Charles E Marshall and Shirley S

Foundation · Grantmaker Bethesda, MD EIN: 25-6697119

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

1state

States

Cities

Atlanta

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grants20201 grants20211 grants20220 grants20231 grants20240 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2025

Grant Size Distribution

3 grants across all recorded years

<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K202020212022202320242025
Metric202520242023
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

  1. 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.

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