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Gertie F Marx Private Foundation

  • Pennington, NJ
  • Tax-exempt since July 2006
  • EIN: 20-3278852

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$134k (2024)

Expenses
$215k (2024)

Total Assets
$2.59M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$134,463
Expenses
$214,550
Net Income
-$80,087
Net Assets
$2,585,980
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $69,185
51.5%
Sales of Assets $65,136
48.4%
Other Income $142
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $187,076
87.2%
Compensation of Officers* $63,380
29.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,585,980
Total Liabilities $0
Net Assets $2,585,980
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (C0 Trustee) $36,921 $0
Dr Ronald Simon (Co Trustee) $26,459 $0

Document Links

990-PF
Filed on Nov. 20, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$104,981
Expenses
$218,165
Net Income
-$113,184
Net Assets
$2,664,281
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $65,733
62.6%
Sales of Assets $38,332
36.5%
Other Income $916
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $189,159
86.7%
Compensation of Officers* $61,479
28.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,664,281
Total Liabilities $0
Net Assets $2,664,281
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (C0 Trustee) $35,811 $0
Dr Ronald Simon (Co Trustee) $25,668 $0

Document Links

990-PF
Filed on Dec. 6, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$200,259
Expenses
$255,188
Net Income
-$54,929
Net Assets
$2,779,529
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $61,677
30.8%
Sales of Assets $135,078
67.5%
Other Income $3,504
1.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $220,236
86.3%
Compensation of Officers* $72,247
28.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,779,529
Total Liabilities $0
Net Assets $2,779,529
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (C0 Trustee) $42,160 $0
Dr Ronald Simon (Co Trustee) $30,087 $0

Document Links

990-PF
Filed on Dec. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$261,934
Expenses
$237,605
Net Income
$24,329
Net Assets
$2,837,622
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $62,373
23.8%
Sales of Assets $198,802
75.9%
Other Income $759
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $195,575
82.3%
Compensation of Officers* $70,279
29.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,837,623
Total Liabilities $1
Net Assets $2,837,622
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (C0 Trustee) $40,893 $0
Dr Ronald Simon (Co Trustee) $29,386 $0

Document Links

990-PF
Filed on Dec. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$365,667
Expenses
$219,383
Net Income
$146,284
Net Assets
$2,821,766
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $68,270
18.7%
Sales of Assets $295,486
80.8%
Other Income $1,911
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $190,111
86.7%
Compensation of Officers* $63,685
29.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,821,767
Total Liabilities $1
Net Assets $2,821,766
Compensation
Key Employees and Officers Compensation Other
Bank Of America (C0 Trustee) $63,685 $0
Dr Ronald Simon (Co Trustee) $0 $0

Document Links

990-PF
Filed on Dec. 9, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$128,481
Expenses
$229,056
Net Income
-$100,575
Net Assets
$2,676,349
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $79,674
62.0%
Sales of Assets $48,807
38.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $207,189
90.5%
Compensation of Officers* $64,309
28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,676,349
Total Liabilities $0
Net Assets $2,676,349

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$214,564
Expenses
$227,389
Net Income
-$12,825
Net Assets
$2,724,308
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $74,759
34.8%
Sales of Assets $139,805
65.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $208,554
91.7%
Compensation of Officers* $64,089
28.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,724,308
Total Liabilities $0
Net Assets $2,724,308

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$307,012
Expenses
$228,410
Net Income
$78,602
Net Assets
$2,737,405
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $90,157
29.4%
Sales of Assets $216,855
70.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $203,676
89.2%
Compensation of Officers* $64,064
28.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,737,405
Total Liabilities $0
Net Assets $2,737,405

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$235,478
Expenses
$205,965
Net Income
$29,513
Net Assets
$2,661,642
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $79,660
33.8%
Sales of Assets $155,818
66.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $143,702
69.8%
Compensation of Officers* $60,419
29.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,661,642
Total Liabilities $0
Net Assets $2,661,642

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$113,366
Expenses
$213,637
Net Income
-$100,271
Net Assets
$2,635,797
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $102,648
90.5%
Sales of Assets $10,718
9.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $195,294
91.4%
Compensation of Officers* $58,075
27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,635,797
Total Liabilities $0
Net Assets $2,635,797

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending July
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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