Charlotte & Raymond W Marshall Fd is a private foundation focused on Education, based in BROOKLYN, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 15 grants totaling $72K. Net investment income was $33K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
-3.7% YoY
Annual Giving
$72K
-48.5% YoY
Grant Count
15
+7.1% YoY
Avg Grant Size
$5K
-52.0% YoY
Under IRS private-foundation payout rules, Charlotte & Raymond W Marshall Fd reported a distributable amount of $74K for 2024 — the minimum it must pay out in qualifying distributions.
About Charlotte & Raymond W Marshall Fd
Based on IRS filings
Charlotte & Raymond W Marshall Fd is a private foundation focused on Education, based in BROOKLYN, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 15 grants totaling $72K. Net investment income was $33K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,295,594 | $1,345,003 | $1,346,180 |
| Revenue | $47,303 | $190,883 | $-29,888 |
| Expenses | $96,377 | $161,634 | $87,830 |
| Qualifying Distributions | $78,114 | $152,468 | $70,803 |
| Net Investment Income | $33,119 | $181,570 | $17,075 |
| Distributable Amount | $73,874 | $66,866 | $74,179 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
32 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Northeastern University ($5,800), Miami University of Ohio ($5,800), Indiana University ($5,800).
| Recipient | Purpose | Amount |
|---|---|---|
| NORTHEASTERN UNIVERSITY BOSTON, MA | SCHOLARSHIP | $5,800 |
| INDIANA UNIVERSITY BLOOMINGTON BLOOMINGTON, IN | SCHOLARSHIP | $1,500 |
| MIAMI UNIVERSITY OF OHIO OXFORD, OH | SCHOLARSHIP | $5,800 |
| INDIANA UNIVERSITY BLOOMINGTON, IN | SCHOLARSHIP | $5,800 |
| UNIVERSITY OF VERMONT BURLINGTON, VT | SCHOLARSHIP | $5,800 |
| EASTERN CT STATE WILLIMANTIC, CT | SCHOLARSHIP | $5,800 |
| UCONN STORRS STORRS, CT | SCHOLARSHIP | $5,800 |
| UNIVERSITY OF ST ANDREWS | SCHOLARSHIP | $5,800 |
| BRIDGEWATER STATE UNIVERSITY BRIDGEWATER, MA | SCHOLARSHIP | $3,500 |
| BOSTON UNIVERSITY BOSTON, MA | SCHOLARSHIP | $3,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KEYBANK N A | TRUSTEE | 1 | $17,530 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charlotte & Raymond W Marshall Fd?
Charlotte & Raymond W Marshall Fd is a private foundation focused on Education, based in BROOKLYN, OH. It holds $1.3M in total assets as of 2024.
How large is Charlotte & Raymond W Marshall Fd?
As of 2024, Charlotte & Raymond W Marshall Fd holds $1.3M in total assets with $47K in annual revenue. It awarded 15 grants totaling $72K in 2024.
Where does Charlotte & Raymond W Marshall Fd operate?
Charlotte & Raymond W Marshall Fd has awarded grants in Connecticut, Indiana, Massachusetts, Maryland, New York, Ohio, Pennsylvania, Rhode Island, Virginia, Vermont.
What size grants does Charlotte & Raymond W Marshall Fd award?
In 2024, Charlotte & Raymond W Marshall Fd awarded 15 grants totaling $72K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Charlotte & Raymond W Marshall Fd required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charlotte & Raymond W Marshall Fd reported a distributable amount of $74K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charlotte & Raymond W Marshall Fd's EIN?
Charlotte & Raymond W Marshall Fd's EIN (Employer Identification Number) is 06-6098256. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.