Gertie F Marx Private Fdn
Gertie F Marx Private Fdn is a private foundation, based in Pennington, NJ. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 4 grants totaling $158K. Net investment income was $183K.
Gertie F Marx Private Fdn at a glance
In short: Gertie F Marx Private Fdn gave $158K across 4 grants in 2025 (avg $40K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $158,200
- +6.1% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $39,550
- +6.1% vs 2024
- Median grant
- $39,550
- Total assets
- $2,579,187
- -0.3% vs 2024
- Primary geography
- New York (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Gertie F Marx Private Fdn funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Northwell Health Foundation ($40K). Together the top 4 received $158K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Gertie F Marx Private Fdn gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 122% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $149K (2024) to $177K (2022). In 2025 it made 4 grants totaling $158K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Northwell Health Foundation New Hyde Park, NY | Unrestricted General | $39,550 |
| Fdn for Anesthesia Educ & Rsch Schaumburg, IL | Unrestricted General | $39,550 |
| Albert Einstein College of Med Bronx, NY | Unrestricted General | $39,550 |
| Soc for Obstetric Anesthesia Lexington, KY | Unrestricted General | $39,550 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,579,187 | $227,946 | $231,488 | $158,200 | 4 | $185,323 | $183,129 | $151,766 |
| 2024 | $2,585,980 | $134,463 | $214,550 | $149,048 | 4 | $187,076 | $106,523 | $143,900 |
| 2023 | $2,664,281 | $104,981 | $218,165 | $152,272 | 4 | $189,159 | $77,247 | $139,034 |
| 2022 | $2,779,529 | $200,259 | $255,188 | $176,888 | 4 | $220,236 | $164,911 | $160,212 |
| 2021 | $2,837,623 | $261,934 | $237,605 | $153,408 | 4 | — | $230,814 | $158,464 |
Under IRS private-foundation payout rules, Gertie F Marx Private Fdn reported a distributable amount of $152K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Gertie F Marx Private Fdn's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America N A
C0-Trustee
On filings since 2021
2 hrs/week
$41K (2021) → $41K (2025)
Ronald Simon
Co-Trustee
On filings since 2021
2 hrs/week
$29K (2021) → $28K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $41K, to Bank of America N a (C0-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Gertie F Marx Private Fdn
How much does Gertie F Marx Private Fdn give each year?
Gertie F Marx Private Fdn gave $158K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $149K across 4 grants.
What is Gertie F Marx Private Fdn's typical grant size?
Gertie F Marx Private Fdn's median grant in 2025 was $39,550, and its average grant was $39,550, across 4 grants on its 2025 IRS Form 990-PF.
Where does Gertie F Marx Private Fdn give grants?
Gertie F Marx Private Fdn gives mostly in New York: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Illinois (25%) and Kentucky (25%).
Does Gertie F Marx Private Fdn give general operating support?
Yes: 100% of Gertie F Marx Private Fdn's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Gertie F Marx Private Fdn?
Gertie F Marx Private Fdn reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $185K in qualifying distributions that year, against a required minimum of $152K (roughly 5% of its investment assets).
What is Gertie F Marx Private Fdn's EIN?
Gertie F Marx Private Fdn's EIN (Employer Identification Number) is 20-3278852. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 12, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS December 15, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 6, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 19, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 31, 2026)
- IRS filings on file for fiscal years 2021–2025
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