MARCUS & MILLICHAP FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MARCUS & MILLICHAP FOUNDATION (EIN 77-0480868)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-07
- IRS object ID
- 201823119349101162
- Schema version
- 2017v2.3
- 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 Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-07T17:40:15-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | ALEX YARMOLINSKY | PersonNm |
| Person Title | OFFICER/TREASURER | PersonTitleTxt |
| Phone | 6504941400 | PhoneNum |
| Signature | 2018-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNE F MACDONALD | PreparerPersonNm |
| PTIN | P00359548 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2018-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.204.21.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-02 | IPDt |
| IP Tm | 09:52:11 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 96BD04DD84A68DEC77757C134E484247D1D6E17F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 49C3ED6CC4A2DDA8F7F8C95636100B28621B816B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,039,341 | 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 | $2,242 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,242 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,623 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,623 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,677 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,677 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,677 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $125,542 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,542 | 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 | $7,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,530 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $256 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,261 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $360,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $360,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $370,636 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $360,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$245,094 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,542 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,564,287 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,319,193 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,319,193 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,281,120 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,281,120 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,718,648 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,846,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,601,813 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,039,341 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,846,907 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,601,813 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,846,907 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,601,813 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,846,907 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,601,813 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,846,907 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$245,094 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,601,813 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,601,813 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $19,677 | GrossSalesPriceAmt |
| Gain Or Loss | $19,677 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $19,677 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,677 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $304,112 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,599,879 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040015 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $461,472 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,857,500 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058730 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $319,567 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,256,233 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044040 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $184,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,731,507 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027371 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $171,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,414,352 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026776 | DistributionYr5Rt |
| Total Distribution | 0.196932 | TotalDistributionRt |
| Average Distribution | 0.039386 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,099,686 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $319,014 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,255 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $320,269 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $360,375 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,255 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,255 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,255 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,818 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,818 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,563 | OverpaymentAmt |
| Applied To ES Tax | $6,563 | 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 | ALEX YARMOLINSKY | IndividualWithBooksNm |
| Phone | 6508422246 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2016 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 |
| ALEX YARMOLINSKY | ||||||||
| 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 | $5,642,830 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,580,201 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,223,031 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,223,031 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,345 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,099,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $404,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $404,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,255 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,255 | TotalTaxAmt |
| Distributable Before Adj | $403,729 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $403,729 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $403,729 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $360,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $360,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,255 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $359,120 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $403,729 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $366,038 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $360,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $360,375 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $5,663 | Taxable2Amt |
| Undistributed Income CY | $403,729 | 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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACHIEVABLE FOUNDATION | |||||||
| 5901 GREEN VALLEY CIR 405 | CULVER CITY | CA | 90230 | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||||
| 7900 EDGEWATER DR | OAKLAND | CA | 94621 | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| BRIDGE HOUSING CORPORATION | |||||||
| 600 CALIFORNIA ST 900 | SAN FRANCISCO | CA | 94108 | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |
| 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 | |
| CANCER CAREPOINT | |||||||
| 2505 SAMARITAN DR 402 | SAN JOSE | CA | 95124 | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| CITY OF HOPE | |||||||
| 601 MONTGOMERY ST 1800 | SAN FRANCISCO | CA | 94111 | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| CITY OF HOPE | |||||||
| 601 MONTGOMERY ST 1800 | SAN FRANCISCO | CA | 94111 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| CITY OF SAN BRUNO COMMUNITY SERVICES DEPARTMENT | |||||||
| 901 SNEATH LN 209 | SAN BRUNO | CA | 94066 | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| CITY YEAR SAN JOSE SILICON VALLEY | |||||||
| 1922 THE ALAMEDA SUITE 104 | SAN JOSE | CA | 95126 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| CONSTRUCTION INDUSTRY WORKFORCE INITIATIVE (CIWI) | |||||||
| 1485 BAYSHORE BLVD 379 | SAN FRANCISCO | CA | 94124 | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| FREMONT EDUCATIONAL FOUNDATION | |||||||
| 39120 ARGONAUT WAY 381 | FREMONT | CA | 94538 | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| FRIENDS OF THE LIBRARY | |||||||
| 710 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| HAAS BUSINESS SCHOOL FUND | |||||||
| UNIVERSITY OF CALIFORNIA BERKELEY | BERKELEY | CA | 94720 | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | F602 HASS SCHOOL 6105 |
| HILLSBOROUGH AUXILIARY TO PFS | |||||||
| 24 SECOND AVENUE | SAN MATEO | CA | 94401 | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| HOUSING TRUST SILICON VALLEY | |||||||
| SAN JOSE EXECUTIVE CENTER 95 S | SAN JOSE | CA | 95113 | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | MARKET ST 610 |
| JOHN MUIR HEALTH FOUNDATION | |||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA | |||||||
| 3003 OAK RD 109 | WALNUT CREEK | CA | 94597 | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| LOS GATOS EDUCATION FOUNDATION | |||||||
| 17010 ROBERTS ROAD | LOS GATOS | CA | 95032 | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| LUCILLE PACKARD CHILDREN'S HOSPITAL | |||||||
| 725 WELCH RD | PALO ALTO | CA | 94304 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| MAKE A WISH FOUNDATION | |||||||
| 1702 E HIGHLAND AVE SUITE 400 | PHOENIX | AZ | 85016 | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| MISSION CITY COMMUNITY FUND | |||||||
| PO BOX 587 | SANTA CLARA | CA | 95052 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| MORAGA EDUCATION FOUNDATION | |||||||
| 1010 CAMINO PABLO | MORAGA | CA | 94556 | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| NORTHWEST MULTIPLE SCLEROSIS SOCIETY SEATTLE CHAPTER | |||||||
| 192 NICKERSON ST 100 | SEATTLE | WA | 98109 | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| OPTIMIST CLUB OF SAN JOSE INC | |||||||
| 1579 FERNDALE DRIVE | SAN JOSE | CA | 95118 | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| SAN JOSE DAY NURSERY | |||||||
| 33 N 8TH ST | SAN JOSE | CA | 95112 | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| SAVE MOUNT DIABLO | |||||||
| 1901 OLYMPIC BLVD 320 | WALNUT CREEK | CA | 94596 | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| SENTINELS OF FREEDOM | |||||||
| 2303 CAMINO RAMON 270 | SAN RAMON | CA | 94583 | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| SEQUOIA AWARDS | |||||||
| PO BOX 2355 | REDWOOD CITY | CA | 94064 | PUBLIC CHARITY | GENERAL PURPOSE | $3,375 | |
| SHARKS FOUNDATION | |||||||
| 525 W SANTA CLARA STREET | SAN JOSE | CA | 95113 | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |
| SILICON VALLEY BIKE COALITION | |||||||
| 96 N 3RD ST SUITE 375 | SAN JOSE | CA | 95109 | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| STEP-UP ON SECOND | |||||||
| 1328 2ND ST | SANTA MONICA | CA | 90401 | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| THE HELKEINU FOUNDATION | |||||||
| 1875 CENTURY PARK EAST 1800 | LOS ANGELES | CA | 90067 | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| THE JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 100 W SAN FERNANDO ST SUITE 365 | SAN JOSE | CA | 95113 | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |
| THE NARCOLEPSY NETWORK | |||||||
| 129 WATERWHEEL LN | NORTH KINGSTOWN | RI | 02852 | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| THE RED CROSS | |||||||
| 2731 N 1ST ST | SAN JOSE | CA | 95134 | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LANE PO BOX 269 | ALEXANDRIA | VA | 22313 | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |
| TOUR DAVITA | |||||||
| LOCKBOX 2952 PO BOX 8500 | PHILADELPHIA | PA | 19178 | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |
| UCSF FOUNDATION | |||||||
| 220 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | PUBLIC CHARITY | GENERAL PURPOSE | $41,000 | |
| ULI FOUNDATION | |||||||
| 1025 THOMAS JEFFERSON ST NW SUITE | WASHINGTON | DC | 20007 | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | 500 WEST |
| VALLEY CHILDREN'S MUSEUM | |||||||
| 180 WOZ WAY | SAN JOSE | CA | 95110 | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $360,375 | 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 | $2,242 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,623 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,677 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $125,542 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,542 | 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 | $7,475 | 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 | $4,344,660 |
| 4,627 SHS COSTAR | $338,650 | $1,373,988 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM MARCUS FAMILY FOUNDATION | Desc |
| BOY Book Value | $1,500 | BOYBookValueAmt |
| EOY Book Value | $1,500 | EOYBookValueAmt |
| EOYFMV | $1,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $256 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $0 |
| FEDERAL TAX PAYMENTS | $2,500 | $0 | $0 |
| STATE ANNUAL REGISTRATION | $20 | $0 | $0 |
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