2025-11-17T13:21:41-05:00 2024-12-31 262480144 DIAWARA & ASSOCIATES CPAS 1900 S NORFOLK STREET SUITE 350 SAN MATEO CA 94403 990PF 2024-01-01 943117882 THE MIDDLETON FOUNDATION MIDD 6504012000 1300 SOUTH EL CAMINO REAL STE 203 SAN MATEO CA 94402 FRED A MIDDLETON PRESIDENT & CEO 6504012000 2025-11-11 true true KARIFA DIAWARA P00845765 6503201782 2025-11-17 2024 2025-03-06 01:10:19Z X 18579728 X X 808357 808357 376733 3773276 376733 36773 36773 1221863 1221863 22000 11000 11000 103402 103402 16778 6658 120 6460 6460 1478 1478 150118 121060 19058 783500 783500 933618 121060 802558 288245 1100803 361756 559335 559336 1148501 756639 730266 7489785 8070548 12231516 4724758 4696229 5058610 13724800 14082751 18579728 155200 169700 155200 169700 X 13569600 13913051 13569600 13913051 13724800 14082751 13569600 288245 55206 13913051 13913051 ML - ACCOUNTS (ALL) P 2020-01-01 2024-12-31 3773276 3396543 376733 376733 376733 15301 15301 15301 22584 20000 42584 27283 27283 false false false false false false false true true CA true false false false false true N/A FRED MIDDLETON 6504012000 1300 SOUTH EL CAMINO REAL STE 203 SAN MATEO CA 94402 false false false false false false false false false false false false false false false false false false false false FRED A MIDDLETON 1300 SOUTH EL CAMINO REAL STE 203 SAN MATEO CA 94402 PRESIDENT & 4.00 0 0 0 NONE MERRILL LYNCH MERRILL LYNCH 600 CALIFORNIA ST 8TH FL 600 CALIFORNIA ST 8TH FL SAN FRANCISCO CA 94108 INVESTMENT MGMT 103402 N/A 17172583 446236 0 17618819 17618819 264282 17354537 867727 867727 15301 15301 852426 852426 852426 802558 802558 852426 21030 50080 71110 802558 802558 49868 49868 21242 0 21242 21242 FRED A MIDDLETON X JAMES BEARD FOUNDATION JAMES BEARD FOUNDATION 167 W 12TH ST 167 W 12TH ST NEW YORK NY 10011 NONE 501(C)(3) CHARITY 4000 AMERICAN CORNERSTONE INSTITUTE AMERICAN CORNERSTONE INSTITUTE 50 F STREET NW STE 530 50 F STREET NW STE 530 WASHINGTON DC 20001 NONE 501(C)(3) CHARITY 100 AMERICAN SCHOOL IN LONDON AMERICAN SCHOOL IN LONDON 1 WAVERLEY PL 1 WAVERLEY PL LONDON UK NONE 501(C)(3) CHARITY 1000 ANANDA CHURCH ANANDA CHURCH 2171 EL CAMINO REAL 2171 EL CAMINO REAL PALO ALTO CA 94306 NONE 501(C)(3) CHARITY 5000 CA HIGHWAY PATROL 11-99 CA HIGHWAY PATROL 11-99 601 N 7TH ST 601 N 7TH ST SACRAMENTO CA 95811 NONE 501(C)(3) CHARITY 1000 CALIFORNIA STATE PARKS FND CALIFORNIA STATE PARKS FND 50 FRANCISCO ST 50 FRANCISCO ST SAN FRANCISCO CA 94133 NONE 501(C)(3) CHARITY 1000 COALITION TO SALUTE AMER COALITION TO SALUTE AMER 12 GODFREY PLACE 12 GODFREY PLACE WILTON CT 06897 NONE 501(C)(3) CHARITY 2000 COMMONWEALTH CLUB OF CA COMMONWEALTH CLUB OF CA 110 THE EMBARCADERO 110 THE EMBARCADERO SAN FRANCISCO CA 94105 NONE 501(C)(3) CHARITY 600 DAMON RUNYON CANCER RESEARCH FND DAMON RUNYON CANCER RESEARCH FND 55 BROADWAY STE 302 55 BROADWAY STE 302 NEW YORK NY 10006 NONE 501(C)(3) CHARITY 1000 FILOLI FILOLI 86 CANADA RD 86 CANADA RD WOODSIDE CA 94062 NONE 501(C)(3) CHARITY 500 HARWARD UNIVERSITY GIFT HAWARDS UNIVERSITY GIFT 124 MOUNT AUBURN ST 124 MOUNT AUBURN ST CAMBRIDGE MA 02138 NONE 501(C)(3) CHARITY 5000 KYOTO PRIZE SYMPOSIUM KYOTO PRIZE SYMPOSIUM PO BOX 261078 PO BOX 261078 SAN DIEGO CA 92196 NONE 501(C)(3) CHARITY 10000 MIT (EAPS) MIT (EAPS) 77 MASSACHUSETTS AVE 77 MASSACHUSETTS AVE CAMBRIDGE MA 021394307 NONE 501(C)(3) CHARITY 100000 NATIONAL LAW ENFORCEMENT OFFICERS M NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND 901 E ST NW STE 100 901 E ST NW STE 100 WASHINGTON DC 20004 NONE 501(C)(3) CHARITY 200 OCEAN CONSERVANCY OCEAN CONSERVANCY 725 FRONT ST 201 725 FRONT ST 201 SANTA CRUZ CA 95060 NONE 501(C)(3) CHARITY 1000 OPPORTUNITY INTERNATIONAL OPPORTUNITY INTERNATIONAL PO BOX 2826 PO BOX 2826 CAROL STREAM IL 60132 NONE 501(C)(3) CHARITY 50000 POLLINATOR PARTNERSHIP POLLINATOR PARTNERSHIP 423 WASHINGTON ST 5TH FL 423 WASHINGTON ST5TH FL SAN FRANCISCO CA 941112339 NONE 501(C)(3) CHARITY 1000 RANCHO SANTE FE ROTARY RANCHO SANTE FE ROTARY 1505 LOMAS SANTA FE DR 1505 LOMAS SANTA FE DR SOLANA BEACH CA 92075 NONE 501(C)(3) CHARITY 3700 SAN MATEO PUBLIC LIBRARY SAN MATEO PUBLIC LIBRARY 55 W 3RD AVE 55 W 3RD AVE SAN MATEO CA 94402 NONE 501(C)(3) CHARITY 1000 SCIENCE HISTORY INSTITUTE SCIENCE HISTORY INSTITUTE 315 CHESTNUT ST 315 CHESTNUT ST PHILADELPHIA PA 19106 NONE 501(C)(3) CHARITY 10000 SILICON VALLEY COMMUNITY FOUNDATION SILICON VALLEY COMMUNITY FOUNDATION 2440 WEST EL CAMINO REAL 2440 WEST EL CAMINO REAL MOUNTAIN VIEW CA 94040 NONE 501(C)(3) CHARITY 500000 SRF FELLOWSHIP SRF FELLOWSHIP 385 ASHTON AVE 385 ASHTON AVE SAN FRANCISCO CA 94112 NONE 501(C)(3) CHARITY 1000 SG KOMEN FOR THE CURE SG KOMEN FOR THE CURE 13770 NOEL RD STE 801889 13770 NOEL RD STE 801889 DALLAS TX 75380 NONE 501(C)(3) CHARITY 400 STANFORD (HOOVER INSTITUTION) STANFORD (HOOVER INSTITUTION) 434 GALVEZ MALL 434 GALVEZ MALL STANFORD CA 94305 NONE 501(C)(3) CHARITY 1000 THE HERITAGE FOUNDATION THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE 214 MASSACHUSETTS AVE NE WASHINGTON DC 200024999 NONE 501(C)(3) CHARITY 1000 THE LEAKEY FOUNDATION THE LEAKEY FOUNDATION 1003B O REILLY AVE 1003B O REILLY AVE SAN FRANCISCO CA 941291359 NONE 501(C)(3) CHARITY 2000 UNITED STATES OLYMPIC COMMITTEE UNITED STATES OLYMPIC COMMITTEE PO BOX 7010 PO BOX 7010 ALBERTA LEA MN 560078010 NONE 501(C)(3) CHARITY 75000 VIEWPOINT SCHOOL VIEWPOINT SCHOOL 23620 MULHOLLAND HWY 23620 MUHOLLAND HWY CALABASAS CA 91302 NONE 501(C)(3) CHARITY 5000 783500 14 808357 14 36773 18 376733 1221863 1221863 false false false false false false false false false false ACCOUNTING & TAX PREP FEES - CPA 22000 11000 11000 MERRILL LYNCH MERRILL LYNCH INVESTMENT MANAGEMENT ML - ALL ACCOUNTS (INCLUDING SHORTS) 8070548 12231516 756639 730266 MUTUAL FUNDS AT COST 4696229 5056489 ACCRUED INTEREST AT COST 2121 EXPENSES DUES & SUBSCRIPTIONS 1478 1478 ML - ACCOUNTS 36763 36763 BANK CHARGES - REFUND 10 10 BOOK/TAX DIFFERENCE (BASIS LPS) 55206 CREDIT CARD 155200 169700 INVESTMENT MANAGEMET FEES 103402 103402 FOREIGN TAXES 6658 6658 LICENSE FEES (& CA SOS) 120 120 IRS EXCISE TAX 10000