Civic Intelligence

Robert G & Natalie S Marcus Charitable Trust

EIN 04-6042909

3500 Quakerbridge Road Suite 104Suite08619
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2014

Net Margin

99th percentile

189%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $67,178 (-100%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Down

$0

Down $67,178 (-100%) from 2013

Operations
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$35,616

Down $35,657 (-86968%) from 2013

Expenses

Up

$31,562

Up $31,502 (+52503%) from 2013

Net Income

Down

-$67,178

Down $67,159 (-353468%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $67,197Liabilities 2011: $0Net Assets 2011: $67,1972011Assets 2012: $67,197Liabilities 2012: $0Net Assets 2012: $67,1972012Assets 2013: $67,178Liabilities 2013: $0Net Assets 2013: $67,1782013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$50K$0-$50K-$100KExpenses 2011: $7,0752011Expenses 2012: $02012Revenue 2013: $41Expenses 2013: $60Net Income 2013: -$192013Revenue 2014: -$35,616Expenses 2014: $31,562Net Income 2014: -$67,1782014

Highlighted filing

2014

Revenue-$35,616
Expenses$31,562
Net Income-$67,178
Open 2014 Filing

Filings

Most recent year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$35,616
Expenses
$31,562
Net income
-$67,178
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$35.6$31.6$67.2
2013Detailed filing. Detailed filing data is available for this year.$67.2$0.00$67.2$0.04$0.06$0.02
2012Detailed filing. Detailed filing data is available for this year.$67.2$0.00$67.2$0.00
2011Detailed filing. Detailed filing data is available for this year.$67.2$0.00$67.2$7.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Jul 31, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD MARCUSTrustee - Executor-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHebrew Seniorlife IncCharitable grant to qualified public charityPCBoston, MA, US$15,716
Paid GrantGreenwood House Home for the Jewish Aged IncCharitable grant to qualified public charityPCEwing, NJ, US$15,716
Filing and Contact Details

Filer

EIN
04-6042909
In Care Of
% RICHARD G MARCUS (EXECUTOR)
Phone
6095843000

Signing Officer

Name
Richard G Marcus Executor
Title
Trustee
Phone
7812376655
Signed
2014-07-31
Discuss with paid preparer
Yes

Preparer

Preparer
Andrew J Wilson
Phone
6177237900
Raw XML Appendix283 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN BILTRITE INC, 20 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN BILTRITE INC, 10 SHS
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0817
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IRS990PF/FinalReturnInd0X
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08960
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0249
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10Hebrew Seniorlife Inc
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt044626
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030615
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05199
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08812
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031432
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030615
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt057042
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026427
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0PURSUANT TO GENERAL INSTRUCTION T, THE ROBERT G. & NATALIE S. MARCUS CHARITABLE TRUST ("TRUST") STATES THE FOLLOWING: LIQUIDATION EXPLANATION ----------------------- THE TRUST HAS CEASED OPERATIONS AND DISTRIBUTED ALL OF ITS ASSETS TO QUALIFIED PUBLIC CHARITIES. COPY OF LIQUIDATION PLAN & ALL AMENDMENTS NOT PREVIOUSLY FILED -------------------------------------------------------------- NOT APPLICABLE TO THIS TRUST. SCHEDULE THAT LISTS THE NAMES & ADDRESSES OF ALL RECIPIENTS OF ASSETS --------------------------------------------------------------------- PLEASE REFER TO ATTACHMENT 7 FOR A LIST OF THE QUALIFIED PUBLIC CHARITIES TO WHICH THE TRUST DISTRIBUTED ITS ASSETS AS WELL AS THE CORRESPONDING AMOUNTS DISTRIBUTED THERETO. EXPLANATION OF THE NATURE & FMV OF THE ASSETS DISTRIBUTED ----------------------------------------------------------- THE FINAL DISTRIBUTIONS WERE ALL CASH DISTRIBUTIONS.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NJ FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMMISSIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX REFUND
TaxesSchedule/TaxesDetail/CategoryTxt0NJ FILING FEE
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard G Marcus Executor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07812376655
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10Robert G & Natalie S Marcus
ReturnHeader/Filer/BusinessName/BusinessNameLine20Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0046042909
ReturnHeader/Filer/InCareOfNm0% RICHARD G MARCUS (EXECUTOR)
ReturnHeader/Filer/PhoneNum06095843000
ReturnHeader/Filer/USAddress/AddressLine103500 QUAKERBRIDGE ROAD SUITE 104
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0MERCERVILLE
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode008619
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GRANT THORNTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1075 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002109
ReturnHeader/PreparerPersonGrp/PhoneNum06177237900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew J Wilson
ReturnHeader/ReturnTs02014-08-05T07:52:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

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