2024-12-16T06:59:43-06:00 2024-07-31 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990PF 2023-08-01 396584789 MARTIN FAMILY FOUNDATION MART 4143516506 14500 FRUITVALE AVE 1208 SARATOGA CA 95070 KAREN MARTIN-KELLER TRUSTEE 4143516506 2024-12-12 1 1 WILLIAM WONG CPA P00167659 4147775500 2024-12-09 2023 2024-10-15 13:58:12Z X 13553095 X X 330201 330201 402650 1662432 402650 732851 732851 0 0 0 61605 61605 0 6174 6174 0 276 0 276 68055 67779 276 401500 401500 469555 67779 401776 263296 665072 226963 676229 676229 278593 234372 234372 6208123 5981293 9120913 2697908 2784223 2641371 707831 707831 880210 10119418 10383948 13553095 0 0 X 6033828 6033828 0 0 4085590 4350120 10119418 10383948 10119418 10383948 10119418 263296 1234 10383948 0 10383948 PUBLICLY TRADED SECURITIES 1550348 1259782 290566 290566 CAPITAL GAINS DIVIDENDS P 112084 112084 112084 402650 9245 0 9245 0 9245 10571 0 0 0 10571 0 1326 1326 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A KAREN MARTIN-KELLER 4087417408 14500 FRUITVALE AVE 1208 SARATOGA CA 95070 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VINCENT L MARTIN 14500 FRUITVALE AVE 1208 SARATOGA CA 95070 TRUSTEE 0.25 0 0 0 JENNIFER L MARTIN 14500 FRUITVALE AVE 1208 SARATOGA CA 95070 TRUSTEE 0.25 0 0 0 KAREN MARTIN-KELLER 14500 FRUITVALE AVE 1208 SARATOGA CA 95070 TRUSTEE 0.25 0 0 0 TIMOTHY P MARTIN 14500 FRUITVALE AVE 1208 SARATOGA CA 95070 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 11989345 484500 0 12473845 0 0 12473845 187108 12286737 614337 614337 9245 9245 605092 0 605092 0 605092 401776 0 401776 605092 91027 0 0 401776 91027 0 0 310749 0 0 0 0 0 0 0 0 294343 0 0 0 VINCENT L MARTIN X ALVERNO COLLEGE 3400 S 43RD STREET MILWAUKEE WI 53234 N/A PC UNRESTRICTED CHARITABLE GRANT 5000 AMIGOS DE GUADALUPE 1897 ALUM ROCK AVE STE 35 SAN JOSE CA 95116 N/A PC GENERAL OPERATING GRANT 15000 COE COLLEGE 1220 1ST AVENUE NE CEDAR RAPIDS IA 52402 N/A PC UNRESTRICTED CHARITABLE GRANT 60000 LAVA MAE 1015 FILLMORE STREET SAN FRANCISCO CA 94115 N/A PC UNRESTRICTED CHARITABLE GRANT 1000 LOVELAND FOUNDATION INC 2575 E COUNTY ROAD 2300 LA HARPE IL 61450 N/A PC UNRESTRICTED CHARITABLE GRANT 6000 MILWAUKEE MUSLIM WOMEN'S COALITION 5235 S 27TH STREET MILWAUKEE WI 53221 N/A PC UNRESTRICTED CHARITABLE GRANT 10000 MILWAUKEE REPERTORY THEATER INC 108 E WELLS STREET MILWAUKEE WI 53202 N/A PC UNRESTRICTED CHARITABLE GRANT 250000 ROSIE THE RIVETER 1414 HARBOUR WAY S 3000 RICHMOND CA 94804 N/A PC UNRESTRICTED CHARITABLE GRANT 7500 SIERRA SERVICE PROJECT 1516 DEL PASO BOULEVARD SACRAMENTO CA 95815 N/A PC UNRESTRICTED CHARITABLE GRANT 12000 THE THEATER BUG INC PO BOX 150329 NASHVILLE TN 37215 N/A PC UNRESTRICTED CHARITABLE GRANT 35000 401500 0 14 330201 18 402650 0 732851 0 732851 0 0 0 0 0 0 0 0 0 0 NORTHERN TRUST - CORPORATE BONDS 2784223 2641371 NORTHERN TRUST - CORPORATE STOCK 5282757 8059214 JP MORGAN CHASE [5005] - CORPORATE STOCK 698536 1061699 NORTHERN TRUST - REAL ESTATE FUNDS AT COST 429150 551373 NORTHERN TRUST - COMMODITIES FUNDS AT COST 278681 328837 CA DEPT. OF JUSTICE FEE 100 0 100 DOMAIN REGISTRATION FEE 16 0 16 ZOOM REGISTRATION FEE 160 0 160 BROKER ADJUSTMENTS TO COST BASIS 1234 INVESTMENT FEES 61605 61605 0 FOREIGN TAXES PAID 6174 6174 0