EIN 39-1891090

Marcus Family Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1997
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Marcus Family Charitable Trust is a private foundation that primarily funds support for Milwaukee community education, health and poverty, support for local Jewish community and enhance Jewish life in Milwaukee, and support for Holocaust. Grantees include Milwaukee Jewish Federation Inc and others. Made four grants last year.
Also known as...
Marcus Stephen and Joan Co-Ttees
Total revenues
$146,195
2023
Total expenses
$298,490
2023
Total assets
$4,258,841
2023
Num. employees
0
2023

Grants made by Marcus Family Charitable Trust

GranteeGrant descriptionAmount
Milwaukee Jewish Federation (MJF)Support for Local Jewish Community and Enhance Jewish Life in Milwaukee.$275,000

Personnel at Marcus Family Charitable Trust

NameTitleCompensation
David MarcusTrustee$0

Financials for Marcus Family Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$130,218
Net rental income$0
Net gain from sale of non-inventory assets$15,977
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$146,195

Form 990s for Marcus Family Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-08-13990PFView PDF
2022-122023-08-03990PFView PDF
2021-122022-05-05990PFView PDF
2020-122021-11-12990PFView PDF
2018-122020-02-18990PFView PDF
...and 7 more Form 990s
Data update history
September 25, 2024
Posted financials
Added Form 990PF for fiscal year 2023
September 22, 2024
Used new vendors
Identified 1 new vendor, including
October 1, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 13, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 1, 2023
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Human services
Characteristics
JewishReligiousProvides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
301 N Broadway 300
Milwaukee, WI 53202
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Phone
(414) 905-1530
IRS details
EIN
39-1891090
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1997
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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