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Nonprofit · EIN 47-1003354

RICHARD AND BARBARA MARX FOUNDATION

Tax-exempt · DALLAS, OR 97338

Financials

$468K$185K2023$1M$216K2024$1.3M$298K2025
Revenue Expenses · by fiscal year end
Financials of RICHARD AND BARBARA MARX FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,328,779$297,845$1,030,934$4,455,439$0$4,455,439
December 31, 2024990-PF$1,044,299$215,571$828,728$3,424,505$0$3,424,505
December 31, 2023990-PF$467,745$185,458$282,287$2,595,777$0$2,595,777
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,210,000
Dividends
$118,757
Interest
$22

Expenses

Grants and similar amounts paid
$295,140
Disbursements for charitable purposes
$295,140
Excise tax on investment income
$1,651

Balance sheet and other

Total assets, start of year
$3,424,505
Total assets, end of year
$4,455,439
Total liabilities, end of year
$0
Net assets, end of year
$4,455,439
Fair market value of assets
$8,998,802
Qualifying distributions
$295,140
Net investment income
$118,779

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
RICHARD A MARX
704 SE LYNCHET LN, DALLAS, OR 97338
PRESIDENT/DI2$0
BARBARA J MARX
704 SE LYNCHET LN, DALLAS, OR 97338
SECRETARY/DI1$0
TAMARA D MARX
8883 NE MEADOW RIDGE RD, PRINEVILLE, OR 97754
V.P./ DIRECT1$0
TANYA BORDADORA
385 53RD AVE NW, SALEM, OR 97304
V.P./DIRECTO2$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
RICHARD A MARX
4355 OAK GROVE RD, RICKREALL, OR 97371
PRESIDENT/DI0$0
BARBARA J MARX
4355 OAK GROVE RD, RICKREALL, OR 97371
SECRETARY/DI0$0
TAMARA D MARX
8883 NE MEADOW RIDGE RD, PRINEVILLE, OR 97754
V.P./ DIRECT0$0
TANYA BORDADORA
385 53RD AVE NW, SALEM, OR 97304
V.P./DIRECTO0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
RICHARD A MARX
4355 OAK GROVE RD, RICKREALL, OR 97371
PRESIDENT/DI0$0
BARBARA J MARX
4355 OAK GROVE RD, RICKREALL, OR 97371
SECRETARY/DI0$0
TAMARA D MARX
8883 NE MEADOW RIDGE RD, PRINEVILLE, OR 97754
V.P./ DIRECT0$0
TANYA BORDADORA
385 53RD AVE NW, SALEM, OR 97304
V.P./DIRECTO0$0

Address and contacts

Address (IRS master file)
704 SE LYNCHET LN, DALLAS, OR 97338-9572
Signed the 990-PF
RICHARD A MARX, PRESIDENT/DIRECTOR
Phone
(503) 362-4880
Return prepared by
WILLIAMSON & AEBI LLP

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
47-1003354
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,455,439
Income (IRS master file)
$1,328,779

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,328,779$297,845$4,455,439XML
990-PFDecember 2024$1,044,299$215,571$3,424,505XML
990-PFDecember 2023$467,745$185,458$2,595,777XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 47-1003354).

Questions about RICHARD AND BARBARA MARX FOUNDATION

What is the EIN of RICHARD AND BARBARA MARX FOUNDATION?
The employer identification number (EIN) of RICHARD AND BARBARA MARX FOUNDATION is 47-1003354.
Is RICHARD AND BARBARA MARX FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to RICHARD AND BARBARA MARX FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RICHARD AND BARBARA MARX FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of RICHARD AND BARBARA 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 RICHARD AND BARBARA 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 RICHARD AND BARBARA MARX FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does RICHARD AND BARBARA MARX FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,328,779, expenses of $297,845 and total assets of $4,455,439 at year end.

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