2024-11-11T11:46:41-00:00 2023-12-31 260821937 Nelson N Hsiu CPA Inc 39843 Paseo Padre Pkwy Suite B Fremont CA 94538 990PF 2023-01-01 943373578 Frank and Iris Young Foundation FRAN 5107012886 44303 View Point Circle Fremont CA 94539 Gary Young President 5107012886 2024-11-11 true Nelson Hsiu P00544462 5104902669 2024-11-11 2023 2024-10-15 13:58:12Z X 583382 X 566 566 6878 6878 18312 47573 18312 20480 46236 25756 535 6379 6914 0 0 93500 93500 100414 0 93500 -54178 25756 78144 12524 12524 406741 418183 570858 484885 430707 583382 0 X 30900 30900 453985 399807 484885 430707 484885 430707 484885 -54178 430707 430707 226.885 sh BNY Mellon Dynamic Value Fund P 2014-12-10 2023-05-19 10000 9980 20 20 444.84 sh Cohen Steers P 2017-11-07 2023-11-13 5000 6239 -1087 -1087 470.146 sh Fidelity Adv Large Cap P 2017-12-27 2023-12-07 20000 13194 6806 6806 18312 358 358 358 358 false false false false false false true CA true false false false false true N/A 5107102886 44303 View Point Circle Fremont CA 94539 false false false false false false false false false false false false false false false false false false false false false false Gary Young 44303 View Point Circle Fremont CA 94539 Presiden CEO 010.00 0 Kaite Wu 13416 Glen Leaway Rockfield MD 20850 Secretary 001.00 0 Ru Wu 405 East 56th Street New York NY 10022 CFO 001.00 0 NONE NONE N/A 0 N/A 570858 12524 0 583382 583382 8751 574631 28732 28732 358 358 28374 28374 28374 93500 93500 28374 54673 31760 29071 50155 165659 93500 28374 65126 230785 0 54673 176112 31760 29071 50155 65126 X Fudan University Education Development Foundation 4705 Center Boulevard Apt 802 Long Island City NY 11109 General Fund 43500 SOAR Foundation 39812 Misssion Blvd Suite 203 Fremont CA 94539 General Fund 21000 Shin Shin Education Foundation 433 California St Ste 81 San Francisco CA 94014 General Fund 20000 WWII Pacific War Memorial H 809 Sacramento Street San Francisco CA 94108 General Fund 9000 93500 566 6878 18312 Other income 20480 46236 46236 false false false false false false false false false false 1769 shares of Fidelity Advisor New Insights FD Cl A 21745 60136 1916 shares of Eaton Vance Large Cap Value Fund Cl I 23233 45627 1620 shares of BNY Mellon Dynamic Value FD CL 60514 66996 1057 shares of Franklin Rising Dividends Fd Adv CL 47377 93365 1987 shares of Fidelity Adv Large Cap Fd Instl CL 57330 85541 2221 shares of DWS Reef Global Infrast Sec Fund 29001 32888 7000 shares of AXT Inc. 21000 16800 5245 shares of Cohen Steers Preferred Sec Income FD CL 65522 61785 376 shares of Franklin Dynatech Fd ADV 38822 52503 672 shares of Fidelity Adv Health Care FD CL I 43034 44847 500 shares of Invesco DB Agriculture Fund 10605 10370 Professional management fees 6079 Other fees 300 Other income 20480 Federal tax on investment income 510 Registry of Charitable Trusts 25