2025-09-15T10:49:09-07:00 2025-05-31 200322888 Charles A Larson 1025 N Kings Rd Unit 114 West Hollywood CA 90069 990PF 2024-06-01 953924403 Burch Family Foundation BURC 5128295316 784 Drifting Wind Run Dripping Springs TX 78620 Berkeley Burch-Martinez Trustee 2025-09-15 true true Charles Larson P00962718 3236457548 X 2024 2025-03-06 01:10:19Z X 29731700 X X 5629 5629 232501 232501 7574809 14339268 7574809 57318 7870257 7812939 79518 79518 3447 3447 79518 79518 77788 398 240271 162881 0 1110748 1110748 1351019 162881 1110748 6519238 7650058 305026 3482325 3482325 12954065 9379389 14102475 1622500 8539113 12146900 2 4 14881593 21400831 29731700 0 X 14881593 21400831 14881593 21400831 14881593 21400831 14881593 6519238 21400831 21400831 25000 SPG P 2024-06-03 3799890 1622500 2177390 2177390 10000 AVGO P 2024-12-06 1749950 312000 1437950 1437950 500 SPY P 2025-03-04 292492 197500 94992 94992 3500 MRVL P 2025-03-11 230993 334959 -103966 -103966 1500 SPY P 2025-04-09 752991 592500 160491 160491 20000 AVGO P 2025-04-11 3519899 624000 2895899 2895899 6000 CAT P 2025-04-11 1769950 2102500 -332550 -332550 20000 Nvidia P 2025-04-11 2179944 936000 1243944 1243944 500 VRT P 2025-04-23 43159 42500 659 659 7574809 7574809 106336 106336 106336 40000 40000 66336 0 false false false false false false false true true true false false false false true N/A Berkeley Burch-Martinez 5128295316 784 Drifting Wind Run Dripping Springs TX 78620 false false false false false false false false false false false false false false false false false false false false false false Cameron Moreno-Burch 1900 S Eads St Unit 1-809 Arlington VA 22202 Trustee 4.00 26458 Berkeley Burch Martinez 784 Drifting Wind Run Dripping Springs TX 78620 Trustee 4.00 53060 NONE Cameron Moreno-Burch 1900 S Eads St Unit 1-809 Arlington VA 22202 Investment Advice 79518 27281572 2335759 0 29617331 0 29617331 444260 29173071 1458654 1458654 106336 106336 1352318 1352318 1352318 1110748 1110748 1352318 1067564 1110748 1067564 0 43184 1309134 Burch Family Foundation 784 Drifting Wind Run Dripping Springs TX 78620 5128295316 N/A As long as application is in writing, no specific form of application or supporting material is required. No fixed deadlines. No restrictions or limitations by geographical areas, charitable fields or other factors, preference given to educational institutions. AG Bell 3417 Volta Place NW Washington DC 20007 None Unrestricted 40000 DonorsChooseOrg 213 West 35th St 2nd Fl New York NY 10001 None Unrestricted 509748 Washington University One Brookings Drive St Louis MO 63130 None Unrestricted 55000 Southwestern Univeristy 1001 E Univesity Ave Georgetown TX 78626 None Unrestricted 1000 St Margarets Episcopal School 31641 La Novia San Juan Capistrano CA 92675 None Unrestricted 25000 Davidson College 405 N Main St Davidson NC 28035 None Unrestricted 10000 Project Victory Ukraine 2412 N Viking Loop Post Falls ID 83854 None Unrestricted 460000 Kukio Ho'omana Fund PO Box 5380 KailuaKona HI 96745 None Unrestricted 10000 1110748 14 5629 14 232501 18 7574809 IRS Refund 14 57318 7870257 7870257 false false false false false false false false false false Cameron Moreno-Burch The contractor is an experienced professional investment adviser, and the fee charged is significantly less than the standard in the industry. Stocks at Charles Schwab 9379389 14102475 Exchange Traded Funds at Schwab AT COST 8539113 12146900 REIT FMV Law Offices of Charles A. Larson 3447 3447 0 0 Rounding 2 4 IRS Refund 57318 Investment Management Fee 79518 79518 0 0 Foreign Tax Witheld 398 398 Internal Revenue Service 77390