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MARCUS & MILLICHAP FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MARCUS & MILLICHAP FOUNDATION (EIN 77-0480868)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-25
IRS object ID
202242989349100114
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-25T12:09:07-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941341042PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRANK RIMERMAN & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11801 PAGE MILL ROADAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770480868EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MARCUS & MILLICHAP COMPANYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARCBusinessNameControlTxt
Phone6504941400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1777 S CALIFORNIA AVENUEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEOFFREY BEDROISANPersonNm
Person TitleOFFICER/TREASURERPersonTitleTxt
Phone6504941400PhoneNum
Signature2022-10-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGEOFFREYPersonFirstNm
Person LastBEDROISANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANNE F MACDONALDPreparerPersonNm
PTINP00359548PTIN
Phone6508458100PhoneNum
Preparation2022-10-20PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,090,844FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$91InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$91InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$150,255DividendsRevAndExpnssAmt
Dividends Net Invst Incm$150,255DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$150,346TotalRevAndExpnssAmt
Total Net Invst Incm$150,346TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,471AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,070TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,571TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$440,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$440,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$445,571TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$440,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$295,225ExcessRevenueOverExpensesAmt
Net Investment Income$150,346NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$521,565CashBOYAmt
Cash EOY$376,024CashEOYAmt
Cash EOYFMV$376,024CashEOYFMVAmt
Sav And Temp Cash Invst BOY$867,646SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$717,962SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$717,962SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,281,120CorporateStockBOYAmt
Corporate Stock EOY$2,281,120CorporateStockEOYAmt
Corporate Stock EOYFMV$9,996,858CorporateStockEOYFMVAmt
Other Assets BOY$1,500OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$3,671,831TotalAssetsBOYAmt
Total Assets EOY$3,375,106TotalAssetsEOYAmt
Total Assets EOYFMV$11,090,844TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,671,831NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,375,106NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,671,831TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,375,106TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,671,831TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,375,106TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,671,831TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$295,225ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,376,606SubtotalAmt
Other Decreases$1,500OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,375,106TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,090InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,090SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,090TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,328EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,328TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$2,238OverpaymentAmt
Applied To ES Tax$2,238AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGEOFFREY BEDROISANIndividualWithBooksNm
Phone6508422365PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1777 S CALIFORNIA AVENUEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GEORGE M MARCUS
777 S CALIFORNIA AVENUEPALO ALTOCA94304DIRECTOR/ PRESIDENT & CEO1.00$0$0$0
ROBERT H KENNIS
777 S CALIFORNIA AVENUEPALO ALTOCA94304DIRECTOR1.00$0$0$0
GEOFFREY BEDROISAN
777 S CALIFORNIA AVENUEPALO ALTOCA94304TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,330,131AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,414,012AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,744,143TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,744,143AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$161,162CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,582,981NetVlNoncharitableAssetsAmt
Minimum Investment Return$529,149MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$529,149MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,090TaxBasedOnInvestmentIncomeAmt
Total Tax$2,090TotalTaxAmt
Distributable Before Adj$527,059DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$527,059DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$527,059DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$440,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$440,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$527,059DistributableAsAdjustedAmt
Undistributed Income PY$431,569UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$440,000QualifyingDistributionsAmt
Applied To Year1$431,569AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,431AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$518,628UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALAMEDA COUNTY FOOD BANK
7900 EDGEWATER DRIVEOAKLANDCA94621PUBLIC CHARITYGENERAL PURPOSE$2,500
ALL FIVE
1391 CHILCO STMENLO PARKCA94025PUBLIC CHARITYGENERAL PURPOSE$5,000
ALTA MED
5211 WASHINGTON BLVD SUITE 2-186LOS ANGELESCA90040PUBLIC CHARITYGENERAL PURPOSE$5,000
BERKELEY REAL ESTATE FORUM
2220 PIEDMONT AVENUE MC 6105BERKELEYCA94720PUBLIC CHARITYGENERAL PURPOSE$15,000
BOYS & GIRLS OF KING COUNTY
220 W MERCER STREET SUITE 410SEATTLEWA98819PUBLIC CHARITYGENERAL PURPOSE$2,000
BRIDGE HOUSING
600 CALIFORNIA ST 900SAN FRANCISCOCA94108PUBLIC CHARITYGENERAL PURPOSE$50,000
BRIDGE OF LIFE
2000 16TH STREETDENVERCO80202PUBLIC CHARITYGENERAL PURPOSE$5,000
BURLINGAME COMMUNITY EDUCATION FOUNDATION
PO BOX 117730BURLINGAMECA94011PUBLIC CHARITYGENERAL PURPOSE$5,000
BURLINGAME HIGH SCHOOL EXCELLENCE FUND
1 MANGINI WAYBURLINGAMECA94010PUBLIC CHARITYGENERAL PURPOSE$5,000
BYXBEE LAKES HOPE CENTER
PO BOX 413SEASIDEOR97138PUBLIC CHARITYGENERAL PURPOSE$2,000
CALIFORNIA HOMEBUILDING FOUNDATION
1215 K STREET SUITE 1200SACRAMENTOCA95814PUBLIC CHARITYGENERAL PURPOSE$2,000
CANCER CAREPOINT
2505 SAMARITAN DR 402SAN JOSECA95124PUBLIC CHARITYGENERAL PURPOSE$2,500
CHALLENGED ATHLETES FOUNDATION
9591 WAPLES STREETSAN DIEGOCA92121PUBLIC CHARITYGENERAL PURPOSE$2,000
CHRYSALIS
DEVELOPMENT DEPT 522 S MAIN STLOS ANGELESCA90013PUBLIC CHARITYGENERAL PURPOSE$5,000
CITY YEAR INC
PO BOX 412755BOSTONMA02241PUBLIC CHARITYGENERAL PURPOSE$10,000
COMMANDERY OF ST FRANCIS ORDER OF ST JOHN
PO BOX 762WINTERSCA95694PUBLIC CHARITYGENERAL PURPOSE$5,000
COMMUNITY FOUNDATION OF SAN CARLOS
PO BOX 113SAN CARLOSCA94070PUBLIC CHARITYGENERAL PURPOSE$5,000
DISCOVERY COUNSELING CENTER
115A TOWN AND COUNTRY DRIVEDANVILLECA94526PUBLIC CHARITYGENERAL PURPOSE$5,000
EDEN HOUSING
22645 GRAND STREETHAYWARDCA94541PUBLIC CHARITYGENERAL PURPOSE$5,000
FAIRMONT AG FOUNDATION
3095 N GREENWOODSANGERCA93657PUBLIC CHARITYGENERAL PURPOSE$2,000
HABITAT FOR HUMANITY OF METRO DENVER
3245 ELIOT STREETDENVERCO80211PUBLIC CHARITYGENERAL PURPOSE$1,500
HELKEINU FOUNDATION
1875 CENTURY PARK ST SUITE 1800LOS ANGELESCA90067PUBLIC CHARITYGENERAL PURPOSE$2,000
HILLSBOROUGH AUXILIARY TO PFS
24 SECOND AVENUESAN MATEOCA94401PUBLIC CHARITYGENERAL PURPOSE$5,000
HOUSING INDUSTRY FOUNDATION
SOBRATO CENTER FOR NONPROFITS 3460PALO ALTOCA94303PUBLIC CHARITYGENERAL PURPOSE$10,000BAYSHORE FWY SUITE 101
HOUSING TRUST SILICON VALLEY
75 E SANTA CLARA ST 1350SAN JOSECA95113PUBLIC CHARITYGENERAL PURPOSE$10,000
IAFF 1507 CHARITY FOUNDATIO INC
PO BOX 2348SAN FRANCISCOCA94080PUBLIC CHARITYGENERAL PURPOSE$2,500
IOCC - INTERNATIONAL ORTHODOX CHRISTIAN CHARITIES
110 WEST ROAD SUITE 360BALTIMOREMD21204PUBLIC CHARITYGENERAL PURPOSE$100,000
JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA
3003 OAK ROAD SUITE 130WALNUT CREEKCA94597PUBLIC CHARITYGENERAL PURPOSE$10,000
KIWANIS CLUB OF SOUTH OF SAN FRANCISCO
PO BOX 292SAN FRANCISCOCA94083PUBLIC CHARITYGENERAL PURPOSE$2,500
LOS GATOS EDUCATION FOUNDATION
17010 ROBERTS RDLOS GATOSCA95032PUBLIC CHARITYGENERAL PURPOSE$2,500
LUCILE PACKARD CHILDREN'S HOSPITAL
725 WELCH RDPALO ALTOCA94304PUBLIC CHARITYGENERAL PURPOSE$10,000
MAKE A WISH FOUNDATION
1333 BROADWAY 200OAKLANDCA94612PUBLIC CHARITYGENERAL PURPOSE$5,000
MISSION CITY FUND
PO BOX 587SANTA CLARACA95052PUBLIC CHARITYGENERAL PURPOSE$5,000
ORINDA BASEBALL ASSOCIATION
PO BOX 1822ORINDACA94563PUBLIC CHARITYGENERAL PURPOSE$1,000
PALO ALTO PARTNERS IN EDUCATION
25 CHURCHILL AVEPALO ALTOCA94306PUBLIC CHARITYGENERAL PURPOSE$5,000
SAN JOSE DAY NURSERY
33 N 8TH STSAN JOSECA95112PUBLIC CHARITYGENERAL PURPOSE$1,000
SAN RAMON ARTS FOUNDATION
PO BOX 403SAN RAMONCA94583PUBLIC CHARITYGENERAL PURPOSE$2,500
SAN RAMON VALLEY EDUCATION FOUNDATION
3280 CROW CANYON RDSAN RAMONCA94583PUBLIC CHARITYGENERAL PURPOSE$10,000
SATELLITE HEALTHCARE
300 SANTANA ROW SUITE 300SAN JOSECA95128PUBLIC CHARITYGENERAL PURPOSE$10,000
SECOND HARVEST OF SILICON VALLEY
4001 NORTH FIRST STREETSAN JOSECA95134PUBLIC CHARITYGENERAL PURPOSE$3,000
SEMPER FI & AMERICA'S FUND
825 COLLEGE BLVD SUITE 102 PMB 609OCEANSIDECA92057PUBLIC CHARITYGENERAL PURPOSE$1,500
SENTINELS OF FREEDOM
2303 CAMINO RAMONSAN RAMONCA94583PUBLIC CHARITYGENERAL PURPOSE$2,500
SILICON VALLEY BICYCLE COALITION
155 S 11TH STSAN JOSECA95112PUBLIC CHARITYGENERAL PURPOSE$2,500
TEXAS ONCOLOGY FOUNDATION
12221 MERIT DRIVE SUITE 500DALLASTX75251PUBLIC CHARITYGENERAL PURPOSE$10,000
THE ALS ASSOCIATION
PO BOX 37022BOONEIA50037PUBLIC CHARITYGENERAL PURPOSE$1,000
THE OPTIMIST CLUB OF SAN JOSE
1579 FERNDALE DRIVESAN JOSECA95118PUBLIC CHARITYGENERAL PURPOSE$2,000
ULI FOUNDATION
2001 L STREET NW 200WASHINGTONDC20036PUBLIC CHARITYGENERAL PURPOSE$75,000
VENTURE CAPITAL FOUNDATION
25 MASSACHUSETTS AVE NW SUITE 730WASHINGTONDC20001PUBLIC CHARITYGENERAL PURPOSE$2,000
WALNUT CREEK LIBRARY FOUNDATION
1644 N BROADWAYWALNUT CREEKCA94596PUBLIC CHARITYGENERAL PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$440,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$91ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$150,255ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$150,346ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$150,346TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,471Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
18,000 SHS ESSEX PPTY TR$1,942,470$6,340,140
4,627 SHS COSTAR$338,650$3,656,718

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLEDesc
BOY Book Value$1,500BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENT - NO TAX EFFECTDesc
Amt$1,500Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$30RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE TAX BOARD$20$0$0
FEDERAL TAX PAYMENTS$1,000$0$0
DEPARTMENT OF JUSTICE$50$0$0

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