2025-07-14T12:12:54-05:00 2024-11-30 770077013 HELEN WANG CPA POBOX 220 MORGAN HILL CA 95038 990PF 2023-12-01 943024121 SKB FOUNDATION SKBF 4087471769 1257 ELKO DRIVE SUNNYVALE CA 94089 HO TZU YEN PRESIDENT 4087471769 2025-06-10 1 0 HELEN WANG CPA P00086650 4087799600 X 2023 2025-03-06 01:10:19Z X 10101489 X 1048406 11536 11536 200905 200905 336678 3067314 336678 1597525 549119 0 0 0 5270 2635 2635 43855 43855 0 132 132 0 75 37 38 49332 46659 2673 343500 343500 392832 46659 346173 1204693 502460 136892 88047 88047 434353 827706 827706 5465130 5843832 9185736 3265 3265 0 6039640 6762850 10101489 0 0 X 0 0 0 0 6039640 6762850 6039640 6762850 6039640 6762850 6039640 1204693 0 7244333 481483 6762850 STOCK & MUTUAL FUND 2023-11-30 2024-11-30 57273 26186 31087 31087 STOCK & MUTUAL FUND 2023-11-30 2024-11-30 2985778 2704450 281328 281328 CAPITAL GAINS DIVIDENDS P 24263 24263 24263 336678 6984 0 6984 0 6984 17089 0 0 0 17089 0 10105 10105 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A HO TZU YEN 4087471769 1257 ELKO DRIVE SUNNYVALE CA 94089 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HO TZU YEN 1257 ELKO DRIVE SUNNYVALE CA 94089 PRESIDENT 10.00 0 0 0 YUNG TSAI YEN 1257 ELKO DRIVE SUNNYVALE CA 94089 SECRETARY 4.00 0 0 0 SOPHIA YEN 1257 ELKO DRIVE SUNNYVALE CA 94089 TREASURER 4.00 0 0 0 NONE 0 NONE 0 0 8890924 654741 0 9545665 0 0 9545665 143185 9402480 470124 470124 6984 6984 463140 0 463140 0 463140 346173 0 346173 463140 307081 0 0 346173 307081 0 0 39092 0 0 0 0 0 0 0 0 424048 0 0 0 HO TZU YEN YUNG TSAI YEN HO TZU YEN 1257 ELKO DRIVE SUNNYVALE CA 94089 4087471769 NO PRESCRIBED FORM NONE INDIVIDUAL RECIPIENTS OF THE STUDENT LOAN PROGRAM ARE RESTRICTED TO APPLICANTS WHO: 1. ARE OF TAIWANESE OR CHINESE ORIGIN 2. RESIDE IN THE SAN FRANCISCO BAY AREA 3. ARE A HIGH SCHOOL SENIOR OR A STUDENT IN A POST-SECONDARY EDUCATIONAL INSTITUTION 4. HAVE A FAIRLY GOOD ACADEMIC RECORD 5. ARE INVOLVED IN THE COMMUNITY OR EXTRA-CURRICULAR ACTIVITIES 6. WILL USE THE FUNDS PROVIDED TO SUPPORT POST-SECONDARY EDUCATIONAL ACTIVITIES AACI 2400 MOORPARK AVE STE 300 SAN JOSE CA 95128 NONE PC GENERAL 5000 AMERICAN CIVIL LIBERTIES UNION FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK NY 100042400 NONE PC GENERAL 10000 AVATAMSAKA BUDDHIST LOTUS SOCIETY 50 SOUTH MAIN STREET MILPITAS CA 95035 NONE RELIGIOUS CULTURAL DEVELOPMENT 7000 CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREET 22ND FLOOR NEW YORK NY 10038 NONE PC GENERAL 5000 COMMUNITY SERVICES AGENCY 204 STIERLIN ROAD MOUNTAIN VIEW CA 94043 NONE PC GENERAL 5000 EAST WEST PLAYERS 120 JUDGE JOHN AISO STREET LOS ANGELES CA 90012 NONE PC GENERAL 11500 EVERYTOWN FOR GUN SAFETY SUPPORT FUND PO BOX 3886 NEW YORK NY 10163 NONE PC GENERAL 10000 FORMOSA ASSOCIATION FOR PUBLIC AFFAIRS 552 7TH STREET SE WASHINGTON DC 20003 NONE PC GENERAL 7000 FREEDOM FROM RELIGION FOUNDATION PO BOX 750 MADISON WI 53701 NONE PC GENERAL 5000 GREATER LOS ANGELES ZOO ASSOCIATION 5333 ZOO DRIVE LOS ANGELES CA 900271451 NONE PC GENERAL 15000 MATHCOUNTS FOUNDATION 1420 KING STREET ALEXANDRIA VA 223142794 NONE PC GENERAL 11500 MILLION LITTLE 25050 AVENUE KEARNY STE 212 VALENCIA CA 91355 NONE PC GENERAL 5000 NATIONAL TAIWAN UNIVERSITY ACADEMIC DEVELOPMENT FOUNDATION 38 RIDGEFIELD LANE WILLOWBROOK IL 60527 NONE PC GENERAL 3500 NORTH AMERICA TAIWAN STUDIES ASSOCIATION 91 KELLOGG WAY SANTA CLARA CA 95051 NONE PC 2025 NATSA ANNUAL CONFERENCE 4000 NORTH AMERICA TAIWANESE PROFESSORS' ASSOCIATION PO BOX 341741 BETHESDA MD 20827 NONE PC GENERAL 7000 NORTH AMERICA TAIWANESE WOMEN'S ASSOCIATION 15 STONEWELL DRIVE LIVINGSTONE NJ 07039 NONE PC GENERAL 3500 NORTH AMERICA TAIWANESE WOMEN'S ASSOCIATION 15 STONEWELL DRIVE LIVINGSTONE NJ 07039 NONE PC NO. CALIFORNIA CHAPTER 3500 PEOPLE FOR THE AMERICAN WAY FOUNDATION 1101 15TH STREET NW6TH FLOOR WASHINGTON DC 20005 NONE PC REPRODUCTION RIGHTS 10000 PROPUBLICA 155 AVENUE OF THE AMERICAS 13TH FLOOR NEW YORK NY 10013 NONE PC GENERAL 10000 SANTA MONICA EDUCATION FOUNDATION 1717 4TH STREET STE 132A SANTA MONICA CA 90401 NONE PC GENERAL 12000 SAVE 1900 MOWRY AVENUE STE 201 FREMONT CA 94538 NONE PC GENERAL 2500 T LEAGUE RGT PO BOX 3387 FREMONT CA 94539 NONE PC CULTURAL & SPORTS INITIATIVES BETWEEN TAIWAN & US 30000 T LEAGUE RGT PO BOX 3387 FREMONT CA 94539 NONE PC MUSICIAN FOR TAIWAN PRESIDENT'S CAMPAIGN SONG 2000 TAIWAN STUDIES INC 273 WYCKOFF AVENUE BROOKLYN NY 112375504 NONE PC GENERAL 4000 TAIWANESE ALLIANCE OF INTERCULTURE 1064 MOONGATE PLACE SAN JOSE CA 95120 NONE PC GENERAL 3000 TAIWANESE AMERICAN CENTER OF NORTHERN CALIFORNIA 4413 FORTRAN DRIVE SAN JOSE CA 95134 NONE PC GENERAL 7000 TAIWANESE AMERICAN FEDERATION OF NORTHERN CALIFORNIA 788 LEWELLING BLVD SAN LEANDRO CA 94579 NONE PC GENERAL 7000 TASK FORCE BUTLER INSTITUTE PO BOX 349 LEWES DE 19958 NONE PC GENERAL 5000 UNIVERSITY OF CALIFORNIA BERKELEY 1995 UNIVERSITY AVENUE SUITE 401 BERKELEY CA 947041058 NONE EDUCATION YEN FAMILY ENDOWED DOCTORAL FELLOWSHIP IN PUBLIC HEALTH 100000 USO 2111 WILSON BLVD STE 1200 ARLINGTON VA 22201 NONE PC GENERAL 12500 WIKIMEDIA FOUNDATION PO BOX 98204 WASHINGTON DC 20090 NONE PC GENERAL 10000 WOMEN MOVING MILLIONS 19 FULTON STREET SUITE 301 NEW YORK NY 10038 NONE PC GENERAL 10000 343500 0 14 11536 14 200905 18 336678 0 549119 0 549119 0 0 0 0 0 0 0 0 0 0 X X 1 HO TZU YEN 1257 ELKO DRIVE SUNNYVLE CA 94089 1048406 X 1 113 SHARES ADVANCED MICRO DEVICES 15535 2023-12-20 1 135 SHARES APPLE 26494 2023-12-20 1 31 SHARES COSTCO 20695 2023-12-20 1 111.722 SHARES DODGE COX STOCK FUND 26731 2023-12-20 1 116 SHARES ELI LILLY 66694 2023-12-20 1 142 SHARES MICROSOFT 53006 2023-12-20 1 34 SHARES O'REILLY AUTOMOTIVES 32625 2023-12-20 1 18 SHARES GRAINGER WW 14824 2023-12-20 1 389 SHARES TECHNOLOGY SELECTED SECTOR SPIDER 74431 2023-12-20 1 1812 SHARES FIRST TRUST NASDAG CYBERSECURITY 98210 2023-12-19 1 435 SHARES SECTOR ENERGY 36805 2023-12-28 1 259 SHARES AMERICAN INTERNATIONAL GROUP 17532 2023-12-28 1 665 SHARES APOLLO GLOBAL MANAGEMENT 62420 2023-12-28 1 226 SHARES APPLE 43825 2023-12-28 1 37 SHARES BROADCOM 41649 2023-12-28 1 120 SHARES COCA COLA 7044 2023-12-28 1 66 SHARES HOME DEPOT 22930 2023-12-28 1 70 SHARES JOHNSON & JOHNSON 10963 2023-12-28 1 59 SHARES JPMORGN CHASE 10020 2023-12-28 1 112 SHARES LINDE 45926 2023-12-28 1 38 SHARES MASTER CARD 16189 2023-12-28 1 6 SHARES MERCK 652 2023-12-28 1 191 SHARES METLIFE 12629 2023-12-28 1 168 SHARES MICROSOFT 63052 2023-12-28 1 277 SHARES MONDELEZ INTERNATIONAL 19950 2023-12-28 1 18 SHARES NORTHROP GRUMMAN 8375 2023-12-28 1 193 SHARES ORACLE 20399 2023-12-28 1 65 SHARES PIONEER NATURAL RESOURCES 14736 2023-12-28 1 163 SHARES PPG INDUSTRIES 24527 2023-12-28 1 213 SHARES SAP SE 33003 2023-12-28 1 118 SHARES TRAVELERS COMPANY 22326 2023-12-28 1 48 SHARES UNITED HEALTH GROUP 25219 2023-12-28 1 92 SHARES VISA 23897 2023-12-28 1 75 SHARES VULCAN MATERIALS 16919 2023-12-28 1 102 SHARES WASTE MANAGEMENT 18174 2023-12-28 TAX RETURN PREPARATION 5270 2635 2635 STOCK & MUTUAL FUND 5843832 9185736 ORGANIZAION COSTS 3265 3265 0 TO REDUCE STOCK DONATION FROM FOUNDATION MANAGER TO DONOR'S BASIS 481483 FILING FEES 75 37 38 INVESTMENT MANAGEMENT FEES 43855 43855 0 FOREIGN TAX WITHHELD ON DIVIDEND 132 132 0