Mae and Mitchell Marcus Charitable
Mae and Mitchell Marcus Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Sharon, CT. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $8.6M in total assets. In 2024, it awarded 12 grants totaling $450K. Net investment income was $477K.
Key facts about Mae and Mitchell Marcus Charitable
- EIN
- 92-3923363
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $450,000
- Grants made (2024)
- 12
- Average grant
- $37,500
- Median grant
- $35,000
- Total assets
- $8,590,304
- Primary geography
- New York (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Mae and Mitchell Marcus Charitable funds
By grant dollars, the top recipient states for Mae and Mitchell Marcus Charitable's 12 itemized 2024 grants were New York (100%). The most frequent recipient cities were New York, NY (6 grants) and Kingston, NY (2 grants). None of its 12 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable Contribution" (12 grants).
How Mae and Mitchell Marcus Charitable gives
- 50% of 2024 grantees were also funded in 2023. Method
- In 2024 it paid out 121% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Mae and Mitchell Marcus Charitable
- How to evaluate Mae and Mitchell Marcus Charitable as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.6M
+2.4% YoY
Annual Giving
$450K
+200.0% YoY
Grant Count
12
+100.0% YoY
Avg Grant Size
$38K
+50.0% YoY
Under IRS private-foundation payout rules, Mae and Mitchell Marcus Charitable reported a distributable amount of $453K for 2024 — the minimum it must pay out in qualifying distributions.
About Mae and Mitchell Marcus Charitable
Based on IRS filings
Mae and Mitchell Marcus Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Sharon, CT. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $8.6M in total assets. In 2024, it awarded 12 grants totaling $450K. Net investment income was $477K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 12 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $8,590,304 | $8,393,034 |
| Revenue | $586,594 | $93,529 |
| Expenses | $555,999 | $178,329 |
| Qualifying Distributions | $549,568 | $178,329 |
| Net Investment Income | $477,422 | $58,530 |
| Distributable Amount | $453,098 | $105,007 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2023–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Camphill Village Copake ($50,000), Circle of Friends for the Dying ($50,000), East Side House Settlement ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CAMPHILL VILLAGE COPAKE Copake, NY | CHARITABLE CONTRIBUTION | $50,000 |
| CIRCLE OF FRIENDS FOR THE DYING Kingston, NY | CHARITABLE CONTRIBUTION | $50,000 |
| EAST SIDE HOUSE SETTLEMENT Bronx, NY | CHARITABLE CONTRIBUTION | $50,000 |
| ALI FORNEY CENTER INC New York, NY | CHARITABLE CONTRIBUTION | $50,000 |
| OAXACA LENDING LIBRARY FOUNDATION Queens Village, NY | CHARITABLE CONTRIBUTION | $50,000 |
| CENTER FOR PHOTOGRAPHY AT WOODSTOCK Kingston, NY | CHARITABLE CONTRIBUTION | $35,000 |
| SERVICES FOR THE UNDERSERVED INC New York, NY | CHARITABLE CONTRIBUTION | $35,000 |
| THE FUND INC New York, NY | CHARITABLE CONTRIBUTION | $30,000 |
| COALITION FOR HOMELESS INC New York, NY | CHARITABLE CONTRIBUTION | $25,000 |
| PROJECT GUARDIANSHIP Brooklyn, NY | CHARITABLE CONTRIBUTION | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| William P Holm | Treasurer & Secretary | — | — |
| Dennis Sperling | President | — | — |
| Gary Heckelman | Vice President | — | — |
| Sarah K Holm | Vice President | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Mae and Mitchell Marcus Charitable?
Mae and Mitchell Marcus Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Sharon, CT. It holds $8.6M in total assets as of 2024.
How large is Mae and Mitchell Marcus Charitable?
As of 2024, Mae and Mitchell Marcus Charitable holds $8.6M in total assets with $587K in annual revenue. It awarded 12 grants totaling $450K in 2024.
Where does Mae and Mitchell Marcus Charitable operate?
Mae and Mitchell Marcus Charitable has awarded grants in New York.
What size grants does Mae and Mitchell Marcus Charitable award?
In 2024, Mae and Mitchell Marcus Charitable awarded 12 grants totaling $450K — an average of about $38K per grant, based on its IRS Form 990 filings.
How much is Mae and Mitchell Marcus Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Mae and Mitchell Marcus Charitable reported a distributable amount of $453K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mae and Mitchell Marcus Charitable's EIN?
Mae and Mitchell Marcus Charitable's EIN (Employer Identification Number) is 92-3923363. IRS Form 990 filing data is available on this page for 2023–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.