2024-09-09T13:53:56-05:00 2023-12-31 952772601 GLENN BURDETTE INC 1150 PALM STREET SAN LUIS OBISPO CA 93401 990PF 2023-01-01 426634530 THE RICHARD J WEYHRICH CHARITABLE TRUST RICH 9252563034 1111 CIVIC DRIVE SUITE 333 WALNUT CREEK CA 94596 MECHANICS BANK NA TRUSTEE 9252563034 2024-09-05 1 1 X MEGAN C CHESNEY CPA P01788192 8055441441 2023 2024-08-08 14:25:15Z X X 2654954 X X 3551 3551 73542 73542 -5435 139122 0 71658 77093 30627 30627 0 4560 2280 2280 3537 487 0 38724 33394 2280 124894 124894 163618 33394 127174 -91960 43699 83614 106476 106476 1077852 1106211 1533178 1247224 1106757 1010147 6894 5153 5153 2415584 2324597 2654954 0 0 X 0 0 0 0 2415584 2324597 2415584 2324597 2415584 2324597 2415584 -91960 973 2324597 0 2324597 LONG TERM CAPITAL LOSS - DETAILS AVAILABLE UPON REQUEST 2022-12-31 2023-12-31 129057 144557 -15500 -15500 CAPITAL GAINS DIVIDENDS P 10065 10065 10065 -5435 607 0 607 0 607 5097 0 0 0 5097 0 4490 4490 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A MECHANICS BANK NA 9252563034 1111 CIVIC DRIVE SUITE 333 WALNUT CREEK CA 94596 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RABOBANK NA 1111 CIVIC DRIVE SUITE 333 WALNUT CREEK CA 94596 TRUSTEE 15.00 30627 0 0 NONE 0 NONE 0 0 2481551 74153 0 2555704 0 0 2555704 38336 2517368 125868 125868 607 607 125261 0 125261 0 125261 127174 0 127174 125261 0 0 13045 1378 13698 6053 28351 62525 127174 0 0 0 125261 1913 0 0 64438 0 0 0 0 0 0 13045 51393 1378 13698 6053 28351 1913 X CUESTA COLLEGE FOUNDATION PO BOX 8106 SAN LUIS OBISPO CA 93403 NONE PC TO CONNECT PRIVATE AND CORPORATE PHILANTHROPY WITH OPPORTUNITIES TO SUPPORT CUESTA COLLEGE AND ITS STUDENTS 30859 FOUNDATION FOR THE PERFORMING ARTS PO BOX 1137 SAN LUIS OBISPO CA 93406 NONE PC TO HELP PROVIDE AND PROMOTE AN EXTRAORDINARY AND ACCESSIBLE CENTER FOR THE PERFORMING ARTS 12343 GRIZZLY YOUTH ACADEMY 721 MENDOCINO SAN LUIS OBISPO CA 93405 NONE PC PROMOTE LEADERSHIP, COOPERATION, AND ACADEMIC SKILLS, WHILE BUILDING SELF-ESTEEM, PRIDE, AND CONFIDENCE. 12343 HOSPICE OF SAN LUIS OBISPO COUNTY 1304 PACIFIC STREET SAN LUIS OBISPO CA 93401 NONE PC SUPPORT THE COMMUNITY IN WORKING WITH THOSE NEAR THE END OF LIFE AND THE PEOPLE WHO LOVE THEM BY PROVIDING IN-HOME SUPPORT, CAREGIVER RESPITE, GRIEF COUNSELING, SUPPORT GROUPS, COMMUNITY RESPONSE AND EDUCATION. 6172 PEPPERDINE UNIVERSITY 24255 PACIFIC COAST HWY MALIBU CA 90236 NONE PC TO PROVIDE HIGHER EDUCATION 12344 UNITED WAY OF SAN LUIS OBISPO PO BOX 14309 SAN LUIS OBISPO CA 93406 NONE PC TO FOSTER STRUCTURAL CHANGE BY ADDRESSING ROOT CAUSES IN ORDER TO SAFEGUARD THE FUTURE OF OUR COMMUNITY. 7631 US MILITARY ACADEMY WEST POINT 698 MILLS ROAD WEST POINT NY 10996 NONE PC TO EDUCATE, TRAIN, AND INSPIRE THE CORPS OF CADETS SO THAT EACH GRADUATE IS A COMMISSIONED LEADER OF CHARACTER COMMITTED TO THE VALUES OF DUTY, HONOR, COUNTRY AND PREPARED FOR A CAREER OF PROFESSIONAL EXCELLENCE AND SERVICE TO THE NATION AS AN OFFICER IN THE UNITED STATES ARMY 43202 124894 0 14 3551 14 73542 18 -5435 0 71658 0 71658 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4560 2280 2280 RABOBANK EQUITIES 1106211 1533178 RABOBANK FIXED INCOME SECURITIES AT COST 926453 840097 RABOBANK ALTERNATIVES SECURITIES AT COST 180304 170050 RECEIVABLE - DIVIDENDS 6894 5153 5153 STMT RECONCILING DIFFERENCES 973 FOREIGN TAX PAID 487 487 0 CALIFORNIA FILING FEES 50 0 0 FEDERAL TAX PAYMENTS 3000 0 0