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Nonprofit · EIN 75-2283302

DAVID MITCHELL MARCUS FOUNDATION

Tax-exempt · CARBONDALE, CO 81623

Financials

$20K$56K2023$8K$35K2024
Revenue Expenses · by fiscal year end
Financials of DAVID MITCHELL MARCUS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$8,429$35,259-$26,830$324,759$0$324,759
December 31, 2023990-PF$20,083$56,389-$36,306$315,767$0$315,767
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$8,428
Other income
$1

Expenses

Grants and similar amounts paid
$30,100
Disbursements for charitable purposes
$30,100
Excise tax on investment income
$45

Balance sheet and other

Total assets, start of year
$315,767
Total assets, end of year
$324,759
Total liabilities, end of year
$0
Net assets, end of year
$324,759
Fair market value of assets
$324,759
Qualifying distributions
$30,100
Net investment income
$8,429

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.

NameTitleHours / weekCompensation
JEFFREY A MARCUS
2537 CHERRY STREET, DENVER, CO 80207
DIRECTOR0$0
NANCY C MARCUS
2537 CHERRY STREET, DENVER, CO 80207
DIRECTOR0$0
BENJAMIN SCOT SIMMONS
201 MAIN STREET, SUITE 305, CARBONDALE, CO 81637
SECRETARY/TR0$0
DAVID MITCHELL MARCUS
2537 CHERRY STREET, DENVER, CO 80207
PRESIDENT0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JEFFREY A MARCUS
2537 CHERRY STREET, DENVER, CO 80207
DIRECTOR0$0
NANCY C MARCUS
2537 CHERRY STREET, DENVER, CO 80207
DIRECTOR0$0
BENJAMIN SCOT SIMMONS
201 MAIN STREET, SUITE 305, CARBONDALE, CO 81637
SECRETARY/TR0$0
DAVID MITCHELL MARCUS
2537 CHERRY STREET, DENVER, CO 80207
PRESIDENT0$0

Address and contacts

Address (IRS master file)
201 MAIN ST STE 305, CARBONDALE, CO 81623-2216
Signed the 990-PF
DAVID MITCHELL MARCUS, PRESIDENT
Phone
(970) 556-5821
Return prepared by
SIMMONS FAMILY OFFICE 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
75-2283302
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
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$324,759
Income (IRS master file)
$8,429

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$8,429$35,259$324,759XML
990-PFDecember 2023$20,083$56,389$315,767XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 75-2283302).

Questions about DAVID MITCHELL MARCUS FOUNDATION

What is the EIN of DAVID MITCHELL MARCUS FOUNDATION?
The employer identification number (EIN) of DAVID MITCHELL MARCUS FOUNDATION is 75-2283302.
Is DAVID MITCHELL MARCUS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to DAVID MITCHELL MARCUS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID MITCHELL MARCUS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID MITCHELL 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 DAVID MITCHELL 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 DAVID MITCHELL MARCUS FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does DAVID MITCHELL MARCUS FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,429, expenses of $35,259 and total assets of $324,759 at year end.

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