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Form 990-PFTax year 2024EIN 39-1891090

Marcus Family Charitable Trust

A private foundation in Milwaukee, WI. Its return for tax year 2024 lists 1 grant and $325,000 paid in grants.

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Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Andrew Marcus
301 N Broadway Suite 300
Milwaukee, WI 53202
(414) 905-1530
Form and materials
No special requirements; brochures preferred
Deadlines
None
Restrictions
None

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $325,000

    Grants listed
    1
    Assets, end of year
    $4,165,696

  • Tax year 2023

    $275,000

    Grants listed
    1
    Assets, end of year
    $4,258,841

  • Tax year 2022

    $350,000

    Grants listed
    1
    Assets, end of year
    $4,411,136

  • Tax year 2021

    $350,000

    Grants listed
    1
    Assets, end of year
    $4,727,273

  • Tax year 2020

    $332,500

    Grants listed
    2
    Assets, end of year
    $4,831,821

  • Tax year 2019

    $255,000

    Grants listed
    1
    Assets, end of year
    $5,054,703

  • Tax year 2018

    $671,500

    Grants listed
    4
    Assets, end of year
    $5,072,588

Grants paid in 2024

1 grant, largest first

As listed on the return.

  1. Milwaukee Jewish Federation IncMilwaukee, WI

    Support for local jewish community and enhance jewish life in milwaukee.

    $325,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Philanthropy and grantmaking1 grant $325,000100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Wisconsin1 grant $325,000

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • David MarcusTRUSTEE Hours 1Pay $0
  • Andrew MarcusTRUSTEE Hours 1Pay $0

The return

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