MARCUS & MILLICHAP FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MARCUS & MILLICHAP FOUNDATION (EIN 77-0480868)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201511319349101866
- Schema version
- 2014v5.0
- 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 | 2015-05-11T14:25:11-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 FOUNDATION | BusinessNameLine1Txt |
| 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 | 2015-05-08 | 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 | 2015-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,697,643 | 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 | $2,893 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,893 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $90,360 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,360 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $93,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,253 | 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 | $7,830 | 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 | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,940 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $320,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $320,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $328,440 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $320,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$235,187 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,253 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,352,874 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,127,687 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,127,687 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,281,120 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,281,120 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,568,456 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,635,494 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,410,307 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,697,643 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,635,494 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,410,307 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,635,494 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,410,307 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,635,494 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,410,307 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,635,494 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$235,187 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,000 | OtherIncreasesAmt |
| Subtotal | $5,410,307 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,410,307 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $184,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,731,507 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.027371 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $171,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,414,352 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026776 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $91,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,852,509 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.015549 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $93,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,644,902 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.020022 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $147,980 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,760,931 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039347 | DistributionYr5Rt |
| Total Distribution | 0.129065 | TotalDistributionRt |
| Average Distribution | 0.025813 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,256,233 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $187,305 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $933 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $188,238 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $320,500 | 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 | $933 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $933 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $933 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,917 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,917 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,984 | OverpaymentAmt |
| Applied To ES Tax | $3,984 | 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 CALIFORNIA AVENUE | PALO ALTO | CA | 94304 | DIRECTOR/ PRESIDENT & CEO | 1.00 | $0 | $0 | $0 |
| ROBERT H KENNIS | ||||||||
| 777 CALIFORNIA AVENUE | PALO ALTO | CA | 94304 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALEX YARMOLINSKY | ||||||||
| 777 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 | $4,033,666 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,333,068 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,366,734 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,366,734 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,501 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,256,233 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $362,812 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $362,812 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $933 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $933 | TotalTaxAmt |
| Distributable Before Adj | $361,879 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $371,879 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $371,879 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $320,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $320,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $933 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $319,567 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $371,879 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $311,706 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $320,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $311,706 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,794 | 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 | $363,085 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALL STARS HELPING KIDS | |||||||
| 2901 TASMAN DRIVE SUITE 218 | SANTA CLARA | CA | 95054 | PUBLIC CHARITY | 25TH ANNIVERSARY CELEBRATION GALA | $50,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 1710 WEBSTER STREET | OAKLAND | CA | 94612 | PUBLIC CHARITY | 18TH ANNUAL GOLDEN GATE INVITATIONAL | $7,500 | |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 NORTH BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | PUBLIC CHARITY | TOUR DE CURE | $1,000 | |
| BRONCO BENCH FOUNDATION | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | PUBLIC CHARITY | SPONSORSHIP- SANTA CLARA WOMEN'S SOCCER PROGRAM SCU CELEB GOLF TOURNAMENT | $20,000 | |
| BURLINGAME COMMUNITY EDUCATION FOUNDATION | |||||||
| PO BOX 117730 | BURLINGAME | CA | 94011 | PUBLIC CHARITY | BCE HELPS BURLINGAME SCHOOL DISTRICT SUSTAIN AND ENHANCE AN EXCEPTIONAL PUBLIC EDUCATION FOR ALL K-8 STUDENTS | $5,000 | |
| BURLINGAME HIGH SCHOOL EXCELLENCE FUND | |||||||
| 1 MANGINI WAY | BURLINGAME | CA | 94010 | PUBLIC CHARITY | HELPS TO SUPPLEMENT THE SCHOOL BUDGET- ENABLES FUNDING OF CRITICAL PROGRAMS THAT TIE DIRECTLY INTO THE BURLINGAME HIGH SCHOOL STATEMENT. | $5,000 | |
| CAL AQUATIC LEGENDS | |||||||
| DEPARTMENT OF REC SPORTS 2301 | BERKELEY | CA | 94720 | PUBLIC CHARITY | SPONSORSHIP- UC BERKELEY RECREATIONAL SPORTS | $50,000 | BANCROFT WAY |
| CITY OF HOPE | |||||||
| 1055 WILSHIRE BLVD 11TH FLOOR | LOS ANGELES | CA | 90017 | PUBLIC CHARITY | 2014 LARE SPIRIT OF LIFE CELEBRATION HONORING WILLIAM MCMORROW | $5,000 | |
| DAVITA VILLAGE TRUST | |||||||
| 2000 16TH STREET | DENVER | CO | 80202 | PUBLIC CHARITY | ANNUAL DAVITA TOUR | $10,000 | |
| HAAS BUSINESS SCHOOL FUND | |||||||
| F602 HAAS SCHOOL 6105 | BERKELEY | CA | 94720 | PUBLIC CHARITY | 2013-2014 ANNUAL CONTRIBUTION FUND | $15,000 | |
| INNVISION SHELTER NETWORK'S BENEFIT | |||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | PUBLIC CHARITY | SPONSORSHIP- HELPING HOMELESS FAMILIES ACROSS SILICON VALLEY AND THE SAN FRANCISCO PENINSULA | $10,000 | |
| JEWISH FAMILY AND CHILDREN SERVICES | |||||||
| 235 MONTGOMERY STREET SUITE 1142 | SAN FRANCISCO | CA | 94104 | PUBLIC CHARITY | EMIGRE GALA SPONSORSHIP- EUREKA SOCIETY | $10,000 | |
| JOHN BURTON FOUNDATION | |||||||
| 39 MESA STREET SUITE 205 | SAN FRANCISCO | CA | 94129 | PUBLIC CHARITY | SPONSORSHIP- CHILDREN WITHOTU HOMES IN CA | $10,000 | |
| JUNIOR ACHIEVEMENT BOCCE BALL TOURNAMENT | |||||||
| 3003 OAK ROAD 109 | WALNUT CREEK | CA | 94597 | PUBLIC CHARITY | BOCCE BALL JUNIOR ACHIEVEMENT | $2,500 | |
| LATIN AMERICA COMMUNITY ASSISTANCE FOUNDATION | |||||||
| PO BOX 21000 | CASTRO VALLEY | CA | 94546 | PUBLIC CHARITY | IN HONOR OF WALT TURNER AND LILLIAN TRILLO- SPONSORSHIP- IMPROVING THE LIVES OF THE RURAL POOR IN LATIN AMERICA | $10,000 | |
| LDS PHILANTHROPIES | |||||||
| 1450 N UNIVERSITY AVENUE | PROVO | UT | 84604 | PUBLIC CHARITY | IN MEMORY OF CHRISTIAN EUGENE HANSEN | $35,000 | |
| LOS GATOS EDUCATION FOUNDATION | |||||||
| 17010 ROBERTS ROAD | LOS GATOS | CA | 95032 | PUBLIC CHARITY | PARENT RUN NON-PROFIT ORGANIZATION SUPPORTING THE LOS GATOS PUBLIC SCHOOLS | $10,000 | |
| LOS PERALES ELEMENTARY SCHOOL PTA | |||||||
| 22 WAKEFIELD DRIVE | MORAGA | CA | 94556 | PUBLIC CHARITY | TARGET BENEFIT: RANCHO LAGUNA AND CAMINO RICARDO - FUNDRAISING CAMPAIGN TO PUT IN A NEW PLAYGROUND FOR 3RD-5TH GRADERS. | $5,000 | |
| MORAGA EDUCATION FOUNDATION | |||||||
| 1010 CAMINO PABLO | MORAGA | CA | 94556 | PUBLIC CHARITY | TARGET BENEFIT: RANCHO LAGUNA AND CAMINO RICARDO. THIS IS THE EDUCATIONAL FOUNDATION FOR PUBLIC SCHOOLS IN MORAGA AND FUNDS ARE DISTRIBUTED AMONGST ALL SCHOOLS. | $5,000 | |
| NORTHWEST ASSISTING MINISTRIES | |||||||
| 15555 KUYKENDAHL | HOUSTON | TX | 77090 | PUBLIC CHARITY | MEMORIAL DONATION ON BEHALF OF MARY ANN ALDEN | $1,000 | |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | PUBLIC CHARITY | SPONSORSHIP- CONSERVATION OF OPEN SPACE, FARMS AND PARKLAND IN AND AROUD SILICON VALLEY | $10,000 | |
| RONALD MCDONALD HOUSE AT STANFORD | |||||||
| 520 SAND HILL ROAD | PALO ALTO | CA | 94304 | PUBLIC CHARITY | RONALD MCDONALD HOSUE SPONSORSHIP | $1,250 | |
| RONALD MCDONALD HOSUE CHARITIES NORTHERN CALIFORNIA (SACRAMENTO) | |||||||
| 2555 49TH STREET | SACRAMENTO | CA | 95817 | PUBLIC CHARITY | RONALD MCDONALD HOSUE SPONSORSHIP | $1,250 | |
| RONALD MCDONALD HOUSE OF SAN FRANCISCO | |||||||
| 1640 SCOTT STREET | SAN FRANCISCO | CA | 94115 | PUBLIC CHARITY | RONALD MCDONALD HOUSE SPONSORSHIP | $1,250 | |
| RONALD MCDONALD HOUSE OF THE CENTRAL VALLEY (MADERA) | |||||||
| 9161 RANDALL WAY | MADERA | CA | 93636 | PUBLIC CHARITY | RONALD MCDONALD HOSUE SPONSORSHIP | $625 | |
| RONALD MCDONALD HOUSE OF NORTHERN NEVADA | |||||||
| 323 MAINE STREET | RENO | NV | 89502 | PUBLIC CHARITY | RONALD MCDONALD HOUSE SPONSORSHIP | $625 | |
| SAN MATEO COUNTY HISTORICAL ASSOCIATION | |||||||
| 2200 BROADWAY | REDWOOD CITY | CA | 94063 | PUBLIC CHARITY | PRESERVATION AND HISTORICAL | $1,000 | |
| SENTINELS OF FREEDOM | |||||||
| 2678 BISHOP DRIVE SUITE 105 | SAN RAMON | CA | 94583 | PUBLIC CHARITY | TARGET BENEFIT: SUMMERHILL EAST BAY PROJECTS, DUBLIN, PLEASANTON, SAN RAMON, DANVILLE- AFFORDABLE HOUSING- HELPING OUT WOUNDED MEMBERS OF THE US ARMED FORCES | $5,000 | |
| SILICON VALLEY BIKE COALITION | |||||||
| 96 N THIRD STREET SUITE 375 | SAN JOSE | CA | 95109 | PUBLIC CHARITY | TARGET BENEFIT: NORTH 40 PROJECTS AND OTHER SHHG PROJECTS IN SILICON VALLEY | $2,500 | |
| SILICON VALLEY EDUCATION FOUNDATION | |||||||
| 1400 PARKMOOR AVE 200 | SAN JOSE | CA | 95126 | PUBLIC CHARITY | TARGET BENEFIT: LAWRENCE STATION ASSEMBLAGE- SUPPORTING CAUSE IS THE "49ERS STEM LEADERSHIP INSTITUTE. SILICON VALLEY EDUCATYION FOUNDATION IS A NONPROFIT RESOURCE AND ADVOCATE FOR STUDENTS AND EDUCATORS | $10,000 | |
| ULI SF | |||||||
| 1 CALIFORNIA STREET SUITE 2500 | SAN FRANCISCO | CA | 94111 | PUBLIC CHARITY | SF DISTRICT COUNCIL SPONSORSHIP 07/01/2014-06/30/2015 | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $320,500 | 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 | $2,893 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,360 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $93,253 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,253 | 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 | $7,830 | 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 | $3,718,800 |
| 4,627 SHS COSTAR | $338,650 | $849,656 |
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 CHARGE | Desc |
| Revenue And Expenses Per Books | $30 | 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 | REVERSAL OF PRIOR YEAR GRANT EXPENSE | Desc |
| Amt | $10,000 | 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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