Richard And Barbara Marx Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Richard And Barbara Marx Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 47-1003354

Foundation Overview

Based in Dallas, OR, Richard And Barbara Marx Foundation has awarded 236 grants totaling $1,862,540 to organizations in Oregon, Massachusetts and 3 other states across the US. Individual grants range from $2,000 to $58,300, with a median award of $5,000.

Latest Tax Year
2025
Total Giving (all years)
$1,862,540
Total Assets
$8,998,802
Median Grant (all grants)
$5,000

Latest Form 990-PF Snapshot

Total Grants
26
Median Grant
$6,050
% Median Grant Growth
+10% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: 8%

2 of 26 recipients (8%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Oregon

84% of all grants are concentrated in Oregon, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Oregon, funding concentrates in Salem (41%), Dallas (21%), Independence (12%).

Funding Trajectory
+132%

Strong 132% growth in annual giving over 5 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Community Projects + 3 others

Diversified giving across multiple program areas with primary emphasis on community projects (76%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Richard And Barbara Marx Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Marion Polk Food Share $24,200 Salem, OR, US Provide Food Support 2025
James 2 Community Kitchen $7,700 Dallas, OR, US To Support Access To Food 2025
Dallas United Methodist Church $3,300 Dallas, OR, US Temporary Housing For Veterans 2025
Salem Ymca $3,300 Salem, OR, US To Provide Support 2025
Union Gospel Mission $18,150 Salem, OR, US Support For Homeless 2025
The Kindness Club $3,300 Dallas, OR, US To Provide Support For Kids In Need 2025
Project Hope Uganda $3,080 Columbia City, OR, US To Provide Support 2025
Ella Curran Community Food Bank $58,300 Independence, OR, US To Support Access To Food 2025
Oregon Humane Society $18,150 Portland, OR, US Support Services To Pets & People 2025
Pear $6,050 Portland, OR, US Mentor Homeless Youth 2025
Humane Society Of The Ochocos $9,020 Prineville, OR, US Animal Shelter 2025
Accion International $6,050 Cambridge, MA, US To Provide Support 2025
Family Building Blocks $28,600 Salem, OR, US Provide Support To High Risk Familie 2025
Monmouth Independence Ymca $6,050 Monmouth, OR, US To Provide Support 2025
Issacs Room $15,400 Salem, OR, US To Provide Support To Youth 2025
Technoserve $7,500 Washington, DC, US To Support Education 2025
Alzheimers Network $4,510 Salem, OR, US To Provide Support 2025
Creating Opportunities $4,840 Dallas, OR, US Provide Support 2025
Acres Of Hope $6,050 Independence, OR, US Provide Support To Youth 2025
Salvation Army Polk County $15,400 Salem, OR, US To Provide Support 2025
Kauai Humane Society $6,050 Lihue, HI, US To Provide Support For Animals 2025
Medical Teams International $17,650 Portland, OR, US Medical Services For Those In Need 2025
Casa Of Polk County $6,600 Dallas, OR, US Support For Youth In Foster Care 2025
American Red Cross $4,840 Salem, OR, US Protect Life And Health 2025
Monmouth Independence Community Fou $6,050 Monmouth, OR, US Scholarships & Community Development 2025
Garten $5,000 Salem, OR, US Support People With Disabilities 2025
Marion Polk Food Share $22,000 Salem, OR, US Provide Food Support 2024
James 2 Community Kitchen $7,000 Dallas, OR, US To Support Access To Food 2024
Dallas United Methodist Church $3,000 Dallas, OR, US Temporary Housing For Veterans 2024
Salem Ymca $3,000 Salem, OR, US To Provide Support 2024
Union Gospel Mission $16,500 Salem, OR, US Support For Homeless 2024
The Kindness Club $3,000 Dallas, OR, US To Provide Support For Kids In Need 2024
Project Hope Uganda $2,800 Columbia City, OR, US To Provide Support 2024
Ella Curran Community Food Bank $3,000 Independence, OR, US To Support Access To Food 2024
Oregon Humane Society $16,500 Portland, OR, US Support Services To Pets & People 2024
Pear $5,500 Portland, OR, US Mentor Homeless Youth 2024
Humane Society Of The Ochocos $8,200 Prineville, OR, US Animal Shelter 2024
Accion International $5,500 Cambridge, MA, US To Provide Support 2024
Family Building Blocks $26,000 Salem, OR, US Provide Support To High Risk Familie 2024
Monmouth Independence Ymca $5,500 Monmouth, OR, US To Provide Support 2024
Issacs Room $14,000 Salem, OR, US To Provide Support To Youth 2024
Technoserve $5,500 Washington, DC, US To Support Education 2024
Alzheimers Network $4,100 Salem, OR, US To Provide Support 2024
Creating Opportunities $4,400 Dallas, OR, US Provide Support 2024
Acres Of Hope $5,500 Independence, OR, US Provide Support To Youth 2024
Salvation Army Polk County $14,000 Salem, OR, US To Provide Support 2024
Kauai Humane Society $5,500 Lihue, HI, US To Provide Support For Animals 2024
Medical Teams International $16,000 Portland, OR, US Medical Services For Those In Need 2024
Casa Of Polk County $6,000 Dallas, OR, US Support For Youth In Foster Care 2024
Central School District $6,000 Independence, OR, US Public Education K - 12th Grade 2024
American Red Cross $4,400 Salem, OR, US Protect Life And Health 2024
Marion Polk Food Share $20,000 Salem, OR, US Provide Food Support 2023
James 2 Community Kitchen $6,500 Dallas, OR, US To Support Access To Food 2023
Dallas United Methodist Church $2,500 Dallas, OR, US Temporary Housing For Veterans 2023
Salem Ymca $2,500 Salem, OR, US To Provide Support 2023
Union Gospel Mission $15,000 Salem, OR, US Support For Homeless 2023
The Kindness Club $2,500 Dallas, OR, US To Provide Support For Kids In Need 2023
Project Hope Uganda $2,500 Columbia City, OR, US To Provide Support 2023
Ella Curran Community Food Bank $2,500 Independence, OR, US To Support Access To Food 2023
Willamette Humane Society $15,000 Salem, OR, US Support Services To Pets & People 2023
Pear $5,000 Portland, OR, US Mentor Homeless Youth 2023
Humane Society Of Oregon $7,500 Prineville, OR, US Animal Shelter 2023
Accion International $5,000 Cambridge, MA, US To Provide Support 2023
Family Building Blocks $23,750 Salem, OR, US Provide Support To High Risk Familie 2023
Monmouth Independence Ymca $5,000 Monmouth, OR, US To Provide Support 2023
Issacs Room $12,500 Salem, OR, US To Provide Support To Youth 2023
Technoserve $5,000 Washington, DC, US To Support Education 2023
Alzheimers Network $3,750 Salem, OR, US To Provide Support 2023
Creating Opportunities $4,000 Dallas, OR, US Provide Support 2023
Acres Of Hope $5,000 Independence, OR, US Provide Support To Youth 2023
Salvation Army Polk County $12,500 Salem, OR, US To Provide Support 2023
Kauai Humane Society $5,000 Lihue, HI, US To Provide Support For Animals 2023
Medical Teams International $16,000 Portland, OR, US Medical Services For Those In Need 2023
Council For Native Hawaiian Advance $4,000 Kapolei, HI, US Rebuild Lahaina, Maui 2023
Marion Polk Food Share $20,000 Salem, OR, US Provide Food Support 2023
James 2 Community Kitchen $6,500 Dallas, OR, US To Support Access To Food 2023
Dallas United Methodist Church $2,500 Dallas, OR, US Temporary Housing For Veterans 2023
Salem Ymca $2,500 Salem, OR, US To Provide Support 2023
Union Gospel Mission $15,000 Salem, OR, US Support For Homeless 2023
The Kindness Club $2,500 Dallas, OR, US To Provide Support For Kids In Need 2023
Project Hope Uganda $2,500 Columbia City, OR, US To Provide Support 2023
Ella Curran Community Food Bank $2,500 Independence, OR, US To Support Access To Food 2023
Willamette Humane Society $15,000 Salem, OR, US Support Services To Pets & People 2023
Pear $5,000 Portland, OR, US Mentor Homeless Youth 2023
Humane Society Of Oregon $7,500 Prineville, OR, US Animal Shelter 2023
Accion International $5,000 Cambridge, MA, US To Provide Support 2023
Family Building Blocks $23,750 Salem, OR, US Provide Support To High Risk Familie 2023
Monmouth Independence Ymca $5,000 Monmouth, OR, US To Provide Support 2023
Issacs Room $12,500 Salem, OR, US To Provide Support To Youth 2023
Technoserve $5,000 Washington, DC, US To Support Education 2023
Alzheimers Network $3,750 Salem, OR, US To Provide Support 2023
Creating Opportunities $4,000 Dallas, OR, US Provide Support 2023
Acres Of Hope $5,000 Independence, OR, US Provide Support To Youth 2023
Salvation Army Polk County $12,500 Salem, OR, US To Provide Support 2023
Kauai Humane Society $5,000 Lihue, HI, US To Provide Support For Animals 2023
Medical Teams International $16,000 Portland, OR, US Medical Services For Those In Need 2023
Council For Native Hawaiian Advance $4,000 Kapolei, HI, US Rebuild Lahaina, Maui 2023
Marion Polk Food Share $20,000 Salem, OR, US Provide Food Support 2023
James 2 Community Kitchen $6,500 Dallas, OR, US To Support Access To Food 2023
Dallas United Methodist Church $2,500 Dallas, OR, US Temporary Housing For Veterans 2023
Salem Ymca $2,500 Salem, OR, US To Provide Support 2023
Union Gospel Mission $15,000 Salem, OR, US Support For Homeless 2023
The Kindness Club $2,500 Dallas, OR, US To Provide Support For Kids In Need 2023
Project Hope Uganda $2,500 Columbia City, OR, US To Provide Support 2023
Ella Curran Community Food Bank $2,500 Independence, OR, US To Support Access To Food 2023
Willamette Humane Society $15,000 Salem, OR, US Support Services To Pets & People 2023
Pear $5,000 Portland, OR, US Mentor Homeless Youth 2023
Humane Society Of Oregon $7,500 Prineville, OR, US Animal Shelter 2023
Accion International $5,000 Cambridge, MA, US To Provide Support 2023
Family Building Blocks $23,750 Salem, OR, US Provide Support To High Risk Familie 2023
Monmouth Independence Ymca $5,000 Monmouth, OR, US To Provide Support 2023
Issacs Room $12,500 Salem, OR, US To Provide Support To Youth 2023
Technoserve $5,000 Washington, DC, US To Support Education 2023
Alzheimers Network $3,750 Salem, OR, US To Provide Support 2023
Creating Opportunities $4,000 Dallas, OR, US Provide Support 2023
Acres Of Hope $5,000 Independence, OR, US Provide Support To Youth 2023
Salvation Army Polk County $12,500 Salem, OR, US To Provide Support 2023
Kauai Humane Society $5,000 Lihue, HI, US To Provide Support For Animals 2023
Medical Teams International $16,000 Portland, OR, US Medical Services For Those In Need 2023
Council For Native Hawaiian Advance $4,000 Kapolei, HI, US Rebuild Lahaina, Maui 2023
Marion Polk Food Share $20,000 Salem, OR, US Provide Food Support 2023
James 2 Community Kitchen $6,500 Dallas, OR, US To Support Access To Food 2023
Dallas United Methodist Church $2,500 Dallas, OR, US Temporary Housing For Veterans 2023
Salem Ymca $2,500 Salem, OR, US To Provide Support 2023
Union Gospel Mission $15,000 Salem, OR, US Support For Homeless 2023
The Kindness Club $2,500 Dallas, OR, US To Provide Support For Kids In Need 2023
Project Hope Uganda $2,500 Columbia City, OR, US To Provide Support 2023
Ella Curran Community Food Bank $2,500 Independence, OR, US To Support Access To Food 2023
Willamette Humane Society $15,000 Salem, OR, US Support Services To Pets & People 2023
Pear $5,000 Portland, OR, US Mentor Homeless Youth 2023
Humane Society Of Oregon $7,500 Prineville, OR, US Animal Shelter 2023
Accion International $5,000 Cambridge, MA, US To Provide Support 2023
Family Building Blocks $23,750 Salem, OR, US Provide Support To High Risk Familie 2023
Monmouth Independence Ymca $5,000 Monmouth, OR, US To Provide Support 2023
Issacs Room $12,500 Salem, OR, US To Provide Support To Youth 2023
Technoserve $5,000 Washington, DC, US To Support Education 2023
Alzheimers Network $3,750 Salem, OR, US To Provide Support 2023
Creating Opportunities $4,000 Dallas, OR, US Provide Support 2023
Acres Of Hope $5,000 Independence, OR, US Provide Support To Youth 2023
Salvation Army Polk County $12,500 Salem, OR, US To Provide Support 2023
Kauai Humane Society $5,000 Lihue, HI, US To Provide Support For Animals 2023
Medical Teams International $16,000 Portland, OR, US Medical Services For Those In Need 2023
Council For Native Hawaiian Advance $4,000 Kapolei, HI, US Rebuild Lahaina, Maui 2023
Marion Polk Food Share $20,000 Salem, OR, US To Provide Support 2022
James 2 Community Kitchen $6,250 Dallas, OR, US To Support Access To Food 2022
Dallas United Methodist Church $2,500 Dallas, OR, US Temporary Housing For Veterans 2022
Salem Ymca $2,500 Salem, OR, US To Provide Support 2022
Union Gospel Mission $15,000 Salem, OR, US To Provide Support 2022
The Kindness Club $2,500 Dallas, OR, US To Provide Support 2022
Project Hope Uganda $2,500 Columbia City, OR, US To Provide Support 2022
Ella Curran Community Food Bank $2,500 Independence, OR, US To Support Access To Food 2022
Willamette Humane Society $15,000 Salem, OR, US Support Services To Pets & People 2022
Pear $5,000 Portland, OR, US Mentor Homeless Youth 2022
Humane Society Of The Ochocos $7,500 Prineville, OR, US Animal Shelter 2022
Accion International $5,000 Cambridge, MA, US To Provide Support 2022
Family Building Blocks $17,500 Salem, OR, US Provide Support To High Risk Familie 2022
Monmouth Independence $5,000 Independence, OR, US To Provide Support 2022
American Red Cross $3,750 Boone, IA, US To Provide Support 2022
Issacs Room $12,500 Salem, OR, US To Provide Support To Youth 2022
Technoserve $5,000 Washington, DC, US To Support Education 2022
Alzheimers Network $3,750 Salem, OR, US To Provide Support 2022
Creating Opportunities $3,750 Dallas, OR, US Provide Support 2022
Acres Of Hope $5,000 Independence, OR, US Provide Support To Youth 2022
Young Life - Keizer $6,250 Keizer, OR, US To Support Youth Ministry 2022
Salvation Army Polk County $12,500 Salem, OR, US To Provide Support 2022
Kauai Humane Society $5,000 Lihue, HI, US To Provide Support For Animals 2022
Medical Teams International $16,000 Portland, OR, US Medical Services For Those In Need 2022
Marion Polk Food Share $20,000 Salem, OR, US To Provide Support 2022
James 2 Community Kitchen $6,250 Dallas, OR, US To Support Access To Food 2022
Dallas United Methodist Church $2,500 Dallas, OR, US Temporary Housing For Veterans 2022
Salem Ymca $2,500 Salem, OR, US To Provide Support 2022
Union Gospel Mission $15,000 Salem, OR, US To Provide Support 2022
The Kindness Club $2,500 Dallas, OR, US To Provide Support 2022
Project Hope Uganda $2,500 Columbia City, OR, US To Provide Support 2022
Ella Curran Community Food Bank $2,500 Independence, OR, US To Support Access To Food 2022
Willamette Humane Society $15,000 Salem, OR, US Support Services To Pets & People 2022
Pear $5,000 Portland, OR, US Mentor Homeless Youth 2022
Humane Society Of The Ochocos $7,500 Prineville, OR, US Animal Shelter 2022
Accion International $5,000 Cambridge, MA, US To Provide Support 2022
Family Building Blocks $17,500 Salem, OR, US Provide Support To High Risk Familie 2022
Monmouth Independence $5,000 Independence, OR, US To Provide Support 2022
American Red Cross $3,750 Boone, IA, US To Provide Support 2022
Issacs Room $12,500 Salem, OR, US To Provide Support To Youth 2022
Technoserve $5,000 Washington, DC, US To Support Education 2022
Alzheimers Network $3,750 Salem, OR, US To Provide Support 2022
Creating Opportunities $3,750 Dallas, OR, US Provide Support 2022
Acres Of Hope $5,000 Independence, OR, US Provide Support To Youth 2022
Young Life - Keizer $6,250 Keizer, OR, US To Support Youth Ministry 2022
Salvation Army Polk County $12,500 Salem, OR, US To Provide Support 2022
Kauai Humane Society $5,000 Lihue, HI, US To Provide Support For Animals 2022
Medical Teams International $16,000 Portland, OR, US Medical Services For Those In Need 2022
Marion Polk Food Share $16,000 Salem, OR, US To Provide Support 2021
James 2 Community Kitchen $5,000 Dallas, OR, US To Support Access To Food 2021
Dallas United Methodist Church $2,000 Dallas, OR, US Temporary Housing For Veterans 2021
Salem Ymca $2,000 Salem, OR, US To Provide Support 2021
Union Gospel Mission $12,000 Salem, OR, US To Provide Support 2021
The Kindness Club $2,000 Dallas, OR, US To Provide Support 2021
Project Hope Uganda $2,000 Columbia City, OR, US To Provide Support 2021
Ella Curran Community Food Bank $2,000 Independence, OR, US To Support Access To Food 2021
Willamette Humane Society $12,000 Salem, OR, US Support Services To Pets & People 2021
Pear $4,000 Portland, OR, US Mentor Homeless Youth 2021
Humane Society Of The Ochocos $6,000 Prineville, OR, US Animal Shelter 2021
Accion International $4,000 Cambridge, MA, US To Provide Support 2021
Family Building Blocks $14,000 Salem, OR, US Provide Support To High Risk Familie 2021
Monmouth Independence $4,000 Independence, OR, US To Provide Support 2021
American Red Cross $3,000 Boone, IA, US To Provide Support 2021
Issacs Room $10,000 Salem, OR, US To Provide Support To Youth 2021
Technoserve $4,000 Washington, DC, US To Support Education 2021
Alzheimers Network $3,000 Salem, OR, US To Provide Support 2021
Creating Opportunities $3,000 Dallas, OR, US Provide Support 2021
Acres Of Hope $4,000 Independence, OR, US Provide Support To Youth 2021
Young Life - Keizer $5,000 Keizer, OR, US To Support Youth Ministry 2021
Salvation Army Polk County $10,000 Salem, OR, US To Provide Support 2021
Kauai Humane Society $2,000 Lihue, HI, US To Provide Support For Animals 2021
Accion $4,000 Cambridge, MA, US To Provide Support 2020
Alzheimers Network $3,000 Salem, OR, US To Provide Support 2020
American Red Cross $3,000 Boone, IA, US To Provide Support 2020
Creating Opportunities $3,000 Dallas, OR, US To Provide Support 2020
Dallas United Methodist Church - Gale's Lodge $2,000 Dallas, OR, US To Provide Assistance And Temporary Housing For Homeless Veterans 2020
Ella Curran Community Food Bank $2,000 Independence, OR, US To Support Access To Food For Those In Need 2020
Family Building Blocks $14,000 Salem, OR, US To Provide Support For High Risk Families With Very Young Children 2020
Isaacs Room Expansion Campaign $10,000 Salem, OR, US To Provide Support 2020
James 2 Community Kitchen $5,000 Dallas, OR, US To Support Access To Food For Those In Need 2020
Keizer Young Life $5,000 Keizer, OR, US To Support Youth Ministry 2020
Marion Polk Food Share $16,000 Salem, OR, US To Provide Support 2020
Monmouth Independence $4,000 Independence, OR, US To Provide Support 2020
Piear $4,000 Portland, OR, US To Provide Support 2020
Project Hope Uganda $2,000 Columbia City, OR, US To Provide Support 2020
Salem Ymca $2,000 Salem, OR, US To Provide Support 2020
Salvation Army Polk County $10,000 Salem, OR, US To Provide Support 2020
Technoserve $4,000 Washington, DC, US To Support Education 2020
Union Gospel Mission $12,000 Salem, OR, US To Provide Support 2020
Willamette Humane Society $12,000 Salem, OR, US To Support The Provision Of Compassionate Services To Pets And People 2020
Polk County Historical Society $2,000 Monmouth, OR, US To Support Education 2020
Humane Society Of The Ochocos $6,000 Prineville, OR, US To Support The Creation Of A Community Responsible For Animals 2020
Kindness Club Dallas Oregon $2,000 Dallas, OR, US To Provide Support 2020

Foundations Similar to Richard And Barbara Marx Foundation

Discover 5 foundations with comparable assets ($8,179,188-$9,551,536), similar grant patterns, and geographic focus in OR that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 20-4720365 | 135 grants awarded
$8,861,685
(≈ Similar)
$5,850
median grant
Jacksonville, OR
Same state
99%
Excellent match

EIN: 23-7120564 | 252 grants awarded
$8,694,287
(≈ Similar)
$4,250
median grant
Lake Oswego, OR
Same state
98%
Excellent match

EIN: 93-0800814 | 206 grants awarded
$8,633,307
(≈ Similar)
$9,612.5
median grant
Eugene, OR
Same state
98%
Excellent match

EIN: 20-5052365 | 101 grants awarded
$9,551,536
(≈ Similar)
$7,500
median grant
Jacksonville, OR
Same state
97%
Excellent match

EIN: 84-3445318 | 94 grants awarded
$8,179,188
(≈ Similar)
$10,000
median grant
Carlton, OR
Same state
95%
Excellent match

Contact Information

Official contact details for Richard And Barbara Marx Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 47-1003354
Website N/A
Address 4355 N OAK GROVE RD Rickreall, OR 97371-9746

Key People (4)

Board members, trustees, and key staff who oversee Richard And Barbara Marx Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President/di Richard A Marx
Secretary/di Barbara J Marx
V.p./ Direct Tamara D Marx
V.p./directo Tanya Bordadora

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Richard And Barbara Marx Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.