2026-09-01T19:38:51-05:00 2025-12-31 332429566 JB ACCOUNTING & TAX GROUP AAC 3559 MT DIABLO BLVD UNIT 51 LAFAYETTE CA 94549 990PF 2025-01-01 271689440 WU WEI HARMONY FOUNDATION WUWE 4157535549 1830 FUNSTON AVENUE SAN FRANCISCO CA 94116 NANCY M LEE TREASURER, DIRECTOR 4157535549 2026-09-01 1 JEFFERY A BROWN P00557838 4156445300 2025 X 2234744 X 282801 12892 12892 26011 26011 27055 118357 27055 348759 65958 0 0 0 1418 0 0 13230 345 313 0 1763 13543 0 161541 161541 163304 13543 161541 185455 52415 348267 266676 266676 165970 176266 822807 207946 283304 285507 601116 791507 840684 18717 18718 19070 1342016 1536471 2234744 0 0 X 0 0 0 0 1342016 1536471 1342016 1536471 1342016 1536471 1342016 185455 9000 1536471 0 1536471 PROSHRES SHORET S&P 500 P 2025-04-10 2025-07-14 20668 35308 -14640 -14640 ALIBABA GROUP HLDG LTD P 2020-12-08 2025-04-04 1748 3991 -2243 -2243 EDITON INT'L P 2019-03-19 2025-08-01 10000 9982 18 18 EEVERNORTH HEALTH P 2020-03-03 2025-12-31 10000 10611 -611 -611 ISHARE SHORT DURANTION BNDACTV P 2021-06-08 2025-02-18 29956 29656 300 300 ORACLE CORP P 2004-10-09 2025-04-04 34161 1754 32407 32407 CAPITAL GAINS DIVIDENDS P 11824 11824 11824 27055 729 0 729 0 729 360 0 0 0 360 6 375 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 1760381 31537 0 1791918 0 0 1791918 26879 1765039 88252 88252 729 729 87523 0 87523 0 87523 161541 0 161541 87523 0 0 116845 125044 42991 284880 161541 0 0 0 87523 74018 0 0 358898 0 0 0 0 0 0 116845 242053 125044 42991 74018 2009-10-22 NANCY M LEE PETER L LEE NANCY M LEE PETER L LEE X PACIFIC ATROCITIES EDUCATONS 730 COMMERCIAL ST SAN FRANCISCO CA 94108 NONE PC TO SUPPORT THE WORK TO EDUCATE YOUNG PEOPLE ABOUT HISTORY 50000 YILONG SCHOLARSHIP PROGRAM 1830 FUNSON AVENUE SAN FRANCISCO CA 94116 SISTER FOUNDATION SO II TO PROVIDE SCHOLARSHIPS FOR UNDERSERVED KIDS 105100 COLLEGE OF SAN MATEO 1700 W HILLSDALE BLVD SAN MATEO CA 94402 NONE PC TO PROVIDE SCHOLARSHIPS FOR UNDERSERVED KIDS 2106 ARAGONE HIGH SCHOOL SAN MATEO 900 ALAMEDA DE LAS PULGAS SAN MATEO CA 94402 NONE PC TO PROVIDE SCHOLARSHIPS FOR UNDERSERVED KIDS 2335 ST JUDE CHILDREN'S HOSPITAL 2101 REXFORD RD 165W CHARLOTTE NC 28211 NONE PC OPERATING COSTSOPERATIONS 2000 161541 0 14 12892 14 26011 14 11824 15231 0 50727 15231 65958 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 BETTY HSU 2218 PTARMIGAN DR UNIT 2C WALNUT CREEK CA 94595 118390 X 2 MARGARET AND ERNIE KUO 1000 N POINT APT 302 SAN FRANCISCO CA 94109 1000 X 3 DR AND MRS KS LIN 317 FERNANDO WAY SAN FRANCISCO CA 94127 250 X 4 NANCY M AND PETER L LEE 1830 FUNSTON AVENUE SAN FRANCISCO CA 94116 158661 X 5 HORACE MA 214 N LAKE MERCED HILLS SAN FRANCISCO CA 94132 4500 X TAX PREP FEES 1400 0 0 MISCELLANEOUS EXPENSES 18 0 0 CHARLES SCHWAB FIXED INCOME 283304 285507 CHARLES SCHWAB STOCKS 176266 822807 MUTUAL FUNDS FMV 484692 498631 ETF'S FMV 306815 342053 AMERN TOWER CORP (REIT) 8147 8148 7023 PROLOGIS INC (REIT) 7346 7346 9192 PUBLIC STORAGE (REIT) 3224 3224 2855 ORGANIZATION COSTS 0 0 0 UNREALIZED INVESTMENT GAINS / (LOSSES) 9000 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 IRS 345 0 0 FOREIGN TAXES 0 313 0