FOUNDATION FOR CHINESE CULTURAL HERITAGE: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: FOUNDATION FOR CHINESE CULTURAL HERITAGE (EIN 46-0965238)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2025-04-06
IRS object ID: 202500979349100300
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Expenditure Responsibility Stmt
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-04-06T22:55:16-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	994625061	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CRI ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	TWO RIVERWAY 15TH FLOOR	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77056	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	460965238	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FOUNDATION FOR CHINESE CULTURAL HERITAGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	FOUN	BusinessNameControlTxt
Phone	7136272039	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2801 POST OAK BLVD SUITE 150	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77056	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LYDIA CHAO	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7136272039	PhoneNum
Signature	2025-03-24	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID DONNELLY	PreparerPersonNm
PTIN	P00956426	PTIN
Phone	7136218090	PhoneNum
Preparation	2025-03-23	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$12,327,511	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$7,000,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$147,131	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$147,131	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$121,215	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$121,215	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$601,802	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$4,782,525	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$601,802	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$333	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$333	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$7,870,481	TotalRevAndExpnssAmt
Total Net Invst Incm	$870,481	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,250	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$23,115	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$23,115	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$1,103	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,103	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$405	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$405	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$27,123	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$25,873	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,041,900	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,041,900	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,069,023	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$25,873	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,041,900	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$5,801,458	ExcessRevenueOverExpensesAmt
Net Investment Income	$844,608	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$2,173,887	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$36,693	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$36,693	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$232,800	CorporateStockBOYAmt
Corporate Stock EOY	$0	CorporateStockEOYAmt
Corporate Stock EOYFMV	$0	CorporateStockEOYFMVAmt
Other Investments BOY	$2,738,480	OtherInvestmentsBOYAmt
Other Investments EOY	$11,401,213	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$12,269,530	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$21,288	OtherAssetsBOYAmt
Other Assets EOY	$21,288	OtherAssetsEOYAmt
Other Assets EOYFMV	$21,288	OtherAssetsEOYFMVAmt
Total Assets BOY	$5,166,455	TotalAssetsBOYAmt
Total Assets EOY	$11,459,194	TotalAssetsEOYAmt
Total Assets EOYFMV	$12,327,511	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$5,166,455	RetainedEarningBOYAmt
Retained Earning EOY	$11,459,194	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,166,455	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$11,459,194	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,166,455	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$11,459,194	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,166,455	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$5,801,458	ExcessRevenueOverExpensesAmt
Other Increases	$491,281	OtherIncreasesAmt
Subtotal	$11,459,194	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$11,459,194	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	DepreciationDepreciationAmt
WORLD GOLD TR SHS	P	2023-10-09	2023-11-07	$87	$81	$6	$6
MERRILL LYNCH #03637	P	2023-01-01	2023-12-31	$469,717	$464,753	$4,964	$4,964
MERRILL LYNCH #03637	P	2022-01-01	2023-12-31	$94,827	$89,432	$5,395	$5,395
MERRILL LYNCH #03638	P	2023-01-01	2023-12-31	$2,028,560	$1,802,325	$226,235	$226,235
BLACKROCK LIQUIDITY FUND	P	2023-03-16	2023-07-18	$90,732	$90,732	$0	$0
MERRILL LYNCH #04173	P	2022-01-01	2023-12-31	$42,612	$44,614	-$2,002	-$2,002
BLACKROCK LIQUIDITY FUND	P	2023-01-01	2023-06-30	$360,933	$360,933	$0	$0
SALE OF WEST CHEMICAL PARTNERS		2022-06-09	2023-11-22	$218,575	$227,668	$982	$982	$10,075
SALE OF WESTLAKE CORP	P	2022-06-01	2023-11-20	$1,476,468	$1,110,260	$366,208	$366,208
CAPITAL GAINS DIVIDENDS	P			$14		$14	$14

Field	Value	IRS element (for citing)
Capital Gain Net Income	$601,802	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$11,740	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$11,740	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$11,740	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$9	EsPenaltyAmt
Tax Due	$11,749	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	0	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	TX	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	MARY JANE MUNOZ	IndividualWithBooksNm
Phone	7136272039	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2801 POST OAK BLVD 150	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77056	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (1)	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES CHAO
5444 WESTHEIMER SUITE 1435	HOUSTON	TX	77056	DIRECTOR/VICE PRESIDENT	2.00	$0	$0	$0
LYDIA CHAO
5444 WESTHEIMER SUITE 1435	HOUSTON	TX	77056	DIRECTOR/PRESIDENT	2.00	$0	$0	$0
CATHERINE CHAO
5444 WESTHEIMER SUITE 1435	HOUSTON	TX	77056	DIRECTOR/SECRETARY	2.00	$0	$0	$0
ELIZABETH CHAO
5444 WESTHEIMER SUITE 1435	HOUSTON	TX	77056	DIRECTOR/TREASURER	2.00	$0	$0	$0
DAVID CHAO
5444 WESTHEIMER SUITE 1435	HOUSTON	TX	77056	DIRECTOR	2.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$8,957,657	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,123,178	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$10,080,835	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$10,080,835	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$151,213	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$9,929,622	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$496,481	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$496,481	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$11,740	TaxBasedOnInvestmentIncomeAmt
Income Tax	$13,763	IncomeTaxAmt
Total Tax	$25,503	TotalTaxAmt
Distributable Before Adj	$470,978	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$470,978	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$470,978	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,041,900	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$2,041,900	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$470,978	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr4	$855,539	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$403,110	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,578,621	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$267,784	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$3,105,054	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,041,900	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$470,978	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,570,922	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$4,675,976	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$4,675,976	ExcessDistriCyovToNextYrAmt
Excess From Year4	$855,539	ExcessFromYear4Amt
Excess From Year3	$403,110	ExcessFromYear3Amt
Excess From Year2	$1,578,621	ExcessFromYear2Amt
Excess From Year1	$267,784	ExcessFromYear1Amt
Excess From Current Year	$1,570,922	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JAMES CHAO	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd
CF KOO FOUNDATION
NORTH ROAD NO 113 B1	TAIPEI	TAIWAN	TW	NONE	PF	GENERAL OPERATIONAL EXPENDITURES OF 2022 (WITHOUT DESIGNATED PURPOSE)	$500,000
CF KOO FOUNDATION
NORTH ROAD NO 113 B1	TAIPEI	TAIWAN	TW	NONE	PF	SUPPORT THE PROJECT OF "SPECIAL RELIEF AND REVITALIZATION PROJECT OF PERFORMING ARTS"	$1,000,000
NANJING UNIVERSITY EDUCATION DEVELOPMENT PROGRAM
163 XIANLIN ROAD	QIXI DISTRICTM	JIANGSU	CH	NONE	PF	GENERAL OPERATIONAL EXPENDITURES OF 2022 (WITHOUT DESIGNATED PURPOSE)	$211,900
INTERNATIONAL BUDDHIST PROGRESS SOCIETY
				NONE	PF	GENERAL OPERATIONAL EXPENDITURES OF 2022 (WITHOUT DESIGNATED PURPOSE)	$330,000	1111 INTERNATIONAL PARTKWAY	RICHARDSON	TX	75081

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,041,900	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$147,131	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$121,215	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$333	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$601,802	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$870,481	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$870,481	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	CHAO FAMILY	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1000 UPTOWN PARK BLVD UNIT 34	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77056	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$7,000,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$2,500	Amt
Net Investment Income	$1,250	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	GrantGrantDt	GrantGrantAmt	Purpose Of GrantPurposeOfGrantTxt
CF KOO FOUNDATION
113 ZHONGSHAN NORTH ROAD SEC 2	TAIPEI	TW	2022-06-08	$200,000	SUPPORT THE PROJECT OF "SPECIAL RELIEF AND REVITALIZATION PROJECT OF PERFORMING ARTS"
CF KOO FOUNDATION
113 ZHONGSHAN NORTH ROAD SEC 2	TAIPEI	TW	2022-04-27	$342,000	GENERAL OPERATIONAL EXPENDITURES OF 2022 (WITHOUT DESIGNATED PURPOSE)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MERRILL LYNCH - ACCOUNT #83V-03637	AT COST	$2,092,557	$2,260,031
MERRILL LYNCH - ACCOUNT #83V-03638	AT COST	$8,861,380	$9,554,486
K-1 INVESTMENT	AT COST	$248,010	$248,010
MERRILL LYNCH - ACCOUNT #83V-043761	AT COST	$199,266	$207,003

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	CAPITALIZED LEGAL FEES	Desc
BOY Book Value	$21,288	BOYBookValueAmt
EOY Book Value	$21,288	EOYBookValueAmt
EOYFMV	$21,288	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	PASSTHROUGH OTHER DEDUCTIONS	Desc
Revenue And Expenses Per Books	$405	RevenueAndExpensesPerBooksAmt
Net Investment Income	$405	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
MERRILL LYNCH 04715	$291	$291	$291
PASSTHROUGH OTHER INCOME	$42	$42	$42

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	ADJUSTMENT TO BOOK VALUE	Desc
Amt	$491,281	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	ADVISOR FEES	CategoryTxt
Amt	$23,115	Amt
Net Investment Income	$23,115	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd
CHAO FAMILY
1000 UPTOWN PARK BLVD UNIT 34	HOUSTON	TX	77056
TING TSUNG AND FEI FONG CHAO FOUNDA
2801 POST OAK BOULEVARD SUITE 600	HOUSTON	TX	77056

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$1,103	Amt
Net Investment Income	$1,103	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

FOUNDATION FOR CHINESE CULTURAL HERITAGE: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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