2018-05-28T17:27:24-05:00 2017-12-31 330221239 THE BUSCH FIRM 2532 DUPONT DRIVE IRVINE CA 92612 990PF 2017-01-01 880457461 ORTIZ FAMILY FOUNDATION C/O PATRICK A ORTIZ ORTI 9497531414 1000 EAST WILLIAM STREET NO 204 CARSON CITY NV 89701 PATRICK ORTIZ PRESIDENT 9497531414 2018-05-28 1 GREGORY BUSCH P00156481 9494747368 2017 2022-09-23 18:48:47Z X 112536 X 70000 1 1 1208 1208 2287 69825 2287 537 537 74033 4033 0 0 0 14 14 0 572 425 147 586 439 147 16000 16000 16586 439 16147 57447 3594 5088 112536 112536 50001 0 0 55089 112536 112536 0 0 X 55089 112536 55089 112536 55089 112536 55089 57447 0 112536 0 112536 193.423 SHS - OAKMARK FDS OAKMARK FD P 2001-01-01 2017-12-28 16350 16000 350 350 453.001 SHS - OAKMARK FDS OAKMARK FD P 2017-11-16 2017-12-28 7803 8000 -197 -197 756.303 SHS - HIGHLAND TOTAL RETURN Y P 2016-12-16 2017-12-28 18076 17314 762 762 121.254 SHS - HIGHLAND TOTAL RETURN Y P 2017-07-24 2017-11-16 2810 3000 -190 -190 1,014.654 SHS - HIGHLAND TOTAL RETURN Y P 2001-01-01 2017-12-28 23510 23224 286 286 CAPITAL GAINS DIVIDENDS P 1276 1276 1276 2287 0 18034 54534 0.330693 7624 51951 0.146754 10889 60199 0.180883 10124 72618 0.139414 13402 81891 0.163657 0.961401 0.192280 60069 11550 36 11586 16147 X 36 0 36 0 36 0 0 0 0 0 36 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 PATRICK ORTIZ 6 CUSHING WAY STE 200 IRVINE CA 92618 DIRECTOR/PRES/TREASURER 2.00 0 0 0 JILL ORTIZ 6 CUSHING WAY STE 200 IRVINE CA 92618 DIRECTOR/SECRETARY 2.00 0 0 0 MICHELLE ORTIZ 6 CUSHING WAY STE 200 IRVINE CA 92618 DIRECTOR 1.00 0 0 0 JEFF ORTIZ 6 CUSHING WAY STE 200 IRVINE CA 92618 DIRECTOR 1.00 0 0 0 LEIGH ORTIZ 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. 12500 0 44753 16231 0 60984 0 0 60984 915 60069 3003 X 16147 0 16147 36 16111 X 0 0 0 0 0 0 0 0 0 0 16147 18034 7624 10889 52694 0 0 0 0 0 16147 18034 7624 10889 52694 48121 55746 103867 48121 55746 103867 0 0 0 0 0 PATRICK ORTIZ JILL ORTIZ X ST NORBERT CATHOLIC SCHOOL 300 EAST TAFT AVE ORANGE CA 92865 NONE PUBLIC GENERAL SUPPORT 2500 GRACE SCIENCE FOUNDATION PO BOX 114 MENLO PARK CA 94026 NONE PUBLIC GENERAL SUPPORT 1000 MARY MISSION INCORPORATED 3270 BETHANY LOOP BISMARCK ND 58503 NONE PUBLIC GENERAL SUPPORT 12500 16000 0 14 1 14 1208 14 537 18 2287 0 4033 0 4033 0 0 0 0 0 0 0 0 0 0 X X 1 ORTIZ ENTERPRISES INC 6 CUSHING WAY STE 200 IRVINE CA 92618 70000 X THERE IS NO REQUIREMENT IN NEVADA TO FURNISH THE IRS FORM 990-PF TO THE NEVADA ATTORNEY GENERAL (OR ITS DESIGNATE). FILING FEES - NEVADA 50 0 50 RESIDENT AGENT FEES - NEVADA 97 0 97 MANAGEMENT FEE 425 425 0 OTHER INCOME 537 537 537 FOREIGN TAX 14 14 0