2016-11-10T16:19:58-06:00 2015-12-31 941341042 FRANK RIMERMAN & CO LLP 1801 PAGE MILL ROAD PALO ALTO CA 94304 990PF 2015-01-01 770480868 THE MARCUS & MILLICHAP COMPANY FOUNDATION MARC 6504941400 777 S CALIFORNIA AVENUE PALO ALTO CA 94304 ALEX YARMOLINSKY OFFICER/TREASURER 6504941400 2016-11-04 1 ANNE F MACDONALD P00359548 6508458100 2016-11-04 2015 2017-02-10 21:41:12Z X 8029354 X X 1652 1652 100429 100429 731 731 731 102812 102812 0 0 0 5800 0 0 80 0 0 5880 0 0 462500 462500 468380 0 462500 -365568 102812 3127687 2762119 2762119 2281120 2281120 5265735 1500 1500 1500 5410307 5044739 8029354 0 0 X 5410307 5044739 5410307 5044739 5410307 5044739 5410307 -365568 0 5044739 0 5044739 CAPITAL GAINS DIVIDENDS P 731 731 731 731 0 319567 7256233 0.044040 184250 6731507 0.027371 171750 6414352 0.026776 91000 5852509 0.015549 93000 4644902 0.020022 0.133758 0.026752 7857500 210204 1028 211232 462500 X 1028 0 1028 0 1028 3984 3984 X 2956 2956 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 4916986 3060171 0 7977157 0 0 7977157 119657 7857500 392875 392875 1028 1028 391847 0 391847 0 391847 462500 0 462500 1028 461472 391847 363085 0 0 462500 363085 0 0 99415 0 0 0 0 0 0 0 0 292432 0 0 0 X SAN MATEO COUNTY HISTORICAL ASSOCIATION 2200 BROADWAY REDWOOD CITY CA 94063 PUBLIC CHARITY PRESERVATION AND HISTORIAL 1000 THE JEWISH FEDERATION 6505 WILSHIRE BLVD LOS ANGELES CA 90048 PUBLIC CHARITY REC DINNER 10000 URBAN LAND INSTITUTE 1025 THOMAS JEFFERSON ST NW SUITE 500 WEST WASHINGTON DC 20007 PUBLIC CHARITY ULI FOUNDATION 75000 HAAS BUSINESS SCHOOL FUND UNIVERSITY OF CALIFORNIA BERKELEY F602 HASS SCHOOL 6105 BERKELEY CA 94720 PUBLIC CHARITY 2014 - 2015 ANNUAL CONTRIBUTION TO FISHER CENTER FOR REAL ESTATE AND URBAN ECONOMICS UC BERKELEY 15000 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 5000 OAKLAND SCHOOL FOR THE ARTS 530 18TH STREET OAKLAND CA 94612 PUBLIC CHARITY ANNUAL GALA RECEPTION 10000 BOMA SAN FRANCISCO FOUNDATION CREATE 233 SANSOME STREET 8TH FLOOR SAN FRANCISCO CA 94104 PUBLIC CHARITY SPONSORSHIP - INITIAL INDUSTRY EVENT 10000 OPTIMIST CLUB OF SAN JOSE INC 1579 FERNDALE DRIVE SAN JOSE CA 95118 PUBLIC CHARITY SPONSORSHIP 1000 JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA 3003 OAK RD 109 WALNUT CREEK CA 94597 PUBLIC CHARITY SPONSORSHIP - BOCCE TOURNAMENT 3000 EPPIE'S GREAT RACE 735 UNIVERSITY AVENUE SACRAMENTO CA 95825 PUBLIC CHARITY SPONSORSHIP - 2015 - THERAPEUTIC RECREATION SERVICES 5000 URBAN LAND INSTITUTE 1025 THOMAS JEFFERSON ST NW SUITE 500 WEST WASHINGTON DC 20007 PUBLIC CHARITY SPONSORSHIP - 2015 ULI FALL MEETING GALA 25000 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 10000 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION UC BERKELEY 318 WURSTER HALL MC 1850 BERKELEY CA 94720 PUBLIC CHARITY TERNER CENTER FOR HOUSING INNOVATION 100000 ULI FOUNDATION 1025 THOMAS JEFFERSON ST NW SUITE 500 WEST WASHINGTON DC 20007 PUBLIC CHARITY LEGACY GIVING PROGRAM 50000 DAVITA VILLAGE TRUST 2000 16TH ST DENVER CO 80202 PUBLIC CHARITY SPONSORSHIP - TOUR DAVITA - KIDNEY DISEASE AWARENESS 25000 LUCILLE PACKARD CHILDREN'S HOSPITAL 725 WELCH RD PALO ALTO CA 94304 PUBLIC CHARITY TAKE A SLICE AT CANCER 10000 LAMOTH LOS ANGELES MUSEUM OF THE HOLOCAUST 100 S THE GROVE DR LOS ANGELES CA 90036 PUBLIC CHARITY SPONSORSHIP - LAMOTH PROVIDES FREE HOLOCAUST EDUCATION TO THE PUBLIC, PARTICULARLY STUDENTS FROM UNDERFUNDED SCHOOLS AND UNDERSERVED COMMUNITIES. 1000 HELP HOPE LIVE 2 RADNOR CORPORATE CENTER 100 WAYNE PA 19087 PUBLIC CHARITY IN HONOR OF NATALIE BUCHOZ FOUNDATION - SPINAL CORD INJURY 1000 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 1000 SERT 2182 TIERRA REJADA ROAD MOORPARK CA 93021 PUBLIC CHARITY SPONSORSHIP FOR CEREBRAL PALSY - PROGRAM WORKS WITH MOBILITY CHALLENGED CHILDREN AND YOUNG ADULTS 1000 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. 10000 JEWISH FEDERATION OF GREATER LOS ANGELES 6505 WILSHIRE BLVD LOS ANGELES CA 90048 PUBLIC CHARITY SPONSORSHIP 1000 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. 5000 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." 10000 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. 5000 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. 2500 SENTINELS OF FREEDOM 2303 CAMINO RAMON 270 SAN RAMON CA 94583 PUBLIC CHARITY AFFORDABLE HOUSING - HELPING OUT WOUNDED MEMBERS OF THE US ARMED SERVICES. 2500 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. 5000 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. 5000 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. 10000 SAN JOSE DAY NURSERY 33 N 8TH ST SAN JOSE CA 95112 PUBLIC CHARITY SPONSORSHIP - CENTENNIAL CELEBRATION/FUNDRAISER. 1000 BURLINGAME COMMUNITY EDUCATION FOUNDATION PO BOX 117730 BURLINGAME CA 94011 PUBLIC CHARITY THE MAIN FOUNDATION THAT SUPPORTS ELEMENTARY SCHOOLS IN BURLINGAME. 2500 BURLINGAME HIGH SCHOOL EXCELLENCE FUND 1 MANGINI WAY BURLINGAME CA 94010 PUBLIC CHARITY THE MAIN FOUNDATION THAT SUPPORTS THE HIGH SCHOOL IN BURLINGAME. 2500 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. 5000 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. 6500 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. 25000 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. 5000 462500 0 14 1652 14 100429 14 731 0 102812 0 102812 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5800 0 0 18,000 SHS ESSEX PPTY TR 1942470 4309380 4,627 SHS COSTAR 338650 956355 DUE FROM MARCUS FAMILY FOUNDATION 1500 1500 1500 FRANCHISE TAX BOARD 35 0 0 STATE ANNUAL REGISTRATION 20 0 0 ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS 25 0 0