2021-11-12T08:51:44-06:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 811567287 Daniel Haiming & Cai Li Chang Family Foundation % Foundation Source DANI 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 CAI LI CHANG TREASURER 8008391754 2021-11-08 true CAI LI CHANG 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 10747926 X 3942053 243 243 82901 82901 48880 940308 390305 4074077 473449 0 33972 33972 3329 1729 26135 346 25789 63436 36047 25789 142586 142586 206022 36047 168375 3868055 437402 31593 50742 50742 4524470 8373376 10697184 4556063 8424118 10747926 0 0 X 4556063 8424118 4556063 8424118 4556063 8424118 4556063 3868055 8424118 8424118 Publicly-traded Securities 940308 550003 390305 390305 390305 6080 6080 6080 1734 0 4350 6084 X 4 4 false false false false false false false true true DE true false true false true true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Cai Li Chang Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 1.0 0 0 0 Daniel Hai-ming Chang Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 5840259 98253 0 5938512 0 5938512 89078 5849434 292472 292472 6080 6080 286392 286392 286392 168375 0 0 0 0 168375 0 168375 286392 168375 2018 2017 2016 168375 168375 0 0 286392 0 0 Cai Li Chang Daniel Hai-ming Chang X AMERICAN CHINESE CULTURE AND EDUCATION FOUNDATION PO BOX 723008 SAN DIEGO CA 92172 N/A PC General & Unrestricted 1000 AMERICAN CHINESE CULTURE AND EDUCATION FOUNDATION PO BOX 723008 SAN DIEGO CA 92172 N/A PC Covid-19 Fund 20000 AMERICAN CHINESE CULTURE AND EDUCATION FOUNDATION PO BOX 723008 SAN DIEGO CA 92172 N/A PC Coronavirus Fund 2000 AUSABLE RIVER ASSOCIATION INC PO BOX 8 WILMINGTON NY 12997 N/A PC General & Unrestricted 500 FIDELITY INVESTMENTS CHARITABLE GIFT FUND 200 SEAPORT BLVD MZ NM43A BOSTON MA 02210 N/A PC Chang Family Donor Advised Fund 113086 FRIENDS OF COAST WALK TRAIL 1515 COAST WALK LA JOLLA CA 92037 N/A PC General & Unrestricted 500 FRIENDS OF WE CHINESE IN AMERICA 4151 CLAIREMONT MESA BLVD SAN DIEGO CA 92117 N/A PC General & Unrestricted 500 SAN DIEGO CHINESE AMERICAN ASSOCIATION 7323 CONVOY COURT B111 SAN DIEGO CA 92111 N/A PC Covid-19 Fund 5000 142586 14 243 14 82901 18 48880 132024 132024 false false false false false false false false false false X X 1 Chang Family Irrevocable Trust 1535 Coast Walk La Jolla CA 92037 2266388 X 2 Chang Family Revocable Trust 1535 Coast Walk La Jolla CA 92037 1675665 X 1 NETEASE.COM INC COM STK NTES, 600 sh. 271404 2020-07-08 1 JD.COM, INC JD, 2800 sh. 228816 2020-12-22 1 ALIBABA GROUP HOLDING LTD BABA, 1500 sh. 385313 2020-12-22 1 IAC INTERACTIVE CORP IAC, 700 sh. 125797 2020-12-22 1 MATCH GROUP INC MTCH, 1510 sh. 235326 2020-12-22 1 MONSTER BEVERAGE CORP MNST, 1000 sh. 88405 2020-12-22 1 ACTIVISION BLIZZARD INC ATVI, 1000 sh. 88955 2020-12-22 1 NVIDIA CORP NVDA, 200 sh. 105565 2020-12-22 1 APPLIED MATERIALS INC AMAT, 3800 sh. 327085 2020-12-22 1 WALT DISNEY HOLDINGS CO DIS, 535 sh. 91113 2020-12-22 1 AIR PRODS & CHEM INC APD, 400 sh. 105258 2020-12-22 1 ABBOTT LABS ABT, 1348.262 sh. 145612 2020-12-22 1 STARBUCKS CORP COM SBUX, 500 sh. 51265 2020-12-22 1 LOWES COMPANIES INC LOW, 100 sh. 16474 2020-12-22 2 NETEASE.COM INC COM STK NTES, 250 sh. 122659 2020-07-09 2 INTEL CORP INTC, 4100 sh. 188826 2020-12-22 2 APPLE INC AAPL, 4720 sh. 623182 2020-12-22 2 NASDAQ OMX GROUP NDAQ, 2200 sh. 282832 2020-12-22 2 MASTERCARD INC MA, 432 sh. 144033 2020-12-22 2 SVB FINANCIAL GROUP SIVB, 850 sh. 314135 2020-12-22 ABBOTT LABS 291961 366601 ABBVIE INC 56190 62790 ACTIVISION BLIZZARD INC 106322 129990 ADOBE SYSTEMS, INC 59782 70017 AIR PRODS & CHEM INC 183753 218576 ALIBABA GROUP HOLDING LTD 385312 349095 ALPHABET INC CL A 31607 52579 AMAZON COM 26672 113993 AMGEN INC 36570 45984 AMPHENOL CORPORATION 41631 65385 ANALOG DEVICES INC 77790 137389 APPLE INC 656424 732448 APPLIED MATERIALS INC 410775 491909 BANK OF AMERICA CORP 80661 98508 BAYER A G SPONSORED ADR 15965 14840 BLACKROCK INC 58935 93800 BOEING CO 58161 42812 BRISTOL-MYERS SQUIBB CO 58109 62030 CAPITAL ONE FINANCIAL CORP 18020 19770 CARRIER GLOBAL 6195 11316 CATERPILLAR INC 54812 72808 CENTENE CORP 19358 18009 CHECK POINT SOFTWARE TECHNOLOG 112850 132910 CHENIERE ENERGY INC 11389 12006 CHEVRON CORP 23556 16890 CIGNA CORPORATION 47599 32892 CISCO SYSTEMS INC 65437 67125 CITIGROUP INC 23792 24664 COMERICA INC 43498 33516 CORTEVA INC 6413 9022 COSTCO WHOLESALE CORPORATION 215492 267514 CSX CORP 39684 72600 CVS CAREMARK CORP 39609 40980 D R HORTON 4843 10338 DEERE CO 89877 161430 DELL TECHNOLOGIES INC CLASS C 253052 370700 DEXCOM, INC 12624 11092 DIAGEO PLC ADS 61924 68288 DOW INC 25021 27750 EAST WEST BANCORP, INC 44705 45639 ELI LILLY & CO 84380 101304 EOG RESOURCES INC 21456 9974 EXPEDITORS INTL WASH INC 66622 87501 EXXON MOBIL CORP 58750 32976 FIRST REPUBLIC BANK 27173 44079 FREEPORT-MCMORAN COPPER & GOLD 10592 26020 GLOBE LIFE INC 79969 71220 GOLDMAN SACHS GROUP 34511 52742 HALLIBURTON COMPANY 14663 11340 HOME DEPOT INC 66206 79686 HONEYWELL INTL 62791 95715 HSBC HOLDINGS PLC 53152 28501 IAC INTERACTIVE CORP 172067 246155 ILLINOIS TOOL WORKS 30714 46892 INTEL CORP 188826 204262 INTUIT 55850 79769 JD.COM, INC 228816 246120 JP MORGAN CHASE 51744 69889 KANSAS CITY SOUTHERN 32499 61239 L3HARRIS TECHNOLOGIES 34205 49145 LINDE PLC COM 37625 52702 LOCKHEED MARTIN CORP 27285 35498 LOWES COMPANIES INC 27186 32102 LVMH MOET HENN UNSP 52650 112257 MARTIN MARIETTA MATLS INC 64869 78092 MASTERCARD INC 144033 154198 MATCH GROUP INC 334219 424087 MEDTRONIC PLC 33479 46856 MERCADOLIBRE, INC 58360 167522 MICROSOFT CORP 31927 66726 MONSTER BEVERAGE CORP 88405 92480 MORGAN STANLEY 57136 90460 NASDAQ OMX GROUP 282832 292028 NEW ORIENTAL ED & TECHNOLOGY G 123015 185810 NICE SYSTEMS LTD 26210 56708 NORFOLK SOUTHERN CORP 78648 142566 NVIDIA CORP 133581 208880 OCCIDENTAL PETROLEUM CORP 6791 2527 OCCIDENTAL PETROLEUM CORP WARR 89 123 ORACLE CORP 27828 32345 PAYPAL HOLDINGS, INC 95965 234200 PULTE GROUP INC 4878 8624 QUALCOMM INC 80114 137106 RAYTHEON TECHNOLOGIES CORP 48772 54777 REGENERON PHARMACEUTICALS INC 137831 108700 RESMED INC 54550 106280 SALESFORCE.COM 46032 77886 SCHLUMBERGER LTD 11697 6549 STARBUCKS CORP COM 66059 74886 STRYKER CORPORATION 52957 85764 SVB FINANCIAL GROUP 314134 329656 TAIWAN SEMICONDUCTOR MFG CO LT 124560 250792 THERMO FISHER SCIENTIFIC INC 130302 209601 UNION PACIFIC 31236 62466 V F CORP 5801 8541 VALERO ENERGY CORP 43677 45256 VISA INC 121070 147643 WALT DISNEY HOLDINGS CO 108963 124108 WHIRLPOOL CORP 14180 14439 ZIMMER BIOMET HOLDINGS 13074 15409 Administrative Fees 25764 25764 Bank Charges 346 346 State or Local Filing Fees 25 25 Investment Management Services 33972 33972 Chang Family Irrevocable Trust 1535 Coast Walk La Jolla CA 92037 990-PF Estimated Tax for 2020 1600 Foreign Tax Paid 1729 1729