Marcus Family Charitable Trust
Marcus Family Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 1 grant totaling $325K. Net investment income was $234K.
Key facts about Marcus Family Charitable Trust
In short: Marcus Family Charitable Trust gave $325K across 1 grant in 2024 (avg $325K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- EIN
- 39-1891090
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $325,000
- Grants made (2024)
- 1
- Average grant
- $325,000
- Median grant
- $325,000
- Total assets
- $4,165,696
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated October 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.2M
-2.2% YoY
Annual Giving
$325K
+18.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$325K
+18.2% YoY
Under IRS private-foundation payout rules, Marcus Family Charitable Trust reported a distributable amount of $325K for 2024 — the minimum it must pay out in qualifying distributions.
How Marcus Family Charitable Trust gives
- Giving held roughly steady from 2021 to 2024 (−7%). Method
- In 2024 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $275K (2023) to $350K (2022). In 2024 it made 1 grant totaling $325K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Milwaukee Jewish Federation Inc ($325K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $250–500K range: 5 grants of 6 (83%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Milwaukee Jewish Federation Inc Milwaukee, WI | Support for local jewish community and enhance jewish life in milwaukee. | $325,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,165,696 | $4,258,841 | $4,411,136 |
| Revenue | $257,059 | $146,195 | $131,355 |
| Expenses | $349,930 | $298,490 | $375,695 |
| Qualifying Distributions | $325,035 | $275,035 | $351,575 |
| Net Investment Income | $234,164 | $125,240 | $107,235 |
| Distributable Amount | $325,149 | $308,649 | $324,501 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Marcus Family Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Andrew Marcus
Trustee
On filings since 2020
1 hr/week
No compensation reported
David Marcus
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Marcus Family Charitable Trust
How much does Marcus Family Charitable Trust give each year?
Marcus Family Charitable Trust gave $325K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $275K across 1 grant.
How large is Marcus Family Charitable Trust?
Marcus Family Charitable Trust reported $4.2M in total assets on its 2024 IRS Form 990-PF. It paid out $325K in qualifying distributions that year, against a required minimum of $325K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Marcus Family Charitable Trust operate?
Marcus Family Charitable Trust has awarded grants in New York, Wisconsin.
What is Marcus Family Charitable Trust's EIN?
Marcus Family Charitable Trust's EIN (Employer Identification Number) is 39-1891090. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Marcus Family Charitable Trust by hand.
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