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Julien E Marx Foundation Trust

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
$588k (2022)

Expenses
$739k (2022)

Total Assets
$9.96M (2022)

Total Liabilities
$1.54M (2022)

Years with missing data
Source: Form 990 tax filings from 2013 to 2022

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 Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$587,771
Expenses
$738,813
Net Income
-$151,042
Net Assets
$8,420,440
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $693
0.1%
Dividends $12,437
2.1%
Sales of Assets $12,702
2.2%
Other Income $10,000
1.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $106,686
14.4%
Compensation of Officers* $65,771
8.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,961,994
Total Liabilities $1,541,554
Net Assets $8,420,440
Compensation
Key Employees and Officers Compensation Other
William T Youngblood William T Youn (Trustee) $0 $0
Michael Mcaleer (Trustee) $0 $0
I David Cherniak (Trustee) $0 $0
Scott Browning (Trustee) $0 $0
Bobby Frost (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$340,865
Expenses
$1,555,368
Net Income
-$1,214,503
Net Assets
$8,580,284
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,349
0.7%
Dividends $31,649
9.3%
Sales of Assets -$228,138
Other Income -$984
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,001,571
64.4%
Compensation of Officers* $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 $8,647,560
Total Liabilities $67,276
Net Assets $8,580,284
Compensation
Key Employees and Officers Compensation Other
William T Youngblood (Trustee) $0 $0
Earl Hollingshead (Trustee) $0 $0
Michael Mcaleer (Trustee) $0 $0
I David Cherniak (Trustee) $0 $0
Scott Browning (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$739,111
Expenses
$998,361
Net Income
-$259,250
Net Assets
$9,901,759
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $103,610
14.0%
Interest Revenue $7,236
1.0%
Dividends $16,571
2.2%
Sales of Assets $86,984
11.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $443,581
44.4%
Compensation of Officers* $118,010
11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,901,760
Total Liabilities $1
Net Assets $9,901,759
Compensation
Key Employees and Officers Compensation Other
Earl Hollingshead (Trustee) $79,688 $0
William T Youngblood (Trustee) $14,125 $0
Michael Mcaleer (Trustee) $9,112 $0
Scott Browning (Trustee) $7,938 $0
I David Cherniak (Trustee) $7,147 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$633,535
Expenses
$1,347,304
Net Income
-$713,769
Net Assets
$10,195,184
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100,000
15.8%
Interest Revenue $18,278
2.9%
Dividends $16,735
2.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $491,832
36.5%
Compensation of Officers* $128,272
9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,195,185
Total Liabilities $1
Net Assets $10,195,184
Compensation
Key Employees and Officers Compensation Other
Earl Hollingshead (Trustee) $66,912 $0
William T Youngblood (Trustee) $32,248 $0
I David Cherniak (Trustee) $11,825 $0
Michael Mcaleer (Trustee) $9,000 $0
Scott Browning (Trustee) $8,287 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$743,478
Expenses
$984,237
Net Income
-$240,759
Net Assets
$10,938,766
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10,572
1.4%
Dividends $17,370
2.3%
Sales of Assets $89,914
12.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $363,036
36.9%
Compensation of Officers* $98,042
10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,938,766
Total Liabilities $0
Net Assets $10,938,766
Compensation
Key Employees and Officers Compensation Other
Earl Hollingshead (Trustee) $38,011 $0
William T Youngblood (Trustee) $20,838 $0
I David Cherniak (Trustee) $20,838 $0
Michael Mcaleer (Trustee) $9,680 $0
Scott Browning (Trustee) $8,675 $0

Document Links

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$624,320
Expenses
$1,289,289
Net Income
-$664,969
Net Assets
$11,946,968
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $16,229
2.6%
Dividends $19,592
3.1%
Sales of Assets $10,035
1.6%
Other Income $405
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $261,747
20.3%
Compensation of Officers* $44,748
3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,946,968
Total Liabilities $0
Net Assets $11,946,968
Compensation
Key Employees and Officers Compensation Other
Earl Hollingshead (Trustee) $31,174 $0
Michael Mcaleer (Trustee) $4,500 $0
William T Youngblood (Trustee) $3,512 $0
Linda Marx (Trustee) $3,375 $0
I David Cherniak (Trustee) $2,187 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,019,106
Expenses
$1,243,760
Net Income
-$224,654
Net Assets
$12,634,394
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,387
0.5%
Dividends $9,738
1.0%
Sales of Assets $510,558
50.1%
Other Income $247
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $512,485
41.2%
Compensation of Officers* $40,212
3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,634,394
Total Liabilities $0
Net Assets $12,634,394
Compensation
Key Employees and Officers Compensation Other
Earl Hollingshead (Trustee) $16,762 $0
William T Youngblood (Trustee) $12,062 $0
Michael Mcaleer (Trustee) $5,387 $0
Linda Marx (Trustee) $5,312 $0
I David Cherniak (Trustee) $689 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$233,748
Expenses
$569,748
Net Income
-$803,496
Net Assets
$12,939,070
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $954
Interest Revenue $0
Dividends $115
Sales of Assets -$797,898
Other Income -$12,480
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,400
2.2%
Compensation of Officers* $28,012
4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,939,161
Total Liabilities $91
Net Assets $12,939,070
Compensation
Key Employees and Officers Compensation Other
Earl Hollingshead (Trustee) $12,650 $0
Michael Mcaleer (Trustee) $6,200 $0
Linda Marx (Trustee) $4,625 $0
William T Youngblood (Trustee) $4,537 $0
I David Cherniak (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,499,407
Expenses
$1,430,563
Net Income
$12,068,844
Net Assets
$13,769,650
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $12,903,087
95.6%
Interest Revenue $0
Dividends $1,074
0.0%
Sales of Assets $17,479
0.1%
Other Income -$17,479
Notable Expenses Percent of Total Expenses
Charitable Disbursements $809,645
56.6%
Compensation of Officers* $61,414
4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $13,769,650
Total Liabilities $0
Net Assets $13,769,650
Compensation
Key Employees and Officers Compensation Other
Earl Hollingshead (Trustee) $21,938 $0
William T Youngblood (Trustee) $13,800 $0
Linda Marx (Trustee) $13,613 $0
Michael Mcaleer (Trustee) $12,063 $0
I David Cherniak (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

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

Fiscal Year Ending Dec.
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

About 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.

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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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