2023-05-15T09:08:55-00:00 2022-12-31 811657350 MAXVAL CPA 1900 Camden Ave Ste 101 San Jose CA 95124 990PF 2022-01-01 201885060 THE ROBERT I & LIEN Q CHEN FAMILY FOUNDATION ROBE 4085853510 55 E 3RD AVE San Mateo CA 94401 LIEN CHEN VP SECY CFO 4085853510 2023-05-15 true LIEN CHEN Li Wang CPA P01691210 4085648481 2023-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 3529703 X X 2602 2602 2602 166743 94645 94645 -68679 1163036 0 100666 97247 97247 32000 3200 3200 1025 1025 13440 13440 6717 6717 13191 13191 13191 66373 16391 37573 0 220000 220000 286373 16391 37573 220000 -185707 80856 59674 242965 52046 52046 186 491 186 186 3417359 3422811 3477471 3660815 3475043 3529703 0 X 4450862 4450797 -790047 -975754 3660815 3475043 3660815 3475043 3660815 -185707 3475108 65 3475043 ST ACCT8Y4-04011 SECURITIES P 2022-01-01 2022-12-31 144243 227177 -82934 -82934 LT ACCT8Y4-04011 SECURITIES P 2020-01-01 2022-12-31 545567 508456 37111 37111 ST ACCT8Y4-04013 SECURITIES P 2022-01-01 2022-12-31 205706 230854 -25148 -25148 LT ACCT8Y4-04013 SECURITIES P 2020-01-01 2022-12-31 267520 265228 2292 2292 -68679 -108082 1124 1124 1124 1167 1167 1167 220 177 false false false false true true CA true false false false false true N/A THE ROBERT I & LIEN 1 CHEN FAMILY FOUNDATION 4085853510 55 E 3RD AVE SAN MATEO CA 94401 false false false false false false false false false false false false false false false false false false false false false false ROBERT I CHEN 14265 BERRY HILL COURT LOS ALTOS HILLS CA 94022 TRUSTEE 000.00 0 LIEN Q CHEN 14265 BERRY HILL COURT LOS ALTOS HILLS CA 94022 VP, SECY, CFO 000.00 0 SHE-RENE CHEN 14265 BERRY HILL COURT LOS ALTOS HILLS CA 94022 BOARD MEMBER 000.00 16000 SHE-RAE CHEN 14265 BERRY HILL COURT LOS ALTOS HILLS CA 94022 BOARD MEMBER 000.00 16000 NONE NONE ASIAN ADVOCACY 75000 IMPROVING ACCESS TO EDUCATION 50000 REDUCING SEVERE HUNGER AND FOOD SECURITY 70000 2670285 400014 0 3070299 3070299 46054 3024245 151212 151212 1124 1124 150088 150088 150088 220000 220000 150088 159500 180000 200000 200000 13357 752857 220000 150088 69912 822769 0 159500 663269 180000 200000 200000 13357 69912 X ASIAN AMERICAN EDUCATION PROJECT 2089 KENILWORTH AVE LOS ANGELES CA 90039 PC ASIAN AMERICAN ADVOCACY 50000 CHILDREN NOW 1404 FRANKLIN STREET SUITE 700 OAKLAND CA 94612 PC IMPROVING ACCESS TO EDUCATION 30000 ANGEL ISLAND IMMIGRATION STATION FOUNDATION 870 MARKET STREET SUITE 901 SAN FRANCISCO CA 94102 PC ASIAN AMERICAN ADVOCACY 25000 MEALS ON WHEELS OF SAN FRANCISCO 1375 FAIRFAX AVE SAN FRANCISCO CA 94124 PC REDUCING SEVERE HUNGER AND FOOD SECURITY 40000 NATIONAL TROPICAL BOTANICAL GARDEN - THE KAMPONG 3530 PAPALINA RD KALAHEO HI 96741 PC FINDING SOLUTIONS FOR CLEAN AIR AND WATER 25000 SAN FRANCISCO-MARIN FOOD BANK 900 PENNSYLVANIA AVENUE SAN FRANCISCO CA 94107 PC REDUCING SEVERE HUNGER AND FOOD SECURITY 30000 SOUTH DAKOTA MINES FOUNDATION 330 E KANSAS CITY ST RAPID CITY SD 57701 PC IMPROVING ACCESS TO EDUCATION 20000 220000 14 2602 14 166743 18 -68679 100666 100666 N/A N/A false false false false false false false false false false MULTIPLE INVESTMENTS - MERRIL LYNCH INVESTMENT ACCOUNTS 04011, 04012, 04013 3422811 3477471 LEGAL EXPENSE - ATTORNEY FEES 1025 1025 TRUE UP ENDING BALANCE TO AGREE INVESTMENT STATEMENT AS OF 12/31/2022 ACCT 0411 0413 65 ADVISORY PROGRAM FEES 13091 13091 13091 DEPARTMENT OF JUSTICE 100 100 100 PROFESSIONAL CONSULTING EXPENSE FOR PF OPERATION 13440 13440 IRS US Treasury, Tax Payment 6717 6717