The WF and Marie a Batton Foundation
The WF and Marie a Batton Foundation is a private foundation, based in San Carlos, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $271K in total assets. In 2025, it awarded 5 grants totaling $42K. Net investment income was $30K.
Key facts about The WF and Marie a Batton Foundation
In short: The WF and Marie a Batton Foundation gave $42K across 5 grants in 2025 (avg $8K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 94-3363534
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $42,300
- Grants made (2025)
- 5
- Average grant
- $8,460
- Median grant
- $10,000
- Total assets
- $271,246
- Primary geography
- California (76% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$271K
-4.5% YoY
Annual Giving
$42K
-1.6% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$8K
-1.6% YoY
Under IRS private-foundation payout rules, The WF and Marie a Batton Foundation reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.
How The WF and Marie a Batton Foundation gives
- Giving held roughly steady from 2022 to 2025 (+18%). Method
- In 2025 it paid out 194% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with The WF and Marie a Batton Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $36K (2022) to $76K (2020). In 2025 it made 5 grants totaling $42K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Lucille Packard Children's Hospital ($12K). Together the top 5 received $42K.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 31 grants of 31 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lucille Packard Children's Hospital Palo Alto, CA | Funds for chariot challenge program and make my stay program | $12,000 |
| The Mayo Clinic Rochester, MN | Funds for the Study and Treatment of Amyloidosis | $10,000 |
| Second Harvest Food Bank - Cypress Center San Jose, CA | Funds for the summer meal program for kids and the holiday food drive | $10,000 |
| Saint Francis Center Redwood City, CA | Funds for the Music Program | $9,300 |
| Sisters of Notre Dame Belmont, CA | For the General Fund | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $271,246 | $284,062 | $284,698 |
| Revenue | $38,259 | $50,583 | $35,529 |
| Expenses | $51,075 | $51,219 | $52,819 |
| Qualifying Distributions | $42,350 | $43,156 | $45,025 |
| Net Investment Income | $30,184 | $42,822 | $27,735 |
| Distributable Amount | $21,856 | $22,090 | $21,830 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 6, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
Leadership & Key People
Officers and directors from IRS filings
The WF and Marie a Batton Foundation is led by Lisa Cole, President on every filing since 2019; none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lisa Cole
President
On filings since 2019
1 hr/week
No compensation reported
Debra Alvarez
Director
On filings since 2019
1 hr/week
No compensation reported
Lindsay Balzer
Director
On filings since 2019
1 hr/week
No compensation reported
Rosalie Balzer
Director
On filings since 2019
1 hr/week
No compensation reported
Tamara Balzer
Director
On filings since 2019
1 hr/week
No compensation reported
Harold J. Balzer
Treasurer
Treasurer → Treasurer & Secretary, 2021
Treasurer & Secretary → Treasurer, 2022
On filings since 2019
1 hr/week
No compensation reported
Ryan Balzer
Secretary
Secretary → Vice President, 2021
Vice President → Secretary, 2022
On filings since 2019
1 hr/week
No compensation reported
Former officers (1)
- Former: Marie A. Batton (2019) — President
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The WF and Marie a Batton Foundation
How much does The WF and Marie a Batton Foundation give each year?
The WF and Marie a Batton Foundation gave $42K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $43K across 5 grants.
What is The WF and Marie a Batton Foundation's typical grant size?
The WF and Marie a Batton Foundation's median grant in 2025 was $10,000, and its average grant was $8,460, across 5 grants on its 2025 IRS Form 990-PF.
Where does The WF and Marie a Batton Foundation give grants?
The WF and Marie a Batton Foundation gives mostly in California: 76% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Minnesota (24%).
Does The WF and Marie a Batton Foundation give general operating support?
Yes: 20% of The WF and Marie a Batton Foundation's 2025 grants with a stated purpose (1 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The WF and Marie a Batton Foundation's largest grantees?
The WF and Marie a Batton Foundation's largest 2025 grantees include Lucille Packard Children's Hospital ($12,000), The Mayo Clinic ($10,000) and Second Harvest Food Bank - Cypress Center ($10,000), according to its 2025 IRS Form 990-PF. Together they received 76% of its itemized 2025 grant dollars.
How large is The WF and Marie a Batton Foundation?
The WF and Marie a Batton Foundation reported $271K in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets).
What is The WF and Marie a Batton Foundation's EIN?
The WF and Marie a Batton Foundation's EIN (Employer Identification Number) is 94-3363534. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The WF and Marie a Batton Foundation by hand.
Explore Open Grants
Browse active grant opportunities in The WF and Marie a Batton Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Dome Construction Foundation
South San Francisco, CA
Assets
$185K
Grants
116
Total Given
$356K
Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma
San Francisco, CA
Jewish Federation Bay Area funds programs that strengthen Jewish life, combat antisemitism, respond to crises, support people in need, and advance justice and inclusion. Its work focuses on the Bay Area, Israel, and beyond; 2025 grants had a median of $22,750, though amounts varied widely. It frequently issues requests for proposals and welcomes inquiries about its process, but no current opportunities are listed.
Assets
$2.0B
Grants
1,032
Total Given
$94.5M
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
Becton Family Foundation
Homosassa, FL
The Becton Family Foundation funds arts and music, schools, conservation and heritage projects, and human services, with most 2025 grant dollars going to Maine and additional support in Massachusetts, Florida, California, and Connecticut. Grants ranged from $250 to $35,000, with a median of $2,000. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$162K
Grants
110
Total Given
$465K
Freedom Together Foundation
New York, NY
The foundation funds work to strengthen multiracial democracy and build community and worker power, racial and gender justice, movement infrastructure, reproductive health, medical research, and community institutions. In 2024, its grants ranged from $5,000 to $14 million, with a median of $500,000; its largest shares went to organizations in Washington, DC, New York, California, Massachusetts, and Illinois. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$3.4B
Grants
595
Total Given
$470.0M
Cheeryble Foundation
Encino, CA
The Cheeryble Foundation funds arts and cultural organizations, health and human services, and environmental work, with most of its giving going to California. Its 2024 grants ranged from $155 to $100,000, with a median of $1,625. The filing says giving is not limited to preselected organizations, but does not explicitly state whether it accepts unsolicited requests.
Assets
$2.7M
Grants
44
Total Given
$268K
Dhanam Foundation
Palo Alto, CA
DHANAM FOUNDATION supports a broad mix of charitable work, including education, peace, conservation, and the arts, with 2024 grants primarily going to organizations in Pennsylvania, California, and Washington, DC. Its 38 grants ranged from $5,000 to $12 million, with a median of $50,000; the profile does not state whether it accepts unsolicited requests.
Assets
$254.2M
Grants
38
Total Given
$20.2M
The Neuhar Family Foundation
Los Angeles, CA
Assets
$3.7M
Grants
5
Total Given
$93K
Hometown America Foundation
Chicago, IL
Assets
$897K
Grants
41
Total Given
$67K
Sherman Family Foundation
Mill Valley, CA
Assets
$430K
Grants
7
Total Given
$25K
Elizabeth a Lynn Foundation
Lakeside, MT
The Elizabeth A. Lynn Foundation funds educational programs, including tutoring, mentoring, career training, enrichment, and related capital or operating needs, primarily in Washington’s Puget Sound Corridor, Blaine County, Idaho, and Los Angeles, California. Its 2025 grants ranged from $14,734 to $55,000, with a median of $22,500. It does not accept unsolicited requests; proposals are by invitation only.
Assets
$5.3M
Grants
18
Total Given
$448K
The Mericos Foundation
Pasadena, CA
The Mericos Foundation supports a range of charitable work, including youth development, mental health, food access, homelessness services, outdoor education, and ocean conservation, with most 2024 grant dollars going to California organizations. Its 100 grants ranged from $2,500 to $135,000, with a median of $18,500. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$56.3M
Grants
100
Total Given
$3.1M
More Funders in California
The WF and Marie a Batton Foundation down — hundreds of funders to go?