2013-05-15T11:19:15-05:00 2012-12-31 391774588 VOGEL CONSULTING GROUP SC 3415 GATEWAY ROAD BROOKFIELD WI 53045 990PF 2012-01-01 770499114 LAKE FAMILY FOUNDATION CO CYNTHIA G LAKE LAKE 6613999124 PO BOX 20896 BAKERSFIELD CA 933900896 CYNTHIA G LAKE 6613999124 2013-05-15 1 SHANNON M ZUR P00366024 6616353180 2012 2016-03-07 17:11:31Z X 3881834 X 800000 70767 70767 70767 49 233993 49 35958 35958 35958 906774 106774 106725 0 0 0 0 12906 9679 0 3227 1123 946 0 0 260 0 260 966 195 0 771 15255 10820 260 3998 194102 194102 209357 10820 260 198100 697417 95954 106465 4025 6665 6665 1053679 1232767 1282767 1126737 1127052 1173005 213451 449250 480743 0 50000 49996 1292 1292 260 0 0 580908 810743 888658 2979060 3676477 3881834 0 0 X 0 0 0 0 2979060 3676477 2979060 3676477 2979060 3676477 2979060 697417 0 3676477 0 3676477 ENGERY TRANSFER 2010-01-22 2012-07-26 30890 27325 3565 3565 MAGELLAN MIDSTREAM 2010-01-21 2012-07-26 45176 27674 17502 17502 FAIRHOLME FUND 2010-01-01 2012-07-24 129665 151139 -21474 -21474 HEALTH CARE REIT 2010-03-09 2012-04-02 28262 27806 456 456 49 0 0 144906 2289269 0.063298 115305 1896399 0.060802 99972 1318863 0.075802 81212 1404100 0.057839 106956 1487846 0.071886 0.329627 0.065925 3075543 202755 960 203715 198100 1919 0 1919 0 1919 920 920 X 999 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A CYNTHIA G LAKE 6613999124 3404 STATE RD BAKERSFIELD CA 93308 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 1.25 0 0 0 JOHN PAUL LAKE PO BOX 20896 BAKERSFIELD CA 933900896 1.00 0 0 0 SHEILA LAKE PO BOX 20896 BAKERSFIELD CA 933900896 0.50 0 0 0 NONE 0 NONE 0 N/A 0 0 2361562 760817 0 3122379 0 0 3122379 46836 3075543 153777 153777 1919 1919 151858 0 151858 0 151858 198100 0 198100 0 198100 151858 0 0 0 198100 0 0 0 151858 46242 0 0 46242 0 0 0 0 0 0 0 46242 46242 X ALZHEIMER DISEASE ASSOCIATION 5500 OLIVE DRIVE BAKERSFIELD CA 93308 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 33000 AMERICAN HEART ASSOCIATION 404 TRUXTON AVENUE BAKERSFIELD CA 93301 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 3500 AMERICAN RED CROSS 5035 GILMORE AVENUE BAKERSFIELD CA 93308 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 50000 BARC 2240 S UNION AVE BAKERSFIELD CA 933074158 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 6000 BOY SCOUTS OF AMERICA 2333 SCOUT WAY LOS ANGELES CA 90026 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 2000 CASA 2000 24TH STREET SUITE 140 BAKERSFIELD CA 93301 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 5000 CBCC FOUNDATION 6501 TRUXTUN AVENUE BAKERSFIELD CA 93309 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 5000 ENERGY TRANSFER PARTNERS LP 3738 OAK LAWN DALLAS TX 75219 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 2 FLOOD MINISTRIES 1201 24TH STREET BAKERSFIELD CA 93301 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 2000 GARDEN PATHWAYS INC 900 22ND STREET BAKERSFIELD CA 93301 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 2000 GOLDEN EMPIRE GLEANERS 1326 30TH STREET BAKERSFIELD CA 93301 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 50000 JESUS SHACK 1326 30TH STREET BAKERSFIELD CA 93301 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 5000 JUVENILE DIABETS FOUND 1522 18TH STREET 206 BAKERSFIELD CA 93301 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 3500 KC JUNIOR LIVESTOCK 1142 SOUTH P STREET BAKERSFIELD CA 93307 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 100 KERN ADULT LITERACY 331 18TH STREET BAKERSFIELD CA 933014928 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 2000 MEMORIAL HOSPITAL FOUNDATION PO BOX 2401 BAKERSFIELD CA 93303 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 7000 PAL POLICE ACTIVITIES LEAGUE 301 E 4TH STREET BAKERSFIELD CA 93307 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 5000 RONALD MCDONALD HOUSE 26345 NETWORK PLACE CHICAGO IL 606731263 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 2000 SOCIETY FOR DISABLED CHILDREN 1819 BRUNDAGE LANE BAKERSFIELD CA 933042846 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 2000 TEACHER'S AG SEMINAR 3300 E BELLE TERRACE AVENUE BAKERSFIELD CA 93307 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 1000 TEEN CHALLENGE INTERNATIONAL PO BOX 1011 BAKERSFIELD CA 93308 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 2000 THE MISSION 816 E 21ST ST BAKERSFIELD CA 93305 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 4000 WOUNDED HEROES FUND 161 N CLARK STREET SUITE 4200 CHICAGO IL 60601 PUBLIC CHARITY CARRY OUT CHARITABLE PURPOSE OF FOUNDATION 2000 194102 0 14 70767 35958 18 49 0 70816 35958 106774 4 TO ALLOW FOR THE INCREASE OF CONTRIBUTIONS TO PUBLIC CHARITIES. 8 TO ALLOW FOR THE INCREASE OF CONTRIBUTIONS TO PUBLIC CHARITIES. 0 0 0 0 0 0 0 0 0 0 X X 1 WESTERN OILFIELDS SUPPLY CO PO BOX 2248 BAKERSFIELD CA 93303 800000 X VOGEL CONSULTING GROUP 12906 9679 0 3227 COMPUTER 2008-01-07 1292 1032 SL 5.000000000000 260 0 260 BOND FUNDS 449250 480743 EQUITIES 0 0 EQUITY FUNDS 1127052 1173005 FIXED INCOME AT COST 50000 49996 COMPUTER 1292 1292 0 0 CHARLS SCHWAB - OTHER ASSETS 540750 810743 888658 ENERGY TRANSFER LP 18701 0 0 MAGELLAN MIDSTREAM 21457 0 0 LICENSES AND PERMITS 85 0 0 85 MAILBOX 86 0 0 86 ENERGY 5 5 0 0 MAGELLAN 4 4 0 0 ADVERTISEMENT 600 0 0 600 INVEST INTEREST EXPENSE 186 186 0 0 ENERGY TRANSFER - ORDINARY BUSINESS INCOME 253 253 253 MAGELLAN - ORDINARY BUSINESS INCOME -922 -922 -922 CAPITAL GAIN DISTRIBUTIONS 18809 18809 18809 ENERGY TRANSFER - SECTION 1231 GAIN -8 -8 -8 ENERGY TRANSFER - ORDINARY GAIN 10866 10866 10866 MAGELLAN - ORDINARY GAIN 6960 6960 6960 FOREIGN TAXES 946 946 0 0 ESTIMATED TAX PAYMENTS 177 0 0 0