Charles E Marshall and Shirley S is a private foundation focused on Education, based in Bethesda, MD. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $914K in total assets. In 2025, it made $1K in qualifying distributions. Net investment income was $68K.
Key facts about Charles E Marshall and Shirley S
- EIN
- 25-6697119
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $914,183
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$914K
+7.8% YoY
Revenue
$83K
+0.3% YoY
Qualifying Distributions
$1K
-98.8% YoY
Expenses
$17K
-85.6% YoY
Under IRS private-foundation payout rules, Charles E Marshall and Shirley S reported a distributable amount of $47K for 2025 — the minimum it must pay out in qualifying distributions.
How Charles E Marshall and Shirley S gives
- Giving held roughly steady from 2021 to 2024 (+11%). Method
- In 2025 it paid out 3% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2025
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $914,183 | $847,988 | $886,818 |
| Revenue | $83,070 | $82,860 | $-5,602 |
| Expenses | $16,875 | $117,177 | $14,367 |
| Qualifying Distributions | $1,200 | $103,200 | $1,200 |
| Net Investment Income | $68,495 | $68,883 | $14,623 |
| Distributable Amount | $46,721 | $44,234 | $42,695 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Charles E Marshall and Shirley S's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Samara V. Watkins
Trustee
On filings since 2020
4 hrs/week
No compensation reported
Todd R. Watkins
Trustee
On filings since 2020
4 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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
How large is Charles E Marshall and Shirley S?
Charles E Marshall and Shirley S reported $914K in total assets on its 2025 IRS Form 990-PF. It paid out $1K in qualifying distributions that year, against a required minimum of $47K (roughly 5% of its investment assets).
What is Charles E Marshall and Shirley S?
Charles E Marshall and Shirley S is a private foundation focused on Education, based in Bethesda, MD. It holds $914K in total assets as of 2025.
Where does Charles E Marshall and Shirley S operate?
Charles E Marshall and Shirley S has awarded grants in Georgia.
What is Charles E Marshall and Shirley S's EIN?
Charles E Marshall and Shirley S's EIN (Employer Identification Number) is 25-6697119. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Charles E Marshall and Shirley S by hand.
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