2024-04-04T19:27:26-05:00 2023-05-31 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-06-01 203081932 MARCUM FOUNDATION INC MARC 3059959600 1 SE 3RD AVENUE 1100 MIAMI FL 33131 SHAUN BLOGG PRESIDENT 3059959600 2024-04-04 1 SHAUN BLOGG 999009999 1 FRANK SMITH P00639053 2028225000 2024-04-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHAUN BLOGG 1 SE 3RD AVENUE 1100 MIAMI FL 33131 1368270 0 X WWW.MARCUMFOUNDATION.ORG X 2005 FL THE MARCUM FOUNDATION STRIVES TO BE A LEADING CONTRIBUTOR OF TIME & MONEY, AS A FULLY ENGAGED PARTNER, TO ORGANIZATIONS OFFERING FUNDAMENTAL HUMAN SERVICES TO CHILDREN IN OUR LOCAL COMMUNITIES.WE ENVISION A WORLD WHERE NO CHILD HAS TO WORRY ABOUT THEIR BASIC NEEDSEDUCATION, FOOD, HEALTHCARE AND GENERAL WELLBEING. BY MEETING THESE NEEDS, WE WILL ENSURE THAT ALL CHILDREN CAN WORRY LESS AND ACHIEVE MORE, AS THE FUTURE OF OUR COMMUNITY DEPENDS ON THE SUCCESS OF TODAY'S YOUTH AND YOUNG ADULTS. 5 5 0 6 0 0 1024448 1289178 0 0 0 0 37301 -8015 1061749 1281163 591306 525000 0 0 0 0 0 0 8881 5692 140160 596998 665160 464751 616003 1123634 1950130 11150 221643 1112484 1728487 X THE MARCUM FOUNDATION STRIVES TO BE A LEADING CONTRIBUTOR OF TIME & MONEY, AS A FULLY ENGAGED PARTNER, TO ORGANIZATIONS OFFERING FUNDAMENTAL HUMAN SERVICES TO CHILDREN IN OUR LOCAL COMMUNITIES.WE ENVISION A WORLD WHERE NO CHILD HAS TO WORRY ABOUT THEIR BASIC NEEDSEDUCATION, FOOD, HEALTHCARE AND GENERAL WELLBEING. BY MEETING THESE NEEDS, WE WILL ENSURE THAT ALL CHILDREN CAN WORRY LESS AND ACHIEVE MORE, AS THE FUTURE OF OUR COMMUNITY DEPENDS ON THE SUCCESS OF TODAY'S YOUTH AND YOUNG ADULTS. 0 0 548786 525000 THE FOUNDATION RAISES FUNDS AND VOLUNTEERS FOR SELECT CHARITIES THROUGH SPECIAL EVENTS, ASSOCIATE GIVING AND OTHER INITIATIVES--PROVIDING THE CRITICAL ASSISTANCE NEEDED FOR ORGANIZATIONS THAT OFFER ESSENTIAL SERVICES IN THESE FOUR CATEGORIES:-HEALTH & SAFETY-EDUCATION & SELF-ESTEEM-FOOD & SHELTER-FAMILY & WELLBEING 548786 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 CA CT FL IL ME MA NJ NY PA RI TN X MARCUM LLP 3059959600 1 SE 3RD AVENUE 1100 MIAMI FL 33131 X SHAUN BLOGG BOARD CHAIRMAN 2.00 40.00 X X 0 0 0 MARC BRESLOW VICE PRESIDENT 1.00 40.00 X X 0 0 0 MICHAEL NOVAK VICE PRESIDENT 1.00 40.00 X X 0 0 0 ILYSSA BLUM SECRETARY 1.00 40.00 X X 0 0 0 JANA ARISTIZABAL TREASURER 1.00 40.00 X X 0 0 0 TRACY A WEINER EXECUTIVE DIRECTOR 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 187083 449681 652414 1289178 79092 187083 87107 -8015 -8015 1281163 0 0 -8015 X 525000 525000 14419 2590 10862 967 112820 20267 84986 7567 7749 7749 STATE FILING FEES 5172 929 3896 347 665160 548786 107493 8881 922356 1782900 201278 128522 0 38708 1123634 1950130 720 67238 0 154405 10430 0 11150 221643 X 1084445 1720448 28039 8039 1112484 1728487 1123634 1950130 616003 0 X 0 1 X 1 0 X 163593 143815 180460 1024448 1289178 2801494 163593 143815 180460 1024448 1289178 2801494 737540 2063954 2801494 197739 0.73670 0.82460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 X 1376506 95343 95343 1281163 0 1281163 760503 95343 95343 665160 0 665160 PART IV, LINE 2B: THE MARCUM FOUNDATION IS THE CUSTODIAN FOR THE PLANNED GIVING FUND. THE MARCUM FOUNDATION IS COMPRISED OF TWO FUNDS: 1) GENERAL FUND- THE GENERAL FUND IS PRIMARILY COMPRISED OF MARCUM'S PARTNERS CONTRIBUTIONS IN WHICH EACH REGION MAKES DISTRIBUTIONS TO CHARITABLE ORGANIZATIONS EARMARKED TO SUPPORT AND FOSTER PROGRAMS FOR CRITICAL RELIEF, HUMAN CRISIS, NATURAL DISASTERS AND OR SERVING ESSENTIAL HUMANITARIAN SERVICES. THESE DISTRIBUTIONS SUPPORT THE REGIONS AND COMMUNITIES IN WHICH THE MARCUM OFFICES ARE LOCATED. 2) PLANNED GIVING FUND- THE PLANNED GIVING FUND IS COMPRISED 100% OF MARCUM'S EMPLOYEES CONTRIBUTIONS IN WHICH EACH REGION NOMINATE AND VET THEIR OWN CHOICES OF CHARITABLE ORGANIZATIONS AS CANDIDATES TO RECEIVE MONTHLY CHARITABLE DISTRIBUTIONS. EACH REGION PICKS A NUMBER OF CHARITABLE ORGANIZATIONS EACH YEAR WHICH CHANGES PERIODICALLY. EACH EMPLOYEE IS ENCOURAGED TO PROVIDE THEIR RECOMMENDATION FOR A CHARITABLE ORGANIZATION. THEREFORE, THE EMPLOYEE'S CONTRIBUTIONS ARE SPECIFICALLY DESIGNATED TO EACH PUBLIC CHARITY EACH MONTH, SUCH FUNDS PASS THROUGH THE MARCUM FOUNDATION WHICH MERELY SERVES AS THE STEWARDS OF SUCH FUNDING. THE PLANNED GIVING FUND WAS RETIRED DURING FY2022, TRANSITIONING INTO THE MARCUM GIVES FUND. THE FOUNDATION HAS FULL DISCRETION OVER THE MARCUM GIVES FUND. GOING FORWARD, THE FOUNDATION WILL CEASE TO HAVE ANY CUSTODIAL FUNDS. PART X, LINE 2: THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED MAY 31, 2023 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE FOUNDATION FILES TAX RETURNS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE REPORTED ON PART VIII PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE REPORTED ON PART VIII SEE SCH G PART IV 266175 187083 79092 55429 2100 25000 4578 266175 187083 79092 55429 2100 25000 4578 87107 -8015 PART II, LINES 1-9 FUNDRAISING EVENTS INCLUDED THE GOLF OUTING, HOPE IN THE HAMPTONS, AND THE MAGIC COCKTAIL EVENT. REVENUES AND EXPENSES ARE AS FOLLOWS: GOLF OUTING: GROSS RECEIPTS OF $289,151, INCLUDING CONTRIBUTIONS OF $173,851; RENT/FACILITY COSTS OF $55,429 AND OTHER DIRECT EXPENSES OF $3,263. HOPE IN THE HAMPTONS: GROSS RECEIPTS OF $74,855, INCLUDING CONTRIBUTIONS OF $62,655; FOOD AND BEVERAGE COSTS OF $2,100, ENTERTAINMENT COSTS OF $25,000, AND OTHER DIRECT COSTS OF $1,315. THERE WAS ALSO AN ASSOCIATED AUDIT ADJUSTMENT RELATING TO THE PRIOR YEAR EVENT IN THE AMOUNT OF -$104,405. MAGIC COCKTAIL EVENT: GROSS RECEIPTS OF $6,574, ALL OF WHICH WAS CONTRIBUTION REVENUE. 1 CHILDREN OF FALLEN PATRIOTS FOUNDATION 1818 LIBRARY STREET 500 RESTON VA 20190 470902295 501(C)(3) 100000 0 GENERAL SUPPORT UNITED STATES FUND FOR UNICEF 125 MAIDEN LANE 10TH FL NEW YORK NY 10038 131760110 501(C)(3) 65000 0 GENERAL SUPPORT, EARTHQUAKE RELIEF IN SYRIA AND TURKEY THE LEUKEMIA LYMPHOMA SOCIETY 7111 WEST 151 STREET PMB 317 OVERLAND PARK KS 66223 135644916 501(C)(3) 10000 0 DARE TO DREAM PROJECT ST JUDE CHILDRENS RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 620646012 501(C)(3) 250000 0 NATIONAL SERIES SPONSOR SHARE OUR STRENGTH 1030 15TH STREET NW 1100W WASHINGTON DC 20005 521367538 501(C)(3) 50000 0 MEALS ON MARCUM LEAP 31 JEFFERSON ST NEW HAVEN CT 06511 222906547 501(C)(3) 10000 0 SUPPORT OF LEAP IN NEW HAVEN THORNTON ACADEMY 438 MAIN STREET SACO ME 04072 010224769 501(C)(3) 10000 0 FREE LUNCH PROGRAM SUPPORT 13 0 PART I, LINE 2: THE FOUNDATION REQUIRES THAT ALL GRANT RECIPIENTS MUST FIT THE CRITERIA OF FALLING WITHIN THE MARCUM FOUNDATION MISSION. RECIPIENTS MUST BE ENGAGED IN OFFERING ESSENTIAL SERVICES IN ONE OF THE FOLLOWING CATEGORIES: HEALTH AND SAFETY, EDUCATION AND SELF-ESTEEM, FOOD AND SHELTER, AND FAMILY AND WELLBEING. FUNDS ARE NOT MONITORED AFTER BEING DISTRIBUTED TO THE RECIPIENT ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE PRESIDENT FOR ACCURACY AND COMPLETENESS. ADDITIONALLY A COMPLETE COPY OF THE DRAFT RETURN IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. THE POLICY REQUIRES ALL MEMBERS TO DISCLOSE ANY INTEREST THAT MIGHT GIVE RISE TO A CONFLICT. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS THE ENFORCEMENT AND COMPLIANCE OF THE POLICY ALONG WITH MAINTAINING UPDATES TO BEST PRACTICES AND PROTOCOLS PUT IN PLACE TO HANDLE SUCH CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G MARCUM ASSISTANCE: PROGRAM SERVICE EXPENSES 6,594. MANAGEMENT AND GENERAL EXPENSES 27,650. FUNDRAISING EXPENSES 2,462. TOTAL EXPENSES 36,706. CONSULTING: PROGRAM SERVICE EXPENSES 13,673. MANAGEMENT AND GENERAL EXPENSES 57,336. FUNDRAISING EXPENSES 5,105. TOTAL EXPENSES 76,114. MARCUM LLP 730 3RD AVENUE 11TH FLOOR NEW YORK NY 10017 111986323 PUBLIC ACCOUNTING NY N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0