2025-02-13T15:50:17-06:00 2024-09-30 952772601 GLENN BURDETTE INC 1150 PALM STREET SAN LUIS OBISPO CA 93401 990PF 2023-10-01 770530246 BURT E FUGATE AND ANNE L FUGATE EDUCATIONAL FOUNDATION BURT 8059226646 PO BOX 5019 SANTA MARIA CA 93456 BURT FUGATE TREASURER 8059226646 2025-01-16 1 1 MEGAN C CHESNEY CPA P01788192 8055441441 2023 2025-03-06 01:10:19Z X X 810319 X X 37 37 12774 12774 137604 199099 137604 150415 150415 0 0 0 2300 1150 1150 648 402 0 284 141 141 3232 1693 1291 30000 30000 33232 1693 31291 117183 148722 4968 27740 27740 2526 2397 2397 381527 476067 780182 389021 506204 810319 0 0 X 0 0 25000 25000 364021 481204 389021 506204 389021 506204 389021 117183 0 506204 0 506204 SCHWAB CAPITAL GAIN - DETAIL AVAILABLE UPON REQUEST P 2022-10-01 2024-09-30 199099 61495 137604 137604 137604 2067 0 2067 0 2067 240 0 0 0 240 0 1827 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A MARK C FUGATE 8059651329 2625 S MILLER ST 107 SANTA MARIA CA 93455 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK C FUGATE 2625 S MILLER ST 107 SANTA MARIA CA 93455 PRESIDENT 5.00 0 0 0 LISA DALMAU 2625 S MILLER ST 107 SANTA MARIA CA 93455 VICE PRESIDENT 5.00 0 0 0 MARK C FUGATE 2625 S MILLER ST 107 SANTA MARIA CA 93455 TREASURER 5.00 0 0 0 WENDY LAHR 2625 S MILLER ST 107 SANTA MARIA CA 93455 SECRETARY 5.00 0 0 0 NONE 0 NONE 0 0 695358 19578 0 714936 0 0 714936 10724 704212 35211 35211 2067 2067 33144 0 33144 0 33144 31291 0 31291 33144 28865 0 0 31291 28865 0 0 2426 0 0 0 0 0 0 0 0 30718 0 0 0 X ALLAN HANCOCK COMMUNITY COLLEGE FOUNDATION 800 SOUTH COLLEGE DRIVE SANTA MARIA CA 93454 N/A 501(C)(3) COLLEGE SUPPORT 15000 CAL POLY FOUNDATION 1 GRAND AVENUE SAN LUIS OBISPO CA 93405 N/A 501(C)(3) COLLEGE SUPPORT 15000 30000 0 14 37 14 12774 18 137604 0 150415 0 150415 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2300 1150 1150 MORGAN STANLEY 608 3127 ON SEMICONDUCTOR CORP 3680 3631 TARGA RES CORP 2979 3700 DEERE & CO 4194 4591 PACIFIC PREMIER BANK 7420 5032 MICRON TECHNOLOGY INC 5912 5186 CITIGROUP INC 6417 6260 KINDER MORGAN INC 4213 6627 VERTEX PHAMACEUTICALS 6606 6976 EXXON MOBIL CORP 6698 7033 ALPS ALERIAN MLP ETF 7378 7352 JPMORGAN EQUITY PREMIUM 7297 7617 UNITED RENTALS INC 6782 8097 LOGITECH INTL SA 7243 8973 INVESCO NASDAQ 100 ETF 8931 10043 SIEMENS A G 8232 10105 ALTRIA GROUP INC 10788 10208 SCHWAB US DIVIDEND 10148 10989 SPDR S&P AEROSPACE DEF 9811 11958 ENEBRIDGE INC 9607 12183 RESMED 9476 12206 BXP INC 14703 13276 HYATT HOTELS 8764 15220 BANK OF AMERICA CORP 6982 15872 BOOKFIELD CORP 7941 15945 ISHARES GLOCAL 100 ETF 15170 16857 NEXTERA ENERGY INC 13924 16906 COHEN STEER QUAL INCOME 14488 17004 MICROSOFT CORP 17249 17212 MARKEL CORP 6167 17254 GARMIN LTD 11596 17603 ANALOG DEVICES INC 7226 18414 JPMORGAN CHASE & CO 14453 21086 AMERN TOWER CORP 22828 23256 VANGUARD GROWTH ETF 21951 24956 EATON CORP PLC 12786 28172 ISHARES S&P 500 VALUE 17450 29576 SPDR S&P 500 ETF 21571 34426 BOOKING HOLDINGS INC 15495 37909 BLACKROCK INC 19602 37980 GOLDMAN SACHS 22205 49511 BERKSHIRE HATHAWAY 24428 64436 THE TRADE DESK INC 14668 85417 OFFICE EXPENSES 284 141 141 FOREIGN TAX 402 402 0 INCOME TAX 246 0 0