Joseph L & Sarah S. Marcum Foundation
EIN 311190243 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2021
(5 years ago). Verify before investing time in an application.
Total Given 2020–2021
$20.7M
7 grants · $10.4M avg/year
based on 2 yrs of IRS 990-PF records on file
$10M+/yr
major funder
capacity
$2.1M
typical big bets · $300K–$4.4M
grant size
0%
transactional · single-year
repeat
$17.7M
Assets (2020)
7
Distinct Recipients
About
FOUNDATION IS TERMINATING AND DISTRIBUTING TO THE FOLLOWING FIVE CHARITABLE ENTITIES: HAMILTON COMMUNITY FOUNDATION SARAH M SHUFFIELD FUND; HAMILTON COMMUNITY FOUNDATION STEPHEN S & GERTRUDE M MARCUM FUND: LOWE, CAMMY HAMILTON CF DAF; MANCHESTER FAMILY VC FUND AND THE DAYTON FOUNDATION
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(312) 630-6000
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $2.8M | $17.7M | $868K | 4 |
| 2021 | $17.9M | $0 | $6.4M | 3 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$100K
25th Pctl
$300K
Median
$2.1M
Average
$3.0M
75th Pctl
$4.4M
Maximum
$9.1M
Geographic Distribution
Officers & Directors
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| Hamilton Community Foundation | Hamilton, OH | $9,075,000 | SARAH M. SHUFFIELD FUND | 2021 |
| Dayton Foundation | Dayton, OH | $5,700,000 | GENERAL | 2021 |
| Vanguard Charitable Endowment Program | Warwick, RI | $3,125,000 | GENERAL | 2021 |
| Hamilton Community Foundation | Hamiltion, OH | $2,100,000 | GENERAL | 2020 |
| Community First Solutions | Hamilton, OH | $500,000 | GENERAL | 2020 |
| Greater Miami Valley YMCA | Hamilton, OH | $100,000 | GENERAL | 2020 |
| Young Womens Christian Assoc of Hamilton | Hamilton, OH | $100,000 | GENERAL | 2020 |
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