Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
ANNE AND PAUL MARCUS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)260 FRANKLIN STREET NO 6TH FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

01-6220476
B Telephone number (see instructions)

(617) 556-5200
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,463,969J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 300,274
2 Check bullet.............
3 Interest on savings and temporary cash investments 4,607 4,607 4,607
4 Dividends and interest from securities... 50,373 50,373 50,373
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -23,827
b Gross sales price for all assets on line 6a 999,061
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 58 58 58
12 Total. Add lines 1 through 11........ 331,485 55,038 55,038
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,660 1,830 1,830 1,830
c Other professional fees (attach schedule).... Click to see attachment 133,758 0 0 133,758
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,000 2,000 2,000 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,317 329 329 3,988
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 143,735 4,159 4,159 139,576
25 Contributions, gifts, grants paid....... 1,339,510 1,339,510
26 Total expenses and disbursements. Add lines 24 and 25 1,483,245 4,159 4,159 1,479,086
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,151,760
b Net investment income (if negative, enter -0-) 50,879
c Adjusted net income (if negative, enter -0-)... 50,879
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 529,737    
3 Accounts receivable bullet1,330
Less: allowance for doubtful accounts bullet   485 1,330 1,330
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   100,000 Click to see attachment0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,042,267 Click to see attachment1,515,829 1,462,639
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 996,430 0 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,668,919 1,517,159 1,463,969
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 2,668,919 1,517,159
30 Total net assets or fund balances (see instructions)..... 2,668,919 1,517,159
31 Total liabilities and net assets/fund balances (see instructions). 2,668,919 1,517,159
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,668,919
2
Enter amount from Part I, line 27a .....................
2
-1,151,760
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,517,159
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,517,159
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a DOUBLELINE TOTAL RETURN BOND FD CL I      
b LOOMIS SAYLES INVST GRADE BOND CL Y      
c MFS EMERGING MARKETSDEBT FUND CL I      
d PIMCO EMERGING MARKETS CY CL D      
e PUTNAM SHOR DURATION INCOME CL Y      
OSTERWEIS STRATEGIC INCOME FD      
DOUBLELINE TOTAL RETURN BOND FD CL I      
LOOMIS SAYLES INVST GRADE BOND CL Y      
MFS EMERGING MARKETSDEBT FUND CL I      
PIMCO EMERGING MARKETS CY CL D      
OSTERWEIS STRATEGIC INCOME FD      
DOUBLELINE TOTAL RETURN BOND FD CL I      
SPDR GOLD TR GOLD SHS GLD      
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,665   6,756 -91
b 983   991 -8
c 508   519 -11
d 245   238 7
e 589,910   590,017 -107
7,349   7,349 0
45,687   49,078 -3,391
24,643   27,267 -2,624
10,970   11,329 -359
9,414   9,723 -309
192,621   181,312 11,309
94,289   102,828 -8,539
15,728   21,741 -6,013
49     49
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -91
b       -8
c       -11
d       7
e       -107
      0
      -3,391
      -2,624
      -359
      -309
      11,309
      -8,539
      -6,013
      49
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -10,087
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -210
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,811,137 2,577,037 0.702798
2016 1,645,776 2,157,785 0.762715
2015 1,546,681 3,286,242 0.470653
2014 734,435 3,177,064 0.231168
2013 621,543 2,973,115 0.209054
2
Total of line 1, column (d) .....................
2
2.376388
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.475278
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,805,122
5
Multiply line 4 by line 3......................
5
857,935
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
509
7
Add lines 5 and 6........................
7
858,444
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,479,086
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 509
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 509
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 509
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,340
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,340
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,831
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet3,831 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE CORPORATION Telephone no.bullet (617) 556-5200

    Located atbullet260 FRANKLIN STREET NO 6TH FLBOSTONMA ZIP+4bullet02110
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ANNE P MARCUS TRUSTEE
    8.00     		0 0 0
    77 HEATH STREET
    BROOKLINE,MA02445
    PAUL R MARCUS TRUSTEE
    2.00     		0 0 0
    77 HEATH STREET
    BROOKLINE,MA02445
    RICHARD R RUDMAN TRUSTEE
    0.00     		0 0 0
    DLA PIPER 33 ARCH STREET
    BOSTON,MA02110
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    RICKI MEYER JD ED M CONSULTANT ON DISABILITY PROJECTS 80,250
    15 SELDEN STREET
    WABAN,MA02468
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 CONSULTING ON SUPPORT FOR FAMILIES CARING FOR CHILDREN OR ADULTS WITH DISABILITIES AND HELPING FAMILIES TO ACCESS THE RESOURCES NEEDED TO ACCESS INFORMATION AND PROVIDE CARE FOR FAMILY MEMBERS WITH NEURODEVELOPMENTAL, INTELLECTUAL PHYSICAL AND LEARNING DISABILITIES. 129,258
    2 ADVISE FOUNDATION ON NEURODISORDER SYMPOSIUM, DISABILITY PROJECTS AND FAMILY SUPPORT FOR SYMPOSIUM. 4,500
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,488,614
    b
    Average of monthly cash balances.......................
    1b
    343,997
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,832,611
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,832,611
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    27,489
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,805,122
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    90,256
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,479,086
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,479,086
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    509
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,478,577
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$  
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
    50,879 20,186 1,101 5,150 77,316
    b 85% of line 2a ......... 43,247 17,158 936 4,378 65,719
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		1,479,086 1,814,662 1,646,583 1,546,681 6,487,012
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		1,345,325 1,663,499 1,572,493 1,452,702 6,034,019
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		133,761 151,163 74,090 93,979 452,993
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		60,171 85,901 71,926 109,541 327,539
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ANNE P MARCUS
    PAUL R MARCUS
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    PAUL R MARCUS
    260 FRANKLIN STREET
    BOSTON,MA02110
    (617) 556-5200
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER OUTLINING NEED AND USE OF FUNDS
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION FAVORS PROGRAMS BENEFITING CHILDREN
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ANNE P MARCUS
    260 FRANKLIN STREET
    BOSTON,MA02110
    (617) 556-5200
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER OUTLINING NEED AND USE OF FUNDS
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION FAVORS PROGRAMS BENEFITING CHILDREN
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    MAKE A DIFFERENCE WORKS
    16142 RUDGEWICK LANE
    SPRING,TX77379     		NONE PC UNRESTRICTED 2,500
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    600 MEMORIAL DRIVE W98-200
    CAMBRIDGE,MA02139     		NONE PC SETH ALEXANDER SCHOLORSHIP FUND 250,000
    KISORO CHILDREN'S FOUNDATION
    17 HOLLY AVENUE
    CAMBRIDGE,MA02138     		NONE PC UNRESTRICTED 10,000
    DANA FARBER MARATHON CHALLANGE
    111 SPEEN STREET
    FRAMINHAM,MA01701     		NONE PC UNRESTRICTED 500
    JEWISH FAMILY & CHILDREN'S SERVICE
    1430 MAIN STREET
    WALTHAM,MA02451     		NONE PC 2017 & 2018 BREAKFAST SPONSORSHIP 10,000
    BETH ISRAEL DECONESS HOSPITAL - NEEDHAM
    148 CHESTNUT STREET
    NEEDHAM,MA02492     		NONE PC UNRESTRICTED 250
    BOSTON'S ARTS ACADEMY FOUNDATION
    174 IPSWICH STREET
    BOSTON,MA02215     		NONE PC 20TH NNIVERSARY CELEBRATION 20TH ANNIVERSARY CELEBRATION 2,500
    DANA FARBER MARATHON CHALLANGE
    450 BROOKLINE AVENUE
    BOSTON,MA02215     		NONE PC UNRESTRICTED 250
    THE ANGEL FUND FOR ALS RESEARCH
    649 MAIN STREET
    WAKEFIELD,MA01880     		NONE PC UNRESTRICTED 250
    ADAPTIVE SPORTS CENTER
    PO BOX 1639
    CRESTED BUTTE,CO81224     		NONE PC UNRESTRICTED 1,000
    CONCORD ACADEMY
    166 MAIN STREET
    CONCORD,MA01742     		NONE PC GLOBAL ONLINE ACADEMY 70,000
    BEST BUDDIES CHALENGE
    529 MAIN STREET SUITE 202
    BOSTON,MA02129     		NONE PC UNRESTRICTED 1,250
    SQUASHBUSTERS
    795 COLUMBUS AVENUE
    ROXBURY,MA02120     		NONE PC UNRESTRICTED 250
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    77 MASSACHUSETTS AVE BUILDING 4-204
    CAMBRIDGE,MA02139     		NONE PC UNRESTRICTED UNRESTRICTED 370,000
    FROM THE TOP
    140 CLARENDON ST
    BOSTON,MA02116     		NONE PC UNRESTRICTED 2,500
    YOUTH VILLAGES
    400 WEST CUMMINGS PARKSTE 5200
    WOBURN,MA01801     		NONE PC UNRESTRICTED 2,500
    PARK SCHOOL CORPORATION
    171 GODDARD AVENUE
    BROOKLINE,MA02445     		NONE PC SUMMER AT PARK 12,000
    COTTING SCHOOL
    453 CONCORD AVENUE
    LEXINGTON,MA02421     		NONE PC UNRESTRICTED 10,000
    THE BIRCHES SCHOOL
    PO BOX 237
    LINCOLN,MA01773     		NONE PC UNRESTRICTED 2,500
    ISABELLE STUART GARNER MUSEUM
    25 EVANS WAY
    BOSTON,MA02115     		NONE PC UNRESTRICTED 2,500
    BRIDGE BOSTON CHARTER SCHOOL
    5453 WARREN STREET
    ROXBURY,MA02119     		NONE PC UNRESTRICTED 4,500
    SEAL LEGACY FOUNDATION
    2525 WALLINGWOOD DR BUILDING 1STE
    214
    AUSTIN,MA78746     		NONE PC UNRESTRICTED 1,500
    BOSTON EXPLORERS
    72 MONTGOMERY STREET
    BOSTON,MA02116     		NONE PC UNRESTRICTED 3,500
    MASSACHUSETTS WONDERFUND INC
    600 WASHINTON STREET 6TH FLOOR
    BOSTON,MA02111     		NONE PC UNRESTRICTED 10,000
    PAN MASS CHALLENGE
    77 FOURTH STREET
    NEEDHAM,MA02494     		NONE PC UNRESTRICTED 4,250
    RODMAN RIDE FOR KIDS
    10 LINCOLN ROAD 208
    FOXBOROUGH,MA02065     		NONE PC UNRESTRICTED 3,000
    DANA FARBER
    450 BROOKLINE AVENUE
    BOSTON,MA02215     		NONE PC UNRESTRICTED 750
    EMERALD NECKLACE CONSERVANCY
    125 FENWAY
    BOSTON,MA02115     		NONE PC UNRESTRICTED 5,000
    BOSTON CHILDREN'S HOSPITAL TRUST
    401 PARK DRIVE STE 602
    BOSTON,MA02215     		NONE PC 2018 NEURODEVELOPMENTAL DISORDERS SYMPOSIUM 20,510
    THE CHILDREN'S TRUST INC
    55 COURT STREET INC
    BOSTON,MA02108     		NONE PC RODMAN RIDE FOR KIDS 1,500
    OVERLOOK FOUNDATION
    36 UPPER OVERLOOK ROAD
    SUMMIT,NJ07902     		NONE PC ANDY BOVIN MEMORIAL FUND 3,000
    CHAPEL HAVEN INC
    1040 WHALLEY AVENUE
    NEW HAVEN,CT06515     		NONE PC BOWL-A-THON 1,500
    MEDFIELD FOUNDATION
    PO BOX 745
    MEDFIELD,MA02052     		NONE PC ANGEL RUN 2018 250
    YMCA CHILDREN'S FUND UNIFIED BENEFITS & SERVICES
    320 METAIRIE HAMMOND HWY STE 321
    METAIRIE,LA70005     		NONE PC UNRESTRICTED 1,500
    MCGOVERN INSTITUTE FOR BRAIN RESEARCH AT MIT
    77 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02138     		NONE PC UNRESTRICTED 1,500
    CHAPEL HAVEN INC
    1040 WHALLEY AVENUE
    NEW HAVEN,CT06515     		NONE PC ANNUAL FUND 5,000
    ST NICHOLAS CENTER FOR CHILDREN
    2519 RYAN STREET
    LAKE CHARLES,LA70601     		NONE PC UNRESTRICTED 1,000
    ST PETER'S EPISCOPAL CHURCH
    59 MAIN STREET
    CHESHIRE,CT06410     		NONE PC UNRESTRICTED 500
    COMMON IMPACT
    195 MONTAGUE STREET
    BROOKLYN,NY11201     		NONE PC UNRESTRICTED 10,000
    BRIDGE BOSTON FOUNDATION
    435 WARREN STREET
    ROXBURY,MA02119     		NONE PC UNRESTRICTED 10,000
    WGBH
    1 GUEST STREET
    BOSTON,MA02135     		NONE PC UNRESTRICTED 2,500
    MEDICARE INTERACTIVE
    266 WEST 37TH STREET
    NEW YORK,NY10018     		NONE PC UNRESTRICTED 2,500
    HARVARD UNIVERSITY FOR THE BENEFIT OF ALI
    14 STORY STREET SUITE 100
    CAMBRIDGE,MA02138     		NONE PC UNRESTRICTED 10,000
    BOSTON CHILDREN'S HOSPITAL
    300 LONGWOOD AVENUE FEGAN-8
    BOSTON,MA02115     		NONE PC DR GONZALEZ-HEYDRICH RESEARCH & CLINICAL PRACTICE 25,000
    MAKE A DIFFERENCE WORKS
    16142 RUDGEWICK LANE
    SPRING,TX77379     		NONE PC UNRESTRICTED 2,500
    FII-BOSTON
    PO BOX 71363
    OAKLAND,CA94612     		NONE PC UNRESTRICTED 2,500
    EXCEPTIONAL LIVES
    77 HEATH STREET
    BROOKLINE,MA02445     		NONE PC UNRESTRICTED 375,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    77 MASSACHUSETTS AVE BUILDING 4-204
    CAMBRIDGE,MA02139     		NONE PC DICARLO DISCRETIONARY - MCGOVERN 40,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    77 MASSACHUSETTS AVE BUILDING 4-204
    CAMBRIDGE,MA02139     		NONE PC PARTNERSHIP WITH NEW PROFIT 40,000
    Total .................................bullet 3a 1,339,510
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 4,607  
    4 Dividends and interest from securities....     14 50,373  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 58  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -161 -23,666
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 54,877 -23,666
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    31,211
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    3 INTEREST ON FOUNDATION ENDOWMENT
    4 DIVIDENDS ON FOUNDATION ENDOWMENT
    8 GAINS ON TRADING OF FOUNDATION SECURITIES
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    ANNE AND PAUL MARCUS FAMILY FOUNDATION
     
    Employer identification number

    01-6220476
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    ANNE AND PAUL MARCUS FAMILY FOUNDATION
          		Employer identification number
    01-6220476
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ANNE AND PAUL MARCUS  
    77 HEATH STREET
     
    BROOKLINE, MA02445

    		$ 300,274


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    ANNE AND PAUL MARCUS FAMILY FOUNDATION
          		Employer identification number

    01-6220476
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MARKETABLE SECURITIES - STOCKS $ 300,274 2018-12-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    ANNE AND PAUL MARCUS FAMILY FOUNDATION
          		Employer identification number

    01-6220476
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    ANNE AND PAUL MARCUS FAMILY FOUNDATION
    EIN:
    01-6220476
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,660 1,830 1,830 1,830

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ANNE AND PAUL MARCUS FAMILY FOUNDATION
    EIN:
    01-6220476
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FIDELITY INVESTMENTS 1,515,829 1,462,639

    TY 2018 OtherExpensesSchedule
    Name:
    ANNE AND PAUL MARCUS FAMILY FOUNDATION
    EIN:
    01-6220476
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 500 0 0 500
    ADMINISTRATIVE EXPENSE 658 329 329 329
    TRAVEL 835 0 0 835
    MEETING EXPENSES 2,324 0 0 2,324


    TY 2018 OtherIncomeSchedule2
    Name:
    ANNE AND PAUL MARCUS FAMILY FOUNDATION
    EIN:
    01-6220476
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SEC SETTLEMENT 58 58 58


    TY 2018 OtherNotesLoansRcvblShortSch2
    Name:
    ANNE AND PAUL MARCUS FAMILY FOUNDATION
    EIN:
    01-6220476
    Name of 501(c)(3) Organization Balance Due
    VANDERBUILT UNIVERSITY
          		0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    ANNE AND PAUL MARCUS FAMILY FOUNDATION
    EIN:
    01-6220476
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTANTS 133,758 0 0 133,758


    TY 2018 SubstantialContributorsSch
    Name:
    ANNE AND PAUL MARCUS FAMILY FOUNDATION
    EIN:
    01-6220476
    Name Address
    PAUL AND ANNE MARCUS 77 HEATH STREET
    BROOKLINE,MA02445


    TY 2018 TaxesSchedule
    Name:
    ANNE AND PAUL MARCUS FAMILY FOUNDATION
    EIN:
    01-6220476
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 2,000 2,000 2,000 0