2024-11-10T14:46:00-08:00 2023-12-31 954330544 Sun Accountancy Corporation 301 W Valley Blvd 219 San Gabriel CA 91776 990PF 2023-01-01 208035570 KCAL Ins Foundation KCAL 6262728288 2140 S HACIENDA BLVD SUITE A HACIENDA HEIGHTS CA 91745 CHUNG HWEI CHANG Secretary 6262728288 2024-11-01 true true LINDA SUN CPA P00107022 6264576118 2023 2024-10-15 13:58:12Z X 2948496 X 267826 52348 52348 52348 29274 29274 29274 191292 1517896 191662 1563 5736 5736 546476 279020 83185 2500 2500 14971 14971 4491 4491 4150 628 3522 750 450 26862 20540 6022 118200 118200 145062 20540 124222 401414 258480 83185 1386 765 1266 199342 571970 576469 1003011 487246 836264 2359330 2370761 3402 2530651 2932065 2948496 0 X 2530651 2932065 2530651 2932065 2530651 2932065 2530651 401414 2932065 2932065 3250.0000 PACTIV EVERGREEN INC. P 2021-12-07 2023-12-19 42217 41034 1183 1183 1400.0000 BRINKER INTL INC. P 2021-11-30 2023-12-21 59499 47511 11988 11988 250.0000 Alphabet Inc Cl A P 2020-09-18 2023-12-26 35414 17990 17424 17424 2880.0000 APOLLO MEDICAL HLDGS INC P 2022-10-07 2023-12-26 111728 111940 -212 -212 50.0000 MICROSOFT CORP P 2020-09-08 2023-12-26 18735 10288 8447 8447 9.431 HARTFORD SCHRDR INT MLTCP VL-C P 2022-12-28 2023-12-15 88 83 5 5 16.840 HARTFORD SCHRODERS EM MKT EQ C P 2022-12-28 2023-12-15 257 243 14 14 14.918 JPMORGAN US EQUITY C P 2022-12-20 2023-12-15 296 276 20 20 920.000 ALPHABET INC CL A D 2020-07-09 2023-12-14 121040 65536 55504 55504 774.110 AMERICAN EUROPACIFIC GRW C D 2021-11-30 2023-12-15 40000 49703 -9703 -9703 1452.806 AMERICAN GR FD OF AMERICA C P 2019-03-15 2023-07-17 80000 64350 15650 15650 814.454 AMERICAN MUTUAL C P 2021-11-30 2023-07-17 40000 41468 -1468 -1468 646.000 APPLE INC. D 2020-03-03 2023-12-14 128755 65854 62901 62901 310.575 HARTFORD SCHRDR INT MLTCP VL-C P 2021-02-16 2023-12-15 2907 3090 -183 -183 3340.799 HARTFORD SCHRODERS EM MKT EQ C P 2021-11-30 2023-12-15 50941 62512 -11571 -11571 1210.103 JPMORGAN MID CAP VALUE C P 2021-11-30 2023-07-17 40000 50588 -10588 -10588 2851.595 JPMORGAN US EQUITY C P 2021-11-30 2023-12-15 55196 62419 -7223 -7223 13994.000 PETROLEO BRASILEIRO SA D 2020-06-22 2023-12-14 209526 115815 93711 93711 58.000 UNITEDHEALTH GP INC D 2021-03-12 2023-12-14 31222 20622 10600 10600 1.000 Amazon Com Inc P 2022-12-13 2023-07-20 131 92 39 39 580.000 AT&T INC P 2022-12-28 2023-07-20 8451 10737 -2286 -2286 59.000 ISHARES RUSSELL 2000 GRWTH ETF P 2022-08-17 2023-07-20 14726 14382 344 344 92.000 ISHARES RUSSELL 2000 VALUE ETF P 2022-08-17 2023-07-20 13593 14440 -847 -847 147.000 UBER TECHNOLOGIES INC P 2022-12-13 2023-07-20 6864 3786 3078 3078 12.000 WELLS FARGO & CO NEW P 2022-08-01 2023-07-20 564 522 42 42 496.000 XPENG INC ADR P 2022-12-13 2023-07-20 7440 6543 897 897 37.000 Alphabet Inc Cl A P 2020-12-09 2023-07-20 4417 3298 1119 1119 60.000 Amazon Com Inc P 2021-01-05 2023-07-20 7842 10051 -2209 -2209 33.000 Apple Inc P 2020-12-09 2023-07-20 6391 4253 2138 2138 376.000 AT&T INC P 2018-08-02 2023-07-20 5478 8857 -3379 -3379 37.000 Bank of America Corp P 2020-07-09 2023-07-20 1170 839 331 331 19.000 DEERE & CO P 2021-01-14 2023-07-20 8329 5797 2532 2532 73.000 EXXON MOBIL CORP P 2020-03-03 2023-07-20 7545 3698 3847 3847 92.000 JOHNSON & JOHNSON P 2021-01-14 2023-07-20 15480 14838 642 642 197.000 MONDELEZ INTL INC COM P 2020-12-09 2023-07-20 14545 10944 3601 3601 21.000 NXP SEMICONDUCTORS NV P 2020-07-09 2023-07-20 4478 3394 1084 1084 164.000 PETROLEO BRASILEIRO SA P 2017-08-17 2023-07-20 2240 1417 823 823 21.000 SONY GROUP CORPORATION ADR P 2017-08-17 2023-07-20 1964 936 1028 1028 3.000 SOUTHWEST AIRLINES P 2021-01-14 2023-07-20 111 148 -37 -37 152.000 UBER TECHNOLOGIES INC P 2020-03-03 2023-07-20 7098 6920 178 178 126.000 UNITED STATES STEEL CORP P 2021-01-14 2023-07-20 3088 2851 237 237 16.000 Unitedhealth GP Inc P 2021-01-14 2023-07-20 8087 5675 2412 2412 20,000.000 NISOURCE INC. P 2022-10-21 2023-06-15 20000 19743 257 257 410.000 AEGON FUNDING COR 5100 P 2020-02-18 2023-12-19 8684 10528 -1844 -1844 2,000.000 AT&T INC P 2018-02-01 2023-12-14 46143 50530 -4387 -4387 1,990.000 CITIGROUP CAPT P 2019-05-28 2023-12-27 55991 53561 2430 2430 650.000 FORD MOTOR COMPAN P 2020-02-19 2023-12-26 15805 16960 -1155 -1155 2,000.000 PRUDENTIAL FINANC P 2018-09-11 2023-12-20 47863 51907 -4044 -4044 1,500.000 QVC INC P 2021-05-27 2023-05-10 14343 38247 -23904 -23904 2,045.000 QWEST CORP. P 2019-05-28 2023-09-19 25341 48111 -22770 -22770 1,000.000 THE SOUTHERN P 2020-02-18 2023-12-14 21866 26525 -4659 -4659 215.000 W R. BERKLEY CO P 2020-02-18 2023-12-20 5007 5752 -745 -745 14,000.000 UNITED STATES TREASURY BILL P 2023-05-15 2023-06-13 14000 14000 25,000.000 UNITED STATES TREASURY BILL P 2023-09-21 2023-12-21 25000 25000 Wash Sale 370 191662 1563 3593 3593 3593 3358 3358 235 0 false false false false false false false false true CA true false true false false true www.guidestar.org CHUNG HWEI CHANG 6262728288 2140 S HACIENDA BLVD SUITE A HACIENDA HEIGHTS CA 91745 false false false false false false false false false false false false false false false false false false false false false false JOAN QUANG HANG 2410 S HACIENDA BLVD STE A HACIENDA HEIGHTS CA 91745 Director 5.00 0 CHUNG HWEI CHANG 2140 S HACIENDA BLVD STE A HACIENDA HEIGHTS CA 91745 Secretary 5.00 0 ANGELA L CHANG 2140 S HACIENDA BLVD STE A HACIENDA HEIGHTS CA 91745 Director 5.00 0 I-HSIN LIU 2140 S HACIENDA BLVD STE A HACIENDA HEIGHTS CA 91745 Director 5.00 0 KENNY CHANG 2140 S HACIENDA BLVD STE A HACIENDA HEIGHTS CA 91745 President & CEO 5.00 0 JESSICA TUNG 2140 S HACIENDA BLVD STE A HACIENDA HEIGHTS CA 91745 CFO 5.00 0 NONE NONE N/A 0 2254513 195136 0 2449649 0 2449649 36745 2412904 120645 120645 3593 3593 117052 117052 117052 124222 124222 117052 29835 7367 37202 124222 0 117052 7170 44372 0 44372 29835 7367 7170 CHUNG HWEI CHANG KENNY CHANG X CALIFORNIA ASIAN PEACE OFFICERS ASSOCIAT PO BOX 538 SAN GABRIEL CA 91778 NONE PC CHARITABLE PURPOSE 1000 SOUTHERN CALIFORNIA COUNCIL OF CHINESE S 3024 E CHAPMAN AVE 159 ORANGE CA 92869 NONE PC CHARITABLE PURPOSE 10000 BUDDHAS LIGHT INTERNATIONAL LOS ANGELES 1409 N WALNUT GROVE AVE ROSEMEAD CA 91770 NONE PC CHARITABLE PURPOSE 6000 ACE NEXTGEN PO BOX 51471 BOSTON MA 02205 NONE PC CHARITABLE PURPOSE 6000 INTERNATIONAL BUDDHIST PROGRESS SOCIETY 3456 GLENMARK DR HACIENDA HEIGHTS CA 91745 NONE PC CHARITABLE PURPOSE 71000 ASIAN BUSINESS CENTER 767 NORTH HILL STREET SUITE 308 LOS ANGELES CA 90012 NONE PC CHARITABLE PURPOSE 4500 ALHAMBRA POLICE FOUNDATION 2801 W MISSION RD ALHAMBRA CA 91803 NONE PC CHARITABLE PURPOSE 1000 NATIONAL ASIAN PEACE OFFICERS ASSC PO BOX 1971 SPRING VALLEY CA 91979 NONE PC CHARITABLE PURPOSE 1000 CHINESE AMERICAN COALITION FOR COMPASSIO PO BOX 276 CUPERTINO CA 95015 NONE PC CHARITABLE PURPOSE 2000 ASIAN PACIFIC COMMUNITY FUND 1145 WILSHIRE BOULEVARD SUITE 105 LOS ANGELES CA 90017 NONE PC CHARITABLE PURPOSE 3000 ALADS CARE FOUNDATION 2 CUPANIA CIRCLE MONTEREY PARK CA 91755 NONE PC CHARITABLE PURPOSE 2200 SFS SQUAD CLUB 10051 ORR DAY RD SANTA FE SPRINGS CA 90670 NONE PC CHARITABLE PURPOSE 2500 OVERSEAS COMMUNITY CARE NETWORK OF LA 9443 TELSTAR AVE EL MONTE CA 91731 NONE PC CHARITABLE PURPOSE 2000 COMMUNITY IMPROVEMENT FOUNDATION 17800 CASTLETO ST 168 CITY OF INDUSTRY CA 91748 NONE PC CHARITABLE PURPOSE 2000 NORTH AMERICAN TAIWANESE MEDICAL ASSOCIA 132 DONATI IRVINE CA 92602 NONE PC CHARITABLE PURPOSE 500 TAIWANESE AMERICAN CITIZENS LEAGUE 2443 FILLMORE STREET 380-9501 SAN FRANSISO CA 94115 NONE PC CHARITABLE PURPOSE 1000 DIAMOND BAR CHINESE-AMERICAN ASSOCIATION 1142 S DIAMOND BAR BLVD 110 DIAMOND BAR CA 91765 NONE PC CHARITABLE PURPOSE 500 CHANG SEN XUE LONGEVITY ASSOCIATION USA 807 E GARVEY AVENUE MONTEREY PARK CA 91755 NONE PC CHARITABLE PURPOSE 500 SPECIAL OLYMPICS SOUTHERN CALIFORNIA 1600 FORBES WAY SUITE 200 LONG BEACH CA 90810 NONE PC CHARITABLE PURPOSE 1500 118200 14 52348 14 29274 18 670 191292 Other Investment Gain 18 5066 87358 191292 278650 false false false false false false false false false false X X 1 Chang Family Trust 1839 Vallecito Dr Hacienda Heights CA 91745 216767 X 2 Chang Family Trust 1839 Vallecito Dr Hacienda Heights CA 91745 30529 X 3 Chang Family Trust 1839 Vallecito Dr Hacienda Heights CA 91745 111477 X 4 Chang Family Trust 1839 Vallecito Dr Hacienda Heights CA 91745 127319 X 1 13,994 SHARES PETROLEO BRASILEIRO (PBR) 216767 2023-10-24 2 58 SHARES UNITEDHEALTH GP INC (UNH) 30529 2023-10-24 3 646 SHARES OF APPLE INC (AAPL) 111477 2023-10-24 4 920 SHARES ALPHABET INC (GOOGL) 127319 2023-10-24 Legal and Professional - Accounting Fee 2500 0 0 2500 SECURITIES INVESTMENTS AT COST 2359330 2370761 MUTUAL FUND AT COST FIXED-RATE CAPITAL SECURITIES AT COST EXCHANGE-TRADED & CLOSED-END FUNDS AT COST Investment Loss 450 450 Supplies 300 Other Investment Gain 5066 5066 Other Investment Income 670 670 Advisory Fee 14971 14971 0 0 KENNY CHANG AND CHUNG HWEI CHANG 2140 S HACIENDA BLVD STE A HACIENDA HEIGHTS CA 91745 Department of Justice 100 100 Excise Tax 3402 3402 Foreign Tax Paid 628 628 Secretary of State 20 20