FOUNDATION FOR CHINESE CULTURAL HERITAGE: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR CHINESE CULTURAL HERITAGE (EIN 46-0965238)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349105048
- Schema version
- 2024v5.2
- 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 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 | 2025-11-17T14:26:39-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-17 | 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 | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $21,542,887 | 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 | $29,334 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $101,707 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $101,707 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $291,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $291,020 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,439,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,018,502 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,439,150 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $532 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $532 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,861,743 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,832,409 | 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 | $7,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,124 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,124 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,954 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,954 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,307 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,307 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,885 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $822,334 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $822,334 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $885,719 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,885 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $822,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,976,024 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,772,524 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,693 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,979,837 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,979,837 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $11,401,213 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,182,969 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,541,762 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $21,288 | OtherAssetsBOYAmt |
| Other Assets EOY | $21,288 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $21,288 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,459,194 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,184,094 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,542,887 | 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 | $11,459,194 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,184,094 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,459,194 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,184,094 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,459,194 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,184,094 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,459,194 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,976,024 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,748,876 | OtherIncreasesAmt |
| Subtotal | $20,184,094 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,184,094 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH #03637 | P | 2024-01-01 | 2024-12-31 | $2,569,193 | $2,386,981 | $182,212 | $182,212 |
| MERRILL LYNCH #03637 | P | 2023-01-01 | 2024-12-31 | $358,962 | $274,172 | $84,790 | $84,790 |
| WORLD GOLD TR SHS | P | 2023-10-09 | 2024-06-27 | $37,004 | $29,546 | $7,458 | $7,458 |
| WORLD GOLD TR SHS | P | 2023-10-09 | 2024-10-18 | $483 | $483 | $483 | |
| MERRILL LYNCH #03638 | P | 2024-01-01 | 2024-12-31 | $6,377,848 | $5,525,674 | $852,174 | $852,174 |
| U.S. TREASURY BILL | P | 2024-01-01 | 2024-12-31 | $2,225,758 | $2,196,673 | $29,085 | $29,085 |
| MERRILL LYNCH #03638 | P | 2023-01-01 | 2024-12-31 | $130,419 | $98,871 | $31,548 | $31,548 |
| WESTLAKE CORP | P | 2011-02-15 | 2024-04-03 | $5,617,862 | $2,493,366 | $3,124,496 | $3,124,496 |
| EXPAND ENERGY CORP | P | 2024-10-29 | 2024-10-29 | $11 | $11 | $11 | |
| WORLD GOLD TR SHS | P | 2024-01-01 | 2024-12-31 | $23,721 | $23,652 | $69 | $69 |
| ISHARES SILVER TR | P | 2024-01-01 | 2024-12-31 | $445,015 | $502,647 | -$57,632 | -$57,632 |
| ABRDN PLATINUM ETF TRUST | P | 2024-01-01 | 2024-12-31 | $552,443 | $546,158 | $6,285 | $6,285 |
| WORLD GOLD TR SHS | P | 2023-01-01 | 2024-12-31 | $648,990 | $468,269 | $180,721 | $180,721 |
| MERRILL LYNCH #04173 | P | 2024-01-01 | 2024-12-31 | $30,743 | $33,343 | -$2,600 | -$2,600 |
| CAPITAL GAINS DIVIDENDS | P | $50 | $50 | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,439,150 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66,338 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $66,338 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $66,338 | 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 | $1,423 | EsPenaltyAmt |
| Tax Due | $67,761 | 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 |
| 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 (6 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 |
| MARIA S MUNOZ | ||||||||
| 5444 WESTHEIMER SUITE 1435 | HOUSTON | TX | 77056 | VICE PRESIDENT | 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 | $18,798,839 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,096,109 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,894,948 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,894,948 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $298,424 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,596,524 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $979,826 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $979,826 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66,338 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66,338 | TotalTaxAmt |
| Distributable Before Adj | $913,488 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $913,488 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $913,488 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $822,334 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $822,334 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $913,488 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $855,539 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $403,110 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,578,621 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $267,784 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,570,922 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,675,976 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $822,334 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $822,334 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $91,154 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $91,154 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,584,822 | 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 | $764,385 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,820,437 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $403,110 | ExcessFromYear4Amt |
| Excess From Year3 | $1,578,621 | ExcessFromYear3Amt |
| Excess From Year2 | $267,784 | ExcessFromYear2Amt |
| Excess From Year1 | $1,570,922 | ExcessFromYear1Amt |
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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACUPUNCTURE AND INTEGRATIVE MEDICINE COLLEGE - BERKELEY | |||||||||||
| 2550 SHATTUCK AVE | BERKELEY | CA | 94704 | NONE | PF | GENERAL OPERATIONAL EXPENDITURES OF 2024 (WITHOUT DESIGNATED PURPOSE) | $300,000 | ||||
| BROWN UNIVERSITY | |||||||||||
| 69 BROWN ST BOX 1822 | PROVIDENCE | RI | 02912 | NONE | PF | GENERAL OPERATIONAL EXPENDITURES OF 2024 (WITHOUT DESIGNATED PURPOSE) | $29,334 | ||||
| INTERNATIONAL BUDDHIST PROGRESS SOCIETY | |||||||||||
| 1111 INTERNATIONAL PARKWAY | RICHARDSON | TX | 75081 | NONE | PF | DONATION | $30,000 | ||||
| NANJING UNIVERSITY EDUCATION DEVELOPMENT PROGRAM | |||||||||||
| NONE | PF | GENERAL OPERATIONAL EXPENDITURES OF 2024 (WITHOUT DESIGNATED PURPOSE) | $213,000 | 163 XIANLIN ROAD | QIXI DISTRICTM | JIANGSU | CH | ||||
| TAIPEI LI-YUAN PEKING OPERA THEATRE | |||||||||||
| NONE | PF | TO SUPPORT PEKING OPERA THEATRE PERFORMANCES | $150,000 | B1F NO 113 SEC 2 | TAIPEI | TAIWAN | TW | ||||
| TZU CHI FOUNDATION | |||||||||||
| 1100 S VALLEY CENTER AVE | SAN DIMAS | CA | 91773 | NONE | PF | GENERAL OPERATIONAL EXPENDITURES OF 2024 (WITHOUT DESIGNATED PURPOSE) | $100,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $822,334 | 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 | $101,707 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $291,020 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $532 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,439,150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,832,409 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,832,409 | 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 | $29,334 | 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 | $7,000 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $1,540,915 | $1,500,157 |
| MERRILL LYNCH - ACCOUNT #83V-03638 | AT COST | $13,200,339 | $14,550,050 |
| K-1 INVESTMENT | AT COST | $244,977 | $244,977 |
| MERRILL LYNCH - ACCOUNT #83V-043761 | AT COST | $196,738 | $246,578 |
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 | $3,307 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,307 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERRILL LYNCH 4173 | Desc |
| Revenue And Expenses Per Books | $532 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $532 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $532 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BOOK VALUE | Desc |
| Amt | $4,748,876 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $45,124 | Amt |
| Net Investment Income | $45,124 | 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 | $7,954 | Amt |
| Net Investment Income | $7,954 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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