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Nonprofit · EIN 77-0480868

MARCUS & MILLICHAP FOUNDATION

Tax-exempt · PALO ALTO, CA 94304

Financials

$170K$482K2023$175K$501K2024
Revenue Expenses · by fiscal year end
Financials of MARCUS & MILLICHAP FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$174,715$500,565-$325,850$2,354,629$0$2,354,629
December 31, 2023990-PF$169,776$481,609-$311,833$2,680,479$0$2,680,479
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$173,880
Interest
$835

Expenses

Grants and similar amounts paid
$487,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$487,500
Excise tax on investment income
$2,429

Balance sheet and other

Total assets, start of year
$2,680,479
Total assets, end of year
$2,354,629
Total liabilities, end of year
$0
Net assets, end of year
$2,354,629
Fair market value of assets
$8,523,898
Qualifying distributions
$487,500
Net investment income
$174,715

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
GEORGE M MARCUS
777 S CALIFORNIA AVENUE, PALO ALTO, CA 94304
DIRECTOR/ PRESIDENT & CEO1$0
ROBERT H KENNIS
777 S CALIFORNIA AVENUE, PALO ALTO, CA 94304
DIRECTOR1$0
GEOFFREY BEDROISAN
777 S CALIFORNIA AVENUE, PALO ALTO, CA 94304
TREASURER1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
GEORGE M MARCUS
777 S CALIFORNIA AVENUE, PALO ALTO, CA 94304
DIRECTOR/ PRESIDENT & CEO1$0
ROBERT H KENNIS
777 S CALIFORNIA AVENUE, PALO ALTO, CA 94304
DIRECTOR1$0
GEOFFREY BEDROISAN
777 S CALIFORNIA AVENUE, PALO ALTO, CA 94304
TREASURER1$0

Address and contacts

Address (IRS master file)
777 S CALIFORNIA AVENUE, PALO ALTO, CA 94304-1179
In care of
% GROOM & CAVE
Signed the 990-PF
GEOFFREY BEDROISAN, OFFICER/TREASURER
Phone
(650) 494-1400
Return prepared by
FRANK RIMERMAN CO LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 77-0480868 or by the name MARCUS & MILLICHAP FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
77-0480868
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1998
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Unknown (Z99Z)
Assets (IRS master file)
$2,354,629
Income (IRS master file)
$174,715

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$174,715$500,565$2,354,629XML
990-PFDecember 2023$169,776$481,609$2,680,479XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0480868).

Questions about MARCUS & MILLICHAP FOUNDATION

What is the EIN of MARCUS & MILLICHAP FOUNDATION?
The employer identification number (EIN) of MARCUS & MILLICHAP FOUNDATION is 77-0480868.
Is MARCUS & MILLICHAP FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to MARCUS & MILLICHAP FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARCUS & MILLICHAP FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MARCUS & MILLICHAP FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARCUS & MILLICHAP FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of MARCUS & MILLICHAP FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does MARCUS & MILLICHAP FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $174,715, expenses of $500,565 and total assets of $2,354,629 at year end.

Other nonprofits in PALO ALTO

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