Private Foundation

MARCUS FAMILY CHARITABLE TRUST

MARCUS FAMILY CHARITABLE TRUST is a private foundation categorized as Private Foundation based in MILWAUKEE, WI. Its most recent IRS filing (2024) reports revenue of $257K, expenses of $350K, total assets of $4.2M. Imperigo tracks 17 reported grants from this foundation totaling approximately $3.0M.

EIN: 391891090 MILWAUKEE, WI Latest filing: 2024
Total Revenue$257K
Total Expenses$350K
Total Assets$4.2M
Grants Given17
Grant Total$3.0M
Filing Years2020–2024

Sample Grants Given

MILWAUKEE JEWISH FEDERATION INC
MILWAUKEE, WI · 2024
SUPPORT FOR LOCAL JEWISH COMMUNITY AND ENHANCE JEWISH LIFE IN MILWAUKEE.
$325,000
MILWAUKEE JEWISH FEDERATION INC
MILWAUKEE, WI · 2023
SUPPORT FOR LOCAL JEWISH COMMUNITY AND ENHANCE JEWISH LIFE IN MILWAUKEE.
$275,000
MILWAUKEE JEWISH FEDERATION INC
MILWAUKEE, WI · 2022
SUPPORT FOR LOCAL JEWISH COMMUNITY AND ENHANCE JEWISH LIFE IN MILWAUKEE.
$350,000
JEWISH HOME AND CARE CENTER INC
STATEN ISLAND, NY · 2021
SUPPORT FOR JEWISH SENIORS AND INFIRM CARE FACILITIES.
$350,000
MILWAUKEE JEWISH FEDERATION INC
MILWAUKEE, WI · 2020
SUPPORT FOR LOCAL JEWISH COMMUNITY AND ENHANCE JEWISH LIFE IN MILWAUKEE.
$330,000

Showing up to 5 of 17 total records — full history available with membership.

Officers & Directors

TRUSTEE Andrew Marcus
TRUSTEE David Marcus

Officer compensation and complete director data available with membership.

Top Grant Purposes

SUPPORT FOR LOCAL JEWISH COMMUNITY AND ENHANCE JEWISH LIFE IN MILWAUKEE.
$2,395,000 7 grants
SUPPORT FOR JEWISH SENIORS AND INFIRM CARE FACILITIES.
$350,150 2 grants
SUPPORT FOR MILWAUKEE COMMUNITY EDUCATION, HEALTH AND POVERTY.
$85,650 2 grants
SUPPORT FOR HOLOCAUST EDUCATION AND MEMORIAL.
$80,000 1 grant
SUPPORT FOR MILWAUKEE ARTS, EDUCATION, HEALTH, AND YOUTH.
$50,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $257K $350K $4.2M
2023 $146K $298K $4.3M
2022 $131K $376K $4.4M
2021 $276K $380K $4.7M
2020 $156K $379K $4.8M

Between 2020 and 2024, reported annual revenue grew from $156K to $257K (+64%), with total assets most recently reported at $4.2M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in DC, NY, WI.

DCNYWI

Full geographic grant map with state-by-state breakdown available with membership.

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