2024-10-14T22:48:56-07:00 2023-12-31 James M Marsh 10625 Calle Mar De Mariposa Apt 240 San Diego CA 92130 990PF 2023-01-01 843586671 PU & ZHANG CHARITABLE FOUNDATION PU&Z 8584659031 PO BOX 9708 RANCHO SANTA FE CA 92067 JENNY ZHANG CEO 8584659031 2024-10-14 true true James Marshn EA P01304694 6192007858 2024-10-14 X 2023 2024-10-15 13:58:12Z X 321537 X X 3660 3660 31731 54765 31731 0 0 35391 35391 0 0 2901 2901 506 506 0 120 120 3527 3527 0 13186 13186 16713 3527 13186 18678 31864 816 730 1497 1497 0 0 131434 144185 313574 0 6466 6466 0 0 0 0 132980 152148 321537 0 0 0 0 0 X 132980 152148 132980 152148 132980 152148 132980 18678 490 152148 152148 ACTIVISION BLIZZARD 30SH D 2020-01-09 2023-10-13 2850 0 1779 1071 0 0 0 1071 BROADCOM INC D 2020-01-09 2023-11-27 16 0 9 7 0 0 0 7 ISHARES RE 200SH D 2012-08-22 2023-01-17 44796 0 12777 32019 0 0 0 32019 SCHLUMBERGER LTD 100SH D 2020-05-15 2023-09-07 6083 0 3849 2234 0 0 0 2234 SVB FINACIAL GROUP 15SH D 2020-01-31 2023-12-22 1 0 3617 -3616 0 0 0 -3616 ZIMVIE INC MERGER 2SH D 2020-01-09 2023-05-08 21 0 60 -39 0 0 0 -39 VMWARE INC MERGER 7SH D 2020-01-09 2023-11-27 998 0 943 55 0 0 0 55 31731 443 0 443 0 443 905 905 -905 462 0 462 false false false false false false false false true DE true false false false false false N/A JENNY ZHANG 8584659031 PO BOX 9708 RANCHO SANTA FE CA 92067 false false false false false false false false false false false false false false false false false false false false JENNY ZHANG PO BOX 9708 RANCHO SANTA FE CA 92067 DIR, PRES, SEC, TREA 10.00 0 0 0 NONE 0 NONE 0 0 0 0 0 0 0 0 0 0 0 0 0 443 443 0 0 0 13186 0 13186 0 0 9269 11591 13186 34046 13186 0 13186 47232 0 0 0 0 0 47232 0 9269 11591 13186 13186 X BLUE MING 8072 AUBERGE CIRCLE SAN DIEGO CA 92127 NON PROFIT SUPPORT FOR ART CLASES 2536 KPBS 5200 CAMPANILE DR SAN DIEGO CA 92182 NON PROFIT CHARITABLE FOUNDATION 150 AAJA 1311 ROSECRANS AVE SAN DIEGO CA 92130 NON PROFIT CHARITABLE DONATION 10000 UNICEF 125 MAIDEN LANE NEW YORK NY 10038 NON PROFIT CHARITABLE DONATION 500 13186 14 3660 31731 3660 31731 35391 0 NO RELATIONSHIP OF ACTIVITIES false false false false false false false false false false STOCKS Donated 2023-10 54765 23034 31731 ISHARES 496 31674 150372 CHECKPOINT 25 2848 3820 ALPHABET 60 4330 8381 ANALOG DEVICES 25 3005 4964 BANK OF AMERICA 200 6145 6734 BROADCOM INC 12 4123 13395 CARRIER GLOBAL 40 897 2298 CHEVRON CORP 25 2937 3729 CITIGROUP 40 2982 2058 DEERE AND CO 30 4530 11996 DISNEY WALT 40 4989 3612 EAST WEST BANCORP 65 3113 4677 FREEPORT 125 1617 5321 JP MORGAN 50 6891 8505 MICROSOFT 100 20690 37604 QORVO INC 25 2795 2815 RTX CORP 75 6040 6310 SAP ADR 25 3315 3865 SKYWORKS 30 3557 3373 UNION PAC 15 2683 3684 VF CORP 25 2400 470 VEEVA SYSTEMS 100 16717 19252 VISA INC 15 2998 3905 ZIMMER BIOMET 20 2909 2434 MONEY MARKET 6466 6466 ANNUAL FEE IRS EFTPS 120 120 PP ADJ 490 INVESTMENT MAN FEE FINANCIAL 2096 2096 TAX SERVICES FINANCIAL 805 805 FOREIGN TAX PAID 15 15 DE STATE TAX 491 491