2025-11-07T11:34:10-06:00 2024-12-31 271957427 PATHSTONE FAMILY OFFICE PO BOX 52047 ATLANTA GA 30355 990PF 2024-01-01 882152002 B&R HU FAMILY FOUNDATION B&RH 5168707722 501 SILVERSIDE ROAD STE 123 WILMINGTON DE 19809 BO HU PRES/SEC/TREAS 5168707722 2025-11-07 1 1 JULLIE CANIFORD P00236795 4045920180 2024 2025-03-06 01:10:19Z X 1383555 X 0 X 18219 18219 82833 1569437 82833 1 1 0 101053 101053 0 0 0 0 0 11190 0 0 11190 1612 412 0 0 35049 23409 0 11694 47851 23821 0 22884 25000 25000 72851 23821 0 47884 28202 77232 0 498958 485040 485040 453288 0 0 253262 557945 660358 36507 227232 238157 1242015 1270217 1383555 0 0 X 1242015 1270217 1242015 1270217 1242015 1270217 1242015 28202 0 1270217 0 1270217 FIDELITY -4997 ST (FERRARI) 2024-01-04 2024-12-31 886931 833508 53423 53423 FIDELITY -4997 ST (INVESCO) 2024-07-16 2024-12-31 212527 199808 12719 12719 FIDELITY -4997 LT (TOP GOLF) 2023-04-11 2024-07-15 136261 202589 -66328 -66328 FIDELITY -4997 LT (BERKSHIRE) 2023-06-26 2024-11-05 332320 250699 81621 81621 LEGACY VENTURES XI LLC K-1 LT CAPITAL GAIN INCOME 2024-12-31 1397 1397 1397 LEGACY VENTURES XI LLC K-1 LT CAPITAL GAIN INCOME 2024-12-31 1 1 1 82833 66143 1074 0 1074 0 1074 1308 0 1600 0 2908 0 1834 1834 0 0 0 0 0 0 0 0 0 0 0 1 1 DE CA 1 0 0 0 0 1 N/A FOUNDATION SOURCE 8008391754 501 SILVERSIDE ROAD SUITE 123 WILMINGTON DE 19809 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BO HU 501 SILVERSIDE ROAD SUITE 123 WILMINGTON DE 19809 PRESIDENT/SECRETARY/TREASURER/DIRECTOR 1.00 0 0 0 RUI YANG 501 SILVERSIDE ROAD SUITE 123 WILMINGTON DE 19809 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 1195878 20506 0 1216384 0 0 1216384 18246 1198138 59907 59907 1074 1074 58833 0 58833 0 58833 47884 0 47884 58833 43411 0 0 47884 43411 0 0 4473 0 0 0 0 0 0 0 0 54360 0 0 0 BO HU RUI YANG X FIVE ACRES-THE BOYS & GIRLS AID SOCIETY OF LOS ANGELES COUNTY 760 MOUNTAIN VIEW ST ALTADENA CA 91001 NONE PC GENERAL & UNRESTRICTED 5000 HEALTHNET WORK FOUNDATION 3550 LANDER RD SUITE 225 CLEVELAND OH 44124 NONE PC GENERAL & UNRESTRICTED 5000 POLYTECHNIC SCHOOL 1030 E CALIFORNIA BLVD PASADENA CA 91106 NONE PC GENERAL & UNRESTRICTED 15000 25000 0 14 18219 41 1 18 82833 0 101053 0 101053 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 11190 0 0 11190 FIDELITY 500 INDEX FUND AT COST 307945 413949 FIDELITY TOTAL MARKET INDEX FUND AT COST 250000 246409 LEGACY VENTURES XI LLC 36507 227232 238157 OTHER 54 54 0 54 ADMINISTRATIVE 11640 0 0 11640 LOSSES FROM K-1: LEGACY VENTURES XI 23355 23355 0 0 OTHER INCOME FROM PASS-THROUGHS 1 1 0 FOREIGN TAXES 412 412 0 0 TAXES 1200 0 0 0