Civic Intelligence

Georg & Judy Marcus Family Foundation

990PF • Fiscal year 2017 • EIN 26-4647256

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

777 S California AvenuePalo Alto, CA 94304

(650) 842-2210

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.07x

Higher debt load relative to assets than 30% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

41st percentile

0.26x

Higher debt load relative to revenue than 41% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

92nd percentile

30%

Faster asset growth than 92% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2015 to 2017

Revenue Growth

6th percentile

-35%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2015 to 2017

Assets

Up

$60,559,351

Up $24,723,307 (+69%) from 2015

Net Assets

Up

$56,266,827

Up $20,430,783 (+57%) from 2015

Liabilities

Up

$4,292,524

Up $4,292,524 from 2015

Revenue

Down

$16,762,971

Down $23,337,083 (-58%) from 2015

Expenses

Down

$3,322,033

Down $941,977 (-22%) from 2015

Net Income

Down

$13,440,938

Down $22,395,106 (-62%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $35,836,044Liabilities 2015: $0Net Assets 2015: $35,836,0442015Assets 2017: $60,559,351Liabilities 2017: $4,292,524Net Assets 2017: $56,266,8272017Assets 2018: $65,662,304Liabilities 2018: $3,209,848Net Assets 2018: $62,452,4562018Assets 2019: $58,067,841Liabilities 2019: $2,461,564Net Assets 2019: $55,606,2772019Assets 2020: $46,655,337Liabilities 2020: $2,435,732Net Assets 2020: $44,219,6052020Assets 2021: $75,726,065Liabilities 2021: $698,620Net Assets 2021: $75,027,4452021Assets 2022: $59,046,280Liabilities 2022: $476,577Net Assets 2022: $58,569,7032022Assets 2023: $69,193,290Liabilities 2023: $615,000Net Assets 2023: $68,578,2902023Assets 2024: $68,945,908Liabilities 2024: $618,000Net Assets 2024: $68,327,9082024

Highlighted filing

2017

Assets$60,559,351
Liabilities$4,292,524
Net Assets$56,266,827

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2011: $1,2002011Expenses 2012: $1,2752012Revenue 2013: $1,275Expenses 2013: $1,275Net Income 2013: $02013Revenue 2014: $1,325Expenses 2014: $1,325Net Income 2014: $02014Revenue 2015: $40,100,054Expenses 2015: $4,264,010Net Income 2015: $35,836,0442015Revenue 2017: $16,762,971Expenses 2017: $3,322,033Net Income 2017: $13,440,9382017Revenue 2018: $36,227,726Expenses 2018: $28,539,557Net Income 2018: $7,688,1692018Revenue 2019: $8,263,518Expenses 2019: $19,026,434Net Income 2019: -$10,762,9162019Revenue 2020: $270,556Expenses 2020: $7,620,141Net Income 2020: -$7,349,5852020Revenue 2021: $20,473,140Expenses 2021: $6,532,286Net Income 2021: $13,940,8542021Revenue 2022: $14,591,965Expenses 2022: $15,243,331Net Income 2022: -$651,3662022Revenue 2023: $8,579,020Expenses 2023: $8,373,900Net Income 2023: $205,1202023Revenue 2024: $4,816,315Expenses 2024: $5,249,029Net Income 2024: -$432,7142024

Highlighted filing

2017

Revenue$16,762,971
Expenses$3,322,033
Net Income$13,440,938
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE M MARCUSTrustee-$0--
JUDITH A MARCUSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The George and Judy Marcus Family
EIN
26-4647256
Phone
6508422210
Address
777 S CALIFORNIA AVENUE, PALO ALTO, CA 94304

Signing Officer

Name
George Marcus
Title
Trustee
Phone
6508422210
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Frank Rimerman & Co Llp
Address
1801 PAGE MILL ROAD, PALO ALTO, CA 94304
Preparer
Anne F Macdonald
Phone
6508458100
Raw XML Appendix388 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt021950
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt015375272
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MARKETABLE SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt012219830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0659971
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt065312
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0725283
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0725283
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt021950
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06269971
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03300000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03300000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt016037688
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt013440938
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06269971
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt065312
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt065312
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0659971
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06335283
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03300000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03322033
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06335283
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt016762971
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt022033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06269971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06269971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06269971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0200,000 SHS MMI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06269971
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt013440938
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04197398
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01433371
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt060464225
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt045589916
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt056266827
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02212603
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02212603
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02212603
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02275956
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt063353
IRS990PF/DistributableAmountGrp/TotalTaxAmt063353
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt090270
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013623
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0140000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt063353
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt090270
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt063353
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt063353
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0153623
IRS990PF/FMVAssetsEOYAmt057403909
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt014833212
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt018511164
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt018511164
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt010000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt010514213
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt015375272
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt012219830
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0105142
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt04292524
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt045589916
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt056266827
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt020337633
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt026672915
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt026672915
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt045695058
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt060559351
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt057403909
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0105142
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04292524
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt045695058
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt060559351
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt045589916
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt056266827
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt046212310
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt035611945
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010600365
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0693185
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02275956
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt045519125
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt046212310
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GEORGE M MARCUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDITH A MARCUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0777 S CALIFORNIA AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1777 S CALIFORNIA AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03140455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03203808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05671607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03743999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.068992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.159881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.185077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt063353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt045519125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt035473817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt020229379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03300000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.344958
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03236647
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03300000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt063353
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03300000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALEX YARMOLINSKY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0777 S CALIFORNIA AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALO ALTO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094304
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06508422246
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TEXAS A&M FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UCSF FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNITED RELIGIONS INITIATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0401 GEORGE BUSH DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1UCSF BOX 0248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21099 GENERAL KENNEDY AVE 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLLEGE STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194143
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294129
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03300000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02212603
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02212603
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03898668
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03244532
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08230597
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01087397
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03898668
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03244532
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03300000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01087397
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08230597
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07143200
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GEORGE M AND JUDITH MARCUS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1GEORGE M AND JUDITH MARCUS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2GEORGE M AND JUDITH MARCUS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0777 S CALIFORNIA AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1777 S CALIFORNIA AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2777 S CALIFORNIA AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094304
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd194304
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd294304
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07000000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15967398
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt23070290
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum13
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt05967398
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt13070290
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc097,411 SHARES OF WELLS FARGO STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc196,763 SHARES OF MARCUS & MILLICHAP INC. STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12017-12-01
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID TAXES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt080412
OtherDecreasesSchedule/OtherDecreasesDetail/Amt14116986
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE - FEDERAL EXCISE TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ACCRUAL TO CASH - CHARITABLE GRANTS
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01433371
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0105142
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt10
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt20
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEFERRED FEDERAL EXCISE TAX
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1GRANT PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2FEDERAL EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0122838
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt14116986
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt252700
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt173
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER EXPENSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE MARCUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06508422210
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GEORGE AND JUDY MARCUS FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION II
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0264647256
ReturnHeader/Filer/PhoneNum06508422210
ReturnHeader/Filer/USAddress/AddressLine1Txt0777 S CALIFORNIA AVENUE
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094304
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId096BD04DD84A68DEC77757C134E484247D1D6E17F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AFC47B0F119BBB467D28E1EC2B9BEEB0A9F2D538
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.204.21.130
ReturnHeader/FilingSecurityInformation/IPDt02018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:15:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941341042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK RIMERMAN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 PAGE MILL ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094304
ReturnHeader/PreparerPersonGrp/PhoneNum06508458100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNE F MACDONALD
ReturnHeader/ReturnTs02018-11-13T17:29:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings