2021-05-03T17:25:56-07:00 2020-12-31 770287912 Fitzpatrick Enterprises 555 Chorro St Ste B San Luis Obispo CA 93405 990PF 2020-01-01 330869364 SHELLBROOK FOUNDATION SHEL 9492751320 7574 PASEO VISTA MONTEREY CA 93940 WARREN LYONS Treasurer 2021-05-03 true WARREN LYONS 999009999 PAMELA FITZPATRICK CPA P00823320 8057810688 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X X 633452 X X 20942 20942 20942 465 10377 465 21407 21407 20942 1295 1295 466 466 25 25 1786 0 1786 37450 37450 39236 0 39236 -17829 21407 20942 29971 22054 22054 143286 133374 392339 171365 171365 219059 344622 326793 633452 0 X 344622 344622 326793 344622 326793 344622 -17829 326793 326793 300 SHS BNY MELLON MIDCAP INDEX INV P 2007-06-21 2020-11-30 10377 9912 465 465 465 298 298 298 348 348 50 50 false false false false false false false false true CA true false false false false true N/A WARREN LYONS 9492751320 7574 PASEO VISTA MONTEREY CA 93940 false false false false false false false false false false false false false false false false false false false false false false CECILE LYONS 2998 JACKSON ST NO 2 SAN FRANCISCO CA 94115 President 0.25 0 WARREN LYONS 620 FIFTH STREET EAST SONOMA CA 95476 Treasurer 0.50 0 BROOKE PRINCE 315 6TH AVENUE APT 1 NEW YORK NY 10014 Secretary 0.25 0 RACHELLE LAPRADE 2834 FOREST DRIVE DES MOINES IA 50312 V. President 0.25 0 NONE NONE 0 0 0 0 0 0 0 0 0 298 298 298 298 0 39236 39236 39236 0 14128 16486 23570 29732 83916 39236 0 39236 123152 0 123152 14128 16486 23570 29732 39236 X STANFORD UNIVERSITY P O BOX 20466 STANFORD CA 94305 NONE EOF Education Enhancement 5000 YALE UNIVERSITY P O BOX 2038 NEW HAVEN CT 06521 NONE EOF Education Enhancement 2000 CALLAHAN PTA 3010 CENTER STREET DES MOINES IA 50312 NONE No Educational Enhancement 1000 PUPPY JAKE FOUNDATION PO BOX 12115 DES MOINES IA 50312 NONE EOF General Purposes 1000 AMERICAN FIELD SERVICE 120 WALL STREET NEW YORK NY 10005 NONE No General Purposes 1000 TOWN SCHOOL FOUNDATION 2750 JACKSON ST SAN FRANCISCO CA 94115 NONE EOF General Support 5000 THE MOUNTAIN SCHOOL 151 MOUNTAIN SCHOOL RD VERSHIRE VT 05079 NONE NO Education Enhancement 3000 MIDDLEBURY COLLEGE 14 OLD CHAPEL RD MIDDLEBURY VT 05753 NONE NO Education Enhancement 2500 NATIONAL WILDLIFE FOUNDATION PO BOX 1637 MERRIFIELD VA 22116 NONE EOF GENERAL PURPOSES 500 THE FAMILY FOUNDATION 588 SUTTER ST 438 SAN FRANCISCO CA 94102 NONE EOF GENERAL PURPOSES 1500 WORLD WILDLIFE FUND PO BOX 96555 WASHINGTON DC 20077 NONE EOF GENERAL PURPOSES 250 SONOMA ECOLOGY CENTER PO BOX 1486 ELDRIDGE CA 95431 NONE EOF GENERAL PURPOSES 1000 REDWOOD EMPIRE FOOD BANK 3990 BRICKWAY WAY RD SANTA ROSA CA 95403 NONE EOF GENERAL PURPOSES 4000 EQUAL JUSTICE INITIATIVE 122 COMMERCE ST MONTGOMERY AL 36104 NONE EOF GENERAL PURPOSES 100 POVERTY RACE RESEARCH ACTION 120 WALL ST NEW YORK NY 10269 NONE EOF GENERAL PURPOSES 100 FISH OF SONOMA VALLEY PO BOX 507 SONOMA CA 95476 NONE EOF GENERAL PURPOSES 2500 FOOD BANK OF IOWA PO BOX 1517 DES MOINES IA 50305 NONE EOF GENERAL PURPOSES 3000 IOWA LEGAL AID 1111 9TH ST DES MOINES IA 50314 NONE EOF GENERAL PURPOSES 1000 MENTAL WELLNESS CENTER 617 GARDEN ST SANTA BARBARA CA 93101 NONE EOF GENERAL PURPOSES 1000 CENTER FOR SUCCESSFUL AGING 228 ANAPAMU ST STE 208 SANTA BARBARA CA 93101 NONE EOF GENERAL PURPOSES 1000 TIDES FOUNDATION 1012 TORNEY AVE SAN FRANCISCO CA 94129 NONE EOF GENERAL PURPOSES 1000 37450 14 20942 465 20942 465 21407 false false false false false false false false false false Tax Preparation & Accounting 1295 0 0 1295 1019.516 Sh BNY Mellon S&P 500 (11/09/04 35000 53902 607.99 Sh BNY Mellon Mid Cap (6/22/07) 20088 20173 500 Sh Microsoft 11/10/04@12/31/11 14890 111210 338.112 Sh Dodge & Cox (8/01/04) 25100 34413 600 SH AFLAC Inc (1/25/13) 16004 26682 560 Sh Apple Inc (3/5/13) 8649 74306 400 Sh Apple Inc (1/3/17) 11527 53076 140 SH APPLE INC (3/7/13) 2116 18577 1000 Sh Ishares Select Div FD 7-9/2012 FMV 57320 96180 500 Sh SPDR Euro Stoxx 50 ETF (4/19/13) FMV 16978 20860 300 Sh SPDR Euro Stoxx 50 ETF (5/10/13) FMV 10772 12516 500 Sh Cohen & Steers Reit (1/11/05) FMV 12291 11415 200 Sh Cohen & Steers Reit (2/24/05) FMV 4988 4566 650 SH Pimco Exchange Traded FD FMV 69016 73522 FILING FEES 25 25 Franchise Tax Board 10 10 IRS 456 456