2024-11-14T11:00:56-08:00 2023-12-31 710899369 THONG YU WONG & LEE LLP CPAs 8450 GARVEY AVENUE STE 200 ROSEMEAD CA 91770 990PF 2023-01-01 882827921 ANDY WANG FAMILY FOUNDATION ANDY 385 S LEMON AVE E332 WALNUT CA 91789 ANDY WANG President 2024-11-14 true true COREY Y WAT CPA MBT P00450571 6262272888 2023 2024-10-15 13:58:12Z X 4085876 X 2100000 16423 16423 16423 31529 31529 31529 19177 275589 19177 2167129 67129 47952 1166 11571 12737 0 0 79720 79720 92457 0 79720 2074672 67129 47952 1054450 190226 190226 2100000 2100000 814735 1781569 1781569 6581 14081 14081 1875766 4085876 4085876 0 X 1875766 4085876 1875766 4085876 1875766 4085876 1875766 2074672 141235 4091673 5797 4085876 AVANTAX - 9356 P 2023-01-01 2023-12-31 164681 166225 -1544 -1544 AVANTAX - 9356 P 2022-01-01 2023-12-31 100923 90187 10736 10736 Capital Gain Dividends 9985 19177 -1544 933 933 933 1907 1907 X 14 960 960 false false false false false false false false true CA true false false false false true N/A MAGGIE WANG 5629081688 385 S LEMON AVE E332 WALNUT CA 91789 false false false false false false false false false false false false false false false false false false false false false false ANDY H WANG 868 SILVER VALLEY TRL WALNUT CA 91789 President 2.00 0 MAGGIE PEYJIUAN WANG 868 SILVER VALLEY TRL WALNUT CA 91789 Secretary 2.00 0 NONE NONE 622758 866922 0 1489680 0 1489680 22345 1467335 73367 73367 933 933 72434 72434 72434 79720 79720 72434 13293 13293 79720 0 72434 7286 20579 0 20579 13293 7286 ANDY H WANG ANDY H WANG ANDY WANG FAMILY FOUNDATION 385 S LEMON AVENUE E332 WALNUT CA 91789 5629081688 PLEASE INCLUDE CHARITY'S NAME, ADDRESS, PHONE NUMBER, PERSON OF CONTACT, AND PURPOSE OF GRANT. DECEMBER 31ST CHARITABLE ORGANIZATIONS: SUPPORT AND ENRICHMENT FOR VICTIMS OF NATURAL DISASTER WORLDWIDE, FUNDING FOR LOCAL COMMUNITY DEVELOPMENT, UNIVERSITY STUDENT SUPPORT. BUDDHIST TZU CHI FOUNDATION 1100 S VALLEY CENTER AVE SAN DIMAS CA 91773 UNRELATED PC PAYMENTS TO HELP BUDDHIST TZU CHI FOUNDATION TO PROVIDE EMERGENCY RELIEF TO THOSE IN NEED. 8000 CHOC FOUNDATION 1201 WEST LA VETA AVENUE ORANGE CA 92868 UNRELATED PC PAYMENTS TO HELP CHOC FOUNDATION IMPROVE LIVES OF CHILDREN FROM DISADVANTAGE BACKGROUND. 20000 EL MODENA WRESTLING BOOSTER CLUB 3920 E SPRING STREET ORANGE CA 92869 UNRELATED PC PAYMENTS TO EL MODENA WRESTLING BOOSTER CLUB TO PROVIDE NECESSARY SAFETY EQUIPMENT TO LOW-INCOME FAMILIES, PROVIDE HYGIENE MATERIALS TO ENSURE SAFE COMPETITION, TRAINING EQUIPMENT, ENTRY INTO SEVERAL UPCOMING WRESTLING TOURNAMENTS. 5000 INTERNATIONAL BUDDHIST PROGRESS SOC 3456 GLENMARK DR HACIENDA HEIGHTS CA 91745 UNRELATED PC PAYMENTS TO HELP INTERNATIONAL BUDDHIST PROGRESS SOCIETY PROVIDE EVERYONE WHO IS SEEKING FOR IMPROVING THE LEARNING ENVIRONMENT FOR THE COMMUNITY. 720 DDMBA LA FOUNDATION 4530 N PECK RD EL MONTE CA 91732 UNRELATED PC PAYMENTS TO HELP DDMBA LA FOUNDATION PROVIDE EVERYONE WHO IS SEEKING FOR IMPROVING THE LEARNING ENVIRONMENT FOR THE COMMUNITY. 35000 DIAMOND BAR CHINESE-AMERICAN ASSOCI 1142 S DIAMOND BAR BLVD 110 DIAMOND BAR CA 91765 UNRELATED PC PAYMENT TO HELP DIAMOND BAR CHINESE-AMERICAN ASSOCIATION ASSIST THE COMMUNITY WITH HEALTH, EDUCATION, AND ENVIRONMENTAL MISSION. 1000 BUDDHIST ORTHO-CREED ASSOCIATION DH 3027 DEL MAR AVE ROSEMEAD CA 91770 UNRELATED PC PAYMENT TO HELP BUDDHIST ORTHO-CREED ASSOCIATION DHARMA TEMPLE ASSIST builds and strengthens community 10000 79720 16423 31529 19177 67129 67129 LINE#3 INTEREST INCOME - DIRECTLY RELATED TO EXEMPT FUNCTION LINE#4 DIVIDEND INCOME - DIRECTLY RELATED TO EXEMPT FUNCTION LINE#8 CAPITAL GAIN INCOME - DIRECTLY RELATED TO EXEMPT FUNCTION false false false false false false false false false false X X 1 ANDY WANG 385 S LEMON AVENUE E332 WALNUT CA 91789 2100000 X AMERICAN NEW WORLD FUND CL F2 85035 85035 AMG YACKTMAN FOCUSED I 150047 150047 BARON REAL ESTATE FUND INSTITUTIONAL 56782 56782 BLACKROCK COMMODITY STRATEGIES FUND CL I 15480 15480 BLACKROCK MID CAP GROWTH EQUITY INSTL 32674 32674 COLUMBIA ACORN EUROPEAN FUND CL ADV 19146 19146 EATON VANCE GLOBAL SMALL CAP EQUITY I FIDELITY ADVISOR EMERGING ASIA CL I 18266 18266 FIDELITY ADVISOR GROWTH OPPTY CL I 157989 157989 FIDELITY ADVISOR SMALL CAP VALUE CL I 32295 32295 FIRST EAGLE GOLD FUND CL I 18182 18182 GOLDMAN SACHS LARGE CAP CORE INSTL 142936 142936 HARTFORD SCHRODERS INTL STOCK CL I 64192 64192 INVESCO GOLD & SPEC MINERALS Y 18014 18014 JANUS HENDERSON CONTRARIAN I 32409 32409 JOHN HANCOCK DISCIPLINED VALUE MID CAP 31163 31163 NEEDHAM SMALL CAP GROWTH FUND CL I 24831 24831 PRINCIPAL SMALL CAP FUND INSTL 32226 32226 VICTORY TRIVALENT INTL SMALL CAP I 17875 17875 WASATCH MICRO CAP VALUE FD INSTL 4612 4612 AMER CENTURY ZERO COUPON 2025 INVT CL 8565 8565 AMERICAN CORPORTATE BOND FUND CL F2 96125 96125 AMERICAN TAX EXEMPT BOND OF AMERICAN F2 129294 129294 COLUMBIA LIMITED DURATION CREDIT I2 91041 91041 DELAWARE EXTENDED DURATION BOND CL I FIDELITY ADVISOR INVEST GRDE BD CL I 8840 8840 FIDELITY SHORT TERM TREASURY BOND INDEX 4299 4299 GOLDMAN SACHS HI YIELD MUNI INSTL 132681 132681 JANUS HENDERSON DEVELOPED WORLD BD I 70036 70036 NUVEEN ALL AMERICAN MUNI BOND CLASS I 129528 129528 PGIM GLOBAL TOTAL RETURN CL Z 51683 51683 PGIM HIGH YIELD CL Z 77856 77856 VANGUARD EXTENDED DURATION TREASURY 9286 9286 CALVERT GLOBAL SMALL CAP EQUITY CLASS I 18181 18181 CASH AT COST 14081 14081 PY unrealized gain / loss on investment 5797 BROKERAGE FEE 11571 FEDERAL INCOME TAX 245 FOREIGN TAX PAID 321 TAX & LICENSES 600