2014-11-14T16:06:30-06:00 2013-12-31 ALVAREZ & MARSAL TAXAND LLC 100 PINE STREET SUITE 900 SAN FRANCISCO CA 94111 990PF 2013-01-01 943350554 BATTLE FAMILY FOUNDATION % A GEORGE BATTLE BATT 5108483653 35 VICENTE ROAD Suite BERKELEY CA 94705 A GEORGE BATTLE PRESIDENT 5108483653 2014-11-10 true ANTHONY L FULLER P00238409 5108483653 2013 2015-12-30 17:16:21Z X 9519791 X 1585600 39453 41470 33956 35056 139 139 139 752841 2235533 752973 11931 11931 2423920 841569 0 83462 41734 41728 2985 1493 1492 16583 1574 0 105 0 0 103135 44801 43220 249621 249621 352756 44801 292841 2071164 796768 83784 388047 388047 2245483 4042846 7111300 1818116 1792550 1804847 236989 215597 215597 4384372 6439040 9519791 0 X 4384372 6439040 4384372 6439040 4384372 6439040 4384372 2071164 6455536 16496 6439040 MORGAN STANLEY 814 890097 558 P 2006-05-30 2013-02-06 142581 2155 140426 140426 MORGAN STANLEY 814 890043 558 P 2011-05-18 2013-02-08 783626 249975 533651 533651 MORGAN STANLEY 814 013613 558 P 136816 134524 2292 2292 MORGAN STANLEY 814 013613 558 P 12 0 12 12 MORGAN STANLEY 814 013613 558 P 49443 39473 9970 9970 MORGAN STANLEY 814 013613 558 P 224895 199137 25758 25758 MORGAN STANLEY 814 890033 558 P 68687 58603 10084 10084 MORGAN STANLEY 814 890050 558 P 408798 405103 3695 3695 MORGAN STANLEY 814 890050 558 P 302945 300159 2786 2786 DISPOSITION OF RAMIUS LEVERED MULTI-STRATEGY FOF LP P 2004-12-31 2013-12-31 37755 3898 33857 33857 MORGAN STANLEY 814 890033 558 P 77472 72684 4788 4788 MORGAN STANLEY 814 890033 558 P 38 32 6 6 MORGAN STANLEY 814 890033 558 P 17392 15390 2002 2002 MORGAN STANLEY 814 890033 558 P 1725 1427 298 298 DISPOSITION OF ENERGY TRANSFER PARTNERS LP P 134 0 134 134 SECTION 1231 GAIN FROM RAMIUS LEVERED MULTI-STRATEGY FOF LP K-1 P 563 0 563 563 SECTION 1231 GAIN FROM ENERGY TRANSFER PARTNERS LP K-1 P 1 0 1 1 CAPITAL GAIN DIVIDENDS P 132 752973 false 239899 5154006 0.046546 233406 5055460 0.046169 212953 4546605 0.046838 162671 3838673 0.042377 268290 4204260 0.063814 0.245744 0.049149 7077909 347872 7968 355840 292841 15935 15935 15935 13853 13853 X 2082 false false false false false true true false false true CA true false false false false true N/A A GEORGE BATTLE 5108483653 35 VICENTE ROAD BERKELEY CA 94705 false false false false false false false false false false false false false false false false false false false false false false A GEORGE BATTLE 35 VICENTE ROAD BERKELEY CA 94705 PRESIDENT 0 0 0 0 EMILY T BATTLE 287 THE UPLANDS BERKELEY CA 94705 VP & TREASURER 0 0 0 0 DANIEL K BATTLE 1533 5TH STREET OAKLAND CA 94607 SECRETARY 0 0 0 0 N/A NONE 6558605 513492 113597 7185694 0 7185694 107785 7077909 353895 353895 15935 15935 337960 337960 337960 292841 0 0 0 0 292841 292841 337960 0 2011 2010 2009 0 59427 59427 292841 0 292841 0 45119 45119 14308 0 0 0 0 14308 A GEORGE BATTLE NONE X BERKELEY COMMUNITY FUND 2112 MARTIN LUTHER KING JR WAY Berkeley CA 94704 NONE SECTION 501(C)(3) GENERAL SUPPORT 35000 FROM RAMIUS LEVERED MULTI-STRATEGY FOF LP K-1 C/O RAMIUS LLC 599 LEXINGTON AVENUE NEW YORK NY 10022 NONE N/A CHARITABLE CONTRIBUTIONS PASSED THROUGH FROM RAMIUS LEVERED MULTI-STRATEGY FOF LP K-1. 1 FREIGHT & SALVAGE 2020 ADDISON STREET BERKELEY CA 94704 NONE SECTION 501(C)(3) GENERAL SUPPORT 40000 THE ASPEN INSTITUTE ONE DUPONT CIRCLE NW SUITE 700 WASHINGTON DC 200361133 NONE SECTION 501(C)(3) GENERAL SUPPORT 2996 ALAMEDA COUNTY FOOD BANK PO BOX 2599 OAKLAND CA 94614 NONE SECTION 501(C)(3) GENERAL SUPPORT 25000 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 037553555 NONE SECTION 501(C)(3) GENERAL SUPPORT 50000 OPERATION RAINBOW 4200 PARK BLVD PMB 157 OAKLAND CA 94705 NONE SECTION 501(C)(3) GENERAL SUPPORT 500 SONOMA LAND TRUST 966 SONOMA AVENUE SANTA ROSA CA 95404 NONE SECTION 501(C)(3) GENERAL SUPPORT 15000 BERKELEY YMCA 2001 ALLSTON WAY BERKELEY CA 94704 NONE SECTION 501(C)(3) GENERAL SUPPORT 49880 PONAGANSET HIGH SCHOOL 137 ANAN WADE ROAD NORTH SCITUATE RI 02857 NONE GENERAL SUPPORT 1244 SENECA CENTER 2275 ARLINGTON DRIVE SAN LEANDRO CA 94578 NONE GENERAL SUPPORT 30000 249621 14 39453 14 33956 16 139 93 18 11838 -125 18 752966 -32 838352 838320 false false false false false false false false false false X X 1 A GEORGE BATTLE 35 VICENTE ROAD BERKELEY CA 94705 1585600 X 1 20,000 SHARES WORKDAY INC. CLASS B COMMON STOCK 1585600 2013-12-04 NONE INVESTMENT IN CORPORATE BONDS 1792550 1804847 INVESTMENT IN CORPORATE STOCK 4042846 7111300 INVEST. IN RAMIUS LEVERED FOF 0 0 INVEST. IN NORTHSOUND, L.P. 113597 113597 INVEST. IN SUNGEVITY 102000 102000 INVEST. IN ENERGY TRANSFER LP 0 0 PRIOR PERIOD NONCASH BASIS ADJUSTMENT 16496 CA FRANCHISE TAX BOARD 10 0 0 ATTORNEY GENERAL REGISTRY 75 0 0 SECRETARY OF STATE 20 0 0 MORGAN STANLEY 814 890050 558 1578 1578 FROM RAMIUS LEVERED MULTI-STRATEGY FOF 1556 1556 MORGAN STANLEY 0A7 108267 7 7 MORGAN STANLEY 814 890033 558 3331 3331 FROM ENERGY TRANSFER PARTNERS, L.P. -82 -82 MORGAN STANLEY 814 013613 558 5541 5541 TAX PREPARATION FEES 49500 24750 24750 FROM RAMIUS LEVERED FOF LP 2545 1273 1272 ACCOUNT MANAGEMENT FEES 31417 15711 15706 MS 014 AG2159 - FEDERAL TAX 15000 0 0 RAMIUS K-1 - FEDERAL TAX 9 0 0 MS 0A7 108267 - FOREIGN TAX 11 11 0 MS 814890042558 - FOREIGN TAX 17 17 0 RAMIUS K-1 - FOREIGN TAXES 19 19 0 MS 814013613558 - FOREIGN TAX 1527 1527 0