2024-04-19T16:26:16-05:00 2023-07-31 410746749 CLIFTONLARSONALLEN LLP 26515 CARMEL RANCHO BLVD SUITE 100 CARMEL CA 93923 990PF 2022-08-01 770356496 BUSCH FAMILY FOUNDATION BUSC 8319157289 PO BOX 221818 CARMEL CA 93922 RALPH B BUSCH III PRESIDENT 8319157289 2024-03-22 1 RALPH BUSCH III 999009999 0 ROBERT LEE P01000223 8316245333 2024-03-22 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1699191 X 1000 X 70455 70455 -3777 81592 0 2223 1994 0 69901 72449 0 0 0 0 0 8100 4050 0 4050 12673 12673 0 0 829 0 0 0 340 0 0 340 21942 16723 0 4390 88000 88000 109942 16723 0 92390 -40041 55726 0 3792 9864 9864 9489 7536 7536 613249 574012 865465 905493 898511 816071 255 255 255 1532278 1490178 1699191 0 0 X 0 0 0 0 1532278 1490178 1532278 1490178 1532278 1490178 1532278 -40041 0 1492237 2059 1490178 PUBLICLY TRADED SECURITIES 78939 85369 -6430 -6430 CAPITAL GAINS DIVIDENDS P 2653 2653 2653 -3777 0 775 0 775 0 775 600 0 0 0 600 11 186 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A MICHAEL GREEN ASSOCIATES 8319157289 PO BOX 221818 CARMEL CA 93922 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RALPH B BUSCH III 93 CORRAL DE TIERRA TERRACE SALINAS CA 939089146 PRESIDENT 1.00 0 0 0 GREGORY J BUSCH 93 CORRAL DE TIERRA TERRACE SALINAS CA 939089146 VICE PRESIDENT 1.00 0 0 0 FRANK B BUSCH 150 SAN BENANCIO RD SALINAS CA 939089146 VICE PRESIDENT 1.00 0 0 0 PETER S BUSCH 93 CORRAL DE TIERRA TERRACE SALINAS CA 939089146 CFO 1.00 0 0 0 ELLYN D BUSCH ESSIG 93 CORRAL DE TIERRA TERRACE SALINAS CA 939089146 SECRETARY 1.00 0 0 0 JEFFREY D BUSCH 93 CORRAL DE TIERRA TERRACE SALINAS CA 939089146 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1700213 51278 0 1751491 0 0 1751491 26272 1725219 86261 86261 775 775 85486 0 85486 0 85486 92390 0 92390 85486 86351 0 0 92390 86351 0 0 6039 0 0 0 0 0 0 0 0 79447 0 0 0 RALPH B BUSCH III RALPH B BUSCH III PO BOX 221818 CARMEL CA 93922 8319157289 LETTER NO DEADLINE NO RESTRICTIONS OR LIMITATIONS ON AWARDS. COMMUNITY MEMORIAL HEALTH SYSTEM 2674 EAST MAIN STREET STE E 210 VENTURA CA 93003 N/A PC GENERAL OPERATIONS 5000 LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION 1996 EASTMAN AVENUE SUITE 101 VENTURA CA 93003 N/A PC GENERAL OPERATIONS 4500 MUSEUM OF VENTURA COUNTY 100 E MAIN STREET VENTURA CA 93001 N/A PC GENERAL OPERATIONS 2500 SANTA BARBARA RESCUE MISSION 535 E YANONALI ST SANTA BARBARA CA 93103 N/A PC GENERAL OPERATIONS 10000 ST RAPHAEL CHURCH 5444 HOLLISTER AVE SANTA BARBARA CA 93111 N/A PC GENERAL OPERATIONS 4500 POLLINATOR PARTNERSHIP 600 MONTGOMERY ST STE 440 SAN FRANCISCO CA 94111 N/A PC GENERAL OPERATIONS 2000 PALMA SCHOOL FOUNDATION 1418 S MAIN STREET STE 203 SALINAS CA 93908 N/A PC GENERAL OPERATIONS 40000 SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS OF MONTEREY COUNTY PO BOX 3058 MONTEREY CA 93942 N/A PC GENERAL OPERATIONS 2500 ST BONAVENTURE HIGH SCHOOL 3167 TELEGRAPH ROAD VENTURA CA 93003 N/A PC GENERAL OPERATIONS 14500 VENTURA COUNTY FAMILY JUSTICE CENTER 3170 LOMA VISTA RD VENTURA CA 93003 N/A PC GENERAL OPERATIONS 2500 88000 0 14 70455 18 -3777 STOCK SETTLEMENTS 01 1994 EXCISE TAX REFUND 01 229 0 68901 0 68901 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 2100 1050 0 1050 BOOKKEEPING 6000 3000 0 3000 600 DUKE ENERGY CORP NEW COM 32269 56172 600 PAYCHEX INC COM 24356 75282 800 XCEL ENERGY INC COM 22238 50184 1000 COCA COLA 43421 61930 150 LOCKHEED MARTIN CORP 40458 66956 500 PROCTOR & GAMBLE CO 38655 78150 500 MID-AMER APT CMNTYS INC COM 38357 74830 400 CROWN CASTLE INTL CORP 39681 43316 1000 GENERAL MILLS 44456 74740 600 MERCK 34712 63990 1500 PFIZER INC 53087 54090 500 PRUDENTIAL FINANCIAL 50379 48245 1500 BP PLC SPONS ADR 55440 55950 1000 SHELL PLC ADR CL A 56503 61630 12895.644 FIDELITY ADVISORY INCOME AT COST 157819 143657 20467.490 LORD ABBETT BOND DEBENTURE AT COST 163550 142044 14947.355 MORGAN STANLEY INSTL AT COST 162666 142000 13765.458 PIMCO FDS INCOME FD INSTL CL AT COST 163024 144262 823.381 BLACKROCK HEALTH SCIENCES OPP AT COST 64477 57554 3935.836 COLUMBIA FUNDS TR MID CAP INDEX AT COST 66960 57109 505.726 COLUMBIA SELIGMAN TECH & INFO AT COST 65933 65041 149.416 VANGUARD INDEX 500 ADMIRAL SHS AT COST 54082 64404 ORGANIZATIONAL COSTS 255 255 255 COST ADJUSTMENT TO EQUITIES 2059 OFFICE EXPENSE 273 0 0 273 STATE FILING FEE 50 0 0 50 BANK CHARGES 17 0 0 17 STOCK SETTLEMENTS 1994 1994 0 EXCISE TAX REFUND 229 0 INVESTMENT MANAGEMENT FEES 12673 12673 0 0 EXCISE TAXES ESTIMATE 600 0 0 0 EXCISE TAX 229 0 0 0