Nancy W Marks Charitable Trust

San Francisco, CA
Tax-exempt since April 1989
EIN: 36-6898627

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This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) 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.

Revenue

$7.15k (2023)

Expenses

$149k (2023)

Total Assets

$0 (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$7,150

Expenses

$149,109

Net Income

-$141,959

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.1%
Dividends	$3,268	45.7%
Sales of Assets	$3,877	54.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,378	96.2%
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	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Nancy W Marks (Trustee)	$0	$0

990-PF

Filed on May 8, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$7,778

Expenses

$14,325

Net Income

-$6,547

Net Assets

$141,959

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$3,906	50.2%
Sales of Assets	$3,869	49.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,163	70.9%
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	$141,959
Total Liabilities	$0
Net Assets	$141,959

Compensation

Key Employees and Officers	Compensation	Other
Nancy W Marks (Trustee)	$0	$0

990-PF

Filed on June 27, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$12,971

Expenses

$24,321

Net Income

-$11,350

Net Assets

$148,506

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.2%
Dividends	$3,976	30.7%
Sales of Assets	$8,969	69.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,765	81.3%
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	$148,506
Total Liabilities	$0
Net Assets	$148,506

Compensation

Key Employees and Officers	Compensation	Other
Nancy W Marks (Trustee)	$0	$0

990-PF

Filed on June 15, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$4,865

Expenses

$21,832

Net Income

-$16,967

Net Assets

$159,855

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$159	3.3%
Dividends	$4,247	87.3%
Sales of Assets	$459	9.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,264	83.7%
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	$159,856
Total Liabilities	$1
Net Assets	$159,855

Compensation

Key Employees and Officers	Compensation	Other
Nancy W Marks (Trustee)	$0	$0

990-PF

Filed on June 5, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$8,222

Expenses

$27,055

Net Income

-$18,833

Net Assets

$176,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$178	2.2%
Dividends	$4,597	55.9%
Sales of Assets	$3,447	41.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,839	88.1%
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	$176,823
Total Liabilities	$1
Net Assets	$176,822

Compensation

Key Employees and Officers	Compensation	Other
Nancy W Marks (Trustee)	$0	$0

990-PF

Filed on June 15, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$6,668

Expenses

$20,366

Net Income

-$13,698

Net Assets

$195,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$909	13.6%
Dividends	$4,718	70.8%
Sales of Assets	$1,041	15.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,349	85.2%
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	$195,656
Total Liabilities	$0
Net Assets	$195,656

Compensation

Key Employees and Officers	Compensation	Other
Nancy W Marks (Trustee)	$0	$0

990-PF

Filed on July 29, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

-$2,816

Expenses

$25,476

Net Income

-$28,292

Net Assets

$209,354

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,392
Dividends	$3,995
Sales of Assets	-$8,078
Other Income	-$125

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
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	$209,354
Total Liabilities	$0
Net Assets	$209,354

Compensation

Key Employees and Officers	Compensation	Other
Nancy W Marks (Trustee)	$0	$0

990-PF

Filed on Aug. 8, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$4,428

Expenses

$31,384

Net Income

-$26,956

Net Assets

$237,646

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,759	39.7%
Dividends	$4,239	95.7%
Sales of Assets	-$1,720
Other Income	$150	3.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,179	89.8%
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	$237,646
Total Liabilities	$0
Net Assets	$237,646

Compensation

Key Employees and Officers	Compensation	Other
Nancy W Marks (Trustee)	$0	$0

990-PF

Filed on May 31, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$5,737

Expenses

$34,469

Net Income

-$28,732

Net Assets

$264,602

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,336	23.3%
Dividends	$4,671	81.4%
Sales of Assets	$0
Other Income	$440	7.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,864	89.5%
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	$264,602
Total Liabilities	$0
Net Assets	$264,602

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

-$2,304

Expenses

$37,899

Net Income

-$40,203

Net Assets

$293,334

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,605
Dividends	$5,654
Sales of Assets	$0
Other Income	$449

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,099	90.0%
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	$293,334
Total Liabilities	$0
Net Assets	$293,334

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

-$8,850

Expenses

$34,893

Net Income

-$43,743

Net Assets

$333,537

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,847
Dividends	$4,204
Sales of Assets	$0
Other Income	-$121

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,365	87.0%
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	$333,537
Total Liabilities	$0
Net Assets	$333,537

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$14,947

Expenses

$38,063

Net Income

-$23,116

Net Assets

$377,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,118	14.2%
Dividends	$3,283	22.0%
Sales of Assets	$9,546	63.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,475	90.6%
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	$377,280
Total Liabilities	$0
Net Assets	$377,280

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$7,896

Expenses

$40,769

Net Income

-$32,873

Net Assets

$400,396

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,508	31.8%
Dividends	$2,976	37.7%
Sales of Assets	$2,242	28.4%
Other Income	$170	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,865	83.1%
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	$400,396
Total Liabilities	$0
Net Assets	$400,396

990-PF

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

Fiscal Year Ending Dec.
2008

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

990-PF

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

PDF

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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.

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Types of Nonprofits

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Updated August 21, 2025

Nancy W Marks Charitable Trust

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $7.15k (2023)

Expenses $149k (2023)

Total Assets $0 (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Revenue

$7.15k (2023)

Expenses

$149k (2023)

Total Assets

$0 (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001