2024-08-15T13:48:18-05:00 2024-03-31 475284605 ERIC ZHANG & ASSOCIATES LLP 920 HILLVIEW CT 180 MILPITAS CA 95035 990PF 2023-04-01 800723773 S KU FOUNDATION SKUF 4083951256 16001 WOOD ACRES RD LOS GATOS CA 95030 WEN-TSANG KU PRESIDENT & CEO 4083951256 2024-08-15 1 0 ERIC ZHANG CPA P00548506 6265812266 2023 2024-08-08 14:25:15Z X 3036407 X X 51428 51428 79665 149999 79665 131093 131093 0 0 0 1580 0 1580 8521 8521 0 208 0 3240 0 3240 13549 8521 4820 146000 146000 159549 8521 150820 -28456 122572 28766 70852 70852 976985 906651 2965365 3859 3669 398 190 190 1006149 977693 3036407 508 0 508 0 X 1657202 1657202 0 0 -651561 -679509 1005641 977693 1006149 977693 1005641 -28456 508 977693 0 977693 400 SHARES VISA P 2015-03-19 2024-01-12 105999 20803 85196 85196 1000 SHARES ALTRIA P 2015-02-28 2024-03-18 44000 47400 -3400 -3400 CCI CAPITAL GAIN DISTRIBUTION P 2023-12-30 2023-12-30 2131 -2131 -2131 79665 1704 0 1704 0 1704 2704 0 0 0 2704 48 952 952 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A WEN-TSANG KU 4083951256 16001 WOOD ACRES RD LOS GATOS CA 95030 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WEN-TSANG KU 16001 WOOD ACRES RD LOS GATOS CA 95030 PRESIDENT & CEO 5.00 0 0 0 TSENG-LING F KU 16001 WOOD ACRES RD LOS GATOS CA 95030 CFO 5.00 0 0 0 NONE 0 NONE 0 0 2975430 37911 0 3013341 0 0 3013341 45200 2968141 148407 148407 1704 1704 146703 0 146703 0 146703 150820 0 150820 146703 0 0 18862 18862 150820 0 0 0 146703 4117 0 0 22979 0 0 0 0 0 0 0 22979 18862 4117 WEN-TSANG KU TSENG-LING F KU X ALZHEIMERS ASSOCIATION 225 NORTH MICHIGAN AVE CHICAGO IL 60601 N/A 501(C)3 DONATIONS 15000 BLISS AND WISDOM CHARITABLE ORGANIZATION 3209 PRODUCER WAY POMONA CA 91768 N/A PUBLIC CHARITY DONATIONS 3000 CITY TEAM PO BOX 640850 SAN JOSE CA 95164 N/A PUBLIC CHARITY DONATIONS 7000 HEART OF HOPE 1879 LUNDY AVE 223 SAN JOSE CA 95131 N/A PUBLIC CHARITY DONATIONS 10000 MIND MATTER PO BOX 2511 SAN FRANCISCO CA 94126 N/A 501(C)3 DONATIONS 5000 SASCC 19655 ALLENDALE AVE SARATOGA CA 95070 N/A PUBLIC CHARITY DONATIONS 70000 AACI 2400 MOORPARK AVE 318 SAN JOSE CA 95128 N/A PUBLIC CHARITY DONATIONS 10000 CUPERTINO SENIOR CENTER 21251 STEVENS CREEK BLVD CUPERTINO CA 95014 N/A 501(C)3 DONATIONS 3500 FRIENDS OF CHILDREN WITH SPECIAL NEEDS 2300 PARALTA BLVD FREMONT CA 94536 N/A PUBLIC CHARITY DONTAIONS 10000 NEW HOPE CHINESE CANCER CARE FOUNDATION 500 E CALAVERAS BLVD 307 MILPITAS CA 95035 N/A PUBLIC CHARITY DONATIONS 10000 WOMENSV POBOX 3982 LOS ALTOS CA 94024 N/A PUBLIC CHARITY DONATIONS 2500 146000 0 01 14 51428 18 79665 0 131093 0 131093 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 1580 0 1580 WIRELESS MIC 2013-03-31 545 545 SL 5.000000000000 0 0 AUDIO SPEAKER 2013-03-12 2275 2275 SL 5.000000000000 0 0 LAPTOP 2020-02-29 1039 641 SL 5.000000000000 208 0 478SHARES MEDTRONIC PLC 36170 41658 60 SHARES ALPHABET INC 33449 181116 1050 SHARES APPLE INC 74774 720216 500 SHARES AUTOMATIC DATA 43508 124870 1000 SHARES BECTON DICKINSON 70334 247450 1000 SAHRES DELTA AIR LINES INC 33008 47870 500 SHARES HONEYWELL INTL INC 46173 102625 500 SHARES MASTERCARD INCORPORATED 36487 240785 1300 SHARES RAYTHEON CO 127500 198473 1000 SHARES SOUTHWEST AIRLNS CO 22898 29190 600 SHARES STARBUCKS CORP COM 13205 54834 1000 SHARES TAIWAN SEMICONDUCTOR 30258 136050 800 SAHRES VISA INC 41605 223264 1000 SAHRES CROWN CASTLE INTL CORP 73060 105830 300 SHARES ONEOK INC 15565 24051 5000 SHARES AT&T 97000 88000 100 SHARES AIR PRODUCTS 24545 24227 2500 SHARES ASTRAZENECA 62925 169375 200 SHARES EMBC 1634 2654 410 SHARES UNITEDHEALTH GROUP 22553 202827 WIRELESS MIC 545 545 0 0 AUDIO SPEAKER 2275 2275 0 0 LAPTOP 1039 849 190 190 SUPPLIES EXPENSE 132 0 132 FILING FEE 75 0 75 BANK CHARGE 119 0 119 TELEPHONE EXPENSE 570 0 570 BOOKS SUBSCRIPTION REFERENCE 962 0 962 RENT PARKING UTILITIES 1382 0 1382 PRIOR ADJUSTMENT FOR PREVIOUS CHANGE 508 OTHER PAYABLES 508 0 FOREIGN TAX 386 386 0 IRS TAX 8135 8135 0