Nonprofit · EIN 41-1364755
MARVIN J PERTZIK FOUNDATION
Tax-exempt · SAINT PAUL, MN 55116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $60,567 | $81,037 | -$20,470 | $1,037,158 | $0 | $1,037,158 |
| December 31, 2023 | 990-PF | $94,786 | $79,411 | $15,375 | $1,057,628 | $0 | $1,057,628 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $15,100
- Dividends
- $45,467
Expenses
- Grants and similar amounts paid
- $68,000
- Disbursements for charitable purposes
- $68,000
- Excise tax on investment income
- $457
Balance sheet and other
- Total assets, start of year
- $1,057,628
- Total assets, end of year
- $1,037,158
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,037,158
- Fair market value of assets
- $1,316,136
- Qualifying distributions
- $68,000
- Net investment income
- $45,467
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 |
|---|---|---|---|
| MARVIN J PERTZIK 1764 HILLCREST AVENUE, ST PAUL, MN 55116 | PRES/TREAS | 3 | $0 |
| THOMAS B WILLIAMS 1764 HILLCREST AVENUE, ST PAUL, MN 55116 | SECRETARY | 3 | $0 |
| FAY FISHMAN 2915 WAYZATA BLVD, MINNEAPOLIS, MN 55405 | V. PRESIDENT | 3 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARVIN J PERTZIK 1764 HILLCREST AVENUE, ST PAUL, MN 55116 | PRES/TREAS | 3 | $0 |
| THOMAS B WILLIAMS 1764 HILLCREST AVENUE, ST PAUL, MN 55116 | SECRETARY | 3 | $0 |
| FAY FISHMAN 2915 WAYZATA BLVD, MINNEAPOLIS, MN 55405 | V. PRESIDENT | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 1764 HILLCREST AVE, SAINT PAUL, MN 55116-2151
- Signed the 990-PF
- MARVIN J PERTZIK, PRES/TREAS
- Phone
- (651) 348-2630
- Return prepared by
- FOLEY KALSEIM & COMPANY LTD
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
- 41-1364755
- 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
- 1979
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,037,158
- Income (IRS master file)
- $60,567
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $60,567 | $81,037 | $1,037,158 | XML |
| 990-PF | December 2023 | $94,786 | $79,411 | $1,057,628 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 41-1364755).
Questions about MARVIN J PERTZIK FOUNDATION
- What is the EIN of MARVIN J PERTZIK FOUNDATION?
- The employer identification number (EIN) of MARVIN J PERTZIK FOUNDATION is 41-1364755.
- Is MARVIN J PERTZIK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to MARVIN J PERTZIK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARVIN J PERTZIK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARVIN J PERTZIK FOUNDATION 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 MARVIN J PERTZIK FOUNDATION 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 MARVIN J PERTZIK FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does MARVIN J PERTZIK FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $60,567, expenses of $81,037 and total assets of $1,037,158 at year end.
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