2025-03-06T15:20:44-06:00 2024-05-31 330737981 CBIZ ADVISORS LLC 5060 CALIFORNIA AVE SUITE 800 BAKERSFIELD CA 93309 990PF 2023-06-01 880233486 WILLIAM & FLORENCE WHEELER FOUNDATION WILL 6612014119 5060 CALIFORNIA AVE 800 BAKERSFIELD CA 93309 NANCY WHEELER TRUSTEE 6612014119 2025-02-28 1 1 KEVIN S JONES P01257131 6613257500 2025-02-26 2023 2025-03-06 01:10:19Z X 6616489 X X 7647 7647 173077 172278 346560 1097802 346560 527284 526485 49000 36750 0 45000 0 0 954 477 0 21548 10774 0 29328 29328 0 24889 3834 0 2443 687 0 173162 81850 0 324641 324641 497803 81850 324641 29481 444635 2136590 113141 113141 241 702955 698440 2526363 4071262 5759676 115000 45000 45232 4778194 4932358 6616489 40844 166249 40844 166249 X 500000 500000 0 0 4237350 4266109 4737350 4766109 4778194 4932358 4737350 29481 0 4766831 722 4766109 1500 SH CROWN CASTLE INC P 2014-02-25 2023-07-20 158860 96829 62031 62031 1000 SH JPMORGAN CHASE & CO P 2023-03-10 2023-10-09 144127 131695 12432 12432 725 SH ACCENTURE PLC P 2023-03-22 2024-04-01 246553 187768 58785 58785 1300 SH DIAMONDBACK ENERGY INC P 2018-08-16 2024-04-01 259147 161778 97369 97369 675 SH JOHNSON & JOHNSON P 2020-08-19 2024-04-01 106283 102052 4231 4231 250 SH JOHNSON & JOHNSON P 2020-05-06 2024-04-01 39364 37400 1964 1964 250 SH THERMO FISHER SCIENTIFIC INC P 2015-11-05 2024-04-01 143468 33720 109748 109748 346560 6180 0 6180 0 6180 5608 0 2750 0 8358 0 2178 2178 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A NANCY L WHEELER 6612014119 5060 CALIFORNIA AVE SUITE 800 BAKERSFIELD CA 93309 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY L WHEELER 5060 CALIFORNIA AVE SUITE 800 BAKERSFIELD CA 93309 TRUSTEE 8.00 49000 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 4738749 1701058 0 6439807 0 0 6439807 96597 6343210 317161 317161 6180 6180 310981 0 310981 0 310981 324641 0 324641 310981 0 0 178 178 324641 0 0 0 310981 13660 0 0 13838 0 0 0 0 0 0 0 13838 178 13660 NANCY L WHEELER 5060 CALIFORNIA AVE SUITE 800 BAKERSFIELD CA 93309 6612014119 LETTER FORMAT N/A N/A BAKERSFIELD MUSEUM OF ART 1930 R ST BAKERSFIELD CA 93301 NO RELATION PUBLIC CHARITY TO SUPPORT MUSEUMS THAT ENGAGES, INSPIRES, AND BUILDS COMMUNITY THROUGH VISUAL ART. 5000 BASS LAKE CHAMBER OF COMMERCE PO BOX 126 BASS LAKE CA 93604 NO RELATION PUBLIC CHARITY TO ENSURE THE CONTINUED FIREWORK DISPLAY TRADITION THAT BRINGS SMILES AND CHEERS FROM YOUNG TO OLD ALIKE. 1000 BAKERSFIELD COLLEGE FOUNDATION 1801 PANORAMA DR BAKERSFIELD CA 93305 NO RELATION UNIVERSITY TO SUPPORT THE COLLEGIATE RODEO TEAM. 10000 BOY SCOUTS OF AMERICA 2417 M ST BAKERSFIELD CA 93301 NO RELATION PUBLIC CHARITY TO PREPARE YOUNG PEOPLE TO MAKE ETHICAL AND MORAL CHOICES OVER THEIR LIFETIMES BY INSTILLING IN THEM THE VALUES OF THE SCOUT OATH AND SCOUT LAW. 15000 BOYS & GIRLS CLUB OF KERN COUNTY 801 NILES ST PO BIN 5J BAKERSFIELD CA 93385 NO RELATION PUBLIC CHARITY TO HELP YOUNG PEOPLE IMPROVE SCHOLARTICALLY, DEVELOP SOCIALLY, AND PREPARE PROFESSIONALLY. 30000 CALIFORNIA 4H FOUNDATION 2801 SECOND ST DAVIS CA 95616 NO RELATION PUBLIC CHARITY TO ENGAGE YOUTH IN REACHING THEIR FULLEST POTENTIAL WHILE ADVANCING THE FIELD OF YOUTH DEVELOPMENT. 50000 CALIFORNIA REINING HORSE ASSOCIATION 37715 SPRING VALLEY RD TEMECULA CA 92592 NO RELATION PUBLIC CHARITY TO ADVANCE THE SPORT OF REINING WITH DEDICATION AND PASSION. 11500 FRONTIER AG BOOSTERS INC 6401 ALLEN RD BAKERSFIELD CA 93312 NO RELATION PUBLIC CHARITY TO SUPPORT EDUCATIONAL CENTERS. 1000 GARCES MEMORIAL HIGH SCHOOL 2800 LOMA LINDA DRIVE BAKERSFIELD CA 93305 NO RELATION SCHOOL TO HELP NURTURE STUDENTS' SPIRITUALITY, DEVELOP THEIR INTELLECT AND THEIR CHARACTER. 16450 CMSF HERITAGE FOUNDATION PO BOX 8 PASO ROBLES CA 93447 NO RELATION PUBLIC CHARITY TO PRESERVE AND ENRICH THE HERITAGE OF THE 16TH DISTRICT AGRICULTURAL ASSOCIATION AND SHOWCASE AGRICULTURAL INDUSTRIES TO THE COMMUNITY; TO OFFER SUPPORT TO THE 4-H AND FFA PROJECTS AND CREATE AGRICULTURAL EDUCATION OPPORTUNITIES; MAINTAIN A STANDARD OF EXCELLENCE IN THE FACILITIES AND CREATE CAPITAL IMPROVEMENT OPPORTUNITIES AND TO SERVE AS AN ARM OF THE CALIFORNIA MID-STATE FAIR THAT CAN ACCEPT CHARITABLE DONATIONS. 45191 HOFFMANN HOSPICE 4401 BUENA VISTA RD BAKERSFIELD CA 93311 NO RELATION PUBLIC CHARITY TO CELEBRATE THE SANCTITY OF LIFE, PROVIDE COMPASSIONATE END-OF-LIFE CARE, AND COMFORT THE GRIEVING. 20500 JACK'S HELPING HAND 710 FIERO LANE SAN LUIS OBISPO CA 93401 NO RELATION PUBLIC CHARITY TO PROVIDE COMMUNITY PROGRAMS THAT MEET THE UNIQUE CHALLENGES OF CHILDREN WITH CANCER OR SPECIAL NEEDS. 20000 JIM BURKE EDUCATION FOUNDATION 2001 OAK ST BAKERSFIELD CA 93301 NO RELATION PUBLIC CHARITY TO HELP THE YOUTH OF KERN COUNTY EXCEL THROUGH GRANTS, SCHOLARSHIPS AND CIVIC PROJECTS. 2500 KATHY'S LEGACY FOUNDATION 2111 PALOMAR AIRPORT RD SUITE 325 CARLSBAD CA 92011 NO RELATION PUBLIC CHARITY TO ASSIST CHILDREN WHOSE LIVES ARE TRAUMATICALLY ALTERED BY THE MURDER OF A PARENT DUE TO DOMESTIC VIOLENCE. 2500 MENDIBURU MAGIC FOUNDATION PO BOX 20687 BAKERSFIELD CA 93390 NO RELATION PUBLIC CHARITY TO PROVIDE SUPPORT FOR THE UNMET NEEDS OF CHILDREN AND THEIR FAMILIES THAT MAY BE FACING CANCER AND/OR OTHER CATASTROPHIC OR LIFE THREATENING ILLNESS. 30000 REDWINGS HORSE SANCTUARY 6875 UNION RD PASO ROBLES CA 93446 NO RELATION PUBLIC CHARITY TO ELIMINATE THE CAUSES OF EQUINE SUFFERING THROUGH EDUCATIONAL AND COMMUNITY OUTREACH PROGRAMS, RESCUE ABUSED, ABANDONED, AND NEGLECTED EQUINES AND PROVIDE PERMANENT SANCTUARY OR SELECTED ADOPTIVE HOMES FOR THOSE EQUINES. 7500 REFLECTIONS FOR WOMEN INC P O BOX 1557 BAKERSFIELD CA 93302 NO RELATION PUBLIC CHARITY TO INSPIRE EVERYONE TO REFLECT ON GOD'S WORD TO SLOW DOWN, SIMPLIFY, SANCTIFY AND GIVE BACK TO THE COMMUNITY. 5000 SAN DIEGO YOUTH SERVICES 3255 WING ST SAN DIEGO CA 92110 NO RELATION PUBLIC CHARITY TO EMPOWER YOUTH TO THRIVE BY MEETING THEIR BASIC NEEDS AND PROVIDING LIFELONG SKILLS FOR SELF-SUFFICIENCY AND ACHIEVING THEIR LIFE AMBITIONS. 2500 ST FRANCIS SCHOOL FOUNDATION 2516 PALM ST BAKERSFIELD CA 93304 NO RELATION PUBLIC CHARITY TO PROVIDE EXCELLENCE IN CATHOLIC EDUCATION BY PREPARING CRITICAL-THINKING, DISCIPLINED, AND ACTIVE CHRISTIAN LEADERS. 1500 SURFING FOR HOPE 1304 WOODSIDE DR SAN LUIS OBISPO CA 93401 NO RELATION PUBLIC CHARITY TO HELP PEOPLE EASE THE DIFFICULTY OF CANCER THROUGH THE HEALING POWERS OF SURFING AND THE OCEAN LIFE. 20000 THE REGENTS OF THE UNIVERSITY OF CALIF 1250 16TH ROOM 3145F SANTA MONICA CA 90404 NO RELATION UNIVERSITY TO SUPPORT THE TEACHING, RESEARCH AND PUBLIC SERVICE ACTIVITIES OF THE UC SYSTEM. 10000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NO RELATION PUBLIC CHARITY TO ASSIST AMERICA'S HEROES BY PROVIDING MORTGAGE-FREE HOMES TO GOLD STAR AND FALLEN FIRST RESPONDER FAMILIES WITH YOUNG CHILDREN AND BY BUILDING SPECIALLY-ADAPTED SMART HOMES FOR CATASTROPHICALLY INJURED VETERANS AND FIRST RESPONDERS. TO ASSIST AMERICA'S HEROES BY PROVIDING MORTGAGE-FREE HOMES TO GOLD STAR AND FALLEN FIRST RESPONDER FAMILIES WITH YOUNG CHILDREN AND BY BUILDING SPECIALLY-ADAPTED SMART HOMES FOR CATASTROPHICALLY INJURED VETERANS AND FIRST RESPONDERS.TO ASSIST AMERICA'S HEROES BY PROVIDING MORTGAGE-FREE HOMES TO GOLD STAR AND FALLEN FIRST RESPONDER FAMILIES WITH YOUNG CHILDREN AND BY BUILDING SPECIALLY-ADAPTED SMART HOMES FOR CATASTROPHICALLY INJURED VETERANS AND FIRST RESPONDERS. 5000 WESLEY HOUSE STUDENT RESIDENCE INC 5710 HARDY AVE 12 SAN DIEGO CA 92115 NO RELATION PUBLIC CHARITY TO EMPOWER QUALIFYING STUDENTS TO ACHIEVE THEIR GOALS THROUGH AFFORDABLE HOUSING AND SUPPORT SERVICES. 2500 WOODS HUMANE SOCIETY 875 OKLAHOMA AVE SAN LUIS OBISPO CA 93405 NO RELATION PUBLIC CHARITY TO SERVE, PROTECT AND SHELTER HOMELESS COMPANION ANIMALS AND TO PLACE ANIMALS INTO HUMANE ENVIRONMENTS. WHILE PROMOTING RESPONSIBLE PET OWNERSHIP, PROVIDE HUMANE EDUCATION, AND REDUCE ANIMAL OVERPOPULATION; AND TO CELEBRATE THE HUMAN-ANIMAL BOND. 2500 WOUNDED WARRIORS FAMILY SUPPORT 11218 JOHN GALT BLVD STE 103 OMAHA CA 68137 NO RELATION PUBLIC CHARITY TO PROVIDE SUPPORT TO THE FAMILIES OF THOSE WHO HAVE BEEN WOUNDED, INJURED OR KILLED DURING COMBAT OPERATIONS. THE FAMILIES OF OUR CASUALTIES SUFFER IN MANY WAYS: SOME PHYSICALLY, SOME PSYCHOLOGICALLY. 5000 ZOO TO YOU 2445 ADOBE RD PASO ROBLES CA 93446 NO RELATION PUBLIC CHARITY TO GIVE A WORLDWIDE VOICE TO WILDLIFE BY PROVIDING A PERMANENT, LOVING HOME FOR DISPLACED, ABUSED, ABANDONED OR PERMANENTLY INJURED WILD AND EXOTIC ANIMALS. 2500 324641 0 14 7647 14 173077 18 346560 0 527284 0 527284 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 21548 10774 0 ABBOTT LABORATORIES 224777 204380 ACCENTURE PLC 312414 564580 ALCON INC 92320 133695 ALERIAN MLP ETF 137925 137640 ALPHABET INC CL A 317503 517500 AMAZON.COM INC 47138 204670 APOLLO GLOBAL MANAGEMENT INC 224210 232320 AUTOMATIC DATA PROCESSING INC 167454 244920 BROADCOM INC 335333 332138 CARRIER GLOBAL CORP 110134 126380 EATON CORP PLC 313081 332850 EMERSON ELECTRIC CO 244012 294420 INTERNATIONAL BUSINESS MACHINES CORP 240842 250275 JOHNSON & JOHNSON 370518 366675 MICROSOFT CORP 74174 494420 THERMO FISHER SCIENTIFIC INC 62498 283990 VEEVA SYSTEMS INC CL A 212167 217813 VERTIV HOLDINGS CO CL A 192499 294210 VISA INC CL A 283794 272460 ZOETIS INC 108469 254340 702955 698440 0 0 NY ST MUN BD BK AGY RECOVERY ACT AT COST 45000 45232 LEGAL FEES 954 477 0 PENALTIES 722 BANK CHARGES 62 0 0 PAYROLL SERVICE CHARGES 1758 687 0 OFFICE SUPPLIES 623 0 0 BANK OVERDRAFT 38280 166249 PAYROLL CLEARING 2564 0 PORTFOLIO ADVISORY FEES 25719 25719 0 PORTFOLIO MANAGEMENT FEES 3609 3609 0 PAYROLL TAXES 7499 2932 0 TAXES AND LICENSES 175 0 0 EXCISE TAXES 16313 0 0 FOREIGN TAX WITHHOLDING 902 902 0