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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 04-01-2024 , and ending 03-31-2025
Name of foundation
LARRY AND BEATRICE CHING FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2050 OKIKA PLACE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HONOLULU, HI96822
A Employer identification number

99-6003722
B Telephone number (see instructions)

(808) 946-8183
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$1,398,679J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2 2  
4 Dividends and interest from securities... 21,344 21,344  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 168,913
b Gross sales price for all assets on line 6a 391,123
7 Capital gain net income (from Part IV, line 2)... 168,913
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
164 164  
12 Total. Add lines 1 through 11........ 190,423 190,423  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,218 11,413   3,805
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,047 523   524
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
25,470 25,470   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,525 997   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
320 151   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,580 38,554   4,344
25 Contributions, gifts, grants paid....... 56,850 56,850
26 Total expenses and disbursements. Add lines 24 and 25 100,430 38,554   61,194
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 89,993
b Net investment income (if negative, enter -0-) 151,869
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 4,450 3,488 3,488
2 Savings and temporary cash investments......... 18,083 26,623 26,623
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)....... 751,726 Click to see attachment
List of Attached Documents:
// Content
834,141 		1,368,568
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 774,259 864,252 1,398,679
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........ 774,259 864,252
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 774,259 864,252
30 Total liabilities and net assets/fund balances (see instructions). 774,259 864,252
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
774,259
2
Enter amount from Part I, line 27a .....................
2
89,993
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
864,252
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
864,252
Form 990-PF (2024)
Form 990-PF (2024)
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 3.36SH EATON CORP PLC SHS P 2020-06-25 2024-04-09
b 9.477SH NIKE INC B P 2021-09-14 2024-04-12
c 4.454SH NIKE INC B P 2021-09-24 2024-04-12
d 5SH NIKE INC B P 2022-01-12 2024-04-12
e 4.596SH NIKE INC B P 2023-06-30 2024-04-15
14.546SH NIKE INC B P 2021-09-24 2024-04-15
4SH NIKE INC B P 2022-02-14 2024-04-15
3SH NIKE INC B P 2022-09-30 2024-04-15
5SH ALPHABET INC CL A P 2023-02-16 2024-04-18
1.278SH ALPHABET INC CL A P 2023-02-27 2024-04-18
4SH ALPHABET INC CL A P 2023-03-15 2024-04-18
3SH BIO RAD LAB A P 2023-03-10 2024-04-18
1.112SH BIO RAD LAB A P 2023-03-15 2024-04-18
21SH KENVUE INC P 2023-08-09 2024-04-18
24SH KENVUE INC P 2023-08-09 2024-04-18
1.888SH BIO RAD LAB A P 2023-03-15 2024-04-19
3SH BIO RAD LAB A P 2023-03-24 2024-04-19
1SH CHARLES SCHWAB NEW P 2011-04-06 2024-04-19
16.712SH CHARLES SCHWAB NEW P 2011-04-20 2024-04-19
20SH CHARLES SCHWAB NEW P 2010-07-16 2024-04-25
3.288SH CHARLES SCHWAB NEW P 2011-04-20 2024-04-25
13SH CHARLES SCHWAB NEW P 2011-06-02 2024-04-25
28.209SH CHARLES SCHWAB NEW P 2011-09-23 2024-04-25
15.791SH CHARLES SCHWAB NEW P 2011-09-23 2024-04-29
20SH TRIPADVISOR INC COM P 2021-01-27 2024-05-07
2SH TRIPADVISOR INC COM P 2021-05-19 2024-05-07
10SH NVENT ELECTRIC PLC P 2020-09-08 2024-05-09
6SH KENVUE INC P 2023-08-09 2024-05-14
21SH KENVUE INC P 2023-08-14 2024-05-14
26SH KENVUE INC P 2023-08-14 2024-05-14
2.89SH AMERICAN TOWER CORP P 2011-05-03 2024-05-14
0.731SH COSTCO WHOLESALE CORP NEW P 2008-07-15 2024-05-14
2.012SH AMERICAN TOWER CORP P 2011-05-03 2024-05-15
0.722SH NVIDIA CORPORATION P 2018-04-23 2024-05-28
0.542SH COSTCO WHOLESALE CORP NEW P 2008-07-15 2024-05-30
0.767SH AMERICAN TOWER CORP P 2011-05-03 2024-06-05
0.883SH NVIDIA CORPORATION P 2018-04-23 2024-06-05
0.152SH NVIDIA CORPORATION P 2018-04-05 2024-06-10
1.004SH CROWDSTRIKE HLDGS INC CL A P 2022-01-12 2024-06-11
6.87SH KKR & CO INC CL A P 2021-08-23 2024-06-12
6.862SH KKR & CO INC CL A P 2021-12-17 2024-06-12
4.128SH NVIDIA CORPORATION P 2018-04-23 2024-06-12
15SH BOSTON SCIENTIFIC CORP P 2019-08-09 2024-06-13
5SH NVIDIA CORPORATION P 2018-04-05 2024-06-13
3SH NVIDIA CORPORATION P 2018-04-05 2024-06-14
8.564SH EATON CORP PLC SHS P 2020-06-25 2024-06-21
3.128SH ZOETIS INC CLASS-A P 2017-06-06 2024-06-27
1.17SH SALESFORCE INC P 2013-05-13 2024-06-28
10.707SH ORACLE CORP P 2013-10-24 2024-07-03
1SH NVIDIA CORPORATION P 2018-04-23 2024-07-05
2.665SH AMERICAN TOWER CORP P 2011-05-03 2024-07-12
1.242SH GLOBE LIFE INC P 2020-03-18 2024-07-16
10SH GLOBE LIFE INC P 2020-03-19 2024-07-16
8SH GLOBE LIFE INC P 2020-04-01 2024-07-16
0.616SH GLOBE LIFE INC P 2021-12-22 2024-07-16
5.624SH ALPHABET INC CL A P 2023-02-27 2024-07-17
27.758SH GLOBE LIFE INC P 2020-03-18 2024-07-17
1.014SH AMERICAN TOWER CORP P 2011-02-24 2024-07-17
1.657SH AMERICAN TOWER CORP P 2011-05-03 2024-07-17
1.564SH ASML HOLDING NV NY REG NEW P 2019-05-21 2024-07-17
0.541SH COSTCO WHOLESALE CORP NEW P 2008-07-15 2024-07-17
2.143SH S&P GLOBAL INC COM P 2018-07-30 2024-07-17
3.542SH ZOETIS INC CLASS-A P 2017-06-06 2024-07-17
0.33SH ZOETIS INC CLASS-A P 2017-06-06 2024-07-18
1.073SH ZOETIS INC CLASS-A P 2017-06-16 2024-07-18
6SH BOSTON SCIENTIFIC CORP P 2019-08-09 2024-07-23
2.162SH TRADE DESK INC CLASS A P 2019-09-24 2024-07-23
0.575SH SERVICENOW INC P 2014-04-23 2024-07-25
2.813SH SALESFORCE INC P 2013-05-13 2024-07-29
2.013SH AMERICAN TOWER CORP P 2011-02-24 2024-07-30
1.123SH S&P GLOBAL INC COM P 2018-07-30 2024-07-30
1.766SH VISA INC CL A P 2010-05-24 2024-07-31
1.202SH SALESFORCE INC P 2013-05-13 2024-08-02
0.477SH SALESFORCE INC P 2013-05-24 2024-08-02
3.762SH VISA INC CL A P 2010-05-24 2024-08-02
107SH HALEON PLC ADR P 2024-03-27 2024-08-05
4SH HALEON PLC ADR P 2024-05-02 2024-08-05
8SH KENVUE INC P 2023-08-14 2024-08-13
14SH KENVUE INC P 2023-08-16 2024-08-13
52SH KENVUE INC P 2023-08-17 2024-08-13
18SH KENVUE INC P 2023-08-18 2024-08-14
14SH KENVUE INC P 2023-09-07 2024-08-14
13SH KENVUE INC P 2024-08-02 2024-08-14
8SH KENVUE INC P 2023-08-03 2024-08-14
14SH KENVUE INC P 2023-08-05 2024-08-14
52SH KENVUE INC P 2023-08-06 2024-08-14
0.689SH SALESFORCE INC P 2013-05-02 2024-08-15
1.523SH SALESFORCE INC P 2013-05-24 2024-08-15
1.827SH ULTA BEAUTY INC P 2017-12-04 2024-08-19
0.175SH ULTA BEAUTY INC P 2018-03-20 2024-08-19
0.253SH VISA INC CL A P 2010-05-24 2024-08-19
1.732SH VISA INC CL A P 2010-05-24 2024-08-20
1.495SH HOME DEPOT INC P 2017-11-16 2024-08-23
1.116SH VISA INC CL A P 2010-05-24 2024-08-26
4.402SH SALESFORCE INC P 2013-05-02 2024-08-29
2SH ULTA BEAUTY INC P 2018-02-09 2024-08-30
2SH ULTA BEAUTY INC P 2018-02-15 2024-08-30
4SH ULTA BEAUTY INC P 2018-02-22 2024-08-30
1.825SH ULTA BEAUTY INC P 2018-03-20 2024-08-30
2SH ULTA BEAUTY INC P 2018-03-23 2024-08-30
16SH DUPONT DE NEMOURS INC P 2021-05-19 2024-09-18
6.968SH ORACLE CORP P 2013-10-24 2024-09-18
1.876SH SALESFORCE INC P 2013-05-02 2024-09-19
1.138SH HOME DEPOT INC P 2017-11-16 2024-09-23
1.185SH HOME DEPOT INC P 2017-11-16 2024-09-24
1.598SH SALESFORCE INC P 2013-05-02 2024-09-24
1.581SH SALESFORCE INC P 2012-09-13 2024-09-25
1.687SH SALESFORCE INC P 2012-09-13 2024-09-25
0.435SH SALESFORCE INC P 2013-05-02 2024-09-25
0.732SH SALESFORCE INC P 2012-09-13 2024-09-26
1.004SH SALESFORCE INC P 2012-09-28 2024-09-26
41SH AT&T INC P 2022-02-09 2024-09-30
39SH AT&T INC P 2022-02-09 2024-09-30
19.158SH LAS VEGAS SANDS CORPORATION P 2024-08-13 2024-09-30
6.094SH SNOWFLAKE INC CL A P 2020-09-21 2024-10-01
4.381SH SALESFORCE INC P 2012-09-28 2024-10-02
2.906SH SNOWFLAKE INC CL A P 2020-09-21 2024-10-02
4.616SH SNOWFLAKE INC CL A P 2021-03-25 2024-10-02
0.278SH SALESFORCE INC P 2012-09-28 2024-10-03
0.384SH SNOWFLAKE INC CL A P 2021-03-25 2024-10-03
7SH SNOWFLAKE INC CL A P 2022-04-19 2024-10-03
2SH SNOWFLAKE INC CL A P 2022-05-06 2024-10-03
33.747SH LAS VEGAS SANDS CORPORATION P 2024-08-13 2024-10-08
2.034SH HOME DEPOT INC P 2017-11-16 2024-10-08
1.047SH HOME DEPOT INC P 2017-11-16 2024-10-09
11.18SH LAS VEGAS SANDS CORPORATION P 2024-08-13 2024-10-11
33.451SH LAS VEGAS SANDS CORPORATION P 2024-08-14 2024-10-11
2.478SH SALESFORCE INC P 2012-09-28 2024-10-14
2.661SH HOME DEPOT INC P 2017-11-16 2024-10-15
3.003SH SALESFORCE INC P 2012-09-28 2024-10-17
0.929SH SALESFORCE INC P 2012-02-10 2024-10-18
0.856SH SALESFORCE INC P 2012-09-28 2024-10-18
0.054SH SALESFORCE INC P 2011-11-21 2024-10-21
3.071SH SALESFORCE INC P 2012-02-10 2024-10-21
4.946SH SALESFORCE INC P 2011-11-21 2024-10-25
5.09SH HONEYWELL INTL INC P 2024-08-27 2024-10-28
3.216SH HONEYWELL INTL INC P 2023-09-13 2024-10-28
4.155SH HONEYWELL INTL INC P 2023-09-19 2024-10-28
7.171SH HONEYWELL INTL INC P 2023-09-13 2024-10-29
4.224SH HONEYWELL INTL INC P 2023-09-26 2024-10-29
3.299SH RTX CORPORATION P 2011-08-17 2024-10-29
4SH RTX CORPORATION P 2020-05-15 2024-10-29
8.764SH PHILIP MORRIS INTL INC P 2023-10-03 2024-11-01
13SH NVIDIA CORPORATION P 2018-04-23 2024-11-08
1.119SH HOME DEPOT INC P 2017-11-16 2024-11-11
10SH GENERAL MTRS CO P 2011-02-15 2024-11-12
6SH GENERAL MTRS CO P 2011-02-22 2024-11-12
8SH GENERAL MTRS CO P 2018-07-25 2024-11-12
25SH BAKER HUGHES COMPANY CL A P 2021-01-28 2024-11-13
14SH BAKER HUGHES COMPANY CL A P 2021-03-25 2024-11-13
1.302SH HOME DEPOT INC P 2017-11-16 2024-11-13
1.24SH HOME DEPOT INC P 2017-11-16 2024-11-18
33.544SH DOMINION ENERGY INC P 2021-08-06 2024-11-19
13SH DOMINION ENERGY INC P 2021-10-19 2024-11-19
8SH DOMINION ENERGY INC P 2021-11-17 2024-11-19
2SH DOMINION ENERGY INC P 2023-03-15 2024-11-19
12.18SH DOMINION ENERGY INC P 2023-06-05 2024-11-19
13.82SH DOMINION ENERGY INC P 2023-08-07 2024-11-19
1.102SH HOME DEPOT INC P 2017-11-16 2024-11-21
1.283SH HOME DEPOT INC P 2017-11-16 2024-11-22
0.859SH HUMANA INC P 2023-12-21 2024-11-25
9SH HUMANA INC P 2022-05-23 2024-11-25
1.143SH HUMANA INC P 2023-06-30 2024-11-25
1.092SH HOME DEPOT INC P 2017-11-16 2024-11-25
8.613SH ALLIANT ENERGY CORP P 2020-12-07 2024-12-04
2.049SH ALPHABET INC CL A P 2023-02-27 2024-12-04
1.066SH AON PLC CL A P 2009-12-03 2024-12-04
8.17SH ASTRAZENECA PLC ADR P 2021-12-22 2024-12-04
20SH AT&T INC P 2022-02-09 2024-12-04
8SH BAKER HUGHES COMPANY CL A P 2021-01-28 2024-12-04
10.09SH BHP GROUP LIMITED ADR P 2020-10-29 2024-12-04
2.601SH BOEING CO P 2024-10-29 2024-12-04
0.612SH CHENIERE ENERGY INC NEW P 2016-03-15 2024-12-04
0.908SH CHENIERE ENERGY INC NEW P 2016-04-04 2024-12-04
6SH CITIGROUP INC NEW P 2011-05-12 2024-12-04
4SH DUPONT DE NEMOURS INC P 2021-05-19 2024-12-04
0.729SH FISERV INC P 2020-08-04 2024-12-04
1.895SH FISERV INC P 2020-08-25 2024-12-04
13SH FLOWSERVE CORP P 2022-07-29 2024-12-04
13SH GEN DIGITAL INC P 2019-02-26 2024-12-04
4SH GENERAL MTRS CO P 2011-02-03 2024-12-04
6SH GENERAL MTRS CO P 2011-02-22 2024-12-04
1.84SH GENL DYNAMICS CORP P 2020-02-27 2024-12-04
3SH GILEAD SCIENCE P 2023-03-03 2024-12-04
2.622SH HESS CORPORATION P 2020-09-10 2024-12-04
0.775SH HUBBELL INC P 2020-10-21 2024-12-04
1.685SH JPMORGAN CHASE & CO P 2004-04-16 2024-12-04
5.2SH KKR & CO INC CL A P 2021-08-23 2024-12-04
5SH NVENT ELECTRIC PLC P 2020-09-08 2024-12-04
2.967SH ORACLE CORP P 2013-10-24 2024-12-04
5.159SH PINNACLE WEST CAPITAL CORP P 2020-10-13 2024-12-04
3.25SH RENAISSANCE RE HOLDINGS LTD P 2023-07-28 2024-12-04
1.93SH RTX CORPORATION P 2011-08-17 2024-12-04
7SH SANOFI ADR P 2024-03-20 2024-12-04
3.323SH SEAGATE TECHNOLOGY HLDNGS PLC P 2023-06-27 2024-12-04
9SH SHELL PLC ADR P 2024-11-13 2024-12-04
8SH WALMART INC P 2020-03-20 2024-12-04
7SH WALMART INC P 2021-05-19 2024-12-04
8SH WALMART INC P 2021-05-19 2024-12-04
17.1SH WARNER BROS DISCOVERY INC SER P 2022-02-09 2024-12-04
19.9SH WARNER BROS DISCOVERY INC SER P 2022-02-09 2024-12-04
5SH WELLS FARGO & CO NEW P 2021-06-18 2024-12-04
10SH WELLS FARGO & CO NEW P 2022-05-13 2024-12-04
1.917SH ADOBE INC P 2016-02-08 2024-12-04
8SH ALPHABET INC CL C P 2014-05-02 2024-12-04
1SH AMAZON COM INC P 2024-07-17 2024-12-04
4SH AMAZON COM INC P 2024-07-18 2024-12-04
1.971SH INTUITIVE SURGICAL INC P 2023-08-10 2024-12-04
2.642SH MASTERCARD INC CL A P 2017-01-23 2024-12-04
0.644SH META PLATFORMS INC CL A P 2024-10-15 2024-12-04
0.14SH META PLATFORMS INC CL A P 2024-10-17 2024-12-04
1.538SH MICROSOFT CORP P 2024-07-17 2024-12-04
1.562SH MICROSOFT CORP P 2024-07-18 2024-12-04
0.9SH MICROSOFT CORP P 2024-07-24 2024-12-04
22SH NVIDIA CORPORATION P 2018-04-23 2024-12-04
1.236SH PALO ALTO NETWORKS INC P 2023-11-03 2024-12-04
2.425SH PALO ALTO NETWORKS INC P 2023-11-16 2024-12-04
2.029SH SERVICENOW INC P 2014-04-23 2024-12-04
6.394SH FISERV INC P 2020-08-25 2024-12-05
1.262SH HOME DEPOT INC P 2017-11-16 2024-12-05
1.142SH HOME DEPOT INC P 2017-11-16 2024-12-06
5.422SH ORACLE CORP P 2013-10-24 2024-12-09
4.898SH HOME DEPOT INC P 2017-11-16 2024-12-09
1.702SH GARTNER INC P 2023-08-03 2024-12-11
0.176SH UNITEDHEALTH GP INC P 2023-02-22 2024-12-11
1.063SH UNITEDHEALTH GP INC P 2023-08-10 2024-12-11
0.049SH PALO ALTO NETWORKS INC P 2023-08-07 2024-12-16
9SH ELEVANCE HEALTH INC P 2020-02-06 2024-12-18
2SH ELEVANCE HEALTH INC P 2020-02-10 2024-12-18
2SH ELEVANCE HEALTH INC P 2020-03-06 2024-12-18
9.901SH THE CIGNA GROUP P 2024-11-25 2024-12-18
10SH BOSTON SCIENTIFIC CORP P 2019-08-09 2024-12-26
0.603SH COSTCO WHOLESALE CORP NEW P 2008-07-15 2024-12-26
3.368SH CROWDSTRIKE HLDGS INC CL A P 2022-01-12 2024-12-26
1.227SH S&P GLOBAL INC COM P 2018-07-30 2024-12-26
0.812SH SERVICENOW INC P 2014-04-23 2024-12-26
1.633SH TRADE DESK INC CLASS A P 2019-09-24 2024-12-26
3.231SH TRADE DESK INC CLASS A P 2020-03-13 2024-12-26
0.421SH UNITEDHEALTH GP INC P 2024-02-29 2024-12-26
1.35SH UNITEDHEALTH GP INC P 2023-02-22 2024-12-26
1.936SH VISA INC CL A P 2010-05-24 2024-12-26
1.911SH VISA INC CL A P 2010-05-24 2024-12-26
1.511SH ZOETIS INC CLASS-A P 2017-05-25 2024-12-26
2.927SH ZOETIS INC CLASS-A P 2017-06-16 2024-12-26
8SH BOSTON SCIENTIFIC CORP P 2019-08-09 2025-01-08
2.973SH AMERICAN TOWER CORP P 2011-02-24 2025-01-10
3.262SH AMERICAN TOWER CORP P 2011-03-17 2025-01-10
2.518SH AMERICAN TOWER CORP P 2011-03-17 2025-01-14
0.425SH SERVICENOW INC P 2014-04-23 2025-01-14
0.434SH SERVICENOW INC P 2014-04-23 2025-01-15
1.22SH AMERICAN TOWER CORP P 2011-03-17 2025-01-21
1.143SH AMERICAN TOWER CORP P 2011-04-20 2025-01-21
5.758SH BOEING CO P 2024-10-29 2025-01-28
18.524SH CORTEVA INC P 2023-12-19 2025-01-29
1.499SH SERVICENOW INC P 2014-04-23 2025-01-29
0.231SH SERVICENOW INC P 2014-05-01 2025-01-29
17.123SH CORTEVA INC P 2023-12-19 2025-02-05
14.96SH GILEAD SCIENCE P 2023-03-03 2025-02-05
5SH GILEAD SCIENCE P 2024-01-10 2025-02-05
55SH AT&T INC P 2022-02-09 2025-02-06
1.608SH CROWDSTRIKE HLDGS INC CL A P 2022-01-12 2025-02-06
1SH WALMART INC P 2020-03-11 2025-02-07
13SH WALMART INC P 2020-03-20 2025-02-07
3SH BOSTON SCIENTIFIC CORP P 2019-08-09 2025-02-07
1.073SH CROWDSTRIKE HLDGS INC CL A P 2022-01-12 2025-02-07
2.853SH AMERICAN TOWER CORP P 2011-04-20 2025-02-11
18.315SH RTX CORPORATION P 2011-08-16 2025-02-14
1.776SH RTX CORPORATION P 2011-08-17 2025-02-14
11.278SH WALMART INC P 2020-03-11 2025-02-20
13.477SH GILEAD SCIENCE P 2023-03-03 2025-02-21
2.687SH AMERICAN TOWER CORP P 2011-04-20 2025-02-21
2.4SH AMERICAN TOWER CORP P 2011-04-20 2025-02-21
1.345SH AMERICAN TOWER CORP P 2011-03-22 2025-02-24
0.917SH AMERICAN TOWER CORP P 2011-04-20 2025-02-24
4SH AMERICAN TOWER CORP P 2011-03-21 2025-02-25
3.655SH AMERICAN TOWER CORP P 2011-03-22 2025-02-25
48.808SH FIRSTENERGY CORP P 2023-04-26 2025-02-26
16.425SH MERCK & CO INC NEW COM P 2023-11-14 2025-02-26
1.841SH PINNACLE WEST CAPITAL CORP P 2020-10-13 2025-02-26
5SH PINNACLE WEST CAPITAL CORP P 2020-12-17 2025-02-26
5.704SH PINNACLE WEST CAPITAL CORP P 2020-12-17 2025-02-26
25.646SH FIRSTENERGY CORP P 2023-04-26 2025-02-27
19SH FIRSTENERGY CORP P 2023-06-05 2025-02-27
28.366SH MERCK & CO INC NEW COM P 2023-11-14 2025-02-27
51SH BHP GROUP LIMITED ADR P 2020-04-29 2025-02-28
6.299SH BHP GROUP LIMITED ADR P 2020-10-29 2025-02-28
14.006SH RTX CORPORATION P 2011-08-16 2025-03-03
11.674SH RTX CORPORATION P 2011-08-18 2025-03-03
39SH AT&T INC P 2022-02-09 2025-03-05
12SH AT&T INC P 2022-04-08 2025-03-05
11.262SH WALMART INC P 2020-03-11 2025-03-07
1.106SH ADOBE INC P 2016-02-08 2025-03-10
2.359SH ZOETIS INC CLASS-A P 2017-05-25 2025-03-10
1.028SH ADOBE INC P 2016-02-08 2025-03-25
1.334SH VISA INC CL A P 2010-05-24 2025-03-25
58SH FORD MOTOR CO NEW P 2024-07-25 2025-03-27
51SH FORD MOTOR CO NEW P 2024-02-08 2025-03-27
1SH GENERAL MTRS CO P 2011-02-03 2025-03-27
3SH GENERAL MTRS CO P 2011-02-23 2025-03-27
22SH GENERAL MTRS CO P 2024-01-26 2025-03-27
22SH ADVANCED MICRO DEVICES P 2020-03-11 2024-04-04
4SH ADVANCED MICRO DEVICES P 2021-07-22 2024-04-04
38SH TOKYO ELECTRON LTD ADR P 2017-10-13 2024-04-05
241SH FORD MOTOR CO COM P 2023-07-11 2024-08-05
25SH WALT DISNEY CO (HOLDING P 2022-08-12 2024-08-05
138SH VOLKSWAGEN AG P 2022-08-03 2024-08-06
4SH VERALTO CORP P 2020-02-18 2024-10-03
68SH HALEON PLC SPON ADR P 2011-04-28 2024-10-14
40SH WOODSIDE ENERGY GROUP P 2022-06-02 2024-10-14
56SH ABB LTD SPON ADR P 2017-04-21 2024-11-22
16SH AMAZON.COM INC P 2011-02-09 2024-11-22
65SH ANHEUSER BUSCH INBEV P 2015-09-10 2024-11-22
14SH APPLE INC P 2013-02-20 2024-11-22
5SH ASML HLDG NV SPON ADR P 2017-04-21 2024-11-22
67SH ASTRAZENECA PLC SPON ADR P 2017-05-25 2024-11-22
3SH BLACKROCK INC P 2022-08-16 2024-11-22
19SH BROADCOM INC P 2021-11-11 2024-11-22
49SH DEUTSCHE POST AG SPON P 2022-08-05 2024-11-22
5SH INTUIT P 2021-11-12 2024-11-22
34SH NESTLE S A SPONSORED ADR P 2017-10-13 2024-11-22
16SH NESTLE S A SPONSORED ADR P 2024-01-26 2024-11-22
2SH NETFLIX INC P 2019-07-25 2024-11-22
2SH NETFLIX INC P 2020-02-14 2024-11-22
129SH SANOFI SPON ADR P 2011-03-02 2024-11-22
9SH STRYKER CORP P 2020-02-14 2024-11-22
6SH THERMO FISHER SCIENTIFIC P 2020-02-14 2024-11-22
18SH TOYOTA MOTOR CORP NEW P 2020-05-29 2024-11-22
2SH BOOKING HLDGS INC P 2023-03-03 2025-01-22
72SH LAS VEGAS SANDS CORP P 2023-03-03 2025-01-22
40SH NOVO NORDISK A/S SPON P 2012-05-22 2025-01-22
12SH SAP SE SPON ADR P 2012-04-24 2025-01-22
99SH UBS GROUP AG P 2024-11-22 2025-01-22
41SH ADVANCED MICRO DEVICES P 2021-07-22 2025-02-27
30SH ADVANCED MICRO DEVICES P 2021-11-11 2025-02-27
35SH ALPHABET INC CL C P 2011-05-17 2025-02-27
30SH AMAZON.COM INC P 2011-02-09 2025-02-27
38SH BROADCOM INC P 2021-11-11 2025-02-27
70SH LAM RESEARCH CORP P 2021-07-22 2025-02-27
4SH NETFLIX INC P 2020-02-14 2025-02-27
17SH SALESFORCE, INC. P 2019-07-25 2025-02-27
33SH TAIWAN SEMICONDUCTOR MFG P 2017-04-24 2025-02-27
21SH ALPHABET INC CL A P 2011-05-17 2025-03-21
16SH AMAZON.COM INC P 2011-02-09 2025-03-21
19SH APPLE INC P 2013-02-20 2025-03-21
13SH BROADCOM INC P 2021-11-11 2025-03-21
7SH BROADCOM INC P 2023-04-19 2025-03-21
16SH MEDTRONIC PLC P 2020-03-11 2025-03-21
21SH MICROSOFT CORP P 2008-03-17 2025-03-21
3SH NETFLIX INC P 2021-11-11 2025-03-21
20SH NIKE INC CL B P 2020-02-13 2025-03-21
17SH NIKE INC CL B P 2020-03-11 2025-03-21
19SH PROCTER & GAMBLE CO P 2023-07-07 2025-03-21
14SH VISA INC CL A P 2012-10-24 2025-03-21
37SH WALMART INC P 2022-08-12 2025-03-21
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,055   283 772
b 873   1,508 -635
c 410   667 -257
d 461   761 -300
e 427   508 -81
1,351   2,177 -826
371   568 -197
279   251 28
781   488 293
200   115 85
625   374 251
844   1,440 -596
313   532 -219
411   489 -78
469   559 -90
525   903 -378
835   1,367 -532
74   19 55
1,230   303 927
1,493   308 1,185
245   60 185
970   222 748
2,105   319 1,786
1,183   179 1,004
515   668 -153
51   80 -29
813   185 628
123   140 -17
430   485 -55
532   599 -67
541   154 387
569   51 518
388   107 281
825   40 785
443   38 405
152   41 111
1,059   49 1,010
19   1 18
380   191 189
767   443 324
766   493 273
517   23 494
1,151   650 501
640   28 612
396   17 379
2,732   721 2,011
548   197 351
302   51 251
1,542   354 1,188
127   6 121
564   142 422
110   78 32
884   658 226
707   536 171
54   56 -2
1,017   505 512
2,482   1,746 736
215   53 162
352   88 264
1,488   303 1,185
459   38 421
1,045   400 645
644   223 421
60   21 39
195   67 128
475   260 215
218   42 176
479   30 449
732   124 608
444   106 338
544   209 335
469   33 436
291   53 238
116   20 96
997   71 926
1,011   912 99
38   34 4
170   184 -14
298   321 -23
1,108   1,187 -79
382   408 -26
297   302 -5
276   244 32
170   164 6
297   285 12
1,105   1,054 51
181   29 152
399   65 334
704   404 300
67   38 29
68   5 63
463   33 430
561   250 311
300   21 279
1,137   184 953
705   416 289
705   409 296
1,409   809 600
643   397 246
705   410 295
1,323   1,349 -26
1,148   230 918
499   79 420
445   190 255
471   198 273
427   67 360
432   61 371
465   65 400
120   18 102
201   28 173
276   38 238
896   768 128
852   724 128
967   754 213
678   1,450 -772
1,228   167 1,061
318   692 -374
506   1,002 -496
78   11 67
42   83 -41
771   1,390 -619
220   310 -90
1,740   1,328 412
843   339 504
432   175 257
592   440 152
1,771   1,312 459
722   95 627
1,109   444 665
876   115 761
273   30 243
252   33 219
16   1 15
896   98 798
1,434   137 1,297
1,054   1,047 7
666   617 49
860   809 51
1,480   1,375 105
872   797 75
405   58 347
491   207 284
1,150   791 359
1,909   73 1,836
459   187 272
575   360 215
345   214 131
460   298 162
1,083   516 567
607   301 306
533   217 316
510   207 303
1,923   2,558 -635
745   972 -227
459   601 -142
115   111 4
698   618 80
792   678 114
451   184 267
535   214 321
263   390 -127
2,758   3,991 -1,233
350   509 -159
467   182 285
534   457 77
356   184 172
410   52 358
544   471 73
469   371 98
340   165 175
534   392 142
411   401 10
136   22 114
202   31 171
426   252 174
329   337 -8
155   74 81
404   186 218
801   434 367
411   297 114
212   142 70
318   214 104
512   310 202
275   242 33
375   120 255
362   115 247
409   67 342
813   336 477
395   93 302
561   98 463
476   416 60
917   610 307
230   34 196
335   339 -4
316   205 111
580   591 -11
752   308 444
657   332 325
752   379 373
183   406 -223
213   469 -256
365   208 157
730   432 298
1,027   140 887
1,401   211 1,190
218   187 31
873   732 141
1,084   602 482
1,373   290 1,083
393   378 15
85   81 4
673   677 -4
683   682 1
394   387 7
3,177   123 3,054
499   301 198
980   587 393
2,268   107 2,161
1,303   626 677
539   211 328
492   191 301
1,027   179 848
2,103   817 1,286
885   580 305
94   86 8
570   538 32
10   5 5
3,332   2,533 799
740   553 187
740   553 187
2,782   3,311 -529
912   434 478
576   42 534
1,225   642 583
620   229 391
891   43 848
202   32 170
400   62 338
214   210 4
687   661 26
621   36 585
613   36 577
249   94 155
483   183 300
768   347 421
519   156 363
570   166 404
448   128 320
435   23 412
457   23 434
233   62 171
218   58 160
1,050   888 162
1,204   888 316
1,716   79 1,637
264   12 252
1,109   821 288
1,492   1,205 287
499   419 80
1,341   1,021 320
672   307 365
102   38 64
1,326   501 825
316   130 186
457   205 252
550   145 405
2,239   322 1,917
217   31 186
1,098   425 673
1,489   1,086 403
514   136 378
460   122 338
260   64 196
177   47 130
818   187 631
747   175 572
2,106   1,926 180
1,463   1,682 -219
169   149 20
459   400 59
523   452 71
1,004   1,012 -8
743   705 38
2,557   2,905 -348
2,457   1,785 672
303   245 58
1,865   246 1,619
1,555   201 1,354
1,016   724 292
313   222 91
1,036   424 612
483   81 402
407   147 260
413   75 338
458   25 433
583   663 -80
512   656 -144
48   36 12
143   106 37
1,050   776 274
3,756   1,014 2,742
683   366 317
4,715   1,016 3,699
2,330   3,672 -1,342
2,197   3,049 -852
1,379   2,011 -632
445   231 214
674   542 132
674   861 -187
3,126   1,261 1,865
3,141   149 2,992
3,539   6,990 -3,451
3,197   227 2,970
3,345   654 2,691
4,385   2,304 2,081
3,098   2,274 824
3,095   1,057 2,038
1,774   2,109 -335
3,188   3,120 68
2,883   2,969 -86
1,357   1,833 -476
1,789   650 1,139
1,789   768 1,021
6,209   4,586 1,623
3,445   2,004 1,441
3,066   2,047 1,019
3,124   2,291 833
9,223   5,248 3,975
3,167   4,381 -1,214
3,217   583 2,634
3,261   782 2,479
3,427   3,160 267
4,159   3,751 408
3,043   4,345 -1,302
6,017   462 5,555
6,317   279 6,038
7,712   2,113 5,599
5,419   4,456 963
3,886   1,537 2,349
5,059   2,717 2,342
6,095   1,084 5,011
3,406   279 3,127
3,110   149 2,961
4,065   308 3,757
2,465   723 1,742
1,327   446 881
1,431   1,494 -63
8,073   599 7,474
2,854   1,996 858
1,336   2,074 -738
1,135   1,443 -308
3,153   2,860 293
4,699   485 4,214
3,163   1,635 1,528
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       772
b       -635
c       -257
d       -300
e       -81
      -826
      -197
      28
      293
      85
      251
      -596
      -219
      -78
      -90
      -378
      -532
      55
      927
      1,185
      185
      748
      1,786
      1,004
      -153
      -29
      628
      -17
      -55
      -67
      387
      518
      281
      785
      405
      111
      1,010
      18
      189
      324
      273
      494
      501
      612
      379
      2,011
      351
      251
      1,188
      121
      422
      32
      226
      171
      -2
      512
      736
      162
      264
      1,185
      421
      645
      421
      39
      128
      215
      176
      449
      608
      338
      335
      436
      238
      96
      926
      99
      4
      -14
      -23
      -79
      -26
      -5
      32
      6
      12
      51
      152
      334
      300
      29
      63
      430
      311
      279
      953
      289
      296
      600
      246
      295
      -26
      918
      420
      255
      273
      360
      371
      400
      102
      173
      238
      128
      128
      213
      -772
      1,061
      -374
      -496
      67
      -41
      -619
      -90
      412
      504
      257
      152
      459
      627
      665
      761
      243
      219
      15
      798
      1,297
      7
      49
      51
      105
      75
      347
      284
      359
      1,836
      272
      215
      131
      162
      567
      306
      316
      303
      -635
      -227
      -142
      4
      80
      114
      267
      321
      -127
      -1,233
      -159
      285
      77
      172
      358
      73
      98
      175
      142
      10
      114
      171
      174
      -8
      81
      218
      367
      114
      70
      104
      202
      33
      255
      247
      342
      477
      302
      463
      60
      307
      196
      -4
      111
      -11
      444
      325
      373
      -223
      -256
      157
      298
      887
      1,190
      31
      141
      482
      1,083
      15
      4
      -4
      1
      7
      3,054
      198
      393
      2,161
      677
      328
      301
      848
      1,286
      305
      8
      32
      5
      799
      187
      187
      -529
      478
      534
      583
      391
      848
      170
      338
      4
      26
      585
      577
      155
      300
      421
      363
      404
      320
      412
      434
      171
      160
      162
      316
      1,637
      252
      288
      287
      80
      320
      365
      64
      825
      186
      252
      405
      1,917
      186
      673
      403
      378
      338
      196
      130
      631
      572
      180
      -219
      20
      59
      71
      -8
      38
      -348
      672
      58
      1,619
      1,354
      292
      91
      612
      402
      260
      338
      433
      -80
      -144
      12
      37
      274
      2,742
      317
      3,699
      -1,342
      -852
      -632
      214
      132
      -187
      1,865
      2,992
      -3,451
      2,970
      2,691
      2,081
      824
      2,038
      -335
      68
      -86
      -476
      1,139
      1,021
      1,623
      1,441
      1,019
      833
      3,975
      -1,214
      2,634
      2,479
      267
      408
      -1,302
      5,555
      6,038
      5,599
      963
      2,349
      2,342
      5,011
      3,127
      2,961
      3,757
      1,742
      881
      -63
      7,474
      858
      -738
      -308
      293
      4,214
      1,528
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 2 168,913
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 2,111
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 2,111
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 2,111
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 840
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.............. 7 840
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 1,271
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowHI
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 2024 or the taxable year beginning in 2024? 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 arrowTHALIA CHOY Telephone no.right arrow (808) 946-8183

Located atright arrow2050 OKIKA PLACEHONOLULUHI ZIP+4right arrow96822
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 2024, 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 (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
THALIA CHOY PRESIDENT/DIRECTOR
1.00 		15,218 0 0
2050 OKIKA PLACE
HONOLULU,HI96822
DARRYL CHOY V.P./DIRECTOR
0.00 		0 0 0
2050 OKIKA PLACE
HONOLULU,HI96822
DEVIN CHOY TREAS/DIRECTOR
0.00 		0 0 0
2050 OKIKA PLACE
HONOLULU,HI96822
DENALEE CHOY SECTY/DIRECTOR
0.00 		0 0 0
2050 OKIKA PLACE
HONOLULU,HI96822
DATHAN CHOY DIRECTOR
0.00 		0 0 0
2050 OKIKA PLACE
HONOLULU,HI96822
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
NONE
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 (2024)
Form 990-PF (2024)
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
1,438,964
b
Average of monthly cash balances.......................
1b
29,779
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,468,743
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
1,468,743
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
22,031
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,446,712
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
72,336
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
72,336
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,111
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,111
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
70,225
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
70,225
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
70,225
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
61,194
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
61,194
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 70,225
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 56,722
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 61,194
a Applied to 2023, but not more than line 2a 56,722
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 2024 distributable amount..... 4,472
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 0
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		65,753
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THALIA CHOY LARRY AND BEATRICE CHIN
2050 OKIKA PLACE
HONOLULU,HI96822
(808) 946-8183
bThe form in which applications should be submitted and information and materials they should include:
ORGANIZATIONS THAT APPLY SHOULD DO SO IN WRITING PREFERABLY USING THEIR OWN LETTERHEAD.
cAny submission deadlines:
APPLICATIONS FOR GRANTS OR CONTRIBUTIONS MAY BE SUBMITTED AT ANY TIME.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
IN AWARDING GRANTS OR CONTRIBUTIONS, THE FOUNDATION GIVES PREFERENCES TO ORGANIZATIONS IN HAWAII. CONTRIBUTIONS ARE MADE FOR CHARITABLE, SCIENTIFIC, LITERARY, CIVIC, RELIGIOUS, BENEVOLENT, EDUCATIONAL & PHILANTHROPIC PURPOSES.
Form 990-PF (2024)
Form 990-PF (2024)
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

AGC EDUCATION & RESEARCH FOUNDATION

2300 WILSON BLVD STE 400
ARLINGTON,VA22201 		NONE PC SCHOLARSHIPS 5,000

ALANA DUNG MEDICAL RESEARCH FUND

3468 WAIALAE AVE 234
HONOLULU,HI96816 		NONE PC MEDICAL RESEARCH 200

AMERICAN CANCER SOCIETY

2370B NUUANU AVE
HONOLULU,HI96817 		NONE PC MEDICAL RESEARCH 200

AMERICAN LUNG ASSOCIATION OF HAWAII

1050 QUEEN ST 100
HONOLULU,HI96814 		NONE PC EDUCATIONAL PROGRAMS 300

AMERICAN RED CROSS

4155 DIAMOND HEAD RD
HONOLULU,HI96816 		NONE PC FOOD & SHELTER 300

ARTHRITIS FOUNDATION-HAWAII CHAPTER

2752 WOODLAWN DR 5-204B
HONOLULU,HI96822 		NONE PC MEDICAL RESEARCH 200

BISHOP MUSEUM

PO BOX 19000-A
HONOLULU,HI96817 		NONE PC CULTURAL PROGRAMS 1,000

EASTER SEALS SOCIETY OF HAWAII

710 GREEN ST
HONOLULU,HI96813 		NONE PC EDUCATIONAL PROGRAMS 300

GCA EDUCATION FOUNDATION

1065 AHUA ST
HONOLULU,HI96819 		NONE PC EDUCATIONAL PROGRAMS 500

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		NONE PC SCHOLARSHIPS 300

HAWAII FOODBANK

2611 KILIHAU ST
HONOLULU,HI96819 		NONE PC PROVIDE FOOD TO THE COMMUNITY 500

HAWAII HERITAGE CENTER

PO BOX 37520
HONOLULU,HI96837 		NONE PC EDUCATIONAL PROGRAMS 25,000

HAWAII HISTORIC ARMS ASSOCIATION

PO BOX 1733
HONOLULU,HI96806 		NONE PC CIVIC PROGRAMS 500

HAWAII PACIFIC UNIVERSITY

1166 FORT STREET MALL FL 2
HONOLULU,HI96813 		NONE PC EDUCATIONAL PROGRAMS 500

HAWAII PUBLIC RADIO

738 KAHEKA ST STE 101
HONOLULU,HI96814 		NONE PC EDUCATIONAL PROGRAMS 300

HAWAII PUBLIC TELEVISION

PO BOX 11599
HONOLULU,HI96828 		NONE PC EDUCATIONAL PROGRAMS 300

HELEMANO PLANTATION (ORI ANUENUE HALE)

64-1570 KAMEHAMEHA HWY
WAHIAWA,HI96786 		NONE PC EDUCATIONAL PROGRAMS 9,000

HONGWANJI MISSION SCHOOL

1728 PALI HWY
HONOLULU,HI96817 		NONE PC EDUCATIONAL PROGRAMS 4,000

HONOLULU MUSEUM OF ART

900 S BERETANIA ST
HONOLULU,HI96814 		NONE PC EDUCATIONAL PROGRAMS 350

INSTITUTE FOR HUMAN SERVICES

546 KAAAHI ST
HONOLULU,HI96817 		NONE PC SOCIAL SERVICES 300

KALIHI KAI ELEMENTARY SCHOOL

626 MCNEILL
HONOLULU,HI96817 		NONE PC EDUCATIONAL PROGRAMS 500

KUAKINI FOUNDATION

347 KUAKINI ST
HONOLULU,HI96817 		NONE PC CAPITAL FUND 300

MARCH OF DIMES

1580 MAKALOA ST 1200
HONOLULU,HI96814 		NONE PC MEDICAL RESEARCH 300

MID-PACIFIC INSTITUTE

2445 KAALA ST
HONOLULU,HI96822 		NONE PC ANNUAL FUND 300

PALAMA SETTLEMENT

810 N VINEYARD BLVD
HONOLULU,HI96817 		NONE PC EDUCATIONAL PROGRAMS 300

PALOLO CHINESE HOME

2459 10TH AVE
HONOLULU,HI96816 		NONE PC CAPITAL FUND 300

PUNAHOU SCHOOL FOUNDATION

1601 PUNAHOU ST
HONOLULU,HI96822 		NONE PC CAPITAL FUND 2,600

REHAB FOUNDATION

226 N KUAKINI ST
HONOLULU,HI96817 		NONE PC REHABILITATION SERVICES 300

RONALD MCDONALD HOUSE CHARITIES

PO BOX 61777
HONOLULU,HI96839 		NONE PC SUPPORT SERVICES 300

THE SALVATION ARMY

PO BOX 30040
HONOLULU,HI96820 		NONE PC EDUCATIONAL PROGRAMS 300

UNIVERSITY OF HAWAII FOUNDATION - COLLEGE OF ENGINEERING

PO BOX 11270
HONOLULU,HI96828 		NONE PC SCHOLARSHIPS 500

UNIVERSITY OF HAWAII FOUNDATION - MEDICAL SCHOOL

PO BOX 11270
HONOLULU,HI96828 		NONE PC EDUCATIONAL PROGRAMS 1,000

US CHINA PEOPLES FRIENDSHIP ASSOCIATION

1268 YOUNG ST 301
HONOLULU,HI96814 		NONE PC EDUCATIONAL PROGRAMS 500

YMCA-KALIHI BRANCH

1355 KALIHI ST
HONOLULU,HI96819 		NONE PC BUILDING FUND 300
Total .................................right arrow 3a 56,850
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2  
4 Dividends and interest from securities ....     14 21,344  
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 .....     14 164  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 168,913  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 190,423 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
190,423
(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.)
3 INVESTMENT INCOME.
4 INVESTMENT INCOME.
7 OTHER INVESTMENT INCOME.
8 GAIN/LOSS ON SALE OF INVESTMENTS.
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
LARRY AND BEATRICE CHING FOUNDATION
EIN:
99-6003722
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 1,047 523   524

TY 2024 InvestmentsCorpStockSchedule
Name:
LARRY AND BEATRICE CHING FOUNDATION
EIN:
99-6003722
Name of Stock End of Year Book Value End of Year Fair Market Value
MSDW/UBS CORPORATE SECURITIES 834,141 1,368,568

TY 2024 OtherExpensesSchedule
Name:
LARRY AND BEATRICE CHING FOUNDATION
EIN:
99-6003722
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGE 1 0   0
LICENSES & PERMITS 3 0   0
POSTAGE & DELIVERY 15 0   15
MEALS 301 151   0


TY 2024 OtherIncomeSchedule2
Name:
LARRY AND BEATRICE CHING FOUNDATION
EIN:
99-6003722
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MORGAN STANLEY 027544 78 78 78
MORGAN STANLEY 027560 86 86 86


TY 2024 OtherProfessionalFeesSchedule
Name:
LARRY AND BEATRICE CHING FOUNDATION
EIN:
99-6003722
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISOR FEES 25,470 25,470   0


TY 2024 TaxesSchedule
Name:
LARRY AND BEATRICE CHING FOUNDATION
EIN:
99-6003722
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 997 997   0
FEDERAL INCOME TAX 528 0   0