TING TSUNG AND WEI FONG CHAO FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TING TSUNG AND WEI FONG CHAO FOUNDATION (EIN 30-0005201)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202503099349102400
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-05T16:54:30-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST ST SE STE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300005201 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TING TSUNG & WEI FONG CHAO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TING | BusinessNameControlTxt |
| Phone | 7134222004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 POST OAK BLVD STE 150 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770566107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOROTHY JENKINS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7134222004 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA HULS | PreparerPersonNm |
| PTIN | P01315330 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Preparation | 2025-10-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,154,724 | 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 | $24,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $457,420 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $453,605 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,651,167 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,340,807 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,651,167 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $104 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $104 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $26,108,691 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,104,876 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $85,577 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $85,577 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,969 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,969 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,495 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,495 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $147,377 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $117,490 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,887 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $595 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $595 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,302 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39,302 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,233 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,414 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,819 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $359,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $158,801 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $166,247 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,639,985 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,534,985 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,999,033 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $158,801 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,701,232 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,658 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,946,075 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,663,217 | CashBOYAmt |
| Cash EOY | $6,682,539 | CashEOYAmt |
| Cash EOYFMV | $6,672,539 | CashEOYFMVAmt |
| Corporate Stock BOY | $12,105,137 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,822,279 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,931,273 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,105,604 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,391,098 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,862,731 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,472,500 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,472,500 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,472,500 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,472,500 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,054,548 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,142,087 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,215,681 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,401,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,510,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,154,724 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $20,373,240 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,373,240 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,027,766 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,137,263 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,401,006 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,510,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,401,006 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,510,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,401,006 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,658 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,510,664 | SubtotalAmt |
| Other Decreases | $161 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,510,503 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - GS 070-6 | P | $4,769,046 | $4,507,074 | $261,972 | $261,972 |
| PUBLICLY TRADED SECURITIES - GS 554-1 | P | $3,592,126 | $2,090,370 | $1,501,756 | $1,501,756 |
| PUBLICLY TRADED SECURITIES - GS 708-4 | P | $4,252,987 | $4,384,039 | -$131,052 | -$131,052 |
| PUBLICLY TRADED SECURITIES - JPM 5002 | P | $274,323 | $261,396 | $12,927 | $12,927 |
| PUBLICLY TRADED SECURITIES - JPM 4006 | P | $413,969 | $446,761 | -$32,792 | -$32,792 |
| JM TEXAS LAND FUND NO. 2, L.P. | P | $13,690 | $13,690 | $13,690 | |
| CAPITAL GAINS DIVIDENDS | P | $24,666 | $24,666 | $24,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,651,167 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,050 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,050 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,050 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,499 | 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 | $34,499 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,449 | OverpaymentAmt |
| Applied To ES Tax | $7,449 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JADEC LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7134222004 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 POST OAK BLVD SUITE 150 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770566180 | 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 | Yes (1) | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT CHAO | ||||||||
| 2801 POST OAK BLVD SUITE 150 | HOUSTON | TX | 77056 | VICE PRESIDENT & TREASURER | 5.00 | $0 | $0 | $0 |
| JAMES CHAO | ||||||||
| 2801 POST OAK BLVD SUITE 150 | HOUSTON | TX | 77056 | VICE PRESIDENT & SECRETARY | 5.00 | $0 | $0 | $0 |
| DOROTHY JENKINS | ||||||||
| 2801 POST OAK BLVD SUITE 150 | HOUSTON | TX | 77056 | PRESIDENT | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE ELLIS | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANTS OFFICER (FROM | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 50.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $91,091 | CompensationAmt |
| Employee Benefits | $18,386 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS & CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $77,659 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $20,819,183 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,215,513 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,490,497 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,525,193 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,525,193 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $487,878 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,037,315 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,601,866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,601,866 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,050 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,050 | TotalTaxAmt |
| Distributable Before Adj | $1,574,816 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,574,816 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,574,816 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,701,232 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,701,232 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,574,816 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,749,841 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,636,067 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,276,764 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,807,255 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,695,380 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $101,165,307 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,701,232 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,574,816 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,126,416 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $123,291,723 | 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 | $16,749,841 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $106,541,882 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,636,067 | ExcessFromYear4Amt |
| Excess From Year3 | $17,276,764 | ExcessFromYear3Amt |
| Excess From Year2 | $28,807,255 | ExcessFromYear2Amt |
| Excess From Year1 | $21,695,380 | ExcessFromYear1Amt |
| Excess From Current Year | $22,126,416 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (158 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| 19TH NEWS | ||||||||
| 1201 BARBARA JORDAN BLVD STE 700 | 1188 | AUSTIN | TX | 78723 | NONE | PC | GENERAL OPERATING | $1,000 |
| AMERICAN BRAIN FOUNDATION | ||||||||
| 201 CHICAGO AVE | MINNEAPOLIS | MN | 55415 | NONE | PC | GENERAL OPERATING | $1,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING | $500,000 | |
| AMERICAN HOSPITAL OF PARIS FOUNDATION | ||||||||
| 575 MADISON AVE 10TH FL | NEW YORK | NY | 10022 | NONE | SO I | LE NOUVEL AMERICAIN CAPITAL CAMPAIGN | $283,585 | |
| APANO COMMUNITIES UNITED FUND DBA ASIAN PACIFIC AMERICAN NETWORK OF OREGON | ||||||||
| 2788 SE 82ND AVE STE 203 | PORTLAND | OR | 97266 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ART 21 INC | ||||||||
| 231 W 29TH ST STE 706 | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING | $15,000 | |
| ART 21 INC | ||||||||
| 231 W 29TH ST STE 706 | NEW YORK | NY | 10001 | NONE | PC | CAPACITY-BUILDING CAMPAIGN | $60,000 | |
| ASIA SOCIETY TEXAS CENTER | ||||||||
| 1370 SOUTHMORE BLVD | HOUSTON | TX | 77004 | NONE | PC | GENERAL OPERATING | $1,500 | |
| ASIA SOCIETY TEXAS CENTER | ||||||||
| 1370 SOUTHMORE BLVD | HOUSTON | TX | 77004 | NONE | PC | ENDOWMENT FUND | $1,000,000 | |
| ASIA SOCIETY TEXAS CENTER | ||||||||
| 1370 SOUTHMORE BLVD | HOUSTON | TX | 77004 | NONE | PC | ONLINE LEARNING PLATFORM | $200,000 | |
| ASIA SOCIETY | ||||||||
| 725 PARK AVE | NEW YORK | NY | 10021 | NONE | PC | ASIA SOCIETY POLICY INSTITUTE GLOBAL TRANSFORMATION | $100,000 | |
| ASIAN AMERICAN HEALTH COALITION OF THE GREATER HOUSTON AREA DBA HOPE CLINIC | ||||||||
| 7001 CORPORATE DR | HOUSTON | TX | 77036 | NONE | PC | HOPE CLINIC CAPITAL CAMPAIGN & CAMPUS EXPANSION | $400,000 | |
| ASIAN AMERICAN HEALTH COALITION OF THE GREATER HOUSTON AREA DBA HOPE CLINIC | ||||||||
| 7001 CORPORATE DR | HOUSTON | TX | 77036 | NONE | PC | GENERAL OPERATING | $25,000 | |
| ASIAN AMERICAN LEGAL DEFENSE AND EDUCATION FUND | ||||||||
| 99 HUDSON ST 12TH FL | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ASTROS GOLF FOUNDATION | ||||||||
| 501 CRAWFORD ST STE 500 | HOUSTON | TX | 77002 | NONE | PC | MEMORIAL PARK GOLF COURSE PROJECT | $200,000 | |
| AUSTIN HABITAT FOR HUMANITY INC | ||||||||
| 500 W BEN WHITE BLVD | AUSTIN | TX | 78704 | NONE | PC | GENERAL OPERATING | $20,000 | |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | CHAO SCHOLARS INITIATIVE | $300,000 | |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | PANDEMIC THREAT TECHNOLOGY CENTER | $300,000 | |
| BOK TOWER GARDENS INC | ||||||||
| 1151 TOWER BLVD | LAKE WALES | FL | 33853 | NONE | PC | PRESERVE THE LEGACY STEWARD THE FUTURE CAMPAIGN | $50,000 | |
| BOSTON SYMPHONY ORCHESTRA INC | ||||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | PC | TANGLEWOOD FUND | $50,000 | |
| BRANDEIS UNIVERSITY | ||||||||
| 415 S ST MS 126 | WALTHAM | MA | 02453 | NONE | PC | CHAIR PROFESSORSHIPS IN NEUROSCIENCE | $500,000 | |
| BREAKTHROUGH HOUSTON | ||||||||
| 2401 CLAREMONT LN | HOUSTON | TX | 77019 | NONE | PC | GENERAL OPERATING | $10,000 | |
| BREAKTHROUGH HOUSTON | ||||||||
| 2401 CLAREMONT LN | HOUSTON | TX | 77019 | NONE | PC | GENERAL OPERATING | $25,000 | |
| BUDDHAS LIGHT INTERNATIONAL ASSOCIATION - HOUSTON | ||||||||
| 12606 JEBBIA LN | STAFFORD | TX | 77477 | NONE | PC | GENERAL OPERATING | $10,000 | |
| BUDDHAS LIGHT INTERNATIONAL ASSOCIATION - HOUSTON | ||||||||
| 12606 JEBBIA LN | STAFFORD | TX | 77477 | NONE | PC | CHUNG MEI CULTURAL FORUM | $10,000 | |
| BUDDHIST GLOBAL RELIEF | ||||||||
| 2020 ROUTE 301 | CARMEL | NY | 10512 | NONE | PC | FOOD SECURITY PROGRAMMING | $200,000 | |
| BUDDHIST GLOBAL RELIEF | ||||||||
| 2020 ROUTE 301 | CARMEL | NY | 10512 | NONE | PC | RELIEF RESPONSE EFFORTS | $500,000 | |
| CANOPY CANOPY CANOPY INC DBA TRIPLE CANOPY | ||||||||
| 264 CANAL ST STE 3W | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING | $15,000 | |
| CENTER FOR CARBON REMOVAL DBA CARBON180 | ||||||||
| 1140 3RD ST NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS INC | ||||||||
| 199 WATER ST 22ND FL | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING | $25,000 | |
| CENTRAL TEXAS FOOD BANK INC | ||||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | NONE | PC | GENERAL OPERATING | $20,000 | |
| CENTRAL TEXAS VIPASSANA ASSOCIATION INC | ||||||||
| 1810 SAN GABRIEL ST | AUSTIN | TX | 78701 | NONE | PC | DHAMMA SUKHA MEDITATION CENTER | $200,000 | |
| CHARITY GLOBAL INC DBA CHARITY WATER | ||||||||
| PO BOX 5026 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL OPERATING | $60,000 | |
| CHINESE COMMUNITY CENTER INC | ||||||||
| 9800 TOWN PARK DR | HOUSTON | TX | 77036 | NONE | PC | SENIOR CENTER MAINTENANCE | $100,000 | |
| CHRISTIAN HERALD ASSN INC DBA THE BOWERY MISSION | ||||||||
| 355 LEXINGTON AVE 19TH FL | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING | $16,000 | |
| CITY HARVEST INC | ||||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CLIMATEWORKS FOUNDATION | ||||||||
| 235 MONTGOMERY ST STE 1300 | SAN FRANCISCO | CA | 94104 | NONE | PC | CLEAN COOLING PROGRAM | $250,000 | |
| COMMITTEE OF 100 INC DBA C100 | ||||||||
| 257 PARK PLACE AVE S 19TH F | NEW YORK | NY | 10010 | NONE | PC | GENERAL OPERATING | $200,000 | |
| DA CAMERA SOCIETY OF TEXAS DBA DA CAMERA OF HOUSTON | ||||||||
| 1402 SUL ROSS ST | HOUSTON | TX | 77006 | NONE | PC | GENERAL OPERATING | $15,000 | |
| DIRECT RELIEF | ||||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | NONE | PC | UKRAINE RELIEF EFFORTS | $100,000 | |
| DUKE UNIVERSITY | ||||||||
| ALUMNI DEVELOPMENT RECORDS | DURHAM | NC | 27708 | NONE | PC | HUMAN VACCINE INSTITUTE PAN-CORONAVIRUS VACCINE RESEARCH | $225,000 | |
| DUKE UNIVERSITY | ||||||||
| ALUMNI DEVELOPMENT RECORDS | DURHAM | NC | 27708 | NONE | PC | DUKE LAW SCHOOL IMMIGRANT RIGHTS CLINIC | $500,000 | |
| DURHAM LITERACY CENTER INC | ||||||||
| PO BOX 52209 | DURHAM | NC | 27717 | NONE | PC | GENERAL OPERATING | $25,000 | |
| ELECTRONIC FRONTIER FOUNDATION INC | ||||||||
| 815 EDDY ST | SAN FRANCISCO | CA | 94109 | NONE | PC | GENERAL OPERATING | $50,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PC | LEGACY MUSEUM | $1,000 | |
| FEED MY STARVING CHILDREN | ||||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | NONE | PC | GENERAL OPERATING | $50,000 | |
| FEEDING AMERICA | ||||||||
| 162 N CLARK ST STE 700 | CHICAGO | IL | 60602 | NONE | PC | GENERAL OPERATING | $100,000 | |
| FLORIDA SOUTHERN COLLEGE | ||||||||
| 111 LAKE HOLLINGSWORTH DR | LAKELAND | FL | 33801 | NONE | PC | POLK MUSEUM OF ART SUPPORT FOR MUSEUM EXPANSION & GALLERY DEVELOPMENT | $300,000 | |
| FLORIDA STATE UNIVERSITY FOUNDATION INC | ||||||||
| 325 WEST COLLEGE AVE | TALLAHASSEE | FL | 32301 | NONE | PC | JOHN & MABLE RINGLING MUSEUM OF ART SUPPORT FOR THE CENTER FOR ASIAN ART AND THE ASIAN ART ENDOWMENT | $600,000 | |
| FOUNDATION FOR CHINESE CULTURAL HERITAGE | ||||||||
| 2801 POST OAK BLVD STE 150 | HOUSTON | TX | 77056 | NONE | PF | FCCH PROGRAMS | $2,105,000 | |
| FOUNTAIN PROJECT FOUNDATION | ||||||||
| 10124 SAN PABLO AVE | EL CERRITO | CA | 94530 | NONE | PC | GENERAL OPERATING | $20,000 | |
| FRIEDREICHS ATAXIA RESEARCH ALLIANCE FARA | ||||||||
| 533 W UWCHLAN AVE | DOWNINGTOWN | PA | 19335 | NONE | PC | GENERAL OPERATING | $100 | |
| FRIENDS OF THE WORLD FOOD PROGRAM INC | ||||||||
| 1725 EYE ST NW STE 510 | WASHINGTON | DC | 20006 | NONE | PC | UKRAINE RELIEF EFFORTS | $150,000 | |
| GIVEDIRECTLY INC | ||||||||
| CHURCH ST STATION PO BOX 3221 | NEW YORK | NY | 10008 | NONE | PC | GENERAL OPERATING | $10,000 | |
| GRAMERCY PARK BLOCK ASSOCIATION INC | ||||||||
| 34 GRAMERCY PARK E | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $1,000 | |
| GREATER HOUSTON PARTNERSHIP FOUNDATION | ||||||||
| 1200 SMITH ST STE 700 | HOUSTON | TX | 77002 | NONE | PC | HOUSTON NEXT CAMPAIGN | $200,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | NONE | PC | AGING IN PLACE PROGRAMMING IN TEXAS | $250,000 | |
| HABITAT FOR HUMANITY PORTLAND METRO EAST | ||||||||
| PO BOX 11527 1478 NE KILLINGSWORTH | ST | PORTLAND | OR | 97211 | NONE | PC | WOMEN BUILD PROGRAM | $10,000 |
| HAMILTON-MADISON HOUSE INC | ||||||||
| 253 SOUTH ST 2ND FL HAMILTON-MADISO | HOUSE | NEW YORK | NY | 10002 | NONE | PC | GENERAL OPERATING | $5,000 |
| HARRIS COUNTY HOSPITAL DISTRICT FOUNDATION | ||||||||
| 2525 HOLLY HALL STE 292 | HOUSTON | TX | 77054 | NONE | PC | BEN TAUB HOSPITAL TRAUMA CENTER RENOVATION | $1,000,000 | |
| HELPING HAND HOME FOR CHILDREN | ||||||||
| 3804 AVE B | AUSTIN | TX | 78751 | NONE | PC | GENERAL OPERATING | $15,000 | |
| HERMANN PARK CONSERVANCY | ||||||||
| 1700 HERMANN PARK | HOUSTON | TX | 77004 | NONE | PC | PLAY YOUR PARK CAMPAIGN | $50,000 | |
| HOUSTON BALLET FOUNDATION | ||||||||
| 601 PRESTON ST | HOUSTON | TX | 77002 | NONE | PC | COVID-19 RELIEF | $150,000 | |
| HOUSTON GRAND OPERA ASSOCIATION INC | ||||||||
| 510 PRESTON ST STE 500 | HOUSTON | TX | 77002 | NONE | PC | SEEKING THE HUMAN SPIRIT INITIATIVE | $250,000 | |
| HOUSTON GRAND OPERA ASSOCIATION INC | ||||||||
| 510 PRESTON ST STE 500 | HOUSTON | TX | 77002 | NONE | PC | HGO SEASON SUPPORT | $250,000 | |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 77030 | NONE | PC | MATTER & MOTION QUANTUM CHEMISTRY TO ASTROPHYSICS HALL | $1,000,000 | |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 77030 | NONE | PC | GENERAL OPERATING | $10,000 | |
| HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 1255 23RD ST NW STE 450 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING | $10,000 | |
| IMPACT 100 HOUSTON INC | ||||||||
| 2726 BISSONNET ST STE 240-434 | HOUSTON | TX | 77005 | NONE | PC | GENERAL OPERATING | $2,000 | |
| INSIGHT MEDITATION COMMUNITY OF WASHINGTON | ||||||||
| PO BOX 3 | CABIN JOHN | MD | 20818 | NONE | PC | GENERAL OPERATING | $10,000 | |
| INSTITUTE FOR COLLABORATION IN HEALTH | ||||||||
| 1936 MEADOW VIEW CT NW | ALBUQUERQUE | NM | 87104 | NONE | PC | GENERAL OPERATING | $2,000 | |
| INSTITUTE FOR COLLABORATION IN HEALTH | ||||||||
| 1936 MEADOW VIEW CT NW | ALBUQUERQUE | NM | 87104 | NONE | PC | GENERAL OPERATING | $50,000 | |
| INTERFAITH MINISTRIES FOR GREATER HOUSTON | ||||||||
| 3303 MAIN ST | HOUSTON | TX | 77002 | NONE | PC | GENERAL OPERATING | $15,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | NONE | PC | UKRAINE REFUGEE RELIEF | $50,000 | |
| INTERNET ARCHIVE | ||||||||
| 300 FUNSTON AVE | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL OPERATING | $5,000 | |
| JDRF INTERNATIONAL | ||||||||
| 200 VESEY ST 28TH FL | NEW YORK | NY | 10281 | NONE | PC | GENERAL OPERATING | $10,000 | |
| JEWISH FEDERATION OF GREATER HOUSTON | ||||||||
| 5603 S BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PC | GENERAL OPERATING | $800 | |
| KIDS MEALS INC | ||||||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | NONE | PC | GENERAL OPERATING | $2,000 | |
| LITTLE TIGER CHINESE IMMERSION SCHOOL PTO | ||||||||
| 708 E 51ST ST | AUSTIN | TX | 78751 | NONE | PC | LITTLE TIGER CHINESE IMMERSION SCHOOL SCIENCE LAB | $15,000 | |
| LOWER EAST SIDE TENEMENT MUSEUM | ||||||||
| 103 ORCHARD ST | NEW YORK | NY | 10002 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MANZANO DAY SCHOOL | ||||||||
| 1801 CENTRAL AVE NW | ALBUQUERQUE | NM | 87104 | NONE | PC | SCHOOL PROGRAMS AND PROJECTS | $20,000 | |
| MASS DESIGN GROUP | ||||||||
| 1 CHANDLER ST | BOSTON | MA | 02116 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVE 49-3142 | CAMBRIDGE | MA | 02139 | NONE | PC | LEADERS GIVE CHALLENGE GENERAL OPERATING | $3,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55902 | NONE | PC | BREAST CANCER RESEARCH | $50,000 | |
| MEALS ON WHEELS PEOPLE INC | ||||||||
| 7710 SW 31ST AVE | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MEDECINS SANS FRONTIERS USA INC DBA DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING | $100,000 | |
| MEDECINS SANS FRONTIERS USA INC DBA DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING | $400,000 | |
| MEDWISH INTERNATIONAL | ||||||||
| 1625 E 31ST ST | CLEVELAND | OH | 44114 | NONE | PC | GENERAL OPERATING | $20,000 | |
| METHODIST HOSPITAL | ||||||||
| 6565 FANNIN ST GB240 | HOUSTON | TX | 77030 | NONE | PC | EMPLOYEE BEHAVIORAL HEALTH PROGRAM & INTERNATIONAL RESEARCH ETHICS PROGRAM | $200,000 | |
| METHODIST HOSPITAL | ||||||||
| 6565 FANNIN ST GB240 | HOUSTON | TX | 77030 | NONE | PC | TRANSLATIONAL RESEARCH ACCELERATOR PROGRAM | $25,000 | |
| METROPOLITAN OPERA ASSOCIATION INC | ||||||||
| 30 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | NONE | PC | TRANSFORMING THE MET CAMPAIGN & MET OPERA ON DEMAND | $250,000 | |
| MILLER THEATRE ADVISORY BOARD INC DBA MILLER OUTDOOR THEATRE | ||||||||
| P O BOX 66267 | HOUSTON | TX | 77266 | NONE | PC | 100TH ANNIVERSARY CAPITAL CAMPAIGN | $1,000 | |
| NARRATIVE MAGAZINE INC | ||||||||
| 2443 FILLMORE ST 214 | SAN FRANCISCO | CA | 94115 | NONE | PC | GENERAL OPERATING | $20,000 | |
| NATIONAL ASIAN-AMERICAN THEATRE COMPANY | ||||||||
| 520 8TH AVE RM 309 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $1,000 | |
| NATIONAL PUBLIC RADIO INC | ||||||||
| 1111 NORTH CAPITOL ST NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING | $10,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | NONE | PC | INDIA PROGRAM | $200,000 | |
| NEW ART PUBLICATIONS INC DBA BOMB MAGAZINE | ||||||||
| 80 HANSON PLACE STE 703 | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING | $19,000 | |
| NEW ART PUBLICATIONS INC DBA BOMB MAGAZINE | ||||||||
| 80 HANSON PLACE STE 703 | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING | $10,000 | |
| OCEAN CLEANUP NORTH PACIFIC FOUNDATION DBA THE OCEAN CLEANUP | ||||||||
| 228 EAST 45TH ST STE 9E | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING | $20,000 | |
| OFICINA LEGAL DEL PUEBLO UNIDO INC DBA TEXAS CIVIL RIGHTS PROJECT | ||||||||
| PO BOX 17757 | AUSTIN | TX | 78760 | NONE | PC | GENERAL OPERATING | $21,666 | |
| ONESKY | ||||||||
| 1832 SECOND ST STE K | BERKELEY | CA | 94710 | NONE | PC | GENERAL OPERATING | $200,000 | |
| OREGON FOOD BANK INC | ||||||||
| 7900 NE 33RD DR | PORTLAND | OR | 97211 | NONE | PC | ROOTED + RISING CAMPAIGN | $100,000 | |
| OREGON STATE UNIVERSITY FOUNDATION | ||||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 973331068 | NONE | PC | PATRICIA VALIAN RESEARCH CENTER FOR THE CREATIVE ARTS | $5,000 | |
| PEN AMERICAN CENTER INC | ||||||||
| 588 BROADWAY STE 303 | NEW YORK | NY | 10012 | NONE | PC | PEN UKRAINE | $10,000 | |
| PEN AMERICAN CENTER INC | ||||||||
| 588 BROADWAY STE 303 | NEW YORK | NY | 10012 | NONE | PC | GENERAL OPERATING | $25,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 123 WILLIAM ST 10TH FL | NEW YORK | NY | 10038 | NONE | PC | PP FEDERATION OF AMERICA & PP GULF COAST | $500,000 | |
| PLANNED PARENTHOOD GULF COAST INC | ||||||||
| 4600 GULF FREEWAY | HOUSTON | TX | 77023 | NONE | PC | GENERAL OPERATING | $50,000 | |
| POLK MUSEUM OF ART INC | ||||||||
| 800 E PALMETTO ST | LAKELAND | FL | 33801 | NONE | PC | GENERAL OPERATING | $50,000 | |
| PORTLAND STREET MEDICINE | ||||||||
| 2717 NE BROADWAY ST | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PUBLIC ADVOCATES INC | ||||||||
| 131 STEUART ST STE 300 | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL OPERATING | $8,000 | |
| RAINFOREST CONNECTION DBA RFCX | ||||||||
| 440 COBIA DR STE 1902 | KATY | TX | 77494 | NONE | PC | GENERAL OPERATING | $5,000 | |
| RHODE ISLAND SCHOOL OF DESIGN | ||||||||
| 20 WASHINGTON PLACE | PROVIDENCE | RI | 02903 | NONE | PC | ANNUAL FUND FOR SCHOLARSHIPS | $10,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 9TH FL | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $50,000 | |
| ROMAN CATHOLIC CHURCH OF TRANSFIGURATION AND SAINT JAMES-SA DBA TRANSFIGURA | ||||||||
| 29 MOTT ST | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING | $5,000 | |
| SAHELI DBA ASIAN FAMILY SUPPORT SERVICES OF AUSTIN | ||||||||
| PO BOX 16254 | AUSTIN | TX | 78761 | NONE | PC | GENERAL OPERATING | $200,000 | |
| SAVE THE CHILDREN FEDERATION INC | ||||||||
| 501 KINGS HIGHWAY E STE 400 | FAIRFIELD | CT | 06825 | NONE | PC | GREEN CLIMATE FUND PROJECT DEVELOPMENT | $100,000 | |
| SEACOLOGY | ||||||||
| 1623 SOLANO AVE | BERKELEY | CA | 94707 | NONE | PC | ISLAND CONSERVATION EFFORTS | $20,000 | |
| SEVENTH REGIMENT ARMORY CONSERVANCY INC DBA PARK AVENUE ARMORY | ||||||||
| 643 PARK AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING | $20,000 | |
| SOUTHERN POVERTY LAW CENTER INC | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL OPERATING | $25,000 | |
| ST JOHNS SCHOOL | ||||||||
| 2401 CLAREMONT LN | HOUSTON | TX | 77019 | NONE | PC | ANNUAL FUND GENERAL OPERATING | $10,000 | |
| ST JOHNS SCHOOL | ||||||||
| 2401 CLAREMONT LN | HOUSTON | TX | 77019 | NONE | PC | ANNUAL FUND GENERAL OPERATING | $15,000 | |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | NONE | PC | HAAS CENTER FOR PUBLIC SERVICE | $30,000 | |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | NONE | PC | SCHOOL OF HUMANITIES AND SCIENCES FELLOWSHIPS & ASSISTANTSHIPS FOR GRADUATE STUDENTS SPECIALIZING IN THE FIELD OF BUDDHISM | $400,000 | |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | NONE | PC | HO CENTER BUDDHIST STUDIES PROGRAMMING | $50,000 | |
| TEXAS CHILDRENS HOSPITAL | ||||||||
| 1919 S BRAESWOOD BLVD STE 5214 | HOUSTON | TX | 77030 | NONE | PC | JAN AND DAN DUNCAN NEUROLOGICAL RESEARCH INSTITUTE CHAO INNOVATION NETWORK FOR NEURODEGENERATIVE DISEASE | $3,000,000 | |
| TEXAS CHILDRENS HOSPITAL | ||||||||
| 1919 S BRAESWOOD BLVD STE 5214 | HOUSTON | TX | 77030 | NONE | PC | OBGYN SIMULATION PROGRAM | $125,000 | |
| TEXAS SCHOOL VENTURE FUND | ||||||||
| 3900 ESSEX LN STE 1200 | HOUSTON | TX | 77027 | NONE | PC | NEIGHBORHOOD SCHOOLS SUPPORT | $100,000 | |
| TEXAS TRIBUNE INC | ||||||||
| 919 CONGRESS AVE FL 6 | AUSTIN | TX | 78701 | NONE | PC | GENERAL OPERATING | $20,000 | |
| THE BEACON OF DOWNTOWN HOUSTON | ||||||||
| 1117 TEXAS AVE | HOUSTON | TX | 77002 | NONE | PC | GENERAL OPERATING | $100,000 | |
| THE CLEVELAND CLINIC FOUNDATION | ||||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | NONE | PC | CENTER FOR ATRIAL FIBRILLATION | $50,000 | |
| THE COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY INC | ||||||||
| 241 EARL GARRETT ST | KERRVILLE | TX | 78028 | NONE | PC | UVALDE STRONG FUND | $10,000 | |
| THE FOUNDATION FOR ART AND HEALING INC | ||||||||
| 77 STEARNS RD | BROOKLINE | MA | 02446 | NONE | PC | UNLONELY PROJECT | $5,000 | |
| THE IRVIN M SHLENKER SCHOOL OF CONGREGATION BETH ISRAEL | ||||||||
| 5600 N BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PC | GENERAL OPERATING | $1,000 | |
| THE JAMES BEARD FOUNDATION INC | ||||||||
| 34 WEST 15TH ST | NEW YORK | NY | 10011 | NONE | PC | COMMUNITY AND RACIAL EQUITY PROGRAMMING | $10,000 | |
| THE NEW YORK PUBLIC LIBRARY | ||||||||
| 445 5TH AVE 4TH FL | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING | $15,000 | |
| THE UNIVERSITY OF TEXAS AT AUSTIN (UT DELL MEDICAL SCHOOL) | ||||||||
| PO BOX 7159 | AUSTIN | TX | 787137159 | NONE | GOV | UT AUSTIN DELL MEDICAL SCHOOL LONG COVID CLINIC | $250,000 | |
| THE UNIVERSITY OF TEXAS AT AUSTIN (UT SCHOOL OF NURSING) | ||||||||
| 1710 RED RIVER ST | AUSTIN | TX | 78712 | NONE | GOV | UT AUSTIN SCHOOL OF NURSING VAMOS PROGRAM | $100,000 | |
| TRANSITION PROJECTS INC | ||||||||
| 665 NW HOYT ST | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $5,000 | |
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||||
| 701 CARNEGIE CTR STE 442 | PRINCETON | NJ | 08540 | NONE | PC | GENERAL OPERATING | $33,334 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST STE 305 | PHILADELPHIA | PA | 19104 | NONE | PC | WHARTON SCHOOL TANGEN HALL SUPPORT | $25,000 | |
| TSINGHUA EDUCATION FOUNDATION N A INC | ||||||||
| 1601 MCCARTHY BLVD STE 8 | MILPITAS | CA | 95035 | NONE | PC | SCHWARZMAN SCHOLARS PROGRAM | $200,000 | |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | ||||||||
| 1995 UNIVERSITY AVE STE 401 | BERKELEY | CA | 94704 | NONE | PC | FINANCIAL AID FOR INTERNATIONAL STUDENTS OF MODERN CHINESE HISTORY PURSUING A GRADUATE DEGREE OR POST-DOCTORAL RESIDENTAL FELLOWSHIP | $120,000 | |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||||
| BOX 0248 2001 THE EMBARCADERO 3RD | FL | SAN FRANCISCO | CA | 94143 | NONE | PC | UCSF SCHOOL OF NURSING INTERNATIONAL EVIDENCE-BASED PRACTICE TRAINING FELLOWSHIP & NURSE EXECUTIVE FELLOWSHIP | $350,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||||
| BOX 0248 2001 THE EMBARCADERO 3RD | FL | SAN FRANCISCO | CA | 94143 | NONE | PC | UCSF SCHOOL OF NURSING ADULT-GERONTOLOGY PRIMARY CARE NURSE PRACTITIONER LEADERSHIP PROGRAM IN HOME-BASED CARE | $150,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||||
| BOX 0248 2001 THE EMBARCADERO 3RD | FL | SAN FRANCISCO | CA | 94143 | NONE | PC | UCSF SCHOOL OF NURSING NEED-BASED SCHOLARSHIPS FOR BILINGUAL STUDENTS SPECIALIZING IN GERIATRIC PRIMARY CARE TRAINING | $10,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||||
| BOX 0248 2001 THE EMBARCADERO 3RD | FL | SAN FRANCISCO | CA | 94143 | NONE | PC | UCSF SCHOOL OF NURSING NURSE PRACTITIONER RESIDENCY PROGRAM PLANNING | $150,000 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| 103 SOUTH BUILDING CAMPUS BOX 9100 | CHAPEL HILL | NC | 27599 | NONE | PC | NORTH CAROLINA PUBLIC RADIO SUPPORT | $25,000 | |
| UNIVERSITY OF TEXAS LAW SCHOOL FOUNDATION | ||||||||
| 727 E DEAN KEETON ST | AUSTIN | TX | 78705 | NONE | PC | BERNARD AND AUDRE RAPOPORT CTR. FOR HUMAN RIGHTS AND JUSTICE - SISSY FARENTHOLD REPRODUCTIVE JUSTICE DEFENSE RESOURCE PROJECT | $150,000 | |
| UNIVERSITY OF TEXAS SYSTEM (UT HEALTH SCIENCE CTR AT HOUSTON) | ||||||||
| 7000 FANNIN ST UNIV CTR TOWER STE | 901 | HOUSTON | TX | 77030 | NONE | GOV | UT HEALTH SCIENCE CTR. HOUSTON & MCGOVERN MEDICAL SCHOOL DIV. OF GASTROENTEROLOGY, HEPATOLOGY AND NUTRITION RESEARCH & EDUCATION SUPPORT | $200,000 |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL ST | WELLESLEY HILLS | MA | 02481 | NONE | PC | SCIENCE CENTER & MATH WING SUPPORT | $2,000,000 | |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL ST | WELLESLEY HILLS | MA | 02481 | NONE | PC | CHAIR FOR INCLUSIVE EXCELLENCE | $600,000 | |
| WILLIAM MARSH RICE UNIVERSITY | ||||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | NONE | PC | RICE360 NEWBORN ESSENTIAL SOLUTIONS AND TECHNOLOGIES (NEST360) INITIATIVE | $660,000 | |
| WILLIAM MARSH RICE UNIVERSITY | ||||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | NONE | PC | NEED-BASED FINANCIAL ASSISTANCE FOR UNDERREPRESENTED MINORITY ENGINNERING STUDENTS | $20,000 | |
| WILLIAM MARSH RICE UNIVERSITY | ||||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | NONE | PC | SHEPHERD SCHOOL OF MUSIC RUMPAC PROJECT | $300,000 | |
| WOMEN FOR WOMEN INTERNATIONAL | ||||||||
| 2000 M ST NW STE 200 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $25,000 | |
| WORK FOUNDATION INC | ||||||||
| PO BOX 20310 | SANTA BARBARA | CA | 93120 | NONE | PC | GENERAL OPERATING | $50,000 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | PC | UKRAINE RELIEF EFFORTS | $100,000 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | PC | UKRAINE RELIEF EFFORTS | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,639,985 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHARITY GLOBAL INC DBA CHARITY WATER | ||||||||
| PO BOX 5026 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL OPERATIONS | $120,000 | |
| DUKE UNIVERSITY | ||||||||
| ALUMNI DEVELOPMENT RECORDS | DURHAM | NC | 27708 | NONE | PC | DUKE IMMIGRATION RIGHTS LAW CLINIC GRANT | $2,000,000 | |
| FLORIDA SOUTHERN COLLEGE | ||||||||
| 111 LAKE HOLLINGSWORTH DR | LAKELAND | FL | 33801 | NONE | PC | POLK MUSEUM OF ART EXPANSION | $700,000 | |
| HERMANN PARK CONSERVANCY | ||||||||
| 1700 HERMANN PARK | HOUSTON | TX | 77004 | NONE | PC | PLAY YOUR PARK CAMPAIGN | $75,000 | |
| JUNIOR ACHIEVEMENT OF SE TEXAS | ||||||||
| 2115 E GOVERNORS CIR | HOUSTON | TX | 77092 | NONE | PC | BUILDING TOMORROWS CAMPAIGN | $900,000 | |
| METROPOLITAN OPERA ASSOCIATION INC | ||||||||
| 30 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATIONS | $500,000 | |
| OREGON FOOD BANK INC | ||||||||
| 7900 NE 33RD DR | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATIONS | $400,000 | |
| TEXAS SCHOOL VENTURE FUND | ||||||||
| 3900 ESSEX LN STE 1200 | HOUSTON | TX | 77027 | NONE | PC | SUPPORT FOR NEIGHBORHOOD SCHOOLS INC. | $200,000 | |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||||
| BOX 0248 2001 THE EMBARCADERO 3RD | SAN FRANCISCO | CA | 94143 | NONE | PC | FELLOWSHIPS IN TAIWAN AND CHINA | $1,050,000 | FL |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||||
| BOX 0248 2001 THE EMBARCADERO 3RD | SAN FRANCISCO | CA | 94143 | NONE | PC | SUPPORT FOR THE AGPCNP LEADERSHIP PROGRAM | $600,000 | FL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,545,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $457,420 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,651,167 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,108,691 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,108,691 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAMLY ASPEN TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NORTH MARKET ST | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,000,000 | 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 | $20,495 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,495 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (22 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTL RET | $67,295 | $55,906 |
| GS INVESTMENT GRADE CREDIT FUND | $426,732 | $342,201 |
| GS SHORT-TERM CONSERVATIVE INCOME FUND | $799,400 | $801,383 |
| GS U.S. MORTGAGES FUND | $427,480 | $364,726 |
| ISHARES US TREASURY BOND ETF | $128,432 | $117,940 |
| SIX CIRCLES GLOBAL BOND | $265,000 | $233,118 |
| SIX CIRCLES CREDIT OPPORT | $198,415 | $185,621 |
| TIAA-CREF SOCIAL CHOICE BOND FUND | $1,377,246 | $1,216,412 |
| U.S. TREASURY NOTE 4/30/2026 | $61,249 | $61,755 |
| U.S. TREASURY NOTE 6/30/2024 | $61,678 | $61,514 |
| U.S. TREASURY NOTE 7/31/2026 | $64,088 | $63,698 |
| U.S. TREASURY NOTE 8/31/2026 | $63,358 | $62,951 |
| U.S. TREASURY NOTE 5/15/2032 | $4,680 | $4,624 |
| U.S. TREASURY NOTE 8/15/2032 | $90,679 | $87,735 |
| U.S. TREASURY BOND 5/15/2040 | $62,428 | $56,129 |
| U.S. TREASURY BOND 11/15/2051 | $9,855 | $10,236 |
| U.S. TREASURY BOND 2/15/2052 | $16,936 | $17,555 |
| VANGUARD MORTGAGE BACKED SEC | $79,106 | $66,914 |
| VANGUARD TOTAL BOND MARKET INDEX | $362,472 | $312,217 |
| VANGUARD SHORT-TERM BOND ETF | $122,183 | $112,468 |
| VANGUARD TOTAL INTL BND-ADM | $353,586 | $311,741 |
| VANGUARD TOT BD MKT IDX-ADM | $348,800 | $315,887 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC CMN | $24,075 | $24,888 |
| ACCENTURE PLC | $10,817 | $36,557 |
| AMEX CONSUMER STAPLES SELECT FUND | $164,271 | $223,650 |
| BANK OF AMERICA CORP | $5,547 | $5,630 |
| BLACKROCK INC | $23,977 | $26,219 |
| BRISTOL MYERS SQUIBB CO | $36,561 | $47,343 |
| COMCAST CORP-CLASS A | $24,047 | $24,409 |
| CONOCOPHILLIPS | $17,648 | $21,476 |
| ENSYSCE BIOSCIENCES INC | $550,000 | $41,250 |
| FIDELITY 500 INDEX FD | $1,738,995 | $2,253,868 |
| GS U.S. EQUITY DIVIDEND AND PREMIUM FUND | $529,190 | $481,077 |
| HOME DEPOT INC | $7,005 | $27,480 |
| ILLINOIS TOOL WORKS | $3,179 | $16,302 |
| INDUSTRIAL SELECT SECTOR SPDR | $349,346 | $344,815 |
| INTERCONTINENTAL EXCHANGE INC | $26,145 | $26,058 |
| INTUIT INC | $19,906 | $19,072 |
| ISHARES CORE MSCI EAFE ETF | $884,715 | $785,355 |
| ISHARES RUSSELL 3000 ETF | $3,194,446 | $3,407,299 |
| ISHARES TRUST - ISHARES U.S. AEROSPACE & DEFENSE | $150,669 | $150,452 |
| JOHNSON & JOHNSON | $13,060 | $37,450 |
| JPM BTABLDRS DEV ASIA | $126,438 | $113,247 |
| JPMORGAN BETABUILDERS CANADA ETF | $150,462 | $168,089 |
| JPMORGAN BETABUILDERS EUROPE - ETF | $54,014 | $56,842 |
| JPMORGAN BETABUILDERS JAPAN - ETF | $170,922 | $150,056 |
| JPMORGAN CHASE & CO CMN | $467,396 | $727,493 |
| LAM RESEARCH CORP | $15,247 | $20,595 |
| MARSH & MCLENNAN COS | $14,562 | $28,959 |
| MASTERCARD INC | $23,512 | $26,775 |
| MCDONALD'S CORP | $12,635 | $38,475 |
| MICROSOFT CORP | $8,347 | $48,204 |
| NEXTERA ENERGY INC | $4,804 | $29,762 |
| NIKE INC | $15,136 | $33,816 |
| NXP SEMICONDUCTORS NV | $10,152 | $9,640 |
| PEPSICO INC | $13,071 | $39,203 |
| PHILIP MORRIS INTERNATIONAL | $28,775 | $30,565 |
| PNC FINANCIAL SERVICE | $3,409 | $6,476 |
| ROCKWELL AUTOMATION INC | $13,860 | $17,000 |
| SHERWIN-WILLIAMS CO | $8,579 | $23,496 |
| SIX CIRCLES INTERNATIONAL | $506,250 | $469,849 |
| SIX CIRCLES U.S. UNCONSTRAINED | $467,500 | $511,444 |
| SPDR S&P 500 ETF | $469,312 | $841,346 |
| TARGET CORP | $24,205 | $23,399 |
| TEXAS INSTRUMENTS INC | $18,325 | $37,340 |
| TRACTOR SUPPLY COMPANY | $18,070 | $20,022 |
| UNION PACIFIC CORP | $26,468 | $33,959 |
| UNITEDHEALTH GROUP | $13,208 | $57,259 |
| VANGUARD WHITEHALL FUNDS | $1,082,628 | $1,100,496 |
| VANGUARD WORLD FDS | $281,393 | $266,816 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS COMMODITY STRATEGY FUND | AT COST | $129,688 | $105,841 |
| GS MEZZANINE PARTNERS 2006 LP | AT COST | $129 | $1,134 |
| HEDGE FUND SELECT: PALESTRA LTD | AT COST | $1,000,000 | $1,062,523 |
| VINTAGE IV LP | AT COST | $12,270 | $46,183 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $8,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,500 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADJUSTMENT | Desc |
| Amt | $161 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JM TEXAS LAND NO. 2 LP - OTHER PORTFOLIO DEDUCTIONS | $1,414 | $1,414 | $0 |
| STATE FILING FEES | $119 | $0 | $119 |
| DUES AND SUBSCRIPTIONS | $3,660 | $0 | $3,660 |
| BANK FEES | $2,040 | $0 | $2,040 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JM TEXAS LAND FUND NO. 2, L.P. - OTHER | Desc |
| Revenue And Expenses Per Books | $104 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $104 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $104 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GOLDMAN SACHS #070-6 - INVESTMENT MANAGEMENT FEES | $76,088 | $76,088 | $0 |
| JPMORGAN #4006 - INVESTMENT MANAGEMENT FEES | $34,296 | $34,296 | $0 |
| GOLDMAN SACHS #708-4 - INVESTMENT MANAGEMENT FEES | $1,571 | $1,571 | $0 |
| JPMORGAN #5002 - INVESTMENT MANAGEMENT FEES | $5,535 | $5,535 | $0 |
| CONSULTING | $29,887 | $0 | $29,887 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $34,000 | $0 | $0 |
| JM TEXAS LAND FUND - REAL ESTATE TAXES | $207 | $207 | $0 |
| INVESTMENTS - FOREIGN TAXES | $51 | $51 | $0 |
| PROPERTY TAX | $39,044 | $39,044 | $0 |