2025-06-20T16:57:15-05:00 2024-12-31 Baker Tilly Advisory Group LP 3 Lagoon Drive Ste 400 Redwood CIty CA 94065 990PF 2024-01-01 943363534 THE WF AND MARIE A BATTON FOUNDATION % BAKER TILLY ADVISORY GROUP WFAN 6505918860 1000 COMMERICAL STSUITE C SAN CARLOS CA 94070 LISA COLE PRESIDENT 6505918860 2025-06-10 true true MICHAEL S GOLDSTEIN P01252695 6503654646 2024 2025-03-06 01:10:19Z X 430399 X 0 X 14809 14809 35430 68658 35430 344 50583 50239 0 4920 4920 2285 2285 756 212 258 156 8219 7417 156 43000 43000 51219 7417 43156 -636 42822 0 2262 6854 6854 121133 97725 250861 161303 179483 172684 284698 284062 430399 0 0 X 284698 284062 284698 284062 284698 284062 284698 -636 284062 284062 PUBLICLY TRADED SECURITIES P 2023-01-01 2024-12-31 68586 33228 35358 35358 LONG TERM CAPITAL GAIN DISTRIBUTION 2000-01-01 2024-12-31 72 72 72 35430 595 595 595 544 0 450 994 399 399 false false false false false false false true true CA true false false false false true N/A BAKER TILLY ADVISORY GROUP LP 6503654646 THREE LAGOON DRIVE SUITE 400 REDWOOD CITY CA 940655157 false false false false false false false false false false false false false false false false false false false false RYAN BALZER 1000 COMMERICAL STSUITE C SAN CARLOS CA 94070 SECRETARY 1.0 0 0 0 HAROLD J BALZER 1000 COMMERICAL STSUITE C SAN CARLOS CA 94070 TREASURER 1.0 0 0 0 DEBRA ALVAREZ 1000 COMMERICAL STSUITE C SAN CARLOS CA 94070 DIRECTOR 1.0 0 0 0 LINDSAY BALZER 1000 COMMERICAL STSUITE C SAN CARLOS CA 94070 DIRECTOR 1.0 0 0 0 ROSALIE BALZER 1000 COMMERICAL STSUITE C SAN CARLOS CA 94070 DIRECTOR 1.0 0 0 0 TAMARA BALZER 1000 COMMERICAL STSUITE C SAN CARLOS CA 94070 DIRECTOR 1.0 0 0 0 LISA COLE 1000 COMMERICAL STSUITE C SAN CARLOS CA 94070 PRESIDENT 1.0 0 0 0 455892 4718 0 460610 0 460610 6909 453701 22685 22685 595 595 22090 22090 22090 43156 0 0 0 0 43156 22090 0 2022 2021 2020 0 48353 51993 36549 12691 23195 172781 43156 0 22090 21066 193847 0 0 0 0 48353 145494 51993 36549 12691 23195 21066 LISA COLE X SISTERS OF NOTRE DAME 1520 RALSTON AVENUE BELMONT CA 94002 NONE PC FOR THE GENERAL FUND 1000 LUCILLE PACKARD CHILDREN'S HOSPITAL 400 HAMILTON AVENUE SUITE 340 PALO ALTO CA 94301 NONE PC FUNDS FOR CHARIOT CHALLENGE PROGRAM, DEC MY ROOM PROGRAM AND FOR PEDIATRIC PALLIATIVE CARE 12000 THE MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 NONE PC FUNDS FOR THE STUDY AND TREATMENT OF AMYLOIDOSIS 10000 SAINT FRANCIS CENTER 151 BUCKINGHAM AVENUE REDWOOD CITY CA 94063 NONE PC FUNDS FOR SMART BOARDS, FURNITURE AND LOCAL FIELD TRIP SCHOLARSHIPS 10000 SECOND HARVEST FOOD BANK - CYPRESS CENTER 4001 NORTH FIRST STREET SAN JOSE CA 94134 NONE PC FUNDS FOR THE SUMMER MEAL PROGRAM FOR KIDS AND THE HOLIDAY FOOD DRIVE 10000 43000 14 14809 18 35430 EXCISE TAX REFUND 01 344 50583 50583 false false false false false false false false false false TAX PREPARATION FEE 4920 4920 3,635 FV DFA 5-YR GLOBAL 38992 36431 14,164 FV LWAS/DFA 2-YR BOND 140491 136253 170 SHS DFA EMERGING MKT 1807 4848 391 SHS DFA INTL S CAP VALUE 3976 8584 454 SHS DFA INTL S CO PORT 4414 8804 985 SHS DFA L CAP INTL PORT 12906 26342 531 SHS DFA US S CAP VALUE 8367 25750 1,595 SHS DFA US LARGE CO 12272 62200 886 SHS DFA US MICRO CAP 8193 25671 1,543 SHS DFA INTL VALUE III 19249 27296 1,938 SHS DFA US LARGE CAP VAL 26541 61366 STATE FILING FEE 25 25 LICENSES & PERMITS 30 30 MEALS & ENTERTAINMENT 203 101 EXCISE TAX REFUND 344 INVESTMENT MANAGEMENT FEE 2285 2285 FOREIGN TAXES 212 212 EXCISE TAX 544