LIAO FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LIAO FAMILY FOUNDATION (EIN 99-4307402)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202601319349100130
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-11T07:30:05-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1920 5TH AVENUE SUITE 2800AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN994307402EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIAO FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIAOBusinessNameControlTxt
Phone4256989052PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113343 NE BEL-RED RD 200AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHEEN LIAOPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone4256989052PhoneNum
Signature2026-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUE ROBISONPreparerPersonNm
PTINP00560072PTIN
Phone2062814444PhoneNum
Preparation2026-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,558,423FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$398,889DividendsRevAndExpnssAmt
Dividends Net Invst Incm$398,889DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,108NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,696,278GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,108CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,407,997TotalRevAndExpnssAmt
Total Net Invst Incm$407,997TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$32,592LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$32,592LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,168AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,084AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,084AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$985TaxesRevAndExpnssAmt
Taxes Net Invst Incm$235TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$14,577OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,517OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$60OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$62,322TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,836TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$39,736TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$79,822TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,836TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$57,236TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,328,175ExcessRevenueOverExpensesAmt
Net Investment Income$386,161NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$886CashBOYAmt
Cash EOY$2,095CashEOYAmt
Cash EOYFMV$2,095CashEOYFMVAmt
Sav And Temp Cash Invst BOY$10,117,698SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,023,500SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,023,500SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$3,421,164CorporateStockEOYAmt
Corporate Stock EOYFMV$3,532,828CorporateStockEOYFMVAmt
Total Assets BOY$10,118,584TotalAssetsBOYAmt
Total Assets EOY$20,446,759TotalAssetsEOYAmt
Total Assets EOYFMV$20,558,423TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,118,584RetainedEarningBOYAmt
Retained Earning EOY$20,446,759RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,118,584TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,446,759TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,118,584TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,446,759TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,118,584TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,328,175ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$20,446,759SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$20,446,759TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$5,696,278GrossSalesPriceAmt
Cost Or Other Basis$5,687,170CostOrOtherBasisAmt
Gain Or Loss$9,108GainOrLossAmt
Gains Minus Excess Or Losses$9,108GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$9,108CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,368InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,368SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,368TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$378EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$378TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$4,990TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JANE OUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4256989052PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line113343 NE BEL-RED RD 200AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98005ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHEEN LIAO
13343 NE BEL-RED ROAD SUITE 200BELLEVUEWA98005PRESIDENT/TREASURER0.25$0$0$0
HONG-WEN CHARNG
13343 NE BEL-RED ROAD SUITE 200BELLEVUEWA98005SECRETARY0.25$0$0$0
VICTORIA ANN LIAO
13343 NE BEL-RED ROAD SUITE 200BELLEVUEWA98005DIRECTOR0.25$0$0$0
VALERIE SARAH LIAO
13343 NE BEL-RED ROAD SUITE 200BELLEVUEWA98005DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,705,246AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$95,338AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,800,584TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,800,584AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$162,009CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,638,575NetVlNoncharitableAssetsAmt
Minimum Investment Return$531,929MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$531,929MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,368TaxBasedOnInvestmentIncomeAmt
Total Tax$5,368TotalTaxAmt
Distributable Before Adj$526,561DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$526,561DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$526,561DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$57,236ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$57,236QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$526,561DistributableAsAdjustedAmt
Undistributed Income PY$13,746UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$57,236QualifyingDistributionsAmt
Applied To Year1$13,746AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$43,490AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$483,071UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHEEN LIAOContributingManagerNm
Contributing ManagerHONG-WEN CHARNGContributingManagerNm
Contributing ManagerVICTORIA ANN LIAOContributingManagerNm
Contributing ManagerVALERIE SARAH LIAOContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
THE FOUNDATION
13343 NE BEL-RED RD 200BELLEVUEWA980054256989052AN APPLICANT MUST SUBMIT THE COMPLETED APPLICATION, INCLUDING ANY APPLICABLE SUPPORTING DOCUMENTATION, TO THE FOUNDATION FOR REVIEW.APPLICATIONS HAVE NO SPECIFIC DEADLINE.GRANT PROPOSALS ARE CONSIDERED ONLY FROM ELIGIBLE ORGANIZATIONS WHO CURRENTLY QUALIFY AS A 501(C)(3) PUBLIC CHARITY. THE FOUNDATION MAY MAKE GRANTS TO FOREIGN GOVERNMENTS/ORGANIZATIONS SO LONG AS THE GRANT IS TO BE USED EXCLUSIVELY FOR CHARITABLE PURPOSES AND HAVE A WRITTEN GRANT AGREEMENT.
THE FOUNDATION
13343 NE BEL-RED RD 200BELLEVUEWA980054256989052AN APPLICANT MUST SUBMIT THE COMPLETED APPLICATION, INCLUDING ANY APPLICABLE SUPPORTING DOCUMENTATION, TO THE FOUNDATION FOR REVIEW.APPLICATIONS HAVE NO SPECIFIC DEADLINE.AN INDIVIDUAL RECIPIENT SHALL BE REQUIRED TO ACKNOWLEDGE RECEIPT OF THE NOTIFICATION IN WRITING INDICATING BOTH ACCEPTANCE OF THE INDIVIDUAL GRANT AND AGREEMENT TO THE REPORTING REQUIREMENTS. SCHOLARSHIP/FELLOWSHIP GRANTS SHALL BE USED EXCLUSIVELY TO PAY TUITION, FEES, BOOKS, SUPPLIES, EQUIPMENT, BOARD, AND LODGING REQUIRED TO ATTEND AND PARTICIPATE IN THE GRANT RECIPIENT'S EDUCATIONAL PROGRAM. EACH RECIPIENT SHALL PROVIDE A COPY OF A SCHOOL TRANSCRIPT, WHICH INCLUDES COURSES TAKEN IN THAT ACADEMIC YEAR AND THE GRADES RECEIVED. EACH RECIPIENT MUST ALSO PROVIDE A FINAL REPORT UPON COMPLETION OF THEIR COURSE OF STUDY FOR WHICH THE SCHOLARSHIP OR FELLOWSHIP WAS AWARDED. THE FOUNDATION MAY CHOOSE TO WAIVE THESE REPORTING REQUIREMENTS IF IT WAS PAID DIRECTLY TO THE EDUCATIONAL INSTITUTION.

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BUDDHIST TZU CHI FOUNDATION
1100 S VALLEY CENTER AVESAN DIMASCA91773PCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$15,000
CANINE COMPANIONS FOR INDEPENDENCE INC
PO BOX 446SANTA ROSACA95402PCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$398,889ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,108ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$407,997ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$407,997TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
CHEEN LIAO
113343 NE BEL-AIR ROAD SUITE 200BELLEVUEWA98005$2,500,000Yes (X)Yes (X)
HONG-WEN CHARNG
213343 NE BEL-AIR ROAD SUITE 200BELLEVUEWA98005$2,500,000Yes (X)Yes (X)
VALERIE SARAH LIAO
313343 NE BEL-AIR ROAD SUITE 200BELLEVUEWA98005$2,500,000Yes (X)Yes (X)
VICTORIA ANN LIAO
413343 NE BEL-AIR ROAD SUITE 200BELLEVUEWA98005$2,500,000Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1106.50 SHARES BRKB$53,6372025-11-20
2106.50 SHARES BRKB$53,6362025-11-20
3259 SHARES META, 448 SHARES AAPL$275,3762025-11-20
468 SHARES OF COST$61,0492025-11-20

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$14,168Amt
Net Investment Income$7,084NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,084DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (210 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COLGATE-PALMOLIVE CO$25,027$25,044
AMERICAN EXPRESS CO$63,724$63,830
HONEYWELL INTERNATIONAL INC$4,833$4,946
CAMDEN PROPERTY TRUST$41,473$41,596
ABBVIE INC$42,188$42,680
TARGET CORP$38,603$39,291
NIKE INC$42,929$43,507
GENERAL DYNAMICS CORP$42,534$42,923
TORONTO-DOMINION BANK/THE$51,136$51,150
CHEVRON USA INC$38,486$39,356
THERMO FISHER SCIENTIFIC INC$41,432$41,760
GEORGIA POWER CO$38,224$38,601
PFIZER INVESTMENT ENTERPRISES PTE LTD$38,098$38,528
S&P GLOBAL INC$38,338$38,719
BHP BILLITON FINANCE USA LTD$38,660$39,138
BROADCOM INC$51,110$51,151
BP CAPITAL MARKETS AMERICA INC$41,769$42,300
CONSUMERS ENERGY CO$38,150$38,636
PNC FINANCIAL SERVICES GRP FXD TO 062028 VAR THRAFTR$42,081$42,539
ENTERPRISE PRODUCTS OPERATING LLC$41,811$42,684
CHUBB INA HOLDINGS LLC$38,267$38,870
COCA-COLA CO$50,871$50,858
PHILIP MORRIS INTERNATIONAL INC$41,125$41,704
AFLAC INC$51,120$51,154
CONSOLIDATED EDISON CO OF NEW YORK INC$41,922$42,650
QUALCOMM INC$37,729$38,714
ANHEUSER-BUSCH INBEV WORLDWIDE INC$41,152$41,994
APPLIED MATERIALS INC$37,717$38,936
ALPHABET INC$41,959$43,228
EMERSON ELECTRIC CO$47,023$47,242
AIR PRODUCTS AND CHEMICALS INC$41,372$42,072
REALTY INCOME CORP$41,489$42,680
AMAZON.COM INC$46,827$47,031
CITIGROUP INC FXD TO 062030 VAR THRAFTR 2.5720%$37,601$38,953
TOYOTA MOTOR CREDIT CORP$41,594$43,051
LOCKHEED MARTIN CORP$41,194$42,037
RIO TINTO FINANCE USA PLC$46,191$46,472
BRISTOL-MYERS SQUIBB CO$41,229$42,601
HOME DEPOT INC$42,130$43,269
AMERIPRISE FINANCIAL INC$41,315$42,419
ERP OPERATING LP$41,837$41,968
META PLATFORMS INC$41,833$42,702
UNITED PARCEL SERVICE INC$41,273$42,260
EATON CORP$41,356$42,338
APPLE INC$40,821$41,603
PIEDMONT NATURAL GAS CO INC$37,500$38,493
PROGRESSIVE CORP$41,383$42,091
MARSH & MCLENNAN COS INC$37,963$38,888
TRUIST FINANCIAL CORP FXD TO 012033 VAR THRAFTR 5.122%$37,443$38,776
PEPSICO SINGAPORE FINANCING I PTE LTD$41,435$42,502
NEWMONT CORP / NEWCREST FINANCE PTY LTD$41,691$42,920
PACCAR FINANCIAL CORP$41,407$42,478
AMPHENOL CORP$43,075$42,684
METLIFE INC$37,466$38,528
CONOCOPHILLIPS CO$37,401$38,596
US BANCORP FXD TO 012034 VAR THRAFTR 5.678%$41,037$42,316
PROLOGIS LP$37,612$38,570
REPUBLIC SERVICES INC$42,838$42,386
WASTE MANAGEMENT INC$37,659$38,636
GOLDMAN SACHS GROUP INC/THE FX D TO 042034 VAR$40,410$41,510
VIRGINIA ELECTRIC AND POWER CO$42,722$42,879
BERKSHIRE HATHAWAY CL-B NEW$213,206$232,727
3I GROUP PLC UNSPONS ADR$543$493
ABB LTD ADR$660$889
ABBVIE INC COM$2,011$2,657
ADIDAS AG$542$450
ADVANCED MICRO DEVICES$1,070$2,273
AIA GROUP LTD SPON ADR$762$1,039
AIR LIQUIDE ADR$573$642
ALLIANZ SE ADR$1,062$1,420
ALPHABET INC CL A$10,467$16,715
AMAZON COM INC$12,213$12,617
AMERICAN TOWER CORP$3,913$3,459
AMGEN INC$2,489$2,928
ANGLO AMERICAN PLC ADR$333$345
AON PLC CL A$633$608
APPLE INC$16,004$19,067
ASML HOLDING NV NY REG NEW$1,018$1,463
ASSOC BRITISH FDS PLC ADR-NEW$836$817
ASTRAZENECA PLC ADR$399$549
BANCO SANTANDER S.A.$953$1,959
BANK HAPOALIM BM SPONS ADR$399$505
BANKINTER NEW$266$513
BERKSHIRE HATHAWAY CL-B NEW$3,729$3,993
BLACKSTONE INC$2,834$2,466
BOSTON SCIENTIFIC CORP$3,187$3,136
BOUYGUES SA UNSPON ADR$605$1,023
BP PLC ADS$681$746
BRITISH AMER TOB SPON ADR$536$837
BROADCOM INC$4,683$7,711
BUREAU VERITAS SA ADR$459$468
CAPGEMINI S E UNSPONSORED ADR$1,113$1,198
CHENIERE ENERGY INC NEW$3,063$2,483
CHIPOTLE MEXICAN GRILL INC COM$2,677$1,929
CHUBB LTD$315$358
CK HUTCHISON HLDGS LTD ADR$572$735
COMPAGNIE FIN RICHEMONTAG ADR$382$458
COMPASS GROUP PLC SPD ADR$736$720
COSTCO WHOLESALE CORP NEW$4,406$4,111
CRH PLC$173$220
DEUTSCHE POST AG ADR$775$1,166
DIPLOMA PLC ADR$400$532
DISCO CORP ADR$173$187
DSV AS ADR$474$501
ECOLAB INC$3,704$3,798
ELI LILLY & CO$5,138$7,507
ENEL SOCIETA PER AZIONI ADR$664$936
ENGIE SPONS ADR$367$458
EXPERIAN GP LTD ADR$500$483
EXXON MOBIL CORP$4,028$4,299
FANUC CORPORATION UNSP ADR$336$448
FUJIFILM HLDGS CORP ADR$818$825
FUJITSU LTD ADR NEW$537$862
GE VERNOVA INC$2,715$3,668
GENL DYNAMICS CORP$1,916$2,410
GILDAN ACTIVEWEAR INC$364$458
GILEAD SCIENCE$1,424$1,599
GOLDMAN SACHS GRP INC$2,294$3,237
GSK PLC ADR$857$1,259
HALMA PLC UNSPON ADR$368$492
HEXAGON AB ADR$357$414
HITACHI 10 COM NEW ADR$138$178
HOME DEPOT INC$5,185$4,339
HONDA MOTOR COMPANY LTD ADR$516$538
HOYA CORP SPONS ADR$458$519
IMCD GROUP N V ADR$206$125
IMI PLC$250$268
INDUSTRIA DE DISENO TEXTIL IND$358$435
ING GROEP NV ADR$350$600
INTERCONTINENTAL HOTLS GRP ADR$368$439
INTUIT INC$4,299$4,336
JOHNSON & JOHNSON$1,168$1,641
JPMORGAN CHASE & CO$6,213$7,768
KBC GROUP NV UNSPONS ADR$400$695
KDDI CORP UNSPON ADR$944$1,048
KERING S A ADR NEW$288$406
KOMATSU LTD SPON ADR NEW$357$343
KONINKLIJKE PHIL EL SP ADR NEW$799$841
LEGRAND SA$373$412
LINDE PLC$371$350
LLOYDS BANKING GROUP PLC$606$1,124
LONDON STOCK EXCHANGE GRP ADR$501$411
LOTTOMATICA GROUP SPA ADR$263$263
MARKS & SPENCER GRP PLC ADR$218$208
MARUWA CO LTD ADR$213$183
MEDTRONIC PLC SHS$221$228
META PLATFORMS INC CL A$4,161$4,609
MICROSOFT CORP$15,170$16,730
MITSUBISHI ELECTRIC ADR$579$1,047
MITSUI FUDOSAN CO LTD ADR$288$399
MIZUHO FNCL INC SPONS ADR$254$366
MONDI PLC ADR$296$244
MTU AERO ENGINES AG$549$661
NASDAQ INC COM$3,805$4,107
NESTLE SPON ADR REP REG SHR$875$1,037
NETFLIX INC$4,021$4,381
NEXTERA ENERGY INC$3,148$3,542
NINTENDO CO LTD ADR NEW$468$350
NIPPON SANSO HOLDINGS CORP ADR$154$164
NITORI HLDGS CO LTD ADR$235$176
NOMURA RESH INST LTD ADR$248$324
NORDEA BANK ABP SPON ADR$351$532
NOVO NORDISK A/S ADR$427$292
NVIDIA CORPORATION$16,746$21,448
ORACLE CORP$3,517$2,962
PALO ALTO NETWORKS INC$3,224$3,214
PERNOD RICARD SA ADR$974$802
PROGRESSIVE CORP OHIO$3,248$2,890
RECRUIT HOLDINGS CO. LTD. ADR$371$324
RELX PLC SPONSORED ADR$716$605
REPUBLIC SERVICES INC$3,762$3,703
RESONA HOLDINGS INC ADR$357$419
ROCHE HOLDINGS ADR$610$813
S&P GLOBAL INC COM$3,155$3,318
SALESFORCE INC$4,620$4,061
SAMPO OYJ UNSPON ADR$304$448
SANOFI ADR$961$922
SECOM LTD ADR$459$494
SEMPRA$2,235$2,152
SHELL PLC ADR$773$850
SHIN ETSU CHEM CO LTD ADR$454$441
SIEMENS AKTIENGESELLSCHAFT$237$321
SNAM S P A ADR$896$1,267
SONY GROUP CORPORATION ADR$720$893
SSE PLC SPON ADR$1,097$1,472
STRYKER CORP$1,929$1,806
SUZUKI MTR CORP ADR$185$237
TECHTRONIC IND LTD SPONS ADR$428$371
TESLA INC$3,868$4,010
THALES USDPONSORD ADR$143$253
THERMO FISHER SCIENTIFIC$4,568$5,197
TOYOTA INDUSTRIES CORP ADR$570$840
TRANE TECHNOLOGIES PLC$3,596$3,570
U S BANCORP COM NEW$2,800$3,197
UNILEVER PLC NEW ADR$657$719
UNITEDHEALTH GP INC$4,522$2,922
UNIVERSAL MUSIC GROUP NV ADR$371$384
UPM KYMMENE CORP ADR$400$423
UTD OVERSEAS BK LTD SPON ADR$975$977
VINCI SA ADR$624$807
VISA INC CL A$5,313$5,785
WALMART INC$2,484$2,902
WELLS FARGO & CO NEW$4,593$5,251
WILLIAMS CO INC$3,283$3,506
WPP PLC SPON NEW ADR$595$305
STATE STREET SPDR BLOOMBERG$727$725
APPLE INC$121,262$121,793
BERKSHIRE HATHAWAY$107,273$107,064
COSTCO WHOLESALE CORP$61,049$58,639
META PLATFORMS INC CL A$154,114$170,963

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$32,592LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$32,592DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$10$0$10
ANNUAL REPORT FEES$25$0$25
BANK FEES$25$0$25
INVESTMENT MANAGEMENT FEES$14,517$14,517$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
CHEEN LIAO
13343 NE BEL-RED ROAD SUITE 200BELLEVUEWA98005
HONG-WEN CHARNG
13343 NE BEL-RED ROAD SUITE 200BELLEVUEWA98005
VALERIE SARAH LIAO
13343 NE BEL-RED ROAD SUITE 200BELLEVUEWA98005
VICTORIA ANN LIAO
13343 NE BEL-RED ROAD SUITE 200BELLEVUEWA98005

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$235$235$0
EXCISE TAXES$750$0$0

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