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Nonprofit · EIN 23-7044558

DR HARRY Z MARX & RUTH M MARX FOUNDATION

Tax-exempt · LA JOLLA, CA 92037

Financials

$106K$153K2023$158K$109K2024$155K$66K2025
Revenue Expenses · by fiscal year end
Financials of DR HARRY Z MARX & RUTH M MARX FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$155,272$66,368$88,904$1,562,913$0$1,562,913
December 31, 2024990-PF$157,747$108,719$49,028$1,474,009$0$1,474,009
December 31, 2023990-PF$106,068$152,505-$46,437$1,424,981$0$1,424,981
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$66,000
Dividends
$51,314
Interest
$408
Net gain from sales of assets
$37,550

Expenses

Grants and similar amounts paid
$27,525
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$27,525
Excise tax on investment income
$701

Balance sheet and other

Total assets, start of year
$1,474,009
Total assets, end of year
$1,562,913
Total liabilities, end of year
$0
Net assets, end of year
$1,562,913
Fair market value of assets
$1,923,230
Qualifying distributions
$27,525
Net investment income
$89,272

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
BEVERLY R GRANT
7450 OLIVETAS AVE 482, LA JOLLA, CA 92037
PRESIDENT1$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BEVERLY R GRANT
7450 OLIVETAS AVE 482, LA JOLLA, CA 92037
PRESIDENT1$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BEVERLY R GRANT
7450 OLIVETAS AVE 482, LA JOLLA, CA 92037
PRESIDENT1$5,000

Address and contacts

Address (IRS master file)
7450 OLIVETAS AVE 482, LA JOLLA, CA 92037-4924
Signed the 990-PF
BEVERLY GRANT, PRESIDENT
Phone
(858) 459-6284
Return prepared by
LEINENWEBER & ASSOCIATES CPAS INC

California records

California keeps its own records of charities and corporations. Search them by EIN 23-7044558 or by the name DR HARRY Z MARX & RUTH M MARX FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
23-7044558
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
1969
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,562,913
Income (IRS master file)
$410,899

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$155,272$66,368$1,562,913XML
990-PFDecember 2024$157,747$108,719$1,474,009XML
990-PFDecember 2023$106,068$152,505$1,424,981XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 23-7044558).

Questions about DR HARRY Z MARX & RUTH M MARX FOUNDATION

What is the EIN of DR HARRY Z MARX & RUTH M MARX FOUNDATION?
The employer identification number (EIN) of DR HARRY Z MARX & RUTH M MARX FOUNDATION is 23-7044558.
Is DR HARRY Z MARX & RUTH M MARX FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
Are donations to DR HARRY Z MARX & RUTH M MARX FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DR HARRY Z MARX & RUTH M MARX FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DR HARRY Z MARX & RUTH M MARX FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DR HARRY Z MARX & RUTH M MARX FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of DR HARRY Z MARX & RUTH M MARX FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does DR HARRY Z MARX & RUTH M MARX FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $155,272, expenses of $66,368 and total assets of $1,562,913 at year end.

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