2026-03-13T19:31:44-05:00 2025-12-31 943045739 BURGESS & COMPANY CPAS INC 63 EAST FOURTH AVENUE SAN MATEO CA 94401 990PF 2025-01-01 237323007 OXNARD FOUNDATION OXNA 9492331873 1053 GRANVILLE DRIVE NEWPORT BEACH CA 92660 CHRISTOPHER O VEITCH PRESIDENT 9492331873 2026-03-13 1 ANDY LI P00360329 4157770601 2025 2025-03-06 01:10:19Z X 11081379 X X 81864 81864 211484 211484 430655 2344154 430655 724003 724003 56000 28000 28000 7865 3933 3932 24808 12404 12404 17683 0 0 12852 6426 6426 6021 3010 3011 125229 53773 53773 480282 480282 605511 53773 534055 118492 670230 4330 5242 5242 1047939 278890 278890 1951473 2428723 7469223 2909512 3318891 3328024 5913254 6031746 11081379 0 0 X 0 0 0 0 5913254 6031746 5913254 6031746 5913254 6031746 5913254 118492 0 6031746 0 6031746 175 SHS AUTOMATIC DATA PROCESSING P 2004-05-03 2025-01-06 50185 6090 44095 44095 250 SHS MICROSOFT CORP P 2009-05-05 2025-01-06 106868 4941 101927 101927 90000 SHS VANGUARD HIGH YIELD CORPORATE ADM P 2020-12-09 2025-04-01 487800 537300 -49500 -49500 50 SHS MICROSOFT CORP P 2009-05-05 2025-08-04 26853 988 25865 25865 150 SHS JOHNSON & JOHNSON P 1999-05-27 2025-08-04 25476 6798 18678 18678 100 SHS ECOLAB P 2008-11-25 2025-08-04 26351 3535 22816 22816 75 SHS AMGEN INC P 2004-05-03 2025-08-04 22518 4340 18178 18178 150 SHS AUTOMATIC DATA PROCESSING P 2004-05-03 2025-08-04 45120 5220 39900 39900 3800 SHS VANGUARD SHORT TERM INFLATION ETF P 2021-11-09 2025-08-11 190847 198911 -8064 -8064 50 SHS MICROSOFT CORP P 2009-05-05 2025-08-11 26062 988 25074 25074 200 SHS JP MORGAN CHASE CO P 2003-12-22 2025-08-11 57958 7170 50788 50788 100 SHS MICROSOFT CORP P 2009-05-05 2025-08-18 51580 1976 49604 49604 100 SHS AUTOMATIC DATA PROCESSING P 2004-05-03 2025-08-18 30181 3480 26701 26701 1800 SHS VANGUARD SHORT TERM CORPORATE ETF P 2012-09-27 2025-09-04 143451 144936 -1485 -1485 50 SHS MICROSOFT CORP P 2009-05-05 2025-09-04 25316 988 24328 24328 3125 SHS VANGUARD SHORT TERM CORPORATE ETF P 2012-09-27 2025-09-17 249918 249852 66 66 1200 SHS VANGUARD SHORT TERM INFLATION ETF P 2021-11-09 2025-09-26 60678 62814 -2136 -2136 1315 SHS VANGUARD SHORT TERM CORPORATE ETF P 2014-12-09 2025-09-26 104861 105008 -147 -147 75 SHS MICROSOFT CORP P 2009-05-05 2025-09-26 38261 1482 36779 36779 85 SHS JP MORGAN CHASE CO P 2003-12-22 2025-09-26 26959 3047 23912 23912 6000 SHS VANGUARD SHORT TERM INFLATION ETF P 2016-12-30 2025-10-28 300330 310923 -10593 -10593 50 SHS MICROSOFT CORP P 2009-05-05 2025-11-26 24365 988 23377 23377 250000 SHS ORACLE CORP 5.375% 7/15/40 P 2025-09-17 2025-12-15 222210 251724 -29514 -29514 CAPITAL GAINS DIVIDENDS P 6 6 6 430655 9316 0 9316 0 9316 9500 0 0 0 9500 X 130 54 54 0 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 127 S ROACH ST APT 303 JACKSON MS 39201 DIRECTOR 2.00 8000 0 0 CAROLINE O MEADE 215 SIXTEENTH STREET SW ALBUQUERQUE 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 16681 BARUNA LN HUNTINGTON BEACH CA 92649 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 10587428 9378 0 10596806 0 0 10596806 158952 10437854 521893 521893 9316 9316 512577 0 512577 0 512577 534055 0 534055 512577 0 0 22631 64285 97637 28968 213521 534055 0 0 0 512577 21478 0 0 234999 0 0 0 0 0 0 22631 212368 64285 97637 28968 21478 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 PC ISLET CELL TRANSPLANTATION 50000 LUCILLE PACKARD FOUNDATION 400 HAMILTON AVENUE 310 PALO ALTO CA 94301 NONE PC AUTISM 75000 UNIVERSITY OF CALIFORNIA IRVINE SCHOOL OF MEDICINE IRVINE CA 92697 NONE PC NEUROLOGICAL DISORDERS 51012 UNIVERSITY OF FLORIDA DEPT OF OPHTHALMOLOGY RESEARCH GAINESVILLE FL 32611 NONE PC ALS/ANTI RAN 120000 UNIVERSITY OF NEW MEXICO 1201 CAMINO DE SALUD - MSC07-4025 ALBUQUERQUE NM 87131 NONE PC OVARIAN CANCER 50000 UNIVERSITY OF TENNESSEE 1315-1331 CIR PARK DR KNOXVILLE TN 37996 NONE PC LUPUS FLARES RESEARCH 60000 LEBONEUR CHILDREN'S HOSPITAL 850 POPLAR AVE MEMPHIS TN 38105 NONE PC PEDIATRIC GASTROINTESTINAL BIOPSIES 74270 480282 0 14 81864 14 211484 18 430655 0 724003 0 724003 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7865 3933 3932 US BANK 3318891 3328024 US BANK 2428723 7469223 E & O INSURANCE 5921 2960 2961 FILING FEES 100 50 50 BANK MGMT FEES - US BANK 1654 827 827 INVESTMENT ADVISORY FEES - VAN STRUM & TOWNE 23124 11562 11562 BANK FEE 30 15 15 BALANCE DUE 2024 - FORM 990PF 8183 0 0 ESTIMATED TAXES 2024 - FORM 990PF/ES 9500 0 0