Civic Intelligence

Marcus Fam Charitable Tr

990PF • Fiscal year 2010 • EIN 39-1891090

Jan 01, 2010 to Dec 31, 2010 • Filed on Nov 15, 2011

Organization Profile
100 E Wisconsin Avenue No 190053202-4125
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets21st percentile

Assets

$2,350,186

No earlier filing loaded for comparison.

Net Assets

$2,350,186

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$236,115

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,350,186Liabilities 2010: $0Net Assets 2010: $2,350,1862010Assets 2011: $2,301,068Liabilities 2011: $0Net Assets 2011: $2,301,0682011Assets 2012: $2,534,601Liabilities 2012: $12012Assets 2013: $2,080,544Liabilities 2013: $1Net Assets 2013: $2,080,5442013Assets 2014: $2,048,146Liabilities 2014: $1Net Assets 2014: $2,048,1462014Assets 2015: $2,136,667Liabilities 2015: $1Net Assets 2015: $2,136,6672015Assets 2016: $1,966,847Liabilities 2016: $0Net Assets 2016: $1,966,8472016Assets 2017: $2,023,174Liabilities 2017: $0Net Assets 2017: $2,023,1742017Assets 2018: $5,072,588Liabilities 2018: $0Net Assets 2018: $5,072,5882018Assets 2019: $5,054,703Liabilities 2019: $1Net Assets 2019: $5,054,7032019Assets 2020: $4,831,821Liabilities 2020: $1Net Assets 2020: $4,831,8212020Assets 2021: $4,727,273Liabilities 2021: $1Net Assets 2021: $4,727,2732021Assets 2022: $4,411,136Liabilities 2022: $1Net Assets 2022: $4,411,1362022Assets 2023: $4,258,841Liabilities 2023: $1Net Assets 2023: $4,258,8412023Assets 2024: $4,165,696Liabilities 2024: $0Net Assets 2024: $4,165,6962024

Highlighted filing

2010

Assets$2,350,186
Liabilities$0
Net Assets$2,350,186
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $236,1152010Expenses 2011: $269,2322011Revenue 2012: $540,256Expenses 2012: $259,660Net Income 2012: $280,5962012Revenue 2013: $241,975Expenses 2013: $597,311Net Income 2013: -$355,3362013Revenue 2014: $220,440Expenses 2014: $273,759Net Income 2014: -$53,3192014Revenue 2015: $301,518Expenses 2015: $328,801Net Income 2015: -$27,2832015Revenue 2016: $205,859Expenses 2016: $375,864Net Income 2016: -$170,0052016Revenue 2017: $232,119Expenses 2017: $424,612Net Income 2017: -$192,4932017Revenue 2018: $3,385,397Expenses 2018: $698,491Net Income 2018: $2,686,9062018Revenue 2019: $312,318Expenses 2019: $329,642Net Income 2019: -$17,3242019Revenue 2020: $156,488Expenses 2020: $379,370Net Income 2020: -$222,8822020Revenue 2021: $275,923Expenses 2021: $380,471Net Income 2021: -$104,5482021Revenue 2022: $131,355Expenses 2022: $375,695Net Income 2022: -$244,3402022Revenue 2023: $146,195Expenses 2023: $298,490Net Income 2023: -$152,2952023Revenue 2024: $257,059Expenses 2024: $349,930Net Income 2024: -$92,8712024

Highlighted filing

2010

Revenue-
Expenses$236,115
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Nov 15, 2011
Return Version
2010v3.4
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN MARCUSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJEWISH COMMUNITY FOUNDATIONGENERAL FUNDPUBLIC CHARITYMILWAUKEE, WI, US$143,666
Paid GrantSTAND UP TO CANCERGENERAL FUNDPUBLIC CHARITYLOS ANGELES, CA, US$26,000
Paid GrantHILLEL FOUNDATION OF WIGENERAL FUNDPUBLIC CHARITYMADISON, WI, US$20,000
Paid GrantCONGREGATION EMANU-EL B'NE JESHURUN2005-2006 ANNUAL APPEALRELIGIOUS ORGANIZATIMILWAUKEE, WI, US$10,000
Paid GrantCONTEMPORARY ART SOCIETYGENERAL FUNDPUBLIC CHARITYMILWAUKEE, WI, US$600
Paid GrantTHE JEWISH FEDERATIONGENERAL FUNDPUBLIC CHARITYMILWAUKEE, WI, US$250
Paid GrantCONGREGATION EMANU-EL B'NE JESHURUNKENNETH COOPER MEMORIALRELIGIOUS ORGANIZATIMILWAUKEE, WI, US$200
Filing and Contact Details

Filer

EIN
39-1891090
Raw XML AppendixShowing 400 of 402 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/InvestmentsCorpStock/EOYBookValue0879600
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue196944
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0SECURITIES/MEP
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-70469
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0MARCUS EQUITY PARTNERS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1MARCUS EQUITY PARTNERS
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01452
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear05924
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment07376
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets04573718
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0154446
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities03013641
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable068606
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets01405631
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0225256
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets04505112
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets04573718
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0STEPHEN MARCUS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10100 E WISCONSIN AVE 1900
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MILWAUKEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0218629
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.048529
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.068591
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0BAKER TILLY VIRCHOW KRAUSE LLP
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc00
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NO SPECIAL REQUIREMENTS; BROCHURES PREFERRED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0STEPHEN MARCUS
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode053202
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0STEPHEN MARCUS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12005-2006 ANNUAL APPEAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2KENNETH COOPER MEMORIAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10JEWISH COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CONGREGATION EMANU-EL B'NE JESHURUN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CONGREGATION EMANU-EL B'NE JESHURUN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13CONTEMPORARY ART SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14HILLEL FOUNDATION OF WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15STAND UP TO CANCER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16THE JEWISH FEDERATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1RELIGIOUS ORGANIZATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2RELIGIOUS ORGANIZATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101360 N PROSPECT AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112020 WEST BROWN DEER ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine122020 WEST BROWN DEER ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13700 N ART MUSEUM DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14611 LANGDON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine151201 WEST 5TH STREET SUITE T-700
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine161360 N PROSPECT AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0532023094
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode153217
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode253217
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode353202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode453703
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode590017
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode653202
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0200716
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear02368
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10199516
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0223804
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear102674
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus02674
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY02674
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0201884
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02674
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0218762
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0199516
IRS990ScheduleB/ContributorInfo/AggregateContributions093552
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10100 E WISCONSIN AVENUE SUITE 1900
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0MILWAUKEE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0WI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode053202
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0JOAN MARCUS 1997 CHARITABLE LEAD UN
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount0166300
OtherDecreasesSchedule/OtherDecreases/Description0DISTRIBUTIONS FROM MEP K-1
OtherIncomeSchedule2/OtherIncome/Description0OTHER INCOME FROM MEP K-1
OtherIncomeSchedule2/OtherIncome/Description1UNRECAPTURED SEC1250 GAIN FROM MEP K-1
OtherIncomeSchedule2/OtherIncome/Description2ORDINARY INCOME FROM MEP
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0506
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome124
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome2681
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0506
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks124
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks2681
OtherIncreasesSchedule/OtherIncreases/Amount0925
OtherIncreasesSchedule/OtherIncreases/Amount1135
OtherIncreasesSchedule/OtherIncreases/Amount2202928
OtherIncreasesSchedule/OtherIncreases/Description0TAX EXEMPT INTEREST FROM MEP K-1
OtherIncreasesSchedule/OtherIncreases/Description1OTHER TAX EXEMPT INCOME FROM MEP K-1
OtherIncreasesSchedule/OtherIncreases/Description2ADJUSTMENT TO UNREALIZED GAIN/LOSSES
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount027500
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0ASSET MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome027500
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/AdjustedNetIncome10
TaxesSchedule/Taxes/Amount05000
TaxesSchedule/Taxes/Amount1563
TaxesSchedule/Taxes/Category0FEDERAL ESTIMATED
TaxesSchedule/Taxes/Category1FOREIGN TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome1563
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0391891090
ReturnHeader/Filer/Name/BusinessNameLine10MARCUS FAMILY CHARITABLE TRUST
ReturnHeader/Filer/NameControl0MARC
ReturnHeader/Filer/Phone04149051530
ReturnHeader/Filer/USAddress/AddressLine10100 E WISCONSIN AVENUE NO 1900
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0532024125
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-11-15
ReturnHeader/Officer/Name0STEPHEN MARCUS
ReturnHeader/Officer/Phone04149051530
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02011-11-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BAKER TILLY VIRCHOW KRAUSE LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10115 SOUTH 84TH STREET SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053214
ReturnHeader/Preparer/Name0TROY E MARINE CPA
ReturnHeader/Preparer/Phone04147775500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31

Document Assets

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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,350,186
Liabilities
$0
Net assets
$2,350,186
Revenue
-
Expenses
$236,115
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.26$0.35$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.15$0.30$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.13$0.38$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.28$0.38$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.16$0.38$0.22
2019Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.31$0.33$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$3.39$0.70$2.69
2017Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.23$0.42$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.21$0.38$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.30$0.33$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.22$0.27$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.24$0.60$0.36
2012Summary only. Only limited summary data is available for this year.$2.53$0.00$0.54$0.26$0.28
2011Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.27
2010Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.24