Civic Intelligence

James & Roslyn Marks Charitable Trust

990PF • Fiscal year 2012 • EIN 36-6890135

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 05, 2013

Organization Profile

255 N Deere Park DriveSuite60035

Siviq Scores

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

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

2012 filings • $1M-$5M nonprofits • Source year 2012

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Faster asset growth than 16% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2010 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets27th percentile

Assets

$1,343,236

No earlier filing loaded for comparison.

Net Assets

$1,343,236

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$240,050

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

Highlighted filing

2012

Assets$1,343,236

Liabilities$0

Net Assets$1,343,236

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$240,050

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: Nov 5, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay68th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
James G Marks	Trustee	-	$0	-	-
Roslyn W Marks	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	Lakeside Congregation	GENERAL PURPOSE	501(C)(3)	Highland Park, IL, US	$202,800
Paid Grant	Anti-Defamation League	GENERAL PURPOSE	501(c)(3)	Chicago, IL, US	$23,000
Paid Grant	Sanibel Music Festival	GENERAL PURPOSE	501(C)(3)	Sanibel, FL, US	$6,500
Paid Grant	Miscellaneous less than 500	GENERAL PURPOSE	501(C)(3)	Various, IL, US	$240

Filing and Contact Details

Filer

EIN: 36-6890135

Raw XML Appendix377 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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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	1	UBS FINANCIAL SERVICES
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	0	55613
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	1	1249543
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	0	FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	1	FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount	0	46039
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode	0	14
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount	0	2
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/ExclusionAmount	0	15
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/ExclusionCode	0	15
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description	0	MARKS FUND OF FUNDS TRUST - ORDINARY
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description	1	MARKS FUND OF FUNDS TRUST - PORTFOLIO
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description	2	PLAINS ALL AMERICAN PIPELINE, LP
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description	3	BUCKEYE PARTNERS, LP
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description	4	MARKS FUND OF FUNDS TRUST - SEC. 1231
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description	5	BUCKEYE PARTNERS, LP - SEC. 1231
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IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount	1	528
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	240050
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	15
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	7510
IRS990PF/BalanceSheets/InvestmentsOtherBOY	0	1494580
IRS990PF/BalanceSheets/InvestmentsOtherEOY	0	1305156
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV	0	1305156
IRS990PF/BalanceSheets/OrgThatFollowSFAS117	0	X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY	0	1772
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY	0	38080
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IRS990PF/BalanceSheets/TotalAssetsEOY	0	1343236
IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	1343236
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	0
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IRS990PF/BalanceSheets/UnrestrictedBOY	0	1496352
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	UBS FINANCIAL SERVICES - SEE ATTACHED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	UBS FINANCIAL SERVICES - SEE ATTACHED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	UBS FINANCIAL SERVICES - SEE ATTACHED
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	4	MARKS FUND OF FUNDS TRUST - LONG-TERM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	5	MARKS FUND OF FUNDS TRUST - SEC. 1256 SHORT-TERM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	6	MARKS FUND OF FUNDS TRUST - SEC. 1256 LONG-TERM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	7	CAPITAL GAIN DIVIDENDS
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	1356255
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	67115
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	67115
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	67115
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	68040
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	925
IRS990PF/DistributableAmount/TotalTax	0	925
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear	0	266
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e	0	X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment	0	0
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment	0	266
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment	0	9
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension	0	1200
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	1200
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	1343236
IRS990PF/MethodOfAccountingCash	0	X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness	0	0
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	1381528
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	20179
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	1361349
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	20723
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	68040
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	1360805
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	1381528
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	1.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	1.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	James G Marks
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	Roslyn W Marks
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	255 N Deere Park Drive
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	255 N Deere Park Drive
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	Highland Park
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	Highland Park
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	IL
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	141534
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.022381
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	2595997
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IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	925
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	259247
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.51664
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	231630
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest	0	0
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	232555
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IRS990PF/QualifyingDistributions/QualifyingDistributions	0	232555
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IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1	0	JAMES MARKS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	8474321841
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	255 N DEERE PARK DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	Highland Park
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	60035
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	IL
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	false
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied	0	false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	23000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	202800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	6500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	240
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	Anti-Defamation League
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	Lakeside Congregation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	Sanibel Music Festival
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	Miscellaneous less than 500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	309 W Washington
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	1221 County Line
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	PO Box 1623
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	Various
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	Chicago
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	Highland Park
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	Sanibel
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	Various
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	60606
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	60035
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	33957
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	60035
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	232540
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	67115
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	67115
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	173447
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	154309
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	87812
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	581008
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	165440
IRS990PF/UndistributedIncome/ExcessFromYear2	0	173447
IRS990PF/UndistributedIncome/ExcessFromYear3	0	154309
IRS990PF/UndistributedIncome/ExcessFromYear4	0	87812
IRS990PF/UndistributedIncome/PriorYear1	0	2010
IRS990PF/UndistributedIncome/PriorYear2	0	2009
IRS990PF/UndistributedIncome/PriorYear3	0	2008
IRS990PF/UndistributedIncome/QualifyingDistributions	0	232555
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	165440
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	581008
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	415568
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
OtherDecreasesSchedule/OtherDecreases/Amount	0	13019
OtherDecreasesSchedule/OtherDecreases/Description	0	UNREALIZED LOSS
OtherExpensesSchedule/OtherExpenses/Description	0	FILING FEES
OtherExpensesSchedule/OtherExpenses/Description	1	MARKS TRUST - PORTFOLIO DEDNS
OtherExpensesSchedule/OtherExpenses/Description	2	BANK FEES
OtherExpensesSchedule/OtherExpenses/Description	3	INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	15
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	5743
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	200
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	2	150
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	15
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	5743
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	2	200
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	3	150
OtherIncomeSchedule2/OtherIncome/Description	0	Marks Fund of Funds Trust - Ordinary
OtherIncomeSchedule2/OtherIncome/Description	1	Marks Fund of Funds Trust - Portfolio
OtherIncomeSchedule2/OtherIncome/Description	2	Plains All American Pipeline, LP
OtherIncomeSchedule2/OtherIncome/Description	3	Buckeye Partners, Lp
OtherIncomeSchedule2/OtherIncome/Description	4	Marks Fund of Funds Trust - Sec. 1231
OtherIncomeSchedule2/OtherIncome/Description	5	Buckeye Partners, LP - Sec. 1231
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	0	-177
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	1	528
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	-177
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	1	528
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	2	-47
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	3	-16
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	4	-3
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	5	-15
TaxesSchedule/Taxes/Amount	0	1268
TaxesSchedule/Taxes/Amount	1	48
TaxesSchedule/Taxes/Amount	2	5
TaxesSchedule/Taxes/Category	0	MARKS FUND OF FUNDS TRUST
TaxesSchedule/Taxes/Category	1	UBS FINANCIAL SERVICES
TaxesSchedule/Taxes/Category	2	PLAINS ALL AMERICAN PIPELINE
TaxesSchedule/Taxes/NetInvestmentIncome	0	1268
TaxesSchedule/Taxes/NetInvestmentIncome	1	48
TaxesSchedule/Taxes/NetInvestmentIncome	2	5
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	366890135
ReturnHeader/Filer/InCareOfName	0	% JAMES MARKS
ReturnHeader/Filer/Name/BusinessNameLine1	0	James & Roslyn Marks Charitable Trust
ReturnHeader/Filer/NameControl	0	JAME
ReturnHeader/Filer/Phone	0	8474321841
ReturnHeader/Filer/USAddress/AddressLine1	0	255 N Deere Park Drive
ReturnHeader/Filer/USAddress/AddressLine2	0	Suite
ReturnHeader/Filer/USAddress/City	0	Highland Park
ReturnHeader/Filer/USAddress/State	0	IL
ReturnHeader/Filer/USAddress/ZIPCode	0	60035
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-11-05
ReturnHeader/Officer/Name	0	James Marks
ReturnHeader/Officer/Phone	0	8474321841
ReturnHeader/Officer/Title	0	Officer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Mowery & Schoenfeld LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	475 Half Day Road Suite 250
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Lincolnshire
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	60069
ReturnHeader/Preparer/Name	0	Michael A Deering
ReturnHeader/Preparer/Phone	0	8472478959
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-01-01
ReturnHeader/TaxPeriodEndDate	0	2012-12-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-11-12T11:57:24-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Assets: $1,343,236
Liabilities: $0
Net assets: $1,343,236
Revenue: -
Expenses: $240,050
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2014Detailed filing. Detailed filing data is available for this year.	$1.60	$0.00	$1.60	$0.06	$0.01	$0.05
2013Detailed filing. Detailed filing data is available for this year.	$1.48	$0.00	$1.48	$0.06	$0.05	$0.01
2012Detailed filing. Detailed filing data is available for this year.	$1.34	$0.00	$1.34		$0.24

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