2024-05-10T14:43:22-05:00 2023-12-31 330221239 THE BUSCH FIRM 2532 DUPONT DRIVE IRVINE CA 92612 990PF 2023-01-01 880457461 ORTIZ FAMILY FOUNDATION C/O PATRICK A ORTIZ ORTI 9497531414 1000 EAST WILLIAM STREET 204 CARSON CITY NV 89701 PATRICK ORTIZ PRESIDENT 9497531414 2024-05-10 1 PATRICK ORTIZ XXX-XX-XXXX 1 GREGORY BUSCH P00156481 9494747368 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 232864 X 0 X 25 25 4737 4737 214 300859 214 4976 4976 0 0 0 34 34 0 3978 2154 1824 4012 2188 1824 18000 18000 22012 2188 19824 -17036 2788 35166 19919 19919 193357 191568 212945 228523 211487 232864 0 0 X 228523 211487 228523 211487 228523 211487 228523 -17036 0 211487 0 211487 CAPITAL GAIN DISTRIBUTION - CHARLES SCHWAB (#8141-2072) P 2023-01-01 2023-12-31 4 4 4 LTCG - TD AMERITRADE (#XXX-XX-XXXX)-DETAIL AVAILABLE UPON REQUEST P 2022-01-01 2023-12-31 214319 208918 5401 5401 LTCL - CHARLES SCHWAB (#8141-2072)-DETAIL AVAILABLE UPON REQUEST P 2022-01-01 2023-12-31 86536 91727 -5191 -5191 214 39 0 39 0 39 0 0 0 0 0 0 39 0 0 0 0 0 0 0 0 0 0 0 1 NV 0 0 0 0 0 1 NONE PATRICK ORTIZ 9497531414 6 CUSHING WAY STE 200 IRVINE CA 92618 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATRICK A ORTIZ 6 CUSHING WAY STE 200 IRVINE CA 92618 DIRECTOR/PRES/TREASURER 2.00 0 0 0 JILL K ORTIZ 6 CUSHING WAY STE 200 IRVINE CA 92618 DIRECTOR/SECRETARY 2.00 0 0 0 MICHELLE O NAVARRO 6 CUSHING WAY STE 200 IRVINE CA 92618 DIRECTOR 1.00 0 0 0 JEFF P ORTIZ 6 CUSHING WAY STE 200 IRVINE CA 92618 DIRECTOR 1.00 0 0 0 LEIGH N ORTIZ 6 CUSHING WAY STE 200 IRVINE CA 92618 DIRECTOR 1.00 0 0 0 MICAH P NAVARRO 6 CUSHING WAY STE 200 IRVINE CA 92618 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 DONATIONS TO CATHOLIC CHARITIES IS TO HELP WITH THE GENERAL EDUCATIONAL NEEDS. 18000 0 204236 20811 0 225047 0 0 225047 3376 221671 11084 11084 39 39 11045 0 11045 0 11045 19824 0 19824 11045 0 0 7417 9498 58178 14211 89304 19824 0 0 0 11045 8779 0 0 98083 0 0 0 0 0 0 0 98083 7417 9498 58178 14211 8779 PATRICK A ORTIZ JILL K ORTIZ X SAN FRANCISCO SOLANO CATHOLIC CHURCH 22082 ANTONIO PARKWAY RANCHO SANTA MARGARITA CA 92688 NONE PUBLIC GENERAL SUPPORT 5000 SANTA MARGARITA EAGLE FOUNDATION 22062 ANTONIO PARKWAY RANCHO SANTA MARGARITA CA 92688 NONE PUBLIC GENERAL SUPPORT 8000 GLOBAL LYME ALLIANCE PO BOX 81358 WEBURN MA 01813 GENERAL SUPPORT 5000 18000 0 14 25 14 4737 18 214 0 4976 0 4976 0 0 0 0 0 0 0 0 0 0 THERE IS NO REQUIREMENT IN NEVADA TO FURNISH THE IRS FORM 990-PF TO THE NEVADA ATTORNEY GENERAL (OR ITS DESIGNATE). CHARLES SCHWAB- PUBLICALLY TRADED SECURITIES 191568 212945 RESIDENT AGENT FEES - NEVADA 99 0 99 MANAGEMENT FEE 2154 2154 0 ACCOUNTING EXPENSE 1725 0 1725 FEDERAL EXCISE TAX 34 34 0