William and Cynthia Marcus

CHESTNUT HILL, MA EIN: 04-6042910

The William and Cynthia Marcus Family Charitable Trust is a private foundation based in Chestnut Hill, Massachusetts. Established in May 1962, the trust operates as a tax-exempt charitable organization with EIN 04-6042910.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$317K

+2.8% YoY

Annual Giving

$286K

+26.2% YoY

Grant Count

62

-21.5% YoY

Avg Grant Size

$5K

+60.8% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's grant-making priorities include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • Nonprofit Human Services
  • Poverty Alleviation

Grantmaking

The foundation makes grants primarily to support nonprofit organizations in its focus areas, with a concentration on human services and educational initiatives.

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Geographic Focus

Where this funder awards grants

The foundation directs its grant-making primarily to organizations in:

  • Massachusetts
  • New York
  • New Hampshire

Grant Distribution by State

18states
+10 more states

Cities

AlexandriaAmherstAshevilleBabson ParkBellefonteBelmontBergenfieldBethesdaBostonBozemanBraintreeBrightonBrooklineCambridgeCenter HarborCharlotteChattanoogaChestnut HillChicagoConcord

Financial History

Multi-year comparison from IRS filings

Metric Amount
Total Assets $788,349
Total Annual Giving $278,543

The foundation's financial data is based on the most recent IRS Form 990 filing for fiscal year 2025.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$86K$173K$259K$345K20202021202220232024
Metric202420232022
Total Assets$317,069$308,552$322,507
Revenue$313,993$242,609$225,615
Expenses$305,476$256,564$301,888
Qualifying Distributions$294,627$239,564$291,505
Net Investment Income$162,817$164,072$272,540
Distributable Amount$31,414$26,277$36,068

Giving Over Time

Total grant dollars and number of grants per year

$0$72K$143K$215K$286K57 grants202056 grants202169 grants202279 grants202362 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

GANN ACADEMY$68KSOLOMON SCHECHTER DAY SC…$36KCOMBINED JEWISH PHILANTH…$24KJEWISH FEDERATION$20KAMERICAN JEWISH COMMITTEE$15KJEWISH COMMUNITY CENTERS…$13KAMERICAN JEWISH WORLD SE…$10KAMERICAN SOCIETY FOR TEC…$6KAMERICAN JEWISH JOINT DI…$6KAMERICA ISRAEL DEMOCRACY…$5K

Grant Size Distribution

250 grants across all recorded years

247<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
WILLIAM M MARCUSTRUSTEE10
CYNTHIA S MARCUSTRUSTEE1
DANIEL H MARCUSTRUSTEE1
MELANIE L MARCUSTRUSTEE1
RICHARD S MARCUSTRUSTEE1

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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