2025-03-04T00:03:48-06:00 2024-12-31 943045739 BURGESS & COMPANY CPAS INC 63 EAST FOURTH AVENUE SAN MATEO CA 94401 990PF 2024-01-01 237323007 OXNARD FOUNDATION OXNA 9492331873 1053 GRANVILLE DRIVE NEWPORT BEACH CA 92660 CHRISTOPHER O VEITCH PRESIDENT 9492331873 2025-02-20 1 0 ANDY LI P00360329 4157770601 2024 2025-03-06 01:10:19Z X 10563432 X X 61503 61503 236168 236168 629171 2439382 629171 2856 2856 929698 929698 56000 28000 28000 7450 3725 3725 23663 11832 11831 3396 0 0 11650 5825 5825 5354 2677 2677 107513 52059 52058 471754 471754 579267 52059 523812 350431 877639 12098 4330 4330 118530 1047939 1047939 307630 0 0 2426510 1951473 6723646 2698055 2909512 2787517 5562823 5913254 10563432 0 0 X 0 0 0 0 5562823 5913254 5562823 5913254 5562823 5913254 5562823 350431 0 5913254 0 5913254 7750 SHS HEWLETT PACKARD ENTERPRISE CO. P 1997-11-13 2024-01-02 132471 49530 82941 82941 800 SHS SVB FINL GROUP P 2009-10-01 2024-01-02 32 34445 -34413 -34413 100,000 SHS ENERGY TRANSFER 5.875% 1/15/24 P 2023-04-06 2024-01-15 100000 100367 -367 -367 300,000 SHS US TREASURY NT 2.250% 1/31/24 P 2020-01-16 2024-01-31 300000 307630 -7630 -7630 93,333.33 SHS F H L B DEB 6% 7/25/33 P 2023-07-13 2024-08-13 93333 93335 -2 -2 250,000 SHS CREDIT SUIS NY MTN 3.625% 9/9/24 P 2023-07-20 2024-09-09 250000 242748 7252 7252 250,000 SHS FFCB DEBT 5.9% 1/10/33 P 2023-01-05 2024-09-12 250000 250005 -5 -5 106,667.67 SHS F H L B DEB 6% 7/25/33 P 2023-07-13 2024-10-02 106667 106669 -2 -2 2050 SHS GILEAD SCIENCES INC. P 2017-02-23 2024-10-24 181330 176337 4993 4993 3500 SHS BP PLC SPON ADR P 1991-08-01 2024-11-18 102652 64796 37856 37856 500 SHS AMGEN INC. P 2004-05-03 2024-11-18 139192 30705 108487 108487 425 SHS MICROSOFT CORP P 2009-05-05 2024-11-18 176659 8400 168259 168259 150 SHS ALPHABET INC CL A P 2017-05-19 2024-11-18 26266 7186 19080 19080 6000 SHS ISHARES TRUST ISHARES PREFERRED ETF P 2023-01-17 2024-11-18 194965 197631 -2666 -2666 345 SHS CAPITAL ONE FINL CORP P 2006-07-20 2024-11-18 62875 25641 37234 37234 200 SHS JP MORGAN CHASE CO COM P 2003-12-22 2024-11-18 48947 7170 41777 41777 725 SHS HP, INC. P 1997-11-13 2024-11-18 27074 8008 19066 19066 400 SHS AUTOMATIC DATA PROCESSING P 2004-05-03 2024-11-18 119083 13920 105163 105163 100 SHS ECOLAB, INC. P 2008-11-25 2024-11-18 24570 3535 21035 21035 300 SHS JOHNSON & JOHNSON P 1999-05-27 2024-11-18 46434 13593 32841 32841 525 SHS SCHLUMBERGER LTD COM STK P 2003-12-22 2024-11-18 22813 14354 8459 8459 750 SHS NUTRIEN LTD. P 2013-08-02 2024-11-18 34019 54206 -20187 -20187 629171 12199 0 12199 0 12199 4480 0 0 0 4480 0 7719 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A CHRISTOPHER O VEITCH 9492331873 1053 GRANVILLE DRIVE NEWPORT BEACH CA 92660 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIE VEITCH 25225 PINE HILLS DRIVE CARMEL CA 93923 DIRECTOR 2.00 8000 0 0 LORI CALDWELL-CARR 459 LAKE ROAD LAKE MARY FL 32746 DIRECTOR 2.00 8000 0 0 GARY J MEADE 1510 GRANVILLE LANE MEMPHIS TN 38104 DIRECTOR 2.00 8000 0 0 CAROLINE O MEADE 215 SIXTEENTH STREET SW ALBEQUERQUE NM 87104 DIRECTOR 2.00 8000 0 0 CHRISTOPHER O VEITCH 1053 GRANVILLE DRIVE NEWPORT BEACH CA 92660 DIRECTOR 2.00 8000 0 0 SARAH E FRLEKIN 1053 GRANVILLE DRIVE NEWPORT BEACH CA 92660 DIRECTOR 2.00 8000 0 0 CHARLES T MEADE 1053 GRANVILLE DRIVE NEWPORT BEACH CA 92660 DIRECTOR 2.00 8000 0 0 NONE 0 NONE 0 0 10286581 8714 0 10295295 0 0 10295295 154429 10140866 507043 507043 12199 12199 494844 0 494844 0 494844 523812 0 523812 494844 0 0 11624 22631 64285 97637 196177 523812 0 0 0 494844 28968 0 0 225145 0 0 0 0 0 0 11624 213521 22631 64285 97637 28968 CHRISTOPHER O VEITCH 1053 GRANVILLE DRIVE NEWPORT BEACH CA 92660 9496444160 N/A LETTER REQUEST STATING NAME OF ORGANIZATION, PURPOSE OF GRANT AND ORGANIZATIONAL BACKGROUND. NONE CHARITABLE FIELDS: MEDICAL RESEARCH GEOGRAPHICAL AREAS: CALIFORNIA, NEW YORK, SOUTHWESTERN & SOUTHEASTERN STATES PROGRAM LIMITATIONS: NO GRANTS TO INDIVIDUALS, GENERAL SUPPORT, CAPITAL FUNDS, ENDOWMENTS, SCHOLARSHIPS OR FELLOWSHIPS, SPECIAL PROJECTS, LOANS, CONFERENCES OR PUBLICATIONS. NO ONE YEAR GRANTS; PREFERENCE GIVEN TO MULTIPLE-YEAR GRANTS. CITY OF HOPE 1055 WILSHIRE BLVD LOS ANGELES CA 90017 NONE PUBLIC CHARITY ENDOMETRIAL CANCER 50000 LUCILLE PACKARD FOUNDATION 400 HAMILTON AVENUE 310 PALO ALTO CA 94301 NONE PUBLIC CHARITY CHILD LEUKEMIA RESEARCH 72500 UNIVERSITY OF CALIFORNIA IRVINE SCHOOL OF MEDICINE IRVINE CA 92697 NONE PUBLIC CHARITY ADULT ITP BLOOD DISORDERSADULT ITP BLOOD DISORDERS 49254 UNIVERSITY OF FLORIDA DEPT OF OPHTHALMOLOGY RESEARCH GAINESVILLE FL 32611 NONE PUBLIC CHARITY MDS RESEARCH 180000 UNIVERSITY OF NEW MEXICO 1201 CAMINO DE SALUD - MSC07-4025 ALBUQUERQUE NM 87131 NONE PUBLIC CHARITY CANCER RESEARCH 60000 UNIVERSITY OF TENNESSEE 1315-1331 CIR PARK DR KNOXVILLE TN 37996 NONE PUBLIC CHARITY LUPUS FLARES RESEARCHRESEARCH 60000 471754 0 14 61503 14 236168 14 2856 18 629171 0 929698 0 929698 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7450 3725 3725 US BANK 2909512 2787517 US BANK 1951473 6723646 E & O INSURANCE 5154 2577 2577 FILING FEES 200 100 100 MISC INCOME 2856 2856 2856 BANK MGMT FEES - US BANK 1169 584 585 INVESTMENT ADVISORY FEES - VAN STRUM & TOWNE 22419 11210 11209 BANK FEE 75 38 37 BALANCE DUE 2023 - FORM 990PF 753 0 0 ESTIMATED TAXES 2024 - FORM 990PF/ES 2240 0 0 FOREIGN TAX WITHHOLD 403 0 0