Marcus Family Foundation

990PF • Fiscal year 2023 • EIN 81-4649645

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 08, 2024

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 77% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

0.00x

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

-47%

Higher net margin than 36% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

-2.6%

Faster asset growth than 37% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

-75%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets77th percentile

Assets

Down

$4,368,462

Down $116,751 (-2.6%) from 2022

Net Assets

Down

$4,368,462

Down $116,751 (-2.6%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue76th percentile Net Margin36th percentile

Revenue

Down

$248,878

Down $759,244 (-75%) from 2022

Expenses

Down

$365,629

Down $483,665 (-57%) from 2022

Net Income

Down

-$116,751

Down $275,579 (-174%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

Highlighted filing

2023

Assets$4,368,462

Liabilities$0

Net Assets$4,368,462

Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

Highlighted filing

2023

Revenue$248,878

Expenses$365,629

Net Income-$116,751

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Jul 8, 2024
Return Version: 2023v5.1

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ROBERT D MARCUS	Director, President	-	$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: 2024-07-08
Discuss with paid preparer: Yes

Preparer

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

Raw XML Appendix349 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/CategoryTxt	0	AYCO TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	1750
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	1750
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc	0	NONE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	SEE ATTACHED LIST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	925929
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	867450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	130140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	583020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	CHARTER COMMUNICATIONS INC CMN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	88475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	319692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	610199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	266904
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	90471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	7	226236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	8	1578326
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	9	19727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	10	54591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	11	0
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	SPDR EURO STOXX 50 FUND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	11	ADJUSTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	84770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	344131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	663972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	248283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	6	91482
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	7	230492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	8	2836098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	9	32796
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	11	0
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	1750
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	108653
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	337500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	337500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	135246
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	135246
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-116751
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	407208
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt	0	1052
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	4979
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	4979
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt	0	1052
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	199
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	199
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	108653
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	230198
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	13764
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	13764
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	2114
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	9614
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	339449
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	248878
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	287463
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	3966
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	3966
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	7166
IRS990PF/FMVAssetsEOYAmt	0	6098116
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	4368462
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	130140
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	583020
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	3422449
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	3254621
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	4589874
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	152014
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	57772
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	57772
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	4485213
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	4368462
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	6098116
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	4485213
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	4368462
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	4485213
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	4368462
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	5901784
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	99434
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	5802350
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	88527
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	290663
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	5813257
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	5901784
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
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, PRESIDENT
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	C/O AYCO COMPANY PO BOX 15201
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	ALBANY
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	122125201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	122125201
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	3	122125201
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	339449
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	339449
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
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	337500
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	337500
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	287463
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	287463
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	526739
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	44887
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	179267
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	115075
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	82283
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	82283
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	917954
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	51986
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	526739
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	44887
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	179267
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	115075
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	339449
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	51986
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1000237
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	948251
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	199
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	199
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	13764
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	MANGAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	13764
TaxesSchedule/TaxesDetail/Amt	0	2114
TaxesSchedule/TaxesDetail/Amt	1	7500
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	2114
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	2024-07-08
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/IRSResponsiblePrtyInfoCurrInd	0	true
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	2024-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Christine DiIonna
ReturnHeader/ReturnTs	0	2024-07-15T15:38:51-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Marcus
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,368,462
Liabilities: $0
Net assets: $4,368,462
Revenue: $248,878
Expenses: $365,629
Net income: -$116,751

	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
2023Detailed filing. Detailed filing data is available for this year.	$4.37	$0.00	$4.37	$0.25	$0.37	$0.12
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