2026-08-20T12:41:19-05:00 2026-06-30 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990PF 2025-07-01 954419555 THE B & B FOUNDATION B&BF 8059698577 PO BOX 50802 SANTA BARBARA CA 93150 ELIZABETH H GEIGER CHAIRMAN 8059698577 2026-08-19 1 KATHERINE NEIL P01239239 9498529433 2026-08-19 2025 2025-03-06 01:10:19Z X 3430839 X X 137 137 61390 61390 1026 326694 1026 62553 62553 0 0 0 3500 0 3500 11983 11983 0 4202 0 0 687 0 687 20372 11983 4187 158000 158000 178372 11983 162187 -115819 50570 279590 281868 281868 86560 86560 88215 969201 843489 2643453 396755 404499 416677 755 626 626 1732861 1617042 3430839 0 0 X 0 0 0 0 1732861 1617042 1732861 1617042 1732861 1617042 1732861 -115819 0 1617042 0 1617042 PUBLICLY TRADED SECURITIES 73161 97604 -24443 -24443 PUBLICLY TRADED SECURITIES 253533 228064 25469 25469 1026 703 0 703 0 703 3240 0 0 0 3240 0 2537 2537 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A GEIGER FAMILY OFFICE 8059698577 PO BOX 50802 SANTA BARBARA CA 93150 0 0 0 0 0 0 0 0 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MORGAN CHASE & CO 30927 106382 MASTERCARD INC 13323 92448 MICROSOFT CORP 8357 130557 MORGAN STANLEY CO 28243 137966 NVIDIA CORP 36345 234105 TEXAS INSTRUMENTS INC COM 9000 49182 THERMO FISHER SCIENTIFIC INC 16053 60163 TRUST FOR ADVISED PORTFOLIOS INFINITY Q DIV 30631 202 UNITEDHEALTH GROUP INC 5580 33250 WILLIAMS COS INC 30204 95899 MFC WISDOM TREE TRUST 100444 154112 ARES CAP CORP COM 12489 11637 UBER TECHNOLOGIES INC 31144 32472 MFC INVESTCO EXCHNAGE S&P 500 41868 51065 AMPHENOL CORP 36868 44080 COMFORT SYS USA INC COM 30314 79278 MFC WORLD GOLD TRUST SPDR 67291 65522 86560 88215 0 0 ACCRUED DIVIDEND 755 626 626 INSURANCE 592 0 592 REGISTRY OF CHARITABLE TRUSTEE 75 0 75 SECRETARY OF STATE FILING FEE 20 0 20 MANAGEMENT FEES- EVERCORE 10098 10098 0 MANAGEMENT FEES- NORTHERN 455 455 0 MANAGEMENT FEES- CUSTODY FEES 1430 1430 0 EXCISE TAX 4202 0 0