Civic Intelligence

The James S Marcus Foundation

990PF • Fiscal year 2021 • EIN 23-7044611

Jun 01, 2020 to May 31, 2021 • Filed on Aug 13, 2021

Organization Profile
720 Park AvenueNew York, NY 10021

(212) 773-3000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

15th percentile

-15%

Higher net margin than 15% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

18th percentile

-2.9%

Faster asset growth than 18% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

185%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,293,551

Down $99,695 (-2.9%) from 2020

Net Assets

Down

$3,293,551

Down $99,695 (-2.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin15th percentile

Revenue

Up

$661,912

Up $429,891 (+185%) from 2020

Expenses

Up

$761,607

Up $193,766 (+34%) from 2020

Net Income

Up

-$99,695

Up $236,125 (+70%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,393,246Liabilities 2020: $0Net Assets 2020: $3,393,2462020Assets 2021: $3,293,551Liabilities 2021: $0Net Assets 2021: $3,293,5512021Assets 2022: $2,757,291Liabilities 2022: $0Net Assets 2022: $2,757,2912022Assets 2025: $2,739,218Liabilities 2025: $0Net Assets 2025: $2,739,2182025

Highlighted filing

2021

Assets$3,293,551
Liabilities$0
Net Assets$3,293,551
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2020: $232,021Expenses 2020: $567,841Net Income 2020: -$335,8202020Revenue 2021: $661,912Expenses 2021: $761,607Net Income 2021: -$99,6952021Revenue 2022: $66,303Expenses 2022: $602,563Net Income 2022: -$536,2602022Revenue 2025: $194,165Expenses 2025: $331,634Net Income 2025: -$137,4692025

Highlighted filing

2021

Revenue$661,912
Expenses$761,607
Net Income-$99,695
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Aug 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN F MARCUSTrustee/Part-Time-$0--
JAY E RIVLINTrustee/Part-Time-$0--
ROBERT GERTH SIMONTrustee/Part-Time-$0--
AHRIN MISHANTrustee/Part-Time-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE SCHEDULE ATTACHEDGENERAL PURPOSEPCSEE SCHEDULE ATTACHED, NY, US$722,175
Filing and Contact Details

Filer

Filer Name
The James S Marcus Foundation
EIN
23-7044611
In Care Of
% JAMES S MARCUS FOUNDATION
Phone
2127733000
Address
720 PARK AVENUE, NEW YORK, NY 10021

Signing Officer

Name
Ellen Marcus
Title
Trustee
Phone
2127733000
Signed
2021-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001
Preparer
Michael Penberg
Phone
2127733000
Raw XML Appendix314 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt010600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ERNST & YOUNG LLP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05300
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05300
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0N/A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01631611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1589057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02956242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11708828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE LONG POSITION I ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SEE LONG POSITION II ATTACHED
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt074716
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0586727
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0469
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0661912
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0661912
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0586727
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0722175
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0722175
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt074716
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt074716
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-99695
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0994572
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0469
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0469
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0586727
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0630331
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt026281
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt026531
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02301
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0727725
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt031581
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0761607
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0661912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0661912
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05550
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt031581
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt039432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0407845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0586727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0586727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0994572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF MARKETABLE SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0586727
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-99695
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03293551
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03393246
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03293551
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0255765
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0255765
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0255765
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0264527
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08762
IRS990PF/DistributableAmountGrp/TotalTaxAmt08762
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08762
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08762
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08762
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06762
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt05737953
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03393246
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03293551
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0178273
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0175922
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0175922
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02492335
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02220668
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04665070
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0622638
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0796961
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0796961
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03393246
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03293551
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05737953
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03393246
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03293551
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03393246
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03293551
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05371112
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0806068
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04565044
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt080567
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0264527
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05290545
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05371112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELLEN F MARCUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAY E RIVLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT GERTH SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3AHRIN MISHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE/PART-TIME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE/PART-TIME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE/PART-TIME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE/PART-TIME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0720 PARK AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1MCDERMOTT WILL EMERY LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2720 PARK AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3720 PARK AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0340 MADISON AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110173
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd310021
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0727725
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0727725
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0727725
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0720 PARK AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010021
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JAMES S MARCUS FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127733000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0REVENUE CODE SECTION 501(C)(3). N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0722175
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0722175
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0255765
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0255765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0304485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0283915
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0158267
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt054052
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt079216
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt079216
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01272679
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0471960
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0304485
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0283915
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0158267
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt054052
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0727725
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0471960
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01351895
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0879935
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NEW YORK STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEE - GS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt026231
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt126231
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt250
OtherIncomeSchedule2/OtherIncomeDetail/Desc0US TREASURY REFUND (990-PF)
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt0100000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0LOAN TO GUILD HALL OF EAST HAMPTON INC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt0NONE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt0100000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02016-09
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt0NON INTEREST BEARING LOAN DUE ON DATE OF DEATH OF
TaxesSchedule/TaxesDetail/Amt0301
TaxesSchedule/TaxesDetail/Amt12000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAID:
TaxesSchedule/TaxesDetail/CategoryTxt1-BAL DUE W/ EXT FYE 5/31/2020
TaxesSchedule/TaxesDetail/CategoryTxt2-1ST QTR EST FYE 5/31/2021
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN MARCUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127733000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JAMES S MARCUS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0237044611
ReturnHeader/Filer/InCareOfNm0% JAMES S MARCUS FOUNDATION
ReturnHeader/Filer/PhoneNum02127733000
ReturnHeader/Filer/USAddress/AddressLine1Txt0720 PARK AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010021
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PENBERG
ReturnHeader/ReturnTs02021-09-04T19:40:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELLEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARCUS
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,293,551
Liabilities
$0
Net assets
$3,293,551
Revenue
$661,912
Expenses
$761,607
Net income
-$99,695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.19$0.33$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$0.07$0.60$0.54
2021Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.66$0.76$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.00$3.39$0.23$0.57$0.34
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $1M-$5M nonprofits