Tr Uw Of Jacob R Marcus Fbo Nettie And Merle J Marcus Memorial
- Assets
- $4.4m
- Revenue
- $862.6k
- Investments
- $4.3m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 03/1998
- Data as of
- 12/2021
- EIN
- 31-6540485
Organization Overview
Tr Uw Of Jacob R Marcus Fbo Nettie And Merle J Marcus Memorial is located in Milwaukee, WI. The organization was established in 1998. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Tr Uw Of Jacob R Marcus Fbo Nettie And Merle J Marcus Memorial is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Tr Uw Of Jacob R Marcus Fbo Nettie And Merle J Marcus Memorial generated $862.6k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 50.6% each year . All expenses for the organization totaled $287.0k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $93,567 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $768,770 |
| Capital Gain Net Income | $768,770 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $231 |
| Total Revenue | $862,568 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $55,077 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $800 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $200 |
| Total operating and administrative expenses | $57,577 |
| Contributions, gifts, grants paid | $229,403 |
| Total expenses and disbursements | $286,980 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,052 |
| Savings and temporary cash investments | $131,904 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,181,466 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $1,553 |
| Total assets | $4,417,398 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Council Of Michigan Foundations Inc Grand Rapids, MI | $40,445,631 | $7,716,635 |
Baisley Powell Elebash Fund Chicago, IL | $3,511,586 | $1,251,006 |
Tr Uw Of Jacob R Marcus Fbo Nettie And Merle J Marcus Memorial Milwaukee, WI | $4,417,398 | $862,568 |
Vanderburgh Johnstone Foundation Tr 20304093 Chicago, IL | $3,054,383 | $255,950 |
Steve & Sarah Wheeler Charitable Tr 9371934800 Chicago, IL | $2,624,653 | $283,700 |
Edgar Wilson Charitable Trust Chicago, IL | $2,587,645 | $204,353 |
Pamela Bakken Foundation Minneapolis, MN | $1,325,966 | $66,513 |
Hospice Of Jackson Endowment Fund Jackson, MI | $2,816,221 | $145,830 |
William & Sarah Speck Trust Detroit, MI | $1,029,536 | $14,647 |
Caroline L Oaks Charitable Trust Chicago, IL | $685,072 | $65,329 |
Mt Zion Lutheran Church Foundation Sterling Heights, MI | $469,800 | $112,896 |
Sacred Family Causes Foundation Grosse Pointe, MI | $427,051 | $45,634 |