MARCUS & MILLICHAP FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARCUS & MILLICHAP FOUNDATION (EIN 77-0480868)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201623159349100787
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T16:19:58-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-04 | 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 | 2016-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,029,354 | 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 | $1,652 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,652 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $100,429 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,429 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $731 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $731 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $102,812 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,812 | 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 | $5,800 | 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 |
| Tot Opr Expenses Rev And Expnss | $5,880 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $462,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $462,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $468,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $462,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$365,568 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,812 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,127,687 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,762,119 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,762,119 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,281,120 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,281,120 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,265,735 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,410,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,044,739 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,029,354 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,410,307 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,044,739 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,410,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,044,739 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,410,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,044,739 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,410,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$365,568 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,044,739 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,044,739 | 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 | $731 | GrossSalesPriceAmt |
| Gain Or Loss | $731 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $731 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $731 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $319,567 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,256,233 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044040 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $184,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,731,507 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.027371 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $171,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,414,352 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026776 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $91,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,852,509 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.015549 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $93,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,644,902 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020022 | DistributionYr5Rt |
| Total Distribution | 0.133758 | TotalDistributionRt |
| Average Distribution | 0.026752 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,857,500 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $210,204 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,028 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $211,232 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $462,500 | 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 | $1,028 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,028 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,028 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,984 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,984 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,956 | OverpaymentAmt |
| Applied To ES Tax | $2,956 | 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 | $4,916,986 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,060,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,977,157 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,977,157 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,657 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,857,500 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $392,875 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $392,875 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,028 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,028 | TotalTaxAmt |
| Distributable Before Adj | $391,847 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $391,847 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $391,847 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $462,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $462,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,028 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $461,472 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $391,847 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $363,085 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $462,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $363,085 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $99,415 | 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 | $292,432 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| SAN MATEO COUNTY HISTORICAL ASSOCIATION | |||||||
| 2200 BROADWAY | REDWOOD CITY | CA | 94063 | PUBLIC CHARITY | PRESERVATION AND HISTORIAL | $1,000 | |
| THE JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PUBLIC CHARITY | REC DINNER | $10,000 | |
| URBAN LAND INSTITUTE | |||||||
| 1025 THOMAS JEFFERSON ST NW SUITE | WASHINGTON | DC | 20007 | PUBLIC CHARITY | ULI FOUNDATION | $75,000 | 500 WEST |
| HAAS BUSINESS SCHOOL FUND | |||||||
| UNIVERSITY OF CALIFORNIA BERKELEY | BERKELEY | CA | 94720 | PUBLIC CHARITY | 2014 - 2015 ANNUAL CONTRIBUTION TO FISHER CENTER FOR REAL ESTATE AND URBAN ECONOMICS UC BERKELEY | $15,000 | F602 HASS SCHOOL 6105 |
| K TO COLLEGE | |||||||
| 7730 PARDEE LANE | OAKLAND | CA | 94621 | PUBLIC CHARITY | SPONSORHIP - MAY 9TH SILICON VALLEY EVENT IN THE SANTA CLARA CONVENTION CENTER - HOMELESS CHILDREN | $5,000 | |
| OAKLAND SCHOOL FOR THE ARTS | |||||||
| 530 18TH STREET | OAKLAND | CA | 94612 | PUBLIC CHARITY | ANNUAL GALA RECEPTION | $10,000 | |
| BOMA SAN FRANCISCO FOUNDATION | |||||||
| CREATE 233 SANSOME STREET 8TH FLOOR | SAN FRANCISCO | CA | 94104 | PUBLIC CHARITY | SPONSORSHIP - INITIAL INDUSTRY EVENT | $10,000 | |
| OPTIMIST CLUB OF SAN JOSE INC | |||||||
| 1579 FERNDALE DRIVE | SAN JOSE | CA | 95118 | PUBLIC CHARITY | SPONSORSHIP | $1,000 | |
| JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA | |||||||
| 3003 OAK RD 109 | WALNUT CREEK | CA | 94597 | PUBLIC CHARITY | SPONSORSHIP - BOCCE TOURNAMENT | $3,000 | |
| EPPIE'S GREAT RACE | |||||||
| 735 UNIVERSITY AVENUE | SACRAMENTO | CA | 95825 | PUBLIC CHARITY | SPONSORSHIP - 2015 - THERAPEUTIC RECREATION SERVICES | $5,000 | |
| URBAN LAND INSTITUTE | |||||||
| 1025 THOMAS JEFFERSON ST NW SUITE | WASHINGTON | DC | 20007 | PUBLIC CHARITY | SPONSORSHIP - 2015 ULI FALL MEETING GALA | $25,000 | 500 WEST |
| CITY YEAR SAN JOSE SILICON VALLEY | |||||||
| 1922 THE ALAMEDA SUITE 104 | SAN JOSE | CA | 95126 | PUBLIC CHARITY | SPONSORSHIP - 2015 CITY YEAR GALA STARRY STARRY NIGHT | $10,000 | |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | |||||||
| UC BERKELEY 318 WURSTER HALL MC | BERKELEY | CA | 94720 | PUBLIC CHARITY | TERNER CENTER FOR HOUSING INNOVATION | $100,000 | 1850 |
| ULI FOUNDATION | |||||||
| 1025 THOMAS JEFFERSON ST NW SUITE | WASHINGTON | DC | 20007 | PUBLIC CHARITY | LEGACY GIVING PROGRAM | $50,000 | 500 WEST |
| DAVITA VILLAGE TRUST | |||||||
| 2000 16TH ST | DENVER | CO | 80202 | PUBLIC CHARITY | SPONSORSHIP - TOUR DAVITA - KIDNEY DISEASE AWARENESS | $25,000 | |
| LUCILLE PACKARD CHILDREN'S HOSPITAL | |||||||
| 725 WELCH RD | PALO ALTO | CA | 94304 | PUBLIC CHARITY | TAKE A SLICE AT CANCER | $10,000 | |
| LAMOTH | |||||||
| LOS ANGELES MUSEUM OF THE HOLOCAUST | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | SPONSORSHIP - LAMOTH PROVIDES FREE HOLOCAUST EDUCATION TO THE PUBLIC, PARTICULARLY STUDENTS FROM UNDERFUNDED SCHOOLS AND UNDERSERVED COMMUNITIES. | $1,000 | 100 S THE GROVE DR |
| HELP HOPE LIVE | |||||||
| 2 RADNOR CORPORATE CENTER 100 | WAYNE | PA | 19087 | PUBLIC CHARITY | IN HONOR OF NATALIE BUCHOZ FOUNDATION - SPINAL CORD INJURY | $1,000 | |
| CHRYSALIS | |||||||
| 522 S MAIN ST | LOS ANGELES | CA | 90013 | PUBLIC CHARITY | SPONSORSHIP - DEDICATED TO CREATING A PATHWAY FOR HOMELESS AND LOW INCOME INDIVIDUALS TO FIND AND RETAIN EMPLOYMENT IN LA | $1,000 | |
| SERT | |||||||
| 2182 TIERRA REJADA ROAD | MOORPARK | CA | 93021 | PUBLIC CHARITY | SPONSORSHIP FOR CEREBRAL PALSY - PROGRAM WORKS WITH MOBILITY CHALLENGED CHILDREN AND YOUNG ADULTS | $1,000 | |
| LOS GATOS EDUCATION FOUNDATION | |||||||
| 17010 ROBERTS ROAD | LOS GATOS | CA | 95032 | PUBLIC CHARITY | SPONSORSHIP - LGEF GRANTS FUND SCIENCE, MUSIC, ART AND SOCIAL-EMOTIONAL LEARNING PROGRAMS THAT ARE PART OF THE CURRICULUM OF EVERY DISTRICT STUDENT. | $10,000 | |
| JEWISH FEDERATION OF GREATER LOS ANGELES | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PUBLIC CHARITY | SPONSORSHIP | $1,000 | |
| SILICON VALLEY BIKE COALITION | |||||||
| 96 N 3RD ST SUITE 375 | SAN JOSE | CA | 95109 | PUBLIC CHARITY | SPONSORSHIP - THIS GROUP SUPPORTS OUR BIKE LANE EFFORTS IN LOS GATOS AND SANTA CLARA AND IS WORKING ON TURNING OUT SPEAKERS FOR THE PUBLIC HEARINGS. | $5,000 | |
| SILICON VALLEY EDUCATION FOUNDATION | |||||||
| 1400 PARKMOOR AVE 200 | SAN JOSE | CA | 95126 | PUBLIC CHARITY | SPONSORSHIP - THE SPECIFIC CAUSE WOULD BE THE "49ERS STEM LEADERSHIP INSTITUTE." NOW IN ITS 22ND YEAR, THE 49ERS FOUNDATION SUPPORTS DEVELOPMENT PROGRAMS FOR UNDERSERVED YOUTH THAT KEEP "SAFE, ON TRACK AND IN SCHOOL." | $10,000 | |
| MORAGA EDUCATION FOUNDATION | |||||||
| 1010 CAMINO PABLO | MORAGA | CA | 94556 | PUBLIC CHARITY | THIS IS THE EDUCATIONAL FOUNDATION FOR PUBLIC SCHOOLS IN MORAGA AND FUNDS ARE DISTRIBUTED AMONGST ALL SCHOOLS. | $5,000 | |
| MILPITAS COMMUNITY EDUCATIONAL ENDOWMENT | |||||||
| 1331 E CALAVERAS BLVD | MILPITAS | CA | 95035 | PUBLIC CHARITY | THEY OFFER SCHOLARSHIPS, 3 MAIN PROGRAMS, TECHNOLOGY SHOWCASE. PROJECT INSPIRE (PROJECT INSPIRE IS A PROGRAM TARGETED TO MIDDLE SCHOOL STUDENTS IN MILPITAS TO "INSPIRE" STUDENTS TO EXPLORE CAREERS AND THEIR FUTURE. | $2,500 | |
| SENTINELS OF FREEDOM | |||||||
| 2303 CAMINO RAMON 270 | SAN RAMON | CA | 94583 | PUBLIC CHARITY | AFFORDABLE HOUSING - HELPING OUT WOUNDED MEMBERS OF THE US ARMED SERVICES. | $2,500 | |
| FREMONT EDUCATIONAL FOUNDATION | |||||||
| 39120 ARGONAUT WAY 381 | FREMONT | CA | 94538 | PUBLIC CHARITY | 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 | |
| MID PENINSULA REGIONAL OPEN SPACE DISTRICT | |||||||
| 330 DISTEL CIR | LOS ALTOS | CA | 94022 | PUBLIC CHARITY | SPONSORSHIP - THE MIDPENINSULA REGIONAL OPEN SPACE DISTRICT IS A REGIONAL GREENBELT SYSTEM IN THE SAN FRANCISCO BAY AREA COMPRISED OF OVER 60,000 ACRES OF LAND IN 26 OPEN SPACE PRESERVES. | $5,000 | |
| MISSION CITY COMMUNITY FUND | |||||||
| PO BOX 587 | SANTA CLARA | CA | 95052 | PUBLIC CHARITY | 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 | |
| SAN JOSE DAY NURSERY | |||||||
| 33 N 8TH ST | SAN JOSE | CA | 95112 | PUBLIC CHARITY | SPONSORSHIP - CENTENNIAL CELEBRATION/FUNDRAISER. | $1,000 | |
| BURLINGAME COMMUNITY EDUCATION FOUNDATION | |||||||
| PO BOX 117730 | BURLINGAME | CA | 94011 | PUBLIC CHARITY | THE MAIN FOUNDATION THAT SUPPORTS ELEMENTARY SCHOOLS IN BURLINGAME. | $2,500 | |
| BURLINGAME HIGH SCHOOL EXCELLENCE FUND | |||||||
| 1 MANGINI WAY | BURLINGAME | CA | 94010 | PUBLIC CHARITY | THE MAIN FOUNDATION THAT SUPPORTS THE HIGH SCHOOL IN BURLINGAME. | $2,500 | |
| PENINSULA FAMILY SERVICES | |||||||
| 24 2ND AVE | SAN MATEO | CA | 94401 | PUBLIC CHARITY | THIS IS A A WELL ESTABLISHED AND HIGHLY RESPECTED SERVICE PROVIDER OF EARLY CHILDHOOD EDUCATION, FINANCIAL STABILITY AND SENIOR SUPPORT SERVICES IN SAN MATEO COUNTY. SPONSOR ANNUAL GALA SUPPORTING PFS - PUBLIC RECOGNITION. | $5,000 | |
| SEQUOIA AWARDS | |||||||
| PO BOX 2355 | REDWOOD CITY | CA | 94064 | PUBLIC CHARITY | SEQUOIA AWARDS HONORS AND AWARDS SCHOLARSHIPS TO HIGH SCHOOL STUDENTS IN REDWOOD CITY FOR THEIR VOLUNTERISM. THE AWARDS DINNER EVENT IS MARCH 10. | $6,500 | |
| BRIDGE HOUSING CORPORATION | |||||||
| 600 CALIFORNIA ST 900 | SAN FRANCISCO | CA | 94108 | PUBLIC CHARITY | SPONSORSHIP - BRIDGE'S STRENGTH DERIVES FROM THE PARTNERSHIP AND SUPPORT OF DONORS WHO MAKE OUR WORK POSSIBLE. THEY HAVE A COMMITMENT TO IMPROVING THE QUANTITY AND QUALITY OF AFFORDABLE HOUSING AND RESIDENT SERVICES IN COMMUNITIES ACROSS CALIFORNIA. | $25,000 | |
| RECOVERY CAFE | |||||||
| 80 S 5TH ST | SAN JOSE | CA | 95112 | PUBLIC CHARITY | SPONSORSHIP - RECOVERY CAFE SAN JOSE IS A HEALING COMMUNITY FOR THOSE WHO HAVE BEEN TRAUMATIZED BY ADDICTION, HOMELESSNESS, AND MENTAL HEALTH CHALLENGES. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $462,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,652 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,429 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $731 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $102,812 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,812 | 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 | $5,800 | 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 | $4,309,380 |
| 4,627 SHS COSTAR | $338,650 | $956,355 |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $35 | $0 | $0 |
| STATE ANNUAL REGISTRATION | $20 | $0 | $0 |
| ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS | $25 | $0 | $0 |
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