2025-04-14T13:40:51-05:00 2024-05-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-06-01 203081932 MARCUM FOUNDATION INC MARC 3059959600 1 SE 3RD AVENUE 1100 MIAMI FL 33131 SHAUN BLOGG PRESIDENT 3059959600 2025-04-09 1 0 FRANK SMITH P00639053 2022274000 2025-04-09 2023 2025-03-06 01:10:19Z SHAUN BLOGG 1 SE 3RD AVENUE 1100 MIAMI FL 33131 1626060 0 X WWW.MARCUMFOUNDATION.ORG X 2005 FL THE MARCUM FOUNDATION STRIVES TO BE A LEADING CONTRIBUTOR OF TIME & MONEY, AS A FULLY ENGAGED PARTNER, TO ORGANIZATIONS OFFERING FUNDAMENTAL HUMAN SERVICES TO CHILDREN IN OUR LOCAL COMMUNITIES.WE ENVISION A WORLD WHERE NO CHILD HAS TO WORRY ABOUT THEIR BASIC NEEDSEDUCATION, FOOD, HEALTHCARE AND GENERAL WELLBEING. BY MEETING THESE NEEDS, WE WILL ENSURE THAT ALL CHILDREN CAN WORRY LESS AND ACHIEVE MORE, AS THE FUTURE OF OUR COMMUNITY DEPENDS ON THE SUCCESS OF TODAY'S YOUTH AND YOUNG ADULTS. 7 7 0 10 0 0 1289178 1439150 0 0 0 49961 -8015 38045 1281163 1527156 525000 1734459 0 0 0 0 0 0 112566 140160 350200 665160 2084659 616003 -557503 1950130 2133469 221643 962485 1728487 1170984 X THE MARCUM FOUNDATION STRIVES TO BE A LEADING CONTRIBUTOR OF TIME & MONEY, AS A FULLY ENGAGED PARTNER, TO ORGANIZATIONS OFFERING FUNDAMENTAL HUMAN SERVICES TO CHILDREN IN OUR LOCAL COMMUNITIES.WE ENVISION A WORLD WHERE NO CHILD HAS TO WORRY ABOUT THEIR BASIC NEEDSEDUCATION, FOOD, HEALTHCARE AND GENERAL WELLBEING. BY MEETING THESE NEEDS, WE WILL ENSURE THAT ALL CHILDREN CAN WORRY LESS AND ACHIEVE MORE, AS THE FUTURE OF OUR COMMUNITY DEPENDS ON THE SUCCESS OF TODAY'S YOUTH AND YOUNG ADULTS. 0 0 1912878 1734459 0 THE FOUNDATION RAISES FUNDS AND VOLUNTEERS FOR SELECT CHARITIES THROUGH SPECIAL EVENTS, ASSOCIATE GIVING AND OTHER INITIATIVES--PROVIDING THE CRITICAL ASSISTANCE NEEDED FOR ORGANIZATIONS THAT OFFER ESSENTIAL SERVICES IN THESE FOUR CATEGORIES:-HEALTH & SAFETY-EDUCATION & SELF-ESTEEM-FOOD & SHELTER-FAMILY & WELLBEING 1912878 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CA FL IL MA NJ NY PA RI TN X MARCUM LLP 3059959600 1 SE 3RD AVENUE 1100 MIAMI FL 33131 X TRACY A WEINER EXECUTIVE DIRECTOR 1.00 0.00 X X 0 0 0 SHAUN BLOGG BOARD CHAIRMAN 2.00 40.00 X X 0 0 0 JULIE JONES SECRETARY - AS OF 6/2023 1.00 40.00 X X 0 0 0 RONALD STORCH TREASURER - AS OF 6/2023 1.00 40.00 X X 0 0 0 JEFFREY ZUDECK BOARD MEMBER - AS OF 6/2023 1.00 40.00 X 0 0 0 MICHAEL SACCO BOARD MEMBER - AS OF 6/2023 1.00 40.00 X 0 0 0 JOHN HUGHES BOARD MEMBER - AS OF 12/2023 1.00 40.00 X 0 0 0 MARC BRESLOW VICE PRESIDENT - TO 6/2023 1.00 40.00 X X 0 0 0 MICHAEL NOVAK VICE PRESIDENT - TO 6/2023 1.00 40.00 X X 0 0 0 ILYSSA BLUM SECRETARY - TO 6/2023 1.00 40.00 X X 0 0 0 JANA ARISTIZABAL TREASURER - TO 6/2023 1.00 40.00 X X 0 0 0 0 0 0 0 0 0 0 CBIZ (FKA MARCUM LLP) 730 3RD AVENUE 11TH FL NEW YORK NY 10017 MGMT SERVICES & VIDEO PRODUCTION 191088 WEST END STRATEGY 2401 PENNSYLVANIA AVE NW STE 410 WASHINGTON DC 20037 STRATEGY CONSULTANTS 106818 2 684029 755121 1439150 49961 49961 126521 98904 27617 27617 MISCELLANEOUS INCOME 900099 10428 10428 10428 1527156 0 0 88006 1734459 1734459 229090 156926 30813 41351 14935 14935 48064 21493 6864 19707 17771 17771 4737 4737 1866 1866 33737 33737 2084659 1912878 59215 112566 1782900 680390 0 1299956 128522 153123 38708 0 1950130 2133469 67238 60485 154405 902000 221643 962485 X 1720448 1162945 8039 8039 1728487 1170984 1950130 2133469 -557503 0 X 0 1 X 1 0 X 143815 180460 1024448 1289178 1439150 4077051 143815 180460 1024448 1289178 1439150 4077051 1382345 2694706 49961 49961 10428 10428 4137440 118647 0.65130 0.73670 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME NOT NORMALLY RECURRING RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1598302 71146 71146 1527156 0 1527156 2155805 71146 71146 2084659 0 2084659 PART X, LINE 2: THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED MAY 31, 2024 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE FOUNDATION FILES TAX RETURNS. GOLF OUTING/AUCTION 126521 0 126521 98904 126521 126521 98904 98904 27617 1 UMPS CARE CHARITIES 4185 CARVEL LANE EDGEWATER MD 21037 472451505 501(C)(3) 10000 0 SCHOLARSHIP SUPPORT AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501(C)(3) 629350 0 SUPPORT FOR KIDS HEART CHALLENGE BOYS & GIRLS CLUB OF MAUI 100 KANALOA AVE KAHULUI HI 96732 990272347 501(C)(3) 10000 0 GENERAL SUPPORT CHILDREN OF FALLEN PATRIOTS 1818 LIBRARY STREET 500 RESTON VA 20190 470902295 501(C)(3) 246000 0 SUPPORT AND SPONSORSHIP US FUND FOR UNICEF 125 MAIDEN LANE 10TH FL NEW YORK NY 10038 131760110 501(C)(3) 35000 0 SUPPORT OF ISRAEL AND PALESTINE UNION LEAGUE BOYS & GIRLS CLUBS 65 WEST JACKSON BLVD CHICAGO IL 60604 362167939 501(C)(3) 10000 0 BOYS & GIRLS CLUB SUPPORT CHILDREN'S HOSPITAL OF ORANGE COUNTY 1201 WEST LA VETA AVENUE ORANGE CA 92868 952321786 501(C)(3) 50000 0 RESIDENT DOG PROGRAM SUPPORT MET COUNCIL 1 STATE STREET PLAZA 24TH FL NEW YORK NY 10004 132738818 501(C)(3) 10000 0 GENERAL SUPPORT ST JUDE'S CHILDRENS RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 620646012 501(C)(3) 729109 0 SUPPORT AND SPONSORSHIP 10 0 PART I, LINE 2: THE FOUNDATION REQUIRES THAT ALL GRANT RECIPIENTS MUST FIT THE CRITERIA OF FALLING WITHIN THE MARCUM FOUNDATION MISSION. RECIPIENTS MUST BE ENGAGED IN OFFERING ESSENTIAL SERVICES IN ONE OF THE FOLLOWING CATEGORIES: HEALTH AND SAFETY, EDUCATION AND SELF-ESTEEM, FOOD AND SHELTER, AND FAMILY AND WELLBEING. FUNDS ARE NOT MONITORED AFTER BEING DISTRIBUTED TO THE RECIPIENT ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 3 MARCUM PROVIDED MANAGEMENT SERVICES TO THE MARCUM FOUNDATION INCLUDING ADMINISTRATIVE, FINANCIAL, AND OTHER SERVICES DURING THE YEAR. ALL PERSONS LISTED ON PART VII-A OTHER THAN THE EXECUTIVE DIRECTOR TRACY WEINER WERE EMPLOYED BY MARCUM. THE INDIVIDUALS PROVIDING MANAGEMENT SERVICES TO THE MARCUM FOUNDATION WERE DOING SO ON A VOLUNTEER BASIS WHILE MARCUM CONTINUED TO PAY THEIR NORMAL COMPENSATION FOR SERVICES THEY PROVIDED TO MARCUM. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE PRESIDENT FOR ACCURACY AND COMPLETENESS. ADDITIONALLY A COMPLETE COPY OF THE DRAFT RETURN IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. THE POLICY REQUIRES ALL MEMBERS TO DISCLOSE ANY INTEREST THAT MIGHT GIVE RISE TO A CONFLICT. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS THE ENFORCEMENT AND COMPLIANCE OF THE POLICY ALONG WITH MAINTAINING UPDATES TO BEST PRACTICES AND PROTOCOLS PUT IN PLACE TO HANDLE SUCH CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. MARCUM LLP 730 3RD AVENUE 11TH FLOOR NEW YORK NY 10017 111986323 PUBLIC ACCOUNTING NY N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0