2022-08-16T11:50:20-05:00 2021-12-31 331197384 ANDERSEN TAX LLC 333 BUSH STREET SUITE 1700 SAN FRANCISCO CA 94104 990PF 2021-01-01 854154217 THE HU & LUO FAMILY FOUNDATION HU&L 4157642718 236 WEST PORTAL AVENUE 515 SAN FRANCISCO CA 94127 GEORGE HU PRESIDENT DIRECTOR 4102447604 2022-08-16 1 GEORGE HU 999009999 SABRINA A CHIN P00734293 4157642700 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 46836144 X 12126277 24761 66574 289592 312925 4419865 13643440 4404496 16860495 4783995 0 0 0 3933 0 3933 26000 13000 13000 65763 65763 0 95000 6527 0 4998 0 4998 195694 85290 21931 1127000 1127000 1322694 85290 1148931 15537801 4698705 2380000 3352873 3352873 40 40 40 12722464 30133544 43483231 15102464 33486457 46836144 0 0 X 0 0 0 0 15102464 33486457 15102464 33486457 15102464 33486457 15102464 15537801 2846192 33486457 0 33486457 PUBLICLY TRADED SECURITIES-COVERED P 2021-01-01 2021-12-31 2813332 2534216 279116 279116 PUBLICLY TRADED SECURITIES-NONCOVERED P 2021-01-01 2021-12-31 1094388 1089199 5189 5189 PUBLICLY TRADED SECURITIES-COVERED P 2020-12-31 2021-12-31 5993710 3677877 2315833 2315833 PUBLICLY TRADED SECURITIES-NONCOVERED P 2020-12-31 2021-12-31 3575329 1937652 1637677 1637677 CAPITAL GAINS DIVIDENDS P 166681 166681 166681 4404496 65312 0 65312 0 65312 95000 0 0 0 95000 0 29688 29688 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 1 0 0 1 N/A ANDERSEN TAX LLC 4157642700 333 BUSH STREET SUITE 1700 SAN FRANCISCO CA 94104 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GEORGE HU 236 WEST PORTAL AVENUE 515 SAN FRANCISCO CA 94127 PRESIDENT DIRECTOR 1.00 0 0 0 KAIQIAN LUO 236 WEST PORTAL AVENUE 515 SAN FRANCISCO CA 94127 DIRECTOR 1.00 0 0 0 NONE 0 DEUTSCHE BANK 1 COLUMBUS CIRCLE 18TH FLOOR NEW YORK NY 10019 INVESTMENT MANAGEMENT 65763 0 0 32133534 1418395 0 33551929 0 0 33551929 503279 33048650 1652433 1652433 65312 65312 1587121 0 1587121 0 1587121 1148931 0 1148931 1587121 101403 0 0 1148931 101403 0 0 1047528 0 0 0 0 0 0 0 0 539593 0 0 0 GEORGE HU KAIQIAN LUO X SAN FRANCISCO UNIVERSITY HIGH SCHOOL 3065 JACKSON ST SAN FRANCISCO CA 94115 PUBLIC CHARITY ANNUAL FUND. 5000 SAN FRANCISCO FRIENDS SCHOOL 250 VALENCIA ST SAN FRANCISCO CA 94103 PUBLIC CHARITY CAPITAL CAMPAIGN. 33000 SAN FRANCISCO FRIENDS SCHOOL 250 VALENCIA ST SAN FRANCISCO CA 94103 PUBLIC CHARITY ANNUAL FUND. 4000 WORLD VISION PO BOX 9716 FEDERAL WAY WA 98063 PUBLIC CHARITY ANNUAL FUND. 20000 WORLD RELIEF 7 EAST BALTIMORE ST BALTIMORE MD 21202 PUBLIC CHARITY ANNUAL FUND. 20000 FRONTIERS PO BOX 60730 PHOENIX AZ 850820730 PUBLIC CHARITY ANNUAL FUND. 10000 EAST BAY TRINITY CHINESE CHURCH 2278 CAMINO RAMON SAN RAMON CA 94583 PUBLIC CHARITY BUILDING FUND. 10000 INTERVARSITY CHRISTIAN FELLOWSHIP PO BOX 7895 MADISON WI 537077895 PUBLIC CHARITY GLOBAL ENGAGEMENT & JUSTICE TEAM 10000 VILLAGE SCHOOLS INTERNATIONAL BOX 1929 TOMBALL TX 77377 PUBLIC CHARITY ANNUAL FUND. 5000 FIRST BAPTIST CHURCH SAN FRANCISCO 22 WALLER ST SAN FRANCISCO CA 94102 PUBLIC CHARITY WORLD MISSIONS FUND. 10000 FIDELITY INVESTMENTS CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 452770053 PUBLIC CHARITY ANNUAL FUND. 1000000 1127000 0 14 24761 14 289592 18 4419865 0 4734218 0 4734218 0 0 0 0 0 0 0 0 0 0 X X 1 GEORGE HU AND KAIQIAN LUO 236 WEST PORTAL AVENUE 515 SAN FRANCISCO CA 94127 14000040 X X 1 MARKETABLE SECURITIES - STATEMENT A 12018112 2021-12-27 ANDERSEN TAX 26000 13000 13000 CORPORATE BONDS AT COST 2922674 2887010 GOV'T & GOV'T AGENCY BONDS AT COST 1791951 1769815 MUNICIPAL BONDS AT COST 4850482 5009871 OTHER CORPORATE BONDS AT COST 2521294 2511747 US EQUITY AT COST 13523839 26967634 ADJUSTMENT TO ORIGINAL BASIS BOND AT COST 589168 0 GLOBAL EQUITY AT COST 45468 101170 NON-US EQUITY AT COST 3888668 4235984 VENABLE LLP 3933 0 3933 CRM BASIS ADJUSTMENT 2846192 DEUTSCHE BANK#749-MGMT FEE 65763 65763 0 GEORGE HU KAIQIAN LUO 236 WEST PORTAL AVENUE 515 SAN FRANCISCO CA 94127 FEDERAL TAXES 95000 0 0 FOREIGN TAX CREDIT 0 6527 0