Nonprofit · EIN 20-3278852
GERTIE F MARX PRIVATE FOUNDATION
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $227,946 | $231,488 | -$3,542 | $2,579,187 | $0 | $2,579,187 |
| July 31, 2024 | 990-PF | $134,463 | $214,550 | -$80,087 | $2,585,980 | $0 | $2,585,980 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $76,908
- Net gain from sales of assets
- $151,038
Expenses
- Grants and similar amounts paid
- $158,200
- Compensation of officers, directors and key employees
- $69,068
- Disbursements for charitable purposes
- $185,323
- Excise tax on investment income
- $2,545
Balance sheet and other
- Total assets, start of year
- $2,585,980
- Total assets, end of year
- $2,579,187
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,579,187
- Fair market value of assets
- $3,192,246
- Qualifying distributions
- $185,323
- Net investment income
- $227,405
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | C0-TRUSTEE | 2 | $40,898 |
| DR RONALD SIMON PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 2 | $28,170 |
990-PF for the year ended July 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | C0-TRUSTEE | 2 | $36,921 |
| DR RONALD SIMON PO BOX 1532, PENNINGTON, NJ 08534 | CO-TRUSTEE | 2 | $26,459 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % MERRILL LYNCH TRUST COMPANY FSB
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3278852
- 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
- 2006
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,579,187
- Income (IRS master file)
- $970,342
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $227,946 | $231,488 | $2,579,187 | XML |
| 990-PF | July 2024 | $134,463 | $214,550 | $2,585,980 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | 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 20-3278852).
Questions about GERTIE F MARX PRIVATE FOUNDATION
- What is the EIN of GERTIE F MARX PRIVATE FOUNDATION?
- The employer identification number (EIN) of GERTIE F MARX PRIVATE FOUNDATION is 20-3278852.
- Is GERTIE F MARX PRIVATE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to GERTIE F MARX PRIVATE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GERTIE F MARX PRIVATE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GERTIE F MARX PRIVATE FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GERTIE F MARX PRIVATE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of GERTIE F MARX PRIVATE FOUNDATION?
- The 990-PF for the year ended July 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $40,898 (BANK OF AMERICA N A, C0-TRUSTEE).
- How much revenue does GERTIE F MARX PRIVATE FOUNDATION have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $227,946, expenses of $231,488 and total assets of $2,579,187 at year end.
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