The Sheila & Henry Marcus Foundation Inc
Overview
Mission
The Sheila & Henry Marcus Foundation Inc is a nonprofit based in Quogue, NY. EIN 133862964. FY2024 Form 990-PF reports $23K revenue and $22.1K expenses.
What it reported funding in 2024
The foundation reported 15 grants totaling $22,060. The stated grant purpose was charitable.
Operating model
- Revenue model
- Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
- Distribution model
- Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.
Nonprofit profile at a glance
- EIN
- 133862964
- IRS 990-PF coverage
- 2013–2024
- Forms available
- Form 990-PF 2024
- Headquarters
- Quogue, NY, USA
- Rating
- 94
- Verdict
- STRONG
- Rating confidence
- Standard
The verdict
STRONG - A large share of available resources goes to charitable grants and a large share of spending goes to grants. Assets provide a limited cushion relative to annual grants and the filing reports one or more activities that warrant closer review.
Rating breakdown
- Grant Deployment: 100
- Cost Efficiency: 100
- Transparency: 100
- Compliance: 98
- Endowment Health: 39
Detailed rating inputs
Grant Deployment
- Grant deployment ratio: 100%; rating input score 100; 68th percentile among comparable filings
Cost Efficiency
- Grant expense ratio: 100%; rating input score 100; 99th percentile among comparable filings
Transparency
- Grant recipient disclosure: Yes; rating input score 100
Compliance
- Part VII-B activity disclosures: 18 of 19 controls in place; rating input score 95
- Filing consistency checks: 9; rating input score 100
Endowment Health
- Endowment-health comparison: 12.21; rating input score 39; 39th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Grants: 100% of grant recipient detail disclosed
- Payout: 100% grant deployment rate
- Trustees: Filed trustees detail
- Self-dealing: 100% of reviewed questions answered “No”
- Investments: 39th percentile for endowment coverage
- Consistency: 9 of 9 current checks pass
- Filing history: 11 annual filings from 2013 to 2024
- Contacts: How to reach this organization
- Money network: 15 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.