2026-01-26T12:42:01-06:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 300 SANTANA ROW STE 300 SAN JOSE CA 95128 990PF 2024-10-01 942856207 THE AUFMUTH FAMILY FOUNDATION AUFM 6503260496 627 SEALE AVENUE PALO ALTO CA 94301 JEANNE AUFMUTH PRESIDENT 6503260496 2026-01-15 1 1 SCOTT T MATHEWS P01232227 4085587500 2026-01-15 2024 2025-03-06 01:10:19Z X 1501481 X 0 X 29 29 44308 44308 13291 147644 13291 57628 57628 30000 0 30000 6500 1625 4875 9627 9627 0 429 0 0 25 0 25 46581 11252 34900 177500 177500 224081 11252 212400 -166453 46376 75978 43877 43877 833341 725980 1004856 463345 436354 452748 1372664 1206211 1501481 0 0 X 0 0 0 0 1372664 1206211 1372664 1206211 1372664 1206211 1372664 -166453 0 1206211 0 1206211 PUBLICLY TRADED SECURITIES P 2023-08-03 2025-03-17 147644 134353 13291 13291 13291 645 0 645 0 645 0 0 0 0 0 24 669 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A WAVERLEY AUFMUTH 6503260496 627 SEALE AVENUE PALO ALTO CA 94301 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEANNE AUFMUTH 627 SEALE AVENUE PALO ALTO CA 94301 PRESIDENT 1.00 0 0 0 WAVERLEY AUFMUTH 627 SEALE AVENUE PALO ALTO CA 94301 VICE PRES., TREASURER 10.00 30000 0 0 NONE 0 NONE 0 0 1416294 89312 0 1505606 0 0 1505606 22584 1483022 74151 74151 645 645 73506 0 73506 0 73506 212400 0 212400 73506 0 0 94720 94722 97638 115676 124424 527180 212400 0 0 0 73506 138894 0 0 666074 0 0 0 0 0 0 94720 571354 94722 97638 115676 124424 138894 JEANNE AUFMUTH X ALAMEDA COUNTY COMMUNITY FOOD BANK DEVELOPMENT DEPARTMENT PO BOX 2599 OAKLAND CA 94614 NONE PC CHARITABLE 5000 BRENNAN CENTER FOR JUSTICE 120 BROADWAY 17TH FLOOR NEW YORK NY 10271 NONE PC CHARITABLE 10000 BRING CHANGE TO MIND 155 SANSOME SUITE 530 SAN FRANCISCO CA 94104 NONE PC CHARITABLE 5000 CAMPAIGN LEGAL CENTER INC 1101 14TH ST NW SUITE 400 WASHINGTON DC 20005 NONE PC CHARITABLE 10000 CLEAN AIR TASK FORCE 114 STATE STREET 6TH FLOOR BOSTON MA 02109 NONE PC CHARITABLE 10000 DOCTORS WITHOUT BORDERS PO BOX 5023 HAGERSTOWN MD 21741 NONE PC CHARITABLE 10000 DOWNTOWN STREETS TEAM 1671 THE ALAMEDA SUITE 301 SAN JOSE CA 95126 NONE PC CHARITABLE 5000 EARTHJUSTICE PO BOX 96346 WASHINGTON DC 200777953 NONE PC CHARITABLE 5000 FRESH ENERGY 408 SAINT PETER STREET SUITE 350 SAINT PAUL MN 55102 NONE PC CHARITABLE 5000 KIDS MENTAL HEALTH FOUNDATION PO BOX 548 COLUMBUS OH 432160548 NONE PC CHARITABLE 5000 LEAGUE OF WOMEN VOTERS EDUCATION FU PO BOX 96837 WASHINGTON DC 20090 NONE PC CHARITABLE 5000 MIDWEST ACCESS COALITION PO BOX 736527 CHICAGO IL 60673 NONE PC CHARITABLE 5000 MISSION ASSET FUND 3269 MISSION STREET SAN FRANCISCO CA 94110 NONE PC CHARITABLE 5000 NATIONAL ABORTION FEDERATION PO BOX 100 ANNAPOLIS JUNCTION MD 207010416 NONE PC CHARITABLE 10000 PENINSULA OPEN SPACE TRUST 222 HIGH STREET PALO ALTO CA 94301 NONE PC CHARITABLE 2500 PLANNED PARENTHOOD ILLINOIS 17 N STATE STREET 5TH FL CHICAGO IL 60602 NONE PC CHARITABLE 5000 PLANNED PARENTHOOD MAR MONTE PO BOX 4006 ALAMEDA CA 94501 NONE PC CHARITABLE 5000 RAPE ABUSE INCEST NATIONAL NETWORK 1220 L STREET NW SUITE 500 WASHINGTON DC 20005 NONE PC CHARITABLE 5000 SACRED HEART COMMUNITY SERVICE 1381 SOUTH FIRST STREET SAN JOSE CA 95110 NONE PC CHARITABLE 5000 SANDY HOOK PROMISE PO BOX 3489 NEWTOWN CT 06470 NONE PC CHARITABLE 5000 SECOND HARVEST HEARTLAND PO BOX 64051 SAINT PAUL MN 55164 NONE PC CHARITABLE 5000 SUSTAINABLE CONSERVATION 98 BATTERY STREET SUITE 302 SAN FRANCISCO CA 94111 NONE PC CHARITABLE 10000 TRANSLIFELINE 548 MARKET ST PMB 15337 SAN FRANCISCO CA 94104 NONE PC CHARITABLE 5000 TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 NONE PC CHARITABLE 7500 TRUCKEE DONNER LAND TRUST PO BOX 8816 TRUCKEE CA 96162 NONE PC CHARITABLE 2500 WOMAN'S REPRODUCTIVE RIGHTS ASSISTA 1902A LINCOLN BOULEVARD SUITE 1338 SANTA MONICA CA 90405 NONE PC CHARITABLE 15000 WORLD CENTRAL KITCHEN BOX 96538 WASHINGTON DC 200906538 NONE PC CHARITABLE 10000 177500 0 14 29 14 44308 18 13291 0 57628 0 57628 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 6500 1625 4875 PIMCO ACTIVE BOND 436354 452748 ISHARES GLOBAL INFRASTRUCTURE 34680 45840 VANGUARD FTSE DEVELOPED 179980 233688 VANGUARD FTSE EMERGING 48077 62307 VANGUARD REAL ESTATE 37474 41139 VANGUARD TOTAL STOCK 425769 621882 FILING FEES 25 0 25 INVESTMENT ADVISORY FEES 9627 9627 0 FEDERAL TAXES 429 0 0