2026-03-26T15:25:47-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 225 S LAKE AVENUE SUITE 900 PASADENA CA 91101 990PF 2024-12-01 332099829 WILKIE FAMILY FOUNDATION WILK 9164722762 3400 DOUGLAS BLVD 230 ROSEVILLE CA 95661 ROBYN WILKIE FRITZSCHE CHIEF EXECUTIVE OFFICER 9164722762 2026-03-20 1 1 LAUREN A HAVERLOCK P00545829 9165038100 2026-03-06 2024 2025-03-06 01:10:19Z X X 31104991 X 30000000 187936 187936 115890 115890 0 30303826 303826 254442 0 254442 70432 0 70432 73827 0 73827 29937 29937 0 5039 0 5039 46251 0 14902 0 14902 35603 0 34995 530433 29937 453637 2400 2400 532833 29937 456037 29770993 273889 196558 196557 12722 6079 0 10122791 10122791 0 20540429 20540429 74401 10513 63888 63888 0 175247 175247 0 31111635 31104991 9026 0 217611 0 226637 X 0 0 0 0 0 30884998 0 30884998 0 31111635 0 29770993 1114005 30884998 0 30884998 3807 0 3807 0 3807 0 0 6000 0 6000 119 2074 2074 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 1 0 0 1 WILKIEFAMILYFOUNDATION.ORG DEAN WILKIE 9164722762 3400 DOUGLAS BLVD 230 ROSEVILLE CA 95661 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBYN WILKIE FRITZSCHE 3500 SOUTH DUPONT HIGHWAY DOVER DE 19901 CHIEF EXECUTIVE OFFICER/PRESIDENT 40.00 100768 3023 0 KRIS WITT 3500 SOUTH DUPONT HIGHWAY DOVER DE 19901 CHIEF OPERATIONS OFFICER/ASST. SECRETA 40.00 52904 1587 0 JOY WILKIE 3500 SOUTH DUPONT HIGHWAY DOVER DE 19901 CHIEF PHILANTHROPY OFFICER/SECRETARY 40.00 50385 1511 0 DEAN WILKIE 3500 SOUTH DUPONT HIGHWAY DOVER DE 19901 CHIEF FINANCIAL OFFICER/TREASURER 40.00 50385 1511 0 JOHN MATZOLL 3500 SOUTH DUPONT HIGHWAY DOVER DE 19901 DIRECTOR 0.00 0 0 0 JUSTIN FRITZSCHE 3500 SOUTH DUPONT HIGHWAY DOVER DE 19901 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 16871411 12966551 0 29837962 0 0 29837962 447569 29390393 853526 853526 3807 3807 849719 0 849719 0 849719 456037 0 456037 849719 0 0 0 456037 0 0 0 456037 0 0 0 0 0 0 0 0 393682 0 0 0 JOY WILKIE DEAN WILKIE X KRISTI YAMAGUCHI'S ALWAYS DREAM 125 RAILROAD AVE SUITE 203 DANVILLE CA 94526 N/A PC TO SUPPORT THE GALA THROWN BY THE KRISTI YAMAGUCHI ALWAYS DREAM FOUNDATION. 2400 2400 0 18 187936 18 115890 0 303826 0 303826 0 0 0 0 0 0 0 0 0 0 X X 1 DEAN WILKIE 3400 DOUGLAS BLVD STE 230 ROSEVILLE CA 95661 15000000 X 2 JOY WILKIE 3400 DOUGLAS BLVD STE 230 ROSEVILLE CA 95661 15000000 X AMERICAN EUPAC FUND 1500239 1500239 AMERICAN NEW WORLD FUND 2201165 2201165 COLUMBIA DIVIDEND INCOME 2367600 2367600 GS GQG PARTNERS 1486348 1486348 ISHARES CORE S&P 500 ETF 4098561 4098561 JP MORGAN EQUITY INCOME 2340540 2340540 JP MORGAN LARGE CAP 2080915 2080915 VANGUARD SMALL CAP VALUE 1350054 1350054 VANGUARD SMALL CAP 991722 991722 VANGUARD RUSSELL 1000 ET 2123285 2123285 10122791 10122791 0 0 LEGAL 73827 0 73827 RIGHT OF USE ASSET OPERATING LEASES 0 175247 175247 ADVERTISING 4833 0 4833 OFFICE EXPENSE 6248 0 6248 IT 10464 0 10464 INSURANCE 3132 0 3132 EQUIPMENT LEASE 1654 0 1654 MEALS 2445 0 1837 DUES AND SUBSCRIPTIONS 3128 0 3128 LICENSES 3699 0 3699 UNREALIZED GAIN 1114005 ACCRUED EXPENSES 0 25905 OPERATING LEASE LIABILITY 0 191706 INVESTMENT FEES 29937 29937 0 DEAN WILKIE JOY WILKIE 3400 DOUGLAS BLVD STE 230 ROSEVILLE CA 95661