Civic Intelligence

The Wf and Marie a Batton Foundation

EIN 94-3363534 • San Carlos, CA

1000 Commerical Stsuite CSan Carlos, CA 94070
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

43rd percentile

-1.3%

Higher net margin than 43% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

54th percentile

-0.2%

Faster asset growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

42%

Faster revenue growth than 81% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$284,062

Down $636 (-0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$284,062

Down $636 (-0.2%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin43rd percentile

Revenue

Up

$50,583

Up $15,054 (+42%) from 2023

Expenses

Down

$51,219

Down $1,600 (-3.0%) from 2023

Net Income

Up

-$636

Up $16,654 (+96%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $740,530Liabilities 2011: $02011Assets 2012: $704,470Liabilities 2012: $02012Assets 2013: $659,388Liabilities 2013: $02013Assets 2014: $546,787Liabilities 2014: $02014Assets 2015: $490,983Liabilities 2015: $02015Assets 2019: $314,854Liabilities 2019: $0Net Assets 2019: $314,8542019Assets 2020: $350,328Liabilities 2020: $0Net Assets 2020: $350,3282020Assets 2021: $335,119Liabilities 2021: $0Net Assets 2021: $335,1192021Assets 2022: $301,988Liabilities 2022: $0Net Assets 2022: $301,9882022Assets 2023: $284,698Liabilities 2023: $0Net Assets 2023: $284,6982023Assets 2024: $284,062Liabilities 2024: $0Net Assets 2024: $284,0622024

Highlighted filing

2024

Assets$284,062
Liabilities$0
Net Assets$284,062
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2011: $27,759Expenses 2011: $90,118Net Income 2011: -$62,3592011Revenue 2012: $43,908Expenses 2012: $79,968Net Income 2012: -$36,0602012Revenue 2013: $66,196Expenses 2013: $111,278Net Income 2013: -$45,0822013Revenue 2014: $72,148Expenses 2014: $184,749Net Income 2014: -$112,6012014Revenue 2015: $47,346Expenses 2015: $103,150Net Income 2015: -$55,8042015Revenue 2019: $29,615Expenses 2019: $79,447Net Income 2019: -$49,8322019Revenue 2020: $118,183Expenses 2020: $82,709Net Income 2020: $35,4742020Revenue 2021: $52,447Expenses 2021: $67,656Net Income 2021: -$15,2092021Revenue 2022: $14,997Expenses 2022: $48,128Net Income 2022: -$33,1312022Revenue 2023: $35,529Expenses 2023: $52,819Net Income 2023: -$17,2902023Revenue 2024: $50,583Expenses 2024: $51,219Net Income 2024: -$6362024

Highlighted filing

2024

Revenue$50,583
Expenses$51,219
Net Income-$636
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$284,062
Liabilities
$0
Net assets
$284,062
Revenue
$50,583
Expenses
$51,219
Net income
-$636
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.51$0.51$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.36$0.53$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.15$0.48$0.33
2021Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.52$0.68$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$1.18$0.83$0.35
2019Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.30$0.79$0.50
2015Summary only. Only limited summary data is available for this year.$4.91$0.00$0.47$1.03$0.56
2014Summary only. Only limited summary data is available for this year.$5.47$0.00$0.72$1.85$1.13
2013Summary only. Only limited summary data is available for this year.$6.59$0.00$0.66$1.11$0.45
2012Summary only. Only limited summary data is available for this year.$7.04$0.00$0.44$0.80$0.36
2011Summary only. Only limited summary data is available for this year.$7.41$0.00$0.28$0.90$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 10, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN BALZERSecretary-$0--
HAROLD J BALZERTreasurer-$0--
DEBRA ALVAREZDirector-$0--
LINDSAY BALZERDirector-$0--
ROSALIE BALZERDirector-$0--
TAMARA BALZERDirector-$0--
LISA COLEPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Wf and Marie a Batton Foundation
EIN
94-3363534
In Care Of
% BAKER TILLY ADVISORY GROUP
Phone
6505918860
Address
1000 COMMERICAL STSUITE C, SAN CARLOS, CA 94070

Signing Officer

Name
Lisa Cole
Title
President
Phone
6505918860
Signed
2025-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group LP
Address
3 Lagoon Drive Ste 400, Redwood CIty, CA 94065
Preparer
Michael S Goldstein
Phone
6503654646
Raw XML Appendix394 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt04920
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04920
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm03,635 FV DFA 5-YR GLOBAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm114,164 FV LWAS/DFA 2-YR BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt038992
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1140491
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt036431
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1136253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt312906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt512272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt68193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt719249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt826541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt326342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt425750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt562200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt625671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt727296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt861366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0170 SHS DFA EMERGING MKT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1391 SHS DFA INTL S CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2454 SHS DFA INTL S CO PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3985 SHS DFA L CAP INTL PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4531 SHS DFA US S CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51,595 SHS DFA US LARGE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6886 SHS DFA US MICRO CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71,543 SHS DFA INTL VALUE III
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81,938 SHS DFA US LARGE CAP VAL
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt014809
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt035430
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0344
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt050583
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt050583
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04920
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04920
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt035430
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt043000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt043000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt014809
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt014809
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-636
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt068658
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt035430
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt042822
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0156
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0258
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0344
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02285
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02285
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0212
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0756
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt043156
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt051219
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt050239
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt050583
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0156
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07417
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt033228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt035358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt035358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt068586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt035430
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-636
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0284062
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0284698
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0284062
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt022090
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt022090
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt022090
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt022685
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0595
IRS990PF/DistributableAmountGrp/TotalTaxAmt0595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0544
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0450
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0994
IRS990PF/FMVAssetsEOYAmt0430399
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0161303
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0179483
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0172684
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0121133
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt097725
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0250861
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0284698
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0284062
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02262
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06854
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06854
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0284698
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0284062
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0430399
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0284698
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0284062
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0284698
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0284062
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0460610
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04718
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0455892
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06909
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt022685
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0453701
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0460610
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RYAN BALZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HAROLD J BALZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DEBRA ALVAREZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LINDSAY BALZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROSALIE BALZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5TAMARA BALZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6LISA COLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01000 COMMERICAL STSUITE C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11000 COMMERICAL STSUITE C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21000 COMMERICAL STSUITE C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31000 COMMERICAL STSUITE C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41000 COMMERICAL STSUITE C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51000 COMMERICAL STSUITE C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61000 COMMERICAL STSUITE C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN CARLOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN CARLOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN CARLOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SAN CARLOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SAN CARLOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SAN CARLOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6SAN CARLOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd694070
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt043156
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt043156
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0THREE LAGOON DRIVE SUITE 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0REDWOOD CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0940655157
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
IRS990PF/StatementsRegardingActyGrp/PhoneNum06503654646
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0LISA COLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR THE GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUNDS FOR CHARIOT CHALLENGE PROGRAM, DEC MY ROOM PROGRAM AND FOR PEDIATRIC PALLIATIVE CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FUNDS FOR THE STUDY AND TREATMENT OF AMYLOIDOSIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FUNDS FOR SMART BOARDS, FURNITURE AND LOCAL FIELD TRIP SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FUNDS FOR THE SUMMER MEAL PROGRAM FOR KIDS AND THE HOLIDAY FOOD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SISTERS OF NOTRE DAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LUCILLE PACKARD CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE MAYO CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SAINT FRANCIS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SECOND HARVEST FOOD BANK - CYPRESS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01520 RALSTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1400 HAMILTON AVENUE SUITE 340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2200 FIRST STREET SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3151 BUCKINGHAM AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44001 NORTH FIRST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BELMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3REDWOOD CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd255905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394063
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494134
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt043000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022090
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022090
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023195
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012691
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt036549
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt051993
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt048353
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt048353
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0145494
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021066
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023195
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012691
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt036549
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt051993
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043156
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021066
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0193847
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0172781
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSES & PERMITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MEALS & ENTERTAINMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2101
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2203
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0344
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02285
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02285
TaxesSchedule/TaxesDetail/Amt0212
TaxesSchedule/TaxesDetail/Amt1544
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0212
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA COLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06505918860
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WF AND MARIE A BATTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WFAN
ReturnHeader/Filer/EIN0943363534
ReturnHeader/Filer/InCareOfNm0% BAKER TILLY ADVISORY GROUP
ReturnHeader/Filer/PhoneNum06505918860
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 COMMERICAL STSUITE C
ReturnHeader/Filer/USAddress/CityNm0SAN CARLOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094070
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Tilly Advisory Group LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 Lagoon Drive Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Redwood CIty
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094065
ReturnHeader/PreparerPersonGrp/PhoneNum06503654646
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S GOLDSTEIN
ReturnHeader/ReturnTs02025-06-20T16:57:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.