2025-11-12T15:57:21-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990PF 2024-01-01 943192365 THE BAKER STREET FOUNDATION BAKE 4153562012 135 MAIN STREET 1140 SAN FRANCISCO CA 94105 ROY BUKSTEIN CFO/DIRECTOR 4153562012 2025-11-12 1 1 BRIAN YACKER P00401346 9492222999 2025-11-12 2024 2025-03-06 01:10:19Z X 125758384 X X 1594229 1594229 509588 15159935 9011588 2103817 10605817 0 0 0 69435 34718 34717 544959 364425 180534 152425 0 425 43141 0 43141 809960 399143 258817 7483194 6815835 8293154 399143 7074652 -6189337 10206674 383777 652402 652402 21811834 14819221 14819221 98942956 110286761 110286761 121138567 125758384 125758384 20000 22612 1824214 2541573 178080 419242 2022294 2983427 X 119116273 122774957 119116273 122774957 121138567 125758384 119116273 -6189337 9848021 122774957 0 122774957 CAPITAL GAINS P 2024-01-01 2024-12-31 499172 499172 499172 PUBLICLY TRADED SECURITIES P 2024-01-01 2024-12-31 5794674 5998347 -203673 -203673 PUBLICLY TRADED SECURITIES D 2024-01-01 2024-12-31 8866089 150000 8716089 8716089 9011588 141873 0 141873 0 141873 397758 0 75000 0 472758 X 0 330885 330885 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ROY BUKSTEIN 4153562012 135 MAIN STREET 1140 SAN FRANCISCO CA 94105 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY M MINER 135 MAIN STREET SAN FRANCISCO CA 94105 PRESIDENT/DIRECTOR 2.00 0 0 0 HELEN SEDWICK 135 MAIN STREET SAN FRANCISCO CA 94105 SECRETARY/DIRECTOR 1.00 0 0 0 ROY BUKSTEIN 135 MAIN STREET SAN FRANCISCO CA 94105 CFO/DIRECTOR 4.00 0 0 0 NICOLA MINER 135 MAIN STREET SAN FRANCISCO CA 94105 DIRECTOR 1.00 0 0 0 LUKE MINER 135 MAIN STREET SAN FRANCISCO CA 94105 DIRECTOR 1.00 0 0 0 NONE 0 OFFIT HALL CAPITAL MANAGEMENT LLC ONE MARITIME PLAZA SAN FRANCISCO CA 94111 INVESTMENT ADVISORY 314843 ARABELLA 601 CALIFORNIA STREET SAN FRANCISCO CA 94108 CONSULTING 180534 BAKER TILLY US LLP 50 FREMONT STREET SUITE 400 SAN FRANCISCO CA 94105 ACCOUNTING 69435 0 0 39951350 423780 87332914 127708044 0 0 127708044 1915621 125792423 6289621 6289621 141873 141873 6147748 0 6147748 0 6147748 7074652 0 7074652 6147748 0 0 1588146 6132463 3422767 3913937 2502727 17560040 7074652 0 0 0 6147748 926904 0 0 18486944 0 0 0 0 0 0 1588146 16898798 6132463 3422767 3913937 2502727 926904 MARY M MINER X 826 VALENCIA 826 VALENCIA STREET SAN FRANCISCO CA 94110 NONE PC OPERATING EXPENSES 50000 A HOME WITHIN 195 41ST STREET 11172 OAKLAND CA 94611 NONE PC OPERATING EXPENSES 263107 ALL HOME 220 MONTGOMERY ST STE 850 SAN FRANCISCO CA 94104 NONE PC OPERATING EXPENSES 100000 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVENUE FLOOR 17 CHICAGO IL 60601 NONE PC OPERATING EXPENSES 100000 BAY AREA DISCOVERY MUSEUM 557 MCREYNOLDS ROAD SAUSALITO CA 94965 NONE PC OPERATING EXPENSES 55000 BROWN UNIVERSITY 69 BROWN STREET BOX 1822 PROVIDENCE RI 02912 NONE PC SUPPORT MENTAL HEALTH INITIATIVE 500000 CAL PERFORMANCES 101 ZELLERBACH HALL 4800 BERKELEY CA 94720 NONE PC OPERATING EXPENSES 142455 CALIFORNIA ACADEMY OF SCIENCE 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO CA 94118 NONE PC REIMAGINING SAN FRANCISCO 200000 CALMATTERS 1017 L STREET 261 SACRAMENTO CA 95814 NONE PC OPERATING EXPENSES 50000 CHAPIN HALL 1313 EAST 60TH STREET CHICAGO IL 60637 NONE PC OPERATING EXPENSES 100000 CHRONICLE SEASON OF SHARING PO BOX 7844 SAN FRANCISCO CA 94120 NONE PC OPERATING EXPENSES 150000 COMMUNITY MUSIC CENTER 544 CAPP STREET SAN FRANCISCO CA 94110 NONE PC OPERATING EXPENSES 25000 CREATIVE GROWTH 355 24TH STREET OAKLAND CA 94612 NONE PC OPERATING EXPENSES 5000 FIRST TEE 99 HARDING ROAD SAN FRANCISCO CA 94132 NONE PC OPERATING EXPENSES 5000 FRENCH AMERICAN INTERNATIONAL SCHOOL 150 OAK STREET SAN FRANCISCO CA 94102 NONE PC OPERATING EXPENSES 50000 FRIENDS & FOUNDATION OF THE SAN FRANCISCO LIBRARY 710 VAN NESS AVENUE SAN FRANCISCO CA 94102 NONE PC OPERATING EXPENSES 100000 GIRLS INC 120 WALL STREET NEW YORK NY 10005 NONE PC OPERATING EXPENSES 50000 GIVEDIRECTLY INC PO BOX 3221 NEW YORK NY 10008 NONE PC OPERATING EXPENSES 150000 GOLDEN GATE NATIONAL PARKS CONSERVANCY 201 FORT MASON 3RD FLOOR SAN FRANCISCO CA 94123 NONE PC OPERATING EXPENSES 50000 GRABHORN INSTITUTE 1802 HAYS STREET SAN FRANCISCO CA 94129 NONE PC MOVING EXPENSES 100000 HEALTHRIGHT 360 1563 MISSION STREET 2050 SAN FRANCISCO CA 94103 NONE PC OPERATING EXPENSES 100000 HOMELESS YOUTH ALLIANCE 1770 HAIGHT STREET SAN FRANCISCO CA 94117 NONE PC OPERATING EXPENSES 100000 INDEPENDENT ARTS & MEDIA PO BOX 420442 SAN FRANCISCO CA 94142 NONE PC CINEMASF UPGRADE TO THEATERS 200000 INTERMUSIC SF 1446 MARKET STREET SAN FRANCISCO CA 94102 NONE PC OPERATING EXPENSES 40000 INTERNATIONAL FUND FOR PHOTOGRAPHY 55 VIA FARALLON ORINDA CA 94563 NONE PC TBW BOOKS 100000 KINGMAKERS OF OAKLAND 745 ARIMO AVENUE OAKLAND CA 94610 NONE PC OPERATING EXPENSES 75000 KQED 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 NONE PC OPERATING EXPENSES 75000 LITQUAKE FOUNDATION 268 BUSH STREET 4226 SAN FRANCISCO CA 94104 NONE PC OPERATING EXPENSES 25000 LOS CENZONTLES MEXICAN ARTS CENTER 13108 SAN PABLO AVENUE SAN PABLO CA 94805 NONE PC OPERATING EXPENSES 100000 MEMORIAL SLOAN KETTERING 1275 YORK AVENUE NEW YORK NY 10065 NONE PC OPERATING EXPENSES 100000 MUSEUM OF PERFORMANCE AND DESIGN 893B FOLSOM STREET SAN FRANCISCO CA 94107 NONE PC OPERATING EXPENSES 30000 NATIONAL REDISTRICTING FOUNDATION 17 EAST MONROE STREET 214 CHICAGO IL 60603 NONE PC OPERATING EXPENSES 50000 NEPAL SEEDS 800 KANSAS STREET SAN FRANCISCO CA 94107 NONE PC OPERATING EXPENSES 10000 NEWSMATCH 8549 WILSHIRE BLVD 2294 BEVERLY HILLS CA 90211 NONE PC OPERATING EXPENSES 50000 ODCDANCE 351 SHOTWELL STREET SAN FRANCISCO CA 94110 NONE PC OPERATING EXPENSES 25000 PERFORMING ARTS WORKSHOP 1661 TENNESSEE STREET UNIT 3-O SAN FRANCISCO CA 94107 NONE PC OPERATING EXPENSES 25000 PLANNED PARENTHOOD 75 PIEDMONT AVENUE SUITE 800 ATLANTA GA 30303 NONE PC OPERATING EXPENSES 25000 PRO PUBLICA 155 AVENUE OF THE AMERICAS 13TH FLOOR NEW YORK NY 10013 NONE PC OPERATING EXPENSES 50000 RANDALL MUSEUM 745 TREAT AVENUE SAN FRANCISCO CA 94110 NONE PC OPERATING EXPENSES 20000 SAFE AND SOUND 1757 WALLER STREET SAN FRANCISCO CA 94117 NONE PC OPERATING EXPENSES 40000 SAN FRANCISCO BALLET 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 NONE PC OPERATING EXPENSES 1000000 SAN FRANCISCO BOTANICAL GARDEN SOCIETY 1199 9TH AVENUE AT LINCOLN WAY SAN FRANCISCO CA 94122 NONE PC OPERATING EXPENSES 40000 SAN FRANCISCO CASA 2535 MISSION STREET SAN FRANCISCO CA 94110 NONE PC OPERATING EXPENSES 25000 SAN FRANCISCO FOUNDATION ONE EMBARCADERO CENTER 1400 SAN FRANCISCO CA 94111 NONE PC OPERATING EXPENSES 100000 SAN FRANCISCO FREE CLINIC 4900 CALIFORNIA STREET SAN FRANCISCO CA 94118 NONE PC OPERATING EXPENSES 50000 SAN FRANCISCO JAZZ FESTIVAL 201 FRANKLIN STREET SAN FRANCISCO CA 94102 NONE PC OPERATING EXPENSES 100000 SAN FRANCISCO JEWISH COMMUNITY CENTER 3200 CALIFORNIA STREET SAN FRANCISCO CA 94118 NONE PC OPERATING EXPENSES 5000 SAN FRANCISCO MARIN FOOD BANK 710 VAN NESS AVENUE SAN FRANCISCO CA 94102 NONE PC ENDOWMENT 200000 SAN FRANCISCO MUSEUM OF MODERN ART 151 THIRD STREET SAN FRANCISCO CA 94103 NONE PC OPERATING EXPENSES 100000 SAN FRANCISCO PARK ALLIANCE 1074 FOLSOM STREET SAN FRANCISCO CA 94103 NONE PC INDIAN BASIN PROJECT 625000 STABLE HOME FUND 11 JOHN STREET 3RD FLOOR NEW YORK NY 10038 NONE PC OPERATING EXPENSES 100000 STANFORD UNIVERSITY 450 JANE STANFORD WAY STANFORD CA 94305 NONE PC OPERATING EXPENSES 100000 SUNBURST PROJECTS PO BOX 7771 SANTA ROSA CA 95407 NONE PC OPERATING EXPENSES 40000 TENDERLOIN NEIGHBORHOOD DEVELOPMENT CENTER 201 EDDY STREET SAN FRANCISCO CA 94102 NONE PC OPERATING EXPENSES 50000 THE LAST MILE (TURN 2 U INC) 548 MARKET STREET PMB 70892 SAN FRANCISCO CA 94104 NONE PC OPERATING EXPENSES 60000 UNIVERSITY OF COLORADO BOULDER 1045 14TH ST BOULDER CO 80302 NONE PC OPERATING EXPENSES 200273 UNIVERSITY OF SAN FRANCISCO 2130 FULTON STREET SAN FRANCISCO CA 94117 NONE PC OPERATING EXPENSES 225000 WOMEN'S SUFFRAGE NATIONAL MONUMENT FOUNDATION PO BOX 1951 LOVELAND CO 80539 NONE PC OPERATING EXPENSES 250000 YERBA BUENA CENTER FOR THE ARTS 701 MISSION STREET SAN FRANCISCO CA 94103 NONE PC OPERATING EXPENSES 35000 YOUTH TENNIS ADVANTAGE 1717 POWELL STREET SUITE 100 SAN FRANCISCO CA 94133 NONE PC OPERATING EXPENSES 25000 6815835 A HOME WITHIN 195 41ST STREET 11172 OAKLAND CA 94611 NONE PC OPERATING EXPENSES 526213 BROWN UNIVERSITY 69 BROWN STREET BOX 1822 PROVIDENCE RI 02912 NONE PC OPERATING EXPENSES 2000000 CAL PERFORMANCES 101 ZELLERBACH HALL 4800 BERKELEY CA 94720 NONE PC GOLDEN BEAR CIRCLE INITIATIVE 370665 INTERNATIONAL FUND FOR PHOTOGRAPHY 55 VIA FARALLON ORINDA CA 94563 NONE PC OPERATING EXPENSES 500000 SAN FRANCISCO PARK ALLIANCE 1074 FOLSOM STREET SAN FRANCISCO CA 94103 NONE PC INDIAN BASIN PROJECT 500000 SAN FRANCISCO PARK ALLIANCE 1074 FOLSOM STREET SAN FRANCISCO CA 94103 NONE PC OPERATING EXPENSES 50000 3946878 14 1594229 18 509588 0 2103817 0 2103817 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 69435 34718 34717 SCHWAB #4521 INVESTMENTS 12452716 12452716 SCHWAB #9436 INVESTMENTS 2366505 2366505 FIDELITY #7937 BLACKROCK BOND FMV 8442284 8442284 SCHWAB #7545 APERIO FMV 14511573 14511573 HEDGE FUNDS FMV 87332904 87332904 UNREALIZED GAIN 9317183 PRIOR PERIOD ADJUSTMENT 530838 DEFERRED EXCISE TAX PROVISION 178080 419242 INVESTMENT ADVISORY FEES 364425 364425 0 CONSULTING FEES 180534 0 180534 FEDERAL TAXES 152000 0 0 STATE TAXES 425 0 425