Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
MY Charitable Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address) Foundation Source 501 Silverside Rd
 
Room/suite
City or town
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

20-8103829
B Telephone number (see instructions)

8008391754
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$24,275,096
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check .................
3 Interest on savings and temporary cash investments 18,686 18,686  
4 Dividends and interest from securities... 226,252 226,252  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 285,078
b Gross sales price for all assets on line 6a 1,074,381
7 Capital gain net income (from Part IV, line 2)... 367,642
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 530,016 612,580  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 12,367 3,367    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 11,296 771   10,525
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,663 4,138   10,525
25 Contributions, gifts, grants paid....... 912,397 912,397
26 Total expenses and disbursements. Add lines 24 and 25 ................ 936,060 4,138   922,922
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -406,044
b Net investment income (if negative, enter -0-) 608,442
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,904,064 663,517 663,517
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 10,602,153 Click to see attachment
List of Attached Documents:
// Content
11,436,656
23,611,579
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,506,217 12,100,173 24,275,096
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 12,506,217 12,100,173
29 Total net assets or fund balances (see instructions)..... 12,506,217 12,100,173
30 Total liabilities and net assets/fund balances (see instructions). 12,506,217 12,100,173
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
12,506,217
2
Enter amount from Part I, line 27a .....................
2
-406,044
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
12,100,173
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
12,100,173
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,074,381   706,739 367,642
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       367,642
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 367,642
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 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 8,457
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 8,457
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,457
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,430
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,430
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....... 9 5,027
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Mindy Ying Pres, Dir, Sec
2.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
21,913,577
b
Average of monthly cash balances.......................
1b
579,386
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
22,492,963
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
22,492,963
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
337,394
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
22,155,569
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,107,778
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,107,778
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,457
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,457
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,099,321
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,099,321
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,099,321
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, line 26, column (d) ..........
1a
922,922
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
922,922
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,099,321
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 910,222
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 922,922
a Applied to 2024, but not more than line 2a 910,222
b Applied to undistributed income of prior years
(Election required—see instructions) .....
 
c Treated as distributions out of corpus (Election
required—see instructions) ........
 
d Applied to 2025 distributable amount..... 12,700
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
1,086,621
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Mindy Ying
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

AMERICAN CHINESE DANCE ASSOCIATION

17855 SKY PARK CIR STE C
IRVINE,CA92614
N/A   General & Unrestricted 2,000

AMERICAN-EAST ASIA CULTURE & EDUCATION FOUNDATION

3107 GLADYS AVE
ROSEMEAD,CA91770
N/A   General & Unrestricted 1,500

ART LEAGUE LOS ANGELES LIONS CLUB FOUNDATION

4046 TEMPLE CITY BLVD STE 105
ROSEMEAD,CA91770
N/A   General & Unrestricted 350

CAMPUS CRUSADE FOR CHRIST

PO BOX 628222
ORLANDO,FL32862
N/A   General & Unrestricted 1,000

CCU HWA KANG INSTITUTE OF NORTH AMERICA

3107 GLADYS AVE
ROSEMEAD,CA91770
N/A   General & Unrestricted 33,000

CHINA EVANGELICAL SEMINARY NORTH AMERICA -CESNA-

1520 W CAMERON AVE STE 275
WEST COVINA,CA91790
N/A   General & Unrestricted 20,000

CHINESE AMERICAN PHYSICIANS SOCIETY

PO BOX 3287
SAN LEANDRO,CA94578
N/A   General & Unrestricted 6,000

CHINESE CHRISTIAN HERALD CRUSADES INC

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

CHINESE CLUB OF SAN MARINO

2425 HUNTINGTON DR
SAN MARINO,CA91108
N/A   General & Unrestricted 12,500

CHINESE CONFUCIUS TEMPLE OF LOS ANGELES INC

816 YALE ST
LOS ANGELES,CA90012
N/A   General & Unrestricted 1,000

CHINESE OUTREACH

601 LAS TUNAS DR STE 103
ARCADIA,CA91007
N/A   General & Unrestricted 3,500

CHINESE THEATER WORKS INC

37-18 NORTHERN BLVD 105
LONG ISLAND CITY,NY11101
N/A   General & Unrestricted 22,000

FAMILY KEEPERS INC

20672 CARREY RD
WALNUT,CA91789
N/A   General & Unrestricted 3,000

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

PO BOX 770001
CINCINNATI,OH45277
N/A   The Mindy Ying Charitable Fund 617,332

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

245 SUMMER ST MZ NM43A
BOSTON,MA02210
N/A   LiangDAF 2,000

FIRST EVANGELICAL CHURCH OF SAN GABRIEL VALLEY

3658 N WALNUT GROVE AVE
ROSEMEAD,CA91770
N/A   General & Unrestricted 81,965

FORMOSAN DANCE CREW INC

808 EDITH AVE
ALHAMBRA,CA91803
N/A   General & Unrestricted 1,000

GLOBAL FEDERATION OF CHINESE BUSINESS WOMEN - GREA

4046 TEMPLE CITY BLVD STE 102
ROSEMEAD,CA91770
N/A   General & Unrestricted 500

GLOBAL FEDERATION OF CHINESE BUSINESS WOMEN SOUTHE

4046 TEMPLE CITY BLVD STE 102
ROSEMEAD,CA91770
N/A   General & Unrestricted 29,000

GLOBAL FEDERATION OF CHINESE BUSINESS WOMEN SOUTHE

4046 TEMPLE CITY BLVD STE 102
ROSEMEAD,CA91770
N/A   Taiwan typhoon relief 1,500

HABIBI INTERNATIONAL

5309 LINCOLN AVE
CYPRESS,CA90630
N/A   General & Unrestricted 10,000

HENRY E HUNTINGTON LIBRARY & ART GALLERY

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

HOPE MEDIA INTERNATIONAL INC

45584 CHEROKEE LN
FREMONT,CA94539
N/A   DBA City to City Taiwan Overseas Support 10,000

IN YOU INC

13334 CAMPOLINA DR
EASTVALE,CA92880
N/A   General & Unrestricted 21,800

LAFAYETTE TROOP 204 DADS CLUB INC

PO BOX 1731
LAFAYETTE,CA94549
N/A   General & Unrestricted 1,000

NORTHERN CALIFORNIA TAIWANESE COMMUNITY CARE NETWO

2826 RAMONA CT
SANTA CLARA,CA95051
N/A   General & Unrestricted 800

PASADENA PRO MUSICA

301 N ORANGE GROVE BLVD
PASADENA,CA91103
N/A   General & Unrestricted 500

SACRED & PROFANE A CHAMBER CHORUS

PO BOX 5845
BERKELEY,CA94705
N/A   General & Unrestricted 5,000

SOUTHERN CALIFORNIA COUNCIL OF CHINESE SCHOOLS

17870 CASTLETON ST STE 363
CITY INDUSTRY,CA91748
N/A   General & Unrestricted 6,000

SOUTHERN CALIFORNIA TAIWANESE AMERICAN EMERGENCY A

608 E VALLEY BLVD D-110
SAN GABRIEL,CA91776
N/A   General & Unrestricted 1,000

TAIWANESE BENEVOLENT ASSOCIATION OF CALIFORNIA

608 E VALLEY BLVDD-33
SAN GABRIEL,CA91776
N/A   General & Unrestricted 500

TAIWANESE CULTURAL AND SPORTS ASSOCIATION

4413 FORTRAN CT
SAN JOSE,CA95134
N/A   General & Unrestricted 1,000

UPWARD BOUND STUDY CENTER INC

603 N NEW AVE STE E
MONTEREY PARK,CA91755
N/A   General & Unrestricted 1,050

WISH OF ANGELS MISSIONS

122A FOOTHILL BLVD STE 315
ARCADIA,CA91006
N/A   General & Unrestricted 10,000

WORLD VISION

PO BOX 9716
FEDERAL WAY,WA98063
N/A   General & Unrestricted 2,000

CHINESE AMERICAN PROFESSIONALS ASSOCIATION

2001 ALPHA ST
S PASADENA,CA91030
    General & Unrestricted 1,400
Total ................................. 3a 912,397
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 18,686  
4 Dividends and interest from securities ....     14 226,252  
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 ............
    18 285,078  
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) ..   530,016  
13Total. Add line 12, columns (b), (d), and (e)..................
13
530,016
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


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Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2025 DepreciationSchedule
Name:
MY Charitable Foundation
EIN:
20-8103829
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2025 InvestmentsCorpStockSchedule
Name:
MY Charitable Foundation
EIN:
20-8103829
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 67,378 126,167
ABBVIE INC 60,638 127,954
ACCENTURE PLC 30,149 80,490
ACM RESEARCH INC 12,632 27,615
ACUITY BRANDS INC 37,957 72,008
ADEIA INC 5,105 6,728
ADMA BIOLOGICS INC 15,497 17,328
ADTALEM GLOBAL EDUCATION INC 26,539 25,868
ADVANCED ENERGY IND INC 22,703 41,874
ADVANCED MICRO DEVICES INC 51,966 121,000
ADVANSIX INC 15,325 10,380
AGILYSYS, INC 7,005 16,638
AIR PRODS & CHEM INC 78,756 112,394
ALBEMARLE CP 5,440 5,658
ALIBABA GROUP HOLDING LTD 25,602 14,658
ALIGN TECHNOLOGY, INC 36,717 10,931
ALLSTATE CORP 30,619 41,630
ALPHABET INC CL A 147,053 820,059
ALPHABET INC CL C 25,907 414,215
AMAZON COM 207,353 526,269
AMBARELLA INC 13,556 17,710
AMERESCO INC CL A 29,001 13,181
AMERIPRISE FINANCIAL INC 26,399 29,420
AMETEK INC 23,180 34,903
AMGEN INC 84,300 142,380
AMNEAL PHARMACEUTICALS INC 8,261 10,332
AMPHENOL CORPORATION 78,008 229,738
ANALOG DEVICES INC 99,850 271,200
ANDERSONS, INC. 25,886 27,648
ANI PHARMACEUTICALS INC 9,969 23,682
AON PLC CL A 17,969 21,173
APPFOLIO INC CLASS A 22,807 27,918
APPLE INC 223,514 967,821
APPLIED MATERIALS INC 55,870 100,226
APPLOVIN CORP 59,146 101,073
ARISTA NETWORKS 69,989 85,170
ARROW ELECTRONICS INC 20,502 19,832
ASGN INC 28,997 14,451
ASML HOLDING NV NY REG SHS 35,193 53,493
ASTRAZENECA 42,200 62,880
ATRICURE, INC. 13,983 11,077
AUTOLIV INC 18,884 22,553
AUTONATION INC 17,011 24,778
AVNET INC 24,926 28,848
AXCELIS TECHNOLOGIES INC 9,883 5,624
AZENTA INC 29,208 9,978
BANK OF AMERICA CORP 129,758 207,405
BANK OF HAWAII CORP 21,066 17,093
BIOGEN INC 53,306 43,998
BIOLIFE SOLUTIONS INC 9,022 4,836
BLACKROCK INC 136,026 240,827
BOEING CO 39,218 48,852
BORG WARNER INC 12,605 13,518
BOX INC 7,617 8,973
BREAD FINANCIAL HOLDINGS 8,339 7,403
BRINKER INTL INC 12,836 43,056
BRISTOL-MYERS SQUIBB CO 19,887 16,182
BROADCOM INC 67,835 456,851
BUNGE GLOBAL SA 53,815 54,339
C T S CP 17,800 21,435
CANADIAN PACIFIC RAILWAY LTD 34,346 84,895
CAPITAL ONE FINANCIAL CORP 42,843 66,649
CAREER EDUCATION CORPORATION 7,102 43,092
CARRIER GLOBAL 8,820 21,770
CATERPILLAR INC 88,285 272,113
CATHAY GENERAL BANCORP 17,686 21,292
CAVCO INDS INC DEL 31,760 35,444
CELEBRATE INTERNATIONAL HOLDIN 5,045 7,609
CF INDUSTRIES HOLDINGS, INC 25,824 46,404
CHECK POINT SOFTWARE TECHNOLOG 48,569 75,152
CHENIERE ENERGY INC 21,611 48,598
CHEVRON CORP 49,091 71,633
CHIPOTLE MEX GRILL 22,423 27,750
CHUBB LIMITED 31,697 62,424
CIENA CORP 23,134 93,548
CIGNA CORPORATION 35,868 41,285
CISCO SYSTEMS INC 50,959 105,916
CITIGROUP INC 76,013 134,194
COHERENT CORP COM 29,145 73,828
COMERICA INC 21,552 26,079
COMMUNITY HEALTH SYSTEMS, INC 14,522 12,480
COMMVAULT SYSTEMS, INC 6,962 12,536
CONCENTRA GROUP HOLDINGS 4,776 6,494
CONMED CORPORATION 20,812 6,090
CONOCOPHILLIPS 29,668 49,145
CORNING INC 32,896 70,048
CORTEVA INC 4,143 11,127
CORVEL CORP 28,804 18,271
COSTCO WHOLESALE CORPORATION 141,846 314,753
CROCS INC 17,444 12,828
CROWDSTRIKE HOLDINGS, INC 25,706 46,876
CROWN HOLDINGS INC 15,260 15,446
CSG SYST INTL INC. 9,325 15,338
CSX CORP 89,951 163,125
CYTEK BIOSCIENCES, INC. 14,381 5,555
D R HORTON 8,881 28,806
DARDEN RESTAURANTS INC 21,108 27,603
DEERE CO 76,221 169,933
DEXCOM, INC 32,004 19,911
DIAGEO PLC ADS 46,496 28,038
DOCUSIGN INC 28,452 6,840
DOLLAR GENERAL CORP 56,003 39,831
DOLLAR TREE INC 19,816 24,602
DONNELLEY FINANCIAL SOLUTIONS 14,831 11,206
DOUGLAS DYNAMICS INC 9,803 11,428
DOW INC 38,926 16,740
DR. REDDY'S LAB LTD 36,558 50,544
DU PONT DE NEMOURS 9,911 11,256
DUCOMMUN INC 23,918 42,809
DXC TECHNOLOGY COMPANY 30,180 21,975
DYCOM INDS INC 18,540 84,475
ELECTRONIC ARTS 55,965 91,949
ELI LILLY & CO 50,843 96,721
EOG RESOURCES INC 16,628 21,002
ERICSSON L M TEL CO 25,432 19,300
ESCO TECH INC 12,577 21,493
EURONET WORLDWIDE INC 13,181 9,894
EVEREST RE GROUP LTD 25,113 33,935
EXELIXIS, INC. 11,766 26,298
EXLSERVICE HOLDINGS INC 29,971 35,225
EXPEDITORS INTL WASH INC 17,674 20,861
EXTREME NETWORKS, INC 22,466 13,320
EXXON MOBIL CORP 38,897 60,170
F5 NETWORKS, INC 24,590 33,184
FASTENAL COMPANY 15,489 24,078
FIRST HORIZON NATL 4,797 6,931
FIRST INTERSTATE BANCSYSTEM IN 19,789 17,473
FIRST SOLAR INC 23,007 65,308
FORMFACTOR INC. 22,530 33,468
FORTINET INC 15,172 22,235
FORTUNE BRANDS INNOVATIONS INC 17,256 10,004
FREEPORT-MCMORAN COPPER & GOLD 66,385 81,264
GATX CORP INC 22,231 42,400
GENPACT LIMITED 13,568 14,034
GILEAD SCIENCES INC 39,653 110,466
GLOBANT SA 27,280 7,844
GLOBUS MEDICAL INC 20,525 19,645
GMH COMMUNITIES TR 8,331 12,177
GODADDY INC 26,223 37,224
GOLDMAN SACHS GROUP 71,372 202,170
GRANITE CONSTRUC INC 12,680 28,838
GULFPORT ENERGY CORP 5,812 6,240
GXO LOGISTICS 9,567 8,949
HALLIBURTON COMPANY 13,732 16,956
HALOZYME THERAPEUTICS, INC 22,958 33,650
HEALTHEQUITY INC 16,444 18,322
HOLOGIC, INC 19,724 21,602
HOME DEPOT INC 86,548 184,094
HONEYWELL INTL 65,216 97,545
HOPE BANCORP INC 17,039 13,152
HURON CONSULTING GROUP INC 4,525 5,187
ICON PLC - AMERICAN DEPOSITARY 10,657 7,289
ILLINOIS TOOL WORKS 78,592 91,131
INCYTE CORPORATION 15,008 17,285
INGREDION INC 13,485 16,539
INSIGHT ENTERPRISES, INC 30,206 24,441
INSPERITY INC 29,533 11,616
INTEL CORP 64,246 58,118
INTERCONTINENTAL EXCHANGE, INC 91,635 273,711
INTERNATIONAL BUSINESS MACHINE 17,969 44,432
INTUIT 44,672 198,726
INTUITIVE SURGICAL 73,598 220,880
INVESCO PLC 24,822 26,270
IROBOT CORPORATION 13,940 17
JABIL CIRCUIT INC 23,290 91,208
JEFFERIES GROUP INC 15,157 30,985
JOHNSON & JOHNSON 108,766 165,560
JOHNSON CONTROLS INTERNATIONAL 44,992 83,825
JP MORGAN CHASE 111,377 298,053
KEYCORP CAPITAL B 8.25% CORP B 7,001 4,748
KEYSIGHT TECHNOLOGIES INC 22,949 30,479
KNOWLES CORPORATION 10,439 12,858
L3HARRIS TECHNOLOGIES 49,178 95,997
LAM RESEARCH CORP 36,085 94,149
LANTHEUS HOLDINGS INC 7,023 5,324
LENNAR CORP 8,501 15,420
LINDE PLC COM 120,450 223,855
LIQUIDITY SERVICES INC 32,638 28,795
LIVANOVA PLC 8,604 6,153
LOCKHEED MARTIN CORP 39,679 43,530
LOGITECH INTERNATIONAL 24,472 20,044
LOWES COMPANIES INC 79,407 265,276
LVMH MOET HENN UNSP 54,679 82,946
MACOM TECHNOLOGY SOLUTIONS HOL 14,298 29,118
MAGNA INTERNATIONAL INC 21,000 20,254
MANPOWER GROUP INC 27,724 7,433
MARTIN MARIETTA MATLS INC 17,878 31,133
MASCO CORP 17,405 19,038
MASTEC INC 35,982 73,906
MASTERBRAND INC 6,528 5,520
MASTERCARD INC 106,062 602,277
MATERION CORP 19,222 31,080
MATTHEWS INTERNATIONAL CORPORA 21,054 15,672
MEDTRONIC PLC 39,750 38,424
MERCADOLIBRE, INC 31,239 40,285
META PLATFORMS INC 181,337 343,246
MGIC INVESTMENT CORP 20,618 43,830
MICROSOFT CORP 206,121 498,128
MILLROSE PROPERTIES INC CL A 6,232 2,240
MIRUM PHARMACEUTICALS INC 8,072 8,689
MONSTER BEVERAGE CORP 12,693 30,668
MOODYS CORP 22,820 30,651
MORGAN STANLEY 81,250 230,789
NASDAQ OMX GROUP 69,810 301,102
NCINO 12,544 5,128
NELNET INC 29,972 34,570
NETAPP, INC 52,610 53,545
NETEASE.COM INC COM STK 39,023 48,167
NETFLIX INC 49,657 65,632
NETSCOUT SYSTEMS, INC 8,692 8,118
NEUROCRINE BIOSCIENCES, INC 25,173 34,039
NEWPARK RESOURCES 7,293 10,966
NICE SYSTEMS LTD 31,018 14,695
NOBLE CORP NEW TRANCHE 3 WTS    
NOKIA 13,550 16,175
NORDSON CP 26,910 28,852
NORFOLK SOUTHERN CORP 87,132 187,668
NORTHROP GRUMMAN CORP 10,301 17,106
NOVO NORDISK A S 43,479 19,843
NU SKIN ENTERPRISES CL A 11,646 1,924
NUTRIEN LTD 21,007 24,688
NVIDIA CORP 171,297 1,936,242
O'REILLY AUTOMOTIVE INC 28,025 68,408
OFG BANCORP 26,743 49,176
ON SEMICONDUCTOR 27,620 19,494
ONTO INNOVATION 25,615 55,251
OPPENHEIMER HLDGS A 12,620 18,073
OPPFI INC 15,250 10,460
ORACLE CORP 67,443 175,419
OSI SYSTEMS, INC 25,086 61,214
OWENS CORNING 25,217 26,858
PALANTIR TECHNOLOGIES INC 41,461 88,875
PALO ALTO NETWORKS INC 42,424 165,780
PARKER HANNIFIN CP 121,122 408,715
PAYLOCITY CORP 5,308 4,575
PAYPAL HOLDINGS, INC 120,833 67,137
PC CONNECTION 12,195 10,397
PERDOCEO EDUCATION 8,314 7,039
PERIMETER SOLUTIONS ORD SHS 8,166 10,461
PHINIA INC 1,716 3,761
PHOTRONICS INC COM 20,204 48,000
PIPER JAFFRAY COS COM 25,986 67,942
POWER INTEGRATIONS, INC 16,288 7,108
PRESTIGE BRAND HLGS 30,352 21,592
PROCTER GAMBLE CO 12,447 14,331
PULTE GROUP INC 24,324 52,767
QORVO INC 79,803 59,157
QUALCOMM INC 59,229 111,183
QUANEX CORP 7,234 3,384
QUANTA SVCS INC 58,077 316,544
RALPH LAUREN CORP 27,631 77,794
RAYMOND JAMES FINANCIAL INC 19,299 36,133
RAYTHEON TECHNOLOGIES CORP 115,809 332,320
REGENERON PHARMACEUTICALS INC 12,396 15,437
RELIANCE STL & ALMN 22,296 43,331
RESMED INC 10,910 24,087
REVVITY INC 30,668 19,350
RIGETTI COMPUTING INC 8,299 3,987
RXO INC. COMMON STOCK 3,029 1,264
S&P GLOBAL INC COM 37,552 41,807
SAIA, INC 20,830 32,652
SALESFORCE.COM 102,535 192,060
SALLY BEAUTY HLDG 15,344 9,982
SAP AKTIENGESELL ADS 79,175 199,186
SCHLUMBERGER LTD 7,975 9,595
SCIENCE APPLICATIONS INTERNATI 18,433 19,125
SEAGATE TECHNOLOGY HOLDINGS PL 21,662 68,848
SELECT MEDICAL 8,373 6,089
SEMTECH CORPORATION 20,234 22,107
SENSATA TECHNOLOGIES HOLDINGS 14,011 13,316
SERVICE NOW 68,275 68,936
SHOPIFY INC 29,913 32,194
SKYWORKS SOLUTIONS, INC 45,745 15,853
SNOWFLAKE INC 29,795 26,323
SONIC AUTOMOTIVE INC CL A 17,531 24,744
SPX CORPORATION 22,069 64,019
SS&C TECHNOLOGIES INC 9,714 13,987
STARBUCKS CORP COM 51,037 42,105
STONEX GROUP INC 7,742 7,610
STRATASYS, INC 7,102 3,646
STRIDE ORD SHS 13,282 25,972
STRYKER CORPORATION 15,131 35,147
SYNAPTICS INC 30,146 14,804
SYNOPSYS, INC 15,370 12,682
TAIWAN SEMICONDUCTOR MFG CO LT 160,724 608,995
TAKE-TWO INTERACTIVE SOFTWARE 22,844 33,284
TELEFLEX INC 24,044 7,322
TERADYNE INC 19,892 29,034
TEREX CORP 18,114 16,014
TEXTRON INC 24,489 26,151
TG THERAPEUTICS INC 13,239 16,396
THE ENSIGN GROUP, INC 22,018 43,550
THE MAGNUM ICE CREAM COMPANY 9,911 3,963
THERMO FISHER SCIENTIFIC INC 99,641 110,096
TJX COMPANIES INC 62,162 76,805
TOLL BROTHERS INC 29,281 54,088
UFP INDUSTRIES 29,095 36,420
ULTA SALON, COSMETICS & FRAGRA 19,744 24,200
UNILEVER PLC AMER 41,283 72,594
UNION PACIFIC 90,721 161,924
UNISYS CP 30,971 3,312
UNITED THERAPEUTICS CORP 21,887 58,470
UNIVERSAL TECH INST 5,204 3,920
V F CORP 48,274 14,464
VALERO ENERGY CORP 10,046 32,558
VALMONT INDUSTRIES INC 7,740 12,070
VEEVA SYSTEMS INC 28,135 21,207
VERISIGN INC 75,966 85,033
VERISK ANALYTICS, INC 73,276 55,923
VERTIV CL A 14,548 37,262
VIAVI SOLUTIONS INC 9,841 17,820
VIR BIOTECHNOLOGY 9,639 1,206
VISA INC 91,880 136,777
VITESSE ENERGY INC 695 1,117
WABASH NATIONAL CORP 19,628 9,948
WALT DISNEY HOLDINGS CO 73,296 96,705
WATERS CORP 25,524 28,487
WELLS FARGO & CO 23,328 49,396
WHIRLPOOL CORP 19,422 7,214
WINGSTOP INC 14,613 31,004
WISDOMTREE 7,341 9,264
WIX COM LTD 22,687 7,792
XPO LOGISTICS INC 8,632 17,668
YELP INC 4,969 3,951
ZIMMER BIOMET HOLDINGS 51,212 35,968

TY 2025 OtherExpensesSchedule
Name:
MY Charitable Foundation
EIN:
20-8103829
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 10,500     10,500
Bank Charges 771 771    
State or Local Filing Fees 25     25


TY 2025 TaxesSchedule
Name:
MY Charitable Foundation
EIN:
20-8103829
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 3,400      
990-PF Extension for 2024 5,600      
Foreign Tax Paid 3,367 3,367