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 01-01-2024 , and ending 12-31-2024
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$33,591,335J 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) 29,500,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 652,511 652,198  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,087,291
b Gross sales price for all assets on line 6a 15,965,840
7 Capital gain net income (from Part IV, line 2)... 1,087,291
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
-42,148 -42,245  
12 Total. Add lines 1 through 11........ 31,197,654 1,697,244  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 210,046 0   210,046
15 Pension plans, employee benefits....... 47,176 0   47,176
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
27,051 0   27,051
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
82,654 0   82,654
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
139,547 120,294   19,253
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
112,694 67,694   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 255 0   255
21 Travel, conferences, and meetings....... 4,349 0   4,349
22 Printing and publications.......... 2,027 0   2,027
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
53,148 31,500   21,648
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 678,947 219,488   414,459
25 Contributions, gifts, grants paid....... 28,783,770 28,783,770
26 Total expenses and disbursements. Add lines 24 and 25 29,462,717 219,488   29,198,229
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,734,937
b Net investment income (if negative, enter -0-) 1,477,756
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............. 7,098,470 4,886,897 4,886,897
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) 0 Click to see attachment
List of Attached Documents:
// Content
1,569,983 		1,549,379
b Investments—corporate stock (attach schedule)....... 12,383,755 Click to see attachment
List of Attached Documents:
// Content
17,797,884 		21,993,759
c Investments—corporate bonds (attach schedule)....... 6,323,364 Click to see attachment
List of Attached Documents:
// Content
3,191,135 		3,176,900
11 Investments—land, buildings, and equipment: basis right arrow1,472,500
Less: accumulated depreciation (attach schedule) right arrow   1,472,500 1,472,500 1,574,694
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 167,170 Click to see attachment
List of Attached Documents:
// Content
244,820 		409,706
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) 27,445,259 29,163,219 33,591,335
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 7,072,019 8,789,979
29 Total net assets or fund balances (see instructions)..... 27,445,259 29,163,219
30 Total liabilities and net assets/fund balances (see instructions). 27,445,259 29,163,219
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
27,445,259
2
Enter amount from Part I, line 27a .....................
2
1,734,937
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
29,180,196
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
16,977
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
29,163,219
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 PUBLICLY TRADED SECURITIES - JPM 4006 ST P    
b PUBLICLY TRADED SECURITIES - JPM 5002 ST P    
c PUBLICLY TRADED SECURITIES - GS 070-6 ST P    
d PUBLICLY TRADED SECURITIES - GS 708-4 ST P    
e PUBLICLY TRADED SECURITIES - CITI 67189 ST P    
PUBLICLY TRADED SECURITIES - JPM 4006 LT P    
PUBLICLY TRADED SECURITIES - JPM 5002 LT P    
PUBLICLY TRADED SECURITIES - GS 070-6 LT P    
PUBLICLY TRADED SECURITIES - GS 708-4 LT P    
PUBLICLY TRADED SECURITIES - GS 762-3 LT P    
PUBLICLY TRADED SECURITIES - CITI 67148 LT P    
PUBLICLY TRADED SECURITIES - CITI 67155 LT P    
PUBLICLY TRADED SECURITIES - CITI 67163 LT P    
PUBLICLY TRADED SECURITIES - CITI 67171 LT P    
PUBLICLY TRADED SECURITIES - CITI 67189 LT P    
PUBLICLY TRADED SECURITIES - CITI 80768 LT P    
PUBLICLY TRADED SECURITIES - CITI 90768 LT P    
HX VENTURE FUND II - ST CAPITAL GAINS P    
HX VENTURE FUND II - LT CAPITAL LOSS P    
PUBLICLY TRADED SECURITIES - GS 708-4 ST 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 483,571   485,157 -1,586
b 63,794   65,846 -2,052
c 1,567,529   1,586,558 -19,029
d 1,118,379   1,082,748 35,631
e 1,768,468   1,649,165 119,303
797,079   795,875 1,204
118,184   78,493 39,691
1,775,489   1,906,233 -130,744
766,719   897,350 -130,631
12,878   4,537 8,341
196,483   168,217 28,266
78,456   78,869 -413
288,941   288,321 620
756,344   744,757 11,587
4,820,418   3,723,305 1,097,113
529,847   505,759 24,088
774,519   780,695 -6,176
      90
      -2,692
33,832   34,062 -230
14,910     14,910
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       -1,586
b       -2,052
c       -19,029
d       35,631
e       119,303
      1,204
      39,691
      -130,744
      -130,631
      8,341
      28,266
      -413
      620
      11,587
      1,097,113
      24,088
      -6,176
      90
      -2,692
      -230
      14,910
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 1,087,291
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 20,541
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 20,541
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 20,541
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 50,236
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 50,236
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 29,695
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow29,695 Refundedright arrow 11 0
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 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 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 arrowJADEC LLC Telephone no.right arrow (713) 422-2004

Located atright arrow2801 POST OAK BLVD STE 150HOUSTONTX ZIP+4right arrow770566107
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)
 
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 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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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 		175,091 41,895 0
2801 POST OAK BLVD SUITE 150
HOUSTON,TX77056
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
RSM US LLP ACCOUNTING 82,654
30 S WACKER DRIVE SUITE 3300
CHICAGO,IL60606
CITIBANK NA INVESTMENT MANAGEMENT 80,497
388 GREENWICH STREET
NEW YORK,NY10013
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
25,307,272
b
Average of monthly cash balances.......................
1b
4,679,275
c
Fair market value of all other assets (see instructions)................
1c
1,751,135
d
Total (add lines 1a, b, and c).........................
1d
31,737,682
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
31,737,682
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
476,065
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
31,261,617
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,563,081
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
1,563,081
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
20,541
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,541
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,542,540
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,542,540
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
1,542,540
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
29,198,229
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
29,198,229
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 1,542,540
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 17,276,764
b From 2020...... 28,807,255
c From 2021...... 22,545,380
d From 2022...... 24,231,416
e From 2023...... 25,294,289
f Total of lines 3a through e ........ 118,155,104
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 29,198,229
a Applied to 2023, 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 2024 distributable amount..... 1,542,540
e Remaining amount distributed out of corpus 27,655,689
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 5 145,810,793
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 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		17,276,764
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		128,534,029
10 Analysis of line 9:
a Excess from 2020.... 28,807,255
b Excess from 2021.... 22,545,380
c Excess from 2022.... 24,231,416
d Excess from 2023.... 25,294,289
e Excess from 2024.... 27,655,689
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 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 (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

19TH NEWS

3571 FAR WEST BLVD 3497
AUSTIN,TX78731 		NONE PC GENERAL OPERATING SUPPORT 10,000

ACTIVATE GLOBAL INC

2600 TENTH ST STE 300
BERKELEY,CA94710 		NONE PC PROGRAM/PROJECT SUPPORT 125,000

ALLEY THEATRE

615 TEXAS AVE
HOUSTON,TX77002 		NONE PC PROGRAM/PROJECT SUPPORT 50,000

ALLEY THEATRE

615 TEXAS AVE
HOUSTON,TX77002 		NONE PC PROGRAM/PROJECT SUPPORT 62,500

ALLIANCE FOR CHOICE IN EDUCATION

5251 DTC PKWY STE 1150
GREENWOOD VILLAGE,CO80111 		NONE PC PROGRAM/PROJECT SUPPORT 10,000

ALLIANCE OF COMMUNITY ASSISTANCE MINISTRIES INC

10200 RICHMOND AVE STE 110
HOUSTON,TX77042 		NONE PC PROGRAM/PROJECT SUPPORT 500

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 250,000

AMERICAN FRIENDS OF THE OCEAN CLEANUP FOUNDATION

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 PROGRAM/PROJECT SUPPORT 283,585

AMERICAN IMMIGRATION COUNCIL

1331 G ST STE 200
WASHINGTON,DC20005 		NONE PC GENERAL OPERATING SUPPORT 10,000

AMIGOS DE LAS AMERICAS

3730 KIRBY DR STE 1200
HOUSTON,TX77098 		NONE PC GENERAL OPERATING SUPPORT 250

ART 21 INC

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

ASIA SOCIETY TEXAS CENTER

1370 SOUTHMORE BLVD
HOUSTON,TX77004 		NONE PC PROGRAM/PROJECT SUPPORT 1,000,000

ASIA SOCIETY TEXAS CENTER

1370 SOUTHMORE BLVD
HOUSTON,TX77004 		NONE PC PROGRAM/PROJECT SUPPORT 200,000

ASIA SOCIETY

725 PARK AVE
NEW YORK,NY10021 		NONE PC PROGRAM/PROJECT SUPPORT 133,333

ASIAN AMERICAN HEALTH COALITION OF THE GREATER HOUSTON DBA HOPE CLINIC

7001 CORPORATE DR
HOUSTON,TX77036 		NONE PC PROGRAM/PROJECT SUPPORT 400,000

ASIAN AMERICAN HEALTH COALITION OF THE GREATER HOUSTON DBA HOPE CLINIC

7001 CORPORATE DR
HOUSTON,TX77036 		NONE PC GENERAL OPERATING SUPPORT 5,000

ASIAN AMERICAN LEGAL DEFENSE AND EDUCATION FUND

99 HUDSON ST 12TH FL
NEW YORK,NY10013 		NONE PC GENERAL OPERATING SUPPORT 10,000

ASTROS GOLF FOUNDATION

501 CRAWFORD ST STE 500
HOUSTON,TX77002 		NONE PC PROGRAM/PROJECT SUPPORT 200,000

AUSTIN HABITAT FOR HUMANITY INC

500 W BEN WHITE BLVD
AUSTIN,TX78740 		NONE PC GENERAL OPERATING SUPPORT 50,000

AVENUE COMMUNITY DEVELOPMENT COPORATION

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

BAYLOR COLLEGE OF MEDICINE

ONE BAYLOR PLAZA MS BCM 160
HOUSTON,TX77030 		NONE PC PROGRAM/PROJECT SUPPORT 300,000

BAYLOR COLLEGE OF MEDICINE

ONE BAYLOR PLAZA MS BCM 160
HOUSTON,TX77030 		NONE PC PROGRAM/PROJECT SUPPORT 300,000

BOSTON SYMPHONY ORCHESTRA INC

301 MASSACHUSETS AVE
BOSTON,MA02115 		NONE PC PROGRAM/PROJECT SUPPORT 50,000

BRANDEIS UNIVERSITY

415 S ST MS 126
WALTHAM,MA02453 		NONE PC PROGRAM/PROJECT SUPPORT 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 5,000

BREAKTHROUGH T1D (FORMERLY JDRF INTERNATIONAL)

200 VESEY ST 28TH FL
NEW YORK,NY10281 		NONE PC GENERAL OPERATING SUPPORT 10,000

BUDDHIST GLOBAL RELIEF

2020 ROUTE 301
CARMEL,NY10512 		NONE PC PROGRAM/PROJECT SUPPORT 200,000

CANOPY CANOPY CANOPY INC DBA TRIPLE CANOPY

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

CENTER FOR REPRODUCTIVE RIGHTS INC

199 WATER ST 22ND FL
NEW YORK,NY10038 		NONE PC GENERAL OPERATING SUPPORT 50,000

CENTER FOR REPRODUCTIVE RIGHTS INC

199 WATER ST 22ND FL
NEW YORK,NY10038 		NONE PC GENERAL OPERATING SUPPORT 250,000

CHARITY GLOBAL INC

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

CHILDRENS MUSEUM INC

1500 BINZ ST
HOUSTON,TX77004 		NONE PC GENERAL OPERATING SUPPORT 3,500

CHINESE COMMUNITY CENTER INC

9800 TOWN PARK DR
HOUSTON,TX77036 		NONE PC GENERAL OPERATING SUPPORT 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

CITY OF AUSTIN AUSTIN ANIMAL CENTER

919 CONGRESS AVE STE 1250
AUSTIN,TX78701 		NONE GOV PROGRAM/PROJECT SUPPORT 20,000

CLIMATEWORKS FOUNDATION

235 MONTGOMERY ST STE 1300
SAN FRANCISCO,CA94104 		NONE PC PROGRAM/PROJECT SUPPORT 500,000

COMMITTEE OF 100 INC

257 PARK PLACE AVE S 19TH FL
NEW YORK,NY10010 		NONE PC GENERAL OPERATING SUPPORT 200,000

COOPER UNION FOR THE ADVANCEMENT OF SCIENCE AND ART

30 COOPER SQ FL 2
NEW YORK,NY10003 		NONE PC PROGRAM/PROJECT SUPPORT 600,000

COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC (CARE)

465 CALIFORNIA ST STE 475
SAN FRANCISCO,CA94104 		NONE PC PROGRAM/PROJECT SUPPORT 100,000

CREATE IN CHINATOWN INC

231 W 29TH ST ROOM 302
NEW YORK,NY10001 		NONE PC GENERAL OPERATING SUPPORT 10,000

DA CAMERA SOCIETY OF TEXAS

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

DEPELCHIN CHILDREN'S CENTER

4950 MEMORIAL DR
HOUSTON,TX77007 		NONE PC GENERAL OPERATING SUPPORT 100

DIRECT RELIEF

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

DUKE UNIVERSITY

DUKE ALUMNI DEVELOPMENT RECORDS
DURHAM,NC27708 		NONE PC PROGRAM/PROJECT SUPPORT 500,000

DUKE UNIVERSITY

DUKE ALUMNI DEVELOPMENT RECORDS
DURHAM,NC27708 		NONE PC PROGRAM/PROJECT SUPPORT 100,000

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 PL STE 18B
NEW YORK,NY10022 		NONE PC PROGRAM/PROJECT SUPPORT 15,000

ENVIRONMENTAL DEFENSE FUND

257 PARK AVE S 17TH FL
NEW YORK,NY10281 		NONE PC PROGRAM/PROJECT SUPPORT 600,000

ETERNAL GANDHI MUSEUM HOUSTON INC

323 DULLES AVE STE 101
STAFFORD,TX77477 		NONE PC PROGRAM/PROJECT SUPPORT 50,000

FEED MY STARVING CHILDREN

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

FEEDING AMERICA

161 N CLARK ST STE 700
CHICAGO,IL60601 		NONE PC GENERAL OPERATING SUPPORT 250,000

FLORIDA SOUTHERN COLLEGE

326 WEST COLLEGE AVE
TALLAHASSEE,FL32302 		NONE PC PROGRAM/PROJECT SUPPORT 400,000

FOUNTAIN PROJECT FOUNDATION

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

FRIENDS OF PUMPKIN PARK

3737 BUFFALO SPEEDWAY STE 200
HOUSTON,TX77098 		NONE PC PROGRAM/PROJECT SUPPORT 100,000

FYIMS INCORPORATED

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

GIVEDIRECTLY INC

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

GRAMERCY PARK BLOCK ASSOCIATION INC

34 GRAMERCY PARK E
NEW YORK,NY10003 		NONE PC GENERAL OPERATING SUPPORT 10,000

GREATER HOUSTON PARTNERSHIP FOUNDATION

1200 SMITH ST STE 700
HOUSTON,TX77002 		NONE PC PROGRAM/PROJECT SUPPORT 200,000

HABITAT FOR HUMANITY INTERNATIONAL INC

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

HABITAT FOR HUMANITY PORTLAND METRO EAST

PO BOX 11527 1478 NE KILLINGSWORTH
ST
PORTLAND,OR97211 		NONE PC PROGRAM/PROJECT SUPPORT 10,000

HAMILTON-MADISON HOUSE INC

253 SOUTH ST 2ND FL HAMILTON-MADISO
HOUSE
NEW YORK,NY10002 		NONE PC GENERAL OPERATING SUPPORT 10,000

HELPING HAND HOME FOR CHILDREN

3804 AVENUE B
AUSTIN,TX78751 		NONE PC GENERAL OPERATING SUPPORT 20,000

HERMANN PARK CONSERVANCY

1700 HERMANN PARK
HOUSTON,TX77004 		NONE PC PROGRAM/PROJECT SUPPORT 25,000

HERMANN PARK CONSERVANCY

1700 HERMANN PARK
HOUSTON,TX77004 		NONE PC GENERAL OPERATING SUPPORT 12,500

HERMANN PARK CONSERVANCY

1700 HERMANN PARK
HOUSTON,TX77004 		NONE PC GENERAL OPERATING SUPPORT 9,000

HOMELESS PRENATAL PROGRAM INC

2500 18TH ST
SAN FRANCISCO,CA94110 		NONE PC GENERAL OPERATING SUPPORT 10,000

HOUSTON AREA WOMEN'S CENTER INC

3077 EL CAMINO ST
HOUSTON,TX77054 		NONE PC GENERAL OPERATING SUPPORT 12,500

HOUSTON BALLET FOUNDATION

601 PRESTON ST
HOUSTON,TX77002 		NONE PC PROGRAM/PROJECT SUPPORT 25,000

HOUSTON FOOD BANK

535 PORTWALL ST
HOUSTON,TX77029 		NONE PC PROGRAM/PROJECT SUPPORT 1,000,000

HOUSTON GRAND OPERA ASSOCIATION INC

510 PRESTON ST STE 500
HOUSTON,TX77002 		NONE PC PROGRAM/PROJECT SUPPORT 250,000

HOUSTON MUSEUM OF NATURAL SCIENCE

5555 HERMANN PARK DR
HOUSTON,TX77030 		NONE PC GENERAL OPERATING SUPPORT 12,500

HOUSTON MUSEUM OF NATURAL SCIENCE

5555 HERMANN PARK DR
HOUSTON,TX77030 		NONE PC GENERAL OPERATING SUPPORT 13,000

HOUSTON MUSEUM OF NATURAL SCIENCE

5555 HERMANN PARK DR
HOUSTON,TX77030 		NONE PC PROGRAM/PROJECT SUPPORT 1,000,000

INSTITUTE FOR COLLABORATION IN HEALTH

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

INSTITUTE FOR COLLABORATION IN HEALTH

1936 MEADOW VIEW CT NW
ALBUQUERQUE,NM87104 		NONE PC GENERAL OPERATING SUPPORT 10,000

INTERNATIONAL BUDDHIST PROGRESS SOCIETY

3456 GLENMARK DR
HACIENDA HEIGHTS,CA91745 		NONE PC PROGRAM/PROJECT SUPPORT 3,000,000

INTERNATIONAL RESCUE COMMITTEE INC

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

JOHNS HOPKINS UNIVERSITY

3910 KESWICK RD STE N2100
BALTIMORE,MD21211 		NONE PC PROGRAM/PROJECT SUPPORT 100,000

JUNIOR ACHIEVEMENT OF SOUTHEAST TEXAS INC

2115 E GOVERNORS CIR
HOUSTON,TX77092 		NONE PC PROGRAM/PROJECT SUPPORT 180,000

KIDS MEALS INC

330 GARDEN OAKS BLVD
HOUSTON,TX77018 		NONE PC PROGRAM/PROJECT SUPPORT 350,000

KIDS MEALS INC

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

LITTLE TIGER CHINESE IMMERSION SCHOOL PTO

708 E 51ST ST
AUSTIN,TX78751 		NONE PC PROGRAM/PROJECT SUPPORT 20,000

LOWER EAST SIDE TENEMENT MUSEUM

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

MANZANO DAY SCHOOL

1801 CENTRAL AVE NW
ALBUQUERQUE,NM87104 		NONE PC PROGRAM/PROJECT SUPPORT 20,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE 49-3142
CAMBRIDGE,MA02139 		NONE PC PROGRAM/PROJECT SUPPORT 5,000

MAYO CLINIC

200 FIRST ST SW
ROCHESTER,MN55902 		NONE PC PROGRAM/PROJECT SUPPORT 270,000

MAYO CLINIC

200 FIRST ST SW
ROCHESTER,MN55902 		NONE PC PROGRAM/PROJECT SUPPORT 50,000

MEDECINS SANS FRONTIERS USA INC

40 RECTOR ST 16TH FL
NEW YORK,NY10006 		NONE PC GENERAL OPERATING SUPPORT 893,919

MERCURY CHAMBER ORCHESTRA INC

2900 WESLEYAN ST STE 500
HOUSTON,TX77027 		NONE PC GENERAL OPERATING SUPPORT 100,000

METHODIST HOSPITAL AKA METHODIST HOSPITAL FOUNDATION

6565 FANNIN ST GB240
HOUSTON,TX77030 		NONE SO I PROGRAM/PROJECT SUPPORT 200,000

METHODIST HOSPITAL AKA METHODIST HOSPITAL FOUNDATION

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

METROPOLITAN OPERA ASSOCIATION INC

30 LINCOLN CENTER PLZ
NEW YORK,NY10023 		NONE PC PROGRAM/PROJECT SUPPORT 250,000

MILLER THEATRE ADVISORY BOARD INC

PO BOX 66267
HOUSTON,TX77266 		NONE PC PROGRAM/PROJECT SUPPORT 500,000

MUSEUM OF FINE ARTS HOUSTON

1001 BISSONNET
HOUSTON,TX77005 		NONE PC PROGRAM/PROJECT SUPPORT 100,000

NARRATIVE MAGAZINE INC

2443 FILLMORE ST 214
SAN FRANCISCO,CA94115 		NONE PC GENERAL OPERATING SUPPORT 10,000

NATIONAL ARCHIVES FOUNDATION

700 PENNSYLVANIA AVE NW ROOM G12
WASHINGTON,DC20408 		NONE PC GENERAL OPERATING SUPPORT 300,000

NATIONAL ASIAN-AMERICAN THEATRE COMPANY

520 8TH AVE RM 309
NEW YORK,NY10018 		NONE PC GENERAL OPERATING SUPPORT 10,000

NATIONAL PUBLIC RADIO INC

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

NEW ART PUBLICATIONS INC

80 HANSON PL STE 703
BROOKLYN,NY11217 		NONE PC GENERAL OPERATING SUPPORT 30,000

OFICINA LEGAL DEL PUEBLO UNIDO INC DBA TEXAS CIVIL RIGHTS PROJECT

PO BOX 17757
AUSTIN,TX78760 		NONE PC GENERAL OPERATING SUPPORT 500

OFICINA LEGAL DEL PUEBLO UNIDO INC DBA TEXAS CIVIL RIGHTS PROJECT

PO BOX 17757
AUSTIN,TX78760 		NONE PC GENERAL OPERATING SUPPORT 33,333

ONESKY

1832 SECOND ST STE K
BERKELEY,CA94701 		NONE PC GENERAL OPERATING SUPPORT 10,000

ONESKY

1832 SECOND ST STE K
BERKELEY,CA94701 		NONE PC PROGRAM/PROJECT SUPPORT 50,000

OREGON FOOD BANK INC

7900 NE 33RD DR
PORTLAND,OR97211 		NONE PC PROGRAM/PROJECT SUPPORT 100,000

PARTNERSHIP FOR THE ADVANCEMENT AND IMMERSION OF REFUGEES (PAIR)

3300 CHIMNEY ROCK STE 104
HOUSTON,TX77056 		NONE PC GENERAL OPERATING SUPPORT 500

PEN AMERICAN CENTER INC

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

PEN AMERICAN CENTER INC

588 BROADWAY STE 303
NEW YORK,NY10012 		NONE PC PROGRAM/PROJECT SUPPORT 50,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

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 25,000

PLANT IT FORWARD

4030 WILLOWBEND
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,DC20006 		NONE PC GENERAL OPERATING SUPPORT 50,000

PUBLIC ADVOCATES INC

131 STEUART ST STE 300
SAN FRANCISCO,CA94105 		NONE PC GENERAL OPERATING SUPPORT 10,000

REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL SERVICES (RAICES)

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

RHODE ISLAND SCHOOL OF DESIGN

20 WASHINGTON PL
PROVIDENCE,RI02903 		NONE PC PROGRAM/PROJECT SUPPORT 10,000

RIVER OAKS CHAMBER ORCHESTRA

3104 EDLOE ST 350
HOUSTON,TX77027 		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 AVE
NEW YORK,NY10065 		NONE PC PROGRAM/PROJECT SUPPORT 100,000

ROCKY MOUNTAIN INSTITUTE

2490 JUNCTION PL STE 200
BOULDER,CO80301 		NONE PC PROGRAM/PROJECT SUPPORT 125,000

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

29 MOTT ST
NEW YORK,NY10013 		NONE PC GENERAL OPERATING SUPPORT 10,000

SAHELI DBA ASIAN FAMILY SUPPORT SERVICES OF AUSTIN

PO BOX 16254
AUSTIN,TX78761 		NONE PC GENERAL OPERATING SUPPORT 200,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HIGHWAY E STE 400
FAIRFIELD,CT06825 		NONE PC PROGRAM/PROJECT SUPPORT 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 AVE
NEW YORK,NY10065 		NONE PC GENERAL OPERATING SUPPORT 20,000

ST ANDREWS EPISCOPAL SCHOOL INC

1112 W 31ST ST
AUSTIN,TX78705 		NONE PC GENERAL OPERATING SUPPORT 10,000

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

TARGET HUNGER

1260 SHOTWELL ST
HOUSTON,TX77020 		NONE PC GENERAL OPERATING SUPPORT 250

TEACH FOR AMERICA INC

25 BROADWAY 12TH FL
NEW YORK,NY10004 		NONE PC PROGRAM/PROJECT SUPPORT 10,000

TEXAS CHILDREN'S HOSPITAL

1919 S BRAESWOOD BLVD STE 5214
HOUSTON,TX77030 		NONE PC PROGRAM/PROJECT SUPPORT 20,000

TEXAS CHILDREN'S HOSPITAL

1919 S BRAESWOOD BLVD STE 5214
HOUSTON,TX77030 		NONE PC GENERAL OPERATING SUPPORT 10,000

TEXAS CHILDREN'S HOSPITAL

1919 S BRAESWOOD BLVD STE 5214
HOUSTON,TX77030 		NONE PC PROGRAM/PROJECT SUPPORT 3,000,000

TEXAS SCHOOL VENTURE FUND

3900 ESSEX LN STE 1200
HOUSTON,TX77027 		NONE PC PROGRAM/PROJECT SUPPORT 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 GENERAL OPERATING SUPPORT 100,000

THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY

326 GALVEZ ST
STANFORD,CA94305 		NONE PC PROGRAM/PROJECT SUPPORT 30,000

THE BROOKWOOD COMMUNITY INC

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

THE CHILDREN'S ASSESSMENT CENTER FOUNDATION

2500 BOLSOVER ST
HOUSTON,TX77005 		NONE PC GENERAL OPERATING SUPPORT 25,000

THE CLEVELAND CLINIC FOUNDATION

PO BOX 931517
CLEVELAND,OH44193 		NONE PC PROGRAM/PROJECT SUPPORT 50,000

THE EMERY-WEINER CENTER FOR JEWISH EDUCATION

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

THE FOUNDATION FOR ART AND HEALING INC

77 STEARNS RD
BROOKLINE,MA02446 		NONE PC PROGRAM/PROJECT SUPPORT 10,000

THE IRVIN M SHLENKER SCHOOL OF CONGREGATION BETH ISRAEL

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

THE METROPOLITAN MUSEUM OF ART

1000 FIFTH AVE
NEW YORK,NY10028 		NONE PC PROGRAM/PROJECT SUPPORT 500,000

THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN FOUNDATIONS

445 5TH AVE 4TH FL
NEW YORK,NY10016 		NONE PC GENERAL OPERATING SUPPORT 10,000

THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN FOUNDATIONS

445 5TH AVE 4TH FL
NEW YORK,NY10016 		NONE PC GENERAL OPERATING SUPPORT 40,000

THE SALVATION ARMY

1424 NORTHEAST EXPRESSWAY
BROOKHAVEN,GA30329 		NONE PC PROGRAM/PROJECT SUPPORT 200,000

THE UNIVERSITY OF TEXAS AT AUSTIN DELL MEDICAL SCHOOL

1710 RED RIVER ST
AUSTIN,TX78712 		NONE GOV PROGRAM/PROJECT SUPPORT 80,000

THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER

1515 HOLCOMBE BLVD
HOUSTON,TX77030 		NONE GOV PROGRAM/PROJECT SUPPORT 200,000

TRANSITION PROJECTS INC

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

TRUSTEES OF PRINCETON UNIVERSITY

701 CARNEGIE CTR STE 442
PRINCETON,NJ08540 		NONE PC GENERAL OPERATING SUPPORT 10,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

3451 WALNUT ST STE 305
PHILADELPHIA,PA19104 		NONE PC PROGRAM/PROJECT SUPPORT 10,000

UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION

BOX 0248 2001 THE EMBARCADERO 3RD
FL
SAN FRANCISCO,CA94143 		NONE PC PROGRAM/PROJECT SUPPORT 350,000

UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION

BOX 0248 2001 THE EMBARCADERO 3RD
FL
SAN FRANCISCO,CA94143 		NONE PC PROGRAM/PROJECT SUPPORT 150,000

UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION

BOX 0248 2001 THE EMBARCADERO 3RD
FL
SAN FRANCISCO,CA94143 		NONE PC PROGRAM/PROJECT SUPPORT 100,000

UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED

700 LOMAS BLVD NE STE 108
ALBUQUERQUE,NM87102 		NONE PC PROGRAM/PROJECT SUPPORT 50,000

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

103 SOUTH BUILDING CAMPUS BOX 9100
CHAPEL HILL,NC27599 		NONE PC GENERAL OPERATING SUPPORT 25,000

WELCOME TO CHINATOWN INC

244 5TH AVE STE 1462
NEW YORK,NY10001 		NONE PC GENERAL OPERATING SUPPORT 10,000

WELLESLEY COLLEGE

106 CENTRAL ST
WELLESLEY HILLS,MA02481 		NONE PC PROGRAM/PROJECT SUPPORT 2,000,000

WILLIAM MARSH RICE UNIVERSITY

PO BOX 1899
HOUSTON,TX77259 		NONE PC PROGRAM/PROJECT SUPPORT 405,000

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 60,000

WORLD AFFAIRS COUNCIL OF GREATER HOUSTON

1235 NORTH LOOP W STE 1025
HOUSTON,TX77008 		NONE PC GENERAL OPERATING SUPPORT 35,000

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001 		NONE PC GENERAL OPERATING SUPPORT 1,000,000
Total .................................right arrow 3a 28,783,770
bApproved for future payment

ALLEY THEATRE
615 TEXAS AVE
HOUSTON,TX77002 		NONE PC PROGRAM/PROJECT SUPPORT 187,500

CENTER FOR REPRODUCTIVE RIGHTS INC
199 WATER ST 22ND FLOOR
NEW YORK,NY10038 		NONE PC GENERAL OPERATING SUPPORT 500,000

CLIMATEWORKS FOUNDATION
235 MONTGOMERY ST SUITE 1300
SAN FRANCISCO,CA94104 		NONE PC PROGRAM/PROJECT SUPPORT 500,000

COOPER UNION FOR THE ADVANCEMENT OF SCIENCE AND ART
30 COOPER SQ FOOR 2
NEW YORK,NY10003 		NONE PC PROGRAM/PROJECT SUPPORT 2,400,000

COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC (CARE)
465 CALIFORNIA ST STE 475
SAN FRANCISCO,CA94104 		NONE PC PROGRAM/PROJECT SUPPORT 300,000

INTERNATIONAL BUDDHIST PROGRESS SOCIETY
3456 GLENMARK DR
HACIENDA HEIGHTS,CA91745 		NONE PC PROGRAM/PROJECT SUPPORT 6,000,000

LITTLE TIGER CHINESE IMMERSION SCHOOL PTO
708 E 51ST ST
AUSTIN,TX78751 		NONE PC PROGRAM/PROJECT SUPPORT 20,000

MILLER THEATRE ADVISORY BOARD INC DBA MILLER OUTDOOR THEATRE
PO BOX 66267
HOUSTON,TX77266 		NONE PC PROGRAM/PROJECT SUPPORT 500,000

MUSEUM OF FINE ARTS HOUSTON
1001 BISSONNET ST
HOUSTON,TX77005 		NONE PC PROGRAM/PROJECT SUPPORT 900,000

NATIONAL ARCHIVES FOUNDATION
700 PENNSYLVANIA AVE NW ROOM G12
WASHINGTON,DC20408 		NONE PC PROGRAM/PROJECT SUPPORT 700,000

OFICINA LEGAL DEL PUEBLO UNIDO INC DBA TEXAS CIVIL RIGHTS PROJECT
PO BOX 17757
AUSTIN,TX78760 		NONE PC GENERAL OPERATING SUPPORT 66,667

ONESKY
1832 SECOND ST SUITE K
BERKELEY,CA94701 		NONE PC PROGRAM/PROJECT SUPPORT 100,000

PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM ST 10TH FLOOR
NEW YORK,NY10038 		NONE PC GENERAL OPERATING SUPPORT 500,000

THE METROPOLITAN MUSEUM OF ART
1000 FIFTH AVE
NEW YORK,NY10028 		NONE PC PROGRAM/PROJECT SUPPORT 500,000

THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
1515 HOLCOMBE BLVD
HOUSTON,TX77030 		NONE GOV PROGRAM/PROJECT SUPPORT 800,000

UNITED WAY OF GREATER HOUSTON
50 WAUGH DR
HOUSTON,TX77007 		NONE PC PROGRAM/PROJECT SUPPORT 2,000,000
Total ................................. right arrow 3b 15,974,167
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 ........... 		         
4 Dividends and interest from securities ....     14 652,511  
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 1,087,291  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME - NII 		    14 -42,245  
bPARTNERSHIP INCOME - NDE     14 -3  
cFEE REFUND     01 100  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,697,654 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,697,654
(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 (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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
TING TSUNG & WEI FONG CHAO FOUNDATION
  		Employer identification number
30-0005201
Part I
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

$ 29,500,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 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 82,654 0   82,654

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

TY 2024 ExpenditureResponsibilityStmt
Name:
TING TSUNG & WEI FONG CHAO FOUNDATION
EIN:
30-0005201
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
FOUNDATION FOR CHINESE CULTURAL HERITAGE
  		2801 POST OAK BLVD STE 150
HOUSTON,TX77056 		2021-12-08 850,000 FOR GENERAL OPERATING SUPPORT OF FCCH PROGRAMS     REPORT DUE 12/31/25    
FOUNDATION FOR CHINESE CULTURAL HERITAGE
  		2801 POST OAK BLVD STE 150
HOUSTON,TX77056 		2022-12-14 2,105,000 FOR GENERAL OPERATING SUPPORT OF FCCH PROGRAMS     REPORT DUE 12/31/25    
THE ALLIANCE CULTURAL FOUNDATION INTERNATIONAL
  		20480 PACIFICA DR
CUPERTINO,CA95014 		2021-11-01 100,000 FOR THE PURPOSES OF IMPROVING EDUCATION, CULTURE, AND SOCIAL WELFARE IN ASIA 100,000 NONE 08/31/25   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

TY 2024 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
BLACKROCK HIGH YIELD-K 110,000 110,127
SIX CIRCLES CREDIT OPPORT 355,823 359,914
SIX CIRCLES GLOBAL BOND 700,624 706,484
VANGUARD INT-TERM CORPORATE 182,126 185,183
VANGUARD MORTGAGE BACKED SEC 274,458 268,141
VANGUARD TOTAL BOND MARKET INDEX 186,106 182,148
VANGUARD TOTAL INTL BND ETF 356,561 360,370
VANGUARD TOTAL INTL BND-ADM 253,407 237,181
METROPOLITAN TRANSN AUTH N Y 11/15/2031 68,729 68,052
KEYCORP 10/29/2025 54,435 54,662
GENERAL MOTORS FINANCIAL CO IN 1/8/2026 57,556 57,802
BANK OF AMERICA CORP 4/19/2026 54,133 54,176
AT&T INC 03/01/2026 54,418 54,498
BP CAP MKTS AMER INC SR GLBL 4/14/2027 53,752 53,767
MORGAN STANLEY FR 4/13/2028 49,995 50,849
EDISON INTERNATIONAL INC 3/15/2028 53,553 53,345
DUKE ENERGY CORP 06/01/2030 52,941 52,592
DOW CHEMICAL CO/THE 11/15/2030 56,183 55,191
CHARLES SCHWAB CORP/THE 12/1/2031 52,961 53,080
DOMINION ENERGY INC SR GLBL A NT 8/15/2032 52,342 51,541
INTEL CORP 2/10/2033 51,035 48,354
SEMPRA ENERGY 8/1/2033 4,997 5,012
COMMONSPIRIT HEALTH 2024A BD 12/1/2034 55,000 54,431

TY 2024 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
FIDELITY 500 INDEX FD 1,410,927 2,947,195
ISHARES CORE MSCI EAFE ETF 828,936 844,134
JPMORGAN BETABUILDERS DEVELO 141,406 127,970
JPMORGAN BETABUILDERS CANADA ETF 185,710 248,760
JPMORGAN BETABUILDERS JAPAN - ETF 249,666 266,711
SIX CIRCLES INTERNATIONAL 741,250 772,582
SIX CIRCLES U.S. UNCONSTRAINED 668,300 1,013,569
ABBVIE INC CMN 4,301 5,153
ACCENTURE PLC 8,874 31,309
EXXON MOBILE CORP 26,041 26,355
HCA HEALTHCARE INC 22,693 24,012
HOME DEPOT INC 6,480 24,117
HONEYWELL INTERNATIONAL INC 23,336 26,429
INTERCONTINENTAL EXCHANGE INC 16,266 24,438
INTUIT INC 13,808 21,998
LAM RESEARCH CORP 7,843 12,929
MARSH & MCLENNAN COS 7,138 18,267
MASTERCARD INC 19,013 32,121
MCDONALD'S CORP 11,405 29,279
MCKESSON CORP 10,593 11,968
META PLATFORMS INC-CLASS A 9,493 11,710
MICROSOFT CORP 9,087 59,010
MONDELEZ INTERNATIONAL INC-A 12,704 11,229
MORGAN STANLEY 24,495 38,219
NEXTERA ENERGY INC 7,857 23,299
NXP SEMICONDUCTORS NV 14,710 18,499
OTIS WORLDWIDE CORP 10,411 10,094
PEPSICO INC 13,021 23,873
PHILIP MORRIS INTERNATIONAL 19,604 25,514
REGIONS FINANCIAL CORP 1,949 1,929
S&P GLOBAL INC 7,585 10,957
SALESFORCE INC 17,834 23,737
SCHLUMBERGER LTD 10,399 9,585
SHERWIN-WILLIAMS CO 4,200 16,997
STRYKER CORP 18,539 24,483
TEXAS INSTRUMENTS INC 14,060 29,814
TRACTOR SUPPLY COMPANY 11,106 15,122
UNITEDHEALTH GROUP 7,427 30,857
ENSYSCE BIOSCIENCES INC 550,000 124
ACADEMY SPORTS & OUTDOORS INC COM 4,988 5,178
ALKERMES PLC SHS 11,351 11,475
AMERIS BANCORP COM 12,988 15,392
ARCOSA INC COM 12,484 15,478
ASBURY AUTOMOTIVE GROUP INC COM 12,799 15,068
ASGN INC COM 12,378 11,001
ASHLAND INC COM 12,647 10,648
BANKUNITED INC COM 10,629 13,589
BEACON ROOFING SUPPLY INC COM 14,339 17,370
BLACK HILLS CORP COM 9,204 10,534
BOISE CASCADE CO COM 14,410 12,956
BOYD GAMING CORP COM 11,481 12,912
BRAZE INC CL A 5,564 5,403
BRINKS CO COM 11,704 11,503
CACI INTL INC CL A 13,371 15,758
CARGURUS INC CL A 9,278 14,653
CATHAY GEN BANCORP COM 14,421 15,664
CERTARA INC COM 15,440 12,407
CNX RES CORP COM 6,487 11,918
COMMVAULT SYS INC COM 8,709 16,298
CONMED CORP COM 13,586 11,019
CUSHMAN & WAKEFIELD PLC REGISTERED SHS 10,531 13,538
DIGITALOCEAN HLDGS INC COM 12,744 12,708
DIODES INC COM 13,567 12,149
DYCOM INDS INC COM 10,054 15,317
DYNAVAX TECHNOLOGIES CORP COM 10,171 10,714
ENERGIZER HLDGS INC NEW COM 11,003 12,142
ENERSYS COM 12,619 11,923
EURONET WORLDWIDE INC COM 12,082 11,724
EVERCORE INC CL A 10,072 15,800
EVOLENT HEALTH INC CL A 12,065 4,376
F N B CORP PA COM 15,072 16,465
FIVE9 INC COM 11,307 10,810
FLOWERS FOODS INC COM 11,509 10,723
FOOT LOCKER INC COM 14,433 11,119
FRONTDOOR INC COM 9,002 14,706
GLOBUS MED INC CL A NEW 9,972 15,219
GRAPHIC PACKAGING HLDG CO COM 12,054 13,010
GROCERY OUTLET HLDG CORP COM 15,751 11,083
HALOZYME THERAPEUTICS INC COM 9,536 13,196
HANCOCK WHITNEY CORP COM 12,593 14,665
HAYWARD HLDGS INC COM 9,802 12,186
HEALTHEQUITY INC COM 14,033 17,847
HELMERICH & PAYNE INC COM 10,747 9,990
HILLENBRAND INC 16,130 13,020
INTEGRA LIFESCIENCES HLDGS CORP COM NEW 16,543 12,928
JANUS INTL GROUP 17,796 11,819
KONTOOR BRANDS INC COM 11,759 16,740
LA Z BOY INC COM 9,266 11,459
LCI INDSCOM 11,429 10,236
LIBERTY ENERGY INC CL A COM 11,006 12,193
MARAVAI LIFESCIENCES HLDGS INC CL A 10,480 9,178
MESA LABS INC COM 11,235 15,297
NEOGEN CORP COM 11,693 9,700
NEOGENOMICS INC COM NEW 14,401 15,112
NEW JERSEY RES CORP COM 9,307 10,216
NEXSTAR MEDIA GROUP INC COM 11,622 10,584
NORTHWEST NAT HLDG CO COM 11,335 11,156
PAGERDUTY INC COM 11,940 10,372
PORTLAND GEN ELEC CO COM NEW 9,517 10,076
PRESTIGE CONSUMER HEALTHCARE INC COM 13,682 17,336
PRIMO BRANDS CORP CL A 2,967 6,246
PROGRESS SOFTWARE CORP COM 12,359 13,421
RADIAN GROUP INC COM 11,192 12,117
RAMBUS INC DEL COM 15,827 12,686
SILGAN HLDGS INC COM 10,751 12,856
SM ENERGY CO COM 11,471 12,287
SPS COMM INC COM 14,255 13,799
STEWART INFORMATION SVCS CORP COM 12,885 14,240
STIFEL FINL CORP COM 13,056 18,882
TRI POINTE HOMES INC COM 12,634 13,416
TTM TECHNOLOGIES INC COM 9,622 16,286
VALVOLINE INC COM 15,536 15,413
VERINT SYS INC COM 13,933 13,560
VERRA MOBILITY CORP CL A 13,462 14,073
VIRTU FINL INC CL A 5,864 10,989
VIRTUS INVT PARTNERS INC COM 10,458 10,147
WESCO INTL INC COM 15,155 15,924
WESTERN ALLIANCE BANCORPORATION COM 15,752 20,050
WINTRUST FINL CORP COM 13,214 16,711
WORLD FUEL SVCS CORP COM 10,246 10,866
YETI HLDGS INC COM 12,998 11,476
ZIFF DAVIS INC COM 12,585 10,542
PIEDMONT OFFICE RLTY TR INC COM CL A 9,845 12,316
RU LODGING TR L P COM 13,430 12,221
STAG INDL INC COM 12,168 10,890
ACCENTURE PLC IRELAND SHS CL A 24,611 24,274
AIA GROUP LTD SPONSORED ADR 11,701 10,490
AKZO NOBEL N V SPONSORED ADR NEW ISIN 15,408 12,289
ALCON SA ACT NOM ISIN#CH0432492467 17,895 19,435
ASHTEAD GROUP PLC ADR 21,766 21,027
ASSA ABLOY AB 17,121 18,298
BROOKFIELD CORP VTG SHS CL A 21,656 30,853
CAMECO CORP COM 25,432 27,031
COCA-COLA EUROPACIFIC PARTNERS PLC 19,108 21,507
CREDICORP LTD COM 16,914 20,715
DAIKIN INDS LTD ADR 17,652 12,801
DBS GROUP HLDGS LTD SPONS ADR 16,567 23,943
DIAGEO PLC SPONSORED ADR NEW 20,298 19,578
DSM-FIRMENICH AG SPONSORED ADR 19,059 18,008
ERSTE BK GROUP AG SPONS ADR 20,679 29,316
EXPERIAN PLC SPON ADR 16,822 17,135
FANUC CORPORATION ADR 14,740 13,366
GSK PLC SPONSORED ADR NEW 16,982 14,644
HALEON PLC ADR 16,600 19,624
HEINEKEN NV SPONS ADR 15,780 11,251
ING GROEP NV ADR 25,999 28,081
KUBOTA CORP ADR FORMERLY KUBOTA LTD ADR (NO CUSIP CHANGE) 14,574 11,446
LVMH MOET HENNESSY LOUIS VUITTON ADR 18,671 16,206
MAGNA INTERNATIONAL INC COM 13,689 10,656
MICHELIN COMPAGNIE GENERALE DES ESTABLISHMENTS ADR 21,310 20,029
MONOTARO CO LTD ADR 20,911 23,108
MUNICH RE GROUP ADR 17,394 19,639
NIDEC CORP SPONS ADR 8,009 7,466
OTSUKA HLDGS COLTD ADR 16,912 23,348
PAN PAC INTL HLDGS CORP ADR 21,632 26,337
RENTOKIL INITIAL PLC SPONS ADR 12,825 12,609
ROCHE HLDGS LTD SPONSORED ADR 18,749 20,440
SAFRAN SA ADR 23,288 26,596
SONY GROUP CORP AMERN SH NEW 25,119 27,508
SYMRISE AG ADR 16,324 16,770
TOTALENERGIES SE SPONS ADR 17,588 14,824
UNILEVER PLC SPON ADR NEW 12,603 14,912
AIA GROUP LTD SPONSORED ADR 28,637 24,929
AKBANK TURK ANONIM SIRKETI ADR 19,958 19,852
ALIBABA GROUP HLDG LTD SPONSORED ADR 43,662 48,839
ANGLO AMERN PLC SPONSORED ADR 18,366 20,989
ASE INDL HLDG CO LTD SPONSORED ADR 48,044 50,793
BDO UNIBANK INC SPONS ADR 24,721 24,582
BIDVEST GROUP LTD SPON ADR 2008 14,590 14,932
CAPITEC BK HOLDGS LTD ADR 15,014 22,690
CEMEX A B DE C V SPONSOR ADR NEW REP ORD PARTN CTF NEW 15,538 11,912
CHINA MERCHANTS BK COLTD ADR 18,701 19,066
CREDICORP LTD COM 11,756 14,482
EFG EUROBANK ERGASIAS SVCS & HLDGS SA ADR 15,157 13,893
FOMENTO ECONOMICO MEX SA B DEC V NEW 13,222 8,378
FREEPORT-MCMORAN INC CL B 43,927 41,736
GALAXY ENTMT GROUP LTD ADR 16,601 14,105
GREEK ORGANISATION OF FOOTBALL 12,733 11,811
GRUPO FINANCIERO BANORTE SAB DE CV ADR 24,971 17,334
HDFC BK LTD ADR REPSTG 3 SHS 52,949 61,561
HIMAX TECHNOLOGIES INC SPONS ADR 13,716 17,905
ICICI BK LTD ADR 48,069 58,257
INDL & COMM BK CHINA ADR 48,242 65,975
INFOSYS LTD SPONSORED ADR REPSTG1EQUITY SHS 47,874 53,288
KB FINL GROUP IN SPONSORED ADR 30,591 44,325
KOSMOS ENERGY LTD COM 20,078 12,356
KT CORP SPON ADR 30,612 34,315
MAKEMYTRIP LIMITED MAURITIUS SHS 30,194 46,933
MERCADOLIBRE INC COM 22,902 22,106
NATIONAL BK GREECE SA SPONSORED ADR 12,848 11,083
NETEASE INC SPONSORED ADR 13,785 12,222
NU HOLDINGS LIMITED REGISTERED SHS -A- 14,628 14,535
PDD HOLDINGS INC SPONS ADR 23,988 16,003
PERNOD RICARD SA SPONSORED ADR 23,016 17,714
PETROLEO BRASILEIRO SA 22,445 18,403
PT BK CENT ASIA TBK ADR 17,874 17,072
PT BK MANDIRI PERSERO TBK ADR 21,053 17,748
SHINHAN FINL GROUP CO LTD SPONSORED ADR 14,318 11,705
SHOPRITE HLDGS LTD SPONSORED ADR 15,344 16,150
TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR 102,708 172,014
TECHTRONICS IND LTD SPON ADR 13,437 15,287
TENCENT HLDGS LTD ADR 62,763 90,938
TRIP COM GROUP LTD ADS 17,676 32,957
UNILEVER PLC SPON ADR NEW 18,556 22,226
VESTA REAL ESTATE CORP ADS 26,019 18,688
YUM CHINA HLDGS INC COM 24,035 31,070
ITAU UNIBANCO HLDG SA NS SPONSORED ADR REPSTG 500 24,932 18,784
ADYEN N V ADR 32,428 36,958
AON PLC REGISTERED SHS CL A 23,310 26,937
ARCH CAPITAL GROUP LTD SHS 42,634 47,560
ASM INTERNATIONAL NV NY 33,356 30,734
ASML HLDG N V N Y REGISTRY SHS NEW 47,531 37,426
ASTRAZENECA PLC SPONSORED ADR 53,674 50,057
ATLASSIAN CORP CL A 35,164 38,454
BAE SYS PLC SPONSORED ADR 39,586 35,954
CANADIAN NATURAL RES LTD 24,138 23,708
CANADIAN PACIFIC KANSAS CITY LTD 47,334 43,934
COMPASS GROUP PLC SPONSORED ADR NEW JUNE 2017 28,249 34,463
COUPANG INC CL A 35,150 39,410
EXPERIAN PLC SPON ADR 26,099 26,108
FERGUSON ENTERPRISES INC COM 31,766 28,813
FERRARI N V SHS 51,225 62,769
ICICI BK LTD ADR 30,494 37,564
ICON PLC LTD SHS 64,068 49,072
LINDE PLC NEW SHS 37,761 38,936
MEITUAN ADR REPSTG 2 CL B SHS 64,417 51,656
MERCADOLIBRE INC COM 30,075 28,907
MITSUBISHI HEAVY IND LTD ADR 43,488 47,902
MONDAY COM LTD REGISTERED SHS 29,621 32,491
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR 86,366 67,698
NU HOLDINGS LIMITED REGISTERED SHS -A- 29,533 27,361
ROLLS ROYCE HLDGS PLC SPONS ADR 51,133 49,765
SAFRAN SA ADR 58,659 64,201
SAP SE SPONSORED ADR 63,618 62,537
SCHNEIDER UNSP ADR SHS UNSPONSORED AMERICAN REPSTG 115TH SHARE 30,668 37,280
SEA LTD ADR 45,603 65,358
SIEMENS ENERGY AG ADR 41,592 43,461
SPOTIFY TECHNOLOGY SA REGISTERED SHS 39,192 59,502
STERIS PLC REGISTERED SHS 39,885 37,823
TAIWAN SEMICONDUCTOR MFG CO 63,401 85,908
UBS GROUP AG SHS 32,411 33,049
WASTE CONNECTIONS INC COM 23,362 25,723
31GROUP PLC ADR 45,864 52,974
GMO OPPORTUNITIES INCOME FUND CLASS I 360,503 359,437
PRINCIPAL SPECTRUM PREFERRED AND CAPITAL SECURITIES INCOME FUND INST CLASS 211,304 218,144
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF 262,076 295,263
SPDR S&P 500 ETF TR TR UNIT 1,282,399 2,397,067
SPDR SER TR S&P 600 SMALL CAP GROWTH ETF 324,164 339,264
SPDR SER TR S&P 400 MID CAP GROWTH ETF SHS NEW 248,500 286,737
VANGUARD INDEX FDS S&P 500 ETF SHS NEW 3,961,640 4,663,401
ABBOTT LABORATORIES 27,533 27,825
AECOM 19,624 23,714
AES CORP/VA 20,637 15,431
ALPHABET INC CLASS C 39,898 51,228
AMAZON COM INC 48,091 67,792
APOLLO GLOBAL MANAGEMENT INC 16,422 28,242
APPLE INC 77,782 100,669
APPLIED MATERIALS INC 13,201 12,848
BAKER HUGHES CO 23,233 30,396
BLACKROCK FUNDING INC/DE 27,610 34,854
BOSTON SCIENTIFIC CORP 16,722 24,652
CLEAN HARBORS INC 16,570 22,093
CORTEVA INC 18,808 22,442
DEERE & CO 19,009 20,338
FREEPORT-MCMORAN INC 14,997 14,965
INTERACTIVE BROKERS GROUP INC 13,596 26,324
KEYSIGHT TECHNOLOGIES INC 20,435 21,203
MERCK & CO INC NEW 26,967 22,383
META PLATFORMS INC-CLASS A 45,410 46,255
MICROSOFT CORP 78,773 83,457
MONDELEZ INTERNATIONAL INC 28,090 22,757
NETFLIX INC 12,231 22,283
NVIDIA CORP 43,136 97,226
PALO ALTO NETWORKS INC 15,070 16,012
QUANTA SERVICES INC 9,024 14,538
ROCKWELL AUTOMATION INC 16,775 15,718
S&P GLOBAL INC 20,518 22,909
SALESFORCE INC 25,812 30,424
TAKE TWO INTERACTIVE SOFTWARE 24,816 28,532
THERMO FISHER SCIENTIFIC INC 28,550 27,572
UBER TECHNOLOGIES INC 23,852 22,439
UNITEDHEALTH GROUP INC 28,450 27,822
VERTEX PHARMACEUTICALS INC 28,152 26,176
VERTIV HOLDINGS CO 11,782 19,086
VISA INC COM CL A 30,947 35,396
WABTEC CORP 13,308 19,528
CHART INDUSTRIES INC 15,318 16,412
GRAPHIC PACKAGING HLDG CO 16,520 17,573
CAMECO CORP COM 20,922 22,869
SHOPIFY INC CL A 16,941 22,764
NOVO NORDISK A/S SER'B'DKK0.1 31,096 24,616
ASML HOLDING NV EUR0.09 (POST 18,958 16,164
DSM FIRMENICH AG EUR0.01 25,113 24,083
LVMH MOET HENNESSY VUITTON SE 21,889 19,084
SCHNEIDER ELECTRIC SE 13,362 16,963
VEOLIA ENVIRONNEME EUR5 17,583 15,552
ASTRAZENECA PLC 27,617 27,007
LONDON STOCK EXCHANGE LTD 20,339 24,592
AIA GROUP LTD ORD 21,988 21,772
DAIFUKU CO LTD NPV 15,650 14,635
HITACHI NPV 16,534 26,980
KEYENCE CORP 27,991 25,908
SONY GROUP CORPORATION 27,664 30,333
SUZUKI MOTOR CORP 24,868 25,832
MARINE HARVEST NORWAY 23,412 21,314
HEXAGON AB SER'B'NPV 23,003 21,246
SAAB AB NPV B 9,395 12,225
CYBERARK SOFTWARE LTD 17,232 24,320
FLUTTER ENTERTAINMENT 21,790 27,654
GRAB HOLDINGS LTD 12,327 18,257
TRIP COM GROUP LTD 10,539 20,368
BK RAKYAT 26,486 18,960
CIA SANEAMENTO BASICO DO 19,312 15,691
FOMENTO ECONOMICO MEXICANO 16,536 12,994
HDFC BANK LTD 21,418 24,714
MERCADOLIBRE INC 19,378 18,705
TAIWAN SEMICONDUCTOR MFG 21,149 36,536
HA SUSTAINABLE INFRASTRUCTURE 15,394 12,020

TY 2024 InvestmentsGovtObligationsSch
Name:
TING TSUNG & WEI FONG CHAO FOUNDATION
EIN:
30-0005201
US Government Securities - End of Year Book Value:

1,569,983
US Government Securities - End of Year Fair Market Value:

1,549,379
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 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 8,597 24,194
HX VENTURE FUND II AT COST 236,223 385,512

TY 2024 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 27,051 0   27,051


TY 2024 OtherDecreasesSchedule
Name:
TING TSUNG & WEI FONG CHAO FOUNDATION
EIN:
30-0005201
Description Amount
COST BASIS ADJUSTMENTS 16,977


TY 2024 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 4,045 0   4,045
BANK FEES 3,295 0   3,295
SOFTWARE EXPENSE 11,364 0   11,364
OTHER EXPENSE 103 0   103
TRAINING & EDUCATION 2,816 0   2,816
LAND MAINTENANCE 31,500 31,500   0


TY 2024 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 -42,245 -42,245 -42,245
PARTNERSHIP INCOME - NDE -3   -3
FEE REFUND 100   100


TY 2024 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 11,921 11,921   0
JPMORGAN #4006 - INVESTMENT MANAGEMENT FEES 20,385 20,385   0
GOLDMAN SACHS #708-4 - INVESTMENT MANAGEMENT FEES 534 534   0
JPMORGAN #5002 - INVESTMENT MANAGEMENT FEES 3,980 3,980   0
CONSULTING 2,800 0   2,800
GOLDMAN SACHS #762-3 - INVESTMENT MANAGEMENT FEES 2,977 2,977   0
HR/RECRUITING 16,453 0   16,453
CITIBANK #67148 - INVESTMENT MANAGEMENT FEES 7,881 7,881   0
CITIBANK #67155 - INVESTMENT MANAGEMENT FEES 5,840 5,840   0
CITIBANK #67163 - INVESTMENT MANAGEMENT FEES 11,041 11,041   0
CITIBANK #67171 - INVESTMENT MANAGEMENT FEES 12,681 12,681   0
CITIBANK #67189 - INVESTMENT MANAGEMENT FEES 28,855 28,855   0
CITIBANK #80768 - INVESTMENT MANAGEMENT FEES 5,872 5,872   0
CITIBANK #90768 - INVESTMENT MANAGEMENT FEES 8,327 8,327   0


TY 2024 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 45,000 0   0
INVESTMENTS - FOREIGN TAXES 13,795 13,795   0
PROPERTY TAX 53,899 53,899   0