Nonprofit · EIN 26-3610094
MARCUS FOUNDATION
Tax-exempt · DENVER, CO 80206
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $135,033 | $91,777 | $43,256 | $1,177,286 | $15,352 | $1,161,934 |
| December 31, 2023 | 990-PF | $220,310 | $85,117 | $135,193 | $1,122,734 | $4,056 | $1,118,678 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $13,668
- Interest
- $7,862
- Net gain from sales of assets
- $84,833
- Other income
- $28,670
Expenses
- Grants and similar amounts paid
- $31,150
- Compensation of officers, directors and key employees
- $45,000
- Disbursements for charitable purposes
- $82,369
- Excise tax on investment income
- $253
Balance sheet and other
- Total assets, start of year
- $1,122,734
- Total assets, end of year
- $1,177,286
- Total liabilities, end of year
- $15,352
- Net assets, end of year
- $1,161,934
- Fair market value of assets
- $1,177,286
- Qualifying distributions
- $82,369
- Net investment income
- $27,633
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN J HALPERIN 5609 BELMONT AVENUE, CHEVY CHASE, MD 20815 | PRESIDENT | 0 | $30,000 |
| AMY HALPERIN WOOD 1051 FILLMORE ST, DENVER, CO 80206 | VICE PRESIDE | 0 | $15,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN J HALPERIN 5609 BELMONT AVENUE, CHEVY CHASE, MD 20815 | PRESIDENT | 0 | $15,000 |
| AMY HALPERIN WOOD 1051 FILLMORE ST, DENVER, CO 80206 | VICE PRESIDE | 0 | $15,000 |
Address and contacts
- Address (IRS master file)
- 1051 FILLMORE ST, DENVER, CO 80206-3331
- In care of
- % AMY HALPERIN WOOD
- Signed the 990-PF
- AMY HALPERIN WOOD, VICE PRESIDENT
- Phone
- (303) 321-0385
- Website
- WWW.MARCUSFOUND.ORG
- Return prepared by
- JACKSON DOERKSEN & MCPETERS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-3610094
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,177,286
- Income (IRS master file)
- $1,045,005
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $135,033 | $91,777 | $1,177,286 | XML |
| 990-PF | December 2023 | $220,310 | $85,117 | $1,122,734 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-3610094).
Questions about MARCUS FOUNDATION
- What is the EIN of MARCUS FOUNDATION?
- The employer identification number (EIN) of MARCUS FOUNDATION is 26-3610094.
- Is MARCUS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to MARCUS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARCUS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARCUS FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARCUS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MARCUS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $30,000 (JONATHAN J HALPERIN, PRESIDENT).
- How much revenue does MARCUS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $135,033, expenses of $91,777 and total assets of $1,177,286 at year end.
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