Nonprofit · EIN 30-6717628
JEFF AND NICOLA MARCUS FOUNDATION
Also known as JEFFREY A AND NICOLA MARCUS TTEE
Tax-exempt · PALM BEACH, FL 33480
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $674,431 | $171,548 | $502,883 | $962,936 | $0 | $962,936 |
| December 31, 2024 | 990-PF | $237,423 | $170,808 | $66,615 | $949,008 | $0 | $949,008 |
| December 31, 2023 | 990-PF | $659,817 | $191,161 | $468,656 | $711,661 | $0 | $711,661 |
| December 31, 2022 | 990-PF (amended) | $251,005 | $8,000 | $243,005 | $243,005 | $0 | $243,005 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $639,960
- Dividends
- $33,778
- Interest
- $26
- Net gain from sales of assets
- $667
Expenses
- Grants and similar amounts paid
- $151,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $152,092
- Excise tax on investment income
- $464
Balance sheet and other
- Total assets, start of year
- $949,008
- Total assets, end of year
- $962,936
- Total liabilities, end of year
- $0
- Net assets, end of year
- $962,936
- Fair market value of assets
- $1,431,467
- Qualifying distributions
- $152,092
- Net investment income
- $34,471
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY A MARCUS 920 NORTH LAKE WAY, PALM BEACH, FL 33480 | TRUSTEE | 0.1 | $0 |
| NICOLA MARCUS 920 NORTH LAKE WAY, PALM BEACH, FL 33480 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY A MARCUS 920 NORTH LAKE WAY, PALM BEACH, FL 33480 | TRUSTEE | 0.1 | $0 |
| NICOLA MARCUS 920 NORTH LAKE WAY, PALM BEACH, FL 33480 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY A MARCUS 920 NORTH LAKE WAY, PALM BEACH, FL 33480 | TRUSTEE | 0.1 | $0 |
| NICOLA MARCUS 920 NORTH LAKE WAY, PALM BEACH, FL 33480 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY A MARCUS 920 NORTH LAKE WAY, PALM BEACH, FL 33480 | TRUSTEE | 0.1 | $0 |
| NICOLA MARCUS 920 NORTH LAKE WAY, PALM BEACH, FL 33480 | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 920 N LAKE WAY, PALM BEACH, FL 33480-3323
- In care of
- % KOCHMAN ZISKA PLC
- Signed the 990-PF
- JEFFREY MARCUS, TRUSTEE
- Phone
- (214) 577-8804
- Return prepared by
- EISNER ADVISORY GROUP 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 | 990-PF 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
- 30-6717628
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $962,936
- Income (IRS master file)
- $833,764
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $674,431 | $171,548 | $962,936 | IRS |
| 990-PF | December 2024 | $237,423 | $170,808 | $949,008 | IRS |
| 990-PF | December 2023 | $659,817 | $191,161 | $711,661 | XML |
| 990-PF | December 2022 | $251,005 | $8,000 | $243,005 | XML |
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 30-6717628).
Questions about JEFF AND NICOLA MARCUS FOUNDATION
- What is the EIN of JEFF AND NICOLA MARCUS FOUNDATION?
- The employer identification number (EIN) of JEFF AND NICOLA MARCUS FOUNDATION is 30-6717628.
- Is JEFF AND NICOLA MARCUS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to JEFF AND NICOLA MARCUS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does JEFF AND NICOLA MARCUS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEFF AND NICOLA MARCUS FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEFF AND NICOLA MARCUS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JEFF AND NICOLA MARCUS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JEFF AND NICOLA MARCUS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $674,431, expenses of $171,548 and total assets of $962,936 at year end.
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