The Wf and Marie a Batton Foundation
The Wf and Marie a Batton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN CARLOS, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $284K in total assets. In 2024, it awarded 5 grants totaling $43K. Net investment income was $43K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$284K
-0.2% YoY
Annual Giving
$43K
-4.4% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$9K
-4.4% YoY
Under IRS private-foundation payout rules, The Wf and Marie a Batton Foundation reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.
About The Wf and Marie a Batton Foundation
Based on IRS filings
The Wf and Marie a Batton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN CARLOS, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $284K in total assets. In 2024, it awarded 5 grants totaling $43K. Net investment income was $43K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $284,062 | $284,698 | $301,988 |
| Revenue | $50,583 | $35,529 | $14,997 |
| Expenses | $51,219 | $52,819 | $48,128 |
| Qualifying Distributions | $43,156 | $45,025 | $36,050 |
| Net Investment Income | $42,822 | $27,735 | $3,415 |
| Distributable Amount | $22,090 | $21,830 | $23,359 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lucille Packard Children's Hospital ($12,000), The Mayo Clinic ($10,000), Saint Francis Center ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SISTERS OF NOTRE DAME BELMONT, CA | FOR THE GENERAL FUND | $1,000 |
| LUCILLE PACKARD CHILDREN'S HOSPITAL PALO ALTO, CA | FUNDS FOR CHARIOT CHALLENGE PROGRAM, DEC MY ROOM PROGRAM AND FOR PEDIATRIC PALLIATIVE CARE | $12,000 |
| THE MAYO CLINIC ROCHESTER, MN | FUNDS FOR THE STUDY AND TREATMENT OF AMYLOIDOSIS | $10,000 |
| SAINT FRANCIS CENTER REDWOOD CITY, CA | FUNDS FOR SMART BOARDS, FURNITURE AND LOCAL FIELD TRIP SCHOLARSHIPS | $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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RYAN BALZER | SECRETARY | 1 | — |
| HAROLD J BALZER | TREASURER | 1 | — |
| DEBRA ALVAREZ | DIRECTOR | 1 | — |
| LINDSAY BALZER | DIRECTOR | 1 | — |
| ROSALIE BALZER | DIRECTOR | 1 | — |
| TAMARA BALZER | DIRECTOR | 1 | — |
| LISA COLE | PRESIDENT | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Wf and Marie a Batton Foundation?
The Wf and Marie a Batton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN CARLOS, CA. It holds $284K in total assets as of 2024.
How large is The Wf and Marie a Batton Foundation?
As of 2024, The Wf and Marie a Batton Foundation holds $284K in total assets with $51K in annual revenue. It awarded 5 grants totaling $43K in 2024.
Where does The Wf and Marie a Batton Foundation operate?
The Wf and Marie a Batton Foundation has awarded grants in California, Minnesota.
What size grants does The Wf and Marie a Batton Foundation award?
In 2024, The Wf and Marie a Batton Foundation awarded 5 grants totaling $43K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is The Wf and Marie a Batton Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Wf and Marie a Batton Foundation reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Wf and Marie a Batton Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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