2026-04-08T15:29:14-05:00 2025-05-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-06-01 203081932 MARCUM FOUNDATION INC MARC 3059959600 5959 ROCKSIDE WOODS BLVD N 600 CLEVELAND OH 44131 SHAUN BLOGG PRESIDENT 3059959600 2026-04-07 1 0 FRANK SMITH P00639053 2022274000 2026-04-07 2024 2025-03-06 01:10:19Z X SHAUN BLOGG 5959 ROCKSIDE WOODS BLVD N 600 CLEVELAND OH 44131 1224621 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 1439150 1140476 0 0 49961 35327 38045 -28220 1527156 1147583 1734459 1599339 0 0 0 242582 0 0 83696 350200 114539 2084659 1956460 -557503 -808877 2133469 644534 962485 282427 1170984 362107 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 1772799 1599339 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 1772799 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 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA FL IL MA NJ NY PA RI TN X CBIZ INC 3059959600 5959 ROCKSIDE WOODS BLVD N 600 CLEVELAND OH 44131 TRACY A WEINER EXECUTIVE DIRECTOR 35.00 0.00 X X 0 50000 6503 SHAUN BLOGG CHAIRMAN & PRESIDENT 2.00 40.00 X X 0 0 0 JULIE JONES SECRETARY 1.00 40.00 X X 0 0 0 RONALD STORCH TREASURER 1.00 40.00 X X 0 0 0 JEFFREY ZUDECK BOARD MEMBER - TO 3/2025 1.00 40.00 X 0 0 0 MICHAEL SACCO BOARD MEMBER 1.00 40.00 X 0 0 0 JOHN HUGHES BOARD MEMBER - TO 3/2025 1.00 40.00 X 0 0 0 TRACY GALLAGHER BOARD MEMBER - AS OF 3/2025 1.00 40.00 X 0 0 0 DONNA MIRANDOLA BOARD MEMBER - AS OF 3/2025 1.00 40.00 X 0 0 0 ELIZABETH NEWMAN BOARD MEMBER - AS OF 3/2025 1.00 40.00 X 0 0 0 STEVEN SUBLETT BOARD MEMBER - AS OF 3/2025 1.00 40.00 X 0 0 0 KRISTEN BLANCO DIRECTOR 35.00 0.00 X 0 112036 16210 0 162036 22713 0 0 0 0 0 364328 776148 1140476 35327 35327 48818 77038 -28220 -28220 1147583 0 0 7107 1599339 1599339 242582 133431 73591 35560 17510 9631 5312 2567 7242 3983 2197 1062 32073 32073 14005 14005 4860 4860 SPECIAL EVENT COSTS 38849 26415 12434 1956460 1772799 99965 83696 680390 309588 1299956 285282 153123 49664 2133469 644534 60485 49027 902000 233400 962485 282427 X 1162945 354068 8039 8039 1170984 362107 2133469 644534 -808877 0 X 0 1 X 1 0 X 180460 1024448 1289178 1439150 1140476 5073712 180460 1024448 1289178 1439150 1140476 5073712 1710593 3363119 49961 35326 85287 10428 10428 5169427 118647 0.65060 0.65130 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 1188965 41382 41382 1147583 0 1147583 1997842 41382 41382 1956460 0 1956460 PART X, LINE 2: THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED MAY 31, 2025, 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. GOLF OUTING/AUCTION 48818 0 48818 77038 48818 48818 77038 77038 -28220 1 ST JUDE'S CHILDRENS RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 620646012 501(C)(3) 809389 0 SUPPORT AND SPONSORSHIP AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501(C)(3) 418000 0 SUPPORT FOR KIDS HEART CHALLENGE CHILDREN OF FALLEN PATRIOTS FOUNDATION 1818 LIBRARY STREET 500 RESTON VA 20190 470902295 501(C)(3) 361950 0 SUPPORT AND SPONSORSHIP BOYS & GIRLS CLUB OF AMERICA 1275 PEACHTREE STREET NE ATLANTA GA 30309 135562976 501(C)(3) 10000 0 GENERAL SUPPORT 4 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 4 THE ORGANIZATION ADOPTED BYLAWS EFFECTIVE MARCH 2025 TO REFLECT A CHANGE IN THE ORGANIZATION'S NAME TO CBIZ FOUNDATION, AND TO CLARIFY THE MAKEUP AND OPERATIONS OF THE BOARD OF DIRECTORS. THE BYLAWS WERE ALSO UPDATED TO INCLUDE A CURRENT CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBER SHALL CONSIST OF THE INITIAL MEMBER, CBIZ, INC., AND SUCH OTHER INDIVIDUALS, NONPROFIT CORPORATIONS, BUSINESS CORPORATIONS, LIMITED LIABILITY COMPANIES, OR PARTNERSHIPS AS MAY BE DESIGNATED. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ENTITLED TO ELECT DIRECTORS HAVE THE RIGHT TO FILL VACANCIES ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE AMENDED OR REPEALED BY THE MEMBER(S) AT A MEETING HELD FOR THAT PURPOSE. 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'S CONFLICTS OF INTEREST POLICY ESTABLISHES COMPREHENSIVE PROCEDURES FOR MONITORING PROPOSED OR ONGOING TRANSACTIONS TO IDENTIFY AND ADDRESS BOTH POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. THE POLICY APPLIES TO ALL DIRECTORS, OFFICERS, AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS, REFERRED TO AS "INTERESTED PERSONS." AN INDIVIDUAL IS CONSIDERED TO HAVE A FINANCIAL INTERESTAND THUS BE AN INTERESTED PERSONIF THEY, OR THEIR FAMILY MEMBERS, HAVE A DIRECT OR INDIRECT OWNERSHIP OR INVESTMENT INTEREST, A COMPENSATION ARRANGEMENT, OR THE POTENTIAL FOR SUCH INTERESTS WITH ANY ENTITY INVOLVED IN A TRANSACTION OR ARRANGEMENT WITH THE ORGANIZATION. COMPENSATION IS BROADLY DEFINED TO INCLUDE DIRECT OR INDIRECT REMUNERATION AND SUBSTANTIAL GIFTS OR FAVORS. THE PROCESS BEGINS WITH A DUTY TO DISCLOSE: INTERESTED PERSONS MUST FULLY DISCLOSE ALL MATERIAL FACTS RELATED TO ANY ACTUAL OR POSSIBLE CONFLICTS TO THE BOARD OF DIRECTORS OR RELEVANT COMMITTEE. AFTER DISCLOSURE AND DISCUSSION, THE INTERESTED PERSON IS REQUIRED TO LEAVE THE MEETING WHILE THE REMAINING DIRECTORS OR COMMITTEE MEMBERS DETERMINE IF A CONFLICT EXISTS; THIS DETERMINATION IS MADE BY THE DISINTERESTED MEMBERS AT THE SAME GOVERNING LEVEL. IF A CONFLICT IS FOUND, THE INTERESTED PERSON MAY PROVIDE FACTUAL INFORMATION BUT MUST AGAIN LEAVE BEFORE DELIBERATION AND VOTING TAKE PLACE REGARDING THE TRANSACTION OR ARRANGEMENT. DISINTERESTED DIRECTORS OR COMMITTEE MEMBERS MAY INVESTIGATE ALTERNATIVES, AND MUST DECIDEBY MAJORITY VOTEWHETHER THE ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST AND REASONABLY JUSTIFIED. SHOULD A PERSON FAIL TO DISCLOSE A CONFLICT, THE BOARD OR COMMITTEE WILL PROVIDE AN OPPORTUNITY TO EXPLAIN AND MAY IMPOSE CORRECTIVE ACTION AS NEEDED. THESE PROCESSES ARE THOROUGHLY DOCUMENTED IN THE ORGANIZATION'S OFFICIAL MEETING MINUTES, INCLUDING THE NATURE OF THE INTEREST, ACTIONS TAKEN, PARTICIPANTS IN DISCUSSIONS, AND ALL RELEVANT VOTES, ENSURING TRANSPARENCY AND ACCOUNTABILITY THROUGHOUT ALL STAGES OF CONFLICT MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OFFICERS AND TRUSTEES OF THE FOUNDATION VOLUNTEER THEIR SERVICES AND DO NOT RECEIVE ANY COMPENSATION FOR THEIR SERVICES TO THE FOUNDATION FROM ANY SOURCE. FOR THE EXECUTIVE DIRECTOR OF THE FOUNDATION, THE COMPENSATION IS DETERMINED BY THE RELATED FOR-PROFIT ORGANIZATION AS NOTED ON SCHEDULE R. COMPENSATION IS DETERMINED BASED ON THE INDIVIDUAL'S ROLE AND LEVEL OF RESPONSIBILITY WITHIN THE ORGANIZATION. MARKET BENCHMARKS AND INDUSTRY SALARY DATA ARE USED TO ENSURE COMPETITIVE AND FAIR PAY. PERFORMANCE EVALUATIONS AND INDIVIDUAL CONTRIBUTIONS MAY INFLUENCE COMPENSATION ADJUSTMENTS. EDUCATIONAL BACKGROUND, RELEVANT EXPERIENCE, AND SPECIALIZED SKILLS ARE ALSO CONSIDERED. 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 MARCUM ADVISORY GROUP LLC 10 MELVILLE PARK ROAD MELVILLE NY 11747 881478669 PUBLIC ACCOUNTING DE N/A 0 0 CBIZ INC 5959 ROCKSIDE WOODS BLVD N SUITE 60 CLEVELAND OH 44131 PUBLIC ACCOUNTING DC N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0