Civic Intelligence

Marcus Fam Charitable Tr

990PF • Fiscal year 2012 • EIN 39-1891090

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 07, 2013

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

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,534,601

Flat from 2012

Net Assets

$2,534,601

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$259,660

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2012: $2,534,6012012Assets 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

2012

Assets$2,534,601
Liabilities$0
Net Assets$2,534,601
Open 2012 Filing

Operations Trend

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: $269,2322011Expenses 2012: $259,6602012Revenue 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

2012

Revenue-
Expenses$259,660
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 7, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJEWISH COMMUNITY FOUNDATIONGENERAL FUNDPUBLIC CHARITYMILWAUKEE, WI, US$208,932
Filing and Contact Details

Filer

EIN
39-1891090
Raw XML Appendix357 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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DistributionFromCorpusElection/Election0PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT-YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear01634
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10208932
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0223187
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0210566
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0221553
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0208932
IRS990ScheduleB/ContributorInfo/AggregateContributions091588
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/Amount043380
OtherDecreasesSchedule/OtherDecreases/Amount14200
OtherDecreasesSchedule/OtherDecreases/Description0DISTRIBUTIONS FROM MEP
OtherDecreasesSchedule/OtherDecreases/Description1UNREALIZED GAIN/LOSS
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome00
OtherExpensesSchedule/OtherExpenses/Description0ANNUAL ORGANIZATIONAL COSTS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks024
OtherIncomeSchedule2/OtherIncome/Description0OTHER INCOME FROM MEP K-1
OtherIncomeSchedule2/OtherIncome/Description1ORDINARY INCOME FROM MEP
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome096
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome12037
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks096
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks12037
OtherIncreasesSchedule/OtherIncreases/Amount0517
OtherIncreasesSchedule/OtherIncreases/Description0TAX EXEMPT INTEREST FROM MEP K-1
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount046983
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0ASSET MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome046983
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount0452
TaxesSchedule/Taxes/Category0FOREIGN TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome0452
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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/DateSigned02013-11-07
ReturnHeader/Officer/Name0STEPHEN MARCUS
ReturnHeader/Officer/Phone04149051530
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-11-07
ReturnHeader/PreparerFirm/EIN0390859910
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BAKER TILLY VIRCHOW KRAUSE LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10777 E WISCONSIN AVENUE 32ND FLOOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053202
ReturnHeader/Preparer/Name0TROY E MARINE CPA
ReturnHeader/Preparer/Phone04147775500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T12:52:46-06:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,534,601
Liabilities
$0
Net assets
$2,534,601
Revenue
-
Expenses
$259,660
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
2012Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.26
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