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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
MARKS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)11000 NE COUNTRY CLUB RD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BAINBRIDGE ISLAND, WA98110
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$23,058,867J 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) 3,006,994
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 485,147 496,203  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,266,006
b Gross sales price for all assets on line 6a 8,455,530
7 Capital gain net income (from Part IV, line 2)... 3,266,006
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).......      
12 Total. Add lines 1 through 11........ 6,758,147 3,762,209  
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
12,750 7,077   5,673
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
71,289 71,289   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
89 89   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
255 157   98
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 84,383 78,612   5,771
25 Contributions, gifts, grants paid....... 949,934 949,934
26 Total expenses and disbursements. Add lines 24 and 25 1,034,317 78,612   955,705
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,723,830
b Net investment income (if negative, enter -0-) 3,683,597
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 198,774 427,955 427,955
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)....... 16,561,037 Click to see attachment
List of Attached Documents:
// Content
22,005,686 		21,564,070
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
960,000 		Click to see attachment
List of Attached Documents:
// Content
1,010,000 		Click to see attachment
List of Attached Documents:
// Content
1,066,842
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,719,811 23,443,641 23,058,867
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 17,719,811 23,443,641
29 Total net assets or fund balances (see instructions)..... 17,719,811 23,443,641
30 Total liabilities and net assets/fund balances (see instructions). 17,719,811 23,443,641
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
17,719,811
2
Enter amount from Part I, line 27a .....................
2
5,723,830
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
23,443,641
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
23,443,641
Form 990-PF (2024)
Form 990-PF (2024)
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 X7854-7 - PUBLICLY TRADED SECURITIES      
e GS X7952-9 - PUBLICLY TRADED SECURITIES      
GS X1950-5 - PUBLICLY TRADED SECURITIES      
GS X1951-3 - PUBLICLY TRADED SECURITIES      
GS X1951-3 - PUBLICLY TRADED SECURITIES      
GS X7670-1 - PUBLICLY TRADED SECURITIES      
GS X7853-9 - PUBLICLY TRADED SECURITIES      
GS X7854-7 - PUBLICLY TRADED SECURITIES      
GS X7952-9 - 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 328,198   290,875 37,323
b 23,395   21,764 1,631
c 674,587   612,539 62,048
d 190,000   191,932 -1,932
e 120,698   124,318 -3,620
426,308   316,483 109,825
182,957   161,864 21,093
9     9
683,043   449,841 233,202
3,016,286   382,993 2,633,293
1,618,927   1,455,712 163,215
968,283   1,017,957 -49,674
161,390   163,246 -1,856
61,449     61,449
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       37,323
b       1,631
c       62,048
d       -1,932
e       -3,620
      109,825
      21,093
      9
      233,202
      2,633,293
      163,215
      -49,674
      -1,856
      61,449
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 3,266,006
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 51,202
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 51,202
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 51,202
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 14,671
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 63,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 77,671
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 26,469
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow26,469 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrow11000 NE COUNTRY CLUB RDBAINBRIDGE ISLANDWA ZIP+4right arrow98110
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
2.00 		0 0 0
11000 NE COUNTRY CLUB RD
BAINBRIDGE ISLAND,WA98110
CAROL MAIONE SECRETARY
0.20 		0 0 0
11000 NE COUNTRY CLUB RD
BAINBRIDGE ISLAND,WA98110
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 (2024)
Form 990-PF (2024)
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 71,289
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 (2024)
Form 990-PF (2024)
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
18,539,034
b
Average of monthly cash balances.......................
1b
259,133
c
Fair market value of all other assets (see instructions)................
1c
1,066,842
d
Total (add lines 1a, b, and c).........................
1d
19,865,009
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
19,865,009
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
297,975
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,567,034
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
978,352
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
978,352
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
51,202
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
51,202
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
927,150
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
927,150
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
927,150
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
955,705
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
955,705
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 927,150
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 16,833
d From 2022...... 15,072
e From 2023......  
f Total of lines 3a through e ........ 31,905
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 955,705
a Applied to 2023, 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 2024 distributable amount..... 927,150
e Remaining amount distributed out of corpus 28,555
5 Excess distributions carryover applied to 2024. 0 0
(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 60,460
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		60,460
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 16,833
c Excess from 2022.... 15,072
d Excess from 2023....  
e Excess from 2024.... 28,555
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 15,000

BAINBRIDGE ISLAND LAND TRUST

PO BOX 10144
BAINBRIDGE ISLAND,WA98110 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 25,000

BAINBRIDGE ISLAND MUSEUM OF ART

550 WINSLOW WAY E
BAINBRIDGE ISLAND,WA98110 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 204,250

BAINBRIDGE ISLAND PARKS FOUNDATION

PO BOX 11127
BAINBRIDGE ISLAND,WA98110 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 11,100

BAINBRIDGE YOUTH SERVICES

PO BOX 11173
BAINBRIDGE ISLAND,WA98110 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 15,000

BLOEDEL RESERVE

7571 NE DOLPHIN DR
BAINBRIDGE ISLAND,WA98110 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 15,000

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

HELPLINE HOUSE

282 KNECHTEL WAY NE
BAINBRIDGE ISLAND,WA98110 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 105,000

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 26,584

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 5,000

RONALD MCDONALD HOUSE CHARITIES OF AUGUSTA INC

1442 HARPER STREET
AUGUSTA,GA30901 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 7,500

SEATTLE OPERA

363 MERCER STREET
SEATTLE,WA98109 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 125,000

SEATTLE SYMPHONY FOUNDATION

200 UNIVERSITY STREET
SEATTLE,WA98101 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 160,000

UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM

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

AUGUSTA UNIVERSITY FOUNDATION

1120 15TH STREET
AUGUSTA,GA30912 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5,000

ETOWN

PO BOX 954
BOULDER,CO80306 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 2,500

HURRICANE HELENE COMMUNITY CRISIS FUND

720 ST SEBASTIAN WAY SUITE 160
AUGUSTA,GA30901 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 7,500

ROSE COMMUNITY FOUNDATION

4500 CHERRY CREEK S DR STE 900
DENVER,CO80246 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5,000

UNIVERSITY OF COLORADO FOUNDATION

1800 GRANT ST 800
DENVER,CO80203 		  PC FURTHER THE ORGANIZATION'S CHARITABLE GOALS 2,500
Total .................................right arrow 3a 949,934
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 485,147  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,266,006  
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 3,751,153 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,751,153
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

46-1352263
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
MARKS FAMILY FOUNDATION
  		Employer identification number
46-1352263
Part I
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
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 13,072


(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
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 298,418


(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
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 11,781


(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
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 3,881


(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
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 36,044


(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
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 202,320


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MARKS FAMILY FOUNDATION
  		Employer identification number
46-1352263
Part I
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
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 8,449


(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
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 25,102


(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
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 163,243


(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
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 11,990


(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
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 113,567


(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
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 8,616


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MARKS FAMILY FOUNDATION
  		Employer identification number
46-1352263
Part I
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
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 17,597


(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
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 12,557


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 58,275


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 13,891


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 26,239


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 4,301


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MARKS FAMILY FOUNDATION
  		Employer identification number
46-1352263
Part I
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
19
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 42,320


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 11,525


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 80,646


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 602,025


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 19,561


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 9,396


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MARKS FAMILY FOUNDATION
  		Employer identification number
46-1352263
Part I
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
25
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 105,670


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 8,073


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 716,894


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 50,824


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
29
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 13,436


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
30
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 44,065


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MARKS FAMILY FOUNDATION
  		Employer identification number
46-1352263
Part I
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
31
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 37,894


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
32
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 13,504


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
33
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 1,226


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
34
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 87,869


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
35
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 2,677


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
36
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 47,300


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MARKS FAMILY FOUNDATION
  		Employer identification number
46-1352263
Part I
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
37
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 45,323


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
38
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 24,631


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
39
BRIAN J MARKS
11000 NE COUNTRY CLUB RD
 
SEATTLE, WA98110

$ 12,792


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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
 103 SHS ADVANCED MICRO DEVICES, INC. $ 13,072 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 1568 SHS ALPHABET INC. $ 298,418 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 160 SHS AMPHENOL CORPORATION $ 11,781 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 22 SHS APOLLO GLOBAL MANAGEMENT, INC. $ 3,881 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 400 SHS BOSTON SCIENTIFIC CORPORATION $ 36,044 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 900 SHS BROADCOM INC. $ 202,320 2024-12-13
Schedule B (Form 990) (Rev. 1-2025)
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
 40 SHS CINTAS CORPORATION $ 8,449 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
8
 105 SHS CONSTELLATION ENERGY CORP $ 25,102 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
9
 165 SHS COSTCO WHOLESALE CORPORATION $ 163,243 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
10
 80 SHS D.R. HORTON, INC. $ 11,990 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
11
 319 SHS EATON CORPORATION PUBLIC LIMITED COMPANY $ 113,567 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
12
 40 SHS GARMIN LTD $ 8,616 2024-12-13
Schedule B (Form 990) (Rev. 1-2025)
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
 53 SHS GE VERNOVA LLC $ 17,597 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
14
 40 SHS HCA HEALTHCARE, INC. $ 12,557 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
15
 108 SHS INTUITIVE SURGICAL, INC. $ 58,275 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
16
 90 SHS KKR & CO. INC. $ 13,891 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
17
 100 SHS LOWE'S COMPANIES, INC. $ 26,239 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
18
 20 SHS MARSH & MCLENNAN COMPANIES, INC. $ 4,301 2024-12-13
Schedule B (Form 990) (Rev. 1-2025)
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
19
 80 SHS MASTERCARD INCORPORATED $ 42,320 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
20
 20 SHS MCKESSON CORPORATION $ 11,525 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
21
 130 SHS META PLATFORMS, INC. $ 80,646 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
22
 1346 SHS MICROSOFT CORPORATION $ 602,025 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
23
 40 SHS MOODY'S CORPORATION $ 19,561 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
24
 20 SHS MOTOROLA SOLUTIONS, INC. $ 9,396 2024-12-13
Schedule B (Form 990) (Rev. 1-2025)
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
25
 115 SHS NETFLIX, INC. $ 105,670 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
26
 85 SHS NRG ENERGY, INC. $ 8,073 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
27
 5340 SHS NVIDIA CORPORATION $ 716,894 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
28
 40 SHS O'REILLY AUTOMOTIVE, INC. $ 50,824 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
29
 20 SHS PARKERHANNIFIN CORPORATION $ 13,436 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
30
 175 SHS PROGRESSIVE CORPORATION (THE) $ 44,065 2024-12-13
Schedule B (Form 990) (Rev. 1-2025)
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
31
 320 SHS PULTEGROUP, INC. $ 37,894 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
32
 40 SHS QUANTA SERVICES, INC. $ 13,504 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
33
 5 SHS ROYAL CARIBBEAN CRUISES LTD. $ 1,226 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
34
 248 SHS SALESFORCE, INC. $ 87,869 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
35
 20 SHS TOLL BROTHERS, INC. $ 2,677 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
36
 102 SHS VERTEX PHARMACEUTICALS INCORPORATED $ 47,300 2024-12-13
Schedule B (Form 990) (Rev. 1-2025)
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
37
 144 SHS VISA INC. $ 45,323 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
38
 170 SHS VISTRA CORP. $ 24,631 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
39
 60 SHS WASTE MANAGEMENT, INC. $ 12,792 2024-12-13
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 12,750 7,077   5,673

TY 2024 InvestmentsCorpStockSchedule
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 53,177 55,085
ABBVIE INC 56,143 65,110
ADOBE INC 67,688 73,504
ADVANCED ENERGY INDUSTRIES INC 10,904 11,563
ADVANCED MICRO DEVICES, INC. 45,535 32,372
AGIOS PHARMACEUTICALS, INC. 3,896 4,995
AGREE REALTY CORPORATION 10,432 11,312
AIR PRODUCTS & CHEMICALS INC 11,360 17,112
ALEXANDRIA REAL ESTATE EQUITIE 14,007 14,225
ALLEGRO MICROSYSTEMS INC 9,407 7,432
ALPHABET INC. 68,584 155,965
AMAZON.COM 88,071 167,128
AMERICAN ELECTRIC POWER 34,776 30,801
AMERICAN EXPRESS CO. 8,471 19,291
AMERICAN TOWER CORPORATION 40,645 35,657
AMERIS BANCORP 9,871 17,262
AMGEN INC. 12,428 12,250
AON CORPORATION 24,613 24,661
APPFOLIO, INC. 7,884 15,543
APPLE INC. 86,664 113,350
ARCUTIS BIOTHERAPEUTICS INC 8,738 7,007
ARISTA NETWORKS, INC. 43,068 114,288
ARTIVION INC 8,530 10,607
ASBURY AUTOMOTIVE GROUP, INC. 10,793 12,152
AT&T INC. 29,273 24,834
ATRICURE, INC 10,102 10,146
AUTODESK, INC. 26,840 37,833
AVANTOR FUNDING, INC. 10,375 9,418
AVIENT COR 12,792 15,300
AXA EQUITABLE HOLDINGS, INC. 5,754 4,942
AZENTA INC 10,014 7,250
B.A.T. CAPITAL CORPORATION 21,714 19,619
BALCHEM CORPORATION 7,407 14,748
BALDWIN INSURANCE GROUP INC/TH 9,955 10,465
BANK OF AMERICA CORP 15,074 30,809
BANK OF NY MELLON CORP 13,594 13,163
BECTON, DICKINSON AND COMPANY 19,909 18,830
BERKSHIRE HATHAWAY INC. 37,985 51,385
BIOCRYST PHARMACEUTICALS INC 8,842 7,219
BLACKROCK, INC. 21,081 32,804
BOEING COMPANY (THE) 15,642 14,804
BOOT BARN HOLDINGS, INC. 5,958 13,967
BOSTON SCIENTIFIC CORP. 16,467 31,798
BROADCOM CORPORATION 22,050 20,047
BROADCOM INC. 3,996 21,097
CADENCE DESIGN SYSTEMS INC 17,505 19,830
CADRE HOLDINGS, INC. 9,530 8,753
CANADIAN PACIFIC RAILWAY COMPA 19,631 19,663
CAPITAL ONE FINANCIAL CO 27,964 24,698
CARRIER GLOBAL CORPORATION 14,807 20,272
CATERPILLAR INC (DELAWARE) 10,863 21,403
CATHAY GENERAL BANCORP 8,789 12,521
CBIZ, INC. 10,621 17,102
CENCORA INC 6,912 14,829
CENTRAL GARDEN & PET COMPANY 13,334 15,897
CHAMPION HOMES INC 6,152 17,356
CHAMPIONX CORPORATION 6,902 7,205
CHART INDUSTRIES, INC. 9,977 13,359
CHORD ENERGY 14,627 11,692
CIGNA CORPORATION 37,505 32,644
CISCO SYSTEMS, INC. 19,368 24,213
CITIGROUP INC. 39,237 39,378
CNA FINANCIAL CORP 26,454 25,297
COCA-COLA CO/THE 41,084 42,435
COHEN & STEERS, INC. 5,350 12,004
COMCAST CORP 59,244 57,239
CONOCOPHILLIPS 11,821 22,115
CRINETICS PHARMACEUTICALS, INC 6,475 6,391
CSX CORPORATION 18,220 18,039
DARDEN RESTAURANTS, INC. 8,872 18,296
DELTA AIR LINES, INC. 17,710 22,264
DESCARTES SYSTEMS GRP (THE) 8,501 19,312
DIAGEO CAPITAL PLC 20,130 20,303
DIGITAL REALTY TRUST, INC 11,500 10,026
DISCOVER FINANCIAL SVS 21,801 19,964
DUCOMMUN INCORPORATED 7,299 8,721
DUKE ENERGY CORPORATION 43,450 47,438
DUPONT DE NEMOURS INC 14,062 14,793
DYNATRACE HOLDINGS LLC 35,740 37,665
EMERSON ELECTRIC CO 50,786 53,029
ENDAVA PLC ADR 12,521 8,652
ENERPAC TOOL GROUP CORP 7,775 7,232
ENTERPRISE PRODUCTS OPERATING 45,131 46,156
EOG RESOURCES INC 34,185 40,746
EQUITY LIFESTYLE PROPERTIES 6,366 9,257
EXPAND ENERGY CORP 3,892 4,480
EXXON MOBIL CORPORATION 29,374 31,948
FIRST WATCH RESTAURANT GROUP 12,155 12,562
FISERV, INC. 26,261 48,274
FLYWIRE CORPORATION 15,529 15,362
FORTINET, INC. 26,933 41,666
FOX CORPORATION 34,431 40,620
FREEPORT-MCMORAN INC 13,034 13,937
GATES INDUSTRIAL CORPORATION 8,617 9,051
GE AEROSPACE 24,994 25,395
GE VERNOVA LLC 7,500 10,863
GENERAL MOTORS COMPANY 10,405 14,916
GILEAD SCIENCES, INC. 30,708 33,303
GLACIER BANCORP INC 3,849 7,533
GLOBUS MEDICAL INC 8,020 19,685
GRAND CANYON EDUCATION, INC. 6,514 14,742
GS BOND FUND CLASS P 808,068 787,279
GS HIGH YIELD FUND 1,809,526 1,785,360
GS STRATEGIC FACTOR ALLOCATION FUND 2,164,074 2,193,987
GS STRATEGIC VOLATILITY PREMIUM FUND 1,161,930 1,123,477
GS TACTICAL TILT OVERLAY FUND 225,414 217,065
HALOZYME THERAPEUTICS, INC. 7,350 10,996
HARTFORD FINANCIAL SRVCS GROUP 15,199 25,492
HEALTHEQUITY, INC. 8,272 16,312
HILLMAN SOLUTIONS CORP 9,717 9,643
HONEYWELL INTL INC 63,201 70,417
HORACE MANN EDUCATORS CORP 14,875 14,280
HOULIHAN LOKEY, INC. 6,079 18,234
HOWMET AEROSPACE INC. 29,235 31,061
ICF INTERNATIONAL INC 5,728 10,025
ICU MEDICAL INC 3,068 5,121
IDACORP, INC. 8,345 11,256
INDEPENDENT BANK CORP. 10,041 9,455
INDEPENDENCE REALTY TRUST, INC 11,315 11,100
INGERSOLL-RAND LUXEMBOURG FINA 24,974 24,895
INSMED INC 5,127 13,463
INTAPP, INC. 17,251 28,841
INTERCONTINENTAL EXCHANGE INC 55,496 66,508
INTRA-CELLULAR THERAPIES, INC. 9,433 15,034
INTUIT INC 22,942 44,624
ITT INC. 5,908 12,859
JOHN DEERE CAPITAL CORPORATION 51,442 53,802
JOHNSON & JOHNSON 58,644 60,483
JPMORGAN CHASE & CO 251,277 296,057
KIMCO REALTY CORPORATION 14,791 13,798
LA Z BOY CHAIR CO 7,334 7,973
LOCKHEED MARTIN CORPORATION 40,349 40,904
LOWES COMPANIES INC 17,952 24,680
MACOM TECHNOLOGY SOLUTIONS 7,375 25,073
MAGNOLIA OIL & GAS CORP 9,648 15,828
MARTIN MARIETTA MATERIALS 10,911 18,594
MASTERCARD INCORPORATED 52,038 67,550
MATADOR RES CO 10,381 16,878
MEDPACE HOLDINGS, INC. 8,776 15,283
MEDTRONIC, INC. 40,434 40,958
MERCK & CO., INC. 64,984 70,333
META PLATFORMS INC- 79,015 118,273
MICRON TECHNOLOGY, INC. 9,731 13,990
MICROSOFT CORPORATION 71,726 213,980
MID-AMERICA APARTMENTS 13,700 13,648
MINERALS TECHNOLOGIES INC. 9,473 12,041
MITSUBISHI UFJ FINANCIAL GROUP 39,133 34,594
MONDELEZ INTERNATIONAL, INC. 36,521 36,808
MORGAN STANLEY 300,000 411,465
MOTOROLA SOLUTIONS INC 16,715 26,868
MSCI EAFE INDEX FUND (ISHARES) 896,931 937,186
NATIONAL HEALTH INVESTORS, INC 8,231 9,477
NEUROCRINE BIOSCIENCES, INC. 23,548 32,760
NEXTERA ENERGY, INC. 67,277 63,759
NIKE, INC. 5,981 5,807
NORTHROP GRUMMAN CORPORATION 39,797 39,477
NORTHWESTERN CORPORATION 13,503 14,434
NOVANTA INC. 11,899 17,110
NOVO-NORDISK A/S ADR ADR 51,990 38,021
NVIDIA CORPORATION 26,247 186,260
OCEANFIRST FINANCIAL CORP 9,896 9,955
ON SEMICONDUCTOR CORPORATION 2,222 7,314
ORACLE CORPORATION 49,178 53,453
OWENS CORNING 8,468 19,076
OXFORD IND INC 7,945 9,454
PACIFIC PREMIER BANCORP, INC 15,365 10,990
PARAGON 28, INC. 5,081 5,733
PARKER-HANNIFIN CORP. 8,859 28,621
PATRICK INDUSTRIES, INC. 5,781 12,794
PAYPAL HOLDINGS, INC. 16,920 19,118
PEPSICO, INC. 57,957 64,244
PERELLA WEINBERG PARTNERS 5,863 9,345
PFIZER INC. 40,503 40,984
PHILIP MORRIS INTERNATIONAL IN 53,415 51,921
PHILLIPS 66 11,158 11,507
PHREESIA INC 14,267 11,750
PRAXAIR INC 52,311 55,717
PRIMORIS SERVICES CORPORATION 4,964 17,208
PROCTER & GAMBLE COMPANY (THE) 12,535 17,939
PROLOGIS INC 8,741 15,221
PRUDENTIAL FINANCIAL INC 6,749 8,534
PUBLIC STORAGE 30,311 30,908
QUANTA SERVICES INC 4,682 24,020
RBC BEARINGS INCORPORATED 6,931 21,538
REALTY INCOME CORP 14,030 12,677
REPUBLIC SERVICES INC 25,894 26,731
REVOLVE GROUP INC 6,790 6,531
ROYAL BANK OF CANADA 387,250 381,844
RTX CORP 21,938 27,194
RYMAN HOSPITALITY PPTYS INC 10,651 13,186
S&P 500 INDEX FUND 3,265,205 6,788,460
S&P GLOBAL INC. 3,518 17,929
SCHLUMBERGER LTD 15,498 19,023
SCHNEIDER NATIONAL, INC. 5,757 6,609
SEACOAST BANKING CORPORATION 10,752 11,838
SHELL FINANCE US INC 49,141 53,124
SILGAN HOLDINGS INC 12,913 17,333
SILICON LABORATORIES INC. 6,240 10,186
SPRINGWORKS THERAPEUTICS, INC. 7,591 6,901
SPX TECHNOLOGIES INC 7,831 20,664
STAG INDUSTRIAL, INC. 12,654 16,802
STARBUCKS CORP 41,269 39,955
STATE STREET CORPORATION 55,730 60,818
STERLING INFRASTRUCTURE INC 10,690 15,161
STIFEL FINANCIAL CORP 4,004 17,185
SUMITOMO MITSUI FINANCIAL GROU 52,297 47,303
SUPERNUS PHARMACEUTICALS, INC. 9,748 13,668
SYNOPSYS INC. 14,248 13,590
TANDEM DIABETES CARE, INC. 12,907 12,427
TARGET CORPORATION 12,786 15,140
TEXAS CAPITAL BANCSHARES, INC. 8,848 8,602
TEXAS INSTRUMENTS INC 45,802 46,383
TEXAS ROADHOUSE, INC. 2,374 17,141
TEXTRON INC.DEL. 9,759 15,302
THE J. M. SMUCKER COMPANY 19,699 20,215
THE SOUTHERN COMPANY 42,865 44,161
THE TRAVELERS COMPANIES, INC 14,983 21,198
THERMO FISHER SCIENTIFIC INC 44,984 62,744
THERMON GROUP HOLDINGS, INC. 8,151 7,336
T-MOBILE USA, INC. 16,245 14,772
TRANSCANADA PIPELINES LIMITED 38,463 33,374
TRI POINTE HOMES INC 12,858 12,691
TRUIST FINANCIAL CORP 39,396 37,813
TYSON FOODS INC 10,252 9,190
UBER TECHNOLOGIES, INC. 36,097 33,840
UBS AG STRUCTURED NOTE DUE 10/06/2027 200,000 191,140
U.S. PHYSICAL THERAPY, INC. 9,491 8,871
UFP INDUSTRIES, INC. 3,929 16,898
UMB FINANCIAL CORP 11,305 14,724
UNION PACIFIC CORPORATION 36,195 36,622
UNITEDHEALTH GROUP INCORPORATE 65,616 69,914
UTZ BRANDS INC 9,649 8,662
VERACYTE, INC. 9,793 14,058
VERIZON COMMUNICATIONS, INC. 41,114 40,670
VIAVI SOLUTIONS, INC. 13,150 11,565
VIRGINIA ELEC & POWER CO 11,204 9,787
VISA INC. 29,090 57,791
VITA COCO COMPANY, INC. (THE) 7,588 10,076
WALMART INC. 38,947 39,501
WALT DISNEY COMPANY (THE) 76,088 81,166
WELLS FARGO & COMPANY 40,986 50,825
WELLTOWER INC 49,947 48,556
WESTPAC BANKING CORPORATION 15,420 16,247
BASIS DIFFERENCES 5,486,716 0

TY 2024 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 960,000 1,010,000 1,066,842


TY 2024 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 220 122   98
MISCELLANEOUS 35 35   0


TY 2024 OtherProfessionalFeesSchedule
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 71,289 71,289   0


TY 2024 SubstantialContributorsSch
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Name Address
BRIAN MARKS 11000 NE COUNTRY CLUB RD
BAINBRIDGE ISLAND,WA98110


TY 2024 TaxesSchedule
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 89 89   0