2024-11-13T16:29:39-06:00 2023-12-31 941341042 FRANK RIMERMAN & CO LLP 1801 PAGE MILL ROAD PALO ALTO CA 94304 990PF 2023-01-01 264647256 THE GEORGE AND JUDY MARCUS FAMILY FOUNDATION II GEOR 6508422210 777 S CALIFORNIA AVENUE PALO ALTO CA 94304 GEORGE MARCUS TRUSTEE 6508422210 2024-11-04 1 0 ANNE F MACDONALD P00359548 6508458100 2024-11-04 2023 2024-10-15 13:58:12Z X 69193290 X 7400000 440520 440520 738500 738500 0 8579020 1179020 0 0 0 32725 0 0 400 0 0 35 0 0 33160 0 0 8340740 8340740 8373900 0 8340740 205120 1179020 193096 415706 415706 17789706 17773691 17773691 40966114 50913276 50913276 97364 90617 90617 59046280 69193290 69193290 476577 615000 476577 615000 X 0 0 0 0 58569703 68578290 58569703 68578290 59046280 69193290 58569703 205120 9948637 68723460 145170 68578290 16388 0 16388 0 16388 107005 0 0 0 107005 0 90617 90617 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A GEOFFREY BEDROSIAN 6508422246 777 S CALIFORNIA AVENUE PALO ALTO CA 94304 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 N/A 0 N/A 0 0 40141449 12674033 0 52815482 0 0 52815482 792232 52023250 2601163 2601163 16388 16388 2584775 0 2584775 0 2584775 8340740 0 8340740 2584775 0 0 25130068 15853185 5341762 4122833 12327183 62775031 8340740 0 0 0 2584775 5755965 0 0 68530996 0 0 0 0 0 0 25130068 43400928 15853185 5341762 4122833 12327183 5755965 X AHEPA CHARITABLE FUND 1909 Q ST NW 500 WASHINGTON DC 20009 CHARITY 40000 AMERICAN HELLENIC INSTITUTE 1220 16TH ST NW WASHINGTON DC 20036 GENERAL FUND 5000 AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS 6-8 CHARLTON STREET PRINCETON NJ 08540 CHARITY 125000 ANNUNCIATION CATHEDRAL 245 VALENCIA ST SAN FRANCISCO CA 94103 CHARITY 20000 ARION 745 COMMONWEALTH AVENUE STE B-03 BOSTON MA 02215 GENERAL FUND 25000 AVENIDAS 450 BRYANT ST PALO ALTO CA 94301 GENERAL FUND 10000 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 3000000 CATHOLIC WORKERS HOUSE 545 CASSIA ST PO BOX 513 REDWOOD CITY CA 94063 GENERAL FUND 15000 CHILD ADVOCATES SILICON VALLEY 509 VALLEY WAY BUILDING 2 MILPITAS CA 95035 GENERAL FUND 5000 CLINTON FOUNDATION 55 WEST 125TH STREET 14TH FLOOR NEW YORK NY 10027 CHARITY 5000 COFAM 50 HAGIWARA TEA GARDEN DR SAN FRANCISCO CA 94118 GENERAL FUND 10000 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 40000 CROSSROAD INSTITUTE 50 GODDARD AVE SUITE 224 BROOKLINE MA 02445 CHARITY 150000 EACH GREEN CORNER SOUTHERN BAY-SIDE SAN MATEO CA 94010 GENERAL FUND 5000 EAST PALO ALTO KIDS FOUNDATION PO BOX 50542 PALO ALTO CA 94303 CHARITY 2000 EASTSIDE PREP 1041 MYRTLE ST EAST PALO ALTO CA 94303 GENERAL FUND 5000 EL CAMINO YMCA 2400 GRANT RD MOUNTAIN VIEW CA 94040 GENERAL FUND 5000 ELIOS CHARITABLE FOUNDATION 99 SHOTWELL ST SAN FRANCISCO CA 94103 GENERAL FUND 1000 FOUNDATION FOR A COLLEGE EDUCATION 2160 EUCLID AVENUE EAST PALO ALTO CA 94303 GENERAL FUND 1000 FRANCISCO PARK CONSERVANCY PO BOX 475035 SAN FRANCISCO CA 94147 GENERAL FUND 5000 GREEK ORTHODOX ARCHDIOCESE OF AMERICA 8 E 79TH ST NEW YORK NY 10075 GENERAL FUND 500000 GREEK ORTHODOX METROPOLIS OF SAN FRANCISCO GALA 245 VALENCIA ST SAN FRANCISCO CA 94103 CHARITY 10000 HIDDEN VILLA 26870 MOODY ROAD LOS ALTOS HILLS CA 94022 GENERAL FUND 5000 HOOVER INSTITUTION 434 GALVEZ MALL STANFORD CA 94305 GENERAL FUND 5000 HUMAN RIGHTS WATCH 350 FIFTH AVENUE 34TH FLOOR NEW YORK NY 10118 CHARIT 15000 IOCC 110 WEST ROAD SUITE 360 BALTIMORE MD 21204 CHARITY 150000 JOHN BURTON ADVOCATES FOR YOUTH 235 MONTGOMERY ST 1142 SAN FRANCISCO CA 94104 CHARITY 9600 KAFENIA PEACE COLLECTIVE 2090 CORNELL ST PALO ALTO CA 94306 GENERAL FUND 10000 KQED 2601 MARIPOSA ST SAN FRANCISCO CA 94110 GENERAL FUND 5500 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 1000 MARINE CORPS HERITAGE FOUNDATION 1775 SEMPER FIDELIS WY TRIANGLE VA 22172 GENERAL FUND 5000 METROPOLIS OF SAN FRANCISCO PHILOPTOCHOS 245 VALENCIA ST SAN FRANCISCO CA 94103 GENERAL FUND 10000 MILLER CENTER FOUNDATION PO BOX 400406 CHARLOTTESVILLE VA 22904 GENERAL FUND 1000000 MONTALVO ARTS CENTER 15400 MONTALVO RD SARATOGA CA 95070 GENERAL FUND 10000 NATIONAL HELLENIC MUSEUM 333 S HALSTED ST CHICAGO IL 60661 GENERAL FUND 10000 NATIONAL HELLENIC SOCIETY 5019D BACKLICK RD ANNANDALE VA 22003 GENERAL FUND 10000 NATIONAL REDISTRICTING FOUNDATION 17 EAST MONROE STREET 214 CHICAGO IL 60603 GENERAL FUND 500000 ORTHODOX CHRISTIAN NETWORK 17070 COLLINS AVE APT 261 SUNNY ISLES BEACH FL 33160 CHARITY 25000 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 1000 POOR CLARES 4419 N HAWTHORNE ST SPOKANE WA 99205 GENERAL FUND 5000 POST 222 HIGH ST PALO ALTO CA 94301 CHARITY 5000 PROJECT MEXICO PO BOX 120028 CHULA VISTA CA 91912 CHARITY 50000 SAINT NICHOLAS GREEK ORTHODOX CHURCH 986 CHAPMAN ST SAN JOSE CA 95126 GENERAL FUND 50000 SALESIAN BOYS AND GIRLS CLUB 150 BYRON ST EAST BOSTON MA 02128 CHARITY 1000 SAN FRANCISCO INTERFAITH COUNCIL 130 FISHER LOOP SAN FRANCISCO CA 94129 GENERAL FUND 25000 SAN FRANCISCO ZOOLOGICAL SOCEITY SLOAT BLVD UPPER GREAT HWY SAN FRANCISCO CA 94132 CHARITY 50000 SIERRA CLUB FOUNDATION 2101 WEBSTER ST SUITE 1250 OAKLAND CA 94612 GENERAL FUND 5000 SISTERS OF THE PRESENTATION 2340 TURK BLVD SAN FRANCISCO CA 94118 GENERAL FUND 10000 ST JOHN THE BAPTIST GREEK ORTHODOX CHURCH 143 EAST 17TH STREET NEW YORK NY 10003 GENERAL FUND 10000 ST NICHOLAS & ST WILLIAMS CATHOLIC CHURCH 473 LINCOLN AVENUE LOS ALTOS CA 94022 GENERAL FUND 13000 STANFORD UNIVERSITY 450 JANE STANFORD WAY STANFORD CA 94305 GENERAL FUND 25000 TEEN SUCCESS 508 VALLEY WAY MILPITAS CA 95035 GENERAL FUND 1000 THE HELLENIC INITIATIVE 750 LEXINGTON AVE 9TH FLOOR NEW YORK NY 10022 CHARITY 25000 THE HELLENIC JOURNAL 696 SAN RAMON VLY 176 DANVILLE CA 94526 GENERAL FUND 7640 THE ORDER OF SAINT ANDREW THE APOSTLE 8 EAST 79TH STREET NEW YORK NY 10075 CHARITY 25000 UCSF FOUNDATION 2001 THE EMBARCADERO 3RD FLOOR SAN FRANCISCO CA 94133 CHARITY 2000000 UNITED RELIGIONS INTITIATIVE 1009 GENERAL KENNEDY AVE SAN FRANCISCO CA 94129 GENERAL FUND 250000 WASHINGTON OXI DAY FOUNDATION 1100 NEW HAMPSHIRE AVE NW WASHINGTON DC 20037 CHARITY 25000 8340740 0 14 440520 14 738500 0 1179020 0 1179020 8 N/A 0 0 0 0 0 0 0 0 0 0 X X 1 GEORGE M AND JUDITH MARCUS 777 S CALIFORNIA AVENUE PALO ALTO CA 94304 7400000 X ACCOUNTING FEES 32725 0 0 MARCUS & MILLICHAP INCORPORATED (MMI) - 840,259 SHS FMV 36702513 36702513 WELLS FARGO COMPANY (WFC) - 244,900 SHS FMV 12053978 12053978 COSTAR GROUP INCORPORATED (CSGP) - 24,680 SHS FMV 2156785 2156785 PREPAID TAXES 97364 90617 90617 EXCISE TAX 145170 BANK CHARGES 35 0 0 UNREALIZED GAIN/LOSS 9947162 REVERSAL OF PY BOOK/TAX DIFFERENCES 1475 DEFERRED FEDERAL EXCISE TAX 476577 615000 STATE TAXES 400 0 0