Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE MARCUS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1266 W PACES FERRY RD 615
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30327
A Employer identification number

58-1815651
B Telephone number (see instructions)

(404) 240-7700
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$366,827,569
J 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) 538,642,545
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,465,292 3,206,588  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,820,684
b Gross sales price for all assets on line 6a 151,995,338
7 Capital gain net income (from Part IV, line 2)... 142,044,991
8 Net short-term capital gain.........  
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)....... 5,509 5,509  
12 Total. Add lines 1 through 11........ 547,934,030 145,257,088  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,201,601 120,160   1,081,441
14 Other employee salaries and wages...... 1,849,008 184,901   1,664,107
15 Pension plans, employee benefits....... 774,084 77,408   696,676
16a Legal fees (attach schedule)......... 140,073 0   140,073
b Accounting fees (attach schedule)....... 65,430 32,715   32,715
c Other professional fees (attach schedule).... 247,928 171,268   76,660
17 Interest............... 25,528,388 0   25,528,388
18 Taxes (attach schedule) (see instructions)... 2,170,359 14,640   144,219
19 Depreciation (attach schedule) and depletion... 6,840 0  
20 Occupancy.............. 756,422 75,642   680,780
21 Travel, conferences, and meetings....... 345,686 0   345,686
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,079,885 46,615   1,033,270
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,165,704 723,349   31,424,015
25 Contributions, gifts, grants paid....... 227,455,181 227,455,181
26 Total expenses and disbursements. Add lines 24 and 25 261,620,885 723,349   258,879,196
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 286,313,145
b Net investment income (if negative, enter -0-) 144,533,739
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 1,291,834 15,508,662 15,508,662
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow   10,274,168 Click to see attachment
List of Attached Documents:
// Content
0
0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 80,977 80,977 80,977
10a Investments—U.S. and state government obligations (attach schedule) 963,119 0 0
b Investments—corporate stock (attach schedule)....... 47,709,591 Click to see attachment
List of Attached Documents:
// Content
272,173,365
272,173,365
c Investments—corporate bonds (attach schedule)....... 286,908 0 0
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 40,624,435 Click to see attachment
List of Attached Documents:
// Content
76,657,262
76,657,262
14 Land, buildings, and equipment: basis right arrow2,286,231
Less: accumulated depreciation (attach schedule) right arrow1,698,336 594,732 Click to see attachment
List of Attached Documents:
// Content
587,895
587,895
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,147,532
Click to see attachment
List of Attached Documents:
// Content
1,819,408
Click to see attachment
List of Attached Documents:
// Content
1,819,408
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 103,973,296 366,827,569 366,827,569
Liabilities 17 Accounts payable and accrued expenses.......... 66,529 13,759
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 424,673,480 Click to see attachment
List of Attached Documents:
// Content
422,673,480
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,049,822
Click to see attachment
List of Attached Documents:
// Content
2,445,568
23 Total liabilities (add lines 17 through 22)......... 427,789,831 425,132,807
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... -323,816,535 -58,305,238
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... -323,816,535 -58,305,238
30 Total liabilities and net assets/fund balances (see instructions). 103,973,296 366,827,569
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
-323,816,535
2
Enter amount from Part I, line 27a .....................
2
286,313,145
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
31,333
4
Add lines 1, 2, and 3 ..........................
4
-37,472,057
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
20,833,181
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
-58,305,238
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES P    
b PASS-THRU FROM K-1 INVESTMENTS P    
c PASS-THRU UBI FROM K-1 INVESTMENTS P    
d CAPITAL GAINS DIVIDENDS P    
e
(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 150,375,775   9,689,254 140,686,521
b 1,292,598     1,292,598
c 261,093   261,093 0
d 65,872     65,872
e
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       140,686,521
b       1,292,598
c       0
d       65,872
e
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 2 142,044,991
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  
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,009,019
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 2,009,019
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 2,009,019
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,016,405
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,009,019
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowGA
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowDOUGLAS P DINAPOLI Telephone no.right arrow (404) 240-7700

Located atright arrow1266 W PACES FERRY RD 615ATLANTAGA ZIP+4right arrow30327
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
BERNARD MARCUS FORMER CHAIRMAN
10.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
KEN LANGONE DIRECTOR
2.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
DOUG HERTZ DIRECTOR
2.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
DOUGLAS P DINAPOLI CHIEF FINANCIAL OFFICER
10.00
107,531 22,599 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
FREDERICK MARCUS DIRECTOR
10.00
50,076 45,556 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
FREDERICK SLAGLE FORMER SEC/TREASURER
5.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
JAMES GRIEN DIRECTOR
2.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
JAY KAIMAN DIRECTOR AND PRESIDENT
40.00
570,048 103,445 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
LARRY SMITH DIRECTOR
2.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30339
MICHAEL LEVEN DIRECTOR
2.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
MICHAEL MORRIS DIRECTOR
10.00
50,039 35,379 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
FRANK BLAKE DIRECTOR AND CHAIRMAN
20.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
RENAY BLUMENTHAL VICE PRESIDENT
40.00
423,907 65,806 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
TINA PRICE DIRECTOR
2.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
TONY GELBART DIRECTOR
2.00
0 0 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
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
MEDICAL DIRECTOR MEDICAL DIRECTOR
40.00
839,035 156,370 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
PROG OFFICER PROG OFFICER
40.00
247,304 78,813 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
PROG OFFICER PROG OFFICER
40.00
240,362 77,616 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
PROG OFFICER PROG OFFICER
40.00
112,573 57,480 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
EXCECUTIVE ASSISTANT EXCECUTIVE ASSISTANT
40.00
98,327 32,101 0
1266 W PACES FERRY RD 615
ATLANTA,GA30327
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
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
GOODWIN PROCTER LLP LEGAL SERVICE 138,773
100 NORTHERN AVENUE
BOSTON,MA02210
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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  
2  
3  
4  
Part VIII-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.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
121,507,595
b
Average of monthly cash balances.......................
1b
4,659,672
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
126,167,267
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
126,167,267
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,892,509
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
124,274,758
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,213,738
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
6,213,738
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,009,019
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
62,354
c
Add lines 2a and 2b............................
2c
2,071,373
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,142,365
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,142,365
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,142,365
Part XI
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
258,879,196
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
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 XII, line 4. .......
4
258,879,196
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 4,142,365
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 12,153,780
b From 2020...... 8,074,267
c From 2021...... 37,873,974
d From 2022...... 75,186,987
e From 2023...... 27,284,449
f Total of lines 3a through e ........ 160,573,457
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 258,879,196
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 4,142,365
e Remaining amount distributed out of corpus 254,736,831
5 Excess distributions carryover applied to 2024. 0 0
(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 5 415,310,288
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
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......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
0
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) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
12,153,780
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
403,156,508
10 Analysis of line 9:
a Excess from 2020.... 8,074,267
b Excess from 2021.... 37,873,974
c Excess from 2022.... 75,186,987
d Excess from 2023.... 27,284,449
e Excess from 2024.... 254,736,831
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
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) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
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).)
BERNARD 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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
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

ISRAEL EMERGENCY ALLIANCE DBA ALUMS FOR CAMPUS FAIRNESS

165 EAST 56TH ST 2ND FLOOR
NEW YORK,NY10022
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 510,000

JEFFERSON COUNCIL

108 BERKSHIRE RD
RICHMOND,VA23221
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 100,000

JEWBELONG

PO BOX 3013 MEMORIAL STATION
UPPER MONTCLAIR,NJ07043
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 300,000

JEWISH CHRISTIAN DISCOVERY CENTER

3810 GLASGOW RD
MARIETTA,GA30062
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 400,000

JEWISH COMMUNITY CENTERS OF NORTH AMERICA

520 8TH AVE 4TH FLOOR
NEW YORK,NY10018
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,500,000

JEWISH COMMUNITY LEGACY PROJECT

5256 WEATHERWOOD TRCE
MARIETTA,GA300681749
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 175,000

JEWISH EDUCATION CENTER OF SOUTH FLORIDA

500 NE SPANISH RIVER BLVD STE 15-16
BOCA RATON,FL33431
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 130,000

JEWISH EDUCATION PROJECT

520 8TH AVE 15TH FLOOR
NEW YORK,NY100186507
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 5,076,000

JEWISH FAMILY & CAREER SERVICES

4549 CHAMBLEE DUNWOODY ROAD
ATLANTA,GA303386210
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 719,000

JEWISH FAMILY SERVICES OF WNC INC

53 S BROAD AVE STE 100
ASHEVILLE,NC28801
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 50,000

JEWISH FEDERATION OF GREATER ATLANTA

1440 SPRING STREET
ATLANTA,GA303092832
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2,256,000

JEWISH FEDERATION OF SOUTH PALM BEACH

9901 DONNA KLEIN BLVD
BOCA RATON,FL334281756
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 650,000

JEWISH FEDERATIONS OF NORTH AMERICA

25 BROADWAY 17TH FLOOR
NEW YORK,NY10004
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 500,000

JEWISH FERTILITY FOUNDATION

2897 N DRUID HILLS ROAD SUITE 146
ATLANTA,GA30329
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 360,000

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET SUITE 900
NEW YORK,NY10001
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 338,500

JEWISH GRADUATE STUDENT INITIATIVE INC

1543 SOUTH CREST DR
LOS ANGELES,CA90035
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 250,000

JEWISH GRANDPARENTS NETWORK

PO BOX 566294
SANDY SPRINGS,GA31156
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 250,000

JEWISH HOMELIFE

3150 HOWELL MILL RD NW
ATLANTA,GA303272108
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 466,667

LEKOTEK OF GEORGIA

1901 MONTREAL RD SUITE 126
TUCKER,GA300845247
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 30,000

KIPP METRO ATLANTA SCHOOLS

1445 MAYNARD RD NW
ATLANTA,GA303311109
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,395,800

KENNESAW STATE UNIVERSITY RESEARCH AND SERVICE FOUNDATION

585 COBB AVENUE MAIL DROP 0111
KENNESAW,GA30144
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 400,000

KAVOD

820 S MONACO PKWY SUITE 234
DENVER,CO80224
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

JUNIOR ACHIEVEMENT USA

12320 ORACLE BLVD SUITE 310
COLORADO SPRINGS,CO80921
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 950,000

JSCREENORG

6 WOODROW RD
HANOVER,NH03755
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 1,620,000

JARC FLORIDA

21160 95TH AVE SOUTH
BOCA RATON,FL33428
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 500,000

JOHNNY MAC SOLDIERS FUND

42395 RYAN ROAD SUITE 112-242
ASHBURN,VA20148
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 100,000

JEWISH THEOLOGICAL SEMINARY OF AMERICA

3080 BROADWAY
NEW YORK,NY100274650
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 226,900

JEWISH NEWS SYNDICATE

831 BEACON STREET SUITE 272
NEWTON,MA02459
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 200,000

JEWISH NATIONAL FUND - USA

6065 ROSWELL ROAD SUITE 214
ATLANTA,GA30328
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 5,000

JEWISH KIDS GROUPS

675 PONCE DE LEON AVE
ATLANTA,GA30308
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,375,000

JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA

1101 14TH STREET NW SUITE 1030
WASHINGTON,DC200055635
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 592,000

JEWISH INSTITUTE FOR LIBERAL VALUES

PO BOX 9406
COLUMBUS,OH43209
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 200,000

JOB CREATORS NETWORK FOUNDATION

15455 N DALLAS PARKWAY SUITE 600
ADDISON,TX750016760
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 500,000

LOUIS D BRANDEIS CENTER

1717 PENNSYLVANIA AVENUE NW SUITE
1025
WASHINGTON,DC200063951
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 850,000

JAFCO

4200 NORTH UNIVERSITY DRIVE
SUNRISE,FL33351
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

JACK MILLER CENTER

3 BALA PLAZA WEST STE 401
BALA CYNWYD,PA19004
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

GEORGIA POLICE FOUNDATION

3198 SILVER LAKE DR NE
BROOKHAVEN,GA30319
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 25,000

GEORGIA RESEARCH ALLIANCE

270 PEACHTREE STREET SUITE 2200
ATLANTA,GA30303
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

GEORGIA STATE UNIVERSITY FOUNDATION - GEORGIA INTERNATIONAL LAW ENFORCEMENT

ONE PARK PLACE SUITE 533
ATLANTA,GA30303
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 185,000

GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION

58 EDGEWOOD AVENUE 3RD FLOOR
ATLANTA,GA303032921
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 980,000

GEORGIA TECH FOUNDATION

760 SPRING ST NW SUITE 400
ATLANTA,GA303081028
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,440,000

GEORGIA TECH RESEARCH CORPORATION

926 DALNEY STREET NW
ATLANTA,GA303320415
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,895,003

GRADY HEALTH FOUNDATION

191 PEACHTREE STREET SUITE 820
ATLANTA,GA303031755
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

GRATITUDE AMERICA

95528 SONOMA DR
FERNANDINA BEACH,FL32034
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 400,000

HAROLD GRINSPOON FOUNDATION

67 HUNT STREET SUITE 100
AGAWAM,MA010011913
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,000,000

HARVARD UNIVERSITY

300 LONGWOOD AVE
BOSTON,MA02115
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 976,800

HASBARA FELLOWSHIPS

228 PARK AVE S 94319
NEW YORK,NY10003
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

HEBREW AT THE CENTER

550 COCHITUATE RD EAST WING 4TH
FLOOR SUITE 25
FRAMINGHAM,MA017014600
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

HIGH MUSEUM OF ART

1280 PEACHTREE STREET NE
ATLANTA,GA30309
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 15,000

HILLEL FDN FOR JEWISH CAMPUS

800 8TH STREET NW
WASHINGTON,DC20001
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 10,575,000

HILLELS OF GEORGIA

1100 SPRING STREET NW SUITE 810
ATLANTA,GA30309
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,100,000

HONEYMOON ISRAEL FOUNDATION

2406 MT VERNON RD SUITE 130
DUNWOODY,GA30338
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 750,000

IAN'S FRIENDS FOUNDATION

855 MARSEILLES DRIVE
ATLANTA,GA303274343
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

ITREK

1460 BROADWAY
NEW YORK,NY100367329
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2,000,000

ISRAEL ON CAMPUS COALITION

PO BOX 34640
WASHINGTON,DC20043
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2,239,500

ZIONIST ORGANIZATION OF AMERICA

633 3RD AVENUE SUITE 31B
NEW YORK,NY100178165
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 500,000

INTERFAITHFAMILYCOM INC

190 NORTH MAIN STREET SUITE 203
NATICK,MA01760
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 700,000

INSTITUTE FOR SCIENCE AND INTERNATIONAL SECURITY

1717 K STREET SUITE 900
WASHINGTON,DC20006
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 300,000

INSTITUTE FOR JEWISH SPIRITUALITY

PO BOX 95000-2602
PHILADELPHIA,PA19195
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 50,000

JACOBS LADDER NEURODEVELOPMENTAL LEARNING CENTER INC

407 HARDSCRABBLE RD
ROSWELL,GA300751417
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 10,000

INSTITUTE FOR HUMANE STUDIES

VERNON SMITH HALL 1ST FLOOR 3434
WASHINGTON BOULEVARD
ARLINGTON,VA22201
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 500,000

INCOMMUNITY

3301 BUCKEYE RD SUITE 700
ATLANTA,GA303414236
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

IN THE CITY CAMPS

2897 NORTH DRUID HILLS ROAD SUITE
344
ATLANTA,GA303293807
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 325,000

IMPACTISRAEL

4340 EAST WEST HWY STE 202
BETHESDA,MD208144488
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,300,000

IMAGINATION PRODUCTIONS

11110 WEST OAKLAND PARK BOULEVARD
SUITE 288
SUNRISE,FL33351
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 350,000

IDI FOUNDATION INC

1266 W PACES FERRY RD NW STE 615
ATLANTA,GA30327
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 3,800,000

ICENTER THE

95 REVERE DRIVE SUITE D
NORTHBROOK,IL600621585
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2,787,333

INSTITUTE FOR CURRICULUM SERVICES

131 STEUART ST STE 205
SAN FRANCISCO,CA94105
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 137,500

MARCUS JEWISH COMMUNITY CENTER OF ATLANTA

5342 TILLY MILL RD
DUNWOODY,GA303384426
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 5,696,377

MARIST SCHOOL

3790 ASHFORD DUNWOODY RD NE
ATLANTA,GA30319
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 169,445

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE NE 49-31
CAMBRIDGE,MA02139
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 478,238

TEAM RED WHITE & BLUE

198 14TH STREET NW
ATLANTA,GA30318
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,500,000

TEAM RUBICON

214 MAIN STREET 354
EL SEGUNDO,CA902450000
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 500,000

TEMIMA HIGH SCHOOL

1839 LAVISTA RD NE
ATLANTA,GA303293819
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 75,000

TEMPLE THE

1589 PEACHTREE STREET NE
ATLANTA,GA303092524
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 360,000

TENEO NETWORK INC

512 W MLK JR BLVD STE 239
AUSTIN,TX78701
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 150,000

THE HOMER FUND

2455 PACES FERRY RD C-17
ATLANTA,GA30339
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 250,000

THE VANDENBERG COALITION

1301 K ST NW STE 300W
WASHINGTON,DC20005
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 200,000

THOMAS JEFFERSON UNIVERSITY HOSPITAL

925 CHESTNUT STREET SUITE 120
PHILADELPHIA,PA19107
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 6,140,364

TOGETHER WITH ISRAEL INC

134 N LA SALLE ST STE 1515
CHICAGO,IL606021167
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 500,000

TOMMY NOBIS CENTER

1480 BELLS FERRY RD
MARIETTA,GA300666014
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

TORAH DAY SCHOOL OF ATLANTA

1985 LAVISTA ROAD
ATLANTA,GA303293842
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 75,000

TRYBAL GATHERINGS

1867 BEACON STREET 2
BROOKLINE,MA02445
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 750,000

UGA FOUNDATION

110 E CLAYTON STREET STE 300
ATHENS,GA30602
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATIONN 33,000

UJA FEDERATION OF NEW YORK

130 EAST 59TH STREET
NEW YORK,NY10022
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 500,000

UNION FOR REFORM JUDAISM

633 3RD AVENUE 7TH FLOOR
NEW YORK,NY10017
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 75,000

UNITED STATES HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PL SW
WASHINGTON,DC200242126
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 730,000

UNITED WAY OF WEST FLORIDA

7100 PLANTATION RD STE 18
PENSACOLA,FL32504
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 5,000

YOUTH RENEWAL FUND

1460 BROADWAY
NEW YORK,NY10036
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 250,000

YOUNG JUDAEA

575 EIGHTH AVENUE 11TH FLOOR
NEW YORK,NY100183011
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 550,000

YESHIVA UNIVERSITY

500 WEST 185TH ST BELFER HALL 10TH
FLOOR
NEW YORK,NY10033
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 16,000

YESHIVA OHR YISRAEL OF ATLANTA

1458 HOLLY LANE NE
ATLANTA,GA303293553
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 75,000

YEHUDI

3790 ROYAL PALM AVE
MIAMI BEACH,FL331403942
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

YALE UNIVERSITY

333 CEDAR ST BOX 208052
NEW HAVEN,CT06520
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 2,640,000

TAMID GROUP

625 KENMOOR AVE SE STE 350 45052
GRAND RAPIDS,MI49546
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 250,000

WOODRUFF ARTS CENTER

1280 PEACHTREE STREET NE
ATLANTA,GA303093502
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 525,000

WARRIOR ALLIANCE THE

800 BATTERY AVE SE SUITE 130
ATLANTA,GA303395107
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 750,000

VENTURES ATL

201 ALLEN ROAD SUITE 406
ATLANTA,GA303284887
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 285,000

URJ HENRY S JACOBS CAMP

3863 MORRISON RD
UTICA,MS39175
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 75,000

UPSTART

1111 BROADWAY 3RD FLOOR
OAKLAND,CA946074139
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 300,000

UNIVERSITY OF TX MD ANDERSON CANCER

DEVELOPMENT OFFICE BOX 541
HOUSTON,TX770304009
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 6,183,361

UNIVERSITY OF CALIFORNIA LOS ANGELES

650 CHARLES YOUNG DR S 67-200 CHS
LOS ANGELES,CA90095
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 1,000,000

WEBER SCHOOL THE

6751 ROSWELL ROAD
ATLANTA,GA303282501
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 7,073,538

SUNRISE ASSOCIATION

11 NEIL COURT
OCEANSIDE,NY115725815
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,000,000

STORYCORPS

80 HANSON PLACE FLOOR 2
BROOKLYN,NY11217
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 500,000

SPIRIT OF AMERICA WORLDWIDE

3033 WILSON BOULEVARD SUITE 700
ARLINGTON,VA222013868
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2,000,000

PEF ISRAEL ENDOWMENT

630 THIRD AVE 15TH FLOOR
NEW YORK,NY10017
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 510,000

PASSAGES AMERICA ISRAEL

950 W BETHANY DR SUITE 300
ALLEN,TX75013
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,500,000

PARENTS DEFENDING EDUCATION

4532 LEE HWY 119
ATLINGTON,VA22207
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

ORIGINAL SIX FOUNDATION

PO BOX 2246
COLUMBIA,SC29202
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 200,000

OR HALEV CENTER FOR JEWISH SPIRITUALITY

440 N BARRANCA AVE 8404
COVINA,CA91723
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 250,000

NORMANDY INSTITUTE

2 FIFTH AVENUE APT 8M
NEW YORK,NY10011
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

PHILANTHROPY ROUNDTABLE

1120 20TH ST NW SUITE 550 SOUTH
WASHINGTON,DC200363580
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 300,000

NGO MONITOR

1121 N BETHLEHEM PIKE SUITE 60 PMB
225
SPRING HOUSE,PA194771102
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

NEFESH B'NEFESH

50 EISENHOWER DRIVE
PARAMUS,NJ076521429
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 5,921,025

NATIONAL JEWISH HEALTH

1400 JACKSON STREET
DENVER,CO802062761
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

NATIONAL CENTER FOR CIVIL & HUMAN RIGHTS

250 WILLIAMS ST STE 2322
ATLANTA,GA30303
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 100,000

MOMENTUM UNLIMITED

6101 EXECUTIVE BLVD SUITE 240
ROCKVILLE,MD208523953
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 500,000

MOISHE HOUSE

5802 MONROE ROAD
CHARLOTTE,NC28212
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 40,000

MISSION ROLL CALL

5808 NATOMA RD
CLOVER,SC29710
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 3,000,000

NERANENAH

1440 SPRING STREET NW
ATLANTA,GA30309
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 200,000

GEORGIA HISTORICAL SOCIETY

104 WEST GASTON ST
SAVANNAH,GA31401
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

PHILOS PROJECT THE

12 E 33RD STREET 2ND FLOOR
NEW YORK,NY100165092
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,000,000

PRAGERU

15021 VENTURA BLVD 552
SHERMAN OAKS,CA914032442
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 3,000,000

SOUTHEASTERN LEGAL FOUNDATION

560 W CROSSVILLE ROAD SUITE 104
ROSWELL,GA300757509
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 430,000

SLAM FOUNDATION

604 NW 12TH AVE
MIAMI,FL33136
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

SHEPHERD CENTER FOUNDATION

2020 PEACHTREE RD NW
ATLANTA,GA303091476
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 17,647,034

SHABBAT PROJECT INC

228 PARK AVE SOUTH NO 77191
NEW YORK,NY100031502
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,000,000

SCHWAB CHARITABLE FUND

PO BOX 2380
OMAHA,NE68103
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 75,000

SCHOLARS FOR PEACE IN THE MIDDLE EAST

19 MAPLE AVE
BALA CYNWYD,PA190043133
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,000,000

POINTS OF LIGHT FOUNDATION

101 MARIETTA ST NW STE 3100
ATLANTA,GA30303
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 50,000

SALVATION ARMY THE

1000 CENTER PLACE NW
NORCROSS,GA303292018
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 300,000

RAMAH DAROM

6400 POWERS FERRY RD
ATLANTA,GA303392907
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 320,000

QUALITY OF LIFE IN MEMORY OF NEUMAN

2330 EASTCHESTER CENTER FOR CANCER
CARE
BRONX,NY10469
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 125,000

PURPOSE BUILT SCHOOLS ATLANTA

1670 B W BICKERS DRIVE SE
ATLANTA,GA30315
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 833,333

PROJECT LEGACY

1227 44TH ST
BROOKLYN,NY11219
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 150,000

PRIZMAH CENTER FOR JEWISH DAY SCHOOLS

254 WEST 54 STREET 11TH FLOOR
NEW YORK,NY100195516
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

PRINCETON UNIVERSITY

PO BOX 0036-619 ALEXANDER RD STE
102
PRINCETON,NJ085406000
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 103,334

RAYMOND JAMES CHARITABLE FUND

880 CARILLON PKWY
ST PETERSBURG,FL33716
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 250,000

GEORGIA COMMISSION ON THE HOLOCAUST

6110 BLUE STONE ROAD
SANDY SPRINGS,GA30328
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 100,000

ZOO ATLANTA

800 CHEROKEE AVENUE SE
ATLANTA,GA303151470
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 500,000

GEORGIA CENTER FOR CIVIC ENGAGEMENT

PO BOX 3789
CARTERSVILLE,GA301201714
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 112,150

AREIVIM PHILANTHROPIC GROUP

729 7TH AVENUE 9TH FLOOR
NEW YORK,NY100196896
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 125,000

CHABAD INTOWN

730 PONCE DE LEON PLACE NE
ATLANTA,GA303064287
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 750,000

CHABAD LUBAVITCH OF COBB INC

4450 LOWER ROSWELL RD
MARIETTA,GA300681749
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 1,800

CHABAD OF NORTH FULTON

10180 JONES BRIDGE ROAD
ALPHARETTA,GA300225037
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 250,000

AMERICA'S WARRIOR PARTNERSHIP

1450 GREENE ST SUITE 135
AUGUSTA,GA30901
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

CHARTER SCHOOL GROWTH FUND

10901 W 120TH AVENUE SUITE 450
BROOMFIELD,CO800213434
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,000,000

CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION

1575 NORTHEAST EXPRESSWAY
BROOKHAVEN,GA30329
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 9,396,848

AMERICAN JEWISH COMMITTEE

165 E 56TH ST
NEW YORK,NY100222709
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 60,000

CITIZENS FOR NATIONAL SECURITY

4530 HAZLETON LANE
LAKE WORTH,FL33449
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY

PO BOX 2260 ATTN PAYROLL BENEFITS
TEMPE,AZ852810000
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 229,667

AMERICAN ISRAEL EDUCATION FOUNDATION

251 H STREET NW
WASHINGTON,DC200012604
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,000,000

CLUB Z

1055 RIVERTON DR
SAN CARLOS,CA94070
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

BIRTHRIGHT ISRAEL FOUNDATION

711 THIRD AVENUE 10TH FLOOR
NEW YORK,NY100174158
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2,087,500

COLLEGE AIM

825 VIRGINIA PARK CIRCLE NE
ATLANTA,GA30306
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 100,000

AMERICAN FRIENDS OF ELI

PO BOX 12
MERION STATION,PA19066
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 1,500

CONGREGATION SHEARITH ISRAEL

1180 UNIVERSITY DR NE
ATLANTA,GA30306
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

CONSTRUCTION EDUCATION FND OF GA INC

1940 THE EXCHANGE SE SUITE 200
ATLANTA,GA30339
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 833,333

AMERICAN CANCER SOCIETY

250 WILLIAMS ST
ATLANTA,GA30303
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 25,000

CREATING CONNECTED COMMUNITIES

PO BOX 500247
ATLANTA,GA31150
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

AMERICA-ISRAEL CULTURAL FOUNDATION

178 COLUMBUS AVENUE PO BOX 237133
NEW YORK,NY10023
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 75,000

CITY OF HOPE

1500 DUARTE RD
DUARTE,CA910103012
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,277,980

ATLANTA BOTANICAL GARDEN

1345 PIEDMONT AVE NE
ATLANTA,GA303093366
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 25,000

CANDID

32 OLD SLIP 24TH FLOOR
NEW YORK,NY100050000
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

ATLANTA JEWISH ACADEMY

5200 NORTHLAND DRIVE
ATLANTA,GA303422008
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 75,000

BIG BROTHERS BIG SISTERS OF METRO ATLANTA

1382 PEACHTREE STREET NE
ATLANTA,GA303093248
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 650,000

BOCA RATON REGIONAL HOSPITAL FOUNDATION

745 MEADOWS ROAD
BOCA RATON,FL334862324
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 6,750,000

BOULDER CREST

33735 SNICKERSVILLE TURNPIKE
BLUEMONT,VA20135
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 483,000

BENS

1030 15TH STREET NW SUITE 200 EAST
WASHINGTON,DC20005
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 10,000

BE PRO BE PROUD GEORGIA

ONE INNOVATION WAY
WOODSTOCK,GA30188
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 300,000

BOUNDLESS ISRAEL

258 WARREN STREET
WALTHAM,MA024537021
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

BBYO

800 8TH STREET NW
WASHINGTON,DC200013724
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 850,000

BOYS & GIRLS CLUB OF METRO ATLANTA

100 EDGEWOOD AVENUE NE SUITE 700
ATLANTA,GA30303
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 250,000

BAYLOR COLLEGE OF MEDICINE

ONE BAYLOR PLAZA
HOUSTON,TX77030
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 1,000,000

AVALON NETWORK

1266 W PACES FERRY RD NW STE 225
ATLANTA,GA30327
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 13,400,000

BOYS TOWN JERUSALEM FOUNDATION OF AMERICA

110 HILLSIDE BLVD SUITE 14
LAKEWOOD,NJ08701
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2,500

AUTISM SPEAKS INC

1 EAST 33RD STREET 4TH FLOOR
NEW YORK,NY10016
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 100,000

BUCKHEAD SAFETY ALLIANCE

PO BOX 550047
ATLANTA,GA30355
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 50,000

GEORGIA CHARTER SCHOOLS ASSOCIATION LENOX CENTER

3355 LENOX ROAD SUITE 440
ATLANTA,GA30326
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 366,666

ATLANTA SCHOLARS KOLLEL

1959 LAVISTA ROAD NE
ATLANTA,GA303293842
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 225,000

CAMP COLEMAN

1580 SPALDING DRIVE
ATLANTA,GA30350
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 760,652

ATLANTA RONALD MCDONALD HOUSE CHARITIES

795 GATEWOOD RD NE
ATLANTA,GA30329
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,500,000

ATLANTA POLICE FOUNDATION

191 PEACHTREE STREET NE SUITE 191
ATLANTA,GA30303
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 500,000

CAMP JUDAEA

1440 SPRING ST NW
ATLANTA,GA303092832
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 75,000

ATLANTA JEWISH LIFE FOUNDATION

270 CARPENTER DR NE STE 320
ATLANTA,GA30328
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 40,000

ATLANTA JEWISH FILM FESTIVAL

2244 NORTHWEST PKWY SE
MARIETTA,GA30067
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

CYBERWELL

461 CENTRAL AVE
CEDARHURST,NY11516
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 300,000

DUKE UNIVERSITY

2200 W MAIN STREET SUITE 820
DURHAM,NC27278
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,264,643

BILL OF RIGHTS INSTITUTE

1310 NORTH COURTHOUSE ROAD SUITE
620
ARLINGTON,VA222012594
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 175,000

FOUNDATION FOR DEFENSE OF DEMOCRACIES

1800 M ST NW STE 800-S
WASHINGTON,DC200365876
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 5,750,000

FLORIDA EDUCATION FOUNDATION

325 WEST GAINES STREET SUITE 1524
TALLAHASSEE,FL323996533
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 2,500,000

FLORIDA ATLANTIC UNIVERSITY FOUNDATION

777 GLADES ROAD AD 295
BOCA RATON,FL33431
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,523,578

FIDF

1430 BROADWAY
NEW YORK,NY10118
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,383,000

FEDERALIST SOCIETY

1776 I STREET NW SUITE 300
WASHINGTON,DC200063774
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

FRIENDS OF OFANIM

1255 DRUMMERS LANE STE 200
WAYNE,PA19087
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 400,000

FREEDOM FOUNDATION

PO BOX 552
OLYMPIA,WA98507
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,250,000

FACE

37 NORTH ORANGE AVENUE NUMBER 500
ORLANDO,FL32801
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 750,000

EXVADE BIOSCIENCE

C/O NASSIR MOKARRAM 380A NORTHYARDS
BLVD NW
ATLANTA,GA30313
NONE EXPENDITURE RESPONSI TO SUPPORT RESEARCH FOR TECHNOLOGY USED IN REMOVAL OF CANCEROUS CELLS 1,207,333

EPSTEIN SCHOOL THE

335 COLEWOOD WAY
ATLANTA,GA303282956
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 135,000

ALFRED & ADELE DAVIS ACADEMY THE

8105 ROBERTS DRIVE
ATLANTA,GA303504120
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 75,000

70 FACES MEDIA

520 EIGHTH AVENUE 4TH FLOOR
NEW YORK,NY10018
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

FRIENDS OF ELNET

641 LEXINGTON AVENUE FL 20
NEW YORK,NY10022
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 150,000

FUENTE LATINA

7300 BISCAYNE BOULEVARD SUITE 200
MIAMI,FL331385182
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 250,000

FUND FOR AMERICAN STUDIES THE

1706 NEW HAMPSHIRE AVE NW SUITE 400
WASHINGTON,DC200092502
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 500,000

ENTER THE JEWISH PEOPLEHOOD ALLIANCE

249 ROYAL PALM WAY UITE 301G
PALM BEACH,FL334804333
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 250,000

FOUNDATION FOR JEWISH CAMP

253 WEST 35TH STREET 4TH FLOOR
NEW YORK,NY100011907
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 3,062,049

2SERVE TOGETHER

2603 MAITLAND CENTER PKWY
MAITLAND,FL32751
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 100,000

ALPHA EPSILON PI FOUNDATION

8815 WESLEYAN RD
INDIANAPOLIS,IN462681171
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 50,000

ADAMAH

5425 MT GILEAD ROAD
REISTERSTOWN,MD211364110
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

FOUNDATION FOR CULTURAL REVIEW INC

900 BROADWAY 602
NEW YORK,NY10003
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 50,000

GEORGIA AQUARIUM

225 BAKER STREET NW
ATLANTA,GA303131809
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 25,000

EIGHTEEN THE NOA TISHBY INSTITUTE

4208 OVERLAND AVE
CULVER CITY,CA90230
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 100,000

EMORY MEDICAL CARE FOUNDATION

1440 CLIFTON RD STE 400
ATLANTA,GA30332
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 3,519,161

ALEXANDER HAMILTON SOCIETY THE

1750 H ST NW SUITE 200
WASHINGTON,DC20006
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 200,000

ALGEMEINER THE

208 E 51ST ST 185
NEW YORK,NY10022
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 75,000

EMORY UNIVERSITY

201 DOWMAN DRIVE
ATLANTA,GA30322
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 14,154,769

AFSNC

40 WEST 57TH STREET 26TH FLOOR
NEW YORK,NY100194001
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,000,000

ENDOWMENT FOR MIDDLE EAST TRUTH

700 STONINGTON RD
SILVER SPRINGS,MD20902
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 100,000

4G44 ESPORTS INC

11871 E DEL TEBMRE DR
SCOTTSDALE,AZ85259
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECEIPIENT ORGANIZATION 825,000

3DE NATIONAL

3565 PIEDMONT ROAD NE BUILDING ONE
SUITE 460
ATLANTA,GA303058202
NONE 501(C)(3) TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 1,000,000
Total .................................right arrow 3a 227,455,181
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-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 ...........
         
4 Dividends and interest from securities ....     14 3,465,292  
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 5,509  
8 Gain or (loss) from sales of assets other than
inventory ............
523000 261,093 18 5,559,591  
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) .. 261,093 9,030,392 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
9,291,485
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE MARCUS FOUNDATION INC
 
Employer identification number

58-1815651
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE MARCUS FOUNDATION INC
 
Employer identification number
58-1815651
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
BERNARD MARCUS
1266 W PACES FERRY RD 615
 
ATLANTA, GA30327

$ 107,283,072


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
BERNARD MARCUS
1266 W PACES FERRY RD 615
 
ATLANTA, GA30327

$ 120,067,962


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
ESTATE OF BERNARD MARCUS
 
1266 W PACES FERRY RD 615
 
ATLANTA, GA30327

$ 294,000,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
ESTATE OF BERNARD MARCUS
 
1266 W PACES FERRY RD 615
 
ATLANTA, GA30327

$ 17,291,511


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE MARCUS FOUNDATION INC
 
Employer identification number

58-1815651
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
2
MARKETABLE SECURITIES $ 25,130,400 2024-07-08
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
MARKETABLE SECURITIES $ 6,113,540 2024-07-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
MARKETABLE SECURITIES $ 25,127,610 2024-08-06
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
MARKETABLE SECURITIES $ 25,414,900 2024-08-19
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
MARKETABLE SECURITIES $ 12,250,800 2024-10-04
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
OTHER INVESTMENTS $ 26,030,712 2024-10-01
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE MARCUS FOUNDATION INC
 
Employer identification number

58-1815651
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
3
MARKETABLE SECURITIES $ 294,000,000 2024-11-22
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE MARCUS FOUNDATION INC
 
Employer identification number

58-1815651
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 65,430 32,715   32,715

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TY 2024 DepreciationSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
OFFICE FURNITURE 2002-04-06 34,632 24,242 SL 7.000000000000 0 0    
OFFICE FURNITURE 2002-10-04 1,639 1,147 SL 7.000000000000 0 0    
OFFICE FURNITURE 2002-10-04 803 562 SL 7.000000000000 0 0    
OFFICE FURNITURE 2002-10-04 9,712 6,798 SL 7.000000000000 0 0    
OFFICE FURNITURE 2002-10-31 1,572 1,100 SL 7.000000000000 0 0    
BOARDROOM MATS 2003-01-29 2,410 1,687 SL 5.000000000000 0 0    
BOARDROOM FURNITURE 2003-01-31 36,924 25,847 SL 7.000000000000 0 0    
BOOKCASES 2003-03-31 1,405 983 SL 7.000000000000 0 0    
TABLES 2003-06-10 1,095 547 SL 7.000000000000 0 0    
ROLLING CART 2003-06-26 1,971 985 SL 7.000000000000 0 0    
BOARDROOM FURNITURE 2003-07-09 28,253 14,126 SL 7.000000000000 0 0    
BOARDROOM FURNITURE 2003-09-24 15,000 7,500 SL 7.000000000000 0 0    
LHI 2004-12-31 871,353 871,353 SL 11.000000000000 0 0    
OFFICE FURNITURE 2004-06-18 2,000 1,000 SL 7.000000000000 0 0    
OFFICE EQUIPMENT 2004-06-29 6,485 3,242 SL 7.000000000000 0 0    
OFFICE EQUIPMENT 2004-08-02 4,701 2,350 SL 7.000000000000 0 0    
CORP ENVIRONMENTS FURNITURE 2004-12-01 23,606 11,803 SL 7.000000000000 0 0    
BC GROUP FURNITURE 2004-12-20 15,597 7,798 SL 7.000000000000 0 0    
CHINA/FLATWARE 1999-01-21 2,082 2,082 SL 5.000000000000 0 0    
LHI 2004-12-31 271,044 271,044 SL 11.000000000000 0 0    
LHI 2005-06-01 29,501 29,501 SL 10.580000000000 0 0    
LHI 2005-12-31 54,490 54,490 SL 10.000000000000 0 0    
LHI 2005-12-31 32,168 32,168 SL 10.000000000000 0 0    
FURNITURE 2005-01-27 8,601 8,601 SL 7.000000000000 0 0    
FURNITURE 2005-02-09 620 620 SL 7.000000000000 0 0    
FURNITURE 2005-03-28 3,766 3,766 SL 7.000000000000 0 0    
FURNITURE 2005-04-04 21,638 21,638 SL 7.000000000000 0 0    
OFFICE EQUIPMENT 2005-04-18 12,768 12,768 SL 7.000000000000 0 0    
FURNITURE 2005-04-18 2,655 2,655 SL 7.000000000000 0 0    
OFFICE FURNISHINGS 2005-06-02 2,875 2,875 SL 7.000000000000 0 0    
FURNITURE 2005-06-15 35,143 35,143 SL 7.000000000000 0 0    
FURNITURE 2005-07-12 2,349 2,349 SL 7.000000000000 0 0    
FURNITURE 2005-08-23 13,951 13,951 SL 7.000000000000 0 0    
FURNISHINGS 2005-09-21 2,514 2,514 SL 7.000000000000 0 0    
FURNITURE - WORKSTATION 2006-08-30 4,871 4,871 SL 7.000000000000 0 0    
LHI 2006-09-07 70,012 47,977 SL 9.330000000000 0 0    
OFFICE FURNISHINGS 2017-03-31 5,369 5,178 SL 7.000000000000 191 0    
AVI SYSTEM OFFICE HUB 2021-08-23 30,353 14,671 SL 5.000000000000 6,071 0    
LHI 2021-12-31 53,001 14,966 SL 7.080000000000 7,483 0    
KITCHEN APPLIANCES 2022-05-02 7,907 2,635 SL 5.000000000000 1,581 0    
LHI 2022-12-31 39,086 3,909 SL 10.000000000000 3,909 0    
LHI - 3RD FLOOR - LOBBY BATHROOM 2022-02-24 76,710 18,961 SL 7.420000000000 10,342 0    
LHI - 3RD FLOOR - KITCHEN, CARPET, WINDOW TREATMENTS 2022-08-25 102,588 19,311 SL 7.080000000000 14,483 0    
LHI - 2ND FLOOR 2022-12-31 50,240 5,024 SL 10.000000000000 5,024 0    
LHI 2023-02-07 19,645 1,801 SL 10.000000000000 1,965 0    
LHI 2023-03-06 7,691 641 SL 10.000000000000 769 0    
LHI - 2ND FLOOR 2023-06-30 57,697 2,885 SL 10.000000000000 5,770 0    
LHI - 3RD FLOOR - CARPET, PAINT, OFFICE CONVERSION 2023-06-30 76,915 5,429 SL 7.080000000000 10,859 0    
AVI SYSTEMS UPGRADE BERNIE OFFICE & SMALL BRM 2023-05-01 22,997 3,066 SL 5.000000000000 4,599 0    
AVI SYSTEMS UPGRADE LARGE MF BOARDROOM 2023-12-20 83,070   SL 5.000000000000 16,614 0    
FURNITURE CORPORATE ENVIRONMENTS (2 NEW OFFICES) 2023-04-10 22,755 3,413 SL 5.000000000000 4,551 0    

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TY 2024 ExpenditureResponsibilityStmt
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
EXVADE BIOSCIENCE
 
380A NORTHYARDS BLVD NW
ATLANTA,GA30313
2024-08-29 1,945,624 FUNDS WILL BE USED TO SUPPORT CONTINUING RESEARCH WORK ON A TUMOR MONORAIL DEVICE (A MININALLY INVASIVE DRAIN TUMOR "EXVOSION" DEVICE). 256,851 NO FUNDS HAVE BEEN DIVERTED.   2025-07-31 ALL GRANT FUNDS WERE EXPENDED FOR MEDICAL RESEARCH PURPOSES AND THAT GRANT FUNDS WERE NOT USED TO ATTEMPT TO INFLUENCE LEGISLATION OR THE OUTCOME OF ANY SPECIFICPUBLIC ELECTION; TO CARRY ON, DIRECTLY OR INDIRECTLY, ANY VOTER REGISTRATION DRIVE; TO MAKE GRANTS TO INDIVIDUALS OR TO OTHER NONCHARITABLE ORGANIZATIONS OR UNDERTAKE ANY ACTIVITIES FOR A NON-CHARITABLE PURPOSE.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

TY 2024 InvestmentsCorpStockSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 272,173,365 272,173,365

TY 2024 InvestmentsOtherSchedule2
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OTHER INVESTMENTS FMV 76,657,262 76,657,262

TY 2024 LandEtcSchedule2
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE FURNITURE 34,632 34,632 0  
OFFICE FURNITURE 1,639 1,639 0  
OFFICE FURNITURE 803 803 0  
OFFICE FURNITURE 9,712 9,712 0  
OFFICE FURNITURE 1,572 1,572 0  
BOARDROOM MATS 2,410 2,410 0  
BOARDROOM FURNITURE 36,924 36,924 0  
BOOKCASES 1,405 1,405 0  
TABLES 1,095 1,095 0  
ROLLING CART 1,971 1,971 0  
BOARDROOM FURNITURE 28,253 28,253 0  
BOARDROOM FURNITURE 15,000 15,000 0  
LHI 871,353 871,353 0  
OFFICE FURNITURE 2,000 2,000 0  
OFFICE EQUIPMENT 6,485 6,485 0  
OFFICE EQUIPMENT 4,701 4,701 0  
CORP ENVIRONMENTS FURNITURE 23,606 23,606 0  
BC GROUP FURNITURE 15,597 15,597 0  
CHINA/FLATWARE 2,082 2,082 0  
LHI 271,044 271,044 0  
LHI 29,501 29,501 0  
LHI 54,490 54,490 0  
LHI 32,168 32,168 0  
FURNITURE 8,601 8,601 0  
FURNITURE 620 620 0  
FURNITURE 3,766 3,766 0  
FURNITURE 21,638 21,638 0  
OFFICE EQUIPMENT 12,768 12,768 0  
FURNITURE 2,655 2,655 0  
OFFICE FURNISHINGS 2,875 2,875 0  
FURNITURE 35,143 35,143 0  
FURNITURE 2,349 2,349 0  
FURNITURE 13,951 13,951 0  
FURNISHINGS 2,514 2,514 0  
FURNITURE - WORKSTATION 4,871 4,871 0  
LHI 70,012 47,977 22,035  
OFFICE FURNISHINGS 5,369 5,369 0  
AVI SYSTEM OFFICE HUB 30,353 20,742 9,611  
LHI 53,001 22,449 30,552  
KITCHEN APPLIANCES 7,907 4,216 3,691  
LHI 39,086 7,818 31,268  
LHI - 3RD FLOOR - LOBBY BATHROOM 76,710 29,303 47,407  
LHI - 3RD FLOOR - KITCHEN, CARPET, WINDOW TREATMENTS 102,588 33,794 68,794  
LHI - 2ND FLOOR 50,240 10,048 40,192  
LHI 19,645 3,766 15,879  
LHI 7,691 1,410 6,281  
LHI - 2ND FLOOR 57,697 8,655 49,042  
LHI - 3RD FLOOR - CARPET, PAINT, OFFICE CONVERSION 76,915 16,288 60,627  
AVI SYSTEMS UPGRADE BERNIE OFFICE & SMALL BRM 22,997 7,665 15,332  
AVI SYSTEMS UPGRADE LARGE MF BOARDROOM 83,070 16,614 66,456  
FURNITURE CORPORATE ENVIRONMENTS (2 NEW OFFICES) 22,755 7,964 14,791  


TY 2024 LegalFeesSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 140,073 0   140,073


TY 2024 MortgagesAndNotesPayableSch
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Total Mortgage Amount:  

Item No. 1
Lender's Name SUNTRUST BANK
Lender's Title  
Relationship to Insider NONE
Original Amount of Loan 140,000
Balance Due 422,673,480
Date of Note 2007-07
Maturity Date 2025-03
Repayment Terms REVOLVING, INTEREST AT SOFR+
Interest Rate 0.986000000000
Security Provided by Borrower PLEDGE OF HOME DEPOT STOCK
Purpose of Loan  
Description of Lender Consideration  
Consideration FMV  


TY 2024 OtherAssetsSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ROU ASSET - OPERATING LEASES 2,147,532 1,789,367 1,789,367
DUE FROM ESTATE 0 30,041 30,041


TY 2024 OtherDecreasesSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Description Amount
BOOK/TAX DIFFERENCES ON RECOGNITION OF K-1 INCOME 2,997,847
UNREALIZED APPRECIATION ON INVESTMENT PORTFOLIO 17,835,334


TY 2024 OtherExpensesSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMPUTER SUPPORT 250,103 25,010   225,093
DUES AND SUBSCRIPTIONS 16,848 0   16,848
EDUCATION & TRAINING 127,118 0   127,118
EQUIPMENT EXPENSE 9,340 934   8,406
INSURANCE 51,779 5,178   46,601
MISCELLANEOUS 654 0   654
OFFICE SUPPLIES AND EXPENSES 45,047 4,505   40,542
POSTAGE AND SHIPPING 2,497 0   2,497
PROGRAM RELATED EXPENSES 439,499 0   439,499
ADMINISTRATIVE EXPENSE 109,880 10,988   98,892
AUTO EXPENSE 18,193 0   18,193
BANK CHARGES 2,955 0   2,955
WEBSITE EXPENSE 5,972 0   5,972


TY 2024 OtherIncomeSchedule2
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS 5,509 5,509 5,509


TY 2024 OtherIncreasesSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Description Amount
BOOK/TAX DIFFERENCES ON ROU ASSETS 31,333


TY 2024 OtherLiabilitiesSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Description Beginning of Year - Book Value End of Year - Book Value
PAYABLE TO AFFILIATE 518,698 303,942
OPERATING LEASE LIABILITY - CURRENT PORTION 389,498 408,728
OPERATING LEASE LIABILITY, NET OF CURRENT PORTION 2,141,626 1,732,898


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TY 2024 OtherNotesLoansRcvblLongSch
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
EARLITEC DIAGNOSTICS INC   2,800,000 0 2020-03 2032-03 INTEREST BEARING, LINE OF CREDIT 800.0000000000 % CERTAIN ASSETS, INCLUDING INTELLECTUAL PROPERTY LINE OF CREDIT CERTAIN ASSETS, INCLUDING INTELLECTUAL PROPERTY 0

TY 2024 OtherProfessionalFeesSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 171,268 171,268   0
OTHER PROFESSIONAL FEES 76,660 0   76,660


TY 2024 TaxesSchedule
Name:
THE MARCUS FOUNDATION INC
EIN:
58-1815651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 2,011,500 0   0
OTHER TAX & LICENSES 12,458 0   12,458
PAYROLL TAX 146,401 14,640   131,761