2019-10-17T11:45:42-05:00 2019-02-28 453729930 ONEILL & BERGADO INC 111 W ST JOHN STREET STE 1140 SAN JOSE CA 95113 990PF 2018-03-01 770538603 HELEN & JACK MCCULLOUGH FAMILY FNDN HELE 4088672712 20887 MICHAELS DR SARATOGA CA 95070 JACK MCCULLOUGH CO-PRESIDENT 4088672712 2019-08-12 1 PATRICIA O'NEILL P00171304 4082414100 2019-08-12 65.200.43.2 2019-08-12 14:16:54 PD P 2EBC6BE8CC51844CAC9E9C3846BB04F62E54E36F 2EBC6BE8CC51844CAC9E9C3846BB04F62E54E36F 2018 2020-03-31 21:24:44Z X 1686480 X X 32979 32979 142016 203845 142016 174995 174995 0 0 0 0 0 2420 0 0 0 5264 0 0 0 24 0 0 0 7708 0 0 0 81000 81000 88708 0 0 81000 86287 174995 0 1 1 8167 9458 9458 1115033 1200028 1677021 1123200 1209487 1686480 0 0 X 0 0 0 0 1123200 1209487 1123200 1209487 1123200 1209487 1123200 86287 0 1209487 0 1209487 DODGE & COX BALANCED FUND P 2019-02-22 90000 61829 28171 28171 CAPITAL GAINS DIVIDENDS P 113845 113845 113845 142016 0 64000 1677301 0.038157 68033 1342041 0.050694 69213 1368885 0.050562 67023 1469498 0.045609 68424 1404632 0.048713 0.233735 0.046747 1689237 78967 1750 80717 81000 X 1750 0 1750 0 1750 2960 0 0 2960 X 6 1204 1204 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A JACK A MCCULLOUGH JR 4088672712 20887 MICHAELS DRIVE SARATOGA CA 95070 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JACK A MCCULLOUGH 20887 MICHAELS DRIVE SARATOGA CA 95070 CO-PRESIDENT 1.00 0 0 0 JOAN JORDAN 20887 MICHAELS DRIVE SARATOGA CA 95070 CO-PRESIDENT 1.00 0 0 0 ROSSLYNNE MCCULLOUGH 20887 MICHAELS DRIVE SARATOGA CA 95070 SECRETARY 1.00 0 0 0 JERRY JORDAN 20887 MICHAELS DRIVE SARATOGA CA 95070 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 1706148 8813 0 1714961 0 0 1714961 25724 1689237 84462 84462 1750 1750 82712 0 82712 0 82712 81000 0 81000 1750 79250 82712 80681 0 0 81000 80681 0 0 319 0 0 0 0 0 0 0 0 82393 0 0 0 NA NA NA CA 95070 4088672712 NA LETTER DESCRIBING THE ORGANIZATION AND THE PURPOSE OF THE REQUEST NONE NONE FISHER HOUSE FOUNDATION 299 PARK AVENUE NEW YORK NY 10171 NONE PC UNRESTRICTED 7000 FREEDOM ALLIANCE 22570 MARKEY COURT SUITE 240 DULES VA 20166 NONE PC UNRESTRICTED 5000 KDFC RADIO POST OFFICE BOX 6375 ARTESIA CA 90702 NONE PC UNRESTRICTED 1000 LICK-WILMERDING HIGH SCHOOL 755 OCEAN AVENUE SAN FRANCISCO CA 95112 NONE PC UNRESTRICTED 26000 PROJECT INDEPENDENCE 3505 CADILLAC SUITE O-103 COSTA MESA CA 92626 NONE PC UNRESTRICTED 1000 SECOND HARVEST FOOD BANK 750 CURTNER AVENUE SAN JOSE CA 95125 NONE PC UNRESTRICTED 10000 SOUTHWEST YMCA 13500 QUITO ROAD SARATOGA CA 95070 NONE PC UNRESTRICTED 10000 SPECIAL OPERATIONS WARRIOR FOUNDATION PO BOX 13483 TAMPA FL 33690 NONE PC UNRESTRICTED 10000 TROOPSDIRECT 2400 CAMINO RAMON SUITE 105 SAN RAMON CA 94583 NONE PC UNRESTRICTED 2000 USO PO BOX 96322 WASHINGTON DC 20090 NONE PC UNRESTRICTED 5000 WILLIAM JESSUP UNIVERSITY 2121 UNIVERSITY AVENUE ROCKLIN CA 95765 NONE PC UNRESTRICTED 2000 KCOLF FOUNDATION 1724 MAPLE GROVE LANE LINCOLN CA 95648 NONE PC UNRESTRICTED 1000 SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22314 NONE PC UNRESTRICTED 1000 81000 0 14 32979 14 113845 28171 0 146824 28171 174995 8 INCOME GENERATED TO PROVIDE FUNDS FOR DONATIONS. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2420 0 0 0 15075 DODGE & COX BALANCED FUND AT COST 1200028 1677021 BANK CHARGES 24 0 0 0 FILING FEES AND TAXES 5264 0 0 0