Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
MARKS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2000 FIRST AVENUE 2700
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98121
A Employer identification number

46-1352263
B Telephone number (see instructions)

(206) 956-9471
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$18,389,649J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 685,918
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 362,972 362,972  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 655,893
b Gross sales price for all assets on line 6a 2,695,718
7 Capital gain net income (from Part IV, line 2)... 655,893
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
67 67  
12 Total. Add lines 1 through 11........ 1,704,850 1,018,932  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,300 7,350   4,950
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
59,015 59,015   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
59 59   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,903 2,814   89
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 74,277 69,238   5,039
25 Contributions, gifts, grants paid....... 787,350 787,350
26 Total expenses and disbursements. Add lines 24 and 25 861,627 69,238   792,389
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 843,223
b Net investment income (if negative, enter -0-) 949,694
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 598,254 198,774 198,774
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 15,368,334 Click to see attachment
List of Attached Documents:
// Content
16,561,037 		17,237,448
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
910,000 		Click to see attachment
List of Attached Documents:
// Content
960,000 		Click to see attachment
List of Attached Documents:
// Content
953,427
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,876,588 17,719,811 18,389,649
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 16,876,588 17,719,811
29 Total net assets or fund balances (see instructions)..... 16,876,588 17,719,811
30 Total liabilities and net assets/fund balances (see instructions). 16,876,588 17,719,811
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,876,588
2
Enter amount from Part I, line 27a .....................
2
843,223
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,719,811
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,719,811
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a GS X1950-5 - PUBLICLY TRADED SECURITIES      
b GS X1951-3 - PUBLICLY TRADED SECURITIES      
c GS X7670-1 - PUBLICLY TRADED SECURITIES      
d GS X7952-9 - PUBLICLY TRADED SECURITIES      
e GS X1950-5 - PUBLICLY TRADED SECURITIES      
GS X1951-3 - PUBLICLY TRADED SECURITIES      
GS X7670-1 - PUBLICLY TRADED SECURITIES      
GS X7854-7 - PUBLICLY TRADED SECURITIES      
GS X7952-9 - PUBLICLY TRADED SECURITIES      
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 71,450   58,915 12,535
b 10,994   16,276 -5,282
c 321,434   342,072 -20,638
d 24,496   28,321 -3,825
e 591,404   168,515 422,889
123,624   103,631 19,993
390,789   200,752 190,037
715,192   660,000 55,192
446,137   461,343 -15,206
198     198
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       12,535
b       -5,282
c       -20,638
d       -3,825
e       422,889
      19,993
      190,037
      55,192
      -15,206
      198
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 655,893
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 13,201
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 13,201
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 13,201
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 23,309
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 23,309
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 10,108
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow10,108 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBRIAN J MARKS Telephone no.right arrow (206) 956-9471

Located atright arrow2000 FIRST AVENUE 2700SEATTLEWA ZIP+4right arrow98121
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BRIAN J MARKS PRESIDENT
0.00 		0 0 0
2000 FIRST AVENUE 2700
SEATTLE,WA98121
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
GOLDMAN SACHS & CO LLC INVESTMENT MANAGEMENT 59,015
3414 PEACHTREE ROAD NE SUITE 600
ATLANTA,GA30326
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
15,557,983
b
Average of monthly cash balances.......................
1b
389,471
c
Fair market value of all other assets (see instructions)................
1c
953,427
d
Total (add lines 1a, b, and c).........................
1d
16,900,881
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
16,900,881
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
253,513
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,647,368
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
832,368
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
832,368
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,201
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,201
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
819,167
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
819,167
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
819,167
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
792,389
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
792,389
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 819,167
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 43,611
e From 2022...... 15,072
f Total of lines 3a through e ........ 58,683
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 792,389
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 792,389
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 26,778 26,778
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 31,905
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		31,905
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 16,833
d Excess from 2022.... 15,072
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
BRIAN J MARKS
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AUGUSTA JEWISH FEDERATION

209 PITCARIN WAY
AUGUSTA,GA30909 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 110,000

BABIES AND MOTHERS ALIVE USA

232 7TH STREET
BROOKLYN,NY11215 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5,000

BAINBRIDGE ARTISAN RESOURCE NETWORK

8890 THREE TREE LANE NE
BAINBRIDGE ISLAND,WA98110 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 10,000

BAINBRIDGE ISLAND LAND TRUST

PO BOX 10144
BAINBRIDGE ISLAND,WA98110 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 15,000

BAINBRIDGE ISLAND MUSEUM OF ART

550 WINSLOW WAY E
BAINBRIDGE ISLAND,WA98110 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 100,850

BAINBRIDGE ISLAND PARKS FOUNDATION

PO BOX 11127
BAINBRIDGE ISLAND,WA98110 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 11,000

BAINBRIDGE YOUTH SERVICES

PO BOX 11173
BAINBRIDGE ISLAND,WA98110 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 10,000

BLOEDEL RESERVE

7571 NE DOLPHIN DR
BAINBRIDGE ISLAND,WA98110 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 10,000

BOYS & GIRLS CLUBS OF GREATER AUGUSTA

624 CHAFEE AVE
AUGUSTA,GA30904 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 20,000

CLASSICAL 98 1

363 MERCER STREET SUITE 200
SEATTLE,WA98109 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5,000

EARLY MUSIC GUILD OF SEATTLE

PO BOX 25893
SEATTLE,WA98125 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5,000

FOUNDATION FOR SCALABLE INNOVATIONS IN EDUCATION

229 TERRY STREET SUITE 1
LONGMONT,CO80501 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 15,000

GOLDEN HARVEST FOOD BANK INC

3310 COMMERCE DRIVE
AUGUSTA,GA30909 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 10,000

HELPLINE HOUSE

282 KNECHTEL WAY NE
BAINBRIDGE ISLAND,WA98110 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 15,000

ISLAND VOLUNTEER CAREGIVERS

PO BOX 11253
BAINBRIDGE ISLAND,WA98110 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 10,000

ISLANDWOOD

4450 BLAKELY AVENUE NE
BAINBRIDGE ISLAND,WA98110 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 15,000

JESSYE NORMAN SCHOOL OF ARTS

739 GREENE STREET
AUGUSTA,GA30901 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5,000

PEACOCK FAMILY SERVICES

305 MADISON AVENUE N SUITE C
BAINBRIDGE ISLAND,WA98110 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5,000

PILCHUCK GLASS SCHOOL

240 2ND AVE S 100
SEATTLE,WA98104 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 35,000

PUGET SOUND RESTORATION FUND

8001 NE DAY RD
BAINBRIDGE ISLAND,WA98110 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 10,000

PUGET SOUNDKEEPER ALLIANCE

130 NICKERSON STREET 107
SEATTLE,WA98109 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 2,500

RONALD MCDONALD HOUSE CHARITIES OF AUGUSTA INC

1442 HARPER STREET
AUGUSTA,GA30901 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5,000

SAFE HOMES OF AUGUSTA INC

PO BOX 3187
AUGUSTA,GA30914 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5,000

SEATTLE OPERA

363 MERCER STREET
SEATTLE,WA98109 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 200,000

SEATTLE SYMPHONY FOUNDATION

200 UNIVERSITY STREET
SEATTLE,WA98101 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 110,000

UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM

935 JOHNS ROAD
AUGUSTA,GA30904 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 13,000

UNITED WAY OF THE CENTRAL SAVANNAH RIVER AREA INC

1765 BROAD STREET
AUGUSTA,GA30904 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 10,000

VOLUNTEER BOARD OF UNIVERSITY HEALTH INC

1350 WALTON WAY
AUGUSTA,GA30901 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 20,000
Total .................................right arrow 3a 787,350
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 362,972  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     18 67  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 655,893  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,018,932 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,018,932
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
MARKS FAMILY FOUNDATION
 
Employer identification number

46-1352263
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
MARKS FAMILY FOUNDATION
  		Employer identification number
46-1352263
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
BRIAN J MARKS
2000 FIRST AVENUE 2700
 
SEATTLE, WA98121

$ 18,626


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
BRIAN J MARKS
2000 FIRST AVENUE 2700
 
SEATTLE, WA98121

$ 189,985


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
BRIAN J MARKS
2000 FIRST AVENUE 2700
 
SEATTLE, WA98121

$ 21,979


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
BRIAN J MARKS
2000 FIRST AVENUE 2700
 
SEATTLE, WA98121

$ 161,119


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
BRIAN J MARKS
2000 FIRST AVENUE 2700
 
SEATTLE, WA98121

$ 3,675


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
BRIAN J MARKS
2000 FIRST AVENUE 2700
 
SEATTLE, WA98121

$ 168,007


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
MARKS FAMILY FOUNDATION
  		Employer identification number
46-1352263
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
BRIAN J MARKS
2000 FIRST AVENUE 2700
 
SEATTLE, WA98121

$ 19,624


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
BRIAN J MARKS
2000 FIRST AVENUE 2700
 
SEATTLE, WA98121

$ 6,856


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
BRIAN J MARKS
2000 FIRST AVENUE 2700
 
SEATTLE, WA98121

$ 16,926


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
BRIAN J MARKS
2000 FIRST AVENUE 2700
 
SEATTLE, WA98121

$ 9,812


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
BRIAN J MARKS
2000 FIRST AVENUE 2700
 
SEATTLE, WA98121

$ 8,697


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
BRIAN J MARKS
2000 FIRST AVENUE 2700
 
SEATTLE, WA98121

$ 4,143


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
MARKS FAMILY FOUNDATION
  		Employer identification number
46-1352263
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
BRIAN J MARKS
2000 FIRST AVENUE 2700
 
SEATTLE, WA98121

$ 52,956


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
BRIAN J MARKS
2000 FIRST AVENUE 2700
 
SEATTLE, WA98121

$ 3,514


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
MARKS FAMILY FOUNDATION
  		Employer identification number

46-1352263
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 40 SHS NVIDIA CORPORATION $ 18,626 2023-12-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 510 SHS MICROSOFT CORPORATION $ 189,985 2023-12-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 59 SHS MICROSOFT CORPORATION $ 21,979 2023-12-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 833 SHS APPLE INC. $ 161,119 2023-12-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 19 SHS APPLE INC. $ 3,675 2023-12-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 451 SHS MICROSOFT CORPORATION $ 168,007 2023-12-05
Schedule B (Form 990) (2023)
Name of organization
MARKS FAMILY FOUNDATION
  		Employer identification number

46-1352263
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
7
 120 SHS PROGRESSIVE CORPORATION (THE) $ 19,624 2023-12-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
8
 60 SHS JABIL INC. $ 6,856 2023-12-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
9
 40 SHS S&P GLOBAL INC. $ 16,926 2023-12-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
10
 60 SHS PROGRESSIVE CORPORATION (THE) $ 9,812 2023-12-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
11
 20 SHS GARTNER, INC. $ 8,697 2023-12-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
12
 35 SHS ADVANCED MICRO DEVICES, INC. $ 4,143 2023-12-05
Schedule B (Form 990) (2023)
Name of organization
MARKS FAMILY FOUNDATION
  		Employer identification number

46-1352263
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
13
 400 SHS ALPHABET INC. $ 52,956 2023-12-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
14
 14 SHS SALESFORCE, INC. $ 3,514 2023-12-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
MARKS FAMILY FOUNDATION
  		Employer identification number

46-1352263
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 12,300 7,350   4,950

TY 2023 InvestmentsCorpStockSchedule
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 85,598 89,546
ABBVIE INC 11,661 17,977
ACCENTURE PLC 38,622 46,320
ADOBE INC 103,378 131,867
AGREE REALTY CORPORATION 8,942 8,848
AIR LEASE CORPORATION 39,585 38,976
AIR PRODUCTS & CHEMICALS INC 15,968 20,942
ALAMO GROUP INC. 5,616 14,713
ALLEGIANT TRAVEL COMPANY 7,864 4,296
ALLEGRO MICROSYSTEMS INC 8,378 8,778
ALPHABET INC. 109,596 194,048
AMAZON.COM 126,336 168,266
AMERICAN ELECTRIC POWER 34,776 30,616
AMERICAN EXPRESS CO. 8,978 15,549
AMERICAN TOWER CORPORATION 42,740 39,199
AMERIS BANCORP 6,923 12,236
AMERISAFE, INC 6,216 6,315
AMGEN INC. 16,404 17,857
ANHEUSER-BUSCH INBEV WOR 39,281 33,900
APPFOLIO, INC. 9,845 13,513
ARCUTIS BIOTHERAPEUTICS INC 8,278 1,463
ARISTA NETWORKS, INC. 49,611 73,479
ARTIVION INC 7,714 6,097
ASML HOLDING N.V. ADR 36,401 49,200
AT&T INC. 29,273 25,058
ATRICURE, INC 7,114 7,923
AUTODESK, INC. 38,051 44,070
AUTOMATIC DATA PROCESSING INC 40,017 42,159
AVANTOR FUNDING, INC. 12,860 12,602
AVIENT COR 13,005 16,396
AXA EQUITABLE HOLDINGS, INC. 5,754 4,875
AZENTA INC 9,355 8,468
B.A.T. CAPITAL CORPORATION 21,714 19,367
BALCHEM CORPORATION 5,693 11,963
BANK OF AMERICA CORP 40,928 49,790
BANK OF MONTREAL 43,391 40,763
BANK OF NY MELLON CORP 13,594 13,018
BARCLAYS CAPITAL US TIPS BOND INDEX FUND (ISHARES) 418,975 379,440
BECTON, DICKINSON AND COMPANY 18,485 17,556
BERKSHIRE HATHAWAY INC. 22,059 29,603
BERRY GLOBAL INC 29,558 30,904
BIOCRYST PHARMACEUTICALS INC 6,141 2,905
BLACKROCK, INC. 26,039 33,284
BNP PARIBAS STRUCTURED NOTE 175,642 172,032
BOEING COMPANY (THE) 0 14,532
BOOT BARN HOLDINGS, INC. 4,991 8,981
BOSTON SCIENTIFIC CORP. 62,253 82,957
BRISTOL-MYERS SQUIBB COMPANY 19,113 16,676
BROADCOM CORPORATION 31,585 44,434
BUNGE LIMITED FINANCE CORP. 24,999 23,783
CANADIAN IMPERIAL BANK 27,072 25,417
CANADIAN NATL RAILWAY 15,412 14,725
CAPITAL ONE FINANCIAL CO 50,397 44,636
CARRIER GLOBAL CORPORATION 17,054 20,635
CATERPILLAR INC (DELAWARE) 13,668 23,062
CATHAY GENERAL BANCORP 7,406 10,385
CBIZ, INC. 10,703 13,707
CENCORA INC 13,809 22,797
CENTRAL GARDEN & PET COMPANY 11,515 14,841
CHAMPIONX CORPORATION 6,152 7,010
CHARLES SCHWAB CORPORATION 44,237 44,720
CHART INDUSTRIES, INC. 8,728 8,180
CHIPOTLE MEXICAN GRILL, INC. 33,194 38,878
CHUYS HLDGS INC 4,667 6,690
CIGNA CORPORATION 50,006 44,027
CITIGROUP INC. 45,471 47,063
CNA FINANCIAL CORP 26,454 25,097
COCA-COLA CO/THE 41,084 42,843
COHEN & STEERS, INC. 7,746 13,631
COMCAST CORP 50,121 50,739
CONNECTICUT LIGHT & PWR 29,988 27,829
CONOCOPHILLIPS 18,827 32,848
CROWN CASTLE INTL CORP 14,953 13,611
CRYOPORT, INC. 4,376 2,850
CSX CORP 62,813 59,664
CVS HEALTH CORP 24,261 23,451
DARDEN RESTAURANTS, INC. 13,464 20,866
DELL INT LLC / EMC CORP 38,316 34,481
DESCARTES SYSTEMS GRP (THE) 7,247 13,870
DIGITAL REALTY TRUST, INC 28,460 24,326
DISCOVER FINANCIAL SVS 21,801 19,522
DOMINION ENERGY INC 17,740 14,761
DUCOMMUN INCORPORATED 4,019 4,529
DUKE ENERGY CORPORATION 25,455 26,492
DUPONT DE NEMOURS INC 18,340 19,386
EMERSON ELECTRIC CO 50,786 51,607
ENDAVA PLC ADR 8,157 9,731
ENERGY TRANSFER OPERATNG 19,985 19,457
ENTEGRIS, INC. 11,305 16,775
ENTERPRISE PRODUCTS OPERATING 45,131 46,572
EOG RESOURCES INC 16,303 22,618
EPAM SYSTEMS, INC. 46,349 41,330
EQUITY LIFESTYLE PROPERTIES 9,372 12,778
EXXON MOBIL CORPORATION 46,385 46,891
FIRST WATCH RESTAURANT GROUP 2,059 2,211
FISERV, INC. 75,465 81,470
FLYWIRE CORPORATION 11,988 12,617
FORTINET, INC. 19,741 19,959
FOX CORPORATION 38,326 38,203
FOX FACTORY HOLDING CORP. 10,859 6,411
FREEPORT-MCMORAN INC 10,828 13,239
GENERAL MILLS, INC. 36,964 36,793
GENERAL MOTORS COMPANY 13,599 13,183
GLACIER BANCORP INC 5,242 7,851
GLOBUS MEDICAL INC 6,216 11,351
GRAND CANYON EDUCATION, INC. 3,604 12,544
GS HIGH YIELD FUND 1,019,401 996,500
GS STRATEGIC FACTOR ALLOCATION FUND 1,095,699 1,182,553
GS STRATEGIC VOLATILITY PREMIUM FUND 849,892 826,391
GS TACTICAL TILT OVERLAY FUND 300,000 300,875
HALOZYME THERAPEUTICS, INC. 9,738 10,903
HARTFORD FINANCIAL SRVCS GROUP 18,205 24,373
HEALTHEQUITY, INC. 9,712 12,929
HEARTLAND EXPRESS, INC. 3,108 3,123
HELEN OF TROY LTD 6,316 6,645
HONEYWELL INTL INC 27,180 32,715
HORACE MANN EDUCATORS CORP 13,397 10,595
HOULIHAN LOKEY, INC. 4,803 12,591
ICF INTERNATIONAL INC 4,846 11,946
ICU MEDICAL INC 5,234 4,289
IDACORP, INC. 7,297 9,144
INDEPENDENT BANK CORP. 9,099 8,693
INGERSOLL-RAND LUXEMBOURG FINA 24,974 24,550
INSMED INC 4,588 7,438
INTAPP, INC. 11,830 12,166
INTEGRA LIFESCIENCES HOLDING CORPORATION 9,964 7,665
INTERCONTINENTAL EXCHANGE INC 16,264 24,145
INTRA-CELLULAR THERAPIES, INC. 9,255 13,250
INTUIT INC 57,916 90,004
ITT INC. 7,549 13,125
JOHN DEERE CAPITAL CORPORATION 51,442 54,061
JOHNSON & JOHNSON 19,225 21,630
JPMORGAN CHASE & CO 385,867 447,958
KIMCO REALTY CORPORATION 14,791 13,331
LINDE PLC 24,072 30,393
LITHIA MOTORS INC 4,589 13,171
LOWES COMPANIES INC 17,422 22,255
MACOM TECHNOLOGY SOLUTIONS 4,541 15,616
MAGNOLIA OIL & GAS CORP 7,675 12,817
MARSH & MCLENNAN COS INC 39,922 36,741
MARTIN MARIETTA MATERIALS 11,099 18,959
MASTERCARD INCORPORATED 32,305 46,490
MATADOR RES CO 10,304 17,627
MEDPACE HOLDINGS, INC. 5,707 15,633
MERCK & CO., INC. 86,782 94,182
META PLATFORMS INC- 15,271 25,485
MICRON TECHNOLOGY, INC. 11,947 18,031
MICROSOFT CORPORATION 75,747 215,095
MID-AMERICA APARTMENTS 13,700 13,773
MINERALS TECHNOLOGIES INC. 10,335 12,337
MITSUBISHI UFJ FINANCIAL GROUP 39,133 34,574
MONDELEZ INTERNATIONAL, INC. 21,718 24,771
MONSTER BEVERAGE CORPORATION 23,762 34,163
MORGAN STANLEY 342,789 406,320
MOTOROLA SOLUTIONS INC 20,462 23,869
MPLX LP 2,235 1,954
MSCI EAFE INDEX FUND (ISHARES) 296,623 351,508
NATIONAL HEALTH INVESTORS, INC 7,581 7,094
NEUROCRINE BIOSCIENCES, INC. 35,165 44,140
NEXTERA ENERGY, INC. 73,894 65,307
NIKE, INC. 54,823 52,443
NORTHROP GRUMMAN CORPORATION 42,686 42,272
NORTHWESTERN CORPORATION 10,375 10,941
NOVANTA INC. 10,112 17,178
NVIDIA CORPORATION 73,436 128,262
OCEANFIRST FINANCIAL CORP 8,447 8,246
ON SEMICONDUCTOR CORPORATION 9,332 21,968
ORACLE CORPORATION 59,623 58,053
O'REILLY AUTOMOTIVE, INC. 10,787 10,451
OWENS CORNING 12,665 21,345
OXFORD IND INC 7,142 11,000
PACIFIC PREMIER BANCORP, INC 14,015 11,382
PARKER-HANNIFIN CORP. 16,614 32,249
PATRICK INDUSTRIES, INC. 4,322 9,333
PATTERSON-UTI ENERGY, INC. 5,151 3,132
PAYCOM SOFTWARE, INC. 12,940 9,509
PAYCOR HCM, INC. 12,569 9,564
PAYPAL HOLDINGS, INC. 22,972 17,747
PEPSICO, INC. 43,522 51,287
PHILIP MORRIS INTERNATIONAL IN 53,415 51,388
PHILLIPS 66 14,792 17,175
PHREESIA INC 13,360 9,769
PNC FINANCIAL SERVICES 35,179 35,696
PRAXAIR INC 52,311 55,998
PRIMORIS SERVICES CORPORATION 8,937 12,476
PROCTER & GAMBLE COMPANY (THE) 9,319 12,896
PROGYNY INC 5,649 7,994
PROLOGIS INC 13,573 24,527
PRUDENTIAL FINANCIAL INC 8,479 9,541
PUBLIC STORAGE 34,524 35,685
QUANTA SERVICES INC 11,416 30,872
RAPID7, INC. 6,865 7,309
RBC BEARINGS INCORPORATED 4,055 17,663
REALTY INCOME CORP 49,643 44,464
REVOLVE GROUP INC 6,135 2,819
REYNOLDS AMERICAN INC 13,261 11,890
ROYAL BANK OF CANADA 58,851 52,612
RTX CORP 28,608 25,663
RYMAN HOSPITALITY PPTYS INC 11,226 14,997
S&P 500 INDEX FUND 3,026,546 5,402,172
S&P GLOBAL INC. 0 28,193
SCHLUMBERGER LTD 18,765 28,616
SEACOAST BANKING CORPORATION 9,360 10,815
SHOALS TECHNOLOGIES GROUP, INC 10,244 7,273
SILGAN HOLDINGS INC 10,838 13,258
SILICON LABORATORIES INC. 5,091 9,523
SKYLINE CHAMPION CORPORATION 4,149 13,144
SOCIETE GENERALE 160,000 168,992
SOUTHWEST AIRLINES CO 14,114 9,706
SPX TECHNOLOGIES INC 11,874 20,909
STAG INDUSTRIAL, INC. 10,545 17,328
STARBUCKS CORP 41,269 40,624
STATE STREET CORPORATION 57,013 61,087
STIFEL FINANCIAL CORP 5,080 13,623
SUMITOMO MITSUI FINANCIAL GROU 52,297 46,984
SUPERNUS PHARMACEUTICALS, INC. 8,228 9,637
SYNCHRONY FINANCIAL 21,595 19,127
TARGET CORPORATION 13,912 16,806
TEREX CORP 7,435 9,768
TEXAS ROADHOUSE, INC. 4,459 18,946
TEXTRON INC.DEL. 13,786 20,432
THE BANK OF NOVA SCOTIA 58,452 52,240
THE TRAVELERS COMPANIES, INC 14,649 17,716
THERMO FISHER SCIENTIFIC INC 41,188 59,488
T-MOBILE USA, INC. 16,245 14,683
TRANSCANADA PIPELINES LIMITED 51,120 44,085
TRI POINTE HOMES INC 6,590 6,903
TRUIST FINANCIAL CORP 40,600 37,213
TYSON FOODS INC 14,147 11,341
U.S. PHYSICAL THERAPY, INC. 8,655 8,383
UFP INDUSTRIES, INC. 1,912 16,949
UMB FINANCIAL CORP 6,651 6,684
UNITEDHEALTH GROUP INCORPORATE 75,027 77,839
US BANCORP HYBRID 13,481 14,063
UTZ BRANDS INC 6,399 6,095
VERACYTE, INC. 8,429 8,666
VERIZON COMMUNICATIONS, INC. 51,400 48,650
VIAVI SOLUTIONS, INC. 11,974 10,271
VIRGINIA ELEC & POWER CO 11,204 9,799
VISA INC. 53,434 78,681
VITA COCO COMPANY, INC. (THE) 4,849 4,437
VODAFONE GROUP PUBLIC LIMITED 22,438 22,772
WALMART INC. 51,596 52,998
WALT DISNEY COMPANY (THE) 82,325 78,734
WELLS FARGO & COMPANY 70,378 71,321
WELLTOWER INC 49,947 47,418
WESTPAC BANKING CORPORATION 15,420 16,004
WPP FINANCE 44,405 41,740
XCEL ENERGY INC. 9,840 12,923
BASIS DIFFERENCES 2,855,259 0

TY 2023 OtherAssetsSchedule
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
LIFE INSURANCE POLICY 910,000 960,000 953,427


TY 2023 OtherExpensesSchedule
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REGISTRATION 220 131   89
MISCELLANEOUS 2,683 2,683   0


TY 2023 OtherIncomeSchedule2
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GS X7952-9 - ORDINARY INCOME 67 67 67


TY 2023 OtherProfessionalFeesSchedule
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 59,015 59,015   0


TY 2023 SubstantialContributorsSch
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Name Address
BRIAN MARKS 2000 FIRST AVENUE 2700
SEATTLE,WA98121


TY 2023 TaxesSchedule
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 59 59   0