2026-09-09T19:39:25-04:00 2025-12-31 Baker Tilly Advisory Group LP 3 Lagoon Drive Ste 400 Redwood CIty CA 94065 990PF 2025-01-01 454056156 BARTZ MARR FAMILY FOUNDATION % PETER CORREIA BART 82 ISABELLA AVENUE ATHERTON CA 94027 CAROL BARTZ PRESIDENT 6504505400 2026-08-31 true PHUONG T DANG P00837856 6503654646 2026-08-31 2025 X X 18997339 X 5017989 419373 419373 423436 1281901 423436 5860798 842809 0 950 0 0 950 9200 4600 0 4600 26774 26774 34566 6715 200 200 71690 38089 0 5750 5000 205000 76690 38089 0 210750 5784108 804720 0 90289 671456 671456 11983152 18325883 18325883 12073441 18997339 18997339 0 600000 0 600000 X 12073441 18397339 12073441 18397339 12073441 18997339 12073441 5784108 1339790 19197339 800000 18397339 LT CAPITAL GAIN DISTRIBUTION P 2000-01-01 2025-12-31 379006 379006 379006 PURBLICLY TRADED SECURITIES P 2000-01-01 2025-12-31 902895 858465 44430 44430 423436 11186 11186 11186 10000 0 10000 20000 X 0 8814 8814 0 false false false false false false false true true CA true false false false false true PETER CORREIA 3108064032 50 CALIFORNIA STREET STE 2600 SAN FRANCISCO CA 94111 false false false false false false false false false false false false false false false false false false false false false CAROL A BARTZ 82 ISABELLA AVENUE ATHERTON CA 94027 PRESIDENT 0.0 0 0 0 BILL MARR 82 ISABELLA AVENUE ATHERTON CA 94027 SECRETARY 0.0 0 0 0 12983932 101550 0 13085482 0 13085482 196282 12889200 644460 644460 11186 11186 633274 633274 633274 210750 0 0 0 0 210750 633274 0 2023 2022 2021 0 0 138307 103142 241449 210750 0 210750 0 241449 241449 0 0 0 181075 CAROL A BARTZ BILL MARR X KUKIO HOOMANA FUND PO BOX 5380 KAILUA KONA HI 96745 PC UNRESTRICTED 5000 SECOND HARVEST OF SILICON VALLEY 750 CURTNER AVE SAN JOSE CA 95125 PC UNRESTRICTED 200000 205000 14 419373 18 423436 842809 842809 false false false false false false false false false false X X 1 Carol A Bartz 11100 Santa Monica Blvd Ste 600 Los Angeles CA 90025 1101351 X X 2 CAROL A BARTZ 11100 Santa Monica Blvd Ste 600 Los Angeles CA 90025 3916638 X X 1 14,100 SH CISCO SYSTEM IN. 78.11/SH 1101351 2025-12-22 2 21,322 SH NVIDIA CORP. 183.69/SH 3916638 2025-12-22 ACCOUNTING FEE 9200 4600 4600 PUBLICLY TRADED SECURITIES 18325883 18325883 LEGAL FEE 950 950 PRIOR YEAR ADJUSTMENT FOR GRANT PAYABLE 800000 FILING FEE 200 200 UNREALIZED GAIN 1339790 INVESTMENT FEES 26774 26774 EXCISE TAX 27851 FOREIGN TAX 6715 6715