2024-02-02T09:41:34-06:00 2023-03-31 341883473 CBIZ MHM LLC 1065 AVENUE OF THE AMERICAS NEW YORK NY 10018 990PF 2022-04-01 133904882 CHIA FAMILY FOUNDATION INC CHIA 5617751272 430 VIA LIDO NORD NEWPORT BEACH CA 92663 KATHERINE CHIA CHAIRPERSON 9176736522 2024-02-01 1 KATHERINE CHIA XXX-XX-XXXX 1 KENNETH R NOLAN P01256016 2127905700 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 15138322 X X 375932 375932 -1112786 19780987 0 -75100 1808 -811954 377740 50000 0 50000 6000 0 6000 90162 90162 0 146162 90162 56000 1275450 1275450 1421612 90162 1331450 -2233566 287578 3896045 189771 189771 10458144 11107462 13445464 1248947 1500000 1503087 15603136 12797233 15138322 6000 0 6000 X 0 0 0 0 15603136 12791233 15603136 12791233 15603136 12797233 15603136 -2233566 0 13369570 578337 12791233 PUBLICLY TRADED SECURITIES THRU MS A/C#052725 P 2022-05-31 246350 101251 145099 145099 PUBLICLY TRADED SECURITIES THRU MS A/C#052725 P 2022-05-31 18324 21544 -3220 -3220 PUBLICLY TRADED SECURITIES THRU MS A/C#052726 P 2023-03-31 1000000 1000000 0 0 PUBLICLY TRADED SECURITIES THRU MS A/C#052730 P 2022-05-31 116463 58783 57680 57680 PUBLICLY TRADED SECURITIES THRU MS A/C#052730 P 2022-05-31 13497 11110 2387 2387 PUBLICLY TRADED SECURITIES THRU MS A/C#053348 P 2023-03-31 2151667 1882476 269191 269191 PUBLICLY TRADED SECURITIES THRU MS A/C#053348 P 2023-03-31 16234686 17818609 -1583923 -1583923 -1112786 3997 0 3997 0 3997 0 0 10000 0 10000 X 201 5802 5802 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A KATHERINE CHIA 9176736522 222 PARK AVENUE SOUTH 6C NEW YORK NY 100031506 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PEI-YUAN CHIA 430 VIA LIDO NORD NEWPORT BEACH CA 92663 DIRECTOR 1.00 0 0 0 KATHERINE CHIA 222 PARK AVE SOUTH APT 6C NEW YORK NY 10003 CHAIRPERSON 1.00 0 0 0 DOUGLAS K CHIA 20 BOGART COURT PRINCETON NJ 08540 TRUSTEE 0.50 0 0 0 CANDICE KAI-DEE CHIA 1243 HAGEN ROAD NAPA CA 94558 TRUSTEE 0.50 0 0 0 KATHERINE SHEN 430 VIA LIDO NORD NEWPORT BEACH CA 92663 TRUSTEE 0.50 0 0 0 PEI-LOH LO 407 INVERNESS LANE ST PETER MN 56082 CHIEF OPERATING OFFICER 5.00 50000 0 0 NONE 0 NONE 0 0 14877198 697502 0 15574700 0 0 15574700 233621 15341079 767054 767054 3997 3997 763057 0 763057 0 763057 1331450 0 1331450 763057 0 0 76511 652200 903064 2521790 4153565 1331450 0 0 0 763057 568393 0 0 4721958 0 0 0 0 0 0 76511 4645447 652200 903064 2521790 568393 PEI-YUAN CHIA X AMHERST COLLEGE POBOX 5000 AMHERST MA 01002 NONE PUBLIC CHARITY EDUCATION 200000 DARTMOUTH COLLEGE DARTMOUTH COLLEGE STREET HANOVER NH 03755 NONE PUBLIC CHARITY EDUCATION 300000 FAMILIES FORWARD 9445 FARNHAM ST SAN DIEGO CA 92123 NONE PUBLIC CHARITY HOUSING PROGRAM 10000 HOAG HOSPITAL FOUNDATION 500 SUPERIOR AVENUE NEWPORT BEACH CA 92663 NONE PUBLIC CHARITY HEALTH 25000 SCHOLARSHIP AMERICA 1550 AMERICAN BLVD E STE155 MINNEAPOLIS MN 55425 NONE PUBLIC CHARITY EDUCATION 82450 UNITED BOARD 475 RIVERSIDE DR 1221 NEW YORK NY 10115 NONE PUBLIC CHARITY EDUCATION 173000 UNIVERSITY OF PENNSYLVANIA UNIVERSITY CITY PHILADELPHIA PA 19104 NONE PUBLIC CHARITY EDUCATION 365000 YALE CHINA ASSOCIATION 442 TEMPLE STREET PO BOX 208223 NEW HAVEN CT 06520 NONE PUBLIC CHARITY EDUCATION 120000 1275450 0 14 375932 18 -1112786 OTHER INCOME THRU PASS-THROUGH ENTITIES-PTP 900099 -76908 14 1808 -76908 -735046 0 -811954 0 0 0 0 0 0 0 0 0 0 MS A/C #052726 - CORPORATE BONDS 1500000 1503087 MS A/C #053348- CORPORATE STOCKS 11107462 13445464 P/Y INCOME/BALANCES INCLUDED IN P/Y REPORTING 578337 INVESTMENT FEES 90162 90162 0 OTHER INCOME THRU PASS-THROUGH ENTITIES-PTP -75100 1808 -75100