GEORG & JUDY MARCUS FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GEORG & JUDY MARCUS FAMILY FOUNDATION (EIN 26-4647256)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-03
- IRS object ID
- 202143079349101234
- Schema version
- 2020v4.1
- 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 Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-03T19:29:10-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | MARCUS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNE F MACDONALD | PreparerPersonNm |
| PTIN | P00359548 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2021-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,655,337 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $61,801 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61,801 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $208,755 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $208,755 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $270,556 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $270,556 | 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 | $37,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,582,266 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,582,266 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,620,141 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,582,266 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,349,585 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $270,556 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,406,333 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,056,738 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,056,738 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $40,505,420 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,446,973 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,446,973 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $156,088 | OtherAssetsBOYAmt |
| Other Assets EOY | $151,626 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $151,626 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $58,067,841 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,655,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,655,337 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,461,564 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,435,732 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,461,564 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,435,732 | 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 | $55,606,277 | RetainedEarningBOYAmt |
| Retained Earning EOY | $44,219,605 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,606,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,219,605 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $58,067,841 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,655,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,606,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,349,585 | ExcessRevenueOverExpensesAmt |
| Other Increases | $51,810 | OtherIncreasesAmt |
| Subtotal | $48,308,502 | SubtotalAmt |
| Other Decreases | $4,088,897 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,219,605 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,761 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,761 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,761 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $155,387 | 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 | $155,387 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $151,626 | OverpaymentAmt |
| Applied To ES Tax | $151,626 | 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 | $30,851,919 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,716,913 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,568,832 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,568,832 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $683,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,885,300 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,244,265 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,244,265 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,761 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,761 | TotalTaxAmt |
| Distributable Before Adj | $2,240,504 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,240,504 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,240,504 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,582,266 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,582,266 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,582,266 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,240,504 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,244,532 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,898,668 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,087,397 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,130,068 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,853,185 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $49,213,850 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,582,266 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,240,504 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,341,762 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $54,555,612 | 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 | $3,244,532 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,311,080 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,898,668 | ExcessFromYear4Amt |
| Excess From Year3 | $1,087,397 | ExcessFromYear3Amt |
| Excess From Year2 | $25,130,068 | ExcessFromYear2Amt |
| Excess From Year1 | $15,853,185 | ExcessFromYear1Amt |
| Excess From Current Year | $5,341,762 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A CHANCE IN LIFE | ||||||
| 250 EAST 63RD STREE SUITE 204 | NEW YORK | NY | 10065 | PUBLIC CHARITY | CHARITY | $5,000 |
| A SAFE HAVEN FOR NEWBORNS | ||||||
| 6955 NW 77TH AVENUE SUITE 302 | MIAMI | FL | 33166 | PUBLIC CHARITY | CHARITY | $25,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PUBLIC CHARITY | CHARITY | $20,000 |
| AMERICAN HELLENIC COUNCIL CHARITABLE FOUNDATION | ||||||
| 3916 SEPULVEDA BLVD 201 | CULVER CITY | CA | 90230 | PUBLIC CHARITY | CHARITY | $5,000 |
| AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | ||||||
| 6-8 CHARLTON STREET | PRINCETON | NJ | 08540 | PUBLIC CHARITY | CHARITY | $100,000 |
| ANIMAL ASSISTED HAPPINESS | ||||||
| 1030 E EL CAMINO REAL | SUNNYVALE | CA | 94087 | PUBLIC CHARITY | CHARITY | $30,000 |
| ANNUAL DIOCESAN APPEAL 2020 | ||||||
| 1150 N 1ST STREET | SAN JOSE | CA | 95112 | PUBLIC CHARITY | GENERNAL FUND | $2,000 |
| ANNUNCIATION CATHEDRAL | ||||||
| 245 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | PUBLIC CHARITY | CHARITY | $20,000 |
| ARION | ||||||
| 745 COMMONWEALTH AVENUE STE B-03 | BOSTON | MA | 02215 | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| AVENIDAS | ||||||
| 450 BRYANT STREET | PALO ALTO | CA | 94301 | PUBLIC CHARITY | GENERNAL FUND | $5,000 |
| BAY AREA CANCER CONNECTIONS | ||||||
| 2235 EL CAMINO REAL | PALO ALTO | CA | 94306 | PUBLIC CHARITY | CHARITY | $25,000 |
| BAY SCHOLARS | ||||||
| 465 CALIFORNIA ST | SAN FRANCISCO | CA | 94104 | PUBLIC CHARITY | CHARITY | $45,000 |
| BRING ME A BOOK FOUNDATION | ||||||
| 330 TWIN DOLPHIN DR | REDWOOD CITY | CA | 94064 | PUBLIC CHARITY | GENERNAL FUND | $500 |
| CATHOLIC CHARITIES | ||||||
| 2050 BALLENGER AVE | ALEXANDRIA | VA | 22314 | PUBLIC CHARITY | GENERNAL FUND | $50,000 |
| CHP 11-99 FOUNDATION | ||||||
| 3188 AIRWAY AVENUE SUITE C | COSTA MESA | CA | 92626 | PUBLIC CHARITY | GENERNAL FUND | $5,000 |
| CLINTON FOUNDATION | ||||||
| 1633 BROADWAY5TH FLOOR | NEW YORK | NY | 10019 | PUBLIC CHARITY | GENERNAL FUND | $5,000 |
| COFAM | ||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | PUBLIC CHARITY | GENERNAL FUND | $136,000 |
| COMMONWEALTH CLUB | ||||||
| 110 THE EMBARCADERO | SAN FRANCISCO | CA | 94105 | PUBLIC CHARITY | GENERNAL FUND | $25,000 |
| COMMUNITY SERVICES AGENCY | ||||||
| 204 STIERLIN RD | MOUNTAIN VIEW | CA | 94043 | PUBLIC CHARITY | GENERNAL FUND | $55,000 |
| CSU FOUNDATION | ||||||
| 401 GOLDEN SHORE | LONG BEACH | CA | 90802 | PUBLIC CHARITY | CHARITY | $10,000 |
| EAST PALO ALTO KIDS FOUNDATION | ||||||
| PO BOX 50542 | PALO ALTO | CA | 94303 | PUBLIC CHARITY | GENERNAL FUND | $2,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | ||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | PUBLIC CHARITY | GENERNAL FUND | $2,000 |
| ELIOS CHARITABLE FOUNDATION | ||||||
| 99 SHOTWELL STREET | SAN FRANCISCO | CA | 94103 | PUBLIC CHARITY | CHARITY | $1,000 |
| FATHER BERRIS GOLF CLASSIC | ||||||
| PO BOX 3482 | SARATOGA | CA | 95070 | PUBLIC CHARITY | CHARITY | $1,000 |
| FOUNDATION FOR A COLLEGE EDUCATION | ||||||
| 2160 EUCLID AVENUE | EAST PALO ALTO | CA | 94303 | PUBLIC CHARITY | GENERNAL FUND | $1,000 |
| GREEK ORTHODOX METROPOLIS OF SAN FRANCISCO | ||||||
| 245 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | PUBLIC CHARITY | CHARITY | $250,000 |
| HAKONE FOUNDATION | ||||||
| PO BOX 2324 | SARATOGA | CA | 95070 | PUBLIC CHARITY | GENERNAL FUND | $500 |
| HIDDEN VILLA | ||||||
| 26870 MOODY ROAD | LOS ALTOS HILLS | CA | 94022 | PUBLIC CHARITY | GENERNAL FUND | $1,000 |
| HISPANIC FOUNDATION SILICON VALLEY | ||||||
| 1922 THE ALAMEDA SUITE 217 | SAN JOSE | CA | 95126 | PUBLIC CHARITY | GENERNAL FUND | $10,000 |
| HUMAN RIGHTS WATCH | ||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | PUBLIC CHARITY | CHARITY | $5,000 |
| HUMANE SOCIETY SILICON VALLEY | ||||||
| 901 AMES AVENUE | MILPITAS | CA | 95035 | PUBLIC CHARITY | CHARITY | $30,000 |
| HUMANITIES WEST | ||||||
| PO BOX 546 | SAN FRANCISCO | CA | 94104 | PUBLIC CHARITY | GENERNAL FUND | $25,000 |
| IOCC | ||||||
| 110 WEST ROAD SUITE 360 | BALTIMORE | MD | 21204 | PUBLIC CHARITY | CHARITY | $250,000 |
| JEWISH COMMUNITY RELATIONS COUNCIL (THE RITA SEMEL ORAL HISTORY PROJECT) | ||||||
| 3921 FABIAN WAY ROOM G-106 | PALO ALTO | CA | 94303 | PUBLIC CHARITY | GENERNAL FUND | $20,000 |
| JOHN BURTON ADVOCATES FOR YOUTH | ||||||
| 800 PRESIDIO AVE | SAN FRANCISCO | CA | 94115 | PUBLIC CHARITY | CHARITY | $25,000 |
| KEYARA'S GIFT | ||||||
| 1575 OAK AVE | LOS ALTOS | CA | 94024 | PUBLIC CHARITY | GENERNAL FUND | $7,500 |
| KIDS 'N' CANCER | ||||||
| 245 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | PUBLIC CHARITY | GENERNAL FUND | $10,000 |
| KQED | ||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | PUBLIC CHARITY | CHARITY | $20,000 |
| LIFEMOVES | ||||||
| 181 CONSTITUTION DR | MENLO PARK | CA | 94025 | PUBLIC CHARITY | GENERNAL FUND | $2,000 |
| LIVE IN PEACE (KAFENIA) | ||||||
| 321 BELL ST | EAST PALO ALTO | CA | 94303 | PUBLIC CHARITY | GENERNAL FUND | $120,000 |
| LOS ALTOS COMMUNITY FUND | ||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | PUBLIC CHARITY | GENERNAL FUND | $1,000 |
| LOS ALTOS HISTORY MUSEUM | ||||||
| 51 S SAN ANTONIO ROAD | LOS ALTOS | CA | 94022 | PUBLIC CHARITY | GENERNAL FUND | $50,000 |
| LOS ALTOS LIBRARY ENDOWMENT | ||||||
| PO BOX 367 | LOS ALTOS | CA | 94023 | PUBLIC CHARITY | GENERNAL FUND | $300 |
| MARINE CORPS HERITAGE FOUNDATION | ||||||
| 18900 JEFFERSON DAVIS HIGHWAY | TRIANGLE | VA | 22172 | PUBLIC CHARITY | CHARITY | $10,000 |
| MEMORIAL SLOAN KETTERING (CYCLE FOR SURVIVAL) | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PUBLIC CHARITY | GENERNAL FUND | $10,000 |
| METROPOLIS OF SAN FRANCISCO PHILOPTOCHOS | ||||||
| 245 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | PUBLIC CHARITY | CHARITY | $5,000 |
| METROPOLIS OF SAN FRANCISCO | ||||||
| 245 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | CHURCH | GENERNAL FUND | $1,250 |
| MILLER CENTER FOUNDATION | ||||||
| 2201 OLD IVY RD | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERNAL FUND | $250,000 |
| MISSION ASSET RELIEF FUND (SAN MATEO COUNTY IMMIGRANT RELIEF FUND) | ||||||
| 3269 MISSION STREET | SAN FRANCISCO | CA | 94110 | PUBLIC CHARITY | GENERNAL FUND | $100,000 |
| MONTALVO ARTS CENTER | ||||||
| 15400 MONTALVO RD | SARATOGA | CA | 95071 | PUBLIC CHARITY | GENERNAL FUND | $260,000 |
| MPT FOUNDATION INC (MY GREEK TABLE) | ||||||
| 11767 OWINGS MILLS BOULEVARD | OWINGS MILLS | MD | 21117 | PUBLIC CHARITY | GENERNAL FUND | $25,000 |
| MUSIC FOR MINORS | ||||||
| 200 INDUSTRIAL ROAD SUITE 195 | SAN CARLOS | CA | 94070 | PUBLIC CHARITY | GENERNAL FUND | $500 |
| NATIONAL AIDS MEMORIAL | ||||||
| PO BOX 2270 | SAN FRANCISCO | CA | 94126 | PUBLIC CHARITY | GENERNAL FUND | $50,000 |
| NATIONAL HELLENIC SOCIETY | ||||||
| 5019- D BACKLICK ROAD | ANNANDALE | VA | 22003 | PUBLIC CHARITY | GENERNAL FUND | $25,000 |
| ORDER OF SAINT ANDREW | ||||||
| 8 EAST 79TH STREET | NEW YORK | NY | 10075 | CHURCH | GENERNAL FUND | $10,000 |
| PALO ALTO ART CENTER | ||||||
| 1313 NEWELL RD | PALO ALTO | CA | 94303 | PUBLIC CHARITY | GENERNAL FUND | $500 |
| PALO ALTO COMMUNITY FUND | ||||||
| PO BOX 50634 | PALO ALTO | CA | 94303 | PUBLIC CHARITY | GENERNAL FUND | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERNAL FUND | $5,000 |
| POOR CLARES | ||||||
| 4419 N HAWTHORNE ST | SPOKANE | WA | 99205 | CHURCH | GENERNAL FUND | $5,000 |
| POST | ||||||
| 222 HIGH ST | PALO ALTO | CA | 94301 | PUBLIC CHARITY | CHARITY | $25,000 |
| PROJECT MEXICO | ||||||
| PO BOX 120028 | CHULA VISTA | CA | 91912 | PUBLIC CHARITY | CHARITY | $20,000 |
| REBUILDING TOGETHER PENINSULA | ||||||
| 841 KAYNYNE ST | REDWOOD CITY | CA | 94063 | PUBLIC CHARITY | CHARITY | $24,000 |
| SAINT NICHOLAS GREEK ORTHODOX CHURCH | ||||||
| 986 CHAPMAN ST | SAN JOSE | CA | 95126 | CHURCH | GENERNAL FUND | $2,000 |
| SAINT SOPHIA CATHEDRAL | ||||||
| 1324 NORMANDIE AVE | LOS ANGELES | CA | 90006 | PUBLIC CHARITY | CHARITY | $50,000 |
| SAN FRANCISCO HOST COMMITTEE | ||||||
| 325 SHARON PARK DR STE 308 | MENLO PARK | CA | 94025 | PUBLIC CHARITY | GENERNAL FUND | $25,000 |
| SAN FRANCISCO INTERFAITH COUNCIL | ||||||
| 130 FISHER LOOP | SAN FRANCISCO | CA | 94129 | CHURCH | GENERNAL FUND | $25,000 |
| SAN FRANCISCO PARKS ALLIANCE | ||||||
| 1074 FOLSOM ST | SAN FRANCISCO | CA | 94103 | PUBLIC CHARITY | CHARITY | $10,000 |
| SAN FRANCISCO-MARIN FOOD BANK | ||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | PUBLIC CHARITY | CHARITY | $25,000 |
| SISTERS OF THE PRESENTATION | ||||||
| 2340 TURK BLVD | SAN FRANCISCO | CA | 94118 | CHURCH | GENERNAL FUND | $10,500 |
| ST LEO THE GREAT CATHOLIC CHURCH | ||||||
| 88 RACE STREET | SAN JOSE | CA | 95126 | CHURCH | GENERNAL FUND | $5,000 |
| ST NICHOLAS & ST WILLIAMS CATHOLIC CHURCH | ||||||
| 130 LIBERTY STREET | NEW YORK | NY | 10007 | CHURCH | GENERNAL FUND | $27,000 |
| ST NICHOLAS SHRINE BUILDING FUND | ||||||
| 130 LIBERTY STREET | NEW YORK | NY | 10007 | CHURCH | BUILDING FUND | $2,000,000 |
| STANFORD UNIVERSITY (UNDER ONE UMBRELLA) | ||||||
| UNDERGRADUATE ADMISSION MONTAG HALL | STANFORD | CA | 94305 | PUBLIC CHARITY | CHARITY | $5,000 |
| STUDENTS FOR CARBON DIVIDENDS INC | ||||||
| 1921 FLORIDA AVE NW 53302 | WASHINGTON | DC | 20009 | PUBLIC CHARITY | CHARITY | $10,000 |
| THE COMMON GOOD | ||||||
| 111 BROADWAY SUITE 1005 | NEW YORK | NY | 10006 | PUBLIC CHARITY | CHARITY | $150 |
| THE HELLENIC INITIATIVE | ||||||
| 135 E 57TH STREET FLOOR 14 | NEW YORK | NY | 10022 | PUBLIC CHARITY | CHARITY | $25,000 |
| THE HELLENIC JOURNAL | ||||||
| 696 SAN RAMON VALLEY BLVD 176 | DANVILLE | CA | 94526 | PUBLIC CHARITY | CHARITY | $22,566 |
| THE LANTERN CENTER | ||||||
| 900 JACKSON STREET SUITE LL5-1 | DUBUQUE | IA | 52001 | PUBLIC CHARITY | CHARITY | $5,000 |
| THE SIERRA CLUB FOUNDATION | ||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | PUBLIC CHARITY | CHARITY | $16,000 |
| THE STATUE OF LIBERTY-ELLIS ISLAND FOUNDATION INC | ||||||
| LIBERTY ISLAND | NEW YORK | NY | 10004 | PUBLIC CHARITY | CHARITY | $4,000 |
| TRUCK OF LOVE | ||||||
| 1455 GEORGE DUNN RD | ROCK HILL | SC | 29730 | CHURCH | GENERNAL FUND | $10,000 |
| TRUSTEES OF PRINCETON UNIVERSITY (IN MEMORY OF SENATOR PAUL SARBANES) | ||||||
| 1 NASSAU HALL | PRINCETON | NJ | 08544 | UNIVERSIRTY | GENERNAL FUND | $10,000 |
| UCSF FOUNDATION | ||||||
| 220 MONTGOMERY ST | SAN FRANCISCO | CA | 94143 | PUBLIC CHARITY | CHARITY | $2,000,000 |
| UMOJA PRESBYTERIAN CHURCH (LIFE BLOOM) | ||||||
| 5236 E B ST | TACOMA | WA | 98404 | CHURCH | GENERNAL FUND | $10,000 |
| UNITED RELIGIONS INITIATIVE | ||||||
| 1009 GENERAL KENNEDY AVE 1 | SAN FRANCISCO | CA | 94129 | PUBLIC CHARITY | CHARITY | $1,000,000 |
| WASHINGTON OXI DAY FOUNDATION | ||||||
| 1100 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20037 | PUBLIC CHARITY | CHARITY | $25,000 |
| YES MAGAZINE | ||||||
| 284 MADRONA WAY NE SUITE 116 | BAINBRIDGE ISLAND | WA | 98110 | JOURNALISM | GENERNAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,582,266 | 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 | $61,801 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $208,755 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $270,556 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $270,556 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $37,725 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MARCUS & MILLICHAP INCORPORATED (MMI) - 840,259 SHS | FMV | $31,282,843 | $31,282,843 |
| WELLS FARGO COMPANY (WFC) - 171,111 SHS | FMV | $5,164,130 | $5,164,130 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $156,088 | BOYBookValueAmt |
| EOY Book Value | $151,626 | EOYBookValueAmt |
| EOYFMV | $151,626 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $4,058,447 |
| BOOK/TAX DIFFERENCE - CHANGE IN GRANT DISCOUNT | $30,450 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE - FEDERAL EXCISE TAX | Desc |
| Amt | $51,810 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $492,014 | $435,732 |
| GRANT PAYABLE | $1,969,550 | $2,000,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAXES | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |