2025-04-17T22:12:22-05:00 2024-12-31 Baker Tilly Advisory Group LP 3 Lagoon Drive Ste 400 Redwood CIty CA 94065 990PF 2024-01-01 376027471 THE WOLFE FOUNDATION % MICHAEL GOLDSTEIN WOLF 1514 BRANDYWINE ROAD SAN MATEO CA 94402 michael goldstein treasurer 6503654646 2025-04-17 true true MICHAEL S GOLDSTEIN P01252695 6503654646 2024 2025-03-06 01:10:19Z X 373012 X 0 X 38 38 10198 10198 11805 25154 11805 22041 22041 0 389 1423 1107 316 1812 1107 316 30000 30000 31812 1107 30316 -9771 20934 3465 7042 259161 245813 373012 262626 252855 373012 0 0 X 262626 252855 262626 252855 262626 252855 262626 -9771 252855 252855 PUBLICLY TRADED SECURITIES P 25154 13349 11805 11805 11805 291 291 291 200 0 200 91 false false false false false false false true true CA IL true false false false false true N/A MICHAEL GOLDSTEIN 6507012206 1514 BRANDYWINE RD san mateo CA 944023803 false false false false false false false false false false false false false false false false false false false false BARBARA E GOLDSTEIN 1683 WHITE CREEK LANE SAN JOSE CA 95125 PRESIDENT 0.5 0 0 0 MICHAEL S GOLDSTEIN 1514 BRANDYWINE ROAD SAN MATEO CA 94402 SECRETARY, TREASURER 0.5 0 0 0 THERESE M VANDENBERG 1514 BRANDYWINE ROAD SAN MATEO CA 94402 DIRECTOR 0.5 0 0 0 388649 12607 0 401256 0 401256 6019 395237 19762 19762 291 291 19471 19471 19471 30316 0 0 0 0 30316 19471 0 2022 2021 2020 0 15634 18184 13914 11991 15475 75198 30316 0 19471 10845 86043 0 0 0 0 15634 70409 18184 13914 11991 15475 10845 NONE NONE X ULTIMATE IMPACT INC 1229A 3RD AVENUE SAN FRANCISCO CA 94122 none PC UNRESTRICTED 2500 UNIVERSITY OF ILLINOIS FOUNDATION 1305 W GREEN ST URBANA IL 61801 none PC unrestricted 1000 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO 121 STEUART STREET SAN FRANCISCOC CA 94105 none PC unrestricted 1000 planned parenthood 3131 ALUM ROCK AVE SAN JOSE CA 95127 none PC unrestricted 2500 AMERICAN FRIENDS OF MAGEN DAVID ADOM 352 SEVENTH AVENUE STE 400 NEW YORK NY 10001 none PC unrestricted 2000 REEF PO BOX 0246 KEY LARGO FL 33037 NONE PC unrestricted 1000 THE AFRICAN LIBRARY PROJECT 5 THISTLE STREET PORTOLA VALLEY CA 94028 NONE PC unrestricted 2000 THE CORAL REEF ALLIANCE 1330 BROADWAY OAKLAND CA 94612 NONE PC unrestricted 500 SECOND HARVEST FOOD BANK 750 CURTNER AVENUE SAN JOSE CA 95125 NONE PC unrestricted 2500 THE MARFAN FOUNDATION 22 MANHASSET AVENUE PORT WASHINGTON NY 11050 NONE PC UNRESTRICTED 1500 MONTEREY BAY AQUARIUM 886 CANNERY ROW MONTEREY CA 93940 NONE PC UNRESTRICTED 1000 SEMPER FI FUND PO BOX 555193 CAMP PENDELTON CA 92055 NONE PC UNRESTRICTED 1500 MONO LAKE COMMITTEE PO BOX 29 LEE VINING CA 93541 NONE PC UNRESTRICTED 500 HOPE SERVICES 1555 PARKMOOR AVE SAN JOSE CA 95128 NONE PC UNRESTRICTED 1000 JEWISH FAMILY & CHILDREN'S SERVICES 2150 POST STREET SAN FRANCISCO CA 94115 NONE PC UNRESTRICTED 1000 JEWISH VOCATIONAL SERVICES 225 BUSH STREET SAN FRANCISCO CA 94104 NONE PUBLIC UNRESTRICTED 2000 THE NATURE CONSERVANCY 4245 FAIRFAX DR 100 ARLINGTON VA 22203 NONE PC UNRESTRICTED 1000 NINE LIVES FOUNDATION 3016 ROLISON RD REDWOOD CITY CA 94063 NONE PC UNRESTRICTED 1000 JEWISH FEDERATION OF SILICON VALLEY 14855 OAK RD 200 LOS GATOS CA 95032 NONE PC UNRESTRICTED 1500 MEALS ON WHEELS SANTA CLARA COUNTY 1400 PARKMOOR AVE 230 SAN JOSE CA 95126 NONE PC UNRESTRICTED 1000 CALIFORNIA ACADEMY OF SCIENCES 55 MUSIC CONCOURSE DR SAN FRANCISCO CA 94118 NONE PC UNRESTRICTED 1000 JEWISH HOME AND SENIOR LIVING FDN 302 SILVER AVE SAN FRANCISCO CA 94112 UNRESTRICTED 1000 30000 14 38 14 10198 18 11805 22041 22041 false false false false false false false false false false CHARLES SCHWAB - CORP STOCK 245813 373012 STATE FILING FEES 90 90 CORPORATE AGENT FEE 452 226 226 INVESTMENT MANAGEMENT FEES 881 881 EXCISE TAX 389