2025-11-13T18:02:54-06:00 2024-12-31 331197384 ANDERSEN TAX LLC 611 ANTON BLVD SUITE 1200 COSTA MESA CA 92626 990PF 2024-01-01 271598417 THE TU FOUNDATION TUFO 7144352640 17600 NEWHOPE STREET FOUNTAIN VALLEY CA 92708 JOHN TU CHAIRMAN 7144352640 2025-11-12 1 0 NANCY YUM P01472995 9498854550 2025-11-12 2024 2025-03-06 01:10:19Z X X 10127307 X 0 X 170 170 440314 435873 488547 5501687 1691851 929031 2127894 0 0 0 0 0 2010 1005 0 1005 32200 16100 0 16100 83846 0 0 0 8543 4162 0 4382 126599 21267 0 21487 3269351 6455124 3395950 21267 0 6476611 -2466919 2106627 0 4708483 1633256 1633256 24164688 8491739 8494051 28873171 10124995 10127307 20000 20000 5390537 2204765 5410537 2224765 X 23462634 7900230 23462634 7900230 28873171 10124995 23462634 -2466919 129330 21125045 13224815 7900230 LT CAPITAL GAIN - CHARLES SCHWAB P 2024-12-31 5300000 3809130 1490870 1490870 1,000 SHARES - POWERTECH TECHNOLOGY INC D 1999-08-29 5412 706 4706 4706 CAPITAL GAINS DIVIDENDS P 196275 196275 196275 1691851 0 29282 0 29282 0 29282 8684 0 10000 0 18684 0 10598 0 0 0 0 0 0 0 0 0 1 1 1 CA 1 0 0 0 1 1 N/A ALBERT KONG 7144352600 17600 NEWHOPE STREET FOUNTAIN VALLEY CA 92708 1 TW 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN TU PO BOX 8505 FOUNTAIN VALLEY CA 92708 CHAIRMAN 1.00 0 0 0 JONATHAN TU PO BOX 8505 FOUNTAIN VALLEY CA 92708 DIRECTOR 1.00 0 0 0 ALBERT KONG 17600 NEWHOPE ST FOUNTAIN VALLEY CA 92708 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 18283985 3126166 0 21410151 0 0 21410151 321152 21088999 1054450 1054450 29282 29282 1025168 0 1025168 0 1025168 6476611 0 6476611 1025168 0 0 4353597 9041551 1479722 3294114 2753368 20922352 6476611 0 0 0 1025168 5451443 0 0 26373795 0 0 0 0 0 0 4353597 22020198 9041551 1479722 3294114 2753368 5451443 JOHN TU X FREEDOM WRITERS FOUNDATION PO BOX 41505 LONG BEACH CA 90852 N/A PUBLIC CHARITY SUPPORT FOR EDUCATION 3000 GLOBAL GIFTED FOUNDATION 16458 BOLSA CHICA STREET SUITE 525 HUNTINGTON BEACH CA 92649 N/A PUBLIC CHARITY SUPPORT FOR EDUCATION AND RESEARCH 4683062 INTERNATIONAL BIRD RESCUE 3601 S GAFFEY ST SAN PEDRO CA 90731 N/A PUBLIC CHARITY SUPPORT FOR WILDLIFE CONSERVATION 20000 SOUTHERN CALIFORNIA PUBLIC RADIO 474 S RAYMOND AVE PASADENA CA 91105 N/A PUBLIC CHARITY SUPPORT FOR PUBLIC MEDIA 250000 UC-IRVINE FOUNDATION 100 THEORY SUITE 250 IRVINE CA 92617 N/A PUBLIC CHARITY SUPPORT FOR EDUCATION AND RESEARCH 800000 WESTERN IOWA JOURNALISM FOUNDATION 15302 140TH STREET BREDA IA 51436 N/A PUBLIC CHARITY SUPPORT FOR THE ARTS - PUBLIC NEWS 100000 OPERATION MOBILIZATION PO BOX 444 TYRONE GA 302900444 N/A PUBLIC CHARITY SUPPORT FOR RELIGION 119062 PACIFIC SYMPHONY 17620 FITCH SUITE 100 IRVINE CA 920146081 N/A PUBLIC CHARITY SUPPORT FOR THE ARTS - MUSIC 350000 SAN MUSAE CULTURAL CENTER 17520 CASTLETON ST SUITE 215 CITY OF INDUSTRY CA 91748 N/A PUBLIC CHARITY SUPPORT FOR THE ARTS - MUSIC 30000 BRIGHTER UKRAINE FOUNDATION 516 SEPLULVEDA BLVD MANHATTAN BEACH CA 90266 N/A PUBLIC CHARITY SUPPORT FOR THE HUMANITARIAN AID 100000 AMERICAN ENDOWMENT FOUNDATION FBO MT ONWARD CHARITABLE FUND 5700 DARROW DR STE 118 HUDSON OH 442365026 N/A PUBLIC CHARITY CONTRIBUTION TO DAF FOR 501(C)(3) PURPOSES - NOT TAKEN AS QUALIFIED DISTRIBUTION 13224815 AMERICAN ENDOWMENT FOUNDATION FBO MT ONWARD CHARITABLE FUND 5700 DARROW DR STE 118 HUDSON OH 442365026 N/A PUBLIC CHARITY CONTRIBUTION TO DAF FOR 501(C)(3) PURPOSES - NOT TAKEN AS QUALIFIED DISTRIBUTION -13224815 6455124 0 14 170 14 440314 18 488547 0 929031 0 929031 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 32200 16100 0 16100 CHARLES SCHWAB 3389495 3389495 POWERTECH TECHNOLOGY INC 5102244 5104556 DURING THE 2024 TAX YEAR, THE TU FOUNDATION MADE A LARGE TRANSFER TO THE AMERICAN ENDOWMENT FOUNDATION FBO MT ONWARD CHARITABLE FUND AT 5700 DARROW RD STE 118, HUDSON, OH 44236-5026 IN THE AMOUNT OF $13,224,815. THE DAF IS A PUBLIC CHARITY UNDER INTERNAL REVENUE CODE SECTIONS 501(C)(3) AND 509(A)(1). THIS TRANSFER RESULTED IN A "SUBSTANTIAL CONTRACTION" OF THE FOUNDATION'S ASSETS AS MEASURED AT THE BEGINNING OF THE TAX YEAR. THE AMOUNTS TRANSFERRED WERE COMPRISED OF $2,200,235 IN CASH AND $11,024,580 IN INVESTMENTS. LEGAL FEES 2010 1005 0 1005 TRANSFER TO AMERICAN ENDOWMENT FOUNDATION FBO MT ONWARD CHARITABLE FUND 13224815 CUSTODIAN FEE 5536 2768 0 2768 INSURANCE 2787 1394 0 1394 FILING FEE - OTHER 220 0 0 220 UNREALIZED GAIN ON INVESTMENTS 129330 FED EXCISE TAX (990-PF) 20000 0 0 0 FOREIGN TAXES PAID 63846 0 0 0