Public nonprofit record
MARCUS FAMILY CHARITABLE TRUST
EIN 39-1891090 · Philanthropy, Voluntarism & Grantmaking Foundations (T20Z)
What they do
MARCUS FAMILY CHARITABLE TRUST .
Money
Tax year 2024Financial picture
Revenue$257,059
Expenses$349,930
Assets$7,695,730
Income$583,666
Grants given$2,966,450
Average grant$174,497
Stocks and bonds$3,546,075
Investing fees$22,708
About this charity
- Recognized since
- January 1997
- Location
- 301 N BROADWAY 300, MILWAUKEE, WI 532024125
- County
- Milwaukee
- In care of
- DAVID MARCUS
- Primary officer
- DAVID MARCUS, CO-TRUSTEE
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- January 1, 2024
- Return type
- 990PF
- Tax preparer
- BAKER TILLY ADVISORY GROUP LP
- NTEE classification
- Philanthropy, Voluntarism & Grantmaking Foundations (T20Z)
- IRS tax category
- Grantmaking Foundations
- Grant-giving organization
- Yes
More public IRS record details
These are classification codes from the organization’s public nonprofit record.
- Subsection
- 03
- Affiliation
- 3
- Classification
- 1000
- Deductibility
- 1
- Foundation
- 04
- Activity
- 602000000
- Organization
- 2
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