2025-11-14T10:54:40-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 472356672 The Chin Family Foundation % Foundation Source CHIN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Patricia Chin President 8008391754 2025-11-10 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 8187788 X 2939184 5272 5272 152336 152336 46326 3081707 1149845 3613 3613 3146731 1311066 0 38576 38576 18518 1818 24248 685 23563 81342 41079 23563 2239000 2239000 2320342 41079 2262563 826389 1269987 0 1074970 1055364 1055364 40208 3280487 4105491 4556763 1121858 1131503 1099993 876922 928476 1475668 6394445 7220834 8187788 0 0 X 6394445 7220834 6394445 7220834 6394445 7220834 6394445 826389 7220834 7220834 Publicly-traded Securities 3070955 1894638 1176317 1176317 AG ENERGY PARTNERS II OFFSHORE HOLDINGS LP P 2017-12-07 2024-05-30 10752 37224 -26472 -26472 1149845 17653 17653 17653 11938 0 6500 18438 X 0 785 785 false false false false false false true true true 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 Pamela Elizabeth Chin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Patricia A Chin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 1.0 0 0 0 William Chin Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, Dir 1.0 0 0 0 William Edward Chin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 5095217 325748 1472286 6893251 0 6893251 103399 6789852 339493 339493 17653 17653 321840 321840 321840 2262563 0 0 0 0 2262563 321840 51726 135122 2833432 3020280 2262563 321840 1940723 4961003 0 51726 4909277 135122 2833432 1940723 Patricia A Chin William Chin X ABERCROMBIE & KENT PHILANTHROPY INC 1411 OPUS PL STE 300 DOWNERS GROVE IL 60515 N/A PC Nakatindi student lunch program 75000 CALIFORNIA STATE UNIVERSITY LOS ANGELES FOUNDATION 5151 STATE UNIVERSITY DR ADM 802 LOS ANGELES CA 90032 N/A PC Charitable Event 5000 DENISON UNIVERSITY PO BOX 2007 MOUNT VERNON OH 43050 N/A PC Chin Family Scholars Fund 750000 GREATER LOS ANGELES ZOO ASSOCIATION 655 N CENTRAL AVE 17TH FL GLENDALLE CA 91203 N/A PC General & Unrestricted 20000 INSIDE CLIMATE NEWS 26 COURT ST STE 1617 BROOKLYN NY 11242 N/A PC General & Unrestricted 5000 LA MIRADA THEATRE FOR THE PERFORMING ARTS FOUNDATI 13700 LA MIRADA BLVD LA MIRADA CA 90638 N/A PC General & Unrestricted 1000 LISTEN LEBANON IN SERVICE TO EACH NEIGHBOR 60 HANOVER ST LEBANON NH 03766 N/A PC General & Unrestricted 5000 NORTHERN STAGE COMPANY 76 GATES ST WHITE RIV JCT VT 05001 N/A PC Annual Fund 1000 PLANNED PARENTHOOD PASADENA AND SAN GABRIEL VALLEY 2333 LAKE AVE 2ND FL ALTADENA CA 91001 N/A PC General & Unrestricted 50000 RENSSELAER POLYTECHNIC INSTITUTE PO BOX 3164 BOSTON MA 02241 N/A PC Scholarship Fund 20000 THE BRIGHAM & WOMENS HOSPITAL INC 263 HUNTINGTON AVE 318 BOSTON MA 02115 N/A PC PAC SIM Lab 750000 TRUSTEES OF MOUNT HOLYOKE COLLEGE PO BOX 889 SOUTH HADLEY MA 01075 N/A PC Mount Holyoke College Scholarship Fund 52000 UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION 118 COLLEGE DR 5210 HATTIESBURG MS 39406 N/A PC General & Unrestricted 500000 UPPER VALLEY HAVEN INC 713 HARTFORD AVE WHITE RIVER JUNCTION VT 05001 N/A PC General & Unrestricted 5000 2239000 14 5272 14 152336 18 46326 K-1 Inc/Loss 14 3473 CLASS ACTION LAWSUIT PROCEEDS 01 140 207547 207547 false false false false false false false false false false X X 1 CHIN CLAT DTD 12202016 PE CHIN 724 Crest Vista Dr Monterey Park CA 917543748 882450 X 2 William and Patricia Chin Trust 724 Crest Vista Dr Monterey Park CA 91754 349377 X 3 William Chin Patricia Chin TRUST 724 Crest Vista Dr Monterey Park CA 91754 1707357 X 2 ELI LILLY & CO LLY, 112 sh. 84677 2024-04-10 2 CHIPOTLE MEX GRILL CMG, 30 sh. 88104 2024-04-10 2 ARISTA NETWORKS ANET, 607 sh. 176596 2024-04-10 3 ELI LILLY & CO LLY, 249 sh. 226732 2024-07-01 3 TEXAS ROADHOUSE, INC TXRH, 1310 sh. 220447 2024-07-01 3 CHIPOTLE MEX GRILL CMG, 4558 sh. 280340 2024-07-01 3 ILLINOIS TOOL WORKS ITW, 260 sh. 67034 2024-12-24 3 GOLDMAN SACHS GROUP GS, 119 sh. 68672 2024-12-24 3 EMERSON ELECTRIC CO EMR, 537 sh. 67155 2024-12-24 3 COSTCO WHOLESALE CORPORATION COST, 101 sh. 96194 2024-12-24 3 CHIPOTLE MEX GRILL CMG, 1698 sh. 105310 2024-12-24 3 BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 176 sh. 80349 2024-12-24 3 UNITED PARCEL SERVICE UPS, 544 sh. 68220 2024-12-24 3 NVIDIA CORP NVDA, 681 sh. 95527 2024-12-24 3 MARRIOTT INTERNATIONAL INC. CL A MAR, 310 sh. 88243 2024-12-24 3 LENNOX INTL INC LII, 150 sh. 94286 2024-12-24 3 JP MORGAN CHASE JPM, 333 sh. 80180 2024-12-24 3 INTUITIVE SURGICAL ISRG, 129 sh. 68668 2024-12-24 AECOM - 5.125% - 03/15/2027 36918 32629 ALTRIA GROUP INC - 4.400% - 02 26179 23882 AMERIAN TOWER COPR - 5.450% - 10049 10020 AMERICAN TOWER CORP - 3.375% - 10101 8791 AMERICAN TOWER CORP NT - 3.800 5363 4737 AT&T INC - 4.350% - 03/01/2029 6867 6852 AT&T, INC - 2.550% - 12/01/203 17258 16927 BAT CAPITAL CORP - 6.241% - 08 18066 17970 BAT CAPITAL CORP MTN CALL MAKE 6435 6431 BLOCK FINL LLC - 2.500% - 07/1 16857 15462 BLOCK FINL LLC - 3.875% - 08/1 8232 8303 BOYD GAMING - 4.750% - 12/01/2 8260 7734 BROADCOM INC SER B NOTE - 4.11 26777 23451 BROWN & BROWN INC - 4.200% - 0 19565 19372 BROWN AND BROWN - 5.650% - 06/ 4208 4007 CARLISLE COS INC NOTE - 2.750% 22640 24178 CDW CORP - 3.250% - 02/15/2029 26000 23951 DISCOVERY COMMUNICATIONS LLC - 22911 19885 DISCOVERY COMMUNICATIONS LLC - 3773 3727 DOLLAR TREE INC - 4.000% - 05/ 6743 5978 DOLLAR TREE INC - 4.200% - 05/ 22692 20420 ENCOMPASS HEALTH CORP - 4.500% 35504 32807 EXPEDIA GROUP INC - 3.800% - 0 10142 10626 EXPEDIA GROUP INC SER B NOTE - 12974 13940 FISERV INC - 5.650% - 08/21/20 23796 23413 FORTUNE BRANDS - 5.875% - 06/0 23606 23593 HCA INC - 5.375% - 09/01/2026 26229 23068 L BRANDS INC - 7.500% - 06/15/ 27900 30915 LOWE'S COMPANIES, INC - 5.150% 23445 22883 MARRIOTT INTERNATIONAL INC. CL 23464 23546 MGM RESORTS INTERNATIONAL - 6. 32480 31887 MICROCHIP TECHNOLOGYINC. SER B 25260 23900 MOLSON COORS BEVERAGE CO NOTE 26128 24351 MOTOROLA - 4.600% - 02/23/2028 26806 23779 NORDSTROM - 4.250% - 08/01/203 27750 32359 OLIN CORP NOTE CALL - 5.125% - 23306 23489 ORACLE CORP NOTE - 6.250% - 11 22164 22268 PHILIP MORRIS INTL INC NOTE - 22824 22667 QORVO INC - 4.350% - 10/15/202 27594 23446 QUANTA SVCS INC - 2.900% - 10/ 23721 24115 SBA COMMUNICATIONS CORP SER B 21769 24371 SBA COMMUNICATIONS CORP SER B 10475 9587 SERVICE CORP INTL - 5.125% - 0 33876 32896 SILGAN HOLDINGS - 4.125% - 02/ 36365 33404 TELEFLEX INC - 4.625% - 11/15/ 7245 6783 TENET HEALTHCARE CORP SER B NO 32788 33938 TOTAL SYSTEMS SERVICES - 4.800 26581 23943 TRANSDIGM INC SER B NOTE - 5.5 33986 34393 TRINITY ACQUISITION PLC - 4.40 4625 3972 UNITED RENTALS NORTH AMER INC 33044 33679 VONTIER CORPORATION SER B NOTE 20699 24055 WESTINGHOUSE AIR BRAKE TECHNOL 25170 23767 WILLIS NORTH AMER - 5.350% - 0 17859 17888 WILLIS NORTH AMER INC NOTE - 4 2214 1963 YUM BRANDS INC NOTE CALL MAKE 33820 33595 ABB LTD 6502 11440 ABBVIE INC 40202 46735 ACCENTURE PLC 14571 15127 ACI WORLDWIDE INC 3436 6385 ADIDAS AG 3091 3897 AIA GROUP LTD ADR 9030 6571 AIR PRODS & CHEM INC 18578 17982 AIRBNB 15583 15901 AIRBUS GROUP 5593 6931 AMADEUS IT HLDS SA 9072 9876 AMICUS THERAPEUTICS INC 5295 3825 ANHEUSER BUSCH COS INC 7061 5558 APPLIED IDNS TECH 3190 3832 APPLOVIN CORP 13243 12306 ARES MANAGEMENT CORPORATION 14474 17172 ARGENX SE 8338 13530 ASHTEAD GROUP PLC 4821 3668 ASML HOLDING NV NY REG SHS 9958 10396 ASTRAZENECA 8014 10090 AUTODESK, INC 35014 43744 AUTOMATIC DATA PROCESSING INC 20106 24004 AVIDITY BIOSCIENCES, INC. 2471 1570 AVIENT 3561 3555 B&M EUROPEAN VALUE RETAIL SA A 1888 1180 BAE SYSTEMS PLC 5690 5087 BEIGENE LTD 2133 2217 BERKSHIRE HATHAWAY INC. CLASS 80349 79777 BHP BILLITON LIMITED 1912 1563 BILL COM HOLDINGS 3599 3388 BP PLC SPONSORED ADR 4720 3725 BRAZE, INC 5723 4314 BRINKS CO 3285 2876 BRITISH AMERICAN TOBACCO PLC 3384 3160 BROADCOM INC 52488 153245 BUILDERS FIRST SOURCE INC 14278 11863 BWX TECHNOLOGIES INC 8142 13924 CABOT CP 2183 2191 CALRSBERG AS SP ADR REP B 4411 3223 CANADIAN NATL RAILWAY CO 6961 5888 CAP GEMINI SA UNSP/ADR 8362 7239 CHAMPIONX CORP 2978 4785 CHARLES RIV LABORATORIES INTL 9810 7753 CHEVRON CORP 28079 23030 CHEWY INC 6674 7468 CHIPOTLE MEX GRILL 118575 115776 CHUGAI PHARMACEUTICAL CO., LTD 3160 2939 CINTAS CRP 8590 10962 CISCO SYSTEMS INC 4769 5979 CLEAN HARBORS, INC 5942 5984 CME GROUP, INC 13489 14630 CONFLUENT, INC 3593 3970 CORNING INC 10264 14874 COSTCO WHOLESALE CORPORATION 96194 92543 CRINETICS PHARMACEUTICALS INC 2347 3221 CROWDSTRIKE HOLDINGS, INC 26038 36269 CURTISS WRIGHT CP 4237 7807 DAIICHI SANKYO CO LTD SPONSORE 7631 6850 DAIKIN INDS LTD ADR 4640 3478 DBS GROUP HLDGS SPON ADR 4993 8015 DECKERS OUTDOOR CORPORATION 3256 9342 DELL TECHNOLOGIES INC CLASS C 11007 15442 DEUTSCHE BANK AG 3994 4280 DFA INVT DIMENSIONS GROUP INC 199524 250780 DNB BANK ASA 4151 4060 DOCUSIGN INC 17034 20416 DOLBY LABORATORIES 15598 14370 DORMAN PRODUCTS INC 3378 4016 DOXIMITY ORD SHS CLASS A 9376 14202 DRIEHAUS EMERGING MARKETS GROW 110690 120071 DSV UNSP ADR EACH REPR 0.5 ORD 4697 5947 E.L.F. BEAUTY, INC. 14843 11048 EATON CORP PLC 12758 26218 EATON VANCE FLOATING-RATE & HI 126305 126102 ELASTIC NV 3235 2972 ELI LILLY & CO 19655 45548 EMCOR GROUP INC 3574 10894 EMERSON ELECTRIC CO 67155 66550 ENGIE 4887 5355 ENTEGRIS INC 6840 7925 EPIROC AB 8219 7361 EQT CORPORATION 4324 4888 ESSILOR INTL ADR 6971 9895 ETSY INC 10815 4972 EVOLUTION GAMING GROUP AB ADR 2574 2152 EXLSERVICE HOLDINGS INC 3369 4438 EXPEDIA INC 10179 13043 EXXON MOBIL CORP 12804 11940 FASTENAL COMPANY 4758 6112 FERRARI NV 3402 3399 FREEPORT-MCMORAN COPPER & GOLD 13626 14508 FUJITSU LTD ADR OTC 2953 3582 GEN DYNAMICS CP 8054 7378 GENMAB A/S SPON 5044 3005 GITLAB INC 7770 9241 GIVAUDAN SA UNSP/ADR 5228 6270 GODADDY INC 5336 12632 GOLDMAN SACHS GROUP 68672 68142 GQG PARTNERS EMERGING MARKETS 62580 78469 GRACO INC 4452 5395 GRAINGER W W INC 15635 17919 GROUPE DANONE ADS 3063 3441 GUGGENHEIM TOTAL RETURN BOND F 118680 116363 HAMILTON LANE INC 4671 5626 HERMES INTL 10 ADR 3304 5259 HITACHI LTD 4693 7320 HOME DEPOT INC 24821 27229 HONG KONG EX&CL UNSP/ADR 3195 3903 HOULIHAN LOKEY INC 5671 6599 HOYA CORP SPONS ADR 2452 2480 HP INC 9708 8614 HUBBELL INCORPORATED 6398 7959 HUBSPOT INC 34173 50864 HYATT HOTELS CORP 6633 9576 IBERDROLA ADR 2999 3529 IDEAYA BIOSCIENCES 7076 4395 IDEXX CORP 9760 8269 ILLINOIS TOOL WORKS 78689 78857 IMMUNOCORE HLDGS PLC 6605 3393 IMPERIAL BRANDS PL 3257 4391 INARI MEDICAL INC 4006 3574 INDUSTRIA DE DISENO 4290 8571 INSMED INC COM DE 4842 5109 INSULET CORPORATION 10314 12531 INTUITIVE SURGICAL 68668 67333 IONIS PHARMACEUTICALS INC 6197 4125 ITOCHU CORP ADR OTC 7560 8772 JFROG 5395 6147 JOHNSON & JOHNSON 17775 16921 JOHNSON CONTROLS INTERNATIONAL 14956 21153 JP MORGAN CHASE 99079 104034 KEURIG DR PEPPER INC 14072 12976 KEYENCE CORPORATION,FIRST SECT 7057 6079 KINDER MORGAN INC 6714 10330 KNIGHT SWIFT TRANSPORTATION HO 3174 3129 KON KPN NV SPON ADR REP 1 ORD 3605 3683 L'AIR LIQUIDE ADR OTC 3871 4547 L'OREAL ADR 7744 6830 L3HARRIS TECHNOLOGIES 19799 19766 LATTICE SEMICONDUCTOR 8951 6345 LENNOX INTL INC 101480 99316 LIBERTY MEDIA CORPORATION - SE 972 1429 LIBERTY MEDIA CORPORATION - SE 7861 10749 LINCOLN ELECTRIC HOLDING INC 5599 5062 LOCKHEED MARTIN CORP 16609 17494 LONDON STK EXCHANGE GROUP 10637 12420 LVMH MOET HENN UNSP 8917 7319 MADRIGAL PHARMACEUTICALS 3499 4629 MANHATTAN ASSOCIATES INC 6774 7567 MARRIOTT INTERNATIONAL INC. CL 88243 86471 MARSH AND MCLENNAN COMPANIES I 21530 26976 MARUBENI CORP ADR CNV INTO 10 4110 3307 MCDONALD'S CORP 26479 28409 MERCK & CO INC 36019 35017 MICROSOFT CORP 21759 29084 MODINE MFG CO 2612 2666 MONDELEZ INTERNATIONAL INC 34637 30821 MONGODB INC CL A 18478 14434 MSCI INC 11872 12600 MTU AERO ENGINES 2825 4473 MUELLER IND INC 4380 5238 MUENCHENER RUECKVERS 5087 4870 MURPHY USA INC 7001 7526 NATIONAL GRID TRANSCO PLC 4068 3595 NATWEST GROUP ADR REPRESENTING 4838 5980 NESTLE S.A 10109 7108 NETEASE.COM INC COM STK 1978 1695 NEUROCRINE BIOSCIENCES, INC 7636 9419 NEW YORK TIMES CO CL A 6118 9005 NEXTERA ENERGY, INC 31859 27887 NOMURA RESEARCH INST LTD 4968 5171 NORDSON CP 7342 6277 NOTORI HOLDINGS 2800 2167 NOVO NORDISK A S 8348 12817 NVIDIA CORP 95527 91451 OLD DOMINION FREIGHT LINE 16383 14112 ONEOK INC 9386 11446 OPTION CARE HEALTH INC 3148 2088 PALANTIR TECHNOLOGIES INC 3912 3933 PATRICK IND INC 3374 3323 PAYCHEX 13940 15985 PAYLOCITY CORP 3874 4787 PEPSICO INC 35678 30564 PHILLIPS 66 14778 15494 PINTEREST INC 21022 17255 PNC FINANCIAL GROUP INC 24621 29313 POWER INTEGRATIONS, INC 5622 3949 PPL CORPORATION 14038 15321 PROCEPT BIOROBOTICS 2058 2335 PROCORE TECHNOLOGIES INC 7659 7268 PROCTER GAMBLE CO 31708 34201 PROLOGIS 10264 9196 QUALCOMM INC 7834 11061 RAYTHEON TECHNOLOGIES CORP 6230 7522 REALTY INCOME CORP 20764 17305 RECRUIT HOLDINGS CO 4229 6734 RELX PLC 6604 8357 ROBINHOOD 4911 4658 ROLLS ROYCE GRP PLC S/ADR 6202 7705 SAFRAN SA - UNSPON ADR 7876 14116 SAP AKTIENGESELL ADS 13571 20682 SAREPTA THERAPEUTICS INC 6291 5958 SEAGATE TECHNOLOGY HOLDINGS PL 5311 5524 SEMPRA ENERGY COM 18929 22719 SERVICE NOW 15188 23323 SHENKMAN SHORT DURATION HIGH I 108549 108385 SHIN-ETSU CHEMICAL C 3993 4593 SHOPIFY INC 11575 19352 SIKA AG BEARER SHS 5972 5308 SMC CORP 6352 4351 SMITH A O CORP DEL COM 6939 6889 SNOWFLAKE INC 16798 14823 SPOTIFY TECHNOLOGY SA 1859 1790 SPRINGWORKS THERAPEUTICS INC 5584 5853 SPROUTS FARMERS MARKET INC 4150 5210 STARBUCKS CORP COM 11293 10768 STIFEL FINANCIAL CP 6310 9759 STRAUMANN HLDG 2546 2527 SUZUKI MOTOR CORP UNSP ADR 3712 3737 TAIWAN SEMICONDUCTOR MFG CO LT 7215 12639 TAPESTRY INC 6773 12347 TDK CORP 3329 5702 TE CONNECTIVITY LTD 33797 36600 TENCENT HOLDINGS LIMITED 7560 4946 TERUMO CORP 1927 2282 TEXAS INSTRUMENTS INC 20673 22501 TEXAS ROADHOUSE, INC 5829 6315 TFI INTERNATIONAL 3499 4593 TJX COMPANIES INC 20786 26457 TKO GROUP HOLDINGS, INC 9315 14779 TOKYO ELECTRON LTD 3683 4001 TOPBUILD CORP 3609 5604 TOTALENERGIES SE 11975 10737 TRACTOR SUPPLY CO COM 11826 11939 TRAVELERS COMPANIES INC 23955 30834 TYLER TECHNOLOGIES, INC 8781 14993 UNICHARM CORP - SPN ADR 2391 1418 UNICREDIT SPA 6207 6733 UNITED PARCEL SERVICE 74251 73012 UNITEDHEALTH GROUP INC 27971 26305 VALVOLINE INC 3155 2894 VERRA MOBILITY CORPORATION 4758 4062 VERTEX PHARMCTLS INC 45002 47116 VERTIV CL A 17911 22381 VIKING THERAPEUTICS INC 2303 1449 VIRTUS KAR SMALL-MID CAP CORE 112689 124787 WEC ENERGY GROUP, INC 9926 9874 WESTERN DIGITAL CORP 5523 6380 WILLIAMS COS 24767 37505 WINGSTOP INC 5872 9663 WINTRUST FINANCIAL CORPORATION 5841 7358 XENON PHARMACEUTICALS 3030 2940 ALPHAKEYS MILLENIUM FD (OFFSHO 393384 515727 ATLAS ENHANCED FUND LTD CL Y-1 215920 600109 CLOVER PRIVATE CREDIT OPP ORIG 202056 187553 CLOVER PRIVATE CREDIT OPP SECO 50865 95238 CLOVER PRIVATE CREDIT OPPORTUN 66251 77041 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,239,000. This amount represents 25% or more of the Foundation's net assets of $6,974,598 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 23538 23538 Bank Charges 627 627 K-1 Exp CLOVER PRIVATE CREDIT 58 58 State or Local Filing Fees 25 25 K-1 Inc/Loss CLOVER PRIVATE CREDIT OPPORTUNITIES 3473 3473 Class Action Lawsuit Proceeds 140 140 Investment Management Services 38576 38576 990-PF Estimated Tax for 2024 11300 990-PF Extension for 2023 5400 Foreign Tax Paid 1818 1818