2026-04-15T23:40:49-05:00 2025-05-31 330737981 CBIZ ADVISORS LLC 5060 CALIFORNIA AVE SUITE 800 BAKERSFIELD CA 93309 990PF 2024-06-01 880233486 WILLIAM & FLORENCE WHEELER FOUNDATION WILL 6612014119 5060 CALIFORNIA AVE 800 BAKERSFIELD CA 93309 NANCY WHEELER TRUSTEE 6612014119 2025-11-12 1 1 KEVIN S JONES P01257131 6613257500 2025-11-12 2024 2025-03-06 01:10:19Z X 6953713 X X 3081 3081 141392 140997 763165 2975545 763165 133 133 907771 907376 49000 36750 0 45900 0 0 2462 0 0 19769 9884 0 30948 30948 0 14559 3078 0 1996 741 0 164634 81401 0 327692 327692 492326 81401 327692 415445 825975 113141 147701 147701 702955 1033316 1023298 4071262 4047043 5782714 45000 0 0 4932358 5228060 6953713 166249 46506 166249 46506 X 500000 500000 0 0 4266109 4681554 4766109 5181554 4932358 5228060 4766109 415445 0 5181554 0 5181554 1500 SH ALCON INC P 2020-05-21 2024-06-10 136376 92320 44056 44056 1100 SH JOHNSON & JOHNSON P 2020-04-14 2024-06-10 160877 161079 -202 -202 1400 SH JOHNSON & JOHNSON P 2020-05-06 2024-06-10 204752 209439 -4687 -4687 2000 SH ABBOTT LABORATORIES P 2024-04-01 2024-07-29 208094 224777 -16683 -16683 500 SH ACCENTURE PLC-CL A P 2023-03-22 2024-09-24 169553 129495 40058 40058 1000 SH VEEVA SYSTEMS INC-CLASS A P 2019-08-28 2024-09-24 207630 157604 50026 50026 250 SH VEEVA SYSTEMS INC-CLASS A P 2024-04-03 2024-09-24 51907 54562 -2655 -2655 500 SH BROADCOM INC P 2024-04-01 2024-10-08 89692 67595 22097 22097 250 SH INTL BUSINESS MACHINES CORP P 2024-04-01 2024-10-08 56898 47419 9479 9479 191 SH MICROSOFT CORP P 2017-01-12 2024-10-08 78972 11895 67077 67077 500 SH THERMO FISHER SCIENTIFIC INC P 2015-10-21 2024-10-08 299500 57263 242237 242237 3000 SH ALPHABET INC-CL A P 2023-03-22 2024-10-10 486073 317503 168570 168570 1000 SH APPLIED MATERIALS INC P 2024-10-08 2024-10-22 183870 201740 -17870 -17870 250 SH EATON CORP PLC P 2024-04-01 2024-10-22 85873 78270 7603 7603 150 SH MICROSOFT CORP P 2017-01-12 2024-10-22 63993 9342 54651 54651 150 SH LOCKHEED MARTIN CORP P 2024-10-22 2024-12-12 74297 87302 -13005 -13005 250 SH LOCKHEED MARTIN CORP P 2024-10-08 2024-12-12 123829 151306 -27477 -27477 1500 SH ZOETIS INC P 2017-11-30 2025-02-13 248359 108469 139890 139890 45000 SH NY BD BK-T 26 NOV 2010 6.636% 01 P 2010-11-23 2025-04-01 45000 45000 0 0 763165 11481 0 11481 0 11481 2178 0 10000 0 12178 176 521 521 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A NANCY L WHEELER 6612014119 5060 CALIFORNIA AVE SUITE 800 BAKERSFIELD CA 93309 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY L WHEELER 5060 CALIFORNIA AVE SUITE 800 BAKERSFIELD CA 93309 TRUSTEE 8.00 49000 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 270973 -2213 0 268760 0 0 268760 4031 264729 13236 13236 11481 11481 1755 0 1755 0 1755 327692 0 327692 1755 0 0 178 13660 13838 327692 0 0 0 1755 325937 0 0 339775 0 0 0 0 0 0 178 339597 13660 325937 NANCY L WHEELER 5060 CALIFORNIA AVE SUITE 800 BAKERSFIELD CA 93309 6612014119 LETTER FORMAT N/A N/A ALANO PINTADO EQUINE HEALTH FOUNDATION 2501 SANTA BARBARA AVE OLIVOS CA 93441 NO RELATION PUBLIC CHARITY TO FURTHER EQUINE VETERINARY MEDICINE WITH NEW ADVANCEMENTS AND IMPACTFUL THERAPIES TO IMPROVE CLINICAL OUTCOMES. 10000 BAKERSFIELD COLLEGE FOUNDATION 1801 PANORAMA DR BAKERSFIELD CA 93305 NO RELATION UNIVERSITY TO SUPPORT THE COLLEGIATE RODEO TEAM. 30000 BAKERSFIELD MUSEUM OF ART 1930 R ST BAKERSFIELD CA 93301 NO RELATION PUBLIC CHARITY TO SUPPORT MUSEUMS THAT ENGAGES, INSPIRES, AND BUILDS COMMUNITY THROUGH VISUAL ART. 5000 BASS LAKE CHAMBER OF COMMERCE PO BOX 126 BASS LAKE CA 93604 NO RELATION PUBLIC CHARITY TO ENSURE THE CONTINUED FIREWORK DISPLAY TRADITION THAT BRINGS SMILES AND CHEERS FROM YOUNG TO OLD ALIKE. 1000 BOY SCOUTS OF AMERICA 2417 M ST BAKERSFIELD CA 93301 NO RELATION PUBLIC CHARITY TO PREPARE YOUNG PEOPLE TO MAKE ETHICAL AND MORAL CHOICES OVER THEIR LIFETIMES BY INSTILLING IN THEM THE VALUES OF THE SCOUT OATH AND SCOUT LAW. 5000 BOYS & GIRLS CLUB OF KERN COUNTY 801 NILES ST PO BIN 5J BAKERSFIELD CA 93385 NO RELATION PUBLIC CHARITY TO HELP YOUNG PEOPLE IMPROVE SCHOLARTICALLY, DEVELOP SOCIALLY, AND PREPARE PROFESSIONALLY. 10000 CALIFORNIA REINING HORSE ASSOCIATION 37715 SPRING VALLEY RD TEMECULA CA 92592 NO RELATION PUBLIC CHARITY TO ADVANCE THE SPORT OF REINING WITH DEDICATION AND PASSION. 11500 CMSF HERITAGE FOUNDATION PO BOX 8 PASO ROBLES CA 93447 NO RELATION PUBLIC CHARITY TO PRESERVE AND ENRICH THE HERITAGE OF THE 16TH DISTRICT AGRICULTURAL ASSOCIATION AND SHOWCASE AGRICULTURAL INDUSTRIES TO THE COMMUNITY; TO OFFER SUPPORT TO THE 4-H AND FFA PROJECTS AND CREATE AGRICULTURAL EDUCATION OPPORTUNITIES; MAINTAIN A STANDARD OF EXCELLENCE IN THE FACILITIES AND CREATE CAPITAL IMPROVEMENT OPPORTUNITIES AND TO SERVE AS AN ARM OF THE CALIFORNIA MID-STATE FAIR THAT CAN ACCEPT CHARITABLE DONATIONS. 55072 GARCES MEMORIAL HIGH SCHOOL 2800 LOMA LINDA DRIVE BAKERSFIELD CA 93305 NO RELATION SCHOOL TO HELP NURTURE STUDENTS' SPIRITUALITY, DEVELOP THEIR INTELLECT AND THEIR CHARACTER. 64750 HOFFMANN HOSPICE 4401 BUENA VISTA RD BAKERSFIELD CA 93311 NO RELATION PUBLIC CHARITY TO CELEBRATE THE SANCTITY OF LIFE, PROVIDE COMPASSIONATE END-OF-LIFE CARE, AND COMFORT THE GRIEVING. 31120 JACK'S HELPING HAND 710 FIERO LANE SAN LUIS OBISPO CA 93401 NO RELATION PUBLIC CHARITY TO PROVIDE COMMUNITY PROGRAMS THAT MEET THE UNIQUE CHALLENGES OF CHILDREN WITH CANCER OR SPECIAL NEEDS. 25000 JIM BURKE EDUCATION FOUNDATION 2001 OAK ST BAKERSFIELD CA 93301 NO RELATION PUBLIC CHARITY TO HELP THE YOUTH OF KERN COUNTY EXCEL THROUGH GRANTS, SCHOLARSHIPS AND CIVIC PROJECTS. 2500 JUNIOR LEAGUE OF BAKERSFIELD 1928 19TH STREET BAKERSFIELD CA 93303 NO RELATION PUBLIC CHARITY TO ADVANCE WOMEN'S LEADERSHIP FOR MEANINGFUL COMMUNITY IMPACT THROUGH VOLUNTEER ACTION, COLLABORATION, AND TRAINING. 20000 KATHY'S LEGACY FOUNDATION 2111 PALOMAR AIRPORT RD SUITE 325 CARLSBAD CA 92011 NO RELATION PUBLIC CHARITY TO ASSIST CHILDREN WHOSE LIVES ARE TRAUMATICALLY ALTERED BY THE MURDER OF A PARENT DUE TO DOMESTIC VIOLENCE. 2500 MENDIBURU MAGIC FOUNDATION PO BOX 20687 BAKERSFIELD CA 93390 NO RELATION PUBLIC CHARITY TO PROVIDE SUPPORT FOR THE UNMET NEEDS OF CHILDREN AND THEIR FAMILIES THAT MAY BE FACING CANCER AND/OR OTHER CATASTROPHIC OR LIFE THREATENING ILLNESS. 15000 REDWINGS HORSE SANCTUARY 6875 UNION RD PASO ROBLES CA 93446 NO RELATION PUBLIC CHARITY TO ELIMINATE THE CAUSES OF EQUINE SUFFERING THROUGH EDUCATIONAL AND COMMUNITY OUTREACH PROGRAMS, RESCUE ABUSED, ABANDONED, AND NEGLECTED EQUINES AND PROVIDE PERMANENT SANCTUARY OR SELECTED ADOPTIVE HOMES FOR THOSE EQUINES. 10000 ST FRANCIS SCHOOL FOUNDATION 2516 PALM ST BAKERSFIELD CA 93304 NO RELATION PUBLIC CHARITY TO PROVIDE EXCELLENCE IN CATHOLIC EDUCATION BY PREPARING CRITICAL-THINKING, DISCIPLINED, AND ACTIVE CHRISTIAN LEADERS. 1750 SURFING FOR HOPE 1304 WOODSIDE DR SAN LUIS OBISPO CA 93401 NO RELATION PUBLIC CHARITY TO HELP PEOPLE EASE THE DIFFICULTY OF CANCER THROUGH THE HEALING POWERS OF SURFING AND THE OCEAN LIFE. 10000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NO RELATION PUBLIC CHARITY TO ASSIST AMERICA'S HEROES BY PROVIDING MORTGAGE-FREE HOMES TO GOLD STAR AND FALLEN FIRST RESPONDER FAMILIES WITH YOUNG CHILDREN AND BY BUILDING SPECIALLY-ADAPTED SMART HOMES FOR CATASTROPHICALLY INJURED VETERANS AND FIRST RESPONDERS. TO ASSIST AMERICA'S HEROES BY PROVIDING MORTGAGE-FREE HOMES TO GOLD STAR AND FALLEN FIRST RESPONDER FAMILIES WITH YOUNG CHILDREN AND BY BUILDING SPECIALLY-ADAPTED SMART HOMES FOR CATASTROPHICALLY INJURED VETERANS AND FIRST RESPONDERS.TO ASSIST AMERICA'S HEROES BY PROVIDING MORTGAGE-FREE HOMES TO GOLD STAR AND FALLEN FIRST RESPONDER FAMILIES WITH YOUNG CHILDREN AND BY BUILDING SPECIALLY-ADAPTED SMART HOMES FOR CATASTROPHICALLY INJURED VETERANS AND FIRST RESPONDERS. 5000 WOODS HUMANE SOCIETY 875 OKLAHOMA AVE SAN LUIS OBISPO CA 93405 NO RELATION PUBLIC CHARITY TO SERVE, PROTECT AND SHELTER HOMELESS COMPANION ANIMALS AND TO PLACE ANIMALS INTO HUMANE ENVIRONMENTS. WHILE PROMOTING RESPONSIBLE PET OWNERSHIP, PROVIDE HUMANE EDUCATION, AND REDUCE ANIMAL OVERPOPULATION; AND TO CELEBRATE THE HUMAN-ANIMAL BOND. 5000 WOUNDED WARRIORS FAMILY SUPPORT 11218 JOHN GALT BLVD STE 103 OMAHA CA 68137 NO RELATION PUBLIC CHARITY TO PROVIDE SUPPORT TO THE FAMILIES OF THOSE WHO HAVE BEEN WOUNDED, INJURED OR KILLED DURING COMBAT OPERATIONS. THE FAMILIES OF OUR CASUALTIES SUFFER IN MANY WAYS: SOME PHYSICALLY, SOME PSYCHOLOGICALLY. 5000 ZOO TO YOU 2445 ADOBE RD PASO ROBLES CA 93446 NO RELATION PUBLIC CHARITY TO GIVE A WORLDWIDE VOICE TO WILDLIFE BY PROVIDING A PERMANENT, LOVING HOME FOR DISPLACED, ABUSED, ABANDONED OR PERMANENTLY INJURED WILD AND EXOTIC ANIMALS. 2500 327692 0 14 3081 14 141392 14 133 18 763165 0 907771 0 907771 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 19769 9884 0 ACCENTURE PLC 182919 475230 ALERIAN MLP ETF 185563 191080 AMAZON.COM INC 47138 237812 APOLLO GLOBAL MANAGEMENT INC 224210 261380 AUTOMATIC DATA PROCESSING INC 167454 325530 BROADCOM INC 267738 484140 CARRIER GLOBAL CORP 191077 213600 EATON CORP PLC 234811 240150 EMERSON ELECTRIC CO 244012 313373 INTERNATIONAL BUSINESS MACHINES CORP 193424 323825 MICROSOFT CORP 52937 391306 VERTIV HOLDINGS CO CL A 192499 323790 VISA INC CL A 283794 365190 APPLE INC 293536 301275 INTUITIVE SURGICAL INC 137158 138085 VERALTO CORP 139240 126288 CIENA CORP 183131 240180 CLEAN HARBORS INC 251373 226790 TETRA TECH INC 142383 104820 ISHARES MSCI GERMANY ETF 121926 125910 ISHARES GOLD TRUST 310720 372960 1033316 1023298 0 0 BANK CHARGES 14 0 0 PAYROLL SERVICE CHARGES 1894 741 0 OFFICE SUPPLIES 88 0 0 CLASS ACTION SETTLEMENT 133 133 133 BANK OVERDRAFT 166249 46506 PORTFOLIO ADVISORY FEES 27211 27211 0 PORTFOLIO MANAGEMENT FEES 3702 3702 0 PORTFOLIO MISCELLANEOUS 35 35 0 PAYROLL TAXES 7568 2959 0 TAXES AND LICENSES 100 0 0 EXCISE TAXES 6772 0 0 FOREIGN TAX WITHHOLDING 119 119 0