Marcus Foundation

Denver, CO
Tax-exempt since June 2009
EIN: 26-3610094

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$135k (2024)

Expenses

$91.8k (2024)

Total Assets

$1.18M (2024)

Total Liabilities

$15.4k (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$135,033

Expenses

$91,777

Net Income

$43,256

Net Assets

$1,161,934

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,862	5.8%
Dividends	$13,668	10.1%
Sales of Assets	$84,833	62.8%
Other Income	$28,670	21.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,369	89.7%
Compensation of Officers*	$45,000	49.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,177,286
Total Liabilities	$15,352
Net Assets	$1,161,934

Compensation

Key Employees and Officers	Compensation	Other
Jonathan J Halperin (President)	$30,000	$0
Amy Halperin Wood (Vice Preside)	$15,000	$0

990-PF

Filed on July 18, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$220,310

Expenses

$85,117

Net Income

$135,193

Net Assets

$1,118,678

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,065	4.6%
Dividends	$10,863	4.9%
Sales of Assets	$43,844	19.9%
Other Income	$155,538	70.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,558	84.1%
Compensation of Officers*	$30,000	35.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,122,734
Total Liabilities	$4,056
Net Assets	$1,118,678

Compensation

Key Employees and Officers	Compensation	Other
Jonathan J Halperin (President)	$15,000	$0
Amy Halperin Wood (Vice Preside)	$15,000	$0

990-PF

Filed on Sept. 30, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

-$9,540

Expenses

$252,399

Net Income

-$261,939

Net Assets

$983,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,167
Dividends	$20,398
Sales of Assets	-$32,309
Other Income	$204

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,550	22.8%
Compensation of Officers*	$30,000	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$984,000
Total Liabilities	$515
Net Assets	$983,485

Compensation

Key Employees and Officers	Compensation	Other
Jonathan J Halperin (President)	$15,000	$0
Amy Halperin Wood (Vice Preside)	$15,000	$0

990-PF

Filed on Nov. 7, 2023

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

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$285,862

Expenses

$89,755

Net Income

$196,107

Net Assets

$1,214,203

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.0%
Dividends	$49,648	17.4%
Sales of Assets	$68,009	23.8%
Other Income	$168,179	58.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,755	90.0%
Compensation of Officers*	$30,000	33.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,214,203
Total Liabilities	$0
Net Assets	$1,214,203

Compensation

Key Employees and Officers	Compensation	Other
Jonathan J Halperin (President)	$15,000	$0
Amy Halperin Wood (Vice Preside)	$15,000	$0

990-PF

Filed on July 22, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$128,413

Expenses

$94,323

Net Income

$34,090

Net Assets

$1,018,095

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,654	7.5%
Sales of Assets	$118,759	92.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,024	75.3%
Compensation of Officers*	$30,000	31.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,018,096
Total Liabilities	$1
Net Assets	$1,018,095

Compensation

Key Employees and Officers	Compensation	Other
Jonathan J Halperin (President)	$15,000	$0
Amy Halperin Wood (Vice President)	$15,000	$0

990-PF

Filed on March 15, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$46,064

Expenses

$113,659

Net Income

-$67,595

Net Assets

$984,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,027	41.3%
Sales of Assets	$27,037	58.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,944	83.5%
Compensation of Officers*	$39,000	34.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$986,923
Total Liabilities	$2,917
Net Assets	$984,006

Compensation

Key Employees and Officers	Compensation	Other
Jonathan J Halperin (Vice President)	$19,500	$0
Amy Halperin Wood (Vice President)	$19,500	$0

990-PF

Filed on April 17, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$34,507

Expenses

$110,253

Net Income

-$75,746

Net Assets

$1,051,601

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,150	58.4%
Sales of Assets	$14,357	41.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,191	84.5%
Compensation of Officers*	$12,000	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,051,601
Total Liabilities	$0
Net Assets	$1,051,601

Compensation

Key Employees and Officers	Compensation	Other
Jonathan J Halperin (Vice President)	$6,000	$0
Amy Halperin Wood (Vice President)	$6,000	$0

990-PF

Filed on April 15, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$109,329

Expenses

$104,514

Net Income

$4,815

Net Assets

$1,127,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,650	21.6%
Sales of Assets	$85,679	78.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,134	82.4%
Compensation of Officers*	$24,000	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,127,357
Total Liabilities	$10
Net Assets	$1,127,347

Compensation

Key Employees and Officers	Compensation	Other
Jonathan J Halperin (Vice President)	$12,000	$0
Amy Halperin Wood (Vice President)	$12,000	$0

990-PF

Filed on March 19, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

-$101,551

Expenses

$86,447

Net Income

-$187,998

Net Assets

$1,122,532

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,668
Sales of Assets	-$116,219
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,023	77.5%
Compensation of Officers*	$24,000	27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,122,569
Total Liabilities	$37
Net Assets	$1,122,532

Compensation

Key Employees and Officers	Compensation	Other
Jonathan J Halperin (Vice President)	$12,000	$0
Amy Halperin Wood (Vice President)	$12,000	$0

990-PF

Filed on March 3, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$9,037

Expenses

$130,821

Net Income

-$121,784

Net Assets

$1,310,530

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,121	> 100%
Sales of Assets	-$8,084
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,125	79.6%
Compensation of Officers*	$24,000	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,313,285
Total Liabilities	$2,755
Net Assets	$1,310,530

Compensation

Key Employees and Officers	Compensation	Other
Amy Halperin Wood (President)	$12,000	$0
Jonathan J Halperin (Vice President)	$12,000	$0

990-PF

Filed on Feb. 15, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$272,188

Expenses

$125,226

Net Income

$146,962

Net Assets

$1,432,314

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33	0.0%
Dividends	$16,018	5.9%
Sales of Assets	$251,982	92.6%
Other Income	$4,155	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,390	81.0%
Compensation of Officers*	$24,000	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,435,520
Total Liabilities	$3,206
Net Assets	$1,432,314

Compensation

Key Employees and Officers	Compensation	Other
Amy Halperin Wood (President)	$12,000	$0
Jonathan J Halperin (Vice President)	$12,000	$0

990-PF

Filed on May 7, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$244,353

Expenses

$105,665

Net Income

$138,688

Net Assets

$1,285,352

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,880	0.8%
Interest Revenue	$15	0.0%
Dividends	$24,313	9.9%
Sales of Assets	$218,145	89.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,166	79.7%
Compensation of Officers*	$24,000	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,286,375
Total Liabilities	$1,023
Net Assets	$1,285,352

Compensation

Key Employees and Officers	Compensation	Other
Amy Halperin Wood (President)	$12,000	$0
Jonathan J Halperin (Vice President)	$12,000	$0

990-PF

Filed on Sept. 28, 2015

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

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Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2012

Revenue

$137,884

Expenses

$120,489

Net Income

$17,395

Net Assets

$1,146,664

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,120	16.0%
Sales of Assets	$115,764	84.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,816	85.3%
Compensation of Officers*	$30,000	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,147,847
Total Liabilities	$1,183
Net Assets	$1,146,664

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$29,789

Expenses

$86,854

Net Income

-$57,065

Net Assets

$1,129,268

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,574	48.9%
Sales of Assets	$14,674	49.3%
Other Income	$541	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,156	81.9%
Compensation of Officers*	$6,000	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,129,269
Total Liabilities	$1
Net Assets	$1,129,268

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2010

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 Dec.
2009

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

PDF (2 of 2)

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What Is This Data?

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.

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Marcus Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $135k (2024)

Expenses $91.8k (2024)

Total Assets $1.18M (2024)

Total Liabilities $15.4k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$135k (2024)

Expenses

$91.8k (2024)

Total Assets

$1.18M (2024)

Total Liabilities

$15.4k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009