Civic Intelligence

David and Leslie Marcus Foundation

990PF • Fiscal year 2023 • EIN 75-2283302

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

201 Main Street Suite 305Carbondale, CO 81623

(970) 556-5821

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$315,767

Down $7,323 (-2.3%) from 2022

Net Assets

Down

$315,767

Down $7,323 (-2.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Down

$20,083

Down $8,062 (-29%) from 2022

Expenses

Up

$56,389

Up $31,606 (+128%) from 2022

Net Income

Down

-$36,306

Down $39,668 (-1180%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $264,061Liabilities 2011: $02011Assets 2012: $286,888Liabilities 2012: $0Net Assets 2012: $286,8882012Assets 2013: $314,183Liabilities 2013: $0Net Assets 2013: $314,1832013Assets 2014: $323,570Liabilities 2014: $0Net Assets 2014: $323,5702014Assets 2015: $294,198Liabilities 2015: $0Net Assets 2015: $294,1982015Assets 2019: $328,464Liabilities 2019: $0Net Assets 2019: $328,4642019Assets 2020: $383,003Liabilities 2020: $0Net Assets 2020: $383,0032020Assets 2021: $412,296Liabilities 2021: $0Net Assets 2021: $412,2962021Assets 2022: $323,090Liabilities 2022: $0Net Assets 2022: $323,0902022Assets 2023: $315,767Liabilities 2023: $0Net Assets 2023: $315,7672023Assets 2024: $324,759Liabilities 2024: $0Net Assets 2024: $324,7592024

Highlighted filing

2023

Assets$315,767
Liabilities$0
Net Assets$315,767

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $4,255Expenses 2011: $2,844Net Income 2011: $1,4112011Expenses 2012: $15,8902012Revenue 2013: $4,480Expenses 2013: $12,650Net Income 2013: -$8,1702013Revenue 2014: $39,356Expenses 2014: $13,050Net Income 2014: $26,3062014Revenue 2015: $9,461Expenses 2015: $17,834Net Income 2015: -$8,3732015Revenue 2019: $70,676Expenses 2019: $73,473Net Income 2019: -$2,7972019Revenue 2020: $34,252Expenses 2020: $23,332Net Income 2020: $10,9202020Revenue 2021: $15,459Expenses 2021: $25,571Net Income 2021: -$10,1122021Revenue 2022: $28,145Expenses 2022: $24,783Net Income 2022: $3,3622022Revenue 2023: $20,083Expenses 2023: $56,389Net Income 2023: -$36,3062023Revenue 2024: $8,429Expenses 2024: $35,259Net Income 2024: -$26,8302024

Highlighted filing

2023

Revenue$20,083
Expenses$56,389
Net Income-$36,306
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY A MARCUSDirector-$0--
NANCY C MARCUSDirector-$0--
BENJAMIN SCOT SIMMONSSecretary/Tr-$0--
DAVID MITCHELL MARCUSPresident-$0--
Filing and Contact Details

Filer

Filer Name
David Mitchell Marcus Foundation
EIN
75-2283302
Phone
9705565821
Address
201 MAIN STREET SUITE 305, CARBONDALE, CO 81623

Signing Officer

Name
David Mitchell Marcus
Title
President
Phone
9705565821
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Simmons Family Office LLC
Address
201 MAIN ST STE 305, CARBONDALE, CO 81623
Preparer
Bscot Simmons
Phone
9705565821
Raw XML Appendix343 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6DALLAS INSTITUE OF HUMANITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7TEMPLE EMANU-EL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8SOL THEATER COMPANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9GLOBAL LEADERSHIP ADVENTURES INT'L
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10SCHWAB CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011600 WELCH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110600 PRESTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21762 CLIFTON ROAD NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3BOX 90581
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4P O BOX 181313
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53500 LOVERS LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62719 ROUTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt78500 HILLCREST ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8520 S 3RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt910509 SAN DIEGO MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10211 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 1400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1SUITE A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8CARBONDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd775225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd881623
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd992108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1094105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt054550
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/AppliedToCurrentYearAmt016255
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt052871
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0106486
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt038295
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05426
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03864
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06030
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt052871
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt038295
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0106486
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt068191
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01692
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01692
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER SEC 1411 INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01
OtherIncreasesSchedule/OtherIncreasesDetail/Amt028983
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
TaxesSchedule/TaxesDetail/Amt0147
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0147
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MITCHELL MARCUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09705565821
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID MITCHELL MARCUS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0752283302
ReturnHeader/Filer/PhoneNum09705565821
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 MAIN STREET SUITE 305
ReturnHeader/Filer/USAddress/CityNm0CARBONDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081623
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823901029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMMONS FAMILY OFFICE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 MAIN ST STE 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARBONDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081623
ReturnHeader/PreparerPersonGrp/PhoneNum09705565821
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BSCOT SIMMONS
ReturnHeader/ReturnTs02024-11-14T11:28:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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