2025-11-24T10:36:02-06:00 2025-08-31 475284605 ERIC ZHANG & ASSOCIATES LLP 860 HILLVIEW CT STE 230 MILPITAS CA 95035 990PF 2024-09-01 823132297 CNY GLOBAL FOUNDATION CNYG 5105795218 256 SCOTIA CT FREMONT CA 94539 CHENG SHI CEO 5105795218 2025-11-23 1 0 ERIC ZHANG CPA P00548506 4084358828 2024 2025-03-06 01:10:19Z X 335285 X X 150 150 150 18608 18608 18608 1577 18342 1577 7 20335 20335 18765 0 0 0 0 1645 0 0 1645 171 171 171 0 885 0 0 10323 3092 3092 7231 13024 3263 3263 8876 0 0 13024 3263 3263 8876 7311 17072 15502 2901 3854 3854 10243 308 308 282723 299901 330052 6040 4969 1956 1071 1071 297823 305134 335285 0 0 X 251694 251694 0 0 46129 53440 297823 305134 297823 305134 297823 7311 0 305134 0 305134 12.16 SHARES OAKMARK FUNDS 2024-06-28 2025-04-01 439 432 7 7 496.076 SHARES OAKMARK FUNDS 2018-08-01 2025-04-01 17903 16333 1570 1570 1577 7 237 0 237 0 237 0 0 0 0 0 0 237 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 0 0 1 WWW.CNYFOUNDATION.ORG CHENG SHI 5105795218 256 SCOTIA CT FREMONT CA 94539 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHENG SHI 256 SCOTIA CT FREMONT CA 94539 CEO 2.00 0 0 0 XIAOYU ZENG 256 SCOTIA CT FREMONT CA 94539 CFO AND SECRETARY 2.00 0 0 0 LIN SHI 256 SCOTIA CT FREMONT CA 94539 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 FINANCIAL AWARENESS CONSULTATIONSEE GENERAL EXPLANATION STATEMENT 4900 COMMUNITY LEADER TRAINING WORKSHOPSEE GENERAL EXPLANATION STATEMENT 2052 0 308975 11554 0 320529 0 0 320529 4808 315721 15786 X 8876 0 8876 X 15502 7263 8424 15002 46191 13177 6174 7160 12752 39262 8876 8790 7388 11336 36390 0 0 0 0 0 8876 8790 7388 11336 36390 0 0 10524 9695 8838 10001 39058 0 0 0 0 CHENG SHI X 0 0 14 150 14 18608 18 1577 0 20335 0 20335 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 1645 0 0 1645 LAPTOP 2018-08-30 1299 1299 SL 5.000000000000 0 0 0 PRINTER 2018-08-30 306 306 SL 5.000000000000 0 0 0 LAPTOP AND WIRELESS MOUSE 2020-08-17 963 772 SL 5.000000000000 191 0 191 IPAD PRO, MAGIC KEYBOARD AND MOUSE 2021-08-16 1597 957 SL 5.000000000000 319 0 319 LASER PRINTER 2022-08-22 549 220 SL 5.000000000000 110 0 110 MS SURFACE LAPTOP 2022-08-22 1326 530 SL 5.000000000000 265 0 265 FINANCIAL AWARENESS CONSULTATION FORM 990PF PART IX-A SUMMARY OF DIRECT CHARITABLE ACTIVITIES FINANCIAL AWARENESS CONSULTATIONPROGRAM OBJECTIVES:-CNY GLOBAL FOUNDATION IS COMMITTED TO MORE EDUCATION PROGRAMS TO PEOPLE IN-NEED-BRING IN EXPERT FINANCIAL CONSULTANTS TO ADVISE AND HELP MORE PEOPLE IN-NEED-SHARE FINANCIAL KNOWLEDGE GLOBALLY, PROMOTE SHARED LEARNING AND CONTINUOUS IMPROVEMENTPROGRAM DETAILS:-CONTINUE OUR PARTNERSHIP WITH NORTHSTAR INVESTMENT ADVISORY TO PROVIDE FINANCIAL AWARENESS CONSULTATION TO MEMBERS OF MONEY HEALTH COLLECTIVE-DISCUSSIONS WITH NORTHSTAR CONSULTANTS TO DISCUSS SUPPORT PROGRAMS AVAILABLE-COLLECT FEEDBACK FROM PARTICIPANTSPROGRAM SCHEDULE:-2025 - 2026PROGRAM OUTCOME:-CONTRIBUTE TO PROVIDE FINANCIAL CONSULTATION PROGRAMS HOSTED BY THE NORTHSTAR CONSULTANTS-PROVIDE A 1-YEAR CONSULTATION TO 350 PEOPLE IN MONEY HEALTH COLLECTIVEORGANIZERS AND PARTICIPANTS:-CHENG SHI, CEO, CNY GLOBAL FOUNDATION-LIN SHI, DIRECTOR, CNY GLOBAL FOUNDATION-SHRI KRISHNANSEN, ORGANIZER, MONEY HEALTH COLLECTIVE-AMANDA PEPPERS, SENIOR MANAGER, CONSULTANT RELATIONS, NORTHSTAR INVESTMENT ADVISORYPROGRAM EXPENSE: -NORTHSTAR SERVICES (PREPAYMENT FOR NOV 2025 - DEC 2026), 350 ELIGIBLE MEMBERS $4,900.00TOTAL EXPENSE: $4,900.00 COMMUNITY LEADER TRAINING WORKSHOP FORM 990PF PART IX-A SUMMARY OF DIRECT CHARITABLE ACTIVITIES COMMUNITY LEADER TRAINING WORKSHOP PROGRAM OBJECTIVES: -CNY GLOBAL FOUNDATION IS COMMITTED TO MORE EDUCATIONAL PROGRAMS -JOINTLY SUPPORT COMMUNITY LEADER TRAINING PROGRAMS AND EVENTS WITH GLOBAL SHAPERS -FOSTER COLLABORATION AND SKILL-BUILDING AMONG PARTICIPANTS TO SUPPORT LOCAL COMMUNITIES PROGRAM DETAILS: -JOINTLY ORGANIZED TRAINING WORKSHOP, EXPLORING COLLABORATION AND EFFECTIVE PROJECT DESIGNS -INVITED DR. CHRISTIAN BUSH TO PRESENT LEADERSHIP SKILLS IN UNCERTAINTY AND OPPORTUNITY CREATION -SPONSORED MEALS FOR THE PARTICIPANTS AT THIS EVENT PROGRAM SCHEDULE: -AUGUST 8-10, 2025, IN LOS ANGELES PROGRAM OUTCOME: -NEW INTER-CITY COLLABORATIONS WERE INITIATED TO ADDRESS SHARED COMMUNITY CHALLENGES -ESTABLISHED A SUPPORT NETWORK TO SUSTAIN LEARNING AND COORDINATION -TOTAL OF 60 PEOPLE FROM ELEVEN CITIES ATTENDED THIS 3-DAY WORKSHOP ORGANIZERS AND PARTICIPANTS: -CHENG SHI, CEO, CNY GLOBAL FOUNDATION -LIN SHI, DIRECTOR, CNY GLOBAL FOUNDATION -PAVAN SAMPATH, CURATOR, GLOBAL SHAPERS LOS ANGELES HUBPROGRAM EXPENSE: -CATERING (BREAKFAST), 38 ELIGIBLE MEMBERS, UNIT PRICE $20 $760.00.-CATERING (LUNCH), 38 ELIGIBLE MEMBERS, UNIT PRICE $25 $950.00.-SERVICE FEE $342TOTAL EXPENSE: $2052.00 651.778 SHARES ABERDEEN FDS AT COST 10583 10370 1093.506 SHARES DWS ENHANCED COMMODITY STRATEGY FUND INST AT COST 8057 6408 324.515 SHARES AMERICAN CENTY MUT FDS AT COST 14459 21252 375.769 SHARES BARON INVT FUNDS TRUST SMALL CAP FUND AT COST 13049 12720 60.929 SHARES COHEN & STEERS INSTL REALTY SHS INC AT COST 2933 3026 292.581 SHARES DODGE & COX FDS INTL STK FD AT COST 13380 18596 1806.898 SHARES EATON VANCE SER II INCOME FUND BOSTON CL I AT COST 9927 9540 792.944 SHARES EATON VANCE LARGE CAP VALUE FUND CLASS AT COST 15847 21370 476.883 SHARES FIRST EAGLE FUNDS SOGEN OVERSEAS FUND AT COST 12170 14616 3070.910 SHARES GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD AT COST 3071 3071 174.767 SHARES HARBOR FD CAP APPRECIATION FD AT COST 16197 21770 586.887 SHARES HARTFORD MUTL FDS INC AT COST 18910 16615 428.64 SHARES MFS SER TR I VALUE FD AT COST 19464 22812 732.847 SHARES MFS SER TR X AT COST 10526 9058 1778.993 SHARES JPMORGAN TR II CORE BD FD I CL AT COST 20240 18430 314.050 SHARES PRINCIPAL FUNDS INC GLOBAL REAL ESTATE SECS AT COST 3011 3106 2354.462 SHARES PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD AT COST 22995 20555 1845.397 SHARES PGIM HIGH YIELD CL Z AT COST 9796 9042 158.738 SHARES T ROWE PRICE BLUE CHIP GROWTH FUND AT COST 22963 33240 1298.476 SHARES VIRTUS ASSET TR AT COST 16707 16608 199.827 SHARES VICTORY SYCAMORE AT COST 9901 9562 501.719 SHARES GQG PARTNERS EMERGING AT COST 7368 8564 OTHER ADJUSTED STOCK COST AT COST 385 0 985.577 SHARES AMERICAN FDS MODERATE GROWTH AND INCOME AT COST 17962 19721 LAPTOP 1299 1299 0 0 PRINTER 306 306 0 0 LAPTOP AND WIRELESS MOUSE 963 963 0 0 IPAD PRO, MAGIC KEYBOARD AND MOUSE 1597 1276 321 321 LASER PRINTER 549 330 219 219 MS SURFACE LAPTOP 1326 795 531 531 ADVISORY FEE 3092 3092 3092 0 FILING FEE 45 0 0 45 PROGRAM EXPENSE 6952 0 0 6952 OFFICE SUPPLIES 234 0 0 234 IRS TAX 171 171 171 0