2025-05-14T14:27:05-05:00 2024-12-31 341874260 CBIZ ADVISORS LLC 44 MONTGOMERY ST SUITE 1000 SAN FRANCISCO CA 94104 990PF 2024-01-01 680344239 SIEBEL FAMILY CHARITABLE FOUNDATION C/O KENNETH F SIEBEL SIEB 4154613850 PO BOX 218 81 FERNHILL AVENUE ROSS CA 94957 KEN SIEBEL PRESIDENT 4154613850 2025-05-13 1 1 MAGDALEN MONROE P00535693 4153974444 2025-05-13 2024 2025-03-06 01:10:19Z X 555747 X X 61 61 21168 21168 1260 290000 1260 22489 22489 0 0 0 4800 0 0 25 0 0 4825 0 0 32300 32300 37125 0 32300 -14636 22489 52304 30638 30638 58638 123738 195040 387684 328259 330069 498626 482635 555747 1000 1000 0 X 0 0 0 0 497626 482635 497626 482635 498626 482635 497626 -14636 0 482990 355 482635 THE BOEING CO 2.8% 03/01/2024 2023-02-23 2024-03-01 50000 48722 1278 1278 THE GOLDMAN SACHS GR 4% 2022-06-30 2024-01-08 100000 100009 -9 -9 PDC ENERGY, INC. 5.75% 05/15/2026 2023-08-30 2024-05-15 100000 100009 -9 -9 US TREASURY 3.25% 08/31/2024 2023-09-29 2024-08-31 40000 40000 0 0 1260 313 0 313 0 313 400 0 0 0 400 0 87 87 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A KENNETH F SIEBEL 4154613850 81 FERNHILL AVENUE ROSS CA 94957 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KENNETH F SIEBEL PO BOX 218 81 FERNHILL AVE ROSS CA 94957 PRESIDENT 0.00 0 0 0 JUDY A SIEBEL PO BOX 218 81 FERNHILL AVE ROSS CA 94957 TREASURER 0.00 0 0 0 JENNIFER SIEBEL NEWSOM PO BOX 218 81 FERNHILL AVE ROSS CA 94957 DIRECTOR 0.00 0 0 0 BROOKE S MITCHELL PO BOX 218 81 FERNHILL AVE ROSS CA 94957 DIRECTOR 0.00 0 0 0 MELISSA A SIEBEL SCHILLER PO BOX 218 81 FERNHILL AVE ROSS CA 94957 DIRECTOR 0.00 0 0 0 JESSICA SIEBEL GRUSS PO BOX 218 81 FERNHILL AVE ROSS CA 94957 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 520662 34323 0 554985 0 0 554985 8325 546660 27333 27333 313 313 27020 0 27020 0 27020 32300 0 32300 27020 0 0 47689 27674 32854 16698 16107 141022 32300 0 0 0 27020 5280 0 0 146302 0 0 0 0 0 0 47689 98613 27674 32854 16698 16107 5280 KENNETH F SIEBEL JUDY A SIEBEL X BAY AREA DISCOVERY MUSEUM FORT BAKER 557 MCREYNOLDS DRIVE SAUSALITO CA 94965 NONE PC SUPPORT 9000 DUKE UNIVERSITY ALUMNI & DEVELOPMENT RECORDS PO BOX 90581 DURHAM NC 277080581 NONE UNIVERSITY SUPPORT 1250 GRACE SCIENCE FOUNDATION PO BOX 114 MENLO PARK CA 94026 NONE PUBLIC CHARITY SUPPORT 1000 GREENWICH COUNTRY DAY SCHOOL 401 OLD CHURCH ROAD GREENWICH CT 06830 NONE SCHOOL SUPPORT 5000 JIM SAUNDERS FUND PO BOX 1089 KAILUAKONA HI 96745 NONE PUBLIC CHARITY SUPPORT 1000 MARINHEALTH FOUNDATION 100B DRAKES LANDING ROAD SUITE 255 GREENBRAE CA 94904 NONE PUBLIC CHARITY SUPPORT 7050 OCEANIC SOCIETY PO BOX 844 ROSS CA 94957 NONE PUBLIC CHARITY SUPPORT 2000 RAPTORS OF THE ROCKIES PO BOX 250 FLORENCE MT 59833 NONE PC SUPPORT 2000 THE MAVEN PROJECT PO BOX 7378 SAN FRANCISCO CA 941207378 NONE PUBLIC CHARITY SUPPORT 1000 TREASURE STATE FOUNDATION 400 N CALIFORNIA STREET HELENA MT 59601 NONE PUBLIC CHARITY SUPPORT 3000 32300 0 14 61 14 21168 18 1260 0 22489 0 22489 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 4800 0 0 100,000 SHARES OF US TREASUR NT 5% 99730 100469 BANK OF AMERICA C 5.7%34 50009 49797 CITIGROUP INC 4.4%25 69099 69826 HCA HEATHCARE 5 25%26 99609 100013 GOLDMAN SACH 3.75%25 9812 9964 50,000 SHS OF E M X ROYALTY CORP 25585 86500 4,400 SHARES OF AKOYA BIOSCIENSE 22889 10076 2600 SHARES OF AKOYA BIOSCIENSE 10164 5954 3000 SHARES OF CAREDX INC 24410 64230 1000 SHARES OF CAREDX INC 24900 21410 3000 SHARES OF AKOYA BIOSCIENSE 15790 6870 FEDERAL TAXES 355 STATE FILING FEES 25 0 0