2023-11-14T13:17:58-06:00 2022-12-31 420714325 RSM US LLP 30 SOUTH WACKER DR SUITE 3300 CHICAGO IL 606063392 990PF 2022-01-01 943350554 BATTLE FAMILY FOUNDATION BATT 5108483563 35 VICENTE RD BERKELEY CA 947051603 A GEORGE BATTLE PRESIDENT 5108483563 2023-11-14 1 A GEORGE BATTLE XXX-XX-XXXX 0 CHAD THOMPSON P01020547 3126343400 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 16216011 X X 29866 30934 47630 47720 744244 1714965 743356 2037 0 823777 822010 0 0 0 27250 13625 13625 36443 18223 18220 551 276 275 25000 0 0 5067 0 0 94311 32124 32120 162040 162040 256351 32124 194160 567426 789886 1713092 246965 246965 2339540 3326450 9746097 1239257 1183723 1111416 4011075 5111533 5111533 9302964 9868671 16216011 0 0 X 0 0 0 0 9302964 9868671 9302964 9868671 9302964 9868671 9302964 567426 0 9870390 1719 9868671 MORGAN STANLEY #0033 - DETAIL AVAILABLE UPON REQUEST 2022-12-31 2022-12-31 124565 144830 -20265 -20265 MORGAN STANLEY #0033 - DETAIL AVAILABLE UPON REQUEST 2022-12-31 2022-12-31 339433 267106 72327 72327 MORGAN STANLEY #0097 - DETAIL AVAILABLE UPON REQUEST 2022-12-31 2022-12-31 1000546 309713 690833 690833 MORGAN STANLEY #0050 - DETAIL AVAILABLE UPON REQUEST 2022-12-31 2022-12-31 250000 249737 263 263 LOWERCARBON 411.2, LP 2022-12-31 2022-12-31 -223 -223 CAPITAL GAINS DIVIDENDS P 421 421 421 743356 10979 0 10979 0 10979 7204 0 0 0 7204 123 3898 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A A GEORGE BATTLE 5108483563 35 VICENTE ROAD BERKELEY CA 94705 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 A GEORGE BATTLE 35 VICENTE ROAD BERKELEY CA 94705 PRESIDENT 0.00 0 0 0 EMILY T BATTLE 6207 WESTWOOD WAY OAKLAND CA 94611 VP & TREASURER 0.00 0 0 0 DANIEL K BATTLE 30 BAY TREE LANE BERKELEY CA 94708 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 NONE 0 0 0 11085677 1201523 5111533 17398733 0 0 17398733 260981 17137752 856888 856888 10979 10979 845909 0 845909 0 845909 194160 0 194160 845909 0 0 1221244 2646211 4521 3871976 194160 0 0 0 194160 0 651749 651749 3220227 0 0 0 0 0 0 569495 2650732 2646211 4521 A GEORGE BATTLE X BERKELEY REPERTORY THEATRE 2025 ADDISON ST BERKELEY CA 94704 NONE PC GENERAL SUPPORT 1000 HEALTHCARE FOUNDATION OF NORTHERN SONOMA COUNTY 1348 WEBSTER STREET 400 OAKLAND CA 94612 NONE PC GENERAL SUPPORT 1040 PONAGANSET EDUCATION FOUNDATION 91 ANAN WADE RD NORTH SCITUATE RI 02857 NONE PC GENERAL SUPPORT 60000 ROBERT MORRIS UNIVERSITY 6001 UNIVERSITY BOULEVARD MOON TOWNSHIP PA 151081189 NONE PC GENERAL SUPPORT 100000 162040 0 14 29866 14 47630 14 2037 18 744244 0 823777 0 823777 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 27250 13625 13625 NONE 0 INVESTMENT IN CORPORATE BONDS 1183723 1111416 INVESTMENT IN CORPORATE STOCK 3326450 9746097 INVESTMENT IN NORTHSOUND, L.P. AT COST 113597 113597 INVESTMENT IN RADIA, INC. AT COST 1000000 1000000 INVESTMENT IN ZERO MASS WATER AT COST 500000 500000 INVESTMENT IN LEAPLEARNER, INC. AT COST 1500000 1500000 INVESTMENT IN LOWERCARBON 411.2 LP AT COST 441553 441553 INVESTMENT IN N20 333.9 OPPORTUNITY LP AT COST 441823 441823 INVESTMENT IN LOWERCARBON 419.1 LP AT COST 493474 493474 INVESTMENT IN LOWERCARBON CH4 1893.4 OPPORTUNITY, LP AT COST 371086 371086 INVESTMENT IN BETA BOOM FUND II LP AT COST 250000 250000 BOOK COST REVALUATION 1719 SECRETARY OF STATE 200 0 0 LOWERCARBON CH4 1893.4 OPPORTUNITY FUND LP 410 0 0 LOWERCARBON 411.2, LP 1469 0 0 LOWERCARBON N20 333.9 OPPORTUNITY FUND, LP 906 0 0 LOWERCARBON 419.1, LP 2082 0 0 MORGAN STANLEY #0033 - NONTAXABLE DISTRIBUTIONS 2037 0 2037 ACCOUNT MANAGEMENT FEES 36443 18223 18220 FEDERAL TAXES PAID 25000 0 0