Nonprofit · EIN 20-0677535
S & L MARX FOUNDATION INC
Tax-exempt · GREENWICH, CT 06830
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $13,181,624 | $5,406,415 | $7,775,209 | $83,145,844 | $0 | $83,145,844 |
| December 31, 2023 | 990-PF | $3,702,800 | $5,375,670 | -$1,672,870 | $75,370,635 | $0 | $75,370,635 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $3,707,207
- Interest
- $193,291
- Net gain from sales of assets
- $8,495,468
- Other income
- $785,658
Expenses
- Grants and similar amounts paid
- $4,641,000
- Compensation of officers, directors and key employees
- $189,000
- Disbursements for charitable purposes
- $4,971,666
- Excise tax on investment income
- $178,908
Balance sheet and other
- Total assets, start of year
- $75,370,635
- Total assets, end of year
- $83,145,844
- Total liabilities, end of year
- $0
- Net assets, end of year
- $83,145,844
- Fair market value of assets
- $110,404,341
- Qualifying distributions
- $4,971,666
- Net investment income
- $13,082,853
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nancy M Better Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Executive Dir, Sec | 40 | $189,000 |
| Laura Weintraub Beck Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $0 |
| Charles Better Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $0 |
| David Better Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $0 |
| James Better Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Treas | 1 | $0 |
| Sarah Better Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $0 |
| Sylvia Marx Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Pres | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nancy M Better Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Executive Dir, Sec | 40 | $180,000 |
| Laura Weintraub Beck Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $0 |
| Charles Better Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $0 |
| David Better Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $0 |
| James Better Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Treas | 1 | $0 |
| Sarah Better Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $0 |
| Sylvia Marx Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Pres | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7 DOGWOOD LN, GREENWICH, CT 06830-3917
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- Nancy Better, Secretary
- Phone
- (800) 839-1754
- Return prepared by
- Foundation Source
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-0677535
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $83,145,844
- Income (IRS master file)
- $32,298,197
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $13,181,624 | $5,406,415 | $83,145,844 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $3,702,800 | $5,375,670 | $75,370,635 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0677535).
Questions about S & L MARX FOUNDATION INC
- What is the EIN of S & L MARX FOUNDATION INC?
- The employer identification number (EIN) of S & L MARX FOUNDATION INC is 20-0677535.
- Is S & L MARX FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to S & L MARX FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does S & L MARX FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of S & L MARX FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did S & L MARX FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of S & L MARX FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $189,000 (Nancy M Better, Executive Dir, Sec).
- How much revenue does S & L MARX FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $13,181,624, expenses of $5,406,415 and total assets of $83,145,844 at year end.
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