2024-05-21T11:02:54-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990PF 2023-01-01 396046268 MARCUS CORPORATION FOUNDATION INC MARC 4149051000 100 E WISCONSIN AVE 1900 MILWAUKEE WI 53202 TOM KISSINGER SECRETARY 4149051000 2024-05-14 1 TOM KISSINGER 999009999 0 KRISTEN DONLEVY P01670215 4144761880 2024-05-14 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5168743 X 363000 X 18121 18121 107110 81348 122812 1606825 122812 611043 222281 0 0 0 0 0 30277 30277 0 0 5384 366 0 0 35661 30643 0 0 1006936 1006936 1042597 30643 0 1006936 -431554 191638 0 47215 156927 156927 100031 300111 300111 50000 0 0 50000 50000 1876030 1534261 3126998 1634021 1184444 1159707 375000 375000 375000 4032297 3600743 5168743 0 0 X 0 0 0 0 4032297 3600743 4032297 3600743 4032297 3600743 4032297 -431554 0 3600743 0 3600743 PUBLICALLY TRADED SECURITIES- ST 228818 229149 -331 -331 PUBLICALLY TRADED SECURITIES- LT 1346319 1254864 91455 91455 CAPITAL GAINS DIVIDENDS P 31688 31688 31688 122812 -331 2664 0 2664 0 2664 2500 0 0 0 2500 0 164 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A THE MARCUS CORPORATION 4149051000 100 E WISCONSIN AVE SUITE 1900 MILWAUKEE WI 53202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID J MARCUS 100 E WISCONSIN AVE MILWAUKEE WI 53202 CHAIRMAN/DIRECTOR 0.10 0 0 0 STEPHEN H MARCUS 100 E WISCONSIN AVE MILWAUKEE WI 53202 PRESIDENT/DIRECTOR 0.10 0 0 0 GREGORY S MARCUS 100 E WISCONSIN AVE MILWAUKEE WI 53202 VP/DIRECTOR 0.10 0 0 0 THOMAS F KISSINGER 100 E WISCONSIN AVE MILWAUKEE WI 53202 SECRETARY 0.10 0 0 0 NONE 0 NONE 0 MARCUS CORPORATION FOUNDATION PROVIDED A LOW-INTEREST LOAN TO SCULPTURE MILWAUKEE, INC., A 501C3 ENTITIY IN THE AMOUNT OF $50,000 TO ASSIST THEM WITH THEIR MISSION.LOAN TO SCULPTURE MILWAUKEE, INC. 735 N WATER ST, STE 516MILWAUKEE, WI 53202 50000 50000 5435234 102242 0 5537476 0 0 5537476 83062 5454414 272721 272721 2664 2664 270057 0 270057 0 270057 1006936 50000 1056936 270057 0 0 1318653 1751362 1094040 718418 634309 5516782 1056936 0 0 0 270057 786879 0 0 6303661 0 0 0 0 0 0 1318653 4985008 1751362 1094040 718418 634309 786879 MARCUS CORPORATION FOUNDATION 100 E WISCONSIN AVE MILWAUKEE WI 53202 4149051000 WRITTEN REQUEST INCLUDING NAME, ADDRESS, OBJECTIVES, AND REASON FOR REQUEST NONE NONE AFAR INC 10300 W WISCONSIN AVE MILWAUKEE WI 53226 PC HEALTH 500 AUTISM SOCIETY OF SOUTHEASTERN WISCONSIN INC 3720 S 124TH STREET WAUWATOSA WI 53222 PC HEALTH 100 AUTISM SOCIETY OF GREATER NEW ORLEANS PO BOX 7028 MATAIRIE LA 70010 PC HEALTH 100 CHICAGO HISTORICAL SOCIETY 1601 N CLARK STREET CHICAGO IL 60614 PC CONSERVATION 5000 COLLEGE POSSIBLE 755 PRIOR AVENUE NORTH 210 SAINT PAUL MN 55104 PC EDUCATION 750 EAST MADISON COMMUNITY CENTER INC 8 STRAUBEL COURT MADISON WI 53704 PC DEVELOPMENT 100 ENCOMPASS EARLY EDUCATION AND CARE INC PO BOX 1627 GREEN BAY WI 54305 PC EDUCATION 500 ENTERTAINMENT INDUSTRY FOUNDATION 10880 WILSHIRE BLVD SUITE 1400 LOS ANGELAS CA 90024 PC HEALTH 100000 GREATER MILWAUKEE COMMITTEE FOR COMMUNITY DEVELOPMENT 247 FRESHWATER WAY NO 400 MILWAUKEE WI 53204 PC DEVELOPMENT 9200 MARQUETTE UNIVERSITY - HAGGERTY MUSEUM OF ART PO BOX 1881 MILWAUKEE WI 53201 PC ART/CULTURE 350 HARVARD BUSINESS SCHOOL CLUB OF MILWAUKEE 17345 CIVIC DR BROOKFILED WI 53045 PC DEVELOPMENT 1500 LES TURNER AMYOTROPHIC LATERAL SCLEROSIS FOUNDATION LTD 5550 WEST TOUHY AVE 302 SKOKIE IL 60077 PC HEALTH 250 MARCUS CENTER FOR THE PERFORMING ARTS INC 929 N WATER ST MILWAUKEE WI 53202 PC ART/CULTURE 260000 MARQUETTE UNIVERSITY PO BOX 1881 MILWAUKEE WI 53201 PC EDUCATION 2500 MCPREPARATORY SCHOOL OF WISCONSIN INC 1228 W LLOYD STREET SUITE 100 MILWAUKEE WI 53205 PC EDUCATION 2500 THE MEDICAL COLLEGE OF WISCONSIN INC 8701 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 PC EDUCATION 100000 MILWAUKEE BALLET COMPANY INC 504 W NATIONAL AVE MILWAUKEE WI 53204 PC ART/CULTURE 25000 MILWAUKEE INSTITUTE OF ART & DESIGN INC 273 EAST ERIE STREET MILWAUKEE WI 53202 PC ART/CULTURE 3000 MILWAUKEE PUBLIC LIBRARY FOUNDATION INC 814 W WISCONSIN AVE MILWAUKEE WI 53233 PC ART/CULTURE 2500 MILWAUKEE REPERTORY THEATER INC 108 E WELLS STREET MILWAUKEE WI 53202 PC ART/CULTURE 10000 MILWAUKEE SYMPHONY ORCHESTRA INC 1101 N MARKET STREET NO 100 MILWAUKEE WI 53202 PC ART/CULTURE 250000 MOTHER KATHRYN DANIELS CONFERENCE CENTER INC 3466 W HAMPTON AVE MILWAUKEE WI 53209 PC DEVELOPMENT 500 MPC ENDOWMENT LTD 1505 N 119TH ST WAUWATOSA WI 53226 PC EDUCATION 1000 MUSEUM OF WISCONSIN ART INC 205 VETERANS AVENUE WEST BEND WI 53095 PC ART/CULTURE 5500 NEIGHBORHOOD HOUSE OF MILWAUKEE INC 2819 WEST RICHARDSON PLACE MILWAUKEE WI 53208 PC DEVELOPMENT 1000 PROJECT AMISTAD GUATEMALA PO BOX 16457 SAINT PAUL MN 55116 PC HEALTH 1000 REFUGE CHURCH KENOSHA INC 7800 14TH AVE KENOSHA WI 53143 DEVELOPMENT 1000 SCULPTURE MILWAUKEE INC 735 N WATER ST STE 516 MILWAUKEE WI 53202 ART/CULTURE 1286 SHARON LYNNE WILSON CENTER FOR THE ARTS INC 3270 MITCHELL PARK DRIVE BROOKFILED WI 53045 ART/CULTURE 12000 ST AUGUSTINE PREPARATORY ACADEMY INC 2607 S 5TH ST MILWAUKEE WI 53207 EDUCATION 11000 ST JOHN THE BAPTIST SCHOOL 10 S LINCOLN ST SMITHTON IL 62285 EDUCATION 1000 STARS AND STRIPES HONOR FLIGHT INC PO BOX 867 MENOMONEE FALLS WI 53052 DEVELOPMENT 100 ABBEY OF THE BREW CITY SISTERS 1456 JUNCTION AVE RACINE WI 53403 DEVELOPMENT 100 UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC 225 WEST VINE STREET MILWAUKEE WI 53212 HEALTH 100000 UNITED WAY OF LINCOLN AND LANCASTER COUNTY 238 SOUTH 13TH STREET LINCOLN NE 68508 HEALTH 100 UNITED PERFORMING ARTS FUND INC 301 WISCONSIN AVE NO 600 MILWAUKEE WI 53203 ART/CULTURE 42000 UWM FOUNDATION INC 1440 EAST NORTH AVENUE MILWAUKEE WI 53202 EDUCATION 50000 VARIETY-THE CHILDREN'S CHARITY OF WISCONSIN INC 12425 KNOLL RD STE 110 ELM GROVE WI 53122 HEALTH 2000 WISCONSIN ATHLETIC HALL OF FAME FOUNDATION INC 1727 N PALMER ST MILWAUKEE WI 53212 HEALTH 2500 WOUNDED WARRIOR PROJECT INC 4899 BELFORT ROAD 300 JACKSONVILLE FL 32256 HEALTH 1000 1006936 MILWAUKEE REPERTORY THEATER INC 108 E STREET MILWAUKEE WI 53202 PC ART/CULTURE 100000 TBD- EDUCATION INITIATIVES IN ENTREPRENEURSHIP 100 E WISCONSIN AVE MILWAUKEE WI 53202 PC EDUCATION 100000 200000 14 18121 14 107110 18 122812 0 248043 0 248043 0 0 0 0 0 0 0 0 0 0 ISHARES 1-3 YEAR TREASURY BONT ETF 467685 467628 VANGUARD SHORT-TERM INVESTMENT GRADE FUND 636149 643473 INFINITY Q DIVERSIFIED ALPHA FUND 80610 289 INFINITY Q DIVERSIFIED ALPHA SPECIAL RESERVE 0 48317 HARBOR CAPITAL APPRECIATION FUND 283810 394327 T ROWE PRICE DIVIDEND GROWTH FUND 259026 481111 VANGUARD INSTITUTIONAL INDEX FUND 520739 1444809 VANGUARD MID CAP INDEX FUND 208438 427265 VANGUARD SMALL-CAP INDEX FUND 63439 123822 JOHCM INTERNATIONAL SELECT FUND 6276 4932 VANGUARD DEVELOPED MARKETS INDEX FUND 116360 148072 ARTISAN DEVELOPING WORLD FUND 76173 102660 STATE OF ISRAEL- JUBILEE BOND, SERIES A- 3.05% AT COST 125000 125000 STATE OF ISRAEL- JUBILEE BOND, SERIES A- 2.30% AT COST 125000 125000 STATE OF ISRAEL- JUBILEE BOND, SERIES A- 1.9% AT COST 125000 125000 PROFESSIONAL FEES 30277 30277 0 0 FOREIGN TAXES 366 366 0 0 EXCISE TAX 5018 0 0 0