TING TSUNG AND WEI FONG CHAO FOUNDATION: Form 990PF, tax year 2023
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- Organization
- TING TSUNG AND WEI FONG CHAO FOUNDATION (EIN 30-0005201)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349101746
- Schema version
- 2023v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T08:55:57-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST ST SE STE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011425 | 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 | 300005201 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TING TSUNG & WEI FONG CHAO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TING | BusinessNameControlTxt |
| Phone | 7134222004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 POST OAK BLVD STE 150 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770566107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES CHAO | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7134222004 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA HULS | PreparerPersonNm |
| PTIN | P01315330 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,127,719 | 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 | $27,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $669,277 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $667,534 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $430,163 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,457,481 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $430,163 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$93,970 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$93,965 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $28,005,470 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,003,732 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $171,375 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $171,375 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $33,519 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $33,519 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,653 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,653 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,453 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,453 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $84,789 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,119 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,670 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $28,870 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $28,870 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,082 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,082 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $382 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $382 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,469 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,469 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $391,592 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $125,071 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $256,521 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,679,122 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,679,122 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,070,714 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $125,071 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,935,643 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $934,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $878,661 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,682,539 | CashBOYAmt |
| Cash EOY | $7,098,470 | CashEOYAmt |
| Cash EOYFMV | $7,098,470 | CashEOYFMVAmt |
| Corporate Stock BOY | $11,822,279 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,383,755 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,326,033 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,391,098 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,323,364 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,036,997 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,472,500 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,472,500 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,472,500 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,472,500 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,142,087 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $167,170 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $193,719 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,510,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,445,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,127,719 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $20,373,240 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,373,240 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,137,263 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,072,019 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,510,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,445,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,510,503 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,445,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,510,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $934,756 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,445,259 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,445,259 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - GS 070-6 | P | $3,086,511 | $3,107,774 | -$21,263 | -$21,263 |
| PUBLICLY TRADED SECURITIES - GS 554-1 | P | $903,817 | $611,281 | $292,536 | $292,536 |
| PUBLICLY TRADED SECURITIES - GS 708-4 | P | $1,667,268 | $1,708,807 | -$41,539 | -$41,539 |
| PUBLICLY TRADED SECURITIES - JPM 5002 | P | $490,617 | $345,386 | $145,231 | $145,231 |
| PUBLICLY TRADED SECURITIES - JPM 4006 | P | $1,183,262 | $1,254,113 | -$70,851 | -$70,851 |
| PUBLICLY TRADED SECURITIES - GS 762-3 | P | $31,314 | $31,314 | $31,314 | |
| PUBLICLY TRADED SECURITIES - GS 071-4 | P | $1,067,432 | $1,000,000 | $67,432 | $67,432 |
| HX VENTURE FUND II - ST CAPITAL GAINS | P | $28 | $28 | ||
| HX VENTURE FUND II - LT CAPITAL GAINS | P | $15 | $15 | ||
| CAPITAL GAINS DIVIDENDS | P | $27,260 | $27,260 | $27,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $430,163 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,213 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,213 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,213 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,449 | 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 | $17,449 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,236 | OverpaymentAmt |
| Applied To ES Tax | $5,236 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JADEC LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7134222004 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 POST OAK BLVD SUITE 150 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770566180 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT CHAO | ||||||||
| 2801 POST OAK BLVD SUITE 150 | HOUSTON | TX | 77056 | VICE PRESIDENT & SECRETARY | 5.00 | $0 | $0 | $0 |
| JAMES CHAO | ||||||||
| 2801 POST OAK BLVD SUITE 150 | HOUSTON | TX | 77056 | VICE PRESIDENT & TREASURER | 5.00 | $0 | $0 | $0 |
| DOROTHY JENKINS | ||||||||
| 2801 POST OAK BLVD SUITE 150 | HOUSTON | TX | 77056 | PRESIDENT | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE ELLIS | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANTS OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 50.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $158,289 | CompensationAmt |
| Employee Benefits | $34,415 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS & CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $59,555 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $19,807,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,246,009 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,521,137 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,574,960 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,574,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $503,624 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,071,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,653,567 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,653,567 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,213 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,213 | TotalTaxAmt |
| Distributable Before Adj | $1,641,354 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,641,354 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,641,354 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,935,643 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $26,935,643 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,641,354 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,636,067 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,276,764 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,807,255 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,545,380 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,231,416 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $109,496,882 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,935,643 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,641,354 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,294,289 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $134,791,171 | 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 | $16,636,067 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $118,155,104 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,276,764 | ExcessFromYear4Amt |
| Excess From Year3 | $28,807,255 | ExcessFromYear3Amt |
| Excess From Year2 | $22,545,380 | ExcessFromYear2Amt |
| Excess From Year1 | $24,231,416 | ExcessFromYear1Amt |
| Excess From Current Year | $25,294,289 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (176 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| 19TH NEWS | ||||||||
| 1201 BARBARA JORDAN BLVD STE 700 | 1188 | AUSTIN | TX | 78723 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| ACTIVATE GLOBAL | ||||||||
| 2600 TENTH STREET SUITE 300 | BERKELEY | CA | 94710 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ACTIVATE GLOBAL | ||||||||
| 2600 TENTH STREET SUITE 300 | BERKELEY | CA | 94710 | NONE | PC | ACTIVATE HOUSTON COMMUNITY SUPPORT | $125,000 | |
| ALLIANCE FOR CHOICE IN EDUCATION DBA ACE SCHOLARSHIPS | ||||||||
| 1201 EAST COLFAX AVENUE SUITE 302 | DENVER | CO | 80218 | NONE | PC | ACE SCHOLARSHIPS HOUSTON SUPPORT | $10,000 | |
| AMERICAN BRAIN FOUNDATION | ||||||||
| 201 CHICAGO AVE | MINNEAPOLIS | MN | 55415 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| AMERICAN FRIENDS OF THE OCEAN CLEANUP FOUNDATION DBA THE OCEAN CLEANUP | ||||||||
| 228 EAST 45TH ST STE 9E | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| AMERICAN HOSPITAL OF PARIS FOUNDATION | ||||||||
| 575 MADISON AVE 10TH FL | NEW YORK | NY | 10022 | NONE | SO I | LE NOUVEL AMERICAIN CAPITAL CAMPAIGN | $283,585 | |
| AMERICAN IMMIGRATION COUNCIL | ||||||||
| 1331 G STREET NW SUITE 200 | WASHINGTON | DC | 20005 | NONE | PC | THERE IS A PORTAL PROJECT | $2,000 | |
| AMERICAN LEADERSHIP FORUM HOUSTONGULF COAST | ||||||||
| 1801 MAIN STREET SUITE 910 | HOUSTON | TX | 77002 | NONE | PC | GENERAL OPERATING SUPPORT | $100 | |
| APANO COMMUNITIES UNITED FUND DBA ASIAN PACIFIC AMERICAN NETWORK OF OREGON | ||||||||
| 2788 SE 82ND AVE STE 203 | PORTLAND | OR | 97266 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ART 21 INC | ||||||||
| 231 W 29TH ST STE 706 | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| ART 21 INC | ||||||||
| 231 W 29TH ST STE 706 | NEW YORK | NY | 10001 | NONE | PC | CAPACITY-BUILDING CAMPAIGN INITIATIVES | $60,000 | |
| ASIA SOCIETY TEXAS CENTER | ||||||||
| 1370 SOUTHMORE BLVD | HOUSTON | TX | 77004 | NONE | PC | ENDOWMENT FUND | $1,000,000 | |
| ASIA SOCIETY TEXAS CENTER | ||||||||
| 1370 SOUTHMORE BLVD | HOUSTON | TX | 77004 | NONE | PC | ONLINE LEARNING PLATFORM INITIATIVE | $200,000 | |
| ASIA SOCIETY | ||||||||
| 725 PARK AVE | NEW YORK | NY | 10021 | NONE | PC | ASIA SOCIETY POLICY INSTITUTE GLOBAL TRANSFORMATION | $100,000 | |
| ASIA SOCIETY | ||||||||
| 725 PARK AVE | NEW YORK | NY | 10021 | NONE | PC | CENTER FOR GLOBAL EDUCATION | $133,333 | |
| ASIAN AMERICAN HEALTH COALITION OF THE GREATER HOUSTON AREA DBA HOPE CLINIC | ||||||||
| 7001 CORPORATE DR | HOUSTON | TX | 77036 | NONE | PC | CAPITAL CAMPAIGN | $400,000 | |
| ASIAN AMERICAN LEGAL DEFENSE AND EDUCATION FUND | ||||||||
| 99 HUDSON ST 12TH FL | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ASTROS GOLF FOUNDATION | ||||||||
| 501 CRAWFORD ST STE 500 | HOUSTON | TX | 77002 | NONE | PC | MEMORIAL PARK GOLF COURSE PROJECT | $200,000 | |
| AUSTIN HABITAT FOR HUMANITY INC | ||||||||
| 500 W BEN WHITE BLVD | AUSTIN | TX | 78704 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| AUSTIN PUBLIC LIBRARY FRIENDS FOUNDATION | ||||||||
| PO BOX 13201 | AUSTIN | TX | 787113201 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AVENUE COMMUNITY DEVELOPMENT CORP | ||||||||
| 3517 IRVINGTON BOULEVARD | HOUSTON | TX | 77009 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | CHAO SCHOLARS INITIATIVE | $300,000 | |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | PANDEMIC THREAT TECHNOLOGY CENTER | $300,000 | |
| BOSTON SYMPHONY ORCHESTRA INC | ||||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | PC | TANGLEWOOD FUND | $50,000 | |
| BRANDEIS UNIVERSITY | ||||||||
| 415 S ST MS 126 | WALTHAM | MA | 02453 | NONE | PC | CHAIR PROFESSORSHIP IN NEUROSCIENCE FUNDS | $500,000 | |
| BREAKTHROUGH HOUSTON | ||||||||
| 2401 CLAREMONT LN | HOUSTON | TX | 77019 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BREAKTHROUGH HOUSTON | ||||||||
| 2401 CLAREMONT LN | HOUSTON | TX | 77019 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| BUDDHAS LIGHT INTERNATIONAL ASSOCIATION - HOUSTON | ||||||||
| 12606 JEBBIA LN | STAFFORD | TX | 77477 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BUDDHAS LIGHT INTERNATIONAL ASSOCIATION | ||||||||
| 3456 GLENMARK DRIVE | HACIENDA HEIGHTS | CA | 91745 | NONE | PC | HAWAII WILDFIRE RELIEF | $100,000 | |
| BUDDHIST GLOBAL RELIEF | ||||||||
| 2020 ROUTE 301 | CARMEL | NY | 10512 | NONE | PC | FOOD SECURITY PROGRAMMING | $200,000 | |
| CANOPY CANOPY CANOPY INC DBA TRIPLE CANOPY | ||||||||
| 264 CANAL STREET 3W | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CENTER FOR CARBON REMOVAL DBA CARBON180 | ||||||||
| 1140 3RD ST NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS INC | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CHARITY GLOBAL INC DBA CHARITY WATER | ||||||||
| PO BOX 5026 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| CHINESE COMMUNITY CENTER INC | ||||||||
| 9800 TOWN PARK DR | HOUSTON | TX | 77036 | NONE | PC | SENIOR CENTER MAINTENANCE | $100,000 | |
| CHRISTIAN HERALD ASSN INC DBA THE BOWERY MISSION | ||||||||
| 355 LEXINGTON AVE 19TH FL | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $16,000 | |
| CITY HARVEST INC | ||||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COMMITTEE OF 100 | ||||||||
| 28 WEST 44TH STREET SUITE 1014 | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| COVENANT HOUSE TEXAS | ||||||||
| 1111 LOVETT BOULEVARD | HOUSTON | TX | 77006 | NONE | PC | BUILDING FOR LIFE CAMPAIGN | $25,000 | |
| CREATE IN CHINATOWN INC DBA THINKCHINATOWN | ||||||||
| 231 W 29 ST SUITE 602 | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| DA CAMERA SOCIETY OF TEXAS DBA DA CAMERA OF HOUSTON | ||||||||
| 1402 SUL ROSS ST | HOUSTON | TX | 77006 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| DIRECT RELIEF | ||||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000,000 | |
| DURHAM LITERACY CENTER INC | ||||||||
| PO BOX 52209 | DURHAM | NC | 27717 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ELECTRONIC FRONTIER FOUNDATION INC | ||||||||
| 815 EDDY ST | SAN FRANCISCO | CA | 94109 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| EMPOWERS AFRICA INC | ||||||||
| 2 BEEKMAN PLACE SUITE 18B | NEW YORK | NY | 10022 | NONE | PC | SINGITA HOLISTIC EARLY CHILDHOOD DEVELOPMENT SUPPORT | $15,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PC | LEGACY MUSEUM | $1,000 | |
| ETERNAL GANDHI MUSEUM HOUSTON INC | ||||||||
| 12379 RICEVILLE SCHOOL ROAD | HOUSTON | TX | 77031 | NONE | PC | CAPITAL CAMPAIGN SUPPORT | $50,000 | |
| FEED MY STARVING CHILDREN | ||||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| FEEDING AMERICA | ||||||||
| 162 N CLARK ST STE 700 | CHICAGO | IL | 60602 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| FLORIDA SOUTHERN COLLEGE | ||||||||
| 111 LAKE HOLLINGSWORTH DR | LAKELAND | FL | 33801 | NONE | PC | POLK MUSEUM OF ART EXPANSION | $300,000 | |
| FLORIDA STATE UNIVERSITY FOUNDATION INC | ||||||||
| 325 WEST COLLEGE AVE | TALLAHASSEE | FL | 32301 | NONE | PC | JOHN & MABLE RINGLING MUSEUM OF ART - CENTER FOR ASIAN ART AND ENDOWMENT | $600,000 | |
| FOUNTAIN PROJECT FOUNDATION | ||||||||
| 10124 SAN PABLO AVE | EL CERRITO | CA | 94530 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| FOUNTAIN PROJECT FOUNDATION | ||||||||
| 10124 SAN PABLO AVE | EL CERRITO | CA | 94530 | NONE | PC | GENERAL OPERATING SUPPORT | $270,000 | |
| FRIENDS FOR LIFE ANIMAL SHELTER | ||||||||
| 107 E 22ND STREET | HOUSTON | TX | 77008 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FRIENDS OF THE NATIONAL MUSEUM OF ASIAN PACIFIC AMERICAN HISTORY DBA FRIEND | ||||||||
| 1612 K STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GIVEDIRECTLY INC | ||||||||
| CHURCH ST STATION PO BOX 3221 | NEW YORK | NY | 10008 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GRAINS OF SALT LEADERSHIP STUDIO | ||||||||
| 35112 SW BALD PEAK RD | HILLSBOROR | OR | 97123 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| GRAMERCY PARK BLOCK ASSOCIATION INC | ||||||||
| 34 GRAMERCY PARK E | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| GREATER HOUSTON PARTNERSHIP FOUNDATION | ||||||||
| 1200 SMITH ST STE 700 | HOUSTON | TX | 77002 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| GREATER HOUSTON PARTNERSHIP FOUNDATION | ||||||||
| 1200 SMITH ST STE 700 | HOUSTON | TX | 77002 | NONE | PC | HOUSTON NEXT CAMPAIGN | $200,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | NONE | PC | AGING IN PLACE PROGRAMMING IN TEXAS | $250,000 | |
| HABITAT FOR HUMANITY OF PORTLAND METRO EAST | ||||||||
| 1478 NE KILLINGSWORTH ST | PORTLAND | OR | 97211 | NONE | PC | WOMEN BUILD PROGRAM | $10,000 | |
| HAMILTON-MADISON HOUSE INC | ||||||||
| 253 SOUTH ST 2ND FL HAMILTON-MADISO | HOUSE | NEW YORK | NY | 10002 | NONE | PC | GENERAL OPERATING SUPPORT | $5,300 |
| HELPING HAND HOME FOR CHILDREN | ||||||||
| 3804 AVE B | AUSTIN | TX | 78751 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| HERMANN PARK CONSERVANCY | ||||||||
| 1700 HERMANN PARK | HOUSTON | TX | 77004 | NONE | PC | PLAY YOUR PARK CAMPAIGN | $25,000 | |
| HOMELESS PRENATAL PROGRAM | ||||||||
| 2500 18TH ST | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HOUSTON BALLET FOUNDATION | ||||||||
| 601 PRESTON ST | HOUSTON | TX | 77002 | NONE | PC | SUPPORT FOR HOUSTON BALLET'S NEW WORK BY STATON WELCH | $25,000 | |
| HOUSTON BOTANIC GARDEN | ||||||||
| 8205 N BAYOU DR | HOUSTON | TX | 77017 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | NONE | PC | THE FOOD FOR BETTER LIVES EXPANSION CAMPAIGN | $1,000,000 | |
| HOUSTON GRAND OPERA ASSOCIATION INC | ||||||||
| 510 PRESTON ST STE 500 | HOUSTON | TX | 77002 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HOUSTON GRAND OPERA ASSOCIATION INC | ||||||||
| 510 PRESTON ST STE 500 | HOUSTON | TX | 77002 | NONE | PC | HGO SEASON SUPPORT | $250,000 | |
| HOUSTON GRAND OPERA ASSOCIATION INC | ||||||||
| 510 PRESTON ST STE 500 | HOUSTON | TX | 77002 | NONE | PC | SEEKING THE HUMAN SPIRIT INITIATIVE | $250,000 | |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 77030 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 77030 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 77030 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 77030 | NONE | PC | MATTER AND MOTION: QUANTUM CHEMISTRY TO ASTROPHYSICS HALL | $1,000,000 | |
| HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 1255 23RD ST NW STE 450 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 1255 23RD ST NW STE 450 | WASHINGTON | DC | 20037 | NONE | PC | EMERGENCY ANIMAL RELIEF FUND | $50,000 | |
| INSTITUTE FOR COLLABORATION IN HEALTH | ||||||||
| 1936 MEADOW VIEW CT NW | ALBUQUERQUE | NM | 87104 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| INSTITUTE FOR COLLABORATION IN HEALTH | ||||||||
| 1936 MEADOW VIEW CT NW | ALBUQUERQUE | NM | 87104 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| INTERFAITH MINISTRIES FOR GREATER HOUSTON | ||||||||
| 3303 MAIN ST | HOUSTON | TX | 77002 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| INTERNATIONAL BUDDHIST PROGRESS SOCIETY | ||||||||
| 3456 GLENMARK DR | HACIENDA HEIGHTS | CA | 91745 | NONE | PC | XI LAI TEMPLE PROJECT ACTIVITIES | $150,000 | |
| INTERNATIONAL BUDDHIST PROGRESS SOCIETY | ||||||||
| 3456 GLENMARK DR | HACIENDA HEIGHTS | CA | 91745 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| INTERNATIONAL SOCIETY FOR THE PERFORMING ARTS FOUNDATION | ||||||||
| 630 NINTH AVENUE 213 | NEW YORK | NY | 100364752 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| INTERNET ARCHIVE | ||||||||
| 300 FUNSTON AVE | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| JOHN HOPKINS UNIVERSITY | ||||||||
| 3910 KESWICK ROAD N4327B | BALTIMORE | MD | 21211 | NONE | PC | THE SMART CHILDREN INITIATIVE | $100,000 | |
| JUNIOR ACHIEVEMENT OF SE TEXAS | ||||||||
| 2115 E GOVERNORS CIR | HOUSTON | TX | 77092 | NONE | PC | BUILDING TOMORROWS CAMPAIGN | $180,000 | |
| KIDS MEALS INC | ||||||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| KIDS MEALS INC | ||||||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | NONE | PC | BUILDING HOPE CAMPAIGN | $350,000 | |
| LITTLE TIGER CHINESE IMMERSION SCHOOL PTO | ||||||||
| 708 E 51ST ST | AUSTIN | TX | 78751 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| LOWER EAST SIDE TENEMENT MUSEUM | ||||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MANZANO DAY SCHOOL | ||||||||
| 1801 CENTRAL AVE NW | ALBUQUERQUE | NM | 87104 | NONE | PC | SCHOOL PROGRAMS AND PROJECTS | $20,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVE 49-3142 | CAMBRIDGE | MA | 02139 | NONE | PC | SLOAN SCHOOL OF MANAGEMENT | $3,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55902 | NONE | PC | BREAST CANCER RESEARCH | $50,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55902 | NONE | PC | SCHOOL OF MEDICINE SCHOLARSHIP FUND | $270,000 | |
| MEALS ON WHEELS PEOPLE INC | ||||||||
| 7710 SW 31ST AVE | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MEDECINS SANS FRONTIERS USA INC DBA DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| MEDWISH INTERNATIONAL | ||||||||
| 1625 E 31ST ST | CLEVELAND | OH | 44114 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| MERCURY CHAMBER ORCHESTRA INC | ||||||||
| 3100 TIMMONS LN SUITE 201 | HOUSTON | TX | 77027 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| METHODIST HOSPITAL DBA METHODIST HOSPITAL FOUNDATION | ||||||||
| 6565 FANNIN ST GB240 | HOUSTON | TX | 77030 | NONE | SO I | GENERAL OPERATING SUPPORT | $10,000 | |
| METHODIST HOSPITAL DBA METHODIST HOSPITAL FOUNDATION | ||||||||
| 6565 FANNIN ST GB240 | HOUSTON | TX | 77030 | NONE | SO I | EMPLOYEE BEHAVIORAL HEALTH AND INTERNATIONAL RESEARCH ETHICS | $200,000 | |
| METROPOLITAN OPERA ASSOCIATION INC | ||||||||
| 30 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | NONE | PC | TRANSFORMING THE MET CAMPAIGN - MET OPERA ON DEMAND | $250,000 | |
| NARRATIVE MAGAZINE INC | ||||||||
| 2443 FILLMORE ST 214 | SAN FRANCISCO | CA | 94115 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| NATIONAL ASIAN-AMERICAN THEATRE COMPANY | ||||||||
| 520 8TH AVE RM 309 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| NATIONAL PUBLIC RADIO INC | ||||||||
| 1111 NORTH CAPITOL ST NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NEW ART PUBLICATIONS INC DBA BOMB MAGAZINE | ||||||||
| 80 HANSON PLACE STE 703 | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING SUPPORT | $19,000 | |
| NEW ART PUBLICATIONS INC DBA BOMB MAGAZINE | ||||||||
| 80 HANSON PLACE STE 703 | BROOKLYN | NY | 11217 | NONE | PC | INTERNATIONAL CORRESPONDENCE / MENTORSHIP PILOT PROJECT | $20,000 | |
| ONESKY | ||||||||
| 1832 SECOND ST STE K | BERKELEY | CA | 94710 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| OREGON FOOD BANK INC | ||||||||
| 7900 NE 33RD DR | PORTLAND | OR | 97211 | NONE | PC | ROOTED + RISING CAMPAIGN | $100,000 | |
| PEN AMERICAN CENTER INC | ||||||||
| 588 BROADWAY STE 303 | NEW YORK | NY | 10012 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 123 WILLIAM ST 10TH FL | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| PLANNED PARENTHOOD GULF COAST INC | ||||||||
| 4600 GULF FREEWAY | HOUSTON | TX | 77023 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PLANNED PARENTHOOD GULF COAST INC | ||||||||
| 4600 GULF FREEWAY | HOUSTON | TX | 77023 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PLANT IT FORWARD | ||||||||
| 4030 WILLOWBEND BLVD | HOUSTON | TX | 77025 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| POLK MUSEUM OF ART INC | ||||||||
| 800 E PALMETTO ST | LAKELAND | FL | 33801 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PORTLAND STREET MEDICINE | ||||||||
| 2717 NE BROADWAY ST | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PROTECT DEMOCRACY PROJECT | ||||||||
| 2020 PENNSYLVANIA AVE NW 163 | WASHINGTON | DC | 200061811 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PUBLIC ADVOCATES INC | ||||||||
| 131 STEUART ST STE 300 | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| REFUGEE AND IMMIGRANT CENTER FOR EDUCATION AND LEGAL SERVICES DBA RAICES | ||||||||
| PO BOX 786100 | SAN ANTONIO | TX | 78278 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| RHODE ISLAND SCHOOL OF DESIGN | ||||||||
| 20 WASHINGTON PLACE | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| RIVER OAKS CHAMBER ORCHESTRA | ||||||||
| 1934 WEST GRAY 311 | HOUSTON | TX | 77019 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 9TH FL | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | SUPPORT FOR THE WORK OF DRS. PRIYA RAJASETHUPATHY AND MARNIA CASKEY | $100,000 | |
| ROMAN CATHOLIC CHURCH OF TRANSFIGURATION AND SAINT JAMES-SA DBA TRANSFIGURA | ||||||||
| 29 MOTT ST | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| RONALD MCDONALD HOUSE HOUSTON | ||||||||
| 1907 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SAHELI DBA ASIAN FAMILY SUPPORT SERVICES OF AUSTIN | ||||||||
| PO BOX 14234 | AUSTIN | TX | 78761 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| SAVE THE CHILDREN FEDERATION INC | ||||||||
| 501 KINGS HIGHWAY E STE 400 | FAIRFIELD | CT | 06825 | NONE | PC | GREEN CLIMATE FUND PROJECT DEVELOPMENT | $100,000 | |
| SEACOLOGY | ||||||||
| 1623 SOLANO AVE | BERKELEY | CA | 94707 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| SEVENTH REGIMENT ARMORY CONSERVANCY INC DBA PARK AVENUE ARMORY | ||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| SMILE TRAIN | ||||||||
| 633 THIRD AVENUE 9TH FL | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| ST JOHNS SCHOOL | ||||||||
| 2401 CLAREMONT LN | HOUSTON | TX | 77019 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ST JOHNS SCHOOL | ||||||||
| 2401 CLAREMONT LN | HOUSTON | TX | 77019 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| TEACH FOR AMERICA | ||||||||
| 2 GREENWAY PLAZA SUITE 500 | HOUSTON | TX | 77046 | NONE | PC | TEACH FOR AMERICA'S HOUSTON EFFORTS | $10,000 | |
| TEXAS BUSINESS HALL OF FAME FOUNDATION | ||||||||
| 675 BERING DRIVE 200 | HOUSTON | TX | 77057 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TEXAS CHILDRENS HOSPITAL | ||||||||
| 1919 S BRAESWOOD BLVD STE 5214 | HOUSTON | TX | 77030 | NONE | PC | CONTINUING EDUCATION AND TRAINING | $60,000 | |
| TEXAS CHILDRENS HOSPITAL | ||||||||
| 1919 S BRAESWOOD BLVD STE 5214 | HOUSTON | TX | 77030 | NONE | PC | STUDY OF NEURODEGENERATION DISEASES | $3,000,000 | |
| TEXAS SCHOOL VENTURE FUND | ||||||||
| 3900 ESSEX LN STE 1200 | HOUSTON | TX | 77027 | NONE | PC | SUPPORT FOR NEIGHBORHOOD SCHOOLS INC. | $100,000 | |
| TEXAS TRIBUNE INC | ||||||||
| 919 CONGRESS AVE FL 6 | AUSTIN | TX | 78701 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| THE BEACON OF DOWNTOWN HOUSTON | ||||||||
| 1117 TEXAS AVE | HOUSTON | TX | 77002 | NONE | PC | HOMELESS SUPPORT PROGRAM | $100,000 | |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY DBA STANFORD | ||||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | NONE | PC | HAAS CENTER FOR PUBLIC SERVICE | $30,000 | |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY DBA STANFORD | ||||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | NONE | PC | HO CENTER BUDDHIST STUDIES PROGRAMMING | $50,000 | |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY DBA STANFORD | ||||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | NONE | PC | SCHOOL OF HUMANITIES & SCIENCES FELLOWSHIPS AND ASSISTANTSHIPS FOR GRAD STUDENTS | $400,000 | |
| THE BROOKWOOD COMMUNITY INC | ||||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE CLEVELAND CLINIC FOUNDATION | ||||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | NONE | PC | CENTER FOR ATRIAL FIBRILLATION | $50,000 | |
| THE DAVID SHELDRICK WILDLIFE TRUST USA INC | ||||||||
| 25283 CABOT RD 101 | LAGUNA HILLS | CA | 92653 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE EMERY-WEINER CENTER FOR JEWISH EDUCATION DBA EMERYWEINER SCHOOL | ||||||||
| 9825 STELLA LINK RD | HOUSTON | TX | 77025 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE FOUNDATION FOR ART AND HEALING INC | ||||||||
| 77 STEARNS ROAD | BROOKLINE | MA | 02446 | NONE | PC | THE UNLONELY PROJECT | $5,000 | |
| THE IRVIN M SHLENKER SCHOOL OF CONGREGATION BETH ISRAEL | ||||||||
| 5600 N BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE NEW YORK PUBLIC LIBRARY | ||||||||
| 445 5TH AVE 4TH FL | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THE SALVATION ARMY | ||||||||
| 1424 NORTHEAST EXPRESSWAY | BROOKHAVEN | GA | 30329 | NONE | PC | HOPE HOME ON THE CAMPUS OF THE LAKELAND SALVATION ARMY'S GEORGE W. JENKINS COMMUNITY OF HOPE | $125,000 | |
| THE W OSCAR NEUHAUS MEMORIAL FOUNDATION DBA NEUHAUS EDUCATION CENTER | ||||||||
| 4433 BISSONNET | BELLAIRE | TX | 77401 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| TRANSITION PROJECTS INC | ||||||||
| 665 NW HOYT ST | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||||
| 701 CARNEGIE CENTER SUITE 445 | PRINCETON | NJ | 08540 | NONE | PC | GENERAL OPERATING SUPPORT | $22,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST STE 305 | PHILADELPHIA | PA | 19104 | NONE | PC | WHARTON SCHOOL TANGEN HALL SUPPORT | $25,000 | |
| TSINGHUA EDUCATION FOUNDATION N A INC | ||||||||
| 1601 MCCARTHY BLVD STE 8 | MILPITAS | CA | 95035 | NONE | PC | SCHWARZMANN SCHOLARS PROGRAM | $200,000 | |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||||
| BOX 0248 2001 THE EMBARCADERO 3RD | FL | SAN FRANCISCO | CA | 94143 | NONE | PC | SCHOOL OF NURSING AGPCNP LEADERSHIP PROGRAM IN HOME-BASED CARE | $150,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||||
| BOX 0248 2001 THE EMBARCADERO 3RD | FL | SAN FRANCISCO | CA | 94143 | NONE | PC | SCHOOL OF NURSING FELLOWSHIP IN TAIWAN AND CHINA | $350,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||||
| BOX 0248 2001 THE EMBARCADERO 3RD | FL | SAN FRANCISCO | CA | 94143 | NONE | PC | SCHOOL OF NURSING GERIATRIC PRIMARY CARE BILINGUAL SCHOLARSHIP | $10,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||||
| BOX 0248 2001 THE EMBARCADERO 3RD | FL | SAN FRANCISCO | CA | 94143 | NONE | PC | SCHOOL OF MEDICINE RYAN RESIDENCY TRAINING PROGRAM | $102,304 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||||
| BOX 0248 2001 THE EMBARCADERO 3RD | FL | SAN FRANCISCO | CA | 94143 | NONE | PC | SCHOOL OF NURSING AGPCNP LEADERSHIP PROGRAM IN HOME-BASED CARE | $30,000 |
| UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED | ||||||||
| 700 LOMAS BLVD NE | ALBUQUERQUE | NM | 871022568 | NONE | PC | NEW HOSPITAL TOWER EQUIPMENT FUND | $100,000 | |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| 103 SOUTH BUILDING CAMPUS BOX 9100 | CHAPEL HILL | NC | 27599 | NONE | PC | NORTH CAROLINA PUBLIC RADIO SUPPORT | $25,000 | |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | ||||||||
| 7000 FANNIN ST UNIV CTR TOWER STE | 901 | HOUSTON | TX | 77030 | NONE | GOV | MD RESEARCH AND EDUCATION FOR MCGOVERN MEDICAL SCHOOL DIV. OF GASTROENTEROLOGY | $200,000 |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL ST | WELLESLEY HILLS | MA | 02481 | NONE | PC | SCIENCE CENTER AND MATH WING | $2,000,000 | |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL ST | WELLESLEY HILLS | MA | 02481 | NONE | PC | CHAIR FOR INCLUSIVE EXCELLENCE | $600,000 | |
| WILLIAM MARSH RICE UNIVERSITY | ||||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | NONE | PC | COMMUNITY OF ASIAN ALUMNI ANNUAL FUND | $10,000 | |
| WILLIAM MARSH RICE UNIVERSITY | ||||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | NONE | PC | LIU IDEA LAB FOR INNOVATION AND ENTREPRENEURSHIP | $20,000 | |
| WILLIAM MARSH RICE UNIVERSITY | ||||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | NONE | PC | THE DAVID LEEBRON PROFESSORSHIP | $120,000 | |
| WILLIAM MARSH RICE UNIVERSITY | ||||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | NONE | PC | RICE360 NEWBORN ESSENTIAL SOLUTIONS AND TECHNOLOGIES (NEST360) | $660,000 | |
| WOMEN FOR WOMEN INTERNATIONAL | ||||||||
| 2000 M ST NW STE 200 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WORK FOUNDATION INC | ||||||||
| PO BOX 20310 | SANTA BARBARA | CA | 93120 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,679,122 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTIVATE GLOBAL INC | |||||||
| 2600 TENTH STREET SUITE 300 | BERKELEY | CA | 94710 | NONE | PC | ACTIVATE HOUSTON COMMUNITY SUPPORT | $125,000 |
| ASIA SOCIETY | |||||||
| 725 PARK AVE | NEW YORK | NY | 10021 | NONE | PC | THE CENTER GLOBAL EDUCATION | $266,667 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000,000 |
| ETERNAL GANDHI MUSEUM | |||||||
| 12379 RICEVILLE SCHOOL ROAD | HOUSTON | TX | 77031 | NONE | PC | CAPITAL CAMPAIGN SUPPORT | $200,000 |
| FOUNTAIN PROJECT FOUNDATION | |||||||
| 10124 SAN PABLO AVE | EL CERRITO | CA | 94530 | NONE | PC | GENERAL OPERATING SUPPORT | $540,000 |
| HOUSTON BALLET FOUNDATION | |||||||
| 601 PRESTON ST | HOUSTON | TX | 77002 | NONE | PC | SUPPORT FOR HOUSTON BALLET'S NEW WORK BY STATON WELCH | $25,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | NONE | PC | THE FOOD FOR BETTER LIVES EXPANSION CAMPAIGN | $4,000,000 |
| JOHN HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK ROAD N4327B | BALTIMORE | MD | 21211 | NONE | PC | THE SMART CHILDREN INITIATIVE | $100,000 |
| KIDS' MEALS INC | |||||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | NONE | PC | BUILDING HOPE CAMPAIGN SUPPORT TO FUND NEW FACTORY | $650,000 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55902 | NONE | PC | TO ESTABLISH THE TING TSUNG AND WEI FONG CHAO SCHOLARSHIP FUND | $1,080,000 |
| MEDECINS SANS FRONTIERS USA INC DBA DOCTORS WITHOUT BORDERS USA INC | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000,000 |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | SUPPORT FOR THE WORK OF DRS. PRIYA RAJASETHUPATHY AND MARNIA CASKEY | $200,000 |
| WILLIAM MARSH RICE UNIVERSITY | |||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | NONE | PC | SUPPORT FOR SCHOOL OF ARCHITECTURE, KINDER INSTITUTE FOR URBAN RESEARCH'S ASIAN AMERICAN COMMUNITY & UNIVERSITY PRIORITIES | $4,050,000 |
| WILLIAM MARSH RICE UNIVERSITY | |||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | NONE | PC | THE DAVID LEEBRON PROFESSORSHIP | $180,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $17,416,667 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $669,277 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $430,163 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PARTNERSHIP INCOME - NII | 14 | -$93,965 |
| PARTNERSHIP INCOME - NDE | 14 | -$5 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,005,470 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,005,470 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAMLY ASPEN TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NORTH MARKET ST | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $27,000,000 | 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 | $14,453 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,453 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS INVESTMENT GRADE CREDIT FUND | $647,213 | $588,628 |
| GS U.S. MORTGAGES FUND | $662,355 | $605,733 |
| SIX CIRCLES GLOBAL BOND | $607,000 | $597,294 |
| SIX CIRCLES CREDIT OPPORT | $162,074 | $156,209 |
| TIAA-CREF CORE IMPACT BOND FUND | $1,880,427 | $1,746,408 |
| U.S. TREASURY NOTE 4/30/2026 | $36,774 | $37,019 |
| U.S. TREASURY NOTE 8/31/2026 | $34,048 | $33,938 |
| VANGUARD MORTGAGE BACKED SEC | $123,844 | $113,211 |
| VANGUARD TOTAL BOND MARKET INDEX | $490,667 | $452,038 |
| VANGUARD TOTAL INTL BND-ADM | $388,586 | $360,546 |
| VANGUARD INT-TERM CORPORATE | $256,571 | $264,160 |
| VANGUARD TOTAL INTL BND ETF | $248,442 | $253,736 |
| GS ACCESS INVESTMENT GRADE CORPORATE BOND ETF | $150,185 | $154,176 |
| U.S. TREASURY BOND 5/15/2025 | $8,711 | $8,788 |
| U.S. TREASURY BOND 8/15/2025 | $67,309 | $67,636 |
| U.S. TREASURY BOND 12/15/2025 | $99,945 | $100,483 |
| U.S. TREASURY BOND 11/30/2026 | $21,819 | $22,200 |
| U.S. TREASURY BOND 1/31/2030 | $9,492 | $9,793 |
| U.S. TREASURY BOND 2/28/2030 | $168,492 | $178,073 |
| U.S. TREASURY BOND 3/31/2030 | $37,254 | $39,433 |
| U.S. TREASURY BOND 5/31/2030 | $37,467 | $39,700 |
| U.S. TREASURY BOND 8/15/2032 | $33,208 | $33,031 |
| U.S. TREASURY BOND 8/15/2048 | $13,750 | $14,719 |
| U.S. TREASURY BOND 11/15/2048 | $119,328 | $139,606 |
| U.S. TREASURY BOND 5/15/2053 | $18,403 | $20,439 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC CMN | $7,776 | $8,058 |
| ACCENTURE PLC | $6,461 | $28,775 |
| BRISTOL MYERS SQUIBB CO | $9,141 | $9,031 |
| COMCAST CORP-CLASS A | $17,448 | $22,100 |
| CONOCOPHILLIPS | $14,563 | $17,643 |
| ENSYSCE BIOSCIENCES INC | $550,000 | $56,155 |
| FIDELITY 500 INDEX FD | $1,422,521 | $2,445,519 |
| GS U.S. EQUITY DIVIDEND AND PREMIUM FUND | $565,227 | $584,240 |
| HOME DEPOT INC | $6,480 | $21,486 |
| INTERCONTINENTAL EXCHANGE INC | $16,266 | $21,063 |
| INTUIT INC | $16,662 | $26,251 |
| ISHARES CORE MSCI EAFE ETF | $877,079 | $889,294 |
| JPMORGAN BETABUILDERS CANADA ETF | $185,711 | $225,959 |
| JPMORGAN BETABUILDERS EUROPE - ETF | $125,011 | $143,569 |
| JPMORGAN BETABUILDERS JAPAN - ETF | $231,692 | $237,075 |
| LAM RESEARCH CORP | $8,049 | $20,364 |
| MARSH & MCLENNAN COS | $7,138 | $16,294 |
| MASTERCARD INC | $19,013 | $26,017 |
| MCDONALD'S CORP | $7,608 | $26,093 |
| MICROSOFT CORP | $9,459 | $53,022 |
| NEXTERA ENERGY INC | $6,318 | $18,283 |
| NIKE INC | $8,457 | $17,588 |
| NXP SEMICONDUCTORS NV | $14,710 | $20,442 |
| PEPSICO INC | $7,409 | $20,890 |
| PHILIP MORRIS INTERNATIONAL | $19,604 | $19,945 |
| ROCKWELL AUTOMATION INC | $10,365 | $15,214 |
| SHERWIN-WILLIAMS CO | $5,418 | $19,962 |
| SIX CIRCLES INTERNATIONAL | $526,250 | $563,504 |
| SIX CIRCLES U.S. UNCONSTRAINED | $633,300 | $834,835 |
| SPDR S&P 500 ETF | $1,282,399 | $1,951,814 |
| TEXAS INSTRUMENTS INC | $11,820 | $24,887 |
| TRACTOR SUPPLY COMPANY | $11,106 | $12,257 |
| UNION PACIFIC CORP | $9,166 | $14,000 |
| UNITEDHEALTH GROUP | $12,152 | $42,644 |
| VANGUARD WHITEHALL FUNDS | $528,859 | $567,639 |
| ASIA EX-JAPAN EQUITY | $141,406 | $129,964 |
| DEERE & CO | $6,807 | $7,198 |
| HCA HEALTHCARE INC | $10,323 | $10,827 |
| KENVUE INC | $18,302 | $20,152 |
| MORGAN STANLEY | $20,677 | $24,245 |
| S&P GLOBAL INC | $7,585 | $9,691 |
| STRYKER CORP | $18,539 | $20,363 |
| RUSSELL 3000 INDEX FUND (ISHARES) | $3,693,593 | $4,763,076 |
| AMEX HEALTH CARE SELECT SECTOR 'SPDR' FUND (XLV) | $223,962 | $238,665 |
| GS TECHNOLOGY OPPORTUNITIES FUND CLASS P | $897,158 | $914,712 |
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | $154,765 | $165,228 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VINTAGE IV LP | AT COST | $11,097 | $35,998 |
| HX VENTURE FUND II | AT COST | $156,073 | $157,721 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $16,653 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,653 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $25 | $0 | $25 |
| DUES AND SUBSCRIPTIONS | $1,992 | $0 | $1,992 |
| BANK FEES | $5,696 | $0 | $5,696 |
| SOFTWARE EXPENSE | $10,660 | $0 | $10,660 |
| OTHER EXPENSE | $96 | $0 | $96 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME - NII | -$93,965 | -$93,965 | -$93,965 |
| PARTNERSHIP INCOME - NDE | -$5 | -$5 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GOLDMAN SACHS #070-6 - INVESTMENT MANAGEMENT FEES | $57,556 | $57,556 | $0 |
| JPMORGAN #4006 - INVESTMENT MANAGEMENT FEES | $17,155 | $17,155 | $0 |
| GOLDMAN SACHS #708-4 - INVESTMENT MANAGEMENT FEES | $1,635 | $1,635 | $0 |
| JPMORGAN #5002 - INVESTMENT MANAGEMENT FEES | $4,774 | $4,774 | $0 |
| CONSULTING | $300 | $0 | $300 |
| GOLDMAN SACHS #762-3 - INVESTMENT MANAGEMENT FEES | $1,999 | $1,999 | $0 |
| HR/RECRUITING | $1,370 | $0 | $1,370 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $10,000 | $0 | $0 |
| INVESTMENTS - FOREIGN TAXES | $49 | $49 | $0 |
| PROPERTY TAX | $13,033 | $13,033 | $0 |
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