Civic Intelligence

The Adele Marcus Foundation Inc

990PF • Fiscal year 2012 • EIN 84-1426290

Nov 01, 2011 to Oct 31, 2012 • Filed on Mar 20, 2013

C/O Loewenwarter-200 Old Country Rd11501
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$109,983

Flat from 2012

Net Assets

$109,983

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

$4,550

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.

$150K$100K$50K$0Assets 2011: $114,495Liabilities 2011: $0Net Assets 2011: $114,4952011Assets 2012: $109,983Liabilities 2012: $0Net Assets 2012: $109,9832012Assets 2012: $109,983Liabilities 2012: $12012Assets 2013: $124,766Liabilities 2013: $1Net Assets 2013: $124,7662013Assets 2014: $124,887Liabilities 2014: $1Net Assets 2014: $124,8872014

Highlighted filing

2012

Assets$109,983
Liabilities$0
Net Assets$109,983

Operations Trend

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

$20K$10K$0-$10KExpenses 2011: $5,0502011Expenses 2012: $4,5502012Revenue 2012: $38Expenses 2012: $4,550Net Income 2012: -$4,5122012Revenue 2013: $5,887Expenses 2013: $7,750Net Income 2013: -$1,8632013Revenue 2014: $17,048Expenses 2014: $16,927Net Income 2014: $1212014

Highlighted filing

2012

Revenue-
Expenses$4,550
Net Income-
Jump To
Filing Snapshot
Filing Period
Nov 1, 2011 to Oct 31, 2012
Signed
Mar 20, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY RUBINTreasurer-$0--
NORMAN KREIGERPresident-$0--
ELIZABETH ROSSVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-MUSIC EDUCATION501C(3)LOS ANGELES, CA, US$3,000
Filing and Contact Details

Filer

EIN
84-1426290
Raw XML Appendix215 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/AccountingFees/Amount01500
AccountingFeesSchedule/AccountingFees/Category0Ernest D Loewenwarter
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01500
GeneralExplanationAttachment/GeneralExplanation/Explanation0THE ADELE MARCUS FOUNDATION, INC 84-1426290 11/01/2011 - 10/31/2012FORM 990-PF, PAGE 2 - BALANCE SHEET, ASSETS, LINE 13 COL (A) COL (B) COL (C) BEGINNING OF YEAR END OF YEAR END OF YEAR BOOK VALUE BOOK VALUE FAIR MARKET VALUEAIM - BASIC BALANCED FUND 121,102 -0- -0- - 10,218.194 SHARESINVESCO VAN KAMPEN EQUITY INCOME FUND - 12,667.059 SHARES -0- 109,593 102,604
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0GARY RUBIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1NORMAN KREIGER
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10MISSOURI HEIGHTS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11C/O UCLA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine124 BANCROFT ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BASALT
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MA
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IRS990PF/PrivateOperatingFoundations/DateOfRuling01998-06-04
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IRS990PF/QualifyingDistributions/ExpensesAndContributions03000
IRS990PF/QualifyingDistributions/QualifyingDistributions03000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10ELIZABETH ROSS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09709480223
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine104 BANCROFT ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WELLESLEY HILLS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0024815216
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
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IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
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IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
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IRS990PF/SummaryOfDirectCharitableActy/Description10MUSIC EDUCATION
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0MUSIC EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501C(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0THORNTON SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10UNIVERSITY OF SOUTHERN CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LOS ANGELES
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode090089
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
OtherExpensesSchedule/OtherExpenses/Description0Contributions
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0841426290
ReturnHeader/Filer/Name/BusinessNameLine10THE ADELE MARCUS FOUNDATION INC
ReturnHeader/Filer/NameControl0ADEL
ReturnHeader/Filer/Phone05167399777
ReturnHeader/Filer/USAddress/AddressLine10C/O LOEWENWARTER-200 OLD COUNTRY RD
ReturnHeader/Filer/USAddress/City0MINEOLA
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011501
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-03-20
ReturnHeader/Officer/Name0ELIZABETH ROSS
ReturnHeader/Officer/Title0Vice President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Loewenwarter & Co LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10200 Old Country Road Suite 274
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Mineola
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode011501
ReturnHeader/Preparer/Name0Paul C Naumann
ReturnHeader/Preparer/Phone05167399777
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-11-01
ReturnHeader/TaxPeriodEndDate02012-10-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-03-20T06:13:57-07:00

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Filings