2024-11-13T09:50:31-06:00 2023-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990PF 2023-01-01 811700189 CHANG & XIAOHUI FOUNDATION CHAN 2062405073 719 INDEPENDENCE AVE MOUNTAIN VIEW CA 94043 CHANG LUO CEO 2062405073 2024-11-08 1 1 QI WEN LIANG P01270238 4159561500 2024-11-08 2023 2024-10-15 13:58:12Z X 1089230 X 16866 2069 2368 -834 2670 0 -3804 73 14297 2441 0 0 0 23970 11985 12185 2759 12 2747 102027 0 0 7450 8477 940 136206 20474 15872 46600 46600 182806 20474 62472 -168509 0 142925 21357 21357 124755 77999 77999 897176 865843 865843 126583 124031 124031 1291439 1089230 1089230 600 400 23980 23978 389792 401151 414372 425529 X 0 0 0 0 877067 663701 877067 663701 1291439 1089230 877067 -168509 0 708558 44857 663701 CHARLES SCHWAB GAINS/LOSSES P 2023-01-01 2023-12-31 2670 2359 311 311 K-1 CAPITAL GAINS/LOSSES P 2023-01-01 2023-12-31 1136 -1136 -1136 K-1 CAPITAL GAINS/LOSSES P 2023-01-01 2023-12-31 9 -9 -9 -834 0 0 0 0 0 4926 0 0 0 4926 0 4926 2000 2926 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 1 1 N/A CHANG LUO 2062405073 719 INDEPENDENCE AVE MOUNTAIN VIEW CA 94043 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHANG LUO 719 INDEPENDENCE AVE MOUNTAIN VIEW CA 94043 CEO 5.00 0 0 0 XIAOHUI LUO 719 INDEPENDENCE AVE MOUNTAIN VIEW CA 94043 SECRETARY 5.00 0 0 0 HANGEN LUO 719 INDEPENDENCE AVE MOUNTAIN VIEW CA 94043 CFO 5.00 0 0 0 SHANGSHUN LUO 719 INDEPENDENCE AVE MOUNTAIN VIEW CA 94043 VP (THROUGH 1/23) 5.00 0 0 0 ZHENGUI XIONG 719 INDEPENDENCE AVE MOUNTAIN VIEW CA 94043 VP (THROUGH 1/23) 5.00 0 0 0 ZHANCHENG ZENG 719 INDEPENDENCE AVE MOUNTAIN VIEW CA 94043 VP (THROUGH 1/23) 5.00 0 0 0 NONE 0 NONE 0 0 69280 29659 1034874 1133813 0 0 1133813 17007 1116806 55840 55840 0 55840 0 55840 0 55840 62472 0 62472 55840 61764 0 0 62472 61764 0 0 708 0 0 0 0 0 0 0 0 55132 0 0 0 CHANG LUO X LIFE SCIENCE RESEARCH FOUNDATION 3020-I PROSPERITY CHURCH RD PMB 267 CHARLOTTE NC 28269 PC SUPPORT LIFE SCIENCE RESEARCH 10000 CREATIVE CENTER OF LOS ALTOS (PINEWOOD SCHOOL) 327 FREMONT AVE LOS ALTOS CA 94024 PC SUPPORT PINEWOOD SCHOOL 10200 PEKING UNIVERSITY ALUMNI ASSOCIATION OF NORTHERN CALIFORNIA 1172 MURPHY AVE STE 237 SAN JOSE CA 95131 PC SUPPORT PEKING UNIVERSITY ALUMNI CHARITY ACITVITIES 160 SVIDEA ORG 372 TURQUOISE ST MILPITAS CA 95035 PC SUPPORT BAY AREA ENTREPRENEURSHIP CHARITY ACTIVITIES 1240 VANGUARD CHARITABLE PO BOX 9509 WARWICK RI 02889 PC CHARITABLE 25000 46600 0 14 2069 18 -834 RENTAL INCOME 531110 -2359 16 OTHER K-1 INCOME 523000 -1642 14 -862 TAX REFUND 900099 01 1059 -4001 1432 0 -2569 0 0 0 0 0 0 0 0 0 0 X X 1 CHANG LUO 719 INDEPENDENCE AVE MOUNTAIN VIEW CA 94043 16866 X ACCOUNTING 23970 11985 12185 FORM 990-PF, PART II, LINE 10B AND PART VI-B, LINE 1A(2): AT DECEMBER 31, 2023, THE FOUNDATION HAD A $23,978 OUTSTANDING BALANCE ON A NON-INTEREST BEARING LOAN FROM CEO CHANG LUO, WHO IS CONSIDERED A "DISQUALIFIED PERSON". THE LOAN PROCEEDS WILL BE USED TO FUND THE FOUNDATION'S OPERATIONS. THIS TRANSACTION IS NOT CONSIDERED SELF-DEALING UNDER SEC. 4941 BECAUSE THE LOAN WAS PROVIDED WITHOUT INTEREST OR CHARGE AND THE FOUNDATION WILL BE USING THE LOAN PROCEEDS EXCLUSIVELY FOR PURPOSES SPECIFIED UNDER SECTION 501(C)(3). SV 1898 GROUP INC 20000 20000 OPTABOOK 25000 25000 STOCK-CS 32850 32850 MUTUAL FUND-CS 149 149 ZPARK CAPITAL II L AT COST 56597 56597 SHANGBAY CAPITAL AT COST 92712 92712 FH LLC AT COST 12134 12134 LRI VISION PARTNER AT COST 74243 74243 PARETONE FUND AT COST 630157 630157 DISTRIBUTION RECEIVABLE - 1534 W 57600 57600 57600 DISTRIBUTION RECEIVABLE - 1607 W 9375 9375 9375 DISTRIBUTION RECEIVABLE - LRI VIS 4595 4595 4595 DISTRIBUTION RECEIVABLE - TAN PAR 2552 0 0 DISTRIBUTION RECEIVABLE - ZPARK I 52461 52461 52461 UNREALIZED LOSS 44857 MEETING HOSTING 504 0 504 OFFICE EXPENSE 254 0 254 APPS&SOFTWARE 96 0 96 K-1 DEDUCTIONS 6465 8432 0 BANK CHARGE 45 45 0 LICENSE & PERMIT 75 0 75 POSTAGE 11 0 11 RENTAL INCOME -2359 -2359 OTHER K-1 INCOME -2504 73 -2504 TAX REFUND 1059 1059 INVESTMENT IN 1534 W 35 PL LLC 164394 162761 INVESTMENT IN 1607 W 35TH PL 224394 228386 CREDIT CARD PAYABLE 1004 10004 EXCISE TAXES 102027 0 0