BETA

MARCUS & MILLICHAP FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MARCUS & MILLICHAP FOUNDATION (EIN 77-0480868)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-12
IRS object ID
201923169349102267
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-12T17:22:48-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANNE F MACDONALDPreparerPersonNm
PTINP00359548PTIN
Phone6508458100PhoneNum
Preparation2019-11-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.204.21.130IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-08IPDt
IP Tm10:38:34IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdABE8C945427884A078A6AABC5906FB11F9D635E0AtSubmissionCreationDeviceId
At Submission Filing Device Id49C3ED6CC4A2DDA8F7F8C95636100B28621B816BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,978,567FMVAssetsEOYAmt
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$7,106InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,106InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$105,187DividendsRevAndExpnssAmt
Dividends Net Invst Incm$105,187DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$26,753NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$26,753GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,753CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$139,046TotalRevAndExpnssAmt
Total Net Invst Incm$139,046TotalNetInvstIncmAmt
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$1,575AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,729TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$145OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,449TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$447,375ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$447,375ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$455,824TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$447,375TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$316,778ExcessRevenueOverExpensesAmt
Net Investment Income$139,046NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,319,193SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,002,415SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,002,415SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,281,120CorporateStockBOYAmt
Corporate Stock EOY$2,281,120CorporateStockEOYAmt
Corporate Stock EOYFMV$5,974,652CorporateStockEOYFMVAmt
Other Assets BOY$1,500OtherAssetsBOYAmt
Other Assets EOY$1,500OtherAssetsEOYAmt
Other Assets EOYFMV$1,500OtherAssetsEOYFMVAmt
Total Assets BOY$4,601,813TotalAssetsBOYAmt
Total Assets EOY$4,285,035TotalAssetsEOYAmt
Total Assets EOYFMV$7,978,567TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$4,601,813UnrestrictedBOYAmt
Unrestricted EOY$4,285,035UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$4,601,813TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,285,035TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,601,813TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,285,035TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,601,813TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$316,778ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,285,035SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,285,035TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$26,753GrossSalesPriceAmt
Gain Or Loss$26,753GainOrLossAmt
Gains Minus Excess Or Losses$26,753GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$26,753CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (1)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,781InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,781SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,781TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,563EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,563TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$3,782OverpaymentAmt
Applied To ES Tax$3,782AppliedToESTaxAmt
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$6,107,818AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,334,753AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,442,571TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,442,571AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$126,639CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,315,932NetVlNoncharitableAssetsAmt
Minimum Investment Return$415,797MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$415,797MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,781TaxBasedOnInvestmentIncomeAmt
Total Tax$2,781TotalTaxAmt
Distributable Before Adj$413,016DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$413,016DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$413,016DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$447,375ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$447,375QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$447,375AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$413,016DistributableAsAdjustedAmt
Undistributed Income PY$403,729UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Total For Prior Years$5,663TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$447,375QualifyingDistributionsAmt
Applied To Year1$403,729AppliedToYear1Amt
Applied To Prior Years$5,663AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,983AppliedToCurrentYearAmt
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$375,033UndistributedIncomeCYAmt
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 (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALAMEDA COUNTY COMMUNITY FOOD BANK
7900 EDGEWATER DROAKLANDCA94621PUBLIC CHARITYGENERAL PURPOSE$25,000
BCE FOUNDATION
PO BOX 117730BURLINGAMECA94011PUBLIC CHARITYGENERAL PURPOSE$2,500
BERKELEY REAL ESTATE FORUM
2220 PIEDMONT AVENUEBERKELEYCA94720PUBLIC CHARITYGENERAL PURPOSE$15,000
BHS EXCELLENCE FUND
1 MANGINI WAYBURLINGAMECA94010PUBLIC CHARITYGENERAL PURPOSE$2,500
BRIDGE HOUSING CORPORATION
600 CALIFORNIA ST 900SAN FRANCISCOCA94108PUBLIC CHARITYGENERAL PURPOSE$25,000
BRIDGE HOUSING
600 CALIFORNIA ST 900SAN FRANCISCOCA94108PUBLIC CHARITYGENERAL PURPOSE$25,000
BRIDGE OF LIFE
310 BECK AVENUEFAIRFIELDCA94533PUBLIC CHARITYGENERAL PURPOSE$50,000
CANCER CAREPOINT
2505 SAMARITAN DRIVE 402SAN JOSECA95124PUBLIC CHARITYGENERAL PURPOSE$5,000
CITY OF HOPE
1500 E DUARTE ROADDUARTECA910103000PUBLIC CHARITYGENERAL PURPOSE$1,000
CITY YEAR SAN JOSESILICON VALLEY
1922 THE ALAMEDASAN JOSECA95126PUBLIC CHARITYGENERAL PURPOSE$10,000
CONSTRUCTION INDUSTRY WORKFORCE INITIATIVE - CIWI
1485 BAYSHORE BLVD 379SAN FRANCISCOCA94124PUBLIC CHARITYGENERAL PURPOSE$1,000
FREMONT EDUCATION FOUNDATION
39120 ARGONAUT WAYFREMONTCA94538PUBLIC CHARITYGENERAL PURPOSE$1,000
FRIENDS OF PARKS AND RECREATION
400 GRAND AVENUESOUTH SAN FRANCISCOCA94080PUBLIC CHARITYGENERAL PURPOSE$2,500
GLOBAL HERITAGE FUND
220 MONTGOMERY ST SUITE 1020SAN FRANCISCOCA94104PUBLIC CHARITYGENERAL PURPOSE$100,000
HILLSBOROUGH AUXILIARY TO PFS
24 SECOND AVENUESAN MATEOCA94401PUBLIC CHARITYGENERAL PURPOSE$3,000
HOUSING TRUST SILICON VALLEY
75 E SANTA CLARA STREET 1350SAN JOSECA95113PUBLIC CHARITYGENERAL PURPOSE$15,000
JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA
3003 OAK RD 109WALNUT CREEKCA94597PUBLIC CHARITYGENERAL PURPOSE$5,000
LCG ICARE FOUNDATION
21333 HAGGERTY RD SUITE 100NOVIMI48375PUBLIC CHARITYGENERAL PURPOSE$2,500
LOS GATOS EDUCATION FOUNDATION
17010 ROBERTS ROADLOS GATOSCA95032PUBLIC CHARITYGENERAL PURPOSE$5,000
LUCILLE PACKARD'S CHILDREN'S HOSPITAL
725 WELCH ROADPALO ALTOCA94304PUBLIC CHARITYGENERAL PURPOSE$10,000
MAKE A WISH GREATER BAY AREA
1333 BROADWAY SUITE 200OAKLANDCA94612PUBLIC CHARITYGENERAL PURPOSE$10,000
MISSION BASILICA SAN DIEGO DE ALCALA
10818 SAN DIEGO MISSION ROADSAN DIEGOCA92108PUBLIC CHARITYGENERAL PURPOSE$5,000
MISSION CITY COMMUNITY FUND
PO BOX 587SANTA CLARACA950520587PUBLIC CHARITYGENERAL PURPOSE$10,000
MORAGA EDUCATION FOUNDATION
1010 CAMINO PABLOMORAGACA94556PUBLIC CHARITYGENERAL PURPOSE$2,500
OPTIMIST CLUB OF SAN JOSE INC
1579 FERNDALE DRIVESAN JOSECA95118PUBLIC CHARITYGENERAL PURPOSE$1,000
PRESIDENT'S INNOVATION FUND
UNIVERSITY HALL NORTH HARVARDCAMBRIDGEMA02138PUBLIC CHARITYGENERAL PURPOSE$2,500COLLEGE
SAN JOSE DAY NURSERY
33 N 8TH STREETSAN JOSECA95112PUBLIC CHARITYGENERAL PURPOSE$1,000
SAVE MOUNT DIABLO
1901 OLYMPIC BLVD 320WALNUT CREEKCA94596PUBLIC CHARITYGENERAL PURPOSE$1,000
SENTINELS OF FREEDOM
2303 CAMINO RAMON 270SAN RAMONCA94583PUBLIC CHARITYGENERAL PURPOSE$2,500
SILICON VALLEY BICYCLE COALITION
96 N 3RD STREET SUITE 375SAN JOSECA95109PUBLIC CHARITYGENERAL PURPOSE$5,000
THE JEWISH FEDERATION
6505 WILSHIRE BLVDLOS ANGELESCA90048PUBLIC CHARITYGENERAL PURPOSE$10,000
THE SEQUIOA AWARDS
PO BOX 2355REDWOOD CITYCA94064PUBLIC CHARITYGENERAL PURPOSE$3,375
UCSF BENIOFF CHILDREN'S HOSPITAL FOUNDATION
2201 BROADWAY SUITE 600OAKLANDCA946123017PUBLIC CHARITYGENERAL PURPOSE$5,000
ULI FOUNDATION
2001 L STREET NW SUITE 200WASHINGTONDC20036PUBLIC CHARITYGENERAL PURPOSE$5,000
UNICEF
125 MAIDEN LANE 11TH FLOORNEW YORKNY10038PUBLIC CHARITYGENERAL PURPOSE$10,000
URBAN LAND INSTITUTE
1 CALIFORNIA STREET SUITE 2500SAN FRANCISCOCA94111PUBLIC CHARITYGENERAL PURPOSE$66,500
VALLEY CHILDREN'S MUSEUM
PO BOX 2102DUBLINCA94568PUBLIC CHARITYGENERAL PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$447,375TotalGrantOrContriPdDurYrAmt
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$7,106ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$105,187ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,753ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$139,046ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$139,046TotalIncomeProducingActyAmt

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$1,575Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE TOTAL CHARITABLE DONATIONS DID NOT MEET THE MINIMUM DISTRIBUTIONS IN THE 2017 TAX YEAR BY $5,663. THE TAXPAYER IS ELECTING TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO THE $5,663.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
18,000 SHS ESSEX PPTY TR$1,942,470$4,413,780
4,627 SHS COSTAR$338,650$1,560,872

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM MARCUS FAMILY FOUNDATIONDesc
BOY Book Value$1,500BOYBookValueAmt
EOY Book Value$1,500EOYBookValueAmt
EOYFMV$1,500EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$80$0$0
OTHER EXPENSES$65$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE TAX BOARD$10$0$0
FEDERAL TAX PAYMENTS$6,699$0$0
STATE ANNUAL REGISTRATION$20$0$0

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