2026-02-10T11:55:14-06:00 2025-09-30 952772601 GLENN BURDETTE 1150 PALM STREET SAN LUIS OBISPO CA 93401 990PF 2024-10-01 770530246 BURT E FUGATE AND ANNE L FUGATE EDUCATIONAL FOUNDATION BURT 8059226646 PO BOX 5019 SANTA MARIA CA 93456 BURT FUGATE TREASURER 8059226646 2026-01-28 1 1 MEGAN C CHESNEY CPA P01788192 8055441441 2024 2025-03-06 01:10:19Z X 918448 X X 11 11 16768 16768 108697 223913 108697 125476 125476 0 0 0 2350 1175 1175 4261 354 0 158 79 79 6769 1608 1254 31000 31000 37769 1608 32254 87707 123868 27740 1953 1953 2397 28769 28769 476067 563189 887726 506204 593911 918448 0 0 X 0 0 25000 25000 481204 568911 506204 593911 506204 593911 506204 87707 0 593911 0 593911 SCHWAB CAPITAL GAIN - DETAIL AVAILABLE UPON REQUEST P 2023-10-01 2024-09-30 223913 115216 108697 108697 108697 1722 0 1722 0 1722 2080 0 0 0 2080 X 0 358 358 0 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 801486 53767 0 855253 0 0 855253 12829 842424 42121 42121 1722 1722 40399 0 40399 0 40399 32254 0 32254 40399 30718 0 0 32254 30718 0 0 1536 0 0 0 0 0 0 0 0 38863 0 0 0 X ALLAN HANCOCK COMMUNITY COLLEGE FOUNDATION 800 SOUTH COLLEGE DRIVE SANTA MARIA CA 93454 N/A 501(C)(3) COLLEGE SUPPORT 15500 CAL POLY FOUNDATION 1 GRAND AVENUE SAN LUIS OBISPO CA 93405 N/A 501(C)(3) COLLEGE SUPPORT 15500 31000 0 14 11 14 16768 18 108697 0 125476 0 125476 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2350 1175 1175 DEERE & CO 7228 7773 MICRON TECHNOLOGY INC 5912 8366 CITIGROUP INC 6417 10150 KINDER MORGAN INC 7121 11324 VERTEX PHAMACEUTICALS 6606 5875 EXXON MOBIL CORP 6698 6765 ALPS ALERIAN MLP ETF 10284 10137 JPMORGAN EQUITY PREMIUM 7297 7308 UNITED RENTALS INC 6782 9547 LOGITECH INTL SA 7243 10968 INVESCO NASDAQ 100 ETF 14140 18534 SIEMENS A G 8232 13501 ALTRIA GROUP INC 10787 13212 SPDR S&P AEROSPACE DEF 18777 27490 ENEBRIDGE INC 9606 15138 RESMED 9477 13687 BXP INC 14649 12266 HYATT HOTELS 8764 14193 BANK OF AMERICA CORP 6216 18057 BOOKFIELD CORP 7941 20574 ISHARES GLOCAL 100 ETF 18119 24000 NEXTERA ENERGY INC 13924 15098 COHEN STEER QUAL INCOME 14488 14964 MICROSOFT CORP 17249 20718 GARMIN LTD 11596 24622 ANALOG DEVICES INC 7226 19656 JPMORGAN CHASE & CO 14453 31543 AMERN TOWER CORP 17121 14424 VANGUARD GROWTH ETF 33051 44124 EATON CORP PLC 8999 20584 ISHARES S&P 500 VALUE 17450 30977 SPDR S&P 500 ETF 30677 49964 BOOKING HOLDINGS INC 8609 26996 BLACKROCK INC 17762 40805 GOLDMAN SACHS 17764 63708 BERKSHIRE HATHAWAY 22240 62843 DICKS SPORTING GOODS 6293 7777 NVIDIA CORP 7386 12128 REDDIT 7552 11500 MORGAN STANLEY DIRECT LE 7914 6432 STRYKER CORP 7483 7393 WALMART INC 8445 10306 JPMORGAN INCOME EFT 8568 8586 RANGE NUCLEAR 7620 11382 VANGUARD DIVIDEND 6294 6474 VANGUARD INFORMATION 17357 18666 AGNC INVT CORP 9315 9790 ANNALY CAP MGMT INC 18057 17401 OFFICE EXPENSES 158 79 79 FOREIGN TAX 354 354 0 INCOME TAX 3907 0 0