2024-03-06T19:24:54-06:00 2023-12-31 475284605 ERIC ZHANG & ASSOCIATES LLP 920 HILLVIEW CT 180 MILPITAS CA 95035 990PF 2023-01-01 471532948 WEN & YUNG FAMILY FOUNDATION WEN& 4088737567 1368 BING DR SAN JOSE CA 95129 WEN-HSING CHEN CEO 4088737567 2024-03-06 1 WEN-HSING CHEN XXX-XX-XXXX 0 ERIC ZHANG CPA P00548506 6265812266 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1823312 X 292159 45 45 45 13584 13584 13584 -5163 992730 0 0 300625 13629 13629 0 0 0 0 1841 0 0 1841 133 133 133 0 4366 0 0 40008 0 0 40008 46348 133 133 41849 0 0 46348 133 133 41849 254277 13496 13496 15795 11277 11277 1057705 1315184 1801558 41041 30564 10058 10477 10477 1083558 1336938 1823312 897 0 897 0 X 860840 1152999 0 0 221821 183939 1082661 1336938 1083558 1336938 1082661 254277 0 1336938 0 1336938 850 SHARES INVESCO P 2023-01-13 2023-01-18 219711 220170 -459 -459 330 SHARES INVESCO EXCH TRADED P 2022-01-20 2023-01-13 38105 50393 -12288 -12288 180 SHARES BERKSHIRE P 2016-10-20 2023-01-13 57117 28510 28607 28607 300 SHARES FIRST TRUST P 2017-02-27 2023-01-13 39761 26223 13538 13538 1700 SHARES INVESCO QQQ P 2017-06-19 2023-01-13 477170 533549 -56379 -56379 110 SHARES ISHARES TRUST P 2023-01-19 2023-05-22 8993 9006 -13 -13 1500 SHARES FIRST TRUST P 2023-01-13 2023-08-22 67904 77670 -9766 -9766 300 SHARES ISHARE TRUST P 2023-01-19 2023-08-09 24326 24563 -237 -237 170 SHARES BERKSHIRE P 2017-06-19 2023-08-22 59643 27809 31834 31834 -5163 -22763 188 0 188 0 188 0 0 0 0 0 0 188 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 0 0 1 HTTPS://WENYUNGFF.WEEBLY.COM/ WEN-HSING CHEN 4088737567 1368 BING DR SAN JOSE CA 95129 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WEN-HSING CHEN 1368 BING DR SAN JOSE CA 95129 CEO 2.00 0 0 0 YUNG-YIN CHEN 1368 BING DR SAN JOSE CA 95129 CFO 2.00 0 0 0 IAN DEAN CHEN 1368 BING DR SAN JOSE CA 95129 COO 4.00 0 0 0 SAMUEL HUGH CHEN 1368 BING DR SAN JOSE CA 95129 CMO 4.00 0 0 0 NONE 0 NONE 0 SEE GENERAL EXPLANATION 39551 0 1225732 11789 0 1237521 0 0 1237521 18563 1218958 60948 X 41849 0 4785 46634 2014-07-25 X 13496 1439 1353 2329 18617 11472 1223 1150 1980 15824 46634 23265 29920 15263 115082 0 500 2000 5500 8000 46634 22765 27920 9763 107082 0 0 40632 15475 32186 20649 108942 0 0 0 0 WEN-HSING CHEN YUNG-YIN CHEN IAN DEAN CHEN SAMUEL HUGH CHEN X 0 0 14 45 14 13584 18 -5163 0 8466 0 8466 0 0 0 0 0 0 0 0 0 0 X X 1 WEN-HSING CHEN 1368 BING DR SAN JOSE CA 95129 292159 X 1 8000 SHARES TQQQ 406792 2023-12-20 ACCOUNTING FEE 1841 0 0 1841 FURNITURE 2014-09-27 1650 1650 SL 7.000000000000 0 0 0 EQUIPMENT 2014-11-26 794 794 SL 5.000000000000 0 0 0 EQUIPMENT 2014-11-28 328 328 SL 5.000000000000 0 0 0 EQUIPMENT 2015-02-23 179 179 SL 5.000000000000 0 0 0 EQUIPMENT 2015-03-21 589 589 SL 5.000000000000 0 0 0 EQUIPMENT 2015-10-29 109 102 SL 5.000000000000 7 0 0 COMPUTER 2015-09-09 569 569 SL 5.000000000000 0 0 0 COMPUTER 2015-10-09 1118 1118 SL 5.000000000000 0 0 0 COMPUTER 2015-11-22 984 984 SL 5.000000000000 0 0 0 EQUIPMENT 2016-09-12 1177 1156 SL 5.000000000000 21 0 0 COMPUTER 2016-02-11 219 219 SL 5.000000000000 0 0 0 COMPUTER 2016-08-13 626 614 SL 5.000000000000 12 0 0 COMPUTER 2016-08-03 700 689 SL 5.000000000000 11 0 0 COMPUTER 2017-04-04 1959 1959 SL 5.000000000000 0 0 0 COMPUTER 2017-08-12 899 899 SL 5.000000000000 0 0 0 COMPUTER 2017-08-15 1876 1876 SL 5.000000000000 0 0 0 COMPUTER 2017-12-02 1138 1138 SL 5.000000000000 0 0 0 COMPUTER 2018-02-18 1874 1812 SL 5.000000000000 62 0 0 DELL COMPUTER 2019-03-25 880 660 SL 5.000000000000 176 0 0 LENOVO LEGION T730 DESKTOP 2019-04-16 2196 1610 SL 5.000000000000 439 0 0 RAZER LAPTOP BUSINESS USE 2019-04-22 3276 2402 SL 5.000000000000 655 0 0 FURNITURE 2019-07-01 510 255 SL 7.000000000000 73 0 0 COMPUTER - DELL 2020-01-10 2157 1294 SL 5.000000000000 431 0 0 COMPUTER - SURFACE PRO 2020-03-30 1092 600 SL 5.000000000000 218 0 0 APPLE PENCIL 2020-04-10 104 57 SL 5.000000000000 21 0 0 COMPUTER 2020-08-29 1469 686 SL 5.000000000000 294 0 0 COMPUTER 2021-03-11 1563 573 SL 5.000000000000 313 0 0 COMPUTER 2021-04-14 2642 924 SL 5.000000000000 528 0 0 COMPUTER 2022-02-17 2681 447 SL 5.000000000000 536 0 0 APPLE IPAD 2022-11-26 898 15 SL 5.000000000000 180 0 0 COMPUTER 2023-05-24 2753 SL 5.000000000000 321 0 0 IPAD 2023-11-02 2032 SL 5.000000000000 68 0 0 SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990PF PART VIII-A ECONBOWL IS A STUDENT-RUN ECONOMICS COMPETITION TARGETED TOWARDS HIGH SCHOOL STUDENTS WITH AN INTEREST IN ECONOMICS, BUSINESS, AND FINANCE.IT OFFERS PARTICIPANTS THE UNIQUE OPPORTUNITY TO SHOWCASE AND APPLYTHEIR SKILLS IN A FUN, FASTPACED ENVIRONMENT THAT EXPOSES STUDENTS TO THE FASCINATING FIELD OF ECONOMICS WHILE PROMOTING LITERACY IN FINANCE AND CURRENT EVENTS. THIS YEAR, WE OFFERED BOTH A TEAM AND INDIVIDUAL TRACK, MAKING IT A CONTEST FOR STUDENTS TO PARTICIPATE IN WITH OR WITHOUT PARTNERS. THUS, ECONBOWL NOT ONLY TESTS HARD KNOWLEDGE OF THE SUBJECT BUT ALSO OFFERS THE OPPORTUNITY TO CULTIVATE SOFT SKILLS LIKE EFFECTIVE COMMUNICATION AND SYNERGY.DURING THE COMPETITION, PARTICIPANTS FORMED TEAMS OF THREE TO FOUR STUDENTS AND TOOK A PRELIMINARY WRITTEN TEST, MADE BY EXPERIENCED YEI STAFF, ON MICROECONOMICS, MACROECONOMICS, AND CURRENT EVENT TOPICS. THE TOP FOUR TEAMS THEN ADVANCE TO THE FINAL ROUND, WHICH WILL BE ADOUBLE-ELIMINATION QUIZ BOWL STYLE TOURNAMENT.WITH CONTINUED CONCERN OVER COVID-19, ECONBOWL WAS HELD VIRTUALLY THROUGH THE TELECONFERENCING PLATFORM ZOOM.FUNDING AND LOGISTICSYEI'S THIRD ANNUAL ECONBOWL COMPETITION WAS MADE VIRTUAL AND FREE FORANY INTERESTED STUDENT IN ORDER TO MAKE IT AS ACCESSIBLE AS POSSIBLE. FUNDING FOR THE 2021- 2022 EVENT WAS PROVIDED IN PART BY WHOLE FOOD MARKET'S COMMUNITY GRANT AND OUR PARTNER, THE WEN & YUNG FAMILY FOUNDATION, WHO ALSO COHOSTED THE EVENT AND PROVIDED STRONG LOGISTICAL SUPPORT. PART OF THE PRIZE PACKAGE FOR BOTH THE TEAM AND INDIVIDUAL TRACK WAS PROVIDED BY OUR SPONSOR, TRADINGVIEW.COMPETITION RESOURCES, COMPETITION BRANDING, MARKETING AND OTHER LOGISTICAL DETAILS WERE PROVIDED BY THE YOUTH ECONOMICS INITIATIVE. EVENT LOGISTICS WERE CO-PLANNED AND STAFFED BYBOTH CO-HOSTS.WEN & YUNG FAMILY FOUNDATION EDUCATIONAL ACHIEVEMENT AWARD HOST: WEN & YUNG FAMILY FOUNDATION AWARD: $12,000 CASH SCHOLARSHIP ANNUALLY (DISTRIBUTED EVENLY TO 3 STUDENTS)ELIGIBILITY: LYNBROOK HIGH SCHOOL GRADUATING SENIORS W/ A 3.75 OR HIGHER UNWEIGHTED GPA AND WITH PLANS TO ATTEND A 4-YEAR UNIVERSITY AFTER GRADUATION.AS A COMMUNITY NON-PROFIT FOUNDATION LOOKING TO ADVANCE THE EDUCATIONALOPPORTUNITIES AND ACHIEVEMENT FOR STUDENTS IN THE LOCAL AREA, THE WEN & YUNG FAMILYFOUNDATION IS EXCITED TO PRESENT THE MERIT-BASED WEN & YUNG FAMILY FOUNDATION EDUCATIONALACHIEVEMENT AWARD TO ENABLE STUDENTS TO CONTINUE PURSUING THEIR ACADEMIC CAREERS AFTERGRADUATING HIGH SCHOOL. THIS SCHOLARSHIP IS LOOKING FOR STUDENTS WHO ARE LEADERS IN THE COMMUNITY, SHOW STRONG SELF-MOTIVATION AND PERSEVERANCE, AND HAVE DEMONSTRATED INITIATIVE BOTH INSIDE AND OUTSIDE OF THE CLASSROOM.APPLICATION PROCESS:1. STUDENTS WILL WRITE ONE 300 WORD ESSAY EXPLAINING WHAT THEY ARE PASSIONATE ABOUT AND HOWTHEY PLAN ON EXPLORING THEIR PASSIONS IN UNIVERSITY.2. STUDENTS WILL SUBMIT TRANSCRIPTS AND LIST THEIR PLANS FOR AFTER GRADUATION.3. APPLICANTS WILL BE SELECTED BY THE WEN & YUNG FAMILY FOUNDATION. CHARLES SCHWAB STOCK 1315184 1801558 FURNITURE 1650 1650 0 0 EQUIPMENT 794 794 0 0 EQUIPMENT 328 328 0 0 EQUIPMENT 179 179 0 0 EQUIPMENT 589 589 0 0 EQUIPMENT 109 109 0 0 COMPUTER 569 569 0 0 COMPUTER 1118 1118 0 0 COMPUTER 984 984 0 0 EQUIPMENT 1177 1177 0 0 COMPUTER 219 219 0 0 COMPUTER 626 626 0 0 COMPUTER 700 700 0 0 COMPUTER 1959 1959 0 0 COMPUTER 899 899 0 0 COMPUTER 1876 1876 0 0 COMPUTER 1138 1138 0 0 COMPUTER 1874 1874 0 0 DELL COMPUTER 880 836 44 44 LENOVO LEGION T730 DESKTOP 2196 2049 147 147 RAZER LAPTOP BUSINESS USE 3276 3057 219 219 FURNITURE 510 328 182 182 COMPUTER - DELL 2157 1725 432 432 COMPUTER - SURFACE PRO 1092 818 274 274 APPLE PENCIL 104 78 26 26 COMPUTER 1469 980 489 489 COMPUTER 1563 886 677 677 COMPUTER 2642 1452 1190 1190 COMPUTER 2681 983 1698 1698 APPLE IPAD 898 195 703 703 COMPUTER 2753 321 2432 2432 IPAD 2032 68 1964 1964 FILLING FEE 75 0 0 75 PROGRAM EXPENSE 39551 0 0 39551 OFFICE EXPENSE 376 0 0 376 POSTAGE 6 0 0 6 CREDIT CARD PAYABLE 897 0 IRS TAX 133 133 133 0