Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
BAINBRIDGE ISLAND
State or province
WA
Country  
ZIP or foreign postal code
98110
A Employer identification number

46-1352263
B Telephone number (see instructions)

2069569471
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$26,667,289J 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) 2,013,760
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 564,399 569,182  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 462,274
b Gross sales price for all assets on line 6a 3,503,015
7 Capital gain net income (from Part IV, line 2)... 462,274
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........ 3,040,433 1,031,456  
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
15,000 5,065   9,935
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
77,742 77,742   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
78 78   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
263 114   149
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 93,083 82,999   10,084
25 Contributions, gifts, grants paid....... 1,183,350 1,183,350
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,276,433 82,999   1,193,434
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,764,000
b Net investment income (if negative, enter -0-) 948,457
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 427,955 285,432 285,432
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 22,005,686 Click to see attachment
List of Attached Documents:
// Content
23,862,209 		25,188,459
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
1,010,000 		Click to see attachment
List of Attached Documents:
// Content
1,060,000 		Click to see attachment
List of Attached Documents:
// Content
1,193,398
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,443,641 25,207,641 26,667,289
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 23,443,641 25,207,641
29 Total net assets or fund balances (see instructions)..... 23,443,641 25,207,641
30 Total liabilities and net assets/fund balances (see instructions). 23,443,641 25,207,641
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
23,443,641
2
Enter amount from Part I, line 27a .....................
2
1,764,000
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
25,207,641
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
25,207,641
Form 990-PF (2025)
Form 990-PF (2025)
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 X1950-5 - 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 X7854-7 - PUBLICLY TRADED SECURITIES      
GS X7952-9 - PUBLICLY TRADED SECURITIES      
GS X7952-9 - ORDINARY INCOME      
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 90,373   78,076 12,297
b 75,947   70,843 5,104
c 399,820   371,833 27,987
d 1,185,439   1,141,322 44,117
e 187,332   135,989 51,343
42     42
202,577   131,939 70,638
11     11
370,178   306,313 63,865
559,888   471,198 88,690
280,336   281,782 -1,446
51,215   51,446 -231
99,857     99,857
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       12,297
b       5,104
c       27,987
d       44,117
e       51,343
      42
      70,638
      11
      63,865
      88,690
      -1,446
      -231
      99,857
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 2 462,274
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 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 13,184
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 13,184
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 13,184
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 52,000
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 52,000
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 38,816
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax38,816 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
WA
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofBRIAN J MARKS Telephone no. (206) 956-9471

Located at11000 NE COUNTRY CLUB RDBAINBRIDGE ISLANDWA ZIP+498110
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 77,742
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
22,477,599
b
Average of monthly cash balances.......................
1b
219,262
c
Fair market value of all other assets (see instructions)................
1c
1,193,398
d
Total (add lines 1a, 1b, and 1c).......................
1d
23,890,259
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
23,890,259
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
358,354
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,531,905
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,176,595
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,176,595
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
13,184
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,184
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,163,411
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,163,411
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
1,163,411
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, line 26, column (d) ..........
1a
1,193,434
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
1,193,434
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,163,411
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021...... 16,833
c From 2022...... 15,072
d From 2023......  
e From 2024...... 28,555
f Total of lines 3a through e ........ 60,460
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,193,434
a Applied to 2024, 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 2025 distributable amount..... 1,163,411
e Remaining amount distributed out of corpus 30,023
5 Excess distributions carryover applied to 2025. 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 90,483
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		90,483
10 Analysis of line 9:
a Excess from 2021 .... 16,833
b Excess from 2022 .... 15,072
c Excess from 2023 ....  
d Excess from 2024 .... 28,555
e Excess from 2025 .... 30,023
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 120,000

BABIES AND MOTHERS ALIVE USA

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

BAINBRIDGE ARTISAN RESOURCE NETWORK

8890 THREE TREE LANE NE
BAINBRIDGE ISLAND,WA98110 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 15,000

BAINBRIDGE ISLAND LAND TRUST

PO BOX 10144
BAINBRIDGE ISLAND,WA98110 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 25,100

BAINBRIDGE ISLAND MUSEUM OF ART

550 WINSLOW WAY E
BAINBRIDGE ISLAND,WA98110 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 200,000

BAINBRIDGE ISLAND PARKS FOUNDATION

PO BOX 11127
BAINBRIDGE ISLAND,WA98110 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 10,000

BAINBRIDGE YOUTH SERVICES

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

BLOEDEL RESERVE

7571 NE DOLPHIN DR
BAINBRIDGE ISLAND,WA98110 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 20,000

CLASSICAL 98 1

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

EARLY MUSIC GUILD OF SEATTLE

PO BOX 25893
SEATTLE,WA98125 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 10,000

ETOWN

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

FAMILY CONNECTION OF COLUMBIA COUNTY

5915 EUCHEE CREEK DRIVE
GROVETOWN,GA30813 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5,000

FOUNDATION FOR SCALABLE INNOVATIONS IN EDUCATION

229 TERRY STREET SUITE 1
LONGMONT,CO80501 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 10,000

GOLDEN HARVEST FOOD BANK INC

3310 COMMERCE DRIVE
AUGUSTA,GA30909 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5,000

HELPLINE HOUSE

282 KNECHTEL WAY NE
BAINBRIDGE ISLAND,WA98110 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 185,000

I HAVE A DREAM FOUNDATION OF BOULDER COUNTY

5390 MANHATTAN CIRCLE
BOULDER,CO80303 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5,000

ISLAND VOLUNTEER CAREGIVERS

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

ISLANDWOOD

4450 BLAKELY AVENUE NE
BAINBRIDGE ISLAND,WA98110 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 26,250

PEACOCK FAMILY SERVICES

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

PILCHUCK GLASS SCHOOL

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

PUGET SOUND RESTORATION FUND

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

PUGET SOUNDKEEPER ALLIANCE

130 NICKERSON STREET 107
SEATTLE,WA98109 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5,000

RONALD MCDONALD HOUSE CHARITIES OF AUGUSTA INC

1442 HARPER STREET
AUGUSTA,GA30901 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 10,000

SEATTLE OPERA

363 MERCER STREET
SEATTLE,WA98109 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 150,000

SEATTLE SYMPHONY FOUNDATION

200 UNIVERSITY STREET
SEATTLE,WA98101 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 259,000

UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM

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

COLORADO SYMPHONY ASSOCIATION

1000 14TH STREET
DENVER,CO80202 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5,000

THE BREAST CANCER RESEARCH FOUNDATION

28 WEST 44TH STREET SUITE 609
NEW YORK,NY10036 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5,000

BOYS & GIRLS CLUBS OF METRO DENVER

2017 WEST 9TH AVENUE
DENVER,CO80204 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5,000

MONTESSORI ACADEMY OF COLORADO

2500 CURTIS STREET
DENVER,CO80205 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5,000

THE NATIONAL CENTER FOR WOMEN & INFORMATION TECHNOLOGY

CAMPUS BOX 417 UCB
BOULDER,CO80309 		    FURTHER THE ORGANIZATION'S CHARITABLE GOALS 2,500
Total ................................. 3a 1,183,350
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 564,399  
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 ............ 		    18 462,274  
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 1,026,673 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,026,673
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
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

Attach to Form 990, 990-EZ, or 990-PF.
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 ......... $  
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. 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

$ 2,013,760


(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.)
(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
 86,800 SHS OLD WESTBURY LARGE CAP STRATEGIES FUND $ 2,013,760 2025-12-03
(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
 
$    
(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 2025 AccountingFeesSchedule
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 15,000 5,065   9,935

TY 2025 InvestmentsCorpStockSchedule
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 57,084 65,026
ABBVIE INC 48,395 62,945
ADOBE INC 53,966 55,562
ADVANCED ENERGY INDUSTRIES INC 11,496 21,984
AEROVIRONMENT INC 10,380 8,708
AGIOS PHARMACEUTICALS, INC. 11,045 10,697
AGREE REALTY CORPORATION 11,440 12,651
ALEXANDRIA REAL ESTATE EQUITIE 14,007 14,614
ALKAMI TECHNOLOGY, INC. 13,044 12,804
ALLEGRO MICROSYSTEMS INC 9,981 9,629
ALPHABET INC. 105,465 254,500
ALTRIA GROUP, INC. 15,601 15,961
AMAZON.COM INC 119,364 193,690
AMERICAN ELECTRIC POWER 34,776 31,698
AMERICAN EXPRESS CO. 7,563 22,937
AMERICAN TOWER CORPORATION 40,758 35,742
AMERIPRISE FINANCIAL, INC. 15,546 15,708
AMERIS BANCORP 7,047 17,277
AMGEN INC. 12,692 15,711
AON CORPORATION 24,613 26,294
APPFOLIO, INC. 9,114 15,820
APPLE INC. 12,726 13,690
ARCUTIS BIOTHERAPEUTICS INC 7,017 13,126
ARISTA NETWORKS, INC. 22,318 84,383
ARTIVION INC 7,602 15,325
ASBURY AUTOMOTIVE GROUP, INC. 10,793 11,627
AT&T INC. 29,273 25,505
ATRICURE, INC 12,553 16,299
AUTODESK, INC. 15,121 22,793
AUTOZONE INC 16,017 16,373
AVIENT COR 18,482 16,451
AXA EQUITABLE HOLDINGS, INC. 2,302 2,026
AZENTA INC 13,575 8,315
B.A.T. CAPITAL CORPORATION 21,714 20,118
BALCHEM CORPORATION 8,196 14,660
BANK OF AMERICA CORP 16,036 39,710
BANK OF MONTREAL 250,000 246,690
BANK OF NY MELLON CORP 49,334 50,601
BECTON, DICKINSON AND COMPANY 20,616 16,690
BELL CANADA 22,295 22,779
BERKSHIRE HATHAWAY INC. 16,393 32,672
BIOCRYST PHARMACEUTICALS INC 11,745 10,608
BLACKROCK FUNDING, INC. 22,044 35,321
BOEING COMPANY (THE) 21,302 21,061
BOOKING HOLDINGS INC. 31,347 32,132
BOOT BARN HOLDINGS, INC. 3,870 13,588
BOSTON SCIENTIFIC CORP. 13,261 30,226
BRIDGEBIO PHARMA, INC. 9,835 15,298
BROADCOM INC. 136,613 190,602
CADENCE DESIGN SYSTEMS INC 17,027 20,005
CADRE HOLDINGS, INC. 13,159 15,356
CANADIAN PACIFIC RAILWAY COMPA 19,631 20,754
CARDINAL HEALTH, INC. 15,593 15,921
CARRIER GLOBAL CORPORATION 15,279 16,011
CATHAY GENERAL BANCORP 9,737 13,694
CBIZ, INC. 15,059 13,571
CENCORA INC 7,392 22,967
CENTRAL GARDEN & PET COMPANY 14,099 14,770
CHAMPION HOMES INC 10,501 21,717
CHARLES SCHWAB CORPORATION 52,405 52,899
CHORD ENERGY 15,266 9,734
CIGNA CORPORATION 37,505 33,613
CISCO SYSTEMS, INC. 23,716 35,973
CITIGROUP INC. 39,237 42,348
COCA-COLA CO/THE 23,347 25,631
COHEN & STEERS, INC. 9,791 11,928
COLUMBIA BANKING SYSTEM, INC. 14,210 12,773
COMCAST CORP 59,667 56,210
COMMVAULT SYSTEMS, INC. 17,512 12,536
CONOCOPHILLIPS 10,813 20,033
CONSTELLATION BRANDS, INC. 23,085 23,326
CREDO TECHNOLOGY GROUP HOLDING 7,090 6,475
CRINETICS PHARMACEUTICALS, INC 11,166 12,103
CSW INDUSTRIALS, INC. 13,711 16,144
CSX CORPORATION 60,833 63,986
CVS HEALTH CORP 22,629 22,820
CYTOKINETICS, INC. 8,005 8,896
DARDEN RESTAURANTS, INC. 8,214 17,298
DELTA AIR LINES, INC. 18,503 26,372
DESCARTES SYSTEMS GRP (THE) 6,367 13,149
DEXCOM, INC. 48,414 44,534
DIAGEO CAPITAL PLC 40,690 41,796
DIGITAL REALTY TRUST, INC 11,500 10,273
DISCOVER FINANCIAL SVS 21,801 20,339
DOW CHEMICAL CO/THE 22,847 23,236
DUCOMMUN INCORPORATED 7,963 13,984
DUKE ENERGY CORPORATION 38,098 44,520
DUPONT DE NEMOURS INC 5,930 8,000
EATON CORPORATION 28,073 28,616
EMERSON ELECTRIC CO 20,481 22,017
ENERPAC TOOL GROUP CORP 15,014 13,040
ENTERPRISE PRODUCTS OPERATING 45,131 47,865
EOG RESOURCES INC 32,720 37,934
EQUITY LIFESTYLE PROPERTIES 6,541 8,619
EVERSOURCE ENERGY 21,056 21,366
EXPAND ENERGY CORP 11,142 12,140
EXXON MOBIL CORPORATION 30,464 36,944
FB FINANCIAL CORPORATION 8,922 8,816
FIRST WATCH RESTAURANT GROUP 18,463 15,940
FLORIDA POWER & LIGHT COMPANY 19,301 20,030
FOX CORPORATION 35,297 50,321
FREEPORT-MCMORAN INC 13,268 18,894
GATES INDUSTRIAL CORPORATION 9,227 10,091
GE VERNOVA LLC 31,935 62,089
GENERAL ELECTRIC COMPANY 31,594 57,052
GENERAL MILLS, INC. 15,194 15,431
GENERAL MOTORS COMPANY 34,091 47,203
GILEAD SCIENCES, INC. 31,096 41,067
GLACIER BANCORP INC 4,605 7,268
GLOBUS MEDICAL INC 9,340 22,089
GRAND CANYON EDUCATION, INC. 7,338 15,799
GS BOND FUND 303,460 306,175
GS ENERGY INFRASTRUCTURE FUND 600,000 556,317
GS HIGH YIELD FUND 2,027,866 2,042,603
GS STRATEGIC FACTOR ALLOCATION FUND 2,487,458 2,547,682
GS STRATEGIC VOLATILITY PREMIUM FUND 1,280,695 1,269,196
GS TACTICAL TILT OVERLAY FUND 220,211 219,571
GULFPORT ENERGY CORPORATION 11,973 12,479
HALOZYME THERAPEUTICS, INC. 6,293 14,133
HARTFORD INSURANCE GROUP INC 14,434 31,140
HCA INC. 16,684 16,991
HEALTHEQUITY, INC. 7,426 14,200
HILLMAN SOLUTIONS CORP 12,480 10,955
HONEYWELL INTL INC 43,409 46,694
HORACE MANN EDUCATORS CORP 12,283 14,362
HOULIHAN LOKEY, INC. 7,752 20,032
HOWMET AEROSPACE INC. 26,649 51,255
IDACORP, INC. 8,879 13,668
INDEPENDENCE REALTY TRUST, INC 11,787 10,237
INDEPENDENT BANK CORP. 10,673 11,493
INTAPP, INC. 15,620 19,015
INTERCONTINENTAL EXCHANGE INC 56,338 72,756
INTUIT INC 29,330 54,318
ITT INC. 12,528 21,862
JOHN DEERE CAPITAL CORPORATION 51,442 56,297
JOHNSON & JOHNSON 44,438 47,614
JPMORGAN CHASE & CO 61,529 123,601
KIMCO REALTY CORPORATION 14,791 14,508
LA Z BOY CHAIR CO 7,991 7,379
LABORATORY CORPORATION OF AMER 15,979 16,211
LEGENCE CORP. 9,502 9,254
LIGAND PHARMACEUTICALS INCORPO 9,209 8,697
LINDE PLC 32,458 33,258
LOCKHEED MARTIN CORPORATION 40,349 43,088
LOWES COMPANIES INC 21,432 27,733
MACOM TECHNOLOGY SOLUTIONS 6,476 31,344
MAGNOLIA OIL & GAS CORP 6,495 12,083
MARTIN MARIETTA MATERIALS 11,389 23,038
MASTERCARD INCORPORATED 55,877 76,762
MATADOR RES CO 11,642 13,581
MEDPACE HOLDINGS, INC. 1,783 8,986
MEDTRONIC, INC. 40,434 42,808
MERCK & CO., INC. 75,082 87,428
META PLATFORMS INC- 52,261 95,713
MICRON TECHNOLOGY, INC. 6,636 33,406
MICROSOFT CORPORATION 94,209 256,493
MID-AMERICA APARTMENTS 41,504 42,261
MINERALS TECHNOLOGIES INC. 9,519 10,483
MITSUBISHI UFJ FINANCIAL GROUP 39,133 35,503
MONDELEZ INTERNATIONAL, INC. 41,923 41,642
MORGAN STANLEY 600,000 704,967
MOTOROLA SOLUTIONS INC 13,220 18,842
MPLX LP 23,517 23,612
MSCI EAFE INDEX FUND (ISHARES) 881,052 1,132,962
NATIONAL HEALTH INVESTORS, INC 8,907 11,207
NEOGENOMICS, INC. 6,008 9,149
NETFLIX, INC. 37,334 34,691
NEXTERA ENERGY, INC. 41,864 43,523
NORTHROP GRUMMAN CORPORATION 33,796 31,073
NORTHWESTERN CORPORATION 14,550 18,717
NOVANTA INC. 16,508 18,086
NVIDIA CORPORATION 31,753 263,711
NXP B.V. 30,415 31,214
OCEANFIRST FINANCIAL CORP 10,823 10,770
ON SEMICONDUCTOR CORPORATION 2,536 6,606
ORACLE CORPORATION 78,799 70,833
OTIS WORLDWIDE CORPORATION 20,428 19,741
OWENS CORNING 8,975 12,870
OXFORD IND INC 8,811 4,446
PAR TECHNOLOGY CORPORATION 9,676 5,261
PARKER-HANNIFIN CORP. 9,507 40,432
PATRICK INDUSTRIES, INC. 7,061 18,325
PAYPAL HOLDINGS, INC. 7,183 6,714
PEPSICO, INC. 64,377 72,470
PERELLA WEINBERG PARTNERS 6,566 7,301
PFIZER INC. 40,503 43,580
PHILIP MORRIS INTERNATIONAL IN 46,827 48,481
PHREESIA INC 16,814 9,678
PINTEREST INC 19,307 13,437
PNC FINANCIAL SERVICES 30,664 31,401
PRAXAIR INC 52,311 59,144
PRIMORIS SERVICES CORPORATION 2,522 15,279
PROCTER & GAMBLE COMPANY (THE) 15,875 18,344
PROLOGIS INC 8,009 17,617
PRUDENTIAL FINANCIAL INC 6,982 8,353
PUBLIC STORAGE 30,581 29,563
QNITY ELECTRONICS, INC. 8,494 8,083
QUALCOMM INCORPORATED 40,186 41,130
QUANTA SERVICES INC 1,718 21,525
RBC BEARINGS INCORPORATED 2,944 23,767
REALTY INCOME CORP 14,030 13,063
REDDIT, INC. 40,952 45,055
REPUBLIC SERVICES INC 25,894 28,723
REVOLVE GROUP INC 7,219 6,340
ROCKWELL AUTOMATION INC 19,073 25,679
ROPER TECHNOLOGIES INC 17,145 17,494
ROYAL BANK OF CANADA 407,661 456,594
ROYALTY PHARMA PLC 22,498 22,966
RTX CORP 21,295 41,632
RYMAN HOSPITALITY PPTYS INC 11,675 12,936
S&P 500 INDEX FUND 2,913,207 7,496,396
S&P GLOBAL INC. 3,982 19,336
SCHNEIDER NATIONAL, INC. 6,344 6,523
SEACOAST BANKING CORPORATION 14,866 18,381
SEMTECH CORPORATION 8,992 12,896
SERVICENOW INC 16,210 13,021
SHAKE SHACK INC. 6,913 6,899
SHELL FINANCE US INC 19,157 21,782
SIEMENS ENERGY AG ADR 16,477 16,544
SILGAN HOLDINGS INC 8,749 10,254
SKYWARD SPECIALTY INSURANCE 12,646 13,493
SLB LTD 16,136 19,680
SOLARIS ENERGY INFRASTRUCTURE 8,151 15,400
SPX TECHNOLOGIES INC 7,220 26,408
STAG INDUSTRIAL, INC. 13,448 19,180
STARBUCKS CORP 41,269 41,174
STATE STREET CORPORATION 55,918 66,175
STERLING INFRASTRUCTURE INC 8,361 21,436
STIFEL FINANCIAL CORP 4,112 20,411
SUMITOMO MITSUI FINANCIAL GROUP 52,297 48,696
SUPERNUS PHARMACEUTICALS, INC. 13,296 22,514
SYSTEM ENERGY RESOURCES, INC 15,160 15,225
TANDEM DIABETES CARE, INC. 16,903 11,320
TEXAS CAPITAL BANCSHARES, INC. 9,609 10,865
TEXAS INSTRUMENTS INC 45,802 49,345
TEXAS ROADHOUSE, INC. 2,013 13,446
TEXTRON INC.DEL. 9,686 17,351
THE BANK OF NOVA SCOTIA 250,000 245,085
THE J. M. SMUCKER COMPANY 19,699 21,029
THE SOUTHERN COMPANY 42,865 46,101
THE TRAVELERS COMPANIES, INC 15,450 26,105
THERMO FISHER SCIENTIFIC INC 44,457 67,698
THERMON GROUP HOLDINGS, INC. 12,847 16,053
TJX COMPANIES INC 18,996 24,117
TRANSCANADA PIPELINES LIMITED 38,463 34,264
TRI POINTE HOMES INC 13,761 11,801
TRUIST FINANCIAL CORP 39,613 40,483
U.S. PHYSICAL THERAPY, INC. 14,826 12,885
UBER TECHNOLOGIES, INC. 39,864 50,497
UBS AG STRUCTURED NOTE DUE 10/06/2027 200,000 182,160
UFP INDUSTRIES, INC. 1,515 10,016
ULTRAGENYX PHARMACEUTICAL INC. 9,474 7,360
UMB FINANCIAL CORP 12,469 16,166
UNION PACIFIC CORPORATION 36,195 38,358
UNITEDHEALTH GROUP INCORPORATE 68,331 60,803
US BANCORP 18,853 19,564
UTZ BRANDS INC 12,767 8,365
VERACYTE, INC. 11,034 17,261
VERIZON COMMUNICATIONS, INC. 40,413 41,531
VIAVI SOLUTIONS, INC. 11,234 18,622
VIRGINIA ELEC & POWER CO 11,204 10,058
VISA INC. 27,572 60,229
VITA COCO COMPANY, INC. (THE) 8,323 15,267
WALMART INC. 38,947 42,003
WALT DISNEY COMPANY (THE) 81,974 90,443
WELLS FARGO & COMPANY 71,544 94,362
WELLTOWER INC 49,947 49,853
WESTPAC BANKING CORPORATION 15,420 17,124
BASIS DIFFERENCES 5,570,830 0

TY 2025 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 1,010,000 1,060,000 1,193,398


TY 2025 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 225 76   149
MISCELLANEOUS 38 38   0


TY 2025 OtherProfessionalFeesSchedule
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 77,742 77,742   0


TY 2025 SubstantialContributorsSch
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Name Address
BRIAN MARKS 11000 NE COUNTRY CLUB RD
BAINBRIDGE ISLAND,WA98110


TY 2025 TaxesSchedule
Name:
MARKS FAMILY FOUNDATION
EIN:
46-1352263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 78 78   0