2024-08-15T20:18:09-05:00 2023-12-31 884384847 SMALL BUSINESS TAX GROUP 3559 MT DIABLO BLVD UNIT 51 LAFAYETTE CA 94549 990PF 2023-01-01 271689440 WU WEI HARMONY FOUNDATION WUWE 4157535549 1830 FUNSTON AVENUE SAN FRANCISCO CA 94116 NANCY LEE TREASURER, DIRECTOR 4157535549 2024-08-15 1 1 JEFFERY A BROWN P00557838 4156445300 2023 2024-08-08 14:25:15Z X 1470242 X 232288 6868 6604 31045 30551 918 94055 918 271119 38073 0 0 0 1150 0 0 319 319 0 199 113 0 47581 0 43800 49249 432 43800 1000 1000 50249 432 44800 220870 37641 198313 222264 222264 420375 168699 516775 122526 179825 179136 518572 565971 530479 0 18717 21588 1259786 1155476 1470242 0 0 X 0 0 0 0 1259786 1155476 1259786 1155476 1259786 1155476 1259786 220870 0 1480656 325180 1155476 THOMSON CORP 4.3% 2022-11-22 2023-11-23 10000 10000 0 0 FRANKLIN TEMPLETON INVESTMENTS P 2022-12-29 2023-05-12 3 3 0 0 FRANKLIN TEMPLETON INVESTMENTS P 2022-05-10 2023-05-12 16045 19966 -3921 -3921 JPMORGAN CHASE & CO P 2018-03-07 2023-05-18 14698 15039 -341 -341 ROBECO BOSTON PART ALL CAP P 2017-06-11 2023-08-24 9982 8129 1853 1853 WESTERN ALLIANCE BANCORP CD P 2022-12-16 2023-01-27 40000 40000 0 0 TENCENT HOLDINGS LIMITED P 2023-01-05 423 423 423 CAPITAL GAINS DIVIDENDS P 2904 2904 2904 918 523 0 523 0 523 0 0 0 0 0 19 542 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 1 0 0 1 WWW.WUWEIHARMONYFOUNDATION.ORG NANCY M LEE 4157535549 1830 FUNSTON AVENUE SAN FRANCISCO CA 94116 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY M LEE 1830 FUNSTON AVENUE SAN FRANCISCO CA 94116 TREASURER, DIRECTOR 10.00 0 0 0 PETER L LEE 1830 FUNSTON AVENUE SAN FRANCISCO CA 94116 PRESIDENT, DIRECTOR 10.00 0 0 0 CLIFF W SHUM 102 SANDERS RANCH RD MORAGA CA 94556 SECRETARY, DIRECTOR 2.00 0 0 0 GRACE TAN 8515 COSTA VERDE BLVD 1652 SAN DIEGO CA 92122 DIRECTOR 2.00 0 0 0 CALVIN M LEE 1819 PARROTT DR SAN MATEO CA 94402 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 PROVIDE SCHOLARSHIPS TO ABOUT 80 STUDENTS (5TH GRADE TO COLLEGE) THROUGH SCHOLARSHIP PROGRAM. ALSO PROVIDE FUNDING FOR THE LONG DISTANCE TELEVISED TEACHING PROGRAM. 0 0 44228 3122 0 47350 0 0 47350 710 46640 2332 2332 523 523 1809 0 1809 0 1809 44800 0 44800 1809 0 0 58903 116713 116845 125044 417505 44800 0 0 0 1809 42991 0 0 460496 0 0 0 0 0 0 58903 401593 116713 116845 125044 42991 2009-10-22 NANCY M LEE PETER L LEE NANCY M LEE PETER L LEE X PACIFIC ATROCITIES EDUCATIONS 730 COMMERCIAL ST SAN FRANCISCO CA 94108 TO SUPPORT THE WORK TO EDUCATE YOUNG PEOPLE ABOUT HISTORY 1000 1000 0 14 6868 14 31045 14 495 423 0 38408 423 38831 3 QUALIFYING INTEREST 4 QUALIFYING DIVIDENDS 8 SALE OF PUBLIC TRADED SECURITIES 0 0 0 0 0 0 0 0 0 0 X X 1 THE TAN FAMILY FOUNDATION 3 PARTRIDGE LN LINCOLN MA 01773 30000 X 2 BETTY HSU 2218 PTARMIGAN DR UNIT 2C WALNUT CREEK CA 94595 94688 X 3 DR AND MRS Z MING MA 214 N LAKE MERCED HILLS SAN FRANCISCO CA 94132 6000 X 4 JULIE M TANG 1050 NORTH POINT APT 802 SAN FRANCISCO CA 94109 500 X 5 MARGARET AND ERNIE KUO 1000 N POINT APT 302 SAN FRANCISCO CA 94109 100 X 6 DR AND MRS KS LIN 317 FERNANDO WAY SAN FRANCISCO CA 94127 1000 X 7 NANCY M AND PETER L LEE 1830 FUNSTON AVENUE SAN FRANCISCO CA 94116 100000 X ACCOUNTANT 1150 0 0 CHARLES SCHWAB FIXED INCOME 179825 179136 CHARLES SCHWA STOCKS 168699 516775 MUTUAL FUNDS FMV 440242 405043 ETF'S FMV 125729 125436 AMERN TOWER CORP (REIT) 0 8147 8635 PROLOGIS INC (REIT) 0 7346 9598 PUBLIC STORAGE (REIT 0 3224 3355 ORGANIZATION COSTS 0 0 0 UNREALIZED INVESTMENT GAINS 325180 PROGRAM SUPPLIES 1573 0 0 SCHOLARSHIPS 41000 0 41000 OTHER EXPENSE 2208 0 0 INTERNET WEBSITE 2800 0 2800 INVESTMENT MGMT - SCHWAB 319 319 0 BETTY HSU 2218 PTARMIGAN DR UNIT 2C WALNUT CREEK CA 94595 THE TAN FAMILY FOUNDATION 3 PARTRIDGE LANE LINCOLN MA 01773 NANCY M AND PETER L LEE 1830 FUNSTON AVENUE SAN FRANCISCO CA 94116 DR AND MRS KS LIN 317 FERNANDO WAY SAN FRANCISCO CA 94127 LICENSES & FEES 86 0 0 FOREIGN TAXES 113 113 0