GEORG & JUDY MARCUS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GEORG & JUDY MARCUS FAMILY FOUNDATION (EIN 26-4647256)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202413189349103776
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T16:29:39-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264647256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE AND JUDY MARCUS FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION II | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 6508422210 | 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 | GEORGE MARCUS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6508422210 | PhoneNum |
| Signature | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNE F MACDONALD | PreparerPersonNm |
| PTIN | P00359548 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2024-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $69,193,290 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $440,520 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $440,520 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $738,500 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $738,500 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,579,020 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,179,020 | 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 | $32,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,160 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,340,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,340,740 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,373,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,340,740 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $205,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,179,020 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $193,096 | CashBOYAmt |
| Cash EOY | $415,706 | CashEOYAmt |
| Cash EOYFMV | $415,706 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,789,706 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,773,691 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,773,691 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $40,966,114 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,913,276 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,913,276 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $97,364 | OtherAssetsBOYAmt |
| Other Assets EOY | $90,617 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $90,617 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $59,046,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,193,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,193,290 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $476,577 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $615,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $476,577 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $615,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $58,569,703 | RetainedEarningBOYAmt |
| Retained Earning EOY | $68,578,290 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,569,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,578,290 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,046,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,193,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,569,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $205,120 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,948,637 | OtherIncreasesAmt |
| Subtotal | $68,723,460 | SubtotalAmt |
| Other Decreases | $145,170 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $68,578,290 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,388 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,388 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,388 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $107,005 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $107,005 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $90,617 | OverpaymentAmt |
| Applied To ES Tax | $90,617 | 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 | GEOFFREY BEDROSIAN | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUDITH A MARCUS | ||||||||
| 777 S CALIFORNIA AVENUE | PALO ALTO | CA | 94304 | TRUSTEE | 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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | N/A | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,141,449 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,674,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,815,482 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,815,482 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $792,232 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,023,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,601,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,601,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,388 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,388 | TotalTaxAmt |
| Distributable Before Adj | $2,584,775 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,584,775 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,584,775 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,340,740 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,340,740 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,584,775 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,130,068 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,853,185 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,341,762 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,122,833 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,327,183 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,775,031 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,340,740 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,584,775 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,755,965 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $68,530,996 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $25,130,068 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $43,400,928 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,853,185 | ExcessFromYear4Amt |
| Excess From Year3 | $5,341,762 | ExcessFromYear3Amt |
| Excess From Year2 | $4,122,833 | ExcessFromYear2Amt |
| Excess From Year1 | $12,327,183 | ExcessFromYear1Amt |
| Excess From Current Year | $5,755,965 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AHEPA CHARITABLE FUND | |||||
| 1909 Q ST NW 500 | WASHINGTON | DC | 20009 | CHARITY | $40,000 |
| AMERICAN HELLENIC INSTITUTE | |||||
| 1220 16TH ST NW | WASHINGTON | DC | 20036 | GENERAL FUND | $5,000 |
| AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | |||||
| 6-8 CHARLTON STREET | PRINCETON | NJ | 08540 | CHARITY | $125,000 |
| ANNUNCIATION CATHEDRAL | |||||
| 245 VALENCIA ST | SAN FRANCISCO | CA | 94103 | CHARITY | $20,000 |
| ARION | |||||
| 745 COMMONWEALTH AVENUE STE B-03 | BOSTON | MA | 02215 | GENERAL FUND | $25,000 |
| AVENIDAS | |||||
| 450 BRYANT ST | PALO ALTO | CA | 94301 | GENERAL FUND | $10,000 |
| BRING ME A BOOK | |||||
| 330 TWIN DOLPHIN DR 101 | REDWOOD CITY | CA | 94065 | GENERAL FUND | $500 |
| CATHOLIC CHARITIES | |||||
| 990 EDDY ST | SAN FRANCISCO | CA | 94109 | CHARITY | $3,000,000 |
| CATHOLIC WORKERS HOUSE | |||||
| 545 CASSIA ST PO BOX 513 | REDWOOD CITY | CA | 94063 | GENERAL FUND | $15,000 |
| CHILD ADVOCATES SILICON VALLEY | |||||
| 509 VALLEY WAY BUILDING 2 | MILPITAS | CA | 95035 | GENERAL FUND | $5,000 |
| CLINTON FOUNDATION | |||||
| 55 WEST 125TH STREET 14TH FLOOR | NEW YORK | NY | 10027 | CHARITY | $5,000 |
| COFAM | |||||
| 50 HAGIWARA TEA GARDEN DR | SAN FRANCISCO | CA | 94118 | GENERAL FUND | $10,000 |
| COMMUNITY SCHOOL OF MUSIC AND ARTS | |||||
| 230 SAN ANTONIO CIR | MOUNTAIN VIEW | CA | 94040 | GENERAL FUND | $500 |
| COMMUNITY SERVICES AGENCY | |||||
| 204 STIERLIN RD | MOUNTAIN VIEW | CA | 94043 | GENERAL FUND | $40,000 |
| CROSSROAD INSTITUTE | |||||
| 50 GODDARD AVE SUITE 224 | BROOKLINE | MA | 02445 | CHARITY | $150,000 |
| EACH GREEN CORNER | |||||
| SOUTHERN BAY-SIDE | SAN MATEO | CA | 94010 | GENERAL FUND | $5,000 |
| EAST PALO ALTO KIDS FOUNDATION | |||||
| PO BOX 50542 | PALO ALTO | CA | 94303 | CHARITY | $2,000 |
| EASTSIDE PREP | |||||
| 1041 MYRTLE ST | EAST PALO ALTO | CA | 94303 | GENERAL FUND | $5,000 |
| EL CAMINO YMCA | |||||
| 2400 GRANT RD | MOUNTAIN VIEW | CA | 94040 | GENERAL FUND | $5,000 |
| ELIOS CHARITABLE FOUNDATION | |||||
| 99 SHOTWELL ST | SAN FRANCISCO | CA | 94103 | GENERAL FUND | $1,000 |
| FOUNDATION FOR A COLLEGE EDUCATION | |||||
| 2160 EUCLID AVENUE | EAST PALO ALTO | CA | 94303 | GENERAL FUND | $1,000 |
| FRANCISCO PARK CONSERVANCY | |||||
| PO BOX 475035 | SAN FRANCISCO | CA | 94147 | GENERAL FUND | $5,000 |
| GREEK ORTHODOX ARCHDIOCESE OF AMERICA | |||||
| 8 E 79TH ST | NEW YORK | NY | 10075 | GENERAL FUND | $500,000 |
| GREEK ORTHODOX METROPOLIS OF SAN FRANCISCO GALA | |||||
| 245 VALENCIA ST | SAN FRANCISCO | CA | 94103 | CHARITY | $10,000 |
| HIDDEN VILLA | |||||
| 26870 MOODY ROAD | LOS ALTOS HILLS | CA | 94022 | GENERAL FUND | $5,000 |
| HOOVER INSTITUTION | |||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | GENERAL FUND | $5,000 |
| HUMAN RIGHTS WATCH | |||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | CHARIT | $15,000 |
| IOCC | |||||
| 110 WEST ROAD SUITE 360 | BALTIMORE | MD | 21204 | CHARITY | $150,000 |
| JOHN BURTON ADVOCATES FOR YOUTH | |||||
| 235 MONTGOMERY ST 1142 | SAN FRANCISCO | CA | 94104 | CHARITY | $9,600 |
| KAFENIA PEACE COLLECTIVE | |||||
| 2090 CORNELL ST | PALO ALTO | CA | 94306 | GENERAL FUND | $10,000 |
| KQED | |||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | GENERAL FUND | $5,500 |
| LOS ALTOS LIBRARY ENDOWMENT | |||||
| PO BOX 367 | LOS ALTOS | CA | 94023 | GENERAL FUND | $500 |
| LOS ALTOS MOUNTAIN VIEW COMMUNITY FUND | |||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | GENERAL FUND | $1,000 |
| MARINE CORPS HERITAGE FOUNDATION | |||||
| 1775 SEMPER FIDELIS WY | TRIANGLE | VA | 22172 | GENERAL FUND | $5,000 |
| METROPOLIS OF SAN FRANCISCO PHILOPTOCHOS | |||||
| 245 VALENCIA ST | SAN FRANCISCO | CA | 94103 | GENERAL FUND | $10,000 |
| MILLER CENTER FOUNDATION | |||||
| PO BOX 400406 | CHARLOTTESVILLE | VA | 22904 | GENERAL FUND | $1,000,000 |
| MONTALVO ARTS CENTER | |||||
| 15400 MONTALVO RD | SARATOGA | CA | 95070 | GENERAL FUND | $10,000 |
| NATIONAL HELLENIC MUSEUM | |||||
| 333 S HALSTED ST | CHICAGO | IL | 60661 | GENERAL FUND | $10,000 |
| NATIONAL HELLENIC SOCIETY | |||||
| 5019D BACKLICK RD | ANNANDALE | VA | 22003 | GENERAL FUND | $10,000 |
| NATIONAL REDISTRICTING FOUNDATION | |||||
| 17 EAST MONROE STREET 214 | CHICAGO | IL | 60603 | GENERAL FUND | $500,000 |
| ORTHODOX CHRISTIAN NETWORK | |||||
| 17070 COLLINS AVE APT 261 | SUNNY ISLES BEACH | FL | 33160 | CHARITY | $25,000 |
| PALO ALTO ART CENTER | |||||
| 1313 NEWELL RD | PALO ALTO | CA | 94303 | GENERAL FUND | $500 |
| PALO ALTO COMMUNITY FUND | |||||
| PO BOX 50634 | PALO ALTO | CA | 94303 | GENERAL FUND | $1,000 |
| POOR CLARES | |||||
| 4419 N HAWTHORNE ST | SPOKANE | WA | 99205 | GENERAL FUND | $5,000 |
| POST | |||||
| 222 HIGH ST | PALO ALTO | CA | 94301 | CHARITY | $5,000 |
| PROJECT MEXICO | |||||
| PO BOX 120028 | CHULA VISTA | CA | 91912 | CHARITY | $50,000 |
| SAINT NICHOLAS GREEK ORTHODOX CHURCH | |||||
| 986 CHAPMAN ST | SAN JOSE | CA | 95126 | GENERAL FUND | $50,000 |
| SALESIAN BOYS AND GIRLS CLUB | |||||
| 150 BYRON ST | EAST BOSTON | MA | 02128 | CHARITY | $1,000 |
| SAN FRANCISCO INTERFAITH COUNCIL | |||||
| 130 FISHER LOOP | SAN FRANCISCO | CA | 94129 | GENERAL FUND | $25,000 |
| SAN FRANCISCO ZOOLOGICAL SOCEITY | |||||
| SLOAT BLVD UPPER GREAT HWY | SAN FRANCISCO | CA | 94132 | CHARITY | $50,000 |
| SIERRA CLUB FOUNDATION | |||||
| 2101 WEBSTER ST SUITE 1250 | OAKLAND | CA | 94612 | GENERAL FUND | $5,000 |
| SISTERS OF THE PRESENTATION | |||||
| 2340 TURK BLVD | SAN FRANCISCO | CA | 94118 | GENERAL FUND | $10,000 |
| ST JOHN THE BAPTIST GREEK ORTHODOX CHURCH | |||||
| 143 EAST 17TH STREET | NEW YORK | NY | 10003 | GENERAL FUND | $10,000 |
| ST NICHOLAS & ST WILLIAMS CATHOLIC CHURCH | |||||
| 473 LINCOLN AVENUE | LOS ALTOS | CA | 94022 | GENERAL FUND | $13,000 |
| STANFORD UNIVERSITY | |||||
| 450 JANE STANFORD WAY | STANFORD | CA | 94305 | GENERAL FUND | $25,000 |
| TEEN SUCCESS | |||||
| 508 VALLEY WAY | MILPITAS | CA | 95035 | GENERAL FUND | $1,000 |
| THE HELLENIC INITIATIVE | |||||
| 750 LEXINGTON AVE 9TH FLOOR | NEW YORK | NY | 10022 | CHARITY | $25,000 |
| THE HELLENIC JOURNAL | |||||
| 696 SAN RAMON VLY 176 | DANVILLE | CA | 94526 | GENERAL FUND | $7,640 |
| THE ORDER OF SAINT ANDREW THE APOSTLE | |||||
| 8 EAST 79TH STREET | NEW YORK | NY | 10075 | CHARITY | $25,000 |
| UCSF FOUNDATION | |||||
| 2001 THE EMBARCADERO 3RD FLOOR | SAN FRANCISCO | CA | 94133 | CHARITY | $2,000,000 |
| UNITED RELIGIONS INTITIATIVE | |||||
| 1009 GENERAL KENNEDY AVE | SAN FRANCISCO | CA | 94129 | GENERAL FUND | $250,000 |
| WASHINGTON OXI DAY FOUNDATION | |||||
| 1100 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20037 | CHARITY | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,340,740 | 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 | $440,520 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $738,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,179,020 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,179,020 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GEORGE M AND JUDITH MARCUS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $7,400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $32,725 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MARCUS & MILLICHAP INCORPORATED (MMI) - 840,259 SHS | FMV | $36,702,513 | $36,702,513 |
| WELLS FARGO COMPANY (WFC) - 244,900 SHS | FMV | $12,053,978 | $12,053,978 |
| COSTAR GROUP INCORPORATED (CSGP) - 24,680 SHS | FMV | $2,156,785 | $2,156,785 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $97,364 | BOYBookValueAmt |
| EOY Book Value | $90,617 | EOYBookValueAmt |
| EOYFMV | $90,617 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX | Desc |
| Amt | $145,170 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $9,947,162 |
| REVERSAL OF PY BOOK/TAX DIFFERENCES | $1,475 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $476,577 | BOYBookValueAmt |
| EOY Book Value | $615,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAXES | CategoryTxt |
| Amt | $400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |