2024-05-14T11:41:35-07:00 2023-12-31 954330544 Sun Accountancy Corporation 301 W Valley Blvd 219 San Gabriel CA 91776 990PF 2023-01-01 473084353 DCA CHEN PRIVATE FOUNDATION DCAC 6262740651 208 North Garfield Ave Monterey Park CA 91754 David CP CHEN CEO 6262740651 2024-05-13 true David Chen XXX-XX-XXXX true LINDA SUN CPA P00107022 6264576118 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 2818003 X 338843 17663 17663 17663 26064 26064 26064 -8675 532670 7310 7310 381205 51037 43727 14383 14383 14383 4400 4400 2429 2429 3812 570 3242 381 381 25405 17763 22025 125000 125000 150405 17763 147025 230800 33274 43727 63150 305693 311299 1272 1272 498463 544630 1039131 1582360 1526539 1467573 2326 237 2147571 2378371 2818003 0 X 2147571 2378371 2147571 2378371 2147571 2378371 2147571 230800 2378371 2378371 1,000.00000 Freeport - Mcmoran Inc Class B D 2023-12-05 2023-12-06 36615 36938 -323 -323 50.00000 GE Healthcare Techs Inc D 2023-12-05 2023-12-06 3411 3419 -8 -8 100.00000 Marriott Intl Inc New P 2023-12-05 2023-12-06 20523 20534 -11 -11 32.00000 Paypal Holdings Inc D 2019-07-12 2023-05-12 2011 3844 -1833 -1833 12.00000 Paypal Holdings Inc D 2020-09-10 2023-05-12 754 2335 -1581 -1581 250.00000 Paypal Holdings Inc P 2021-12-09 2023-05-12 15709 47988 -32279 -32279 64.000 Ishares Core S&P U.S. Value P 2021-03-11 2023-07-19 5160 4412 748 748 10.000 Ishares Inc MSCI Japan Etf P 2021-03-11 2023-07-19 633 682 -49 -49 27.000 SPDR S&P 500 ETF TRUST P 2021-03-11 2023-07-19 12291 10623 1668 1668 49.000 Vanguard Ftse Europe Etf P 2021-03-11 2023-07-19 3108 3113 -5 -5 16,000.000 General Electric Co P 2021-02-19 2023-03-15 16000 15551 449 449 14,000.000 General Electric Co P 2021-02-19 2023-09-15 14000 13607 393 393 4,000.000 General Electric Co P 2023-06-06 2023-09-15 4000 4015 -15 -15 297.886 American New World C P 2021-07-16 2023-02-17 20000 27045 -7045 -7045 1,077.072 Hartford Schrdr Int Mltcp Vl C P 2021-03-15 2023-02-17 10000 10861 -861 -861 284.041 American Gr Fd of America C P 2021-03-15 2023-06-27 14946 18000 -3054 -3054 286.090 American Gr Fd of America C P 2021-07-16 2023-06-27 15054 19059 -4005 -4005 1,980.182 JPMorgan Equity Income C P 2021-07-16 2023-07-10 41934 43133 -1199 -1199 2.824 JPMorgan Equity Income C P 2021-07-16 2023-07-10 60 62 -2 -2 0.280 JPMorgan Equity Income C P 2021-07-16 2023-07-10 6 6 1,613.031 JPMorgan US Equity C P 2021-07-16 2023-07-10 29980 33684 -3704 -3704 1.063 JPMorgan US Equity C P 2021-07-16 2023-07-10 20 23 -3 -3 928.000 Alcoa Corp D 2021-01-19 2023-12-28 32021 20737 11284 11284 240.000 Alphabet Inc Cl A D 2021-01-19 2023-12-28 33695 21545 12150 12150 288.430 American Europacific Grw C P 2021-05-20 2023-12-13 15172 20000 -4828 -4828 12.548 American Europacific Grw C P 2021-06-14 2023-12-13 660 870 -210 -210 11.826 American Europacific Grw C P 2021-12-16 2023-12-13 622 721 -99 -99 2.487 American Europacific Grw C P 2021-12-16 2023-12-13 131 152 -21 -21 1.804 American Europacific Grw C P 2022-06-13 2023-12-13 95 84 11 11 404.491 American Mutual C P 2021-05-20 2023-12-13 20049 20000 49 49 0.913 American Mutual C P 2021-06-16 2023-12-13 45 45 0.882 American Mutual C P 2021-09-15 2023-12-13 43 44 -1 -1 12.776 American Mutual C P 2021-12-15 2023-12-13 633 654 -21 -21 1.249 American Mutual C P 2021-12-15 2023-12-13 62 64 -2 -2 0.903 American Mutual C P 2022-03-16 2023-12-13 45 46 -1 -1 0.989 American Mutual C P 2022-06-15 2023-12-13 49 46 3 3 1.060 American Mutual C P 2022-09-14 2023-12-13 53 51 2 2 876.000 Barrick Gold Corp D 2022-09-28 2023-12-29 15823 12966 2857 2857 61.059 Hartford Schr US MDCP Opp C P 2021-07-16 2023-12-13 1026 1195 -169 -169 22.284 Hartford Schr US MDCP Opp C P 2021-07-16 2023-12-13 374 436 -62 -62 1,738.111 LM Martin Currie Emrg Mkts C P 2022-04-06 2023-12-13 19930 23554 -3624 -3624 6.091 LM Martin Currie Emrg Mkts C P 2022-04-06 2023-12-13 70 83 -13 -13 162.000 Marriott Intl Inc New Cl A D 2021-01-19 2023-12-29 36504 20739 15765 15765 168.000 Novartis Ad Adr P 2022-08-01 2023-12-29 16876 13645 3231 3231 200.000 RTX Corporation D 2021-01-19 2023-12-29 16876 13922 2954 2954 33.000 Sandoz Group Ag Adr D 2022-08-01 2023-12-29 1050 739 311 311 488.000 UBS Group Ag Shs D 2021-07-13 2023-12-29 15186 7333 7853 7853 50.000 Unitedhealth GP Inc D 2021-01-08 2023-12-29 26380 18052 8328 8328 1.842 American Europacific Grw C P 2022-12-15 2023-12-13 97 88 9 9 0.344 American Europacific Grw C P 2023-06-12 2023-12-13 18 18 12.095 American Mutual C P 2022-12-14 2023-12-13 600 589 11 11 2.257 American Mutual C P 2022-12-14 2023-12-13 112 110 2 2 1.146 American Mutual C P 2023-03-15 2023-12-13 57 53 4 4 1.137 American Mutual C P 2023-06-14 2023-12-13 56 54 2 2 1.096 American Mutual C P 2023-09-13 2023-12-13 54 53 1 1 210.000 Qwest Corporation 6500 *56SP01 P 2022-11-14 2023-10-24 2503 4047 -1544 -1544 90.000 Qwest Corporation 6500 *56SP01 P 2022-11-18 2023-10-24 1073 1696 -623 -623 200.000 Qwest Corporation 6500 *56SP01 P 2021-05-26 2023-10-17 2455 5137 -2682 -2682 11.000 Qwest Corporation 6500 *56SP01 P 2021-05-26 2023-10-23 131 283 -152 -152 489.000 Qwest Corporation 6500 *56SP01 P 2021-05-26 2023-10-24 5829 12560 -6731 -6731 Wash Sale 79 -8596 -2495 463 463 463 700 700 237 237 false false false false false false false false true CA true false true false false true N/A Chou-Er Chen 6262740651 208 North Garfield Ave Monterey Park CA 91754 false false false false false false false false false false false false false false false false false false false false false false David CP CHEN 208 North Garfield Ave Monterey Park CA 91754 CEO 2.00 0 Annie Yi-Ni Chen 208 North Garfield Ave Monterey Park CA 91754 Secretary & Dir 2.00 0 Chou-Er Chen 208 North Garfield Ave Monterey Park CA 91754 CFO & Director 2.00 0 Christian Lai 2596 Mission Street 302 San Marino CA 91108 Director 0.25 0 NONE NONE This corporation is organized exclusively for charitable, scientific, educational and public purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code. The specific purpose of this corporation shall be to (i) receive, acquire, hold, manage, administer and expend property and funds in furtherance of the aforesaid purposes, as the board of directors of this corporation shall from time to time determine (ii) assist and support, within the discretion of the board of directors, institutions, organizations, associations, trusts, governmental entities and undertakings organized and operated exclusively for charitable purposes, (iii) engage in, carry on, and conduct charitable, educational, cultural, medical and humane programs and services, includin, without limitation, provision of medical related assistance to the public, and (iv) deliver and hold lectures, exhibitions, public meetings and conferences, calculated directly or indirectly to advance the cause of health impr 147025 2241050 55181 0 2296231 0 2296231 34443 2261788 113089 113089 463 463 112626 112626 112626 147025 147025 112626 7852 6839 39115 17903 71709 147025 0 112626 34399 106108 0 7852 98256 6839 39115 17903 34399 David CP CHEN Chou-Er Chen X CITY OF HOPE 1500 E DUARTE RD DUARTE CA 91010 NONE PC CHARITABLE PURPOSE 30000 YOU LEAD FOUNDATION 411 E HUNTINGTON DRIVE STE106-363 ARCADIA CA 91006 NONE PC CHARITABLE PURPOSE 20000 TAIWANESE HOLINESS CHURCH OF AMERICA 72 N WILSON AVE PASADENA CA 91106 NONE PC CHARITABLE PURPOSE 25000 HERALD CHRISTIAN HEALTH CENTER 3401 AEROJET AVE EL MONTE CA 91731 NONE PC CHARITABLE PURPOSE 20000 CHINATOWN SERVICE CENTER 767 N HILL STREET SUITE 400 LOS ANGELES CA 90012 NONE PC CHARITABLE PURPOSE 25000 CHINESE BIBLE MISSION 231 MARKET PLACE 532 SAN RAMON CA 94583 NONE PC CHARITABLE PURPOSE 5000 125000 14 17663 14 26064 18 4944 -8675 Other Income 1 2366 51037 -8675 42362 false false false false false false false false false false X X 1 David CP Chen and Chou-er Chen 1044 Oak Grove Place San Marino CA 91108 65000 X 2 David CP Chen and Chou-Er Chen 1044 Oak Grove Place San Marino CA 91108 36940 X 3 David CP Chen and Chou-Er Chen 1044 Oak Grove Place San Marino CA 91108 20534 X 4 David CP Chen and Chou-Er Chen 1044 Oak Grove Place San Marino CA 91108 31236 X 5 David CP Chen and Chou-Er Chen 1044 Oak Grove Place San Marino CA 91108 34236 X 6 David CP Chen and Chou-Er Chen 1044 Oak Grove Place San Marino CA 91108 35966 X 7 David CP Chen and Chou-Er Chen 1044 Oak Grove Place San Marino CA 91108 30300 X 8 David CP Chen and Chou-Er Chen 1044 Oak Grove Place San Marino CA 91108 22811 X 9 David CP Chen and Chou-Er Chen 1044 Oak Grove Place San Marino CA 91108 25027 X 10 David CP Chen and Chou-Er Chen 1044 Oak Grove Place San Marino CA 91108 15094 X 11 David CP Chen and Chou-Er Chen 1044 Oak Grove Place San Marino CA 91108 26026 X 12 David CP Chen and Chou-Er Chen 1044 Oak Grove Place San Marino CA 91108 15943 X 13 David CP Chen and Chou-Er Chen 1044 Oak Grove Place San Marino CA 91108 15566 X 14 David CP Chen and Chou-Er Chen 1044 Oak Grove Place San Marino CA 91108 25777 X 15 David CP Chen and Chou-Er Chen 1044 Oak Grove Place San Marino CA 91108 26693 X 2 1000 SHARES FREEPORT-MCMORAN INC. 36940 2023-12-05 3 100 SHARES MARRIOTT INTL INC NEW 20534 2023-12-05 4 928 SHARES ALCOA CORP. 31236 2023-12-22 5 240 SHARES ALPHABET INC CL A 34236 2023-12-22 6 162 SHARES MARRIOTT INTL INC NEW 35966 2023-12-22 7 282 SHARES MERCK & CO INC NEW 30300 2023-12-22 8 61 SHARES MICROSOFT CORP. 22811 2023-12-22 9 1584 SHARES PETROLEO BRASILEIRO SA 25027 2023-12-22 10 488 SHARES UBS GROUP AG SHS 15094 2023-12-22 11 50 SHARES UNITEDHEALTH GP INC. 26026 2023-12-22 12 876 SHARES BARRICK GOLD CORP 15943 2023-12-26 13 168 SHARES NOVARTIS AG ADR 15566 2023-12-26 14 308 SHARES RTX CORPORATION 25777 2023-12-26 15 256 SHARES TAIWAN SECNDCTR MFG CO LTD 26693 2023-12-26 Legal and Professional - Accounting fees 4400 0 0 4400 Stocks 544630 1039131 Exchange-Traded and Closed-End Funds AT COST 232068 236369 Corporate Bonds AT COST 519793 481588 Fixed-Rate Capital Securities AT COST 135748 128580 Mutual Fund Investments AT COST 183308 161282 Partnership Investment AT COST 443782 447819 Government Securities AT COST 11840 11935 Legal and Professional - Legal Fee 14383 14383 0 14383 Prepaid Excise Tax 2091 237 Investment Loss 381 381 Other Income 2366 2366 Other Investment Income 4944 4944 David CP Chen Chou-Er Chen 1044 Oak Grove Place San Marino CA 91108 Attorney General's Registry of Charitabl 100 100 Excise Tax - 2020 2091 2091 Excise Tax - 2022 588 588 Excise Tax - 2023 463 463 Foreign Tax 570 570