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
TING TSUNG & WEI FONG CHAO FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2801 POST OAK BLVD STE 150
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX770566107
A Employer identification number

30-0005201
B Telephone number (see instructions)

(713) 422-2004
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$30,127,719J 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) 27,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 669,277 667,534  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 430,163
b Gross sales price for all assets on line 6a 8,457,481
7 Capital gain net income (from Part IV, line 2)... 430,163
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)....... Click to see attachment
List of Attached Documents:
// Content
-93,970 -93,965  
12 Total. Add lines 1 through 11........ 28,005,470 1,003,732  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 171,375 0   171,375
15 Pension plans, employee benefits....... 33,519 0   33,519
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
16,653 0   16,653
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,453 0   14,453
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
84,789 83,119   1,670
17 Interest............... 28,870 28,870   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
23,082 13,082   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 382 0   382
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,469 0   18,469
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 391,592 125,071   256,521
25 Contributions, gifts, grants paid....... 26,679,122 26,679,122
26 Total expenses and disbursements. Add lines 24 and 25 27,070,714 125,071   26,935,643
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 934,756
b Net investment income (if negative, enter -0-) 878,661
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............. 6,682,539 7,098,470 7,098,470
2 Savings and temporary cash investments.........      
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)....... 11,822,279 Click to see attachment
List of Attached Documents:
// Content
12,383,755 		15,326,033
c Investments—corporate bonds (attach schedule)....... 5,391,098 Click to see attachment
List of Attached Documents:
// Content
6,323,364 		6,036,997
11 Investments—land, buildings, and equipment: basis right arrow1,472,500
Less: accumulated depreciation (attach schedule) right arrow   1,472,500 1,472,500 1,472,500
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,142,087 Click to see attachment
List of Attached Documents:
// Content
167,170 		193,719
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) 26,510,503 27,445,259 30,127,719
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........ 20,373,240 20,373,240
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 6,137,263 7,072,019
29 Total net assets or fund balances (see instructions)..... 26,510,503 27,445,259
30 Total liabilities and net assets/fund balances (see instructions). 26,510,503 27,445,259
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
26,510,503
2
Enter amount from Part I, line 27a .....................
2
934,756
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
27,445,259
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
27,445,259
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 - GS 070-6 P    
b PUBLICLY TRADED SECURITIES - GS 554-1 P    
c PUBLICLY TRADED SECURITIES - GS 708-4 P    
d PUBLICLY TRADED SECURITIES - JPM 5002 P    
e PUBLICLY TRADED SECURITIES - JPM 4006 P    
PUBLICLY TRADED SECURITIES - GS 762-3 P    
PUBLICLY TRADED SECURITIES - GS 071-4 P    
HX VENTURE FUND II - ST CAPITAL GAINS P    
HX VENTURE FUND II - LT CAPITAL GAINS P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,086,511   3,107,774 -21,263
b 903,817   611,281 292,536
c 1,667,268   1,708,807 -41,539
d 490,617   345,386 145,231
e 1,183,262   1,254,113 -70,851
31,314     31,314
1,067,432   1,000,000 67,432
      28
      15
27,260     27,260
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       -21,263
b       292,536
c       -41,539
d       145,231
e       -70,851
      31,314
      67,432
      28
      15
      27,260
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 2 430,163
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 12,213
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 0
3 Add lines 1 and 2........................... 3 12,213
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,213
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 17,449
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,449
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 5,236
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow5,236 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowTX, DE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowJADEC LLC Telephone no.right arrow (713) 422-2004

Located atright arrow2801 POST OAK BLVD SUITE 150HOUSTONTX ZIP+4right arrow770566180
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
ALBERT CHAO VICE PRESIDENT & SECRETARY
5.00 		0 0 0
2801 POST OAK BLVD SUITE 150
HOUSTON,TX77056
JAMES CHAO VICE PRESIDENT & TREASURER
5.00 		0 0 0
2801 POST OAK BLVD SUITE 150
HOUSTON,TX77056
DOROTHY JENKINS PRESIDENT
5.00 		0 0 0
2801 POST OAK BLVD SUITE 150
HOUSTON,TX77056
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
NICOLE ELLIS GRANTS OFFICER
50.00 		158,289 34,415 0
2801 POST OAK BLVD SUITE 150
HOUSTON,TX77056
Total number of other employees paid over $50,000...................right arrow 0
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
GOLDMAN SACHS & CO LLC INVESTMENT MANAGEMENT 59,555
200 WEST STREET
NEW YORK,NY10282
Total number of others receiving over $50,000 for professional services.............right arrow0
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 arrow0
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
19,807,814
b
Average of monthly cash balances.......................
1b
10,246,009
c
Fair market value of all other assets (see instructions)................
1c
3,521,137
d
Total (add lines 1a, b, and c).........................
1d
33,574,960
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
33,574,960
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
503,624
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
33,071,336
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,653,567
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
1,653,567
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
12,213
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,213
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,641,354
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,641,354
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,641,354
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
26,935,643
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
26,935,643
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 1,641,354
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 16,636,067
b From 2019...... 17,276,764
c From 2020...... 28,807,255
d From 2021...... 22,545,380
e From 2022...... 24,231,416
f Total of lines 3a through e ........ 109,496,882
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 26,935,643
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,641,354
e Remaining amount distributed out of corpus 25,294,289
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 134,791,171
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		16,636,067
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		118,155,104
10 Analysis of line 9:
a Excess from 2019.... 17,276,764
b Excess from 2020.... 28,807,255
c Excess from 2021.... 22,545,380
d Excess from 2022.... 24,231,416
e Excess from 2023.... 25,294,289
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).)
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

19TH NEWS

1201 BARBARA JORDAN BLVD STE 700
1188
AUSTIN,TX78723 		NONE PC GENERAL OPERATING SUPPORT 1,000

ACTIVATE GLOBAL

2600 TENTH STREET SUITE 300
BERKELEY,CA94710 		NONE PC GENERAL OPERATING SUPPORT 5,000

ACTIVATE GLOBAL

2600 TENTH STREET SUITE 300
BERKELEY,CA94710 		NONE PC ACTIVATE HOUSTON COMMUNITY SUPPORT 125,000

ALLIANCE FOR CHOICE IN EDUCATION DBA ACE SCHOLARSHIPS

1201 EAST COLFAX AVENUE SUITE 302
DENVER,CO80218 		NONE PC ACE SCHOLARSHIPS HOUSTON SUPPORT 10,000

AMERICAN BRAIN FOUNDATION

201 CHICAGO AVE
MINNEAPOLIS,MN55415 		NONE PC GENERAL OPERATING SUPPORT 1,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC

125 BROAD ST 18TH FL
NEW YORK,NY10004 		NONE PC GENERAL OPERATING SUPPORT 200,000

AMERICAN FRIENDS OF THE OCEAN CLEANUP FOUNDATION DBA THE OCEAN CLEANUP

228 EAST 45TH ST STE 9E
NEW YORK,NY10017 		NONE PC GENERAL OPERATING SUPPORT 20,000

AMERICAN HOSPITAL OF PARIS FOUNDATION

575 MADISON AVE 10TH FL
NEW YORK,NY10022 		NONE SO I LE NOUVEL AMERICAIN CAPITAL CAMPAIGN 283,585

AMERICAN IMMIGRATION COUNCIL

1331 G STREET NW SUITE 200
WASHINGTON,DC20005 		NONE PC THERE IS A PORTAL PROJECT 2,000

AMERICAN LEADERSHIP FORUM HOUSTONGULF COAST

1801 MAIN STREET SUITE 910
HOUSTON,TX77002 		NONE PC GENERAL OPERATING SUPPORT 100

APANO COMMUNITIES UNITED FUND DBA ASIAN PACIFIC AMERICAN NETWORK OF OREGON

2788 SE 82ND AVE STE 203
PORTLAND,OR97266 		NONE PC GENERAL OPERATING SUPPORT 5,000

ART 21 INC

231 W 29TH ST STE 706
NEW YORK,NY10001 		NONE PC GENERAL OPERATING SUPPORT 15,000

ART 21 INC

231 W 29TH ST STE 706
NEW YORK,NY10001 		NONE PC CAPACITY-BUILDING CAMPAIGN INITIATIVES 60,000

ASIA SOCIETY TEXAS CENTER

1370 SOUTHMORE BLVD
HOUSTON,TX77004 		NONE PC ENDOWMENT FUND 1,000,000

ASIA SOCIETY TEXAS CENTER

1370 SOUTHMORE BLVD
HOUSTON,TX77004 		NONE PC ONLINE LEARNING PLATFORM INITIATIVE 200,000

ASIA SOCIETY

725 PARK AVE
NEW YORK,NY10021 		NONE PC ASIA SOCIETY POLICY INSTITUTE GLOBAL TRANSFORMATION 100,000

ASIA SOCIETY

725 PARK AVE
NEW YORK,NY10021 		NONE PC CENTER FOR GLOBAL EDUCATION 133,333

ASIAN AMERICAN HEALTH COALITION OF THE GREATER HOUSTON AREA DBA HOPE CLINIC

7001 CORPORATE DR
HOUSTON,TX77036 		NONE PC CAPITAL CAMPAIGN 400,000

ASIAN AMERICAN LEGAL DEFENSE AND EDUCATION FUND

99 HUDSON ST 12TH FL
NEW YORK,NY10013 		NONE PC GENERAL OPERATING SUPPORT 5,000

ASTROS GOLF FOUNDATION

501 CRAWFORD ST STE 500
HOUSTON,TX77002 		NONE PC MEMORIAL PARK GOLF COURSE PROJECT 200,000

AUSTIN HABITAT FOR HUMANITY INC

500 W BEN WHITE BLVD
AUSTIN,TX78704 		NONE PC GENERAL OPERATING SUPPORT 30,000

AUSTIN PUBLIC LIBRARY FRIENDS FOUNDATION

PO BOX 13201
AUSTIN,TX787113201 		NONE PC GENERAL OPERATING SUPPORT 10,000

AVENUE COMMUNITY DEVELOPMENT CORP

3517 IRVINGTON BOULEVARD
HOUSTON,TX77009 		NONE PC GENERAL OPERATING SUPPORT 10,000

BAYLOR COLLEGE OF MEDICINE

ONE BAYLOR PLAZA MS BCM160
HOUSTON,TX77030 		NONE PC CHAO SCHOLARS INITIATIVE 300,000

BAYLOR COLLEGE OF MEDICINE

ONE BAYLOR PLAZA MS BCM160
HOUSTON,TX77030 		NONE PC PANDEMIC THREAT TECHNOLOGY CENTER 300,000

BOSTON SYMPHONY ORCHESTRA INC

301 MASSACHUSETTS AVE
BOSTON,MA02115 		NONE PC TANGLEWOOD FUND 50,000

BRANDEIS UNIVERSITY

415 S ST MS 126
WALTHAM,MA02453 		NONE PC CHAIR PROFESSORSHIP IN NEUROSCIENCE FUNDS 500,000

BREAKTHROUGH HOUSTON

2401 CLAREMONT LN
HOUSTON,TX77019 		NONE PC GENERAL OPERATING SUPPORT 10,000

BREAKTHROUGH HOUSTON

2401 CLAREMONT LN
HOUSTON,TX77019 		NONE PC GENERAL OPERATING SUPPORT 15,000

BUDDHAS LIGHT INTERNATIONAL ASSOCIATION - HOUSTON

12606 JEBBIA LN
STAFFORD,TX77477 		NONE PC GENERAL OPERATING SUPPORT 10,000

BUDDHAS LIGHT INTERNATIONAL ASSOCIATION

3456 GLENMARK DRIVE
HACIENDA HEIGHTS,CA91745 		NONE PC HAWAII WILDFIRE RELIEF 100,000

BUDDHIST GLOBAL RELIEF

2020 ROUTE 301
CARMEL,NY10512 		NONE PC FOOD SECURITY PROGRAMMING 200,000

CANOPY CANOPY CANOPY INC DBA TRIPLE CANOPY

264 CANAL STREET 3W
NEW YORK,NY10013 		NONE PC GENERAL OPERATING SUPPORT 15,000

CENTER FOR CARBON REMOVAL DBA CARBON180

1140 3RD ST NE
WASHINGTON,DC20002 		NONE PC GENERAL OPERATING SUPPORT 5,000

CENTER FOR REPRODUCTIVE RIGHTS INC

199 WATER STREET 22ND FLOOR
NEW YORK,NY10038 		NONE PC GENERAL OPERATING SUPPORT 50,000

CHARITY GLOBAL INC DBA CHARITY WATER

PO BOX 5026
HAGERSTOWN,MD21741 		NONE PC GENERAL OPERATING SUPPORT 60,000

CHINESE COMMUNITY CENTER INC

9800 TOWN PARK DR
HOUSTON,TX77036 		NONE PC SENIOR CENTER MAINTENANCE 100,000

CHRISTIAN HERALD ASSN INC DBA THE BOWERY MISSION

355 LEXINGTON AVE 19TH FL
NEW YORK,NY10017 		NONE PC GENERAL OPERATING SUPPORT 16,000

CITY HARVEST INC

150 52ND ST
BROOKLYN,NY11232 		NONE PC GENERAL OPERATING SUPPORT 10,000

COMMITTEE OF 100

28 WEST 44TH STREET SUITE 1014
NEW YORK,NY10036 		NONE PC GENERAL OPERATING SUPPORT 200,000

COVENANT HOUSE TEXAS

1111 LOVETT BOULEVARD
HOUSTON,TX77006 		NONE PC BUILDING FOR LIFE CAMPAIGN 25,000

CREATE IN CHINATOWN INC DBA THINKCHINATOWN

231 W 29 ST SUITE 602
NEW YORK,NY10001 		NONE PC GENERAL OPERATING SUPPORT 3,000

DA CAMERA SOCIETY OF TEXAS DBA DA CAMERA OF HOUSTON

1402 SUL ROSS ST
HOUSTON,TX77006 		NONE PC GENERAL OPERATING SUPPORT 15,000

DIRECT RELIEF

6100 WALLACE BECKNELL RD
SANTA BARBARA,CA93117 		NONE PC GENERAL OPERATING SUPPORT 1,000,000

DURHAM LITERACY CENTER INC

PO BOX 52209
DURHAM,NC27717 		NONE PC GENERAL OPERATING SUPPORT 25,000

ELECTRONIC FRONTIER FOUNDATION INC

815 EDDY ST
SAN FRANCISCO,CA94109 		NONE PC GENERAL OPERATING SUPPORT 25,000

EMPOWERS AFRICA INC

2 BEEKMAN PLACE SUITE 18B
NEW YORK,NY10022 		NONE PC SINGITA HOLISTIC EARLY CHILDHOOD DEVELOPMENT SUPPORT 15,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104 		NONE PC LEGACY MUSEUM 1,000

ETERNAL GANDHI MUSEUM HOUSTON INC

12379 RICEVILLE SCHOOL ROAD
HOUSTON,TX77031 		NONE PC CAPITAL CAMPAIGN SUPPORT 50,000

FEED MY STARVING CHILDREN

401 93RD AVE NW
COON RAPIDS,MN55433 		NONE PC GENERAL OPERATING SUPPORT 50,000

FEEDING AMERICA

162 N CLARK ST STE 700
CHICAGO,IL60602 		NONE PC GENERAL OPERATING SUPPORT 150,000

FLORIDA SOUTHERN COLLEGE

111 LAKE HOLLINGSWORTH DR
LAKELAND,FL33801 		NONE PC POLK MUSEUM OF ART EXPANSION 300,000

FLORIDA STATE UNIVERSITY FOUNDATION INC

325 WEST COLLEGE AVE
TALLAHASSEE,FL32301 		NONE PC JOHN & MABLE RINGLING MUSEUM OF ART - CENTER FOR ASIAN ART AND ENDOWMENT 600,000

FOUNTAIN PROJECT FOUNDATION

10124 SAN PABLO AVE
EL CERRITO,CA94530 		NONE PC GENERAL OPERATING SUPPORT 30,000

FOUNTAIN PROJECT FOUNDATION

10124 SAN PABLO AVE
EL CERRITO,CA94530 		NONE PC GENERAL OPERATING SUPPORT 270,000

FRIENDS FOR LIFE ANIMAL SHELTER

107 E 22ND STREET
HOUSTON,TX77008 		NONE PC GENERAL OPERATING SUPPORT 10,000

FRIENDS OF THE NATIONAL MUSEUM OF ASIAN PACIFIC AMERICAN HISTORY DBA FRIEND

1612 K STREET NW SUITE 300
WASHINGTON,DC20006 		NONE PC GENERAL OPERATING SUPPORT 10,000

GIVEDIRECTLY INC

CHURCH ST STATION PO BOX 3221
NEW YORK,NY10008 		NONE PC GENERAL OPERATING SUPPORT 10,000

GRAINS OF SALT LEADERSHIP STUDIO

35112 SW BALD PEAK RD
HILLSBOROR,OR97123 		NONE PC PROGRAM SUPPORT 100,000

GRAMERCY PARK BLOCK ASSOCIATION INC

34 GRAMERCY PARK E
NEW YORK,NY10003 		NONE PC GENERAL OPERATING SUPPORT 5,000

GREATER HOUSTON PARTNERSHIP FOUNDATION

1200 SMITH ST STE 700
HOUSTON,TX77002 		NONE PC GENERAL OPERATING SUPPORT 15,000

GREATER HOUSTON PARTNERSHIP FOUNDATION

1200 SMITH ST STE 700
HOUSTON,TX77002 		NONE PC HOUSTON NEXT CAMPAIGN 200,000

HABITAT FOR HUMANITY INTERNATIONAL INC

322 W LAMAR ST
AMERICUS,GA31709 		NONE PC GENERAL OPERATING SUPPORT 20,000

HABITAT FOR HUMANITY INTERNATIONAL INC

322 W LAMAR ST
AMERICUS,GA31709 		NONE PC AGING IN PLACE PROGRAMMING IN TEXAS 250,000

HABITAT FOR HUMANITY OF PORTLAND METRO EAST

1478 NE KILLINGSWORTH ST
PORTLAND,OR97211 		NONE PC WOMEN BUILD PROGRAM 10,000

HAMILTON-MADISON HOUSE INC

253 SOUTH ST 2ND FL HAMILTON-MADISO
HOUSE
NEW YORK,NY10002 		NONE PC GENERAL OPERATING SUPPORT 5,300

HELPING HAND HOME FOR CHILDREN

3804 AVE B
AUSTIN,TX78751 		NONE PC GENERAL OPERATING SUPPORT 15,000

HERMANN PARK CONSERVANCY

1700 HERMANN PARK
HOUSTON,TX77004 		NONE PC PLAY YOUR PARK CAMPAIGN 25,000

HOMELESS PRENATAL PROGRAM

2500 18TH ST
SAN FRANCISCO,CA94110 		NONE PC GENERAL OPERATING SUPPORT 5,000

HOUSTON BALLET FOUNDATION

601 PRESTON ST
HOUSTON,TX77002 		NONE PC SUPPORT FOR HOUSTON BALLET'S NEW WORK BY STATON WELCH 25,000

HOUSTON BOTANIC GARDEN

8205 N BAYOU DR
HOUSTON,TX77017 		NONE PC GENERAL OPERATING SUPPORT 50,000

HOUSTON FOOD BANK

535 PORTWALL ST
HOUSTON,TX77029 		NONE PC THE FOOD FOR BETTER LIVES EXPANSION CAMPAIGN 1,000,000

HOUSTON GRAND OPERA ASSOCIATION INC

510 PRESTON ST STE 500
HOUSTON,TX77002 		NONE PC GENERAL OPERATING SUPPORT 10,000

HOUSTON GRAND OPERA ASSOCIATION INC

510 PRESTON ST STE 500
HOUSTON,TX77002 		NONE PC HGO SEASON SUPPORT 250,000

HOUSTON GRAND OPERA ASSOCIATION INC

510 PRESTON ST STE 500
HOUSTON,TX77002 		NONE PC SEEKING THE HUMAN SPIRIT INITIATIVE 250,000

HOUSTON MUSEUM OF NATURAL SCIENCE

5555 HERMANN PARK DR
HOUSTON,TX77030 		NONE PC GENERAL OPERATING SUPPORT 10,000

HOUSTON MUSEUM OF NATURAL SCIENCE

5555 HERMANN PARK DR
HOUSTON,TX77030 		NONE PC GENERAL OPERATING SUPPORT 15,000

HOUSTON MUSEUM OF NATURAL SCIENCE

5555 HERMANN PARK DR
HOUSTON,TX77030 		NONE PC GENERAL OPERATING SUPPORT 25,000

HOUSTON MUSEUM OF NATURAL SCIENCE

5555 HERMANN PARK DR
HOUSTON,TX77030 		NONE PC MATTER AND MOTION: QUANTUM CHEMISTRY TO ASTROPHYSICS HALL 1,000,000

HUMANE SOCIETY OF THE UNITED STATES

1255 23RD ST NW STE 450
WASHINGTON,DC20037 		NONE PC GENERAL OPERATING SUPPORT 10,000

HUMANE SOCIETY OF THE UNITED STATES

1255 23RD ST NW STE 450
WASHINGTON,DC20037 		NONE PC EMERGENCY ANIMAL RELIEF FUND 50,000

INSTITUTE FOR COLLABORATION IN HEALTH

1936 MEADOW VIEW CT NW
ALBUQUERQUE,NM87104 		NONE PC GENERAL OPERATING SUPPORT 2,000

INSTITUTE FOR COLLABORATION IN HEALTH

1936 MEADOW VIEW CT NW
ALBUQUERQUE,NM87104 		NONE PC GENERAL OPERATING SUPPORT 50,000

INTERFAITH MINISTRIES FOR GREATER HOUSTON

3303 MAIN ST
HOUSTON,TX77002 		NONE PC GENERAL OPERATING SUPPORT 20,000

INTERNATIONAL BUDDHIST PROGRESS SOCIETY

3456 GLENMARK DR
HACIENDA HEIGHTS,CA91745 		NONE PC XI LAI TEMPLE PROJECT ACTIVITIES 150,000

INTERNATIONAL BUDDHIST PROGRESS SOCIETY

3456 GLENMARK DR
HACIENDA HEIGHTS,CA91745 		NONE PC GENERAL OPERATING SUPPORT 3,000,000

INTERNATIONAL RESCUE COMMITTEE INC

122 E 42ND ST
NEW YORK,NY10168 		NONE PC GENERAL OPERATING SUPPORT 25,000

INTERNATIONAL SOCIETY FOR THE PERFORMING ARTS FOUNDATION

630 NINTH AVENUE 213
NEW YORK,NY100364752 		NONE PC GENERAL OPERATING SUPPORT 100,000

INTERNET ARCHIVE

300 FUNSTON AVE
SAN FRANCISCO,CA94118 		NONE PC GENERAL OPERATING SUPPORT 5,000

JOHN HOPKINS UNIVERSITY

3910 KESWICK ROAD N4327B
BALTIMORE,MD21211 		NONE PC THE SMART CHILDREN INITIATIVE 100,000

JUNIOR ACHIEVEMENT OF SE TEXAS

2115 E GOVERNORS CIR
HOUSTON,TX77092 		NONE PC BUILDING TOMORROWS CAMPAIGN 180,000

KIDS MEALS INC

330 GARDEN OAKS BLVD
HOUSTON,TX77018 		NONE PC GENERAL OPERATING SUPPORT 2,000

KIDS MEALS INC

330 GARDEN OAKS BLVD
HOUSTON,TX77018 		NONE PC BUILDING HOPE CAMPAIGN 350,000

LITTLE TIGER CHINESE IMMERSION SCHOOL PTO

708 E 51ST ST
AUSTIN,TX78751 		NONE PC GENERAL OPERATING SUPPORT 15,000

LOWER EAST SIDE TENEMENT MUSEUM

103 ORCHARD STREET
NEW YORK,NY10002 		NONE PC GENERAL OPERATING SUPPORT 10,000

MANZANO DAY SCHOOL

1801 CENTRAL AVE NW
ALBUQUERQUE,NM87104 		NONE PC SCHOOL PROGRAMS AND PROJECTS 20,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE 49-3142
CAMBRIDGE,MA02139 		NONE PC SLOAN SCHOOL OF MANAGEMENT 3,000

MAYO CLINIC

200 FIRST ST SW
ROCHESTER,MN55902 		NONE PC BREAST CANCER RESEARCH 50,000

MAYO CLINIC

200 FIRST ST SW
ROCHESTER,MN55902 		NONE PC SCHOOL OF MEDICINE SCHOLARSHIP FUND 270,000

MEALS ON WHEELS PEOPLE INC

7710 SW 31ST AVE
PORTLAND,OR97219 		NONE PC GENERAL OPERATING SUPPORT 10,000

MEDECINS SANS FRONTIERS USA INC DBA DOCTORS WITHOUT BORDERS USA INC

40 RECTOR ST 16TH FL
NEW YORK,NY10006 		NONE PC GENERAL OPERATING SUPPORT 500

MEDWISH INTERNATIONAL

1625 E 31ST ST
CLEVELAND,OH44114 		NONE PC GENERAL OPERATING SUPPORT 20,000

MERCURY CHAMBER ORCHESTRA INC

3100 TIMMONS LN SUITE 201
HOUSTON,TX77027 		NONE PC GENERAL OPERATING SUPPORT 100,000

METHODIST HOSPITAL DBA METHODIST HOSPITAL FOUNDATION

6565 FANNIN ST GB240
HOUSTON,TX77030 		NONE SO I GENERAL OPERATING SUPPORT 10,000

METHODIST HOSPITAL DBA METHODIST HOSPITAL FOUNDATION

6565 FANNIN ST GB240
HOUSTON,TX77030 		NONE SO I EMPLOYEE BEHAVIORAL HEALTH AND INTERNATIONAL RESEARCH ETHICS 200,000

METROPOLITAN OPERA ASSOCIATION INC

30 LINCOLN CENTER PLZ
NEW YORK,NY10023 		NONE PC TRANSFORMING THE MET CAMPAIGN - MET OPERA ON DEMAND 250,000

NARRATIVE MAGAZINE INC

2443 FILLMORE ST 214
SAN FRANCISCO,CA94115 		NONE PC GENERAL OPERATING SUPPORT 20,000

NATIONAL ASIAN-AMERICAN THEATRE COMPANY

520 8TH AVE RM 309
NEW YORK,NY10018 		NONE PC GENERAL OPERATING SUPPORT 1,000

NATIONAL PUBLIC RADIO INC

1111 NORTH CAPITOL ST NE
WASHINGTON,DC20002 		NONE PC GENERAL OPERATING SUPPORT 10,000

NEW ART PUBLICATIONS INC DBA BOMB MAGAZINE

80 HANSON PLACE STE 703
BROOKLYN,NY11217 		NONE PC GENERAL OPERATING SUPPORT 19,000

NEW ART PUBLICATIONS INC DBA BOMB MAGAZINE

80 HANSON PLACE STE 703
BROOKLYN,NY11217 		NONE PC INTERNATIONAL CORRESPONDENCE / MENTORSHIP PILOT PROJECT 20,000

ONESKY

1832 SECOND ST STE K
BERKELEY,CA94710 		NONE PC GENERAL OPERATING SUPPORT 10,000

OREGON FOOD BANK INC

7900 NE 33RD DR
PORTLAND,OR97211 		NONE PC ROOTED + RISING CAMPAIGN 100,000

PEN AMERICAN CENTER INC

588 BROADWAY STE 303
NEW YORK,NY10012 		NONE PC GENERAL OPERATING SUPPORT 35,000

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

123 WILLIAM ST 10TH FL
NEW YORK,NY10038 		NONE PC GENERAL OPERATING SUPPORT 250,000

PLANNED PARENTHOOD GULF COAST INC

4600 GULF FREEWAY
HOUSTON,TX77023 		NONE PC GENERAL OPERATING SUPPORT 10,000

PLANNED PARENTHOOD GULF COAST INC

4600 GULF FREEWAY
HOUSTON,TX77023 		NONE PC GENERAL OPERATING SUPPORT 10,000

PLANT IT FORWARD

4030 WILLOWBEND BLVD
HOUSTON,TX77025 		NONE PC GENERAL OPERATING SUPPORT 50,000

POLK MUSEUM OF ART INC

800 E PALMETTO ST
LAKELAND,FL33801 		NONE PC GENERAL OPERATING SUPPORT 50,000

PORTLAND STREET MEDICINE

2717 NE BROADWAY ST
PORTLAND,OR97232 		NONE PC GENERAL OPERATING SUPPORT 5,000

PROTECT DEMOCRACY PROJECT

2020 PENNSYLVANIA AVE NW 163
WASHINGTON,DC200061811 		NONE PC GENERAL OPERATING SUPPORT 25,000

PUBLIC ADVOCATES INC

131 STEUART ST STE 300
SAN FRANCISCO,CA94105 		NONE PC GENERAL OPERATING SUPPORT 8,000

REFUGEE AND IMMIGRANT CENTER FOR EDUCATION AND LEGAL SERVICES DBA RAICES

PO BOX 786100
SAN ANTONIO,TX78278 		NONE PC GENERAL OPERATING SUPPORT 20,000

RHODE ISLAND SCHOOL OF DESIGN

20 WASHINGTON PLACE
PROVIDENCE,RI02903 		NONE PC GENERAL OPERATING SUPPORT 10,000

RIVER OAKS CHAMBER ORCHESTRA

1934 WEST GRAY 311
HOUSTON,TX77019 		NONE PC GENERAL OPERATING SUPPORT 1,000

ROBIN HOOD FOUNDATION

826 BROADWAY 9TH FL
NEW YORK,NY10003 		NONE PC GENERAL OPERATING SUPPORT 50,000

ROCKEFELLER UNIVERSITY

1230 YORK AVENUE
NEW YORK,NY10065 		NONE PC SUPPORT FOR THE WORK OF DRS. PRIYA RAJASETHUPATHY AND MARNIA CASKEY 100,000

ROMAN CATHOLIC CHURCH OF TRANSFIGURATION AND SAINT JAMES-SA DBA TRANSFIGURA

29 MOTT ST
NEW YORK,NY10013 		NONE PC GENERAL OPERATING SUPPORT 5,000

RONALD MCDONALD HOUSE HOUSTON

1907 HOLCOMBE BLVD
HOUSTON,TX77030 		NONE PC GENERAL OPERATING SUPPORT 50,000

SAHELI DBA ASIAN FAMILY SUPPORT SERVICES OF AUSTIN

PO BOX 14234
AUSTIN,TX78761 		NONE PC GENERAL OPERATING SUPPORT 200,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HIGHWAY E STE 400
FAIRFIELD,CT06825 		NONE PC GREEN CLIMATE FUND PROJECT DEVELOPMENT 100,000

SEACOLOGY

1623 SOLANO AVE
BERKELEY,CA94707 		NONE PC GENERAL OPERATING SUPPORT 20,000

SEVENTH REGIMENT ARMORY CONSERVANCY INC DBA PARK AVENUE ARMORY

643 PARK AVENUE
NEW YORK,NY10065 		NONE PC GENERAL OPERATING SUPPORT 20,000

SMILE TRAIN

633 THIRD AVENUE 9TH FL
NEW YORK,NY10017 		NONE PC GENERAL OPERATING SUPPORT 20,000

ST JOHNS SCHOOL

2401 CLAREMONT LN
HOUSTON,TX77019 		NONE PC GENERAL OPERATING SUPPORT 10,000

ST JOHNS SCHOOL

2401 CLAREMONT LN
HOUSTON,TX77019 		NONE PC GENERAL OPERATING SUPPORT 15,000

TEACH FOR AMERICA

2 GREENWAY PLAZA SUITE 500
HOUSTON,TX77046 		NONE PC TEACH FOR AMERICA'S HOUSTON EFFORTS 10,000

TEXAS BUSINESS HALL OF FAME FOUNDATION

675 BERING DRIVE 200
HOUSTON,TX77057 		NONE PC GENERAL OPERATING SUPPORT 10,000

TEXAS CHILDRENS HOSPITAL

1919 S BRAESWOOD BLVD STE 5214
HOUSTON,TX77030 		NONE PC CONTINUING EDUCATION AND TRAINING 60,000

TEXAS CHILDRENS HOSPITAL

1919 S BRAESWOOD BLVD STE 5214
HOUSTON,TX77030 		NONE PC STUDY OF NEURODEGENERATION DISEASES 3,000,000

TEXAS SCHOOL VENTURE FUND

3900 ESSEX LN STE 1200
HOUSTON,TX77027 		NONE PC SUPPORT FOR NEIGHBORHOOD SCHOOLS INC. 100,000

TEXAS TRIBUNE INC

919 CONGRESS AVE FL 6
AUSTIN,TX78701 		NONE PC GENERAL OPERATING SUPPORT 20,000

THE BEACON OF DOWNTOWN HOUSTON

1117 TEXAS AVE
HOUSTON,TX77002 		NONE PC HOMELESS SUPPORT PROGRAM 100,000

THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY DBA STANFORD

326 GALVEZ ST
STANFORD,CA94305 		NONE PC HAAS CENTER FOR PUBLIC SERVICE 30,000

THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY DBA STANFORD

326 GALVEZ ST
STANFORD,CA94305 		NONE PC HO CENTER BUDDHIST STUDIES PROGRAMMING 50,000

THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY DBA STANFORD

326 GALVEZ ST
STANFORD,CA94305 		NONE PC SCHOOL OF HUMANITIES & SCIENCES FELLOWSHIPS AND ASSISTANTSHIPS FOR GRAD STUDENTS 400,000

THE BROOKWOOD COMMUNITY INC

1752 FM 1489
BROOKSHIRE,TX77423 		NONE PC GENERAL OPERATING SUPPORT 10,000

THE CLEVELAND CLINIC FOUNDATION

PO BOX 931517
CLEVELAND,OH44193 		NONE PC CENTER FOR ATRIAL FIBRILLATION 50,000

THE DAVID SHELDRICK WILDLIFE TRUST USA INC

25283 CABOT RD 101
LAGUNA HILLS,CA92653 		NONE PC GENERAL OPERATING SUPPORT 10,000

THE EMERY-WEINER CENTER FOR JEWISH EDUCATION DBA EMERYWEINER SCHOOL

9825 STELLA LINK RD
HOUSTON,TX77025 		NONE PC GENERAL OPERATING SUPPORT 1,000

THE FOUNDATION FOR ART AND HEALING INC

77 STEARNS ROAD
BROOKLINE,MA02446 		NONE PC THE UNLONELY PROJECT 5,000

THE IRVIN M SHLENKER SCHOOL OF CONGREGATION BETH ISRAEL

5600 N BRAESWOOD BLVD
HOUSTON,TX77096 		NONE PC GENERAL OPERATING SUPPORT 1,000

THE NEW YORK PUBLIC LIBRARY

445 5TH AVE 4TH FL
NEW YORK,NY10016 		NONE PC GENERAL OPERATING SUPPORT 15,000

THE SALVATION ARMY

1424 NORTHEAST EXPRESSWAY
BROOKHAVEN,GA30329 		NONE PC HOPE HOME ON THE CAMPUS OF THE LAKELAND SALVATION ARMY'S GEORGE W. JENKINS COMMUNITY OF HOPE 125,000

THE W OSCAR NEUHAUS MEMORIAL FOUNDATION DBA NEUHAUS EDUCATION CENTER

4433 BISSONNET
BELLAIRE,TX77401 		NONE PC GENERAL OPERATING SUPPORT 50,000

TRANSITION PROJECTS INC

665 NW HOYT ST
PORTLAND,OR97209 		NONE PC GENERAL OPERATING SUPPORT 5,000

TRUSTEES OF PRINCETON UNIVERSITY

701 CARNEGIE CENTER SUITE 445
PRINCETON,NJ08540 		NONE PC GENERAL OPERATING SUPPORT 22,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

3451 WALNUT ST STE 305
PHILADELPHIA,PA19104 		NONE PC WHARTON SCHOOL TANGEN HALL SUPPORT 25,000

TSINGHUA EDUCATION FOUNDATION N A INC

1601 MCCARTHY BLVD STE 8
MILPITAS,CA95035 		NONE PC SCHWARZMANN SCHOLARS PROGRAM 200,000

UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION

BOX 0248 2001 THE EMBARCADERO 3RD
FL
SAN FRANCISCO,CA94143 		NONE PC SCHOOL OF NURSING AGPCNP LEADERSHIP PROGRAM IN HOME-BASED CARE 150,000

UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION

BOX 0248 2001 THE EMBARCADERO 3RD
FL
SAN FRANCISCO,CA94143 		NONE PC SCHOOL OF NURSING FELLOWSHIP IN TAIWAN AND CHINA 350,000

UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION

BOX 0248 2001 THE EMBARCADERO 3RD
FL
SAN FRANCISCO,CA94143 		NONE PC SCHOOL OF NURSING GERIATRIC PRIMARY CARE BILINGUAL SCHOLARSHIP 10,000

UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION

BOX 0248 2001 THE EMBARCADERO 3RD
FL
SAN FRANCISCO,CA94143 		NONE PC SCHOOL OF MEDICINE RYAN RESIDENCY TRAINING PROGRAM 102,304

UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION

BOX 0248 2001 THE EMBARCADERO 3RD
FL
SAN FRANCISCO,CA94143 		NONE PC SCHOOL OF NURSING AGPCNP LEADERSHIP PROGRAM IN HOME-BASED CARE 30,000

UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED

700 LOMAS BLVD NE
ALBUQUERQUE,NM871022568 		NONE PC NEW HOSPITAL TOWER EQUIPMENT FUND 100,000

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

103 SOUTH BUILDING CAMPUS BOX 9100
CHAPEL HILL,NC27599 		NONE PC NORTH CAROLINA PUBLIC RADIO SUPPORT 25,000

UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON

7000 FANNIN ST UNIV CTR TOWER STE
901
HOUSTON,TX77030 		NONE GOV MD RESEARCH AND EDUCATION FOR MCGOVERN MEDICAL SCHOOL DIV. OF GASTROENTEROLOGY 200,000

WELLESLEY COLLEGE

106 CENTRAL ST
WELLESLEY HILLS,MA02481 		NONE PC SCIENCE CENTER AND MATH WING 2,000,000

WELLESLEY COLLEGE

106 CENTRAL ST
WELLESLEY HILLS,MA02481 		NONE PC CHAIR FOR INCLUSIVE EXCELLENCE 600,000

WILLIAM MARSH RICE UNIVERSITY

PO BOX 1892
HOUSTON,TX77251 		NONE PC COMMUNITY OF ASIAN ALUMNI ANNUAL FUND 10,000

WILLIAM MARSH RICE UNIVERSITY

PO BOX 1892
HOUSTON,TX77251 		NONE PC LIU IDEA LAB FOR INNOVATION AND ENTREPRENEURSHIP 20,000

WILLIAM MARSH RICE UNIVERSITY

PO BOX 1892
HOUSTON,TX77251 		NONE PC THE DAVID LEEBRON PROFESSORSHIP 120,000

WILLIAM MARSH RICE UNIVERSITY

PO BOX 1892
HOUSTON,TX77251 		NONE PC RICE360 NEWBORN ESSENTIAL SOLUTIONS AND TECHNOLOGIES (NEST360) 660,000

WOMEN FOR WOMEN INTERNATIONAL

2000 M ST NW STE 200
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING SUPPORT 25,000

WORK FOUNDATION INC

PO BOX 20310
SANTA BARBARA,CA93120 		NONE PC GENERAL OPERATING SUPPORT 100,000

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001 		NONE PC GENERAL OPERATING SUPPORT 1,000,000
Total .................................right arrow 3a 26,679,122
bApproved for future payment

ACTIVATE GLOBAL INC
2600 TENTH STREET SUITE 300
BERKELEY,CA94710 		NONE PC ACTIVATE HOUSTON COMMUNITY SUPPORT 125,000

ASIA SOCIETY
725 PARK AVE
NEW YORK,NY10021 		NONE PC THE CENTER GLOBAL EDUCATION 266,667

DIRECT RELIEF
6100 WALLACE BECKNELL RD
SANTA BARBARA,CA93117 		NONE PC GENERAL OPERATING SUPPORT 2,000,000

ETERNAL GANDHI MUSEUM
12379 RICEVILLE SCHOOL ROAD
HOUSTON,TX77031 		NONE PC CAPITAL CAMPAIGN SUPPORT 200,000

FOUNTAIN PROJECT FOUNDATION
10124 SAN PABLO AVE
EL CERRITO,CA94530 		NONE PC GENERAL OPERATING SUPPORT 540,000

HOUSTON BALLET FOUNDATION
601 PRESTON ST
HOUSTON,TX77002 		NONE PC SUPPORT FOR HOUSTON BALLET'S NEW WORK BY STATON WELCH 25,000

HOUSTON FOOD BANK
535 PORTWALL ST
HOUSTON,TX77029 		NONE PC THE FOOD FOR BETTER LIVES EXPANSION CAMPAIGN 4,000,000

JOHN HOPKINS UNIVERSITY
3910 KESWICK ROAD N4327B
BALTIMORE,MD21211 		NONE PC THE SMART CHILDREN INITIATIVE 100,000

KIDS' MEALS INC
330 GARDEN OAKS BLVD
HOUSTON,TX77018 		NONE PC BUILDING HOPE CAMPAIGN SUPPORT TO FUND NEW FACTORY 650,000

MAYO CLINIC
200 FIRST ST SW
ROCHESTER,MN55902 		NONE PC TO ESTABLISH THE TING TSUNG AND WEI FONG CHAO SCHOLARSHIP FUND 1,080,000

MEDECINS SANS FRONTIERS USA INC DBA DOCTORS WITHOUT BORDERS USA INC
40 RECTOR ST 16TH FL
NEW YORK,NY10006 		NONE PC GENERAL OPERATING SUPPORT 2,000,000

ROCKEFELLER UNIVERSITY
1230 YORK AVENUE
NEW YORK,NY10065 		NONE PC SUPPORT FOR THE WORK OF DRS. PRIYA RAJASETHUPATHY AND MARNIA CASKEY 200,000

WILLIAM MARSH RICE UNIVERSITY
PO BOX 1892
HOUSTON,TX77251 		NONE PC SUPPORT FOR SCHOOL OF ARCHITECTURE, KINDER INSTITUTE FOR URBAN RESEARCH'S ASIAN AMERICAN COMMUNITY & UNIVERSITY PRIORITIES 4,050,000

WILLIAM MARSH RICE UNIVERSITY
PO BOX 1892
HOUSTON,TX77251 		NONE PC THE DAVID LEEBRON PROFESSORSHIP 180,000

WORLD CENTRAL KITCHEN INCORPORATED
200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001 		NONE PC GENERAL OPERATING SUPPORT 2,000,000
Total ................................. right arrow 3b 17,416,667
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 ........... 		         
4 Dividends and interest from securities ....     14 669,277  
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 ............ 		    18 430,163  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME - NII 		    14 -93,965  
bPARTNERSHIP INCOME - NDE     14 -5  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,005,470 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,005,470
(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
TING TSUNG & WEI FONG CHAO FOUNDATION
 
Employer identification number

30-0005201
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
TING TSUNG & WEI FONG CHAO FOUNDATION
  		Employer identification number
30-0005201
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
CHAMLY ASPEN TRUST
 
1100 NORTH MARKET ST
 
WILMINGTON, DE19890

$ 27,000,000


(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
TING TSUNG & WEI FONG CHAO FOUNDATION
  		Employer identification number

30-0005201
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
TING TSUNG & WEI FONG CHAO FOUNDATION
  		Employer identification number

30-0005201
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:  

TY 2023 AccountingFeesSchedule
Name:
TING TSUNG & WEI FONG CHAO FOUNDATION
EIN:
30-0005201
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 14,453 0   14,453

TY 2023 InvestmentsCorpBondsSchedule
Name:
TING TSUNG & WEI FONG CHAO FOUNDATION
EIN:
30-0005201
Name of Bond End of Year Book Value End of Year Fair Market Value
GS INVESTMENT GRADE CREDIT FUND 647,213 588,628
GS U.S. MORTGAGES FUND 662,355 605,733
SIX CIRCLES GLOBAL BOND 607,000 597,294
SIX CIRCLES CREDIT OPPORT 162,074 156,209
TIAA-CREF CORE IMPACT BOND FUND 1,880,427 1,746,408
U.S. TREASURY NOTE 4/30/2026 36,774 37,019
U.S. TREASURY NOTE 8/31/2026 34,048 33,938
VANGUARD MORTGAGE BACKED SEC 123,844 113,211
VANGUARD TOTAL BOND MARKET INDEX 490,667 452,038
VANGUARD TOTAL INTL BND-ADM 388,586 360,546
VANGUARD INT-TERM CORPORATE 256,571 264,160
VANGUARD TOTAL INTL BND ETF 248,442 253,736
GS ACCESS INVESTMENT GRADE CORPORATE BOND ETF 150,185 154,176
U.S. TREASURY BOND 5/15/2025 8,711 8,788
U.S. TREASURY BOND 8/15/2025 67,309 67,636
U.S. TREASURY BOND 12/15/2025 99,945 100,483
U.S. TREASURY BOND 11/30/2026 21,819 22,200
U.S. TREASURY BOND 1/31/2030 9,492 9,793
U.S. TREASURY BOND 2/28/2030 168,492 178,073
U.S. TREASURY BOND 3/31/2030 37,254 39,433
U.S. TREASURY BOND 5/31/2030 37,467 39,700
U.S. TREASURY BOND 8/15/2032 33,208 33,031
U.S. TREASURY BOND 8/15/2048 13,750 14,719
U.S. TREASURY BOND 11/15/2048 119,328 139,606
U.S. TREASURY BOND 5/15/2053 18,403 20,439

TY 2023 InvestmentsCorpStockSchedule
Name:
TING TSUNG & WEI FONG CHAO FOUNDATION
EIN:
30-0005201
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC CMN 7,776 8,058
ACCENTURE PLC 6,461 28,775
BRISTOL MYERS SQUIBB CO 9,141 9,031
COMCAST CORP-CLASS A 17,448 22,100
CONOCOPHILLIPS 14,563 17,643
ENSYSCE BIOSCIENCES INC 550,000 56,155
FIDELITY 500 INDEX FD 1,422,521 2,445,519
GS U.S. EQUITY DIVIDEND AND PREMIUM FUND 565,227 584,240
HOME DEPOT INC 6,480 21,486
INTERCONTINENTAL EXCHANGE INC 16,266 21,063
INTUIT INC 16,662 26,251
ISHARES CORE MSCI EAFE ETF 877,079 889,294
JPMORGAN BETABUILDERS CANADA ETF 185,711 225,959
JPMORGAN BETABUILDERS EUROPE - ETF 125,011 143,569
JPMORGAN BETABUILDERS JAPAN - ETF 231,692 237,075
LAM RESEARCH CORP 8,049 20,364
MARSH & MCLENNAN COS 7,138 16,294
MASTERCARD INC 19,013 26,017
MCDONALD'S CORP 7,608 26,093
MICROSOFT CORP 9,459 53,022
NEXTERA ENERGY INC 6,318 18,283
NIKE INC 8,457 17,588
NXP SEMICONDUCTORS NV 14,710 20,442
PEPSICO INC 7,409 20,890
PHILIP MORRIS INTERNATIONAL 19,604 19,945
ROCKWELL AUTOMATION INC 10,365 15,214
SHERWIN-WILLIAMS CO 5,418 19,962
SIX CIRCLES INTERNATIONAL 526,250 563,504
SIX CIRCLES U.S. UNCONSTRAINED 633,300 834,835
SPDR S&P 500 ETF 1,282,399 1,951,814
TEXAS INSTRUMENTS INC 11,820 24,887
TRACTOR SUPPLY COMPANY 11,106 12,257
UNION PACIFIC CORP 9,166 14,000
UNITEDHEALTH GROUP 12,152 42,644
VANGUARD WHITEHALL FUNDS 528,859 567,639
ASIA EX-JAPAN EQUITY 141,406 129,964
DEERE & CO 6,807 7,198
HCA HEALTHCARE INC 10,323 10,827
KENVUE INC 18,302 20,152
MORGAN STANLEY 20,677 24,245
S&P GLOBAL INC 7,585 9,691
STRYKER CORP 18,539 20,363
RUSSELL 3000 INDEX FUND (ISHARES) 3,693,593 4,763,076
AMEX HEALTH CARE SELECT SECTOR 'SPDR' FUND (XLV) 223,962 238,665
GS TECHNOLOGY OPPORTUNITIES FUND CLASS P 897,158 914,712
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 154,765 165,228

TY 2023 InvestmentsOtherSchedule2
Name:
TING TSUNG & WEI FONG CHAO FOUNDATION
EIN:
30-0005201
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VINTAGE IV LP AT COST 11,097 35,998
HX VENTURE FUND II AT COST 156,073 157,721

TY 2023 LegalFeesSchedule
Name:
TING TSUNG & WEI FONG CHAO FOUNDATION
EIN:
30-0005201
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL AND PROFESSIONAL FEES 16,653 0   16,653


TY 2023 OtherExpensesSchedule
Name:
TING TSUNG & WEI FONG CHAO FOUNDATION
EIN:
30-0005201
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 25 0   25
DUES AND SUBSCRIPTIONS 1,992 0   1,992
BANK FEES 5,696 0   5,696
SOFTWARE EXPENSE 10,660 0   10,660
OTHER EXPENSE 96 0   96


TY 2023 OtherIncomeSchedule2
Name:
TING TSUNG & WEI FONG CHAO FOUNDATION
EIN:
30-0005201
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME - NII -93,965 -93,965 -93,965
PARTNERSHIP INCOME - NDE -5   -5


TY 2023 OtherProfessionalFeesSchedule
Name:
TING TSUNG & WEI FONG CHAO FOUNDATION
EIN:
30-0005201
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GOLDMAN SACHS #070-6 - INVESTMENT MANAGEMENT FEES 57,556 57,556   0
JPMORGAN #4006 - INVESTMENT MANAGEMENT FEES 17,155 17,155   0
GOLDMAN SACHS #708-4 - INVESTMENT MANAGEMENT FEES 1,635 1,635   0
JPMORGAN #5002 - INVESTMENT MANAGEMENT FEES 4,774 4,774   0
CONSULTING 300 0   300
GOLDMAN SACHS #762-3 - INVESTMENT MANAGEMENT FEES 1,999 1,999   0
HR/RECRUITING 1,370 0   1,370


TY 2023 TaxesSchedule
Name:
TING TSUNG & WEI FONG CHAO FOUNDATION
EIN:
30-0005201
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL INCOME TAX 10,000 0   0
INVESTMENTS - FOREIGN TAXES 49 49   0
PROPERTY TAX 13,033 13,033   0