Charles E Marshall and Shirley S
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.
Charles E Marshall and Shirley S at a glance
- Total assets
- $914,183
- +7.8% vs 2024
- Revenue (2025)
- $83,070
- +0.3% vs 2024
- Qualifying distributions (2025)
- $1,200
- -98.8% vs 2024
- Expenses (2025)
- $16,875
- -85.6% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Charles E Marshall and Shirley S funds
How this funder distributes its grants
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $50–100K range: 2 grants of 3 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $45K (2020) to $102K (2024). In 2024 it made 1 grant totaling $102K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Spelman College Atlanta, GA | Scholarships selected by admissions committee of spelman college to currently enrolled students | $102,000 |
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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 | $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 |
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.
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). 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?
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Charles E Marshall and Shirley S funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Charles E Marshall and Shirley S's focus areas in our free grants database
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