2026-09-10T15:14:38-04:00 2025-11-30 Baker Tilly Advisory Group LP 3 Lagoon Drive Ste 400 Redwood CIty CA 94065 990PF 2024-12-01 306284985 GROUSBECK FAMILY FOUNDATION II DATED MAY 18 2011 % BAKER TILLY ADVISORY GROUP GROU 6503654646 C/O BAKER TILLY 3 LAGOON DR ST 400 REDWOOD CITY CA 94065 HAROLD GROUSBECK TRUSTEE 6503654646 2026-08-30 true true P00305572 6503654646 2024 X 118223846 X 36996558 77810 77810 1272076 1271569 799554 40450578 24675612 305895 294822 39451893 26319813 0 191850 63950 0 63950 18000 18000 25066 25066 385260 300 127899 63950 31975 130536 128497 400 878611 281763 0 114325 2050000 2050000 2928611 281763 0 2164325 36523282 26038050 0 9077 9078 9078 29940839 1432427 1432427 23352631 89838237 116164077 -115024 415689 618264 1750000 0 0 54937523 91695431 118223846 0 0 X 54937523 91695431 54937523 91695431 54937523 91695431 54937523 36523282 234625 91695430 91695430 24675612 361929 361929 361929 390879 0 390879 28950 28950 false false false false false true true false true true CA true false false false false true N/A BAKER TILLY ADVISORY GROUP LP 6503654646 3 LAGOON DR STE 400 REDWOOD CITY CA 94065 false false false false false false false false false false true false false false false false false false false false false false H IRVING GROUSBECK C/O BAKER TILLY 3 LAGOON DR REDWOOD CITY CA 94065 TRUSTEE 0 0 0 0 SUSANNE GROUSBECK C/O BAKER TILLY 3 LAGOON DR REDWOOD CITY CA 94065 TRUSTEE 0 0 0 0 BAKER TILLY ADVISORY GROUP LP 3 LAGOON DRIVE STE 400 REDWOOD CITY CA 94065 ACCOUNTING AND TAX 167850 102065635 4713102 2578765 109357502 0 109357502 1640363 107717139 5385857 5385857 361929 260 362189 5023668 5023668 5023668 2164325 0 0 0 0 2164325 5023668 0 2022 2021 2020 0 1072918 725790 1798708 2164325 0 2164325 0 1798708 1798708 0 0 0 1060635 H IRVING GROUSBECK TRUSTEE 3000 SAND HILL RD BLDG 1 STE 210 MENLO PARK CA 94025 6505210383 NO FORMAL PROCEDURES HAVE BEEN ESTABLISHED. NO DEADLINES HAVE BEEN ESTABLISHED AT THIS TIME. GRANTS ARE LIMITED TO IRC SECTION 501(C)(3) DEFINED PURPOSE AND CHARITIES. ACKNOWLEDGE ALLIANCE 2483 OLD MIDDLEFIELD WAY STE 201 MOUNTAIN VIEW CA 94043 PC GENERAL 30000 ALDER GRADUATE SCHOOL OF EDUCATION 2946 BROADWAY STREET STE B REDWOOD CITY CA 94062 PC GENERAL 50000 ALL FIVE 1391 CHILCO ST MENLO PARK CA 94025 PC GENERAL 50000 AMHERST COLLEGE PO BOX 5000 AMHERST MA 01002 PC GENERAL 150000 ASURION COMPASSION FUND 648 GRASSMERE PARK STE 300 NASHVILLE TN 37211 PC GENERAL 20000 BOYS AND GIRLS CLUB OF THE PENINSULA 401 PIERCE RD MENLO PARK CA 94025 PC GENERAL 50000 EAST PALO ALTO ACADEMY FOUNDATION PO BOX 50803 PALO ALTO CA 94303 PC GENERAL 40000 ENVIRONMENTAL TRAVELING COMPANIONS 2 MARINA BLVD BLDG C SAN FRANCISCO CA 94123 PC GENERAL 20000 HARVARD BUSINESS SCHOOL DEVELOPMENT OPERATIONS SOLDIERS FIELD BOSTON MA 02163 PC GENERAL 5000 MARANYUNDO SCHOOL 9 WATERHOUSE ST CAMBRIDGE MA 02138 PC GENERAL 15000 MENLO COLLEGE 1000 EL CAMINO REAL ATHERON CA 94027 PC GENERAL 35000 PENINSULA BRIDGE PO BOX 963 MENLO PARK CA 94026 PC GENERAL 65000 PENINSULA OPEN SPACE TRUST 222 HIGH ST PALO ALTO CA 94301 PC GENERAL 200000 RESURGE INTERNATIONAL 145 N WOLFE RD SUNNYVALE CA 94086 PC GENERAL 25000 SECOND HARVEST FOOD BANK 8014 MARINE WAY IRVINE CA 92618 PC GENERAL 25000 SMITH COLLEGE PO BOX 340029 BOSTON MA 02241 PC GENERAL 250000 STANFORD GRADUATE SCHOOL OF BUSINESS 655 KNIGHT WAY STANFORD CA 943057298 PC GENERAL 150000 STANFORD UNIVERSITY 356 GALVAZ ST STANFORD CA 943055018 PC GENERAL 50000 THE PENINSULA COLLEGE FUND 330 TWIN DOLPHIN DR STE 131 REDWOOD CITY CA 94065 PC GENERAL 35000 HABITAT FOR HUMANITY GREATER SAN FRANCISCO 300 MONTGOMERY STREET STE 450 SAN FRANCISCO CA 94104 PC GENERAL 30000 KIPP PUBLIC SCHOOL NORTHERN CALIFORNIA 1000 BROADWAY STE 460 OAKLAND CA 94607 PC GENERAL 100000 THE DAVID SHELDRICK WILDLIFE TRUST USA 25283 CABOT RD 101 LAGUNA HILLS CA 92653 PC GENERAL 20000 AMERICAN RED CROSS 1663 MARKET STREET SAN FRANCISCO CA 94103 PC GENERAL 30000 DEERFIELD ACADEMY PO BOX 306 DEERFIELD MA 02342 PC GENERAL 20000 PROJECT HEALTHY CHILDREN 125 CAMBRIDGE PARK STE 31 CAMBRIDGE MA 02140 PC GENERAL 160000 METO INC 724 F ST NE WASHINGTON DC 20002 PC GENERAL 200000 VET'S REST STOP INC PO BOX 1151 LINCOLN NH 03251 PC GENERAL 60000 THE ASHMERE PROJECT 77 TOXTETH ST BROOKLINE MA 02446 PC GENERAL 100000 P1440 FOUNDATION INC 930 TAHOE BLVD STE 802 PMB 743 INCLINE VILLAGE NV 89451 PC GENERAL 5000 LAKE WINNIPESAUKEE ALLIANCE 45 NH ROUTE 25 MEREDITH NH 03253 PC GENERAL 20000 FIDELITY INVESTMENTS CHARITABLE GIFT FUND PO Box 770001 CINCINNATI OH 45277 PC GENERAL 40000 2050000 14 77810 525990 507 14 1271569 14 525990 93217 18 24675612 OTHER REVENUE 525990 6747 294822 100471 26319813 26420284 false false false false false false false false false false X X 1 HAROLD I GROUSBECK C/O BAKER TILLY 3 LAGOON DRIVE REDWOOD CITY CA 94065 36996558 X ACCOUNTING FEES 191850 63950 63950 546.702 SHS VFIAX P 290371 301725 -7306 41.376 SHS VFIAX P 25000 16205 8795 11,850 SHS CONSTELLATION D 35279269 13106493 22172776 35,554 SHS LUMINE D 993374 4 993370 22,308 SHS TOPICUS D 1900180 1097052 803128 INSTALLMENT SALE OF RESPONSELINK, LLC 2008-06 P 2025-09 1903412 1229598 673814 STCG - K-1 P 2745 2745 LTCG - K-1 P 27937 -27937 SECTION 1231 GAIN - K-1 P 39022 39022 SECTION 1256 GAIN - K-1 P 17205 17205 VANGUARD 500 INDEX 89838237 116164077 CONSTELLATION SOFTWARE INC 0 0 TOPICUS COM INC 0 0 LUMINE GROUP INC 0 0 DIVERSIFIED PARTNERSHIPS 415689 618264 NOTE RECEIVABLE 1750000 0 0 OTHER EXPENSES 130136 128497 STATE FILING FEE 400 400 ORDINARY INCOME 308926 291091 RENTAL INCOME -17383 -6295 ROYALTIES 1288 1288 OTHER PORTFOLIO INCOME 11076 11076 CANCELLATION OF DEBT 4 4 OTHER INCOME -2342 -2342 TAX EXEMPT INCOME 4326 0 PRIOR PERIOD ADJUSTMENT - BOOK ONLY 234625 OTHER PROFESSIONAL FEES 18000 18000 FOREIGN TAXES 4506 300 FEDERAL TAXES 380000 0 STATE TAXES 754 0