2025-09-25T07:28:45-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 811567287 DHC & CLC Foundation % Foundation Source DANI 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Cai Li Chang Secretary 8008391754 2025-09-13 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 93818232 X 0 X 5012 5012 972307 972307 -547025 978809 25639 430294 1002958 0 16000 0 0 16000 416737 415654 1083 797848 32573 187989 18112 155877 158954 34575 34575 339 339 253072 1367 251705 1865514 467706 0 459579 442300 442300 2307814 467706 0 901879 -1877520 535252 0 189735 341698 341698 57611187 56136322 81111432 12336290 403082 12092162 11933208 12333452 31650 31650 31650 69924734 68442878 93818232 12707518 13103182 12707518 13103182 X 57217216 55339696 57217216 55339696 69924734 68442878 57217216 -1877520 55339696 55339696 Publicly-traded Securities 978809 953170 25639 25639 25639 7440 7440 7440 7099 0 1000 8099 X 4 655 655 false false false false false false false true true CA DE true false false false false 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 35.0 0 0 0 Daniel Hai-ming Chang Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 15.0 0 0 0 Fidelity Investments 245 SUMMER STREET BOSTON MA 02210 Investment Mgmt 323794 Charles Schwab & Co 3000 SCHWAB WAY WESTLAKE TX 76262 Investment Mgmt 91860 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 73828 EDUCATIONAL LECTURE SERIES - PROVIDE EDUCATIONAL RESOURCES AND LEARNING OPPORTUNITIES THAT ARE NOT COMMONLY AVAILABLE IN CHINESE TO LOCAL CHINESE (MANDARIN)-SPEAKING COMMUNITY 3435 76271201 226128 0 76497329 12896471 63600858 954013 62646845 3132342 3132342 7440 7440 3124902 3124902 3124902 901879 0 0 0 0 901879 3124902 8533429 8533429 901879 901879 0 2223023 2223023 6310406 0 6310406 6310406 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 CAMPANILE FOUNDATION 5500 CAMPANILE DR 168 SAN DIEGO CA 92182 N/A PC Electric Drive Transportation Center in the Electrical and Computer Engineering department 150000 FRIENDS OF COAST WALK TRAIL 1515 COAST WALK LA JOLLA CA 92037 N/A PC Charitable Event 1000 SAN DIEGO CHINESE HISTORICAL SOCIETY AND MUSEUM 404 3RD AVE SAN DIEGO CA 92101 N/A PC General & Unrestricted 300 SHARP HEALTHCARE FOUNDATION 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 N/A PC General & Unrestricted 40000 UNIVERSITY OF SAN DIEGO 5998 ALCALA PARK SAN DIEGO CA 92110 N/A PC To support the renovations of one electrical engineering and entrepreneurship laboratory at USD's Shiley-Macros School of Engineering 50000 UNIVERSITY OF SAN DIEGO 5998 ALCALA PARK SAN DIEGO CA 92110 N/A PC Engineering and Entrepreneurship Lab 200000 442300 14 5012 14 972307 18 -547025 430294 430294 false false false false false false false false false false BOOKKEEPING SERVICES 16000 16000 BUILDING 2022-06-23 4330514 242771 SL 27 157473 LAND 2022-06-23 7995410 L FURNITURE - SOFA 2023-02-01 10366 1357 SL 7 1481 ABB LTD 463940 692859 ABBOTT LABS 692227 707503 ABBVIE INC 486136 689831 ADOBE SYSTEMS, INC 331620 280148 ADVANCED MICRO DEVICES INC 515405 422765 AIR PRODS & CHEM INC 353107 398805 ALBEMARLE CP 641967 245328 ALPHABET INC CL A 1562186 2108802 AMAZON COM 1550867 2114920 AMGEN INC 247615 307555 AMPHENOL CORPORATION 339493 638940 ANALOG DEVICES INC 550403 764856 ANSYS INC 62062 84333 APPLE INC 1648146 2817225 APPLIED MATERIALS INC 1386321 1935297 BANK OF AMERICA CORP 728750 788903 BIOGEN INC 167365 107044 BLACKROCK INC 515540 645819 BOEING CO 180104 139830 BROADCOM INC 1055600 4469874 BUNGE GLOBAL SA 109386 93312 CANADIAN PACIFIC RAILWAY LTD 914778 720009 CAPITAL ONE FINANCIAL CORP 411563 524261 CARRIER GLOBAL 219807 293108 CATERPILLAR INC 371056 707382 CENTENE CORP 320389 248378 CF INDUSTRIES HOLDINGS, INC 530923 662083 CHECK POINT SOFTWARE TECHNOLOG 208716 336060 CHENIERE ENERGY INC 315190 687584 CHEVRON CORP 390835 477972 CHUBB LIMITED 444930 641016 CIGNA CORPORATION 104943 112665 CISCO SYSTEMS INC 589211 612128 CITIGROUP INC 187426 216449 COMERICA INC 265456 201013 CONOCOPHILLIPS 777963 1093548 CORTEVA INC 120076 149007 COSTCO WHOLESALE CORPORATION 664031 1392730 CSX CORP 594948 571179 CVS CAREMARK CORP 538213 244651 D R HORTON 160820 230703 DEERE CO 805311 1080435 DELL TECHNOLOGIES INC CLASS C 253052 582884 DEXCOM, INC 153395 94879 DIAGEO PLC ADS 265813 176711 DOLLAR GENERAL CORP 173251 60656 DOW INC 45760 35435 EAST WEST BANCORP, INC 470792 612864 ELI LILLY & CO 388946 1235200 EXPEDITORS INTL WASH INC 295573 301294 EXXON MOBIL CORP 58750 86056 FEDEX CORPORATION 176742 196931 FREEPORT-MCMORAN COPPER & GOLD 760644 768454 GEN DYNAMICS CP 116304 147554 GILEAD SCIENCES INC 50970 60041 GOLDMAN SACHS GROUP 734365 1150966 HALLIBURTON COMPANY 14663 16314 HOME DEPOT INC 591450 626274 HONEYWELL INTL 310646 377236 ILLINOIS TOOL WORKS 388160 438659 INGERSOLL-RAND INC 10558 15921 INTEL CORP 452653 188971 INTERCONTINENTAL EXCHANGE, INC 455737 506634 INTERNATIONAL BUSINESS MACHINE 64490 109915 INTUIT 1199165 1253858 JOHNSON & JOHNSON 160617 141005 JP MORGAN CHASE 568091 916891 KROGER CO 132270 183450 L3HARRIS TECHNOLOGIES 130100 150350 LABCORP HLDGS INC (LABORATORY 596819 538902 LAM RESEARCH CORP 35723 57784 LINDE PLC COM 355919 479377 LOCKHEED MARTIN CORP 27285 48594 LOWES COMPANIES INC 868885 871204 LVMH MOET HENN UNSP 495512 477019 MAGNA INTERNATIONAL INC 315128 171339 MARATHON PETROLEUM CORP 30355 69750 MARTIN MARIETTA MATLS INC 383876 524248 MARVELL TECHNOLOGY, INC 40370 110450 MASTERCARD INC 347961 543420 MATCH GROUP INC 342796 93845 MEDTRONIC PLC 329606 263604 MERCADOLIBRE, INC 322565 544141 META PLATFORMS INC 514337 878265 MICROSOFT CORP 2172056 2861984 MONDELEZ INTERNATIONAL INC 48503 44798 MONSTER BEVERAGE CORP 88405 105120 MORGAN STANLEY 573099 825980 NASDAQ OMX GROUP 512003 776966 NICE SYSTEMS LTD 514175 335434 NIDEC CORPORATION ADR 116620 35680 NORFOLK SOUTHERN CORP 552509 530422 NVIDIA CORP 2425868 11758431 O'REILLY AUTOMOTIVE INC 69474 118580 OCCIDENTAL PETROLEUM CORP 6791 7214 OCCIDENTAL PETROLEUM CORP WARR 89 496 ORACLE CORP 715559 1346451 OWENS CORNING 200755 391736 PARKER HANNIFIN CP 406079 845920 PAYPAL HOLDINGS, INC 922461 456623 PROCTER GAMBLE CO 222579 234710 PULTE GROUP INC 46555 108900 QORVO INC 425901 193007 QUALCOMM INC 796806 764106 QUANTA SVCS INC 129948 347655 QUEST DIAGNOSTICS 78443 71659 RAYTHEON TECHNOLOGIES CORP 622891 879231 REGENERON PHARMACEUTICALS INC 137831 160274 RESMED INC 761692 748960 ROCHE HOLDING LTD ADR 445793 302235 ROCKWELL AUTOMATION INC 368212 307224 SALESFORCE.COM 563166 852542 SAP AKTIENGESELL ADS 374294 669691 SIEMENS AG 308351 357716 SKYWORKS SOLUTIONS, INC 396563 226134 STARBUCKS CORP COM 477250 394656 STRYKER CORPORATION 433540 664292 TAIWAN SEMICONDUCTOR MFG CO LT 912635 1754699 TARGET CORPORATION 74795 54072 THERMO FISHER SCIENTIFIC INC 638134 641964 UFP INDUSTRIES 39905 56325 UNILEVER PLC AMER 71044 76545 UNION PACIFIC 550770 549576 VALERO ENERGY CORP 443482 684665 VEEVA SYSTEMS INC 51015 63075 VISA INC 470760 742694 WALT DISNEY HOLDINGS CO 424432 307883 WELLS FARGO & CO 138714 210720 WYNDHAM HOTELS & RESORTS INC C 271478 327568 ZIMMER BIOMET HOLDINGS 179978 153164 BUILDING 4330514 400244 3930270 4330514 LAND 7995410 7995410 7995410 FURNITURE - SOFA 10366 2838 7528 7528 A QUIET EVENING- OIL PAINTING 10000 10000 SPRING LIGHT-OIL PAINTING 20000 20000 STATUE - ANGEL MARBLE STATUE 771 771 STATUE - GARDEN MARBLE STATUE 879 879 Administrative Fees 73828 73828 Bank Charges 1367 1367 Computers/Electronic Devices 497 497 Digital Subscriptions 404 404 Equipment Maintenance 1460 1460 Equipment/Furniture Purchase 5709 5709 Office & Supplies 5369 5369 Property insurance 85770 85770 Property Maintenance 78548 78548 State or Local Filing Fees 120 120 LINE OF CREDIT 12707518 13103182 Investment Management Services 415654 415654 DCA EDUCATIONAL LECTURE SERIES 1083 1083 990-PF Estimated Tax for 2024 6400 990-PF Extension for 2023 7600 Foreign Tax Paid 18112 18112 Property Taxes 155877 155877