2025-11-17T11:24:17-06:00 2024-12-31 770051130 ABBOTT STRINGHAM & LYNCH 1901 S BASCOM AVE STE 105 CAMPBELL CA 95008 990PF 2024-01-01 770524369 THE DYNAMIC FOUNDATION DYNA 4084328500 2185 FORTUNE DRIVE SAN JOSE CA 951311805 THERESA PAN CEO 4084328500 2025-11-13 1 0 ANURADHA A JOSHI P01406402 4083778700 2025-11-13 2024 2025-03-06 01:10:19Z X 19977372 X 0 X 3 3 3 403130 403130 403130 236411 735430 311524 0 98636 98636 98636 738180 813293 501769 149600 0 0 149600 257305 0 0 257305 34080 17040 0 17040 9490 9490 0 0 122873 7895 0 108978 3164 0 3164 21448 0 0 21448 24754 0 0 24754 275973 0 0 275973 898687 34425 3164 855098 0 0 898687 34425 3164 855098 -160507 778868 498605 345513 874017 874017 15509 13921 15509 15509 15005 15005 15005 2519344 2444230 4916275 10583174 10450904 14075404 191514 119148 75530 72366 72366 9214 8796 8796 13561701 13880827 19977372 637 480270 637 480270 X 0 0 0 0 13561064 13400557 13561064 13400557 13561701 13880827 13561064 -160507 0 13400557 0 13400557 DODGE & COX INTERNATL STOCK CL I, DODFX P 2018-03-23 2024-02-08 49985 47293 2692 2692 LUMENTUM HLDGS INC COM, LITE P 2004-11-23 2024-12-16 285742 1 285741 285741 PIMCO INCOME FUND INSTITUTIONAL FUND, PIMIX P 2018-03-23 2024-02-08 199985 227602 -27617 -27617 VANGUARD INDEX FDS VANGUARD TOTAL STK MK, VTI P 2020-01-10 2024-02-08 149817 100487 49330 49330 VANGUARD INTL EQUITYINDEX FDS TT WRLD ST, VT P 2022-01-21 2024-02-08 49901 48523 1378 1378 311524 0 10826 0 10826 0 10826 4873 0 10000 0 14873 X 22 4025 4025 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 0 0 1 WWW.DYNAMICFOUNDATION.ORG MS THERESA STONE PAN 4084328500 2185 FORTUNE DRIVE SAN JOSE CA 951311805 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KUNG SHIH 2185 FORTUNE DRIVE SAN JOSE CA 951311805 CEO 20.00 0 0 0 THERESA PAN 2185 FORTUNE DRIVE SAN JOSE CA 951311805 FOUNDER & CFO 20.00 0 0 0 GRACE PAN 2185 FORTUNE DRIVE SAN JOSE CA 951311805 VICE PRESIDENT 24.00 60000 0 0 STEPHANIE LEE 2185 FORTUNE DRIVE SAN JOSE CA 951311805 SECRETARY 24.00 49600 0 0 KUO GUANG WANG 2185 FORTUNE DRIVE SAN JOSE CA 95131 NEWSLETTER EDITOR 40.00 100000 0 0 STEPHEN YU 2185 FORTUNE DRIVE SAN JOSE CA 95131 FINANCIAL ANALYST 16.00 89600 0 0 TAI GUANG HO 2185 FORTUNE DRIVE SAN JOSE CA 95131 PROGRAM COORDINATOR/ 20.00 50000 0 0 0 NONE 0 DYNAMIC SENIOR CITIZEN PROGRAM - PROVIDE TRIPS,CONFERENCES, CLASSES AND CULTURAL EVENTS FOR PARTICIPANTS. PUBLICATION OF NEWSLETTERS. 845164 ONE MEAL AT A TIME - PROVIDE MEALS, MEDICAL EXPENSES AND FINANCIAL ASSISTANCE FOR UNDERPRIVILEGED CHILDREN IN RURAL INDIA. 9929 0 16352040 532069 1462751 18346860 0 0 18346860 275203 18071657 903583 X 855098 0 855098 2001-08-23 X 498605 429501 363460 451364 1742930 423814 365076 308941 383659 1481491 855098 891523 745241 752346 3244208 0 0 0 0 0 855098 891523 745241 752346 3244208 0 0 602389 571695 651333 706183 2531600 0 0 0 0 THERESA PAN THE DYNAMIC FOUNDATION 2185 FORTUNE DRIVE SAN JOSE CA 95131 4084328500 NOT APPLICABLE NONE PURPOSE OF THE CORPORATION IS TO PROMOTE AND SUPPORT THE CULTURAL, EDUCATIONAL, RELIGIOUS, AND MEDICAL NEEDS OF PEOPLE WHO ARE POOR OR ARE IN NEED OF FINANCIAL ASSISTANCE BOTH IN THE UNITED STATES AND ABROAD. 0 0 14 3 14 403130 14 98636 18 236411 0 738180 0 738180 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 34080 17040 0 17040 SOUND EQUIPMENT AND PROJECTOR 2006-07-07 15563 15563 200DB 5.000000000000 0 0 0 ELECTRICAL IMPROVEMENTS 2006-06-23 10650 4789 SL 39.000000000000 273 0 273 DRAPERIES 2006-06-23 11000 11000 200DB 5.000000000000 0 0 0 CARPETING/FLOORING 2006-05-30 15385 15385 200DB 5.000000000000 0 0 0 LIGHTING FIXTURES 2006-12-21 3050 3050 200DB 5.000000000000 0 0 0 MIRRORS 2006-08-02 2600 2600 200DB 5.000000000000 0 0 0 TILING 2006-09-28 3200 3200 200DB 5.000000000000 0 0 0 DECK 2006-04-15 1150 514 SL 39.000000000000 29 0 29 AIR PIPING 2006-05-19 3000 1357 SL 39.000000000000 77 0 77 LEASEHOLD IMPROVEMENTS 2007-03-12 1800 773 SL 39.000000000000 46 0 46 STOVE RANGE 2011-01-01 1360 1360 200DB 7.000000000000 0 0 0 FARGO ID PRINTER 2013-11-21 1129 1129 200DB 7.000000000000 0 0 0 KONICA MINOLTA BIZHUB C458 MULTIFUNCTION PRINTER 2016-12-09 5618 2809 200DB 5.000000000000 0 0 0 FIRE ALARM CONTROL BOARD 2019-01-31 2849 150DB 15.000000000000 0 0 190 2 HVAC UNITS 2019-07-24 72440 8279 SL 39.000000000000 1857 0 1857 APPLE MBP COMPUTER 2020-12-04 3672 200DB 7.000000000000 0 0 525 CABINETS 2020-12-07 7026 200DB 5.000000000000 0 0 1405 STEPHEN'S MACKBOOK PRO 2021-10-27 2680 200DB 5.000000000000 0 0 536 THERESA'S APPLE MACBOOK PRO LAPTOP 2021-12-02 4269 200DB 5.000000000000 0 0 854 SECURITY CAMERAS 2021-12-21 6705 200DB 7.000000000000 0 0 958 SECURITY CAMERAS 2022-08-08 4377 200DB 7.000000000000 0 0 625 STEPHEN'S ZOOM HEADPHONES 2023-07-06 3761 113 200DB 5.000000000000 256 0 752 MBS BUSINESS SYSTEMS 2023-10-30 8231 82 200DB 5.000000000000 626 0 1646 LUMENTUM HOLDINGS INC COM (LITE) 1048515 2896275 VIAVI SOLUTIONS INC COM (VIAV) 1395715 2020000 DFA COMMODITY STRATEGY PORT INSTL (DCMSX) AT COST 357280 286829 DFA INTERNATIONAL REAL ESTATE SEC PORTFOLIO (DFITX) AT COST 358994 232909 DFA EMERGING MRKTS CORE EQU PORTF (DFCEX) AT COST 228839 345996 DODGE & COX INTERNATL STOCK FUND (DODFX) AT COST 405568 633522 NEUBERGER BERMAN ABS RTN MUTLI-MGN INSTL (NABIX) AT COST 1174579 1278734 VANGUARD EUROPEAN STOCK INDEX ADMIRAL (VEUSX) AT COST 572968 761477 BLACKROCK TOTAL RET BLKRK SH CL (MPHQX) AT COST 771800 705718 PIMCO INVMT GRADE CREDIT BD FD INST (PIGIX) AT COST 462034 387390 PIMCO INCOME FUND INSTITUTIONAL FUND (PIMIX) AT COST 1193230 1119645 PIMCO EMERGING MKTS FULL SPECTRUM BOND I (PFSIX) AT COST 596850 484144 PIMCO MORTGAGE OPPOR AND BOND FUND INST (PMZIX) AT COST 471493 397066 VANGUARD INTL EQUITY INDEX FD INC VANGUARD PACIFIC VIPERS (VPL ) AT COST 412241 461192 VANGUARD INDEX FDS VANGUARD TOTAL STK (VTI) AT COST 1176084 4447424 VANGUARD INTL EQUITY INDEX FDS TT WRLD ST (VT) AT COST 611763 849145 VANGUARD REAL ESTATE ETF (VNQ) AT COST 200111 282651 RIMROCK HIGH INCOME PLUS (CAYMAN) FUND, LTD AT COST 1457070 1401562 SOUND EQUIPMENT AND PROJECTOR 15563 15563 0 ELECTRICAL IMPROVEMENTS 10650 5062 5588 DRAPERIES 11000 11000 0 CARPETING/FLOORING 15385 15385 0 LIGHTING FIXTURES 3050 3050 0 MIRRORS 2600 2600 0 TILING 3200 3200 0 DECK 1150 543 607 AIR PIPING 3000 1434 1566 LEASEHOLD IMPROVEMENTS 1800 819 981 STOVE RANGE 1360 1360 0 FARGO ID PRINTER 1129 1129 0 KONICA MINOLTA BIZHUB C458 MULTIFUNCTION PRINTER 5618 5618 0 FIRE ALARM CONTROL BOARD 2849 2849 0 2 HVAC UNITS 72440 10136 62304 APPLE MBP COMPUTER 3672 3672 0 CABINETS 7026 7026 0 STEPHEN'S MACKBOOK PRO 2680 2680 0 THERESA'S APPLE MACBOOK PRO LAPTOP 4269 4269 0 SECURITY CAMERAS 6705 6705 0 SECURITY CAMERAS 4377 4377 0 STEPHEN'S ZOOM HEADPHONES 3761 3378 383 MBS BUSINESS SYSTEMS 8231 7293 938 ORGANIZATION COSTS 3203 3203 3203 BASIS ADJUSTMENTS PENDING 6011 5593 5593 CONTRACT SERVICES 19040 0 0 19040 POSTAGE & FREIGHT 4975 0 0 4975 MEDICAL INSURANCE 11036 0 0 11036 PROPERTY & LIABILITY INSURANCE 9769 0 0 9769 OFFICE SUPPLIES 2447 0 0 2447 TELEPHONE & FAX 9973 0 0 9973 UTILITIES 26128 0 0 26128 ALARM SERVICE 4884 0 0 4884 CLEANING & GARBAGE 2561 0 0 2561 MAINTENANCE & REPAIRS 15899 0 0 15899 WORKER'S COMPENSATION INSURANCE 9068 0 0 9068 DUES AND SUBSCRIPTIONS 289 0 0 289 MISCELLANEOUS 1438 0 0 1438 MEALS 7970 0 0 7970 SENIOR PROGRAM 144000 0 0 144000 MEAL SERVICE 888 0 0 888 AUTO EXPENSES 5608 0 0 5608 RIMROCK HIGH INCOME PLUS (CAYMAN) 98636 98636 98636 INVESTMENT ADVISORY FEES 9490 9490 0 0 PROPERTY TAXES 78450 0 0 78450 CA FORM RRF-1 FILING FEES 100 0 0 100 FOREIGN TAXES WITHHELD 7895 7895 0 0 FEDERAL TAXES 6000 0 0 0 LICENSE FEE 135 0 0 135 PAYROLL TAXES 30293 0 0 30293