2025-05-15T16:21:17-05:00 2024-06-30 Baker Tilly Advisory Group LP THREE LAGOON DR STE 400 REDWOOD CITY CA 94065 990PF 2023-07-01 770272230 THE MARKKULA FOUNDATION % ACM INVESTMENTS MARK 6508514425 C/O ACM INVESTMENTS PO BOX 620170 WOODSIDE CA 94062 ARMAS MARKKULA DIRECTOR 6508514425 2025-03-30 true true MICHAEL S GOLDSTEIN P01252695 6503654646 2023 2025-03-06 01:10:19Z X 10204597 X 0 X 174670 174670 -48464 3089493 0 5991 50 132197 174720 0 13781 6891 0 6890 9817 9817 5959 18 9018 8898 120 38575 25624 0 7010 704150 704150 742725 25624 0 711160 -610528 149096 266078 148076 148076 388236 153337 153337 1046051 1055821 1742753 1173425 1432380 1343835 4572013 4159712 6816596 7445803 6949326 10204597 0 0 X 7445803 6949326 7445803 6949326 7445803 6949326 7445803 -610528 114051 6949326 6949326 PUBLICLY TRADED SECURITIES P 3089493 2992987 96506 96506 BAILARD EMERGING OPPORTUNITIES FUND I, LP P 144970 -144970 -144970 -48464 2072 2072 2072 5941 0 1000 6941 4869 4869 false false false false false 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Project 4899 Belford Road Suite 300 Jacksonville FL 32256 NONE PC unrestricted 5000 704150 14 174670 18 -48464 EXCISE TAX REFUND 01 5941 MISCELLANEOUS INCOME 01 50 132197 132197 false false false false false false false false false false ACCOUNTING FEES 8500 4250 4250 BOOKKEEPING 5281 2641 2640 BB&K CORP BONDS 1432380 1343835 BB&K DOMESTIC & FOREIGN STOCK 1055821 1742753 BB&K REIT FUND AT COST 589079 1065529 BB&K INT'L EQUITY FUND AT COST 1031862 1785740 BB&K ENHANCED GROWTH FUND AT COST 385170 1091979 BB&K COGNITIVE VALUE FUND AT COST 416066 722321 BAILARD EMERGING OPPORTUNITIES FUND I, LP AT COST 428180 540192 BB&K COMMODITIES AT COST 1309355 1610835 LICENSES & REGISTRATIONS 120 120 BAILARD EMERGING OPPORTUNITIES FUND I LP - INVESTMENT EXPS 8898 8898 EXCISE TAX REFUND 5941 MISCELLANEOUS INCOME 50 50 CHANGE OF UNREALIZED GAIN OF BAILARD 0 EMERGING OPPORTUNITIES FUND I, LP 114051 BAILARD - INVESTMENT FEES 9817 9817 EXCISE TAX 5941 FOREIGN TAX 18 18