Marcus Family Foundation

990PF • Fiscal year 2022 • EIN 81-4649645

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Organization Profile

C/O Ayco Company PO Box 15201Albany, NY 12212-5201

(518) 640-5000

Siviq Scores

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

0.00x

Higher debt load relative to assets than 76% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

0.00x

Higher debt load relative to revenue than 71% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

16%

Higher net margin than 59% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

Higher top officer pay than 80% of similar nonprofits.

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

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

-4.7%

Faster asset growth than 39% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2021 to 2022

424%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets76th percentile

Assets

Down

$4,485,213

Down $219,618 (-4.7%) from 2021

Net Assets

Down

$4,485,213

Down $219,618 (-4.7%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue71st percentile Net Margin59th percentile

Revenue

$1,008,122

Up $815,612 (+424%) from 2021

Expenses

$849,294

Up $430,980 (+103%) from 2021

Net Income

$158,828

Up $384,632 (+170%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

Highlighted filing

2022

Assets$4,485,213

Liabilities$0

Net Assets$4,485,213

Open 2022 Filing

Operations Trend

Revenue Growth93rd percentile

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

Highlighted filing

2022

Revenue$1,008,122

Expenses$849,294

Net Income$158,828

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: May 15, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay80th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ROBERT D MARCUS	Director	-	$0	-	-
WENDY G MARCUS	Director	-	$0	-	-
Gabrielle N Marcus	Director	-	$0	-	-
Samantha P Marcus	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Marcus Family Foundation
EIN: 81-4649645
In Care Of: % THE AYCO COMPANY LP - NTG
Phone: 5186405000
Address: C/O AYCO COMPANY PO BOX 15201, ALBANY, NY 12212-5201

Signing Officer

Name: Robert Marcus
Title: Director
Phone: 5186405000
Signed: 2023-05-15
Discuss with paid preparer: Yes

Preparer

Firm: Ernst & Young US Llp
Address: One Manhattan West, NEW YORK, NY 10001
Preparer: Christine W DiIonna
Phone: 2127733000

Raw XML Appendix382 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	1750
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc	0	NONE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	SEE ATTACHED LIST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	910750
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	830636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	0
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	GS 5656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	GS 5631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	GS 5649
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	130140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	88475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	310735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	51854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	586104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	252046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	82949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	7	212715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	8	1655951
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	9	50034
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	10	1446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	CHARTER COMMUNICATIONS INC CMN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	VANGUARD SHORT TERM INFLATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	HARTFORD INTERNATIONAL VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	LAZARD INTERNATIONAL STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	STATE STREET HEDGED INTN'L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	EATON VANCE INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	NUVEEN FLOATING RATE INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	7	CHAMPLAIN SMALL COMPANY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	8	ISHARES S&P 500 INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	9	SPDR S&P 500 ETF TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	10	ADJUSTMENT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	554549
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	7	201697
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt	0	1517
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	ROBERT D MARCUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	WENDY G MARCUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Gabrielle N Marcus
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	Samantha P Marcus
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	C/O AYCO COMPANY PO BOX 15201
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	C/O AYCO COMPANY PO BOX 15201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	ALBANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	ALBANY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	ALBANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	3	NY
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IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	100 COLISEUM DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	COHOES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	12047
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	THE AYCO COMPANY LP - NTG
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5186405000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	ROBERT D MARCUS - DIRECTOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	816670
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	FOR GENERAL CHARITABLE PURPOSES ONLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	See attached list
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	C/O AYCO COMPANY PO BOX 15201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	albany
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	122125201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	816670
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	291930
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	291930
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	44887
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	179267
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	115075
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	82283
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	173869
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	173869
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	948251
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	526739
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	44887
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	179267
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	115075
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	82283
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	818669
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	526739
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1122120
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	595381
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	ROBERT D MARCUS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	C/O AYCO CO LP NTG PO BOX 15201
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	ALBANY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	122125201
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	497003
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	497003
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	1350 SHARES OF CHARTER COMMUNICATIONS INC. CLASS A
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2022-10-28
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	199
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	199
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	378446
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	0
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	APPRECIATION OVER DONOR'S COST BASIS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	FOR STOCK DONATED INTO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	50
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	19437
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	MANGAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	19437
TaxesSchedule/TaxesDetail/Amt	0	2421
TaxesSchedule/TaxesDetail/Amt	1	5500
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	2421
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Robert Marcus
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Marcus Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	MARC
ReturnHeader/Filer/EIN	0	814649645
ReturnHeader/Filer/InCareOfNm	0	% THE AYCO COMPANY LP - NTG
ReturnHeader/Filer/PhoneNum	0	5186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O AYCO COMPANY PO BOX 15201
ReturnHeader/Filer/USAddress/CityNm	0	ALBANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	122125201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	One Manhattan West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	10001
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2127733000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Christine W DiIonna
ReturnHeader/ReturnTs	0	2023-05-03T03:47:44-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Marcus
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,485,213
Liabilities: $0
Net assets: $4,485,213
Revenue: $1,008,122
Expenses: $849,294
Net income: $158,828

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.68	$0.00	$4.68	$0.76	$0.44	$0.31
2022Detailed filing. Detailed filing data is available for this year.	$4.49	$0.00	$4.49	$1.01	$0.85	$0.16
2021Detailed filing. Detailed filing data is available for this year.	$4.70	$0.00	$4.70	$0.19	$0.42	$0.23
2020Detailed filing. Detailed filing data is available for this year.	$4.93	$0.00	$4.93	$0.93	$0.47	$0.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.32	$0.00	$5.32	$0.47	$0.42	$0.05