2017-11-15T17:05:45-06:00 2016-12-31 941341042 FRANK RIMERMAN & CO LLP 1801 PAGE MILL ROAD PALO ALTO CA 94304 990PF 2016-01-01 770480868 THE MARCUS & MILLICHAP COMPANY FOUNDATION MARC 6504941400 777 S CALIFORNIA AVENUE PALO ALTO CA 94304 ALEX YARMOLINSKY OFFICER/TREASURER 6504941400 2017-11-10 1 ANNE F MACDONALD P00359548 6508458100 2017-11-10 50.204.21.130 2017-11-10 15:22:13 PS P FB7AAFE5086C534DCA1DD25347157B94EA212998 A9773DE440AB0478E85C913779B51AA14896A6E4 2016 2021-01-29 14:40:06Z X 7622930 X X 1441 1441 112320 112320 0 113761 113761 0 0 0 6090 0 0 80 0 0 193 0 0 6363 0 0 305250 305250 311613 0 305250 -197852 113761 2762119 2564287 2564287 2281120 2281120 5057143 1500 1500 1500 5044739 4846907 7622930 0 0 X 5044739 4846907 5044739 4846907 5044739 4846907 5044739 -197852 20 4846907 0 4846907 0 461472 7857500 0.058730 319567 7256233 0.044040 184250 6731507 0.027371 171750 6414352 0.026776 91000 5852509 0.015549 0.172466 0.034493 7599879 262143 1138 263281 305250 X 1138 0 1138 0 1138 2956 2500 5456 X 4318 4318 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ALEX YARMOLINSKY 6508422246 777 S CALIFORNIA AVENUE PALO ALTO CA 94304 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 4936585 2779028 0 7715613 0 0 7715613 115734 7599879 379994 379994 1138 1138 378856 0 378856 0 378856 305250 0 305250 1138 304112 378856 292432 0 0 305250 292432 0 0 12818 0 0 0 0 0 0 0 0 366038 0 0 0 X ALAMEDA COUNTY COMMUNITY FOOD BANK 7900 EDGEWATER DR OAKLAND CA 94621 PUBLIC CHARITY SPONSORSHIPSPONSORSHIP 2500 AMERICAN DIABETES ASSOCIATION 1701 NORTH BEAUREGARD STREET ALEXANDRIA VA 22311 PUBLIC CHARITY SPONSORSHIP - TOUR DE CURE 1000 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. 25000 BRIDGE OF LIFE 2000 16TH ST DENVER CO 80202 PUBLIC CHARITY SPONSORSHIP - DONATION FOR TOUR DAVITA 25000 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. 2500 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. 2500 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. 5000 CHRYSALIS 522 S MAIN ST LOS ANGELES CA 90013 PUBLIC CHARITY SPONSORSHIP / DONATION 1000 CITY YEAR SAN JOSE SILICON VALLEY 1922 THE ALAMEDA SUITE 104 SAN JOSE CA 95126 PUBLIC CHARITY SPONSORSHIP - ANNUAL FUNDRAISAING GALA - 2016 10000 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. 2500 DESERT LABRADOR RETRIEVER RESCUE INCF 2905 E SKYLINE DRIVE SUITE 232 TUCSON AZ 85718 PUBLIC CHARITY DESERT LABRADOR RETRIEVER RESCUE INC. - FUNDRAISER - RESCUE 25000 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. 5000 GOOD SAMARITAN HOSPITAL OF LOS ANGELES 1225 WILSHIRE BLVD LOS ANGELES CA 90017 PUBLIC CHARITY SPONSORSHIP / DONATION 1000 HAAS BUSINESS SCHOOL FUND UNIVERSITY OF CALIFORNIA BERKELEY F602 HASS SCHOOL 6105 BERKELEY CA 94720 PUBLIC CHARITY 2016 ANNUAL CONTRIBUTION 15000 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. 1000 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". 10000 HOUSING INDUSTRY FOUNDATION 1730 S EL CAMINO REAL 480 SAN MATEO CA 94402 PUBLIC CHARITY SPONSORSHIP - 2015 ANNUAL SUMMIT DINNER 28250 HOUSING TRUST SILICON VALLEY SAN JOSE EXECUTIVE CENTER 95 S MARKET ST 610 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. 10000 HUNTINGTON MEMORIAL HOSPITAL FOUNDATION 100 W CALIFORNIA BLVD PASADENA CA 91105 PUBLIC CHARITY SPONSORSHIP / DONATION 1000 JOHN MUIR HEALTH FOUNDATION 1400 TREAT BLVD WALNUT CREEK CA 94597 PUBLIC CHARITY SPONSORSHIP - JOHN MUIR HEALTH GALA - 3RD ANNUAL 10000 JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA 3003 OAK RD 109 WALNUT CREEK CA 94597 PUBLIC CHARITY SPONSORSHIP - BOCCE TOURNAMENT 3500 LOS ANGELES MUSEUM OF THE HOLOCAUST 100 THE GROVE DR LOS ANGELES CA 90036 PUBLIC CHARITY SPONSORSHIP / DONATION 1000 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. 5000 LUCILLE PACKARD CHILDREN'S HOSPITAL 725 WELCH RD PALO ALTO CA 94304 PUBLIC CHARITY TAKE A SLICE AT CANCER 10000 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. 10000 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. 2500 OPTIMIST CLUB OF SAN JOSE INC 1579 FERNDALE DRIVE SAN JOSE CA 95118 PUBLIC CHARITY SPONSORSHIP 1000 SAN JOSE DAY NURSERY 33 N 8TH ST SAN JOSE CA 95112 PUBLIC CHARITY FUTURE SAN JOSE PROJECTS - SPONSORSHIP 1000 SAN MATEO COUNTY HISTORICAL ASSOCIATION 2200 BROADWAY REDWOOD CITY CA 94063 PUBLIC CHARITY PRESERVATION AND HISTORICAL 1000 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. 10000 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. 2500 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. 6500 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. 5000 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." 10000 SPECIAL EQUESTRIAN RIDING THERAPY - SERT 2182 TIERRA REJADA ROAD MOORPARK CA 93021 PUBLIC CHARITY SPONSORSHIP / DONATION 1000 THE HELKEINU FOUNDATION 1875 CENTURY PARK EAST 1800 LOS ANGELES CA 90067 PUBLIC CHARITY SPONSORSHIP / DONATION 1000 THE JEWISH FEDERATION 6505 WILSHIRE BLVD LOS ANGELES CA 90048 PUBLIC CHARITY REC DINNER 10000 THE PAINTED TURTLE 17000 ELIZABETH LAKE RD LAKE HUGHES CA 93532 PUBLIC CHARITY SPONSORSHIP / DONATION 1000 UNIVERSITY CORPORATION SAN FRANCISCO STATE ADMINISTRATION BLDG ROOM 361 1600 HOLLOWAY AVENUE SAN FRANCISCO CA 94132 PUBLIC CHARITY GEORGE AND JUDY MARCUS STUDENT - ATHLETE SCHOLARSHIP FUND 40000 305250 0 14 1441 14 112320 0 113761 0 113761 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6090 0 0 18,000 SHS ESSEX PPTY TR 1942470 4185000 4,627 SHS COSTAR 338650 872143 DUE FROM MARCUS FAMILY FOUNDATION 1500 1500 1500 BANK FEES 193 0 0 PRIOR PERIOD ADJUSTMENT TO CASH 20 FRANCHISE TAX BOARD 10 0 0 STATE ANNUAL REGISTRATION 20 0 0 ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS 50 0 0