2026-02-13T09:36:09-08:00 2025-10-31 205935248 OneStop Financial Services Inc 20045 STEVENS CREEK BLVD STE 2G CUPERTINO CA 95014 990PF 2024-11-01 203851498 EVERGREEN FAMILY FOUNDATION EVER 4088677988 20651 RICE COURT SARATOGA CA 95070 YU CHI YEH President & CEO 2026-02-13 true true Kris Hung P01933892 4088731021 2024 2025-03-06 01:10:19Z X 272414 X X 1685 1685 1685 37200 37200 37200 11136 1563 16344 1563 1 40448 40448 38886 11000 11000 3040 3040 171 171 1195 1195 10351 10351 838 17135 15713 1422 43730 26064 16828 5000 5000 48730 26064 21828 -8282 14384 38886 13001 11995 11994 716 1331 1331 57987 60449 62424 334690 138025 207016 196665 196665 1612 1612 2 278722 270440 272414 5900 5900 5900 5900 X 450000 450000 -177178 -185460 272822 264540 278722 270440 272822 -8282 264540 264540 17.511 SWDSX P 2024-11-01 2024-11-22 299 250 49 49 32 FPNIX P 2021-01-04 2024-11-22 315 318 -3 -3 12.29 APHJX P 2020-01-01 2025-03-28 217 188 29 29 8.0210 MIEKX P 2020-01-01 2025-03-28 295 247 48 48 5.185 APHJX P 2020-01-01 2025-04-04 87 79 8 8 5.268 APHKX P 2020-01-01 2025-04-04 258 201 57 57 238.884 BAGIX P 2020-01-01 2025-04-04 2365 2618 -253 -253 16.028 COSSX P 2020-01-01 2025-04-04 186 177 9 9 78.548 FPNIX P 2020-01-01 2025-04-04 785 781 4 4 249.798 JCBUX P 2020-01-01 2025-04-04 2598 2869 -271 -271 9.058 MIEKX P 2020-01-01 2025-04-04 322 279 43 43 21.469 PIMIX P 2020-01-01 2025-04-04 230 249 -19 -19 19.442 SFLNX P 2020-01-01 2025-04-04 521 247 274 274 9.669 SFSNX P 2020-01-01 2025-04-04 150 106 44 44 19.513 SWPPX P 2020-01-01 2025-04-04 1622 1192 430 430 12.771 LGILX P 2020-01-01 2025-04-04 287 308 -21 -21 0.051 SWTSX P 2025-01-01 2025-04-04 5 5 49.669 BAGIX P 2020-01-01 2025-04-10 483 544 -61 -61 19.329 FPNIX P 2020-01-01 2025-04-10 191 192 -1 -1 49.74 JCBUX P 2020-01-01 2025-04-10 508 571 -63 -63 4.289 PIMIX P 2020-01-01 2025-04-10 45 50 -5 -5 4.515 SWTSX P 2025-01-01 2025-04-10 413 462 -49 -49 2.338 APHJX P 2020-01-01 2025-05-13 43 36 7 7 1.629 APHKX P 2020-01-01 2025-05-13 83 63 20 20 7.561 COSSX P 2020-01-01 2025-05-13 93 84 9 9 3.734 MIEKX P 2020-01-01 2025-05-13 141 115 26 26 3.669 SFLNX P 2020-01-01 2025-05-13 103 50 53 53 4.826 SFSNX P 2020-01-01 2025-05-13 81 55 26 26 5.35 SWPPX P 2020-01-01 2025-05-13 482 335 147 147 8.521 LGILX P 2020-01-01 2025-05-13 215 205 10 10 5.162 SWSCX P 2020-01-01 2025-05-13 95 84 11 11 0.189 SWTSX P 2025-01-01 2025-05-13 19 19 18.624 FPNIX P 2020-01-01 2025-05-13 184 185 -1 -1 0.758 APHJX P 2020-01-01 2025-08-20 15 12 3 3 4.335 APHKX P 2020-01-01 2025-08-20 234 167 67 67 4.783 COSSX P 2020-01-01 2025-08-20 67 54 13 13 5.78 MIEKX P 2020-01-01 2025-08-20 231 179 52 52 2.655 SFLNX P 2020-01-01 2025-08-20 80 36 44 44 3.254 SFSNX P 2020-01-01 2025-08-20 59 37 22 22 32.172 SWPPX P 2020-01-01 2025-08-20 532 335 197 197 7.873 LGILX P 2020-01-01 2025-08-20 219 189 30 30 3.94 SWSCX P 2020-01-01 2025-08-20 79 64 15 15 1.127 SWTSX P 2025-01-01 2025-08-20 17 16 1 1 11.903 APHJX P 2020-01-01 2025-09-11 239 183 56 56 11.919 APHJX P 2020-01-01 2025-09-26 235 180 55 55 4.295 APHKX P 2020-01-01 2025-09-26 232 165 67 67 Capital Gain Dividends 384 1563 1 200 200 200 200 0 false false false false false false false true true CA true false false false false true N/A YU CHI YEH 4088677988 20651 RICE COURT SARATOGA CA 95070 false false false false false false false false false false false false false false false false false false false false false false YU CHI YEH 20651 RICE COURT SARATOGA CA 95070 President & CEO 8.00 0 WANG PAO SUN YEH 20651 RICE COURT SARATOGA CA 95070 CFO 8.00 11000 NONE NONE 79662 0 0 79662 0 79662 1195 78467 3923 3923 200 200 3723 3723 3723 21828 21828 3723 15862 16942 17436 19686 19437 89363 21828 0 3723 18105 107468 0 15862 91606 16942 17436 19686 19437 18105 YU CHI YEH WANG PAO SUN YEH X CHINESE SCHOOL OF SOUTH JERSEY PO BOX 2024 CHERRY HILL NJ 08034 N/A PF CHARITY 3500 Philadelphia Sinfonia Association PO Box 996 Philadelphia PA 19105 N/A PF CHARITY 1000 Philharmonic Youth Orchestra PO Box 2459 Saratoga CA 95070 N/A PF CHARITY 500 5000 1685 11136 1563 14384 14384 false false false false false false false false false false ACCOUNTING FEE 3040 0 0 3040 1351 CASTELLO - BUILD 2012-06-29 284690 127673 SL 0.0364 10351 10351 SFLNX 1075 2501 SFSNX 740 1207 SWSCX 948 1270 PIMIX 1268 1206 COSSX 958 1206 LGILX 2025 2574 BAGIX 12536 11550 FPNIX 3288 3341 JCBUX 12260 11302 SWPPX 4461 7567 APHKX 855 1228 MIEKX 1104 1434 CMG 6401 3169 NVDA 1083 2228 GSIMX 486 486 MQGIX 723 740 SWTSX 223 252 ACHR 6645 5610 QQQI 3370 3553 Buildings 284690 138025 146665 146665 Land 50000 50000 50000 Machinery and Equipment 1612 1612 AUTO EXPENSE 235 235 BANK SERVICE FEE 210 210 LICENSE FEE 104 104 MEALS 780 780 OFFICE EXPENSE 49 49 POSTAGE 44 44 Rental Expenses 15713 15713 Security Deposit 5900 5900 INVESTMENT ACCOUNT FEE 171 0 0 171 FEDERAL TAX 216 216 PAYROLL TAX 954 954 RRF-1 FILING FEE 25 25