2021-11-11T15:07:33-06:00 2020-12-31 420714325 RSM US LLP 30 SOUTH WACKER DR SUITE 3300 CHICAGO IL 606063392 990PF 2020-01-01 943350554 BATTLE FAMILY FOUNDATION BATT 5108483563 35 VICENTE RD BERKELEY CA 947051603 A GEORGE BATTLE PRESIDENT 5108483563 2021-11-11 1 A GEORGE BATTLE XXX-XX-XXXX CHAD THOMPSON P01020547 3126343400 2021-11-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 18671880 X X 28061 28591 45897 45936 927878 2270242 928243 938 0 1002774 1002770 0 0 0 15498 7749 7749 36173 18087 18086 4741 2371 2370 50003 3 0 2660 0 0 109075 28210 28205 788583 788583 897658 28210 816788 105116 974560 214914 187732 187732 4179926 3048454 14120084 1177890 1194769 1250467 1613597 3113597 3113597 7186327 7544552 18671880 250000 0 250000 X 0 0 0 0 7186327 7294552 7186327 7294552 7186327 7544552 7186327 105116 3109 7294552 0 7294552 MORGAN STANLEY #0033 - DETAIL AVAILABLE UPON REQUEST 378976 463784 -84808 -84808 MORGAN STANLEY #0033 - DETAIL AVAILABLE UPON REQUEST 341184 340439 745 745 MORGAN STANLEY #0043 - DETAIL AVAILABLE UPON REQUEST 999852 3200 996652 996652 MORGAN STANLEY #0050 - DETAIL AVAILABLE UPON REQUEST 93959 90515 3444 3444 MORGAN STANLEY #0050 - DETAIL AVAILABLE UPON REQUEST 455581 444061 11520 11520 CAPITAL GAINS DIVIDENDS P 690 690 690 928243 13546 0 13546 0 13546 26683 0 0 0 26683 0 13137 13137 0 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 13443476 210694 3113597 16767767 0 0 16767767 251517 16516250 825813 825813 13546 13546 812267 0 812267 0 812267 816788 0 816788 0 816788 812267 0 0 151969 94240 1848770 2646211 4741190 816788 0 0 0 812267 4521 0 0 4745711 0 0 0 0 0 0 151969 4593742 94240 1848770 2646211 4521 A GEORGE BATTLE X BERKELEY COMMUNITY FUND 2111 MARTIN LUTHER KING JR WAY BERKELEY CA 94704 NONE PC GENERAL SUPPORT 50000 BERKELEY REPERTORY THEATRE 999 HARRISON STREET BERKELEY CA 94710 NONE PC GENERAL SUPPORT 10000 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 037554400 NONE PC GENERAL SUPPORT 356885 PONAGANSET EDUCATION FOUNDATION 91 ANAN WADE RD NORTH SCITUATE RI 02857 NONE PC GENERAL SUPPORT 50000 SAFE & SOUND 1757 WALLER STREET SAN FRANCISCO CA 94117 NONE PC GENERAL SUPPORT 20000 ALAMEDA COUNTY MEALS ON WHEELS 1721 BROADWAY 201 OAKLAND CA 94612 NONE PC GENERAL SUPPORT 525 YMCA OF THE EAST BAY 2330 BROADWAY OAKLAND CA 94612 NONE PC GENERAL SUPPORT 250000 DONORSCHOOSEORG PO BOX 7247 PHILADELPHIA PA 191706656 NONE PC GENERAL SUPPORT 1173 SENECA FAMILY OF AGENCIES 8945 GOLF LINKS ROAD OAKLAND CA 94605 NONE PC GENERAL SUPPORT 50000 788583 0 14 28061 14 45897 14 938 18 927878 0 1002774 0 1002774 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 15498 7749 7749 NONE 0 INVESTMENT IN CORPORATE BONDS 1194769 1250467 INVESTMENT IN CORPORATE STOCK 3048454 14120084 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 ATTORNEY GENERAL REGISTRY 150 0 0 CA FRANCHISE TAX BOARD 10 0 0 OTHER EXPENSES 2500 0 0 MORGAN STANLEY #0033 - NONTAXABLE DISTRIBUTIONS 938 0 938 BOOK COST REVALUATION 3109 ACCOUNT MANAGEMENT FEES 36173 18087 18086 MORGAN STANLEY #0033 - FOREIGN TAXES 3 3 0 MORGAN STANLEY #0042 - FEDERAL TAXES 50000 0 0