EIN 39-1891090

Marcus Family Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
Year formed
1997
Most recent tax filings
2019-12-01
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
$312,318
2019
Total expenses
$329,642
2019
Total assets
$5,054,703
2019
Num. employees
n/a

Grants made by Marcus Family Charitable Trust

GranteeGrant descriptionAmount
Milwaukee Jewish Federation (MJF)Support for Local Jewish Community and Enhance Jewish Life in Milwaukee.$590,000
United Way of Greater Milwaukee and Waukesha CountySupport for Milwaukee Community Education, Health and Poverty.$500

Personnel at Marcus Family Charitable Trust

NameTitleCompensation
David MarcusTrustee$0

Financials for Marcus Family Charitable Trust

RevenuesFYE 12/2019
Total grants, contributions, etc.$71,821
Investment income and dividends$172,706
Net rental income$0
Net gain from sale of non-inventory assets
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$312,318

Form 990s for Marcus Family Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2018-122020-02-18990PFView PDF
2017-122019-03-15990PFView PDF
2016-122017-12-27990PFView PDF
2015-122017-03-01990PFView PDF
2014-122016-02-04990PFView PDF
...and 3 more Form 990s
Data update history
May 24, 2020
Posted financials
Added Form 990PF for fiscal year 2018
May 22, 2020
Updated personnel
Identified 1 new personnel
November 20, 2019
Posted financials
Added Form 990PF for fiscal year 2017
December 27, 2017
Posted financials
Added Form 990PF for fiscal year 2016
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationCharities
Issues
Human services
Characteristics
JewishReligiousProvides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
301 N Broadway No 300
Milwaukee, WI 53202
Metro area
Milwaukee-Waukesha, 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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