MARCUS & MILLICHAP FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MARCUS & MILLICHAP FOUNDATION (EIN 77-0480868)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349104422
- Schema version
- 2016v3.0
- 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
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T17:05:45-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-10 | 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 | 2017-11-10 | 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 | 2017-11-10 | IPDt |
| IP Tm | 15:22:13 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FB7AAFE5086C534DCA1DD25347157B94EA212998 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A9773DE440AB0478E85C913779B51AA14896A6E4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,622,930 | 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 | $1,441 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,441 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,320 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,320 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $113,761 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,761 | 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 | $6,090 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $80 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $193 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,363 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $305,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $305,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $311,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$197,852 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,761 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,762,119 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,564,287 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,564,287 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,281,120 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,281,120 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,057,143 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,044,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,846,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,622,930 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,044,739 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,846,907 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,044,739 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,846,907 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,044,739 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,846,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,044,739 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$197,852 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20 | OtherIncreasesAmt |
| Subtotal | $4,846,907 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,846,907 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $461,472 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,857,500 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058730 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $319,567 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,256,233 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044040 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $184,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,731,507 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.027371 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $171,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,414,352 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026776 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $91,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,852,509 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.015549 | DistributionYr5Rt |
| Total Distribution | 0.172466 | TotalDistributionRt |
| Average Distribution | 0.034493 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,599,879 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $262,143 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,138 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $263,281 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $305,250 | 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 | $1,138 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,138 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,138 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,956 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,456 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,318 | OverpaymentAmt |
| Applied To ES Tax | $4,318 | 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 | 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 |
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 | $4,936,585 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,779,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,715,613 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,715,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,734 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,599,879 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $379,994 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $379,994 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,138 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,138 | TotalTaxAmt |
| Distributable Before Adj | $378,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $378,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $378,856 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $305,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,138 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $304,112 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $378,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $292,432 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $292,432 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,818 | 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 | $366,038 | 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||||
| 7900 EDGEWATER DR | OAKLAND | CA | 94621 | PUBLIC CHARITY | SPONSORSHIPSPONSORSHIP | $2,500 | |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 NORTH BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | PUBLIC CHARITY | SPONSORSHIP - TOUR DE CURE | $1,000 | |
| BRIDGE HOUSING CORPORATION | |||||||
| 600 CALIFORNIA ST 900 | SAN FRANCISCO | CA | 94108 | PUBLIC CHARITY | TARGET BENEFIT: THE GOAL OF THIS CHARITY IS TO EXPAND HOUSING OPPORTUNITIES FOR THOUSANDS OF PEOPLE BUT ALSO TO PRODUCE INNOVATIVE, MULTI-DIMENSIONAL DEVELOPMENTS THAT SERVE COMMUNITIES AND NEIGHBORHOODS IN DIVERSE WAYS. BRIDGE STRENGTHENS COMMUNITIES BY DEVELOPING, OWNING AND MANAGING HIGH-QUALITY AFFORDABLE HOMES FOR WORKING FAMILIES AND SENIORS. | $25,000 | |
| BRIDGE OF LIFE | |||||||
| 2000 16TH ST | DENVER | CO | 80202 | PUBLIC CHARITY | SPONSORSHIP - DONATION FOR TOUR DAVITA | $25,000 | |
| BURLINGAME COMMUNITY EDUCATION FOUNDATION | |||||||
| PO BOX 117730 | BURLINGAME | CA | 94011 | PUBLIC CHARITY | STUCKER/BURLINGAME PROJECT; THE MAIN FOUNDATION THAT SUPPORTS ELEMENTARY SCHOOLS IN BURLINGAME. DID NOT OPPOSE OUR PROJECT. NEWLY ELECTED BURLINGAME COUNCILMEMBER IS PAST PRESIDENT. | $2,500 | |
| BURLINGAME HIGH SCHOOL EXCELLENCE FUND | |||||||
| 1 MANGINI WAY | BURLINGAME | CA | 94010 | PUBLIC CHARITY | TARGET BENEFIT: STUCKER/BURLINGAME PROJECT; THE MAIN FOUNDATION THAT SUPPORTS ELEMENTARY SCHOOLS IN BURLINGAME. DID NOT OPPOSE OUR PROJECT. NEWLY ELECTED BURLINGAME COUNCILMEMBER IS PAST PRESIDENT. | $2,500 | |
| CANCER CAREPOINT | |||||||
| 2505 SAMARITAN DR 402 | SAN JOSE | CA | 95124 | PUBLIC CHARITY | TARGET BENEFIT: THEIR ANNUAL FUNDRAISER HAS BECOME AN EVENT WELL ATTENDED BY SOUTH BAY ELECTED LEADERS AND IS A GOOD HIGH VISIBILITY NETWORKING OPPORTUNITY FOR SUMMERHILL. | $5,000 | |
| CHRYSALIS | |||||||
| 522 S MAIN ST | LOS ANGELES | CA | 90013 | PUBLIC CHARITY | SPONSORSHIP / DONATION | $1,000 | |
| CITY YEAR SAN JOSE SILICON VALLEY | |||||||
| 1922 THE ALAMEDA SUITE 104 | SAN JOSE | CA | 95126 | PUBLIC CHARITY | SPONSORSHIP - ANNUAL FUNDRAISAING GALA - 2016 | $10,000 | |
| COMMUNITY INITIATIVES CIWI | |||||||
| 354 PINE ST 700 | SAN FRANCISCO | CA | 94104 | PUBLIC CHARITY | TARGET BENEFIT: EAST BAY AND OAKLAND PROJECTS. THE CONSTRUCTION INDUSTRY WORKFORCE INITIATIVE (CIWI) IS A PARTNERSHIP OF PRIVATE SECTOR CONSTRUCTION AND REAL ESTATE DEVELOPMENT COMPANIES COMMITTED TO EXPANDING OPPORTUNITIES AND ENHANCING THE DIVERSITY OF THE CONSTRUCTION INDUSTRY WORKFORCE THROUGH AN INTERNSHIP PROGRAM WITH AN EMPHASIS IN THE FOLLOWING FIELDS: CONSTRUCTION, REAL ESTATE DEVELOPMENT, ARCHITECTURE AND ENGINEERING, CIVIC ENGAGEMENT, AND URBAN DESIGN. | $2,500 | |
| DESERT LABRADOR RETRIEVER RESCUE INCF | |||||||
| 2905 E SKYLINE DRIVE SUITE 232 | TUCSON | AZ | 85718 | PUBLIC CHARITY | DESERT LABRADOR RETRIEVER RESCUE INC. - FUNDRAISER - RESCUE | $25,000 | |
| FREMONT EDUCATIONAL FOUNDATION | |||||||
| 39120 ARGONAUT WAY 381 | FREMONT | CA | 94538 | PUBLIC CHARITY | STATE STREET PROJECT AND FUTURE PROJECTS IN FREMONT. THE INNOVATIVE EDUCATION GRANTS PROGRAM WAS THE FIRST PROGRAM SPONSORED BY THE FREMONT EDUCATION FOUNDATION, FOUNDED IN 1991. THESE GRANTS FUND INNOVATIVE, QUALITY CLASSROOM PROGRAMS IN GRADES K-12 AND ARE AIMED AT INCREASING STUDENT ACADEMIC ACHIEVEMENT, CREATIVITY, LEADERSHIP, CRITICAL THINKING, PHYSICAL FITNESS AND HEALTH, SKILLS IN DIVERSITY AND CONFLICT RESOLUTION, AND EXPERIENCES IN THE VISUAL AND PERFORMING ARTS. | $5,000 | |
| GOOD SAMARITAN HOSPITAL OF LOS ANGELES | |||||||
| 1225 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | PUBLIC CHARITY | SPONSORSHIP / DONATION | $1,000 | |
| HAAS BUSINESS SCHOOL FUND | |||||||
| UNIVERSITY OF CALIFORNIA BERKELEY | BERKELEY | CA | 94720 | PUBLIC CHARITY | 2016 ANNUAL CONTRIBUTION | $15,000 | F602 HASS SCHOOL 6105 |
| HAKONE FOUNDATION | |||||||
| 21000 BIG BASIN WAY | SARATOGA | CA | 95070 | PUBLIC CHARITY | OUR SARATOGA PROJECT AND FUTURE PROJECTS IN WEST SILICON VALLEY OR SARATOGA. LOCATED IN SARATOGA, HAKONE IS ONE OF THE OLDEST JAPANESE GARDENS IN THE WESTERN HEMISPHERE. SUPPORTED BY TWO INFLUENTIAL COUNCILMEMBERS IN SARATOGA. | $1,000 | |
| HILLSBOROUGH AUXILIARY TO PFS | |||||||
| 24 SECOND AVENUE | SAN MATEO | CA | 94401 | PUBLIC CHARITY | TARGET BENEFIT: ALL PROJECTS IN SAN MATEO COUNTY. PENINSULA FAMILY SERVICES IS A WELL ESTABLISHED AND HIGHLY RESPECTIED SERVICE PROVIDER OF EARLY CHILDHOOD EDUCATION, FINANCIAL STABILITY, AND SENIOR SUPPORT SERVICES IN SAN MATEO COUNTY. ED IS FORMER SAN MATEO CITY MANAGER AND PRESIDENT IS DALY CITY CITY MANAGER. WITH THIS DONATION, SUMMERHILL WOULD BECOME A SPONSOR OF THE HILLSBOROUGH AUXILLARY TO PFS'S ANNUAL GALA SUPPORTING PFS WHICH WOULD INCLUDE PUBLIC RECOGNITION. EVENT IS HELD IN THE SPRING. DONATION CHECK WOULD BE MADE OUT TO "HILLSBOROUGH AUXILIARY TO PFS". | $10,000 | |
| HOUSING INDUSTRY FOUNDATION | |||||||
| 1730 S EL CAMINO REAL 480 | SAN MATEO | CA | 94402 | PUBLIC CHARITY | SPONSORSHIP - 2015 ANNUAL SUMMIT DINNER | $28,250 | |
| HOUSING TRUST SILICON VALLEY | |||||||
| SAN JOSE EXECUTIVE CENTER 95 S | SAN JOSE | CA | 95113 | PUBLIC CHARITY | TARGET BENEFIT: ALL PENINSULA AND SOUTH BAY PROJECTS. THEIR ANNUAL BRIEFING IS ATTENDED BY MOST ELECTED LEADERS AND HIGH LEVEL POLITICIANS AND IS A MAJOR NETWORKING OPPORTUNITY FOR SUMMERHILL. | $10,000 | MARKET ST 610 |
| HUNTINGTON MEMORIAL HOSPITAL FOUNDATION | |||||||
| 100 W CALIFORNIA BLVD | PASADENA | CA | 91105 | PUBLIC CHARITY | SPONSORSHIP / DONATION | $1,000 | |
| JOHN MUIR HEALTH FOUNDATION | |||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | PUBLIC CHARITY | SPONSORSHIP - JOHN MUIR HEALTH GALA - 3RD ANNUAL | $10,000 | |
| JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA | |||||||
| 3003 OAK RD 109 | WALNUT CREEK | CA | 94597 | PUBLIC CHARITY | SPONSORSHIP - BOCCE TOURNAMENT | $3,500 | |
| LOS ANGELES MUSEUM OF THE HOLOCAUST | |||||||
| 100 THE GROVE DR | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | SPONSORSHIP / DONATION | $1,000 | |
| LOS GATOS EDUCATION FOUNDATION | |||||||
| 17010 ROBERTS ROAD | LOS GATOS | CA | 95032 | PUBLIC CHARITY | TARGET BENEFIT: NORTH 40 PROJECT AND THE SISTERS' PROJECT. LGEF PROVIDES SUPPORT TO THE LOS GATOS PUBLIC SCHOOLS FOR SCIENCE, ART, SPORTS AND MUSIC. | $5,000 | |
| LUCILLE PACKARD CHILDREN'S HOSPITAL | |||||||
| 725 WELCH RD | PALO ALTO | CA | 94304 | PUBLIC CHARITY | TAKE A SLICE AT CANCER | $10,000 | |
| MISSION CITY COMMUNITY FUND | |||||||
| PO BOX 587 | SANTA CLARA | CA | 95052 | PUBLIC CHARITY | TARGET BENEFIT: LAWRENCE AND ALL FUTURE SANTA CLARA PROJECTS. THIS IS A KEY CHARITY SUPPORTED BY ALL CURRENT AND FORMER COUNCIL MEMBERS OF THE CITY OF SANTA CLARA. HIGH VISIBILITY FOR SUMMERHILL. | $10,000 | |
| MORAGA EDUCATION FOUNDATION | |||||||
| 1010 CAMINO PABLO | MORAGA | CA | 94556 | PUBLIC CHARITY | RANCHO LAGUNA AND HARVEST COURT. THIS IS THE EDUCATIONAL FOUNDATION FOR PUBLIC SCHOOLS IN MORAGA AND FUNDS ARE DISTRIBUTED AMONGST ALL SCHOOLS. WE HAVE A LOT OF VISIBILITY NOW WITH BOTH PROJECTS IN CONSTRUCTION AND WILL STILL NEED SUPPORT FROM TOWN AND THE ELECTEDS. | $2,500 | |
| OPTIMIST CLUB OF SAN JOSE INC | |||||||
| 1579 FERNDALE DRIVE | SAN JOSE | CA | 95118 | PUBLIC CHARITY | SPONSORSHIP | $1,000 | |
| SAN JOSE DAY NURSERY | |||||||
| 33 N 8TH ST | SAN JOSE | CA | 95112 | PUBLIC CHARITY | FUTURE SAN JOSE PROJECTS - SPONSORSHIP | $1,000 | |
| SAN MATEO COUNTY HISTORICAL ASSOCIATION | |||||||
| 2200 BROADWAY | REDWOOD CITY | CA | 94063 | PUBLIC CHARITY | PRESERVATION AND HISTORICAL | $1,000 | |
| SAVE MOUNT DIABLO | |||||||
| 1901 OLYMPIC BLVD 320 | WALNUT CREEK | CA | 94596 | PUBLIC CHARITY | TARGET BENEFIT: EAST BAY PROJECTS. SAVE MOUNT DIABLO IS ACTIVE POLITICALLY IN MANY JURISDICTIONS THAT WE DO BUSINESS IN, AND A POWERFUL VOICE IN THE EAST BAY REGION. THEY ARE ALSO VERY ENGAGED IN LAND USE REGULATIONS AND POLICY THROUGHOUT THE BAY AREA. THEIR BIG ANNUAL FUNDRAISER INCLUDES MAYORS AND ELECTEDS FROM KEY EAST BAY CITIES. | $10,000 | |
| SENTINELS OF FREEDOM | |||||||
| 2303 CAMINO RAMON 270 | SAN RAMON | CA | 94583 | PUBLIC CHARITY | TARGET BENEFIT: SUMMERHILL EAST BAY PROJECTS; INLCUDING ANDARES AND PELL PROJECT IN LIVERMORE. THE SENTINELS OF FREEDOM ORGANIZATION HELPS SEVERELY WOUNDED MEMBERS OF THE US ARMED SERVICES. THEIR EVENTS ARE ALWAYS WELL ATTENDED BY MAYORS AND ELECTEDS FROM EAST BAY CITIES. | $2,500 | |
| SEQUOIA AWARDS | |||||||
| PO BOX 2355 | REDWOOD CITY | CA | 94064 | PUBLIC CHARITY | TARGET BENEFIT: FUTURE REDWOOD CITY PROJECTS. SEQUOIA AWARDS HONORS AND AWARDS SCHOLARSHIPS TO HIGH SCHOOL STUDENTS IN REDWOOD CITY FOR THEIR VOLUNTEERISM. IT IS A HIGHLY RESPECTED AND ESTABLISHED PROGRAM. THE AWARDS DINNER IS ATTENDED BY 400+ PEOPLE AT HOTEL SOFITEL AND IS HISTORICALLY SUPPORTED BY ALL REDWOOD CITY COUNCILMEMBERS. EVENT IS IN THE SPRING. | $6,500 | |
| SILICON VALLEY BIKE COALITION | |||||||
| 96 N 3RD ST SUITE 375 | SAN JOSE | CA | 95109 | PUBLIC CHARITY | LAWRENCE STATION AND OTHER SHHG PROJECTS IN SILICON VALLEY. GIVEN THE INCREASED FOCUS ON SAFE PEDESTRIAN AND BIKE ROUTES IN OUR COMMUNITIES, THIS GROUP HAS BECOME A VOCAL AND INFLUENTIAL ENTITY ADVOCATING FOR GOOD PROJECTS WITH BIKE BENEFITS ALL OVER THE SILICON VALLEY. | $5,000 | |
| SILICON VALLEY EDUCATION FOUNDATION | |||||||
| 1400 PARKMOOR AVE 200 | SAN JOSE | CA | 95126 | PUBLIC CHARITY | LAWRENCE STATION AND OTHER SANTA CLARA PROJECTS. THIS SPECIFIC CAUSE WOULD BE THE "49ERS STEM LEADERSHIP INSTITUTE" WHICH IS SPONSORED IN PARTNERSHIP BY THE 49ERS FOUNDATION, THE SILICON VALLEY EDUCATION FOUNDATION AND THE SANTA CLARA UNIFIED SCHOOL DISTRICT. THE INSTITUTE AIMS TO PREPARE STUDENTS TO PURSUE STEM (SCIENCE, TECHNOLOGY, ENGINEERING, MATHEMATICS) MAJORS AT TOP-TIER UNIVERSITIES. THE PROGRAM IS HOUSED AT CABRILLO MIDDLE SCHOOL WHICH ALSO SERVES OUR LAWRENCE STATION PROJECT. NOW IN ITS 23RD YEAR, THE 49ERS FOUNDATION SUPPORTS DEVELOPMENT PROGRAMS FOR UNDERSERVED YOUTH THAT KEEP THEM, "SAFE, ON TRACK AND IN SCHOOL." | $10,000 | |
| SPECIAL EQUESTRIAN RIDING THERAPY - SERT | |||||||
| 2182 TIERRA REJADA ROAD | MOORPARK | CA | 93021 | PUBLIC CHARITY | SPONSORSHIP / DONATION | $1,000 | |
| THE HELKEINU FOUNDATION | |||||||
| 1875 CENTURY PARK EAST 1800 | LOS ANGELES | CA | 90067 | PUBLIC CHARITY | SPONSORSHIP / DONATION | $1,000 | |
| THE JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PUBLIC CHARITY | REC DINNER | $10,000 | |
| THE PAINTED TURTLE | |||||||
| 17000 ELIZABETH LAKE RD | LAKE HUGHES | CA | 93532 | PUBLIC CHARITY | SPONSORSHIP / DONATION | $1,000 | |
| UNIVERSITY CORPORATION SAN FRANCISCO STATE | |||||||
| ADMINISTRATION BLDG ROOM 361 1600 | SAN FRANCISCO | CA | 94132 | PUBLIC CHARITY | GEORGE AND JUDY MARCUS STUDENT - ATHLETE SCHOLARSHIP FUND | $40,000 | HOLLOWAY AVENUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $305,250 | 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 | $1,441 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,320 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $113,761 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,761 | 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 | $6,090 | 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 | $4,185,000 |
| 4,627 SHS COSTAR | $338,650 | $872,143 |
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 | $193 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT TO CASH | Desc |
| Amt | $20 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $0 |
| STATE ANNUAL REGISTRATION | $20 | $0 | $0 |
| ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS | $50 | $0 | $0 |
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