2026-08-25T15:37:54-05:00 2025-12-31 952772601 GLENN BURDETTE 1150 PALM STREET SAN LUIS OBISPO CA 93401 990PF 2025-01-01 208775647 MARK AND DOROTHY SMITH FAMILY FOUNDATION MARK 8059286628 2011-J S BROADWAY SANTA MARIA CA 93454 CRAIG SMITH DIRECTOR 8059286628 2026-08-12 1 MEGAN C CHESNEY CPA P01788192 8055441441 2025 2025-03-06 01:10:19Z X 14629700 X 0 X 14 14 365233 363726 506270 8218788 506270 877 877 872394 870887 0 0 0 6000 6000 0 151373 151373 0 29262 12488 0 186635 169861 0 850000 850000 1036635 169861 850000 -164241 701026 177182 205887 205887 659006 657493 657493 12810582 13495007 13495007 199049 271313 271313 13845819 14629700 14629700 0 0 X 13845819 14629700 13845819 14629700 13845819 14629700 13845819 -164241 948122 14629700 0 14629700 PUBLICLY TRADED SECURITIES P 2023-01-01 2025-12-31 8217131 7712518 504613 504613 CAPITAL GAINS DIVIDENDS P 1657 1657 1657 506270 9744 0 9744 0 9744 11565 0 5000 0 16565 0 6821 6821 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A THE FOUNDATION 8059286628 2011-J S BROADWAY SANTA MARIA CA 93454 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CRAIG SMITH 2011-J S BROADWAY SANTA MARIA CA 93454 DIRECTOR 0.50 0 0 0 CAMERON SMITH 2011-J S BROADWAY SANTA MARIA CA 93454 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 13765929 191535 0 13957464 0 0 13957464 209362 13748102 687405 687405 9744 9744 677661 0 677661 0 677661 850000 0 850000 677661 0 0 127069 127069 850000 0 0 0 677661 172339 0 0 299408 0 0 0 0 0 0 0 299408 127069 172339 CRAIG SMITH CAMERON SMITH MARK AND DORTHY SMITH FOUNDATION 2011 J SOUTH BROADWAY SANTA MARIA CA 93454 8059286628 WRITTEN-LETTER FORM OPEN LOCAL-CHARITABLE OR EDUCATIONAL ALANO CLUB OF SANTA BARBARA 235 E COTA STREET SANTA BARBARA CA 93101 NONE PC SUPPORT 10000 ALZHEIMER'S ASSOCIATION OF THE CENTRAL COAST 1528 CHAPALA STREET SUITE 7-115 SANTA BARBARA CA 93101 NONE PC SUPPORT 30000 ANGEL'S FOSTER CARE 3905 STATE STREET SUITE 7-115 SANTA BARBARA CA 93105 NONE PC SUPPORT 20000 BOYS & GIRLS CLUB 901 N RAILROAD SANTA MARIA CA 93458 NONE PC SUPPORT 25000 CARE 4 PAWS PO BOX 60524 SANTA BARBARA CA 93160 NONE PC SUPPORT 10000 CALIFORNIA CENTRAL COAST COPS N KIDS PO BOX 1750 PASO ROBLES CA 93447 NONE PC SUPPORT 15000 CALM 210 E ENOS DR STE A SANTA MARIA CA 93454 NONE PC SUPPORT 30000 CAPTIVE HEARTS 882 WEST GRAND AVENUE GROVER BEACH CA 93433 NONE PC SUPPORT 8000 CASA 2125 S BROADWAY SUITE 106 SANTA MARIA CA 93454 NONE PC SUPPORT 30000 CENTRAL COAST JUNIOR GOLF 1933 CLIFF DRIVE STE 25 SANTA BARBARA CA 93109 NONE PC SUPPORT 15000 CENTRAL COAST RESCUE MISSION PO BOX 6467 SANTA MARIA CA 93456 NONE PC SUPPORT 25000 COMMUNITY PARTNERS IN CARING 120 EAST JONES ST 123 SANTA MARIA CA 93454 NONE PC SUPPORT 20000 COUNCIL ON ALCOHOLISM & DRUG ABUSE PO BOX 28 SANTA BARBARA CA 93102 NONE PC SUPPORT 20000 CREATIVE NETWORK 350 COOPER ROAD SANTA BARBARA CA 93109 NONE PC SUPPORT 10000 DANA ADOBE & CULTURAL CENTER 671 S OAKGLEN AVENUE NIPOMO CA 93444 NONE PC SUPPORT 8000 DOMESTIC VIOLENCE SOLUTIONS 411 E CANON PERDIDO SUITE 12 SANTA BARBARA CA 93101 NONE PC SUPPORT 20000 FAMILY SERVICE AGENCY 105 N LINCOLN SANTA MARIA CA 93458 NONE PC SUPPORT 15000 FEED THE VALLEY 1111 CHAPALA ST SANTA BARBARA CA 93101 NONE PC SUPPORT 10000 FOODBANK SB COUNTY 4554 HOLLISTER AVE SANTA BARBARA CA 93110 NONE PC SUPPORT 80000 GATEWAY EDUCATION SERVICE 185 S PATTERSON STE E GOLETA CA 93117 NONE PC SUPPORT 10000 GIRL'S INC 120 WALL STREET 18TH FLOOR NEW YORK NY 10005 NONE PC SUPPORT 5000 GUADALUPE-NIPOMO DUNES 1065 GUADALUPE STREET GUADALUPE CA 93434 NONE PC SUPPORT 5000 HEALING JUSTICE 1111 CHAPALA ST 200 SANTA BARBARA CA 93101 NONE PC SUPPORT 10000 HEARTS ALIGNED PO BOX 901 GOLETA CA 93116 NONE PC SUPPORT 25000 HILLSIDE HOUSE 1235 VERONICA SPRINGS ROAD SANTA BARBARA CA 93105 NONE PC SUPPORT 22000 HOSPICE OF SANTA BARBARA 2050 ALAMEDA PADRE SERRA 100 SANTA BARBARA CA 93103 NONE PC SUPPORT 15000 LOMPOC TEEN CENTER PO BOX 521 LOMPOC CA 93436 NONE PC SUPPORT 5000 LOS PADRES COUNCIL BOY SCOUTS OF AMERICA 4000 MODOC ROAD 4 SANTA BARBARA CA 93110 NONE PC SUPPORT 10000 MAKE-A-WISH CENTRAL COAST 4001 MISSION OAKS BLVD SUITE F CAMARILLO CA 93012 NONE PC SUPPORT 15000 MARIAN REGIONAL MED CTR (CSU) 1400 EAST CHURCH ST SANTA MARIA CA 93454 NONE PC SUPPORT 70000 NATURETRAK FOUNDATION PO BOX 953 LOS OLIVOS CA 93441 NONE PC SUPPORT 10000 NEW BEGINNINGS COUNSELING CENTER SB 324 E CARRILLO ST STE C SANTA BARBARA CA 93101 NONE PC SUPPORT 25000 NEW HOUSE SANTA BARBARA 2434 BATH STREET SANTA BARBARA CA 93105 NONE PC SUPPORT 15000 OASIS PO BOX 2637 ORCUTT CA 93457 NONE PC SUPPORT 25000 PACIFIC PRIDE FOUNDATION 608 ANACAPA ST STE A SANTA BARBARA CA 93101 NONE PC SUPPORT 7500 PARTNERS IN HOUSING SOLUTIONS 210 E CLARK AVENUE STE B SANTA MARIA CA 93455 NONE PC SUPPORT 10000 SALVATION ARMY 16941 KEEGAN AVE CARSON CA 90746 NONE PC SUPPORT 30000 SANTA BARBARA HUMANE 5399 OVERPASS RD SANTA BARBARA CA 93111 NONE PC SUPPORT 15000 SANTA MARIA PHILHARMONIC SOCIETY PO BOX 375 SANTA MARIA CA 93456 NONE PC SUPPORT 8500 SANTA MARIA POLICE OFFICER ASSOCIATION PO BOX 6388 SANTA MARIA CA 93456 NONE PC SUPPORT 2500 SCHOLARSHIP FUND OF SANTA BARBARA 2253 LAS POSITAS ROAD SANTA BARBARA CA 93105 NONE PC SUPPORT 6000 TEDDY BEAR CANCER FOUNDATION 3892 STATE ST 220 SANTA BARBARA CA 93105 NONE PC SUPPORT 12500 UNIFY 58 WEST PORTAL AVENUE 583 SAN FRANCISCO CA 94127 NONE PC SUPPORT 10000 UNITED BOYS & GIRLS CLUB SB COUNTY PO BOX 1485 SANTA BARBARA CA 93102 NONE PC SUPPORT 7500 VEGGIE RESCUE PO BOX 1651 SANTA YNEZ CA 93460 NONE PC SUPPORT 15000 WILDERNESS YOUTH PROJECT 5386 HOLLISTER AVE STE D SANTA BARBARA CA 93111 NONE PC SUPPORT 5000 WOUNDED WARRIOR PROJECT PO BOX 758533 TOPAKA KS 66675 NONE PC SUPPORT 27500 YMCA OF SANTA MARIA VALLEY 3400 SKYWAY DRIVE SANTA MARIA CA 93455 NONE PC SUPPORT 25000 850000 0 14 14 365233 14 877 18 506270 0 872380 14 872394 1 NA 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6000 6000 0 PUBLICLY TRADED SECURITIES HELD WITH MORGAN STANLEY - DETAIL AVAILABLE 271313 271313 PUBLICLY TRADED SECURITIES HELD WITH MORGAN STANLEY - DETAIL AVAILABLE 13495007 13495007 657493 657493 0 0 OTHER INVESTMENT INCOME 877 877 877 NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS 948122 INVESTMENT ADVISOR FEES 151373 151373 0 FOREIGN TAXES PAID 12488 12488 0 TAXES AND FEES 200 0 0 INCOME TAXES 16574 0 0