUMO CORP 3,051 2,871
TEXAS INSTRUMENTS INC 21,806 21,478
TFI INTERNATIONAL 4,970 7,343
TJX COMPANIES INC 9,000 10,225
TKO GROUP HOLDINGS, INC 4,538 3,753
TOKYO ELECTRON LTD 4,985 6,396
TOPBUILD CORP 8,223 15,345
TOTALENERGIES SE 13,958 15,834
TRAVELERS COMPANIES INC 17,602 18,859
TYLER TECHNOLOGIES, INC 12,063 15,052
UNICHARM CORP - SPN ADR 2,391 2,160
UNITED OVRSEAS BK LTD ADR 7,811 7,358
UNITED PARCEL SERVICE 16,434 14,308
UNITEDHEALTH GROUP INC 26,808 37,379
US BANCORP 23,244 24,453
VANGUARD FTSE DEVELOPED MARKET 46 48
VERACYTE INC 2,626 2,861
VERTEX PHARMCTLS INC 23,294 43,130
VIRTUS KAR SMALL-MID CAP CORE 120,562 123,085
WARNER BROS. DISCOVERY, INC 7,004 3,152
WEC ENERGY GROUP, INC 10,471 9,343
WESTERN DIGITAL CORP 4,326 4,242
WILLIAMS COS 17,459 18,355
WINGSTOP INC 8,117 12,059
WOLFSPEED INC 18,886 7,788
XENON PHARMACEUTICALS 4,108 4,652

TY 2023 InvestmentsGovtObligationsSch
Name:
The Chin Family Foundation
EIN:
47-2356672
US Government Securities - End of Year Book Value:

40,208
US Government Securities - End of Year Fair Market Value:

40,536
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 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   37,224 10,676
ALPHAKEYS MILLENIUM FD (OFFSHO   393,384 455,843
ATLAS ENHANCED FUND LTD CL Y-1   215,919 533,063
CLOVER PRIVATE CREDIT OPP ORIG   178,046 158,556
CLOVER PRIVATE CREDIT OPP SECO   52,349 85,586

TY 2023 LiquidationExplanationStmt
Name:
The Chin Family Foundation
EIN:
47-2356672
Statement:
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $3,127,600. This amount represents 25% or more of the Foundation's net assets of $7,080,937 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.


TY 2023 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 23,076     23,076
Bank Charges 555 555    
State or Local Filing Fees 25     25


TY 2023 OtherIncomeSchedule2
Name:
The Chin Family Foundation
EIN:
47-2356672
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Class Action Lawsuit Proceeds 31 31  


TY 2023 OtherProfessionalFeesSchedule
Name:
The Chin Family Foundation
EIN:
47-2356672
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 39,586 39,586    


TY 2023 SubstantialContributorsSch
Name:
The Chin Family Foundation
EIN:
47-2356672
Name Address
William and Patricia Chin Trust W P Chin Trust724 Crest Vista Dr
Monterey Park,CA91754


TY 2023 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 2023 4,800      
Foreign Tax Paid 1,601 1,601