2024-10-24T14:19:58-05:00 2023-12-31 330783700 PDM LLP 3460 TORRANCE BLVD STE 200 TORRANCE CA 90503 990PF 2023-01-01 330419283 HONG-YEN & LIN-RUN HSU CHARITABLE FND FOUNDATION HONG 5625987427 6380 E SHERI LANE LONG BEACH CA 90815 CHAU HSU MANAGER 5625987427 2024-10-18 1 1 PAMELA KLEIN CPA P00631789 3105404118 2023 2024-10-15 13:58:12Z X 9439072 X 641000 231 231 222858 222858 99909 2014692 99909 -57 0 0 963941 322998 0 0 0 0 0 7650 0 0 7650 1113 0 0 0 75333 74992 95 246 84096 74992 95 7896 575500 575500 659596 74992 95 583396 304345 248006 0 5714 5714 5714 321887 392386 392386 7090977 7360873 8480023 24000 24000 24000 100000 721514 720857 460949 8164092 8503830 9439072 0 0 X 0 0 0 0 8164092 8503830 8164092 8503830 8164092 8503830 8164092 304345 35393 8503830 0 8503830 CATHAY WEALTH MGMT 1880 (0363) P 2023-01-01 2023-12-31 237089 243159 -6070 -6070 CATHAY WEALTH MGMT 1880 (0363) P 2023-01-01 2023-12-31 209919 230718 -20799 -20799 CATHAY WEALTH MGMT 1941 (0364) P 2023-01-01 2023-12-31 73500 76466 -2966 -2966 AMERITRADE 6825 P 2023-01-01 2023-12-31 6899 6472 427 427 AMERITRADE 6825 P 2023-01-01 2023-12-31 260332 209087 51245 51245 AMERITRADE 6825 P 2023-01-01 2023-12-31 17192 4364 12828 12828 CHARLES SCHWAB 6187 P 2023-01-01 2023-12-31 28753 27822 931 931 CHARLES SCHWAB 6187 P 2023-01-01 2023-12-31 424201 373278 50923 50923 CHARLES SCHWAB 8144 P 2023-01-01 2023-12-31 44012 44421 -409 -409 CHARLES SCHWAB 8144 P 2023-01-01 2023-12-31 128238 126950 1288 1288 CHARLES SCHWAB 6194 P 2023-01-01 2023-12-31 573821 572046 1775 1775 CAPITAL GAINS DIVIDENDS P 10736 10736 10736 99909 3447 0 3447 0 3447 3164 0 3500 0 6664 0 3217 3217 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A CHAU HSU 9493340061 6380 E SHERI LN LONG BEACH CA 90815 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHAU HSU 6380 E SHERI LN LONG BEACH CA 90815 PRESIDENT 2.00 0 0 0 MELISSA SEE 9200 JERONIMO RD IRVINE CA 92618 TREASURER 2.00 0 0 0 DAVID LU 6380 E SHERI LN LONG BEACH CA 90815 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 7878564 266865 560949 8706378 0 0 8706378 130596 8575782 428789 428789 3447 3447 425342 0 425342 0 425342 583396 0 583396 425342 414190 0 0 583396 414190 0 0 169206 0 0 0 0 0 0 0 0 256136 0 0 0 X BRION RESEARCH INSTITUTE 116 CHUNG-CHING SOUTH RD SEC 3 TAIPEI TAIPEI CITY TW 100 N/A PC RESEARCH 30000 CHRISTIAN WITNESS THEOLOGICAL SEMINARY 1975 CONCOURSE DRIVE SAN JOSE CA 95131 N/A PC RELIGIOUS OUTREACH 10000 PRESBYTERIAN FOUNDATION 200 EAST TWELFTH STREET JEFFERSON IN 47130 N/A PC RELIGIOUS OUTREACH 310000 SALVATION ARMY PO BOX 90935 LONG BEACH CA 90809 N/A PC RELIGIOUS OUTREACH 10000 ZAUAN MEDICAL RESEARCH CENTER 8 RUSSELL AVE SUITE 101 GAITHERSBURG MD 20877 N/A PC MEDICAL RESEARCH 155500 ALABAMA AEROSPACE AND AVIATION SCHOOL 1414 2ND AVE N BESSEMER AL 35020 N/A PC EDUCATION 50000 PRESBYTERIAN DISASTER ASSISTANCE 100 WITHERSPOON STREET LOUISVILLE KY 40202 N/A PC DISASTER RELIEF 10000 575500 0 14 231 14 222858 18 99909 PARTNERSHIP INCOME 531390 -57 -57 322998 0 322941 8 N/A 0 0 0 0 0 0 0 0 0 0 X X 1 LINGKOGIN INC 2005 PALO VERDE AVE 316 LONG BEACH CA 90815 50000 X 2 SUN TEN LABORATORIES 9250 JERONIMO ROAD IRVINE CA 92618 91000 X 3 BRION NOTE TRUST 1845 BUSINESS CENTER DRIVE STE 103 SAN BERNARDINO CA 92408 500000 X PROFESSIONAL FEES 7650 0 0 7650 CATHAY WEALTH MGT #1941 (0364) 1319443 1248028 CATHAY WEALTH MGT #1880 (0363) 1679549 1726830 CHARLES SCHWAB #6194 854189 1123390 CHARLES SCHWAB #8144 1480880 1539946 CHARLES SCHWAB #6187 2026812 2841829 RANCHO MIRAGE INDUSTRIAL PARK AT COST 101975 101975 COLE CREDIT PROPERTY TRUST IV AT COST 180000 113580 ARC HEALTH CARE TRUST II AT COST 80000 54802 KBS REIT INVESTMENT AT COST 358882 190592 FILING FEES 95 0 95 0 INVESTMENT FEES 70025 70025 0 0 BANK CHARGES 208 208 0 0 OFFICE EXPENSE 246 0 0 246 PROPERTY EXPENSE 4759 4759 0 0 PARTNERSHIP INCOME -57 0 PRIOR PERIOD ADJUSTMENT 35393 FOREIGN TAX 1113 0 0 0