2025-06-24T18:27:12-07:00 2024-10-31 800142649 Michael A Yu CPA Inc 1762 Technology Drive Suite 223 San Jose CA 95110 990PF 2023-11-01 274189405 CHUN & JANE CHIU FAMILY FOUNDATION CHUN 4085659888 2975 SCOTT BLVD STE 110 SANTA CLARA CA 95054 JINGSHIANG CHENG COO 2025-06-24 true true Michael Yu P01227284 4084376166 2023 2025-03-06 01:10:19Z X 3456104 X X 129893 129893 129893 5788 1503134 5788 61490 1 1 1 135682 135682 191384 12000 12000 12000 9535 9535 9535 2772 2772 2772 110616 10332 100284 110616 134923 10332 124591 134923 218500 218500 353423 10332 124591 353423 -217741 125350 66793 115868 144739 144739 419842 672786 672786 5321 3359 3076145 2642601 2638579 936 936 3617176 3463485 3456104 76784 140834 76784 140834 X 1121552 1121552 2418840 2201099 3540392 3322651 3617176 3463485 3540392 -217741 3322651 3322651 1000 CHEGG INC (CHGG) P 2023-01-18 2023-11-14 8820 24105 -15285 -15285 2500 AMD Nov 17 2023 85.0 Put P 2023-11-17 2023-11-17 4181 4181 4181 200 FGEN Jan 19 2024 10.0 Put P 2023-11-21 2023-11-22 249 1902 -1653 -1653 300 AMD Dec 15 2023 150.0 Call P 2023-12-15 2023-12-15 1840 1840 1840 1000 GDS Dec 15 2023 15.0 Call P 2023-12-15 2023-12-15 1294 1294 1294 50000 CITY NATIONAL BANK 5.3% 12/12/2023 (17801DHA7) P 2023-09-06 2023-12-12 50000 50000 4000 ACM RESEARCH INC (ACMR) P 2019-09-27 2023-11-17 55526 18417 37109 37109 1000 ACM RESEARCH INC (ACMR) P 2019-11-29 2023-11-17 16304 4532 11772 11772 2000 PIMCO DYNAMIC INCOME FUND (PDI) P 2021-09-07 2023-11-21 35199 54899 -19700 -19700 2999 PIMCO INCOME STRATEGY FUND (PFN) P 2021-09-07 2023-11-21 20243 30179 -9936 -9936 100000 JPMORGAN CHASE BANK 3.2% 11/22/2023 (46593LEM7) P 2022-08-18 2023-11-22 100000 100000 2001 PIMCO INCOME STRATEGY FUND (PFN) P 2021-09-27 2023-11-22 13526 19420 -5894 -5894 2000 DIVERSIFIED HEALTHCARE TRUS (DHC) P 2020-04-13 2023-11-27 4100 12591 -8491 -8491 85 FIBROGEN INC (FGEN) P 2019-11-12 2023-12-11 54 3001 -2947 -2947 315 FIBROGEN INC (FGEN) P 2019-11-12 2023-12-11 198 11110 -10912 -10912 3400 FIBROGEN INC (FGEN) P 2019-11-12 2023-12-11 2131 84064 -81933 -81933 1000 ADEIA INC (ADEA) P 2020-08-19 2023-12-15 10894 7283 3611 3611 1000 GDS HOLDINGS LIMITED - SP A (GDS) P 2018-12-21 2023-12-28 9010 8238 772 772 50000 UBS BANK USA 4.65% 11/22/2023 (90348J7E4) P 2022-11-18 2023-11-22 50000 50000 50000 CHARLES SCHWAB BANK 4.8% 12/14/2023 (15987UAG3) P 2022-12-12 2023-12-14 50000 50000 400 AMD Jan 19 2024 75.0 Put P 2023-06-01 2024-01-19 1018 1018 1018 600 AMD Jan 19 2024 75.0 Put P 2023-06-28 2024-01-19 1227 1227 1227 500 AMD Jan 19 2024 85.0 Put P 2023-06-20 2024-01-19 1622 1622 1622 1000 AMD Jan 19 2024 85.0 Put P 2023-07-05 2024-01-19 2994 2994 2994 500 AMD Jan 19 2024 85.0 Put P 2023-08-03 2024-01-19 1247 1247 1247 500 AMD Jan 19 2024 95.0 Put P 2023-09-06 2024-01-19 2472 2472 2472 500 C Jan 19 2024 57.5 Call P 2023-01-26 2024-01-19 1597 1597 1597 1000 GDS Jan 19 2024 35.0 Call P 2024-01-19 2024-01-19 3794 3794 3794 500 GDS Jan 19 2024 35.0 Call P 2023-02-01 2024-01-19 2247 2247 2247 1000 GDS Jan 19 2024 35.0 Call P 2023-03-29 2024-01-19 1644 1644 1644 1500 GDS Jan 19 2024 45.0 Call P 2023-02-08 2024-01-19 3966 3966 3966 100 LCID Jan 19 2024 20.0 Call P 2023-02-06 2024-01-19 149 149 149 1400 LCID Jan 19 2024 20.0 Call P 2023-03-21 2024-01-19 762 762 762 1500 T Jan 19 2024 13.0 Put P 2023-06-02 2024-01-19 817 817 817 1500 SAR Feb 16 2024 22.5 Put P 2023-07-05 2024-02-16 922 922 922 1500 SAR Feb 16 2024 22.5 Put P 2023-10-03 2024-02-16 1192 1192 1192 300 AMD Apr 19 2024 75.0 Put P 2023-09-18 2024-04-19 898 898 898 4 KORRO BIO INC (KRRO) P 2023-06-22 2024-05-09 211 297 -86 -86 50000 UMPQUA BANK 5.55% 1/22/2024 (90421MFF5) P 2023-09-18 2024-01-22 50000 50000 30000 GOLDMAN SACHS BANK U 5.3% 2/14/2024 (38150VPJ2) P 2023-11-07 2024-02-14 30000 30000 50000 JPMORGAN CHASE BANK N 5.6% 9/5/2024 (46656MLT6) P 2023-08-31 2024-04-06 50000 50000 50000 JPMORGAN CHASE BANK N 5.5% 8/7/2024 (46656MHP9) P 2023-08-03 2024-04-08 50000 50000 50000 BANK OF SOUTHERN CAL 5.1% 4/30/2024 (065104AY7) P 2024-01-24 2024-04-30 50000 50000 1000 ACM RESEARCH INC (ACMR) P 2019-11-29 2024-01-19 16894 4533 12361 12361 500 ACM RESEARCH INC (ACMR) P 2019-11-29 2024-01-19 8772 2267 6505 6505 1000 ACM RESEARCH INC (ACMR) P 2019-11-29 2024-01-19 16244 4533 11711 11711 600 ACM RESEARCH INC (ACMR) P 2019-11-29 2024-01-19 10076 2720 7356 7356 300 ACM RESEARCH INC (ACMR) P 2021-08-05 2024-01-19 5038 9139 -4101 -4101 100 ACM RESEARCH INC (ACMR) P 2021-08-05 2024-01-19 1679 3044 -1365 -1365 300 ADVANCED MICRO DEVICES INC (AMD) P 2022-10-19 2024-01-19 32998 27002 5996 5996 200 ADVANCED MICRO DEVICES INC (AMD) P 2022-10-19 2024-01-19 21999 18101 3898 3898 400 BIONANO GENOMICS INC (BNGO) P 2022-01-21 2024-02-29 502 10423 -9921 -9921 110 BIONANO GENOMICS INC (BNGO) P 2022-01-21 2024-02-29 138 2932 -2794 -2794 190 BIONANO GENOMICS INC (BNGO) P 2022-01-21 2024-02-29 239 5065 -4826 -4826 600 ADEIA INC (ADEA) P 2020-09-10 2024-03-08 6416 3778 2638 2638 500 ANNALY CAPITAL MANAGEMENT I (NLY) P 2018-10-19 2024-03-13 9975 16377 -6402 -6402 500 ANNALY CAPITAL MANAGEMENT I (NLY) P 2019-04-18 2024-03-13 9975 16786 -6811 -6811 250 ANNALY CAPITAL MANAGEMENT I (NLY) P 2019-08-26 2024-03-13 4988 7701 -2713 -2713 100 ANNALY CAPITAL MANAGEMENT I (NLY) P 2020-07-08 2024-03-13 1995 2986 -991 -991 150 ANNALY CAPITAL MANAGEMENT I (NLY) P 2020-07-17 2024-03-13 2993 4478 -1485 -1485 250 ANNALY CAPITAL MANAGEMENT I (NLY) P 2021-07-13 2024-03-13 4988 8261 -3273 -3273 250 ANNALY CAPITAL MANAGEMENT I (NLY) P 2021-07-14 2024-03-13 4988 8128 -3140 -3140 250 ANNALY CAPITAL MANAGEMENT I (NLY) P 2021-07-19 2024-03-13 4988 7941 -2953 -2953 73.5 ANNALY CAPITAL MANAGEMENT I (NLY) P 2021-08-03 2024-03-13 1466 2370 -904 -904 176.5 ANNALY CAPITAL MANAGEMENT I (NLY) P 2021-08-04 2024-03-13 3521 5677 -2156 -2156 250 ANNALY CAPITAL MANAGEMENT I (NLY) P 2022-02-14 2024-03-13 4988 7191 -2203 -2203 300 ANNALY CAPITAL MANAGEMENT I (NLY) P 2022-05-06 2024-03-13 5985 8911 -2926 -2926 75 ANNALY CAPITAL MANAGEMENT I (NLY) P 2022-06-17 2024-03-13 1496 2228 -732 -732 400 ADEIA INC (ADEA) P 2020-09-10 2024-03-15 4278 2519 1759 1759 1000 AGNC INVESTMENT CORP (AGNC) P 2019-02-19 2024-05-09 9550 14929 -5379 -5379 80 KORRO BIO INC (KRRO) P 2022-01-21 2024-05-09 4229 17903 -13674 -13674 16 KORRO BIO INC (KRRO) P 2023-04-24 2024-05-09 846 1189 -343 -343 362 WARNER BROS DISCOVERY INC (WBD) P 2022-03-18 2024-05-09 2867 8435 -5568 -5568 1000 JUNIPER NETWORKS INC (JNPR) P 1998-01-15 2024-01-19 38994 180 38814 38814 50000 JPMORGAN CHASE BANK 4.5% 1/25/2024 (46593LSA8) P 2022-10-18 2024-01-25 50000 50000 50000 JPMORGAN CHASE BANK 4.85% 2/16/2024 (46593LM97) P 2023-02-09 2024-02-16 50000 50000 50000 JPMORGAN CHASE BANK 4.95% 2/22/2024 (46593LP29) P 2023-02-16 2024-02-22 50000 50000 50000 CHARLES SCHWAB BANK SSB 5% 3/5/2024 (15987UAR9) P 2023-02-23 2024-03-05 50000 50000 50000 JPMORGAN CHASE BANK 5.25% 3/13/2024 (46593LT66) P 2023-03-03 2024-03-13 50000 50000 30000 MORGAN STANLEY PRIV 5.25% 3/15/2024 (61768EQR7) P 2023-03-10 2024-03-15 30000 30000 5 DELL 10/18/2024 100.00 P P 2024-04-03 2024-10-18 2797 2797 2797 3 DELL 10/18/2024 100.00 P P 2024-03-13 2024-10-18 2008 2008 2008 2 DELL 10/18/2024 100.00 P P 2024-03-07 2024-10-18 1199 1199 1199 5 DELL 10/18/2024 100.00 P P 2024-03-04 2024-10-18 2397 2397 2397 15 KSS 10/18/2024 17.50 P P 2024-04-12 2024-10-18 1942 1942 1942 2 AMD 09/20/2024 135.00 P P 2024-01-29 2024-09-20 1399 1399 1399 3 AMD 09/20/2024 135.00 P P 2024-01-24 2024-09-20 2263 2263 2263 1 LYFT 10/18/2024 20.00 C P 2024-09-06 2024-09-06 187 3 184 184 19 LYFT 10/18/2024 20.00 C P 2024-09-06 2024-09-06 3561 57 3504 3504 1 CVS 11/15/2024 50.00 P P 2024-09-03 2024-09-03 215 111 104 104 9 CVS 11/15/2024 50.00 P P 2024-09-03 2024-09-03 1939 995 944 944 2 SBUX 06/20/2025 65.00 P P 2024-09-03 2024-09-03 839 221 618 618 3 SBUX 06/20/2025 65.00 P P 2024-09-03 2024-09-03 1243 332 911 911 8 ACMR 08/16/2024 25.00 C P 2024-02-27 2024-08-16 2635 2635 2635 10 ACMR 08/16/2024 25.00 C P 2024-02-23 2024-08-16 2794 2794 2794 5 ACMR 08/16/2024 25.00 C P 2024-01-24 2024-08-16 1647 1647 1647 10 ACMR 08/16/2024 25.00 C P 2024-01-10 2024-08-16 2344 2344 2344 10 SAR 08/16/2024 22.50 P P 2024-02-27 2024-08-16 1014 1014 1014 15 LYFT 06/21/2024 15.00 C P 2023-08-29 2024-06-21 1792 1792 1792 15 LYFT 06/21/2024 15.00 C P 2023-07-05 2024-06-21 2017 2017 2017 8 XPER 06/21/2024 15.00 C P 2023-11-27 2024-06-21 396 396 396 3 AMD 06/21/2024 80.00 P P 2024-05-16 2024-05-16 1798 6 1792 1792 2 AMD 06/21/2024 80.00 P P 2024-05-16 2024-05-16 1019 4 1015 1015 3 AMD 06/21/2024 90.00 P P 2024-05-16 2024-05-16 2098 9 2089 2089 2 AMD 06/21/2024 90.00 P P 2024-05-16 2024-05-16 1399 6 1393 1393 2 AMD 06/21/2024 90.00 P P 2024-05-16 2024-05-16 1439 6 1433 1433 100000 FIRST BUSINESS BANK 5.35% CD 07/29/2024 P 2024-04-16 2024-07-29 100000 100000 1500 AT&T INC P 2022-03-18 2024-10-09 27817 27554 263 263 200 ADVANCED MICRO DEVIC P 2023-01-20 2024-06-21 31976 13786 18190 18190 1000 CITIGROUP INC P 2022-06-17 2024-06-21 51774 52739 -965 -965 500 CITIGROUP INC P 2015-01-15 2024-06-21 25887 23752 2135 2135 Capital Gain Dividends 4846 5788 61490 1742 1742 1742 5101 5250 10351 8609 8609 false false false false false false false true true CA true true false false false true N/A MICHAEL M CHIU 4085659888 2975 SCOTT BLVD STE 110 SANTA CLARA CA 95054 false false false false false false false false false false false false false false false false false false false false false false CHUN-PANG CHIU 2975 SCOTT BLVD STE 110 SANTA CLARA CA 95054 President 2.00 0 MICHAEL M CHIU 2975 SCOTT BLVD STE 110 SANTA CLARA CA 95054 Secretary 2.00 0 JINGSHIANG CHENG 2975 SCOTT BLVD STE 110 SANTA CLARA CA 95054 COO 5.00 12000 NONE NONE THE CHUN CHIU TAIWAN STUDIES PROGRAM, BASED IN THE SCHOOL OF HISTORY, PHILOSOPHY AND RELIGION AT OREGON STATE UNIVERSITY WAS LAUNCHED IN 2007. IT SEEKS TO PROMOTE HISTORICAL KNOWLEDGE AND RESEARCH ABOUT TAIWAN, GREATER CHINA AND ASIA. 40000 THE CHIU SCHOLARY EXCHANGE PROGRAM THROUGH OREGAN STATE UNIVERSITY GRANT AWARDS TO SCHOLARS WHO ARE TAIWAN STUDY OR HISTORY SPECIALIST OR NON-SPECILIST TO FURTHER STUDY OR RESEARCH INCLUDES TAIWAN PAST AND CURRENT SIGNIFICANT ISSUES. 40000 THE FOUNDATION HAD CREATED THE TAIWANESS-AMERICAN COMMUNITY SCHOLARSHIP IN 2011, WHICH PROVIDE MERIT SCHOLARSHIPS TO COLLEGE-BOUND HIGH SCHOOL SENIORS OR INCUMBENT UNDERGRADUATE COLLEGE STUDENTS WHO ARE ASPIRNG TO MAKE POSITIVE CONTRIBUTION TO SOCIETY, BUT COME FROM FINANCIALLY DISADVANGED BACKGROUNDS ARE ENCOURAGED TO APPLY. 20000 2852130 772723 0 3624853 0 3624853 54373 3570480 178524 X 353423 353423 2011-08-09 X 66793 112347 179140 56774 95495 152269 353423 286162 303664 377138 1320387 353423 286162 303664 377138 1320387 119016 107471 123177 134830 484494 CHUN-PANG CHIU X WOODROW WILSON INTL CENTER FOR SCHOLARS 1300 PENNSYLVANIA AVE NW WASHINGTON DC 20004 N/A PC SUPPORTING THE RESEARCH OF HISTORY AND PUBLIC POLICY PROGRAM ABOUT TAIWAN 75000 FORMOSAN ASSOCIATION FOR PUBLIC AFFAIRS 552 7TH STREET SE WASHINGTON DC 20003 N/A PC TO SUPPORT ACTIVITIES TO PROMOTE AWARENESS, PEACE AND RIGHTS OF TAIWANESS COMMUNITIES 20000 SENIOR TAIWANESE ASSOC OF N AMERICA 4413 FORTRAN CT SAN JOSE CA 95134 N/A PC To strengthen the coordinating function for the Taiwanese communities in Northern California; actively provide help to their members 6000 AGAPE EDUCATIONAL CENTER INC 9537 TELSTAR AVE EL MONTE CA 91731 N/A PC To provide the best environment for children to develop physically, psychologically, intellectually and sspiritually, in hopes of becoming a healthy, happy, sociable, responsible and independent adult 10000 FUREVER NEVADA FOUNDATION 7380 S EASTERN AVE 124-255 LAS VEGAS NV 89123 N/A PC To give neglected, senior dogs in southern Nevada a comfortable, safe, and loving environment 5000 HEART OF HOPE 1879 LUNDY AVE STE 223 SAN JOSE CA 95131 N/A PC to enable the terminally ill patients to live with dignity and comfort in an atmosphere in which life can be completed with maximum independence, comfort, compassion, and dignity in the final phase 2000 STANFORD UNIVERSITY 300 PASTEUR DRIVE STANFNORD CA 94305 N/A PC CONTRIBUTE AND PROMOTE EDUCATION and support research activities 100000 ST JOSEPH INDIAN SCHOOL 1301 NORTH MAIN STREET CHAMBERLAIN SD 57325 N/A PC Partners with Native American children and families to educate for life mind, body, heart and spirit 500 218500 14 129893 1 1 18 5788 135682 135682 false false false false false false false false false false Accounting fees 9535 0 9535 9535 Machinery and Equipment 936 936 Bank Charge 133 133 133 Investment Expense 10332 10332 10332 Licenses Expenses 75 75 75 Office Expense 66 66 66 Postage 10 10 10 Program Expense 100000 100000 100000 Other Investment Income 1 1 1 Federal Income tax 1742 1742 1742 Payroll Tax 1030 1030 1030