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.
The WF and Marie a Batton Foundation at a glance
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.
- Annual giving (2025)
- $42,300
- -1.6% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $8,460
- -1.6% vs 2024
- Median grant
- $10,000
- Total assets
- $271,246
- -4.5% vs 2024
- Primary geography
- California (76% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The WF and Marie a Batton Foundation funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
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.
Giving History
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.
Grants by year
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 |
Ready to take the next step with The WF and Marie a Batton Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $271,246 | $38,259 | $51,075 | $42,300 | 5 | $42,350 | $30,184 | $21,856 |
| 2024 | $284,062 | $50,583 | $51,219 | $43,000 | 5 | $43,156 | $42,822 | $22,090 |
| 2023 | $284,698 | $35,529 | $52,819 | $45,000 | 5 | $45,025 | $27,735 | $21,830 |
| 2022 | $301,988 | $14,997 | $48,128 | $36,000 | 5 | $36,050 | $3,415 | $23,359 |
| 2021 | $335,119 | $52,447 | $67,656 | $63,000 | 11 | $63,141 | $48,432 | $26,592 |
| 2020 | $350,328 | $118,183 | $82,709 | $75,500 | 11 | — | $11,118 | $23,542 |
| 2019 | $314,854 | $29,615 | $79,447 | $71,900 | 11 | — | $22,772 | $23,582 |
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.
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.
Data update history
(7)
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)
Live grants for the work The WF and Marie a Batton Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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
Shan's Foundation
Los Gatos, CA
Assets
$378K
Grants
7
Total Given
$20K
Peter Uccelli Foundation
Redwood City, CA
The Peter Uccelli Foundation supports arts and community organizations, scholarships, and other charitable causes, with grants typically around $2,000 (2025 awards ranged from $50 to $5,000). It is based in Redwood City, California, and most 2025 funding went to California, though it also gave in several other states. The filing says it does not restrict giving to preselected organizations, but does not specify whether it accepts unsolicited requests.
Assets
$161K
Grants
15
Total Given
$27K
McKesson Foundation Inc
Dallas, TX
The McKesson Foundation funds cancer support and care, healthcare workforce pathways, and emergency response, with grants mainly supporting organizations in the United States and Canada. Its 2025 grants had a median of $100,000, though amounts ranged from $10,000 to about $2.47 million. Its filing says it does not accept unsolicited requests, while its application page describes an online application process with stated submission windows.
Assets
$1.6M
Grants
76
Total Given
$16.6M
Chizen Family Foundation
Los Angeles, CA
The Chizen Family Foundation supports a varied mix of organizations, including those focused on food access, education, arts, and media. In 2024, grants ranged from $110 to $100,000, with a median of $3,750; most funding went to California, followed by Pennsylvania. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$12.0M
Grants
20
Total Given
$385K
The Coach Foundation Inc
New York, NY
The Coach Foundation supports education, scholarships, mentorship, and youth-voice initiatives for students from historically underrepresented and marginalized communities, with grants to organizations in the U.S. and internationally. Its 2025 grants ranged from $10,000 to $1 million, with a median of $70,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$77.2M
Grants
21
Total Given
$3.8M
The Greathouse Family Foundation
Los Altos, CA
The Greathouse Family Foundation funds medical and other research, education resources, physician residency support, community and emergency assistance, and other charitable activities. In 2025, grants ranged from $2,500 to $150,000, with a median of $10,250; funding went mainly to California, with grants also in Georgia, Washington, DC, Massachusetts, and New York. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$19.2M
Grants
24
Total Given
$821K
More similar funders
More Funders in California
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The WF and Marie a Batton Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The WF and Marie a Batton Foundation down — hundreds of funders to go?