Charles E Marshall and Shirley S Marshall Charitable Trust
Charles E Marshall and Shirley S Marshall Charitable Trust is a private foundation focused on Education, based in Bethesda, MD. IRS filing data is available from 2019 through 2026. As of 2026, the organization holds $949K in total assets. In 2026, it awarded 1 grant totaling $49K. Net investment income was $85K.
Charles E Marshall and Shirley S Marshall Charitable Trust at a glance
In short: Charles E Marshall and Shirley S Marshall Charitable Trust gave $49K across 1 grant in 2026 (avg $49K), mostly in Georgia. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $48,500
- Grants made (2026)
- 1
- Average grant
- $48,500
- Median grant
- $48,500
- Total assets
- $948,879
- +3.8% vs 2025
- Primary geography
- Georgia (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026.
Who Charles E Marshall and Shirley S Marshall Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Spleman College ($49K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 1 grant of 3 (33%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Charles E Marshall and Shirley S Marshall Charitable Trust gives
- In 2026 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2026, annual grant giving ranged from $45K (2020) to $204K (2019). In 2026 it made 1 grant totaling $49K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Spleman College Atlanta, GA | Scholarships selected by admissions committee of spelman college to currently enrolled students | $48,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $948,879 | $101,188 | $66,492 | $48,500 | 1 | $49,700 | $85,348 | $50,745 |
| 2025 | $914,183 | $83,070 | $16,875 | — | — | $1,200 | $68,495 | $46,721 |
| 2024 | $847,988 | $82,860 | $117,177 | $102,000 | 1 | $103,200 | $68,883 | $44,234 |
| 2023 | $886,818 | $-5,602 | $14,367 | — | — | $1,200 | $14,623 | $42,695 |
| 2022 | $906,787 | $49,135 | $71,946 | $52,000 | 1 | $53,200 | $33,668 | $49,500 |
| 2021 | $929,598 | $123,441 | $111,098 | $92,000 | 1 | — | $109,750 | $45,981 |
| 2020 | $917,255 | $47,056 | $52,203 | $45,370 | 1 | — | $40,223 | $42,501 |
| 2019 | $922,402 | $105,827 | $223,539 | $203,881 | 1 | — | $105,827 | $249,026 |
Under IRS private-foundation payout rules, Charles E Marshall and Shirley S Marshall Charitable Trust reported a distributable amount of $51K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles E Marshall and Shirley S Marshall Charitable Trust's 2026 filing lists 2 officers; none of the 2 officers listed in 2026 report compensation.
Officers on the 2026 filing
Samara V. Watkins
Trustee
On filings since 2019
4 hrs/week
No compensation reported
Todd R. Watkins
Trustee
On filings since 2019
4 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Charles E Marshall and Shirley S Marshall Charitable Trust
How much does Charles E Marshall and Shirley S Marshall Charitable Trust give each year?
Charles E Marshall and Shirley S Marshall Charitable Trust gave $49K across 1 grant in 2026, according to its 2026 IRS Form 990-PF.
How large is Charles E Marshall and Shirley S Marshall Charitable Trust?
Charles E Marshall and Shirley S Marshall Charitable Trust reported $949K in total assets on its 2026 IRS Form 990-PF. It paid out $50K in qualifying distributions that year, against a required minimum of $51K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Charles E Marshall and Shirley S Marshall Charitable Trust?
Charles E Marshall and Shirley S Marshall Charitable Trust is a private foundation focused on Education, based in Bethesda, MD. It holds $949K in total assets as of 2026.
Where does Charles E Marshall and Shirley S Marshall Charitable Trust operate?
Charles E Marshall and Shirley S Marshall Charitable Trust has awarded grants in Georgia.
What is Charles E Marshall and Shirley S Marshall Charitable Trust's EIN?
Charles E Marshall and Shirley S Marshall Charitable Trust's EIN (Employer Identification Number) is 25-6697119. IRS Form 990 filing data is available on this page for 2019–2026.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 10, 2020)
- Added Form 990-PF for fiscal year 2026 (received by the IRS September 1, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Charles E Marshall and Shirley S Marshall Charitable Trust funds
Education Open opportunities, soonest deadline first.
- UK Annual Writing Award: 'Pleasure in the Task of Writing' £250 (1st prize); £50 (runners-up); books for school library · Due November 5, 2026
- Nellie Mae Event Sponsorship Fund Grant Up to US $5,000 · Due November 5, 2026
- Rubin and Gloria Feldman Family Educational Institute Up to $5,000 · Due November 5, 2026
Explore Open Grants
Browse active grant opportunities in Charles E Marshall and Shirley S Marshall Charitable Trust's focus areas in our free grants database
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