2016-11-14T23:31:32-06:00 2015-12-31 331197384 ANDERSEN TAX LLC 4 PARK PLAZA STE 450 IRVINE CA 92614 990PF 2015-01-01 330868088 THE DAVID AND DIANA SUN FOUNDATION DAVI 7144352640 PO BOX 8566 FOUNTAIN VALLEY CA 92728 DAVID SUN PRESIDENT 7144352640 2016-11-10 1 DANIEL J ROBERTS P01489269 9498854550 2016-11-14 2015 2017-02-10 21:41:12Z X 20932206 X X 2475 2475 461339 461339 35244 1801693 0 499058 463814 0 0 0 0 0 20300 10150 0 10150 11596 2006 0 0 141253 139894 0 1359 173149 152050 0 11509 4599093 4599093 4772242 152050 0 4610602 -4273184 311764 0 12838670 1137522 1137522 12210792 19775206 19775206 13080773 19478 19478 38130235 20932206 20932206 11788989 0 11788989 0 X 26341246 20932206 26341246 20932206 38130235 20932206 26341246 -4273184 0 22068062 1135856 20932206 PUBLICLY TRADED STOCK D 1801693 1804689 -2996 -2996 -2996 -2996 0 1905727 4511576 0.422408 2818551 1652736 1.705385 1744329 629727 2.769977 3242985 1465510 2.212871 3662417 152179 24.066507 31.177148 6.235430 23170604 144478679 3118 144481797 4610602 6235 0 6235 0 6235 29459 40000 69459 63224 63224 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 1 1 N/A ALBERT KONG 7144352600 17600 NEWHOPE STREET FOUNTAIN VALLEY CA 92708 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 DAVID SUN PO BOX 8566 FOUNTAIN VALLEY CA 92728 PRESIDENT 1.00 0 0 0 DIANA SUN PO BOX 8566 FOUNTAIN VALLEY CA 92728 DIRECTOR 1.00 0 0 0 DARA SUN PO BOX 8566 FOUNTAIN VALLEY CA 92728 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 18774440 4749016 0 23523456 0 0 23523456 352852 23170604 1158530 1158530 6235 6235 1152295 0 1152295 0 1152295 4610602 0 4610602 0 4610602 1152295 0 0 3644238 3194206 1712849 2768102 1819325 13138720 4610602 0 0 0 1152295 3458307 0 0 16597027 0 0 0 0 0 0 3644238 12952789 3194206 1712849 2768102 1819325 3458307 X ORANGE COUNTY COMMUNITY FOUNDATION 4041 MACARTHUR BLVD 510 NEWPORT BEACH CA 92660 N/A PC SUPPORT FOR COLLEGE EDUCATION SCHOLARSHIP 1000000 GUANG YUAN CHARITABLE FOUNDATION NO 1-5 LIXING 1ST ROAD HSINCHU SCIENCE PARK TAIPEI TW N/A NC SUPPORT FOR EDUCATION, CULTURAL AND SOCIAL WELFARE 1392700 MACKAY JUNIOR COLLEGE OF MEDICINE NURSING AND MANAGEMENT NO 92 SHENGJING RD BEITOU DISTRICT TAIPEI TW N/A NC EDUCATION FOR ABORIGINAL UNDERPRIVILEGED CHILDREN 1191393 ASIAN AMERICAN SENIOR CENTER 850 NORTH BIRCH STREET SANTA ANA CA 92701 N/A PC SUPPORT FOR EDUCATION & EMPLOYMENT SERVICE TO SENIORS IN ASIAN COMMUNITY 5000 OCCACC SCHOLARSHIP FOUNDATOION 4000 BARRANCA PARKWAY 101J IRVINE CA 92604 N/A PC EDUCATION SCHOLARSHIPS 1000000 CHINESE INSTITUTE OF ENGINEERS 20651 GOLDEN SPRINGS DRIVE WALNUT CA 91766 N/A PC SUPPORT FOR ENGINEERING SOCIETY 5000 CESASC SCHOLARSHIP FOUNDATION 1277 HILLSIDE STREET MONTERREY PARK CA 91754 N/A PC GENERAL SUPPORT FOR EDUCATION 5000 4599093 0 14 2475 14 461339 18 35244 0 499058 0 499058 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 20300 10150 0 10150 GUANG YUAN CHARITABLE FOUNDATION NO 1-5 LIXING 1ST ROAD HSINCHU SCIENCE PARK TAIPEI TAIWAN TW 2015-12-01 1392700 EDUCATION, CULTURAL AND SOCIAL WELFARE 0 NO 2/01/16 2016-02-16 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE. MACKAY JUNIOR COLLEGE OF MEDICINE NURSING AND MANAGEMENT N0 92 SHENGJING ROAD BEITOU DISTRICT TAIWAN TAIWAN TW 2015-10-22 1191393 EDUCATION OF ABORIGINAL UNDERPRIVILEGED CHILDREN 1191393 NO 11/05/15 2015-11-01 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE. EXPLANATION FORM 990-PF, PART VII-A, LINE 12 THE INFORMATION BELOW PROVIDES DETAIL OF DISTRIBUTIONS PAID BY THE FOUNDATION DURING THE REPORTING PERIOD TO A DONOR ADVISED FUND OVER WHICH THE FOUNDATION OR A DISQUALIFIED PERSON HAD ADVISORY PRIVILEGES:RECIPIENT ORGANIZATION: ORANGE COUNTY COMMUNITY FOUNDATION AMOUNT TREATED AS QUALIFYING DISTRIBUTION: $1,000,000 HOW DISTRIBUTION ACCOMPLISHES CHARITABLE PURPOSE: THE AMOUNT DONATED TO THE DONOR ADVISED FUND LISTED ABOVE WAS USED TO FUND COLLEGE EDUCATION COSTS OF UNDERPRIVILEGED STUDENTS IN THE ORANGE COUNTY AREA. 1ST GLOBAL 19775206 19775206 INVESTMENT SECURITIES SOLD RECEIVABLE 13080773 FEDERAL TAX REFUNDABLE 19478 19478 UNREALIZED GAIN/(LOSS) ON INVESTMENTS 1135856 INVESTMENT MANAGEMENT FEES 139894 139894 0 0 BANK CHARGES 40 0 0 40 STATE FILING FEES 255 0 0 255 INSURANCE 1064 0 0 1064 EXCISE TAX PAYABLE 117884 0 INVESTMENT SECURITIES PURCHASED PAYABLE 11671105 0 FED EXCISE TAX 9590 0 0 0 FOREIGN TAXES PAID 2006 2006 0 0