James S Marcus Foundation

New York, NY
Tax-exempt since Dec. 1969
EIN: 23-7044611

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$194k (2025)

Expenses

$332k (2025)

Total Assets

$2.74M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2025

Revenue

$194,165

Expenses

$331,634

Net Income

-$137,469

Net Assets

$2,739,218

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,844	5.1%
Dividends	$66,856	34.4%
Sales of Assets	$117,465	60.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$291,461	87.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,739,218
Total Liabilities	$0
Net Assets	$2,739,218

Compensation

Key Employees and Officers	Compensation	Other
Ellen F Marcus (Trustee)	$0	$0
Jay E Rivlin (Trustee)	$0	$0
Robert Gerth Simon (Trustee)	$0	$0
Ahrin Mishan (Trustee)	$0	$0

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990-PF

Filed on Sept. 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2024

Revenue

$116,175

Expenses

$304,794

Net Income

-$188,619

Net Assets

$2,876,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,763	6.7%
Dividends	$70,964	61.1%
Sales of Assets	$37,448	32.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$272,005	89.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,876,687
Total Liabilities	$0
Net Assets	$2,876,687

Compensation

Key Employees and Officers	Compensation	Other
Ellen F Marcus (Trustee)	$0	$0
Jay E Rivlin (Trustee)	$0	$0
Robert Gerth Simon (Trustee)	$0	$0
Ahrin Mishan (Trustee)	$0	$0

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990-PF

Filed on Sept. 27, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2023

Revenue

$143,636

Expenses

$276,445

Net Income

-$132,809

Net Assets

$3,024,482

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,913	4.8%
Dividends	$72,303	50.3%
Sales of Assets	$64,420	44.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$244,352	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,024,482
Total Liabilities	$0
Net Assets	$3,024,482

Compensation

Key Employees and Officers	Compensation	Other
Ellen F Marcus (Trustee)	$0	$0
Jay E Rivlin (Trustee)	$0	$0
Robert Gerth Simon (Trustee)	$0	$0
Ahrin Mishan (Trustee)	$0	$0

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990-PF

Filed on Oct. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2022

Revenue

$66,303

Expenses

$602,563

Net Income

-$536,260

Net Assets

$2,757,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$461	0.7%
Dividends	$65,842	99.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$553,772	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,757,291
Total Liabilities	$0
Net Assets	$2,757,291

Compensation

Key Employees and Officers	Compensation	Other
Ellen F Marcus (Trustee)	$0	$0
Jay E Rivlin (Trustee)	$0	$0
Robert Gerth Simon (Trustee)	$0	$0
Ahrin Mishan (Trustee)	$0	$0

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990-PF

Filed on Oct. 4, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2021

Revenue

$661,912

Expenses

$761,607

Net Income

-$99,695

Net Assets

$3,293,550

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$469	0.1%
Dividends	$74,716	11.3%
Sales of Assets	$586,727	88.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$727,725	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,293,551
Total Liabilities	$1
Net Assets	$3,293,550

Compensation

Key Employees and Officers	Compensation	Other
Ellen F Marcus (Trustee/Part Time)	$0	$0
Jay E Rivlin (Trustee/Part Time)	$0	$0
Robert Gerth Simon (Trustee/Part Time)	$0	$0
Ahrin Mishan (Trustee/Part Time)	$0	$0

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990-PF

Filed on Sept. 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2020

Revenue

$232,021

Expenses

$567,841

Net Income

-$335,820

Net Assets

$3,393,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19,963	8.6%
Dividends	$71,295	30.7%
Sales of Assets	$140,763	60.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$535,442	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,393,246
Total Liabilities	$1
Net Assets	$3,393,245

Compensation

Key Employees and Officers	Compensation	Other
Ellen F Marcus (Trustee/Part Time)	$0	$0
Jay E Rivlin (Trustee/Part Time)	$0	$0
Robert Gerth Simon (Trustee/Part Time)	$0	$0
Ahrin Mishan (Trustee/Part Time)	$0	$0

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990-PF

Filed on Oct. 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2019

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2015

Revenue

$107,621

Expenses

$541,604

Net Income

-$433,983

Net Assets

$1,381,513

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,977	93.8%
Sales of Assets	$6,644	6.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$538,604	99.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,381,513
Total Liabilities	$0
Net Assets	$1,381,513

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2014

Revenue

$92,541

Expenses

$471,614

Net Income

-$379,073

Net Assets

$1,815,496

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,524	100.0%
Sales of Assets	$17	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$468,989	99.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,815,496
Total Liabilities	$0
Net Assets	$1,815,496

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2013

Revenue

$108,065

Expenses

$538,754

Net Income

-$430,689

Net Assets

$2,194,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,879	70.2%
Sales of Assets	$16,448	15.2%
Other Income	$15,738	14.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$533,054	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,194,569
Total Liabilities	$0
Net Assets	$2,194,569

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2012

Revenue

$275,220

Expenses

$607,931

Net Income

-$332,711

Net Assets

$2,625,259

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,543	26.4%
Sales of Assets	$202,677	73.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$605,297	99.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,625,259
Total Liabilities	$0
Net Assets	$2,625,259

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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James S Marcus Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $194k (2025)

Expenses $332k (2025)

Total Assets $2.74M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending May 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending May 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2011

No Extracted Financial Data

Document Links

Revenue

$194k (2025)

Expenses

$332k (2025)

Total Assets

$2.74M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending May
2025

Fiscal Year Ending May
2024

Fiscal Year Ending May
2023

Fiscal Year Ending May
2022

Fiscal Year Ending May
2021

Fiscal Year Ending May
2020

Fiscal Year Ending May
2019

Fiscal Year Ending May
2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

Fiscal Year Ending May
2010

Fiscal Year Ending May
2009

Fiscal Year Ending May
2008

Fiscal Year Ending May
2007

Fiscal Year Ending May
2006

Fiscal Year Ending May
2005

Fiscal Year Ending May
2004

Fiscal Year Ending May
2003

Fiscal Year Ending May
2002

Fiscal Year Ending May
2001