2025-10-29T18:00:54-05:00 2024-12-31 943105622 BARLOW & HUGHAN LLP 1182 MARKET STREET SUITE 400 SAN FRANCISCO CA 941024922 990PF 2024-01-01 266162229 BURDICK FAMILY PRIVATE FOUNDATION BURD 6507877149 173 CAMELLIA AVE REDWOOD CITY CA 940613617 HAROLD HUNT BURDICK TRUSTEE 6507877149 2025-10-29 1 0 VASSIL GOTZEV P00267461 4155222490 2024 2025-03-06 01:10:19Z X 136824 X X 2823 2823 2968 24662 2968 5791 5791 0 0 0 3340 1670 1670 943 943 0 44 0 0 25 25 0 4352 2638 1670 11000 11000 15352 2638 12670 -9561 3153 5006 5411 5411 123234 113841 131413 574 0 0 128814 119252 136824 45 44 45 44 X 266649 266649 0 0 -137880 -147441 128769 119208 128814 119252 128769 -9561 0 119208 0 119208 EATON VANCE ATLANTA CAPITAL FUND CLASS R6 P 2023-12-12 2024-04-04 412 383 29 29 ISHARES TR RUSSELL 1000 GROWTH ETF P 2022-11-01 2024-04-04 331 221 110 110 PIMCO INCOME FUND INSTITUTIONAL CLASS P 2017-05-03 2024-04-11 6420 7339 -919 -919 T. ROWE PRICE DIVIDE ND GROWTH FUND CLASS I P 2022-01-27 2024-04-04 4215 3917 298 298 PIMCO INCOME FD INSTL CL P 2019-02-04 2024-12-27 4995 5448 -453 -453 T. ROWE PRICE DIVIDE ND GROWTH FUND CLASS I P 2022-01-27 2024-12-27 4995 4386 609 609 LONG TERM CAPITAL GAIN DISTRIBUTION FROM JPMORGAN BROKERAGE P 2023-12-30 2024-12-31 3294 3294 3294 2968 44 0 44 0 44 0 0 0 0 0 0 44 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A HAROLD HUNT BURDICK 6507877149 173 CAMILLA AVENUE REDWOOD CITY CA 940613617 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HAROLD HUNT BURDICK 173 CAMELLIA AVENUE REDWOOD CITY CA 94061 TRUSTEE 5.00 0 0 0 ELIZABETH ANN BURDICK 173 CAMELLIA AVENUE REDWOOD CITY CA 94061 TRUSTEE 1.00 0 0 0 CORNELIA THOMPSON 137 MARKHAM AVENUE REDWOOD CITY CA 94063 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 136706 7913 0 144619 0 0 144619 2169 142450 7123 7123 44 44 7079 0 7079 0 7079 12670 0 12670 7079 0 0 10077 8309 5894 3292 5330 32902 12670 0 0 0 7079 5591 0 0 38493 0 0 0 0 0 0 10077 28416 8309 5894 3292 5330 5591 HAROLD HUNT BURDICK ELIZABETH ANN BURDICK X MENDOCINO COAST HUMANE SOCIETY 19691 SUMMERS LANE FORT BRAGG CA 95437 NONE TAX EXEMPT GENERAL SUPPORT 1000 LIFEMOVES 2550 GREAT AMERICA WAY STE 201 SANTA CLARA CA 95054 NONE TAX EXEMPT GENERAL SUPPORT 10000 11000 0 14 2823 18 2968 0 5791 0 5791 0 0 0 0 0 0 0 0 0 0 TAX PREPERATION FEES 3340 1670 1670 INVESTMENTS HELD IN MANAGED INVESTMENT ACCOUNT 113841 131413 FED REFUND RECEIVABLE 574 0 0 DEPT OF JUSTICE 25 25 0 INVESTMENT MANAGEMENT FEES 943 943 0 CURRENT YEAR EXCISE TAX ON INVESTMENT INCOME 44 0 0