PING AND AMY CHAO FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PING AND AMY CHAO FAMILY FOUNDATION (EIN 20-6750125)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-03-14
- IRS object ID
- 202510739349101001
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-14T07:45:22-04:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206750125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ping and Amy Chao Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PING | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ping Chao | PersonNm |
| Person Title | Co-Trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-01-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,835,738 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,149 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,149 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $83,437 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,437 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $205,032 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,377,222 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $205,032 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $291,618 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $291,618 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $42,149 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,369 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $38,780 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,700 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $7,852 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $7,852 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,966 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,966 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,991 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $29,991 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,369 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,589 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,735,562 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,735,562 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,823,220 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,369 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,818,151 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,531,602 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $288,249 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $469,292 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $227,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $227,861 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,217,799 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,007,941 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,607,877 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,000 | OtherAssetsBOYAmt |
| Total Assets BOY | $3,689,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,235,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,835,738 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,689,091 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,235,802 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,689,091 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,235,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,689,091 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,235,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,689,091 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,531,602 | ExcessRevenueOverExpensesAmt |
| Other Increases | $78,313 | OtherIncreasesAmt |
| Subtotal | $2,235,802 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,235,802 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,377,222 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,172,190 | CostOrOtherBasisAmt |
| Gain Or Loss | $205,032 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $205,032 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $205,032 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,007 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,007 | SubtotalAmt |
| Tax Based On Investment Income | $4,007 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,274 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,274 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,733 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Amy H Chao | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Trustee | 5.0 | $0 | $0 | $0 |
| Jonathan Chao | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Trustee | 1.0 | $0 | $0 | $0 |
| Shiu-Kai Chao | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Trustee | 1.0 | $0 | $0 | $0 |
| Shiu-Ping Chao | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Trustee | 10.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,129,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $466,762 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,595,852 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,595,852 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,938 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,541,914 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,096 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,096 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,007 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,007 | TotalTaxAmt |
| Distributable Before Adj | $173,089 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $173,089 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $173,089 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,818,151 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,818,151 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,089 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,169,802 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,181,574 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,944,224 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,133,383 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,249,138 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,678,121 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,818,151 | QualifyingDistributionsAmt |
| Applied To Current Year | $173,089 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,645,062 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,323,183 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,169,802 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,153,381 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,181,574 | ExcessFromYear4Amt |
| Excess From Year3 | $2,944,224 | ExcessFromYear3Amt |
| Excess From Year2 | $1,133,383 | ExcessFromYear2Amt |
| Excess From Year1 | $1,249,138 | ExcessFromYear1Amt |
| Excess From Current Year | $1,645,062 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1001 FONTAINES POUR DEMAIN | ||||||||||||
| 17-21 RUE SAINT-FIACRE | PARIS | FR | 75002 | N/A | PC | General & Unrestricted | $70,000 | |||||
| ANGKOR HOSPITAL FOR CHILDREN INC | ||||||||||||
| N/A | PC | Training the next generation of Cambodia's healthcare workforce in high quality pediatric care | $112,000 | 139 PLOWDEN RD | PUTNEY | VT | 05346 | |||||
| BURMA HUMANITARIAN MISSION | ||||||||||||
| N/A | PC | Support backpack medic teams operating in conflict regions in northern, western and eastern Myanmar and the training of new backpack medics | $66,000 | 2985 S 800 E | SALT LAKE CITY | UT | 84106 | |||||
| CHILDREN ON THE EDGE | ||||||||||||
| 5 THE VICTORIA 25 ST PANCRAS | CHICHESTER | UK | PO19 7LT | N/A | PC | General & Unrestricted | $62,000 | WEST SUSSEX | ||||
| CHILDRENS HEARTLINK | ||||||||||||
| N/A | PC | Advancing Pediatric Cardiac Care in Hanoi Vietnam by providing training to ~400 clinicians in hands-on skill development and knowledge development | $144,000 | 5075 ARCADIA AVE | EDINA | MN | 55436 | |||||
| FRIENDS WITHOUT A BORDER | ||||||||||||
| N/A | PC | Funding for the entire pharmacy department at Lao Friends Hospital for Children | $150,000 | 101 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | |||||
| GANSU PROVINCIAL MATERNITY AND CHILD-CARE HOSPITAL | ||||||||||||
| 143 QILIHE N ST QILIHE QU | LANZHOU SHI | CH | 730046 | N/A | PC | General & Unrestricted | $200,000 | GANSU SHENG | ||||
| GO LIVE SERVE INTERNATIONAL INC | ||||||||||||
| N/A | PC | General & Unrestricted | $5,000 | PO BOX 1566 | MOUNTAIN VIEW | CA | 94042 | |||||
| HIMALAYAN HEALTHCARE INC | ||||||||||||
| N/A | PC | Women's Health and Child Nutrition Project in Nepal's most marginalized communities | $60,000 | PO BOX 737 | NEW YORK | NY | 10024 | |||||
| HOPE HORIZON EAST PALO ALTO | ||||||||||||
| N/A | PC | Middle School Christian Spiritual Program for East Palo Also and East Menlo Park in California | $30,000 | 1001 BEECH ST | E PALO ALTO | CA | 94303 | |||||
| JENNY LIN FOUNDATION | ||||||||||||
| N/A | PC | General & Unrestricted | $4,000 | PO BOX 21150 | CASTRO VALLEY | CA | 94546 | |||||
| KIDSPIRE | ||||||||||||
| N/A | PC | Support Focus 360 program in three orphanages in Vietnam | $54,000 | 3300 NW 185TH AVE 127 | PORTLAND | OR | 97229 | |||||
| LOVE JUSTICE INTERNATIONAL | ||||||||||||
| N/A | PC | Support the operation of five anti-trafficking transit monitoring stations in Nepal: Birgunj, Hetauda,Bhadrapur/Jogbani,Biratnagar, and Chandrauta | $80,000 | PO BOX 67195 | LINCOLN | NE | 68506 | |||||
| THE FREEDOM STORY | ||||||||||||
| N/A | PC | Scaling holistic child trafficking prevention programming throughout at- risk communities in Chiang Rai, Thailand | $80,000 | 548 MARKET ST PMB 61629 | SAN FRANCISCO | CA | 94104 | |||||
| TRANSPARENT FISH FUND INC | ||||||||||||
| N/A | PC | General & Unrestricted | $120,000 | 171 MAIN ST 658 | LOS ALTOS | CA | 94022 | |||||
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | ||||||||||||
| N/A | PC | U.C.Berkeley Engineering Student Center Expansion and Renovation Fund (SEE ATTACHED GENERAL EXLANATION) | $498,562 | 1995 UNIVERSITY AVE STE 400 | BERKELEY | CA | 94704 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,735,562 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,149 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,437 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $205,032 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $291,618 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $291,618 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I LINE 25 AND PART XIV LINE 3A | IdentifierTxt |
| Form And Line Reference | PART I LINE 25 AND PART XIV LINE 3A | FormAndLineReferenceDesc |
| Medium Explanation | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $498,562 TOTAL BOOK VALUE OF PROPERTY: $420,249 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $498,562 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $ 78,313 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: VANGUARD FTSE DEVELOPED MARKETS UNITS: 9530 DATE OF DISTRIBUTION: 10/02/2024 GRANT RECIPIENT: UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION FMV OF PROPERTY: $498,562 BOOK VALUE OF PROPERTY: $420,249 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $498,562 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| REAL ESTATE SELECT SECTOR SPDR | $62,696 | $66,330 |
| SCHWAB STRATEGIC TREMERGING MK | $13,434 | $15,799 |
| SCHWAB U.S. SMALL-CA | $73,111 | $117,325 |
| SPDR PORTFOLIO SHORT TERM CORP | $79,515 | $80,601 |
| VANGUARD FTSE DEVELOPED MARKET | $5,653 | $5,483 |
| VANGUARD FTSE EMERGING MARKETS | $155,885 | $152,763 |
| VANGUARD GOVT BOND ETF INTERME | $75,218 | $75,854 |
| VANGUARD INTERMEDIATE TERM COR | $73,772 | $76,500 |
| VANGUARD MID-CAP ETF | $192,679 | $285,399 |
| VANGUARD S&P 500 ETF | $638,831 | $1,059,561 |
| VANGUARD SM-CAP ETF | $116,022 | $140,576 |
| VANGUARD TOTAL BOND MARKET ETF | $521,125 | $531,686 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending November 30, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,735,562. This amount represents 25% or more of the Foundation's net assets of $4,012,076 (as measured by fair market value) at the beginning of the Foundation's taxable year ending November 30, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $29,916 | $29,916 |
| State or Local Filing Fees | $75 | $75 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS OF PUBLICLY TRADED SECURITIES | Desc |
| Amt | $78,313 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $35,130 | $35,130 | |
| Investment Management Services | $3,369 | $3,369 | |
| Philanthropic Consulting Srvcs | $3,650 | $3,650 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2024 | CategoryTxt |
| Amt | $1,700 | Amt |