2017-05-15T12:22:18-05:00 2016-12-31 391774588 VOGEL CONSULTING GROUP SC 3415 GATEWAY ROAD BROOKFIELD WI 53045 990PF 2016-01-01 770499114 LAKE FAMILY FOUNDATION C/O CYNTHIA G LAKE LAKE 6613999124 PO BOX 20896 BAKERSFIELD CA 933900896 CYNTHIA G LAKE PRESIDENT 6613999124 2017-05-05 1 SHANNON M ZUR P00366024 6616353180 207.250.104.202 2017-05-05 10:51:45 CD P 4F367D15F8370D3E84DE6843411AB7E1EE6F3729 CF7E78B6863F878158638885A16F08C120C0BF5B 2016 2021-01-29 14:40:06Z X 6622543 X X 191099 191099 47849 937181 47849 238948 238948 0 0 0 4446 222 4224 3675 3675 0 162 0 162 8283 3897 4386 337400 337400 345683 3897 341786 -106735 235051 5348 5869 5869 1012794 336344 336344 1792786 1848091 2080163 1609620 1541406 1516710 200000 250000 251110 1292 1292 1893427 2429645 2432347 6513975 6411355 6622543 0 0 X 0 0 0 0 6513975 6411355 6513975 6411355 6513975 6411355 6513975 -106735 4115 6411355 0 6411355 SCHWAB - SHORT TERM 2016-01-01 2016-12-15 3849 3618 231 231 SCHWAB - LONG TERM 2013-01-14 2016-12-22 890798 885714 5084 5084 CAPITAL GAINS DIVIDENDS P 42534 42534 42534 47849 0 524164 6888311 0.076095 355777 4594862 0.077429 300992 3892127 0.077334 198100 3075543 0.064411 144906 2289269 0.063298 0.358567 0.071713 6353854 455654 2351 458005 341786 4701 0 4701 0 4701 3984 3984 X 717 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 HTTP://WWW.LAKEFAMILYFOUNDATION.ORG/ CYNTHIA G LAKE 6613999124 8200 STOCKDALE HIGHWAY M-110 335 BAKERSFIELD CA 93311 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CYNTHIA G LAKE PO BOX 20896 BAKERSFIELD CA 933900896 PRESIDENT 1.25 0 0 0 JOHN PAUL LAKE PO BOX 20896 BAKERSFIELD CA 933900896 TREASURER 1.00 0 0 0 SHEILA LAKE PO BOX 20896 BAKERSFIELD CA 933900896 SECRETARY 0.50 0 0 0 NONE 0 NONE 0 N/A 0 0 6120972 329641 0 6450613 0 0 6450613 96759 6353854 317693 317693 4701 4701 312992 0 312992 0 312992 341786 0 341786 0 341786 312992 0 0 46242 110222 137680 183460 477604 341786 0 0 0 312992 28794 0 0 506398 0 0 0 0 0 0 0 506398 46242 110222 137680 183460 28794 X ADAKC 4203 BUENA VISTA RD BAKERSFIELD CA 93311 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 300000 ADULT LITERACY COUNCIL 331 18TH STREET BAKERSFIELD CA 93301 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 5000 BAKERSFIELD HOMELESS AMBASSADOR PROGRAM 5405 STOCKDALE HIGHWAY 200 BAKERSFIELD CA 93309 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 20000 CASA 1717 COLUMBUS STREET BAKERSFIELD CA 93305 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 2500 FRIENDS OF THE KERN COUNTY FAIR 1142 SO P STREET BAKERSFIELD CA 93307 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 3400 OLIVE KNOLLS CHRISTIAN SCHOOL 6201 FRUITVALE AVE BAKERSFIELD CA 93308 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 6500 337400 0 14 191099 18 47849 0 238948 0 238948 0 0 0 0 0 0 0 0 0 0 VOGEL CONSULTING GROUP 4446 222 4224 BOND FUNDS 1541406 1516710 EQUITY FUNDS 1672093 1915573 EQUITIES 175998 164590 FIXED INCOME AT COST 250000 251110 CHARLS SCHWAB - OTHER ASSETS 1893427 2429645 2432347 MAILBOX 102 0 102 AG REGISTRY OF CHART TRUSTS 50 0 50 ANNUAL FILING 10 0 10 NONDIVIDEND DISTRIBUTION 4115 FOREIGN TAXES 3675 3675 0