Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger

Charles E Marks Jr Charitable Trust consistently spends more than its revenue, drawing down assets.

EIN: 207240974 · Chicago, IL · Updated: 2026-03-28

$0Revenue
$0Assets
70/100Mission Score (Good)
Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger Financial Summary
MetricValue
Total Expenses$6.8M
Program Spending90%
Net Assets$15.1M
Transparency Score70/100

Is Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger

Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger (EIN: 207240974) is a nonprofit organization based in Chicago, IL. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

Mid-SizeSize Classification
4Years of Filings
MixedRevenue Trajectory

Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger is a mid-size nonprofit, with 4 years of IRS 990 filings on record (2011–2014). Revenue has grown at a compound annual rate of 43.0%.

Key Financial Metrics (2014)

From the most recent IRS 990 filing on record:

Total Revenue$4.6M
Total Expenses$6.8M
Surplus / Deficit$-2,150,882
Total Assets$15.1M
Net Assets$15.1M
Operating Margin-46.8%
Months of Reserves26.8 months

Financial Health Grade: B

In 2014, Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger reported a deficit of $2.2M with expenses exceeding revenue, holds 26.8 months of operating reserves (strong position).

Financial Trends

Over 4 years of filings (2011–2014), Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger's revenue has grown at a compound annual growth rate (CAGR) of 43.0%.

YearRevenue ChangeExpense ChangeAsset Change
2014+182.3%+40.8%-12.5%
2013-3.3%+21.3%-15.5%
2012+7.1%+39.8%-10.0%

AI Transparency Report

The Charles E Marks Jr Charitable Trust appears to be a grant-making organization, as indicated by its consistent lack of reported officer compensation across all available filings. This structure often implies lower administrative overhead related to executive salaries. However, the trust has consistently reported expenses exceeding revenue in all available periods, leading to a significant decline in assets from $22,661,819 in 2011 to $15,075,337 in 2014. This trend suggests that the trust is spending down its principal, which is not inherently negative for a charitable trust but warrants attention regarding its long-term sustainability and grant-making capacity. The absence of reported liabilities in recent years is a positive indicator of financial stability in that regard. Given the information, the trust's financial health is characterized by a deliberate spend-down strategy. While this can be an effective way to disburse funds, the consistent deficit spending means its asset base is shrinking. Without detailed expense breakdowns (program, administrative, fundraising), it's challenging to fully assess spending efficiency. However, the lack of officer compensation suggests a lean operational model at the executive level. Transparency is moderate; while the 990 filings are available, the NTEE code is unknown, and specific program details are not provided in the summary data, making a deeper understanding of its mission impact difficult. Overall, the trust is actively disbursing funds, but its long-term financial viability as a perpetual entity is diminishing due to consistent spending exceeding revenue. Its transparency is adequate through public filings, but more granular data would enhance understanding of its operational efficiency and programmatic impact.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger with a Mission Score of 70 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2014)

From the most recent IRS 990 filing on record:

$4.6MTotal Revenue
$6.8MTotal Expenses
$15.1MTotal Assets
$15.1MNet Assets
  • The organization reported a deficit of $2.2M, with expenses exceeding revenue.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating a volunteer-led or externally managed structure with no direct executive salaries paid from the trust's funds.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger's IRS 990 filings:

  • Consistent deficit spending (expenses exceeding revenue) in all reported periods.
  • Significant decline in assets over time due to spending down principal.

Strengths

The following positive indicators were identified for Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger:

  • No reported officer compensation, indicating efficient use of funds at the executive level.
  • No reported liabilities in recent years, suggesting good financial management of debt.
  • Actively disbursing funds for charitable purposes.

Frequently Asked Questions about Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger

Is Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger a legitimate charity?

Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger (EIN: 207240974) is a registered tax-exempt nonprofit based in Illinois. Our AI analysis gives it a Mission Score of 70/100. It has 4 years of IRS 990 filings on record. 2 red flags identified. 3 strengths noted. Financial health grade: B.

How does Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger spend its money?

Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger tax-deductible?

Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger is registered as a tax-exempt nonprofit (EIN: 207240974). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger located?

Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger is headquartered in Chicago, Illinois and files with the IRS under EIN 207240974.

How many years of IRS 990 filings does Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger have?

Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger has 4 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data.

Is Charles E Marks Jr Charitable Trust a good charity?

The trust appears to be fulfilling its charitable purpose by disbursing funds, as evidenced by its consistent expenses. However, its long-term financial sustainability is a concern due to consistent deficit spending, which has reduced its assets from over $22 million to $15 million in four years.

What is the primary purpose of this trust?

Based on the available data, it functions as a grant-making organization, disbursing funds (expenses) without direct program operations or officer compensation. The specific beneficiaries or types of grants are not detailed in the provided summary.

How does the trust manage its administrative costs?

The absence of officer compensation suggests very low administrative costs related to executive salaries. Without a detailed expense breakdown, it's difficult to pinpoint other administrative expenses, but this indicates a lean executive structure.

What is the trend in the trust's assets?

The trust's assets have been consistently declining, from $22,661,819 in 2011 to $15,075,337 in 2014, due to expenses exceeding revenue in each reported period.

Filing History

IRS 990 filing history for Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger showing financial trends over 4 years of public records:

Over 4 years of IRS 990 filings (2011–2014), Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger's revenue has grown by 192.2%, moving from $1.6M to $4.6M. Total assets decreased by 33.5% over the same period, from $22.7M to $15.1M. Total functional expenses rose by 138.7%, from $2.8M to $6.8M. In its most recent filing year (2014), Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger reported a deficit of $2.2M, with expenses exceeding revenue.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2014 $4.6M $6.8M $15.1M $0 View 990
2013 $1.6M $4.8M $17.2M $0 View 990
2012 $1.7M $4.0M $20.4M $0 View 990
2011 $1.6M $2.8M $22.7M $650 View 990

Year-by-Year Financial Summary

  • 2014: Revenue of $4.6M, expenses of $6.8M, and assets of $15.1M (revenue +182.3% year-over-year).
  • 2013: Revenue of $1.6M, expenses of $4.8M, and assets of $17.2M (revenue -3.3% year-over-year).
  • 2012: Revenue of $1.7M, expenses of $4.0M, and assets of $20.4M (revenue +7.1% year-over-year).
  • 2011: Revenue of $1.6M, expenses of $2.8M, and assets of $22.7M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger:

2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Charles E Marks Jr Charitable Trust C/O Stanley R Weinberger is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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