Nonprofit · EIN 39-1891090
MARCUS FAM CHARITABLE TR
Also known as MARCUS STEPHEN & JOAN CO-TTEES
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $257,059 | $349,930 | -$92,871 | $4,165,696 | $0 | $4,165,696 |
| December 31, 2023 | 990-PF | $146,195 | $298,490 | -$152,295 | $4,258,841 | $0 | $4,258,841 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $152,480
- Interest
- $46
- Net gain from sales of assets
- $104,533
Expenses
- Grants and similar amounts paid
- $325,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $325,035
- Excise tax on investment income
- $3,255
Balance sheet and other
- Total assets, start of year
- $4,258,841
- Total assets, end of year
- $4,165,696
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,165,696
- Fair market value of assets
- $7,695,730
- Qualifying distributions
- $325,035
- Net investment income
- $257,059
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID MARCUS 301 N BROADWAY SUITE 300, MILWAUKEE, WI 53202 | TRUSTEE | 1 | $0 |
| ANDREW MARCUS 301 N BROADWAY SUITE 300, MILWAUKEE, WI 53202 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID MARCUS 301 N BROADWAY SUITE 300, MILWAUKEE, WI 53202 | TRUSTEE | 1 | $0 |
| ANDREW MARCUS 301 N BROADWAY SUITE 300, MILWAUKEE, WI 53202 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 301 N BROADWAY STE 300, MILWAUKEE, WI 53202-2660
- In care of
- % FOLEY & LARDNER
- Signed the 990-PF
- DAVID MARCUS, CO-TRUSTEE
- Phone
- (414) 905-1530
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-1891090
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $4,165,696
- Income (IRS master file)
- $583,666
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $257,059 | $349,930 | $4,165,696 | XML |
| 990-PF | December 2023 | $146,195 | $298,490 | $4,258,841 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1891090).
Questions about MARCUS FAM CHARITABLE TR
- What is the EIN of MARCUS FAM CHARITABLE TR?
- The employer identification number (EIN) of MARCUS FAM CHARITABLE TR is 39-1891090.
- Is MARCUS FAM CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to MARCUS FAM CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARCUS FAM CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARCUS FAM CHARITABLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARCUS FAM CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MARCUS FAM CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does MARCUS FAM CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $257,059, expenses of $349,930 and total assets of $4,165,696 at year end.
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