MARCUS & MILLICHAP FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARCUS & MILLICHAP FOUNDATION (EIN 77-0480868)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-17
- IRS object ID
- 202501989349100910
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-17T19:00:39-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH MARKET ST STE 500 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770480868 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARCUS & MILLICHAP COMPANY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 6504941400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 S CALIFORNIA AVENUE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEOFFREY BEDROISAN | PersonNm |
| Person Title | OFFICER/TREASURER | PersonTitleTxt |
| Phone | 6504941400 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELLEY X CHEN | PreparerPersonNm |
| PTIN | P00529935 | PTIN |
| Phone | 4082795566 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,523,898 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $835 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $835 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $173,880 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $173,880 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $174,715 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,715 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,575 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,065 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $487,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $487,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $500,565 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $487,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$325,850 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $174,715 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $153,615 | CashBOYAmt |
| Cash EOY | $3,080 | CashEOYAmt |
| Cash EOYFMV | $3,080 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $245,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,429 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,281,120 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,281,120 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,450,389 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,680,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,354,629 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,523,898 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,680,479 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,354,629 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,680,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,354,629 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,680,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,354,629 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,680,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$325,850 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,354,629 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,354,629 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,429 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,429 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,681 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,681 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $251 | OverpaymentAmt |
| Applied To ES Tax | $251 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GEOFFREY BEDROISAN | IndividualWithBooksNm |
| Phone | 6508422365 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 S CALIFORNIA AVENUE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GEORGE M MARCUS | ||||||||
| 777 S CALIFORNIA AVENUE | PALO ALTO | CA | 94304 | DIRECTOR/ PRESIDENT & CEO | 1.00 | $0 | $0 | $0 |
| ROBERT H KENNIS | ||||||||
| 777 S CALIFORNIA AVENUE | PALO ALTO | CA | 94304 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEOFFREY BEDROISAN | ||||||||
| 777 S CALIFORNIA AVENUE | PALO ALTO | CA | 94304 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,597,160 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $440,246 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,037,406 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,037,406 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,901,845 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $445,092 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $445,092 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,429 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,429 | TotalTaxAmt |
| Distributable Before Adj | $442,663 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $442,663 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $442,663 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $487,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $487,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $442,663 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $393,914 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $487,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $393,914 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,586 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $349,077 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALL FIVE SCHOOL | ||||||
| 1391 CHILCO ST | MENLO PARK | CA | 94025 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| BERKELEY REAL ESTATE FORUM | ||||||
| 2220 PIEDMONT AVENUE MC 6105 | BERKELEY | CA | 94720 | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 |
| BRIDGE HOUSING | ||||||
| 600 CALIFORNIA ST 900 | SAN FRANCISCO | CA | 94108 | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 |
| BURLINGAME COMMUNITY EDUCATION FOUNDATION | ||||||
| PO BOX 117730 | BURLINGAME | CA | 94011 | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 |
| BURLINGAME HIGH SCHOOL EXCELLENCE FUND | ||||||
| 1 MANGINI WAY | BURLINGAME | CA | 94010 | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 |
| CALIFORNIA HOMEBUILDING FOUNDATION | ||||||
| 1215 K STREET SUITE 1200 | SACRAMENTO | CA | 95814 | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| CANCER CAREPOINT | ||||||
| 2505 SAMARITAN DR 402 | SAN JOSE | CA | 95124 | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 |
| CARLMONT ACADEMIC FOUNDATION | ||||||
| PO BOX 104 | BELMONT | CA | 94002 | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 |
| COMMONSPIRIT HEALTH FOUNDATION | ||||||
| 185 BERRY STREET SUITE 200 | SAN FRANCICSO | CA | 94107 | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| EL RIO HEALTH CENTER | ||||||
| PO BOX 1231 | TUCSON | AZ | 85702 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| HILLSBOROUGH AUXILIARY TO PFS | ||||||
| 24 SECOND AVENUE | SAN MATEO | CA | 94401 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| HOUSING ENDOWMENT & REGIONAL TRUST OF SAN MATEO | ||||||
| 2905 S EL CAMINO REAL | SAN MATEO | CA | 94403 | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| HOUSING LEADERSHIP COUNCIL | ||||||
| 2905 S EL CAMINO REAL | SAN MATEO | CA | 94403 | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| HOUSING TRUST SILICON VALLEY | ||||||
| 75 E SANTA CLARA ST 1350 | SAN JOSE | CA | 95113 | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| IOCC - INTERNATIONAL ORTHODOX CHRISTIAN CHARITIES | ||||||
| 110 WEST ROAD SUITE 360 | BALTIMORE | MD | 21204 | PUBLIC CHARITY | GENERAL PURPOSE | $125,000 |
| JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA | ||||||
| 1212 BROADWAY PLAZA 2100 | WALNUT CREEK | CA | 94596 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| LOS GATOS EDUCATION FOUNDATION | ||||||
| 17010 ROBERTS RD | LOS GATOS | CA | 95032 | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 |
| LOS GATOS HIGH SCHOOL WILDCATS FOUNDATION | ||||||
| 20 HIGH SCHOOL COURT | LOS GATOS | CA | 95030 | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 |
| LUCILE PACKARD CHILDREN'S HOSPITAL | ||||||
| 725 WELCH RD | PALO ALTO | CA | 94304 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| MAKE A WISH FOUNDATION | ||||||
| 1333 BROADWAY 200 | OAKLAND | CA | 94612 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| NEW CALIFORNIA COALITION FOUNDATION | ||||||
| 393 7TH AVENUE SUITE 301 | SAN FRANCICSO | CA | 94118 | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 |
| OUR CITY FOREST | ||||||
| 1195 CLARK ST | SAN JOSE | CA | 95125 | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| PENSION REAL ESTATE ASSOCIATION FOUNDATION | ||||||
| 100 PEARL STREET 13TH FLOOR | HARTFORD | CT | 06103 | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 |
| SAN BRUNO AYSO REGION 249 | ||||||
| 271 COURTLAND DR | SAN BRUNO | CA | 94066 | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| SAN CARLOS EDUCATION FOUNDATION | ||||||
| PO BOX 1214 | SAN CARLOS | CA | 94070 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| SAN RAMON ARTS FOUNDATION | ||||||
| PO BOX 403 | SAN RAMON | CA | 94583 | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 |
| SAN RAMON VALLEY EDUCATION FOUNDATION | ||||||
| 3280 CROW CANYON RD | SAN RAMON | CA | 94583 | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| SNOQUALMIE VALLEY HEALTH FOUNDATION | ||||||
| 9801 FRONTIER AVENUE SE | SNOQUALMIE | WA | 98065 | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| TEXAS ONCOLOGY FOUNDATION | ||||||
| 12221 MERIT DRIVE SUITE 500 | DALLAS | TX | 75251 | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| THE OPTIMIST CLUB OF SAN JOSE | ||||||
| 1579 FERNDALE DRIVE | SAN JOSE | CA | 95118 | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 |
| TUCSON MEDICAL CENTER FOUNDATION | ||||||
| 5301 E GRANT ROAD | TUCSON | AZ | 85712 | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| ULI FOUNDATION | ||||||
| 2001 L ST NW SUITE 200 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 |
| YIMBY ACTION | ||||||
| 2261 MARKET ST STE 10416 | SAN FRANCICSO | CA | 94114 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $487,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $835 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,880 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $174,715 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,715 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,440 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 18,000 SHS ESSEX PPTY TR | $1,942,470 | $5,137,920 |
| 46,270 SHS COSTAR | $338,650 | $3,312,469 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $30 | $0 | $0 |
| OTHER FEES | $20 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENTS | $2,500 | $0 | $0 |
| DEPARTMENT OF JUSTICE | $75 | $0 | $0 |
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