2024-02-29T01:15:50-05:00 2023-12-31 990PF 2023-01-01 300554607 LU EDUCATIONAL FOUNDATION % Mei Chien Lu LUED 4087813295 PO BOX 3486 SARATOGA CA 950701486 Mei Chien Lu President 2024-02-29 2023 2023-04-26 12:10:37Z X X X 548068 X 33525 X 1541 1541 5392 5392 0 0 0 4135 50852 4135 0 0 0 0 0 0 0 0 44593 11068 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 201 0 0 201 76 0 0 76 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2398 0 0 2398 585 0 0 585 807 0 0 807 4067 0 0 4067 2411 2411 6478 0 0 6478 38115 11068 0 57498 59788 59788 0 0 0 0 0 257355 293680 488280 0 0 0 0 0 0 0 314853 353468 548068 807 500 0 0 0 0 0 0 0 0 0 807 500 X 314046 352968 314046 352968 314853 353468 314046 38115 807 352968 0 352968 cmcst 750 shares D 2023-12-01 2023-12-27 33060 0 33525 -465 -465 LULU 35 shares P 2022-02-09 2023-12-27 17792 0 13176 4616 4616 captal gain distribution, foreign tax paid, account fees P 2023-12-31 2023-12-31 0 0 16 -16 -16 4135 154 154 154 0 0 0 154 0 0 false false false 0 0 0 false false false false true true CA true false false false false true Mei-Chien Lu 4087813295 PO BOX 3486 SARATOGA CA 950701486 false false false false false false false false false false false false false false false false false false false false false false Mei Chien Lu P O Box 3486 Saratoga CA 95070 president 40.00 0 0 0 World Vision - sponsor the sustainable development in underserved communities 1911 American Red Cross - sponsor global out-reach for human wellbeing 500 Submitted journal publications to enhance knowledge in current focus areas in energy efficient wide bandgap power devices and heterogeneous integration for efficient computing systems for science and technology exploration. website development for knowledge distribution platforms. 2032 SEMI member - participating as member company to share vision and exchange knowledge 950 2982 350806 36247 0 387053 38978 0 387053 6715 380338 19017 19017 154 0 154 18863 0 18863 0 18863 6478 2982 0 0 0 9460 18863 0 0 0 0 0 0 0 0 9460 0 9460 0 0 0 0 0 0 9403 0 Mei-Chien Lu none X American Red Cross P O Box 37839 Boone IA 50037 No Relationship PC Sponsor global out-reach support for human wellbeing 500 world vision P O Box 9716 Federal Way WA 98063 No Relationship PC sponsor sustainable development in underserved communities 1911 2411 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 false false false false false false false false false false tax filing fees to exempt tax express 201 0 0 201 actually charitable contribution was close to 6715 so minor adjustment from 5806 to 6715. TLT T ADBE AMD GOOGL AVGO CAT CVX HD LULU MSFT NFLX NVDA SONY SHEL UNH VZ SPG V 293680 488280 misc 0 account payable from prior year $807 paid off 807 0 0 807 paid-off 807 corporate agent $50 + misc fees $26 76 0 0 76 The reduction is claimed based on stock market volatility. For example the NVDA holding increased $100,000 this year. Likewise AMD and a few other stocks also appreciated quite a bit. It contributed the stock holdings FMV jumped about 60% year 2023. The normal variation does exist statistically. So 10% reduction is claimed.