John and Cree Marshall Foundation

Private foundation · Grantmaker Naples, FL EIN: 31-6589811

John and Cree Marshall Foundation is a private foundation, based in Naples, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $243K in total assets. Net investment income was $10K.

Key facts about John and Cree Marshall Foundation

EIN
31-6589811
Latest 990 filing
Form 990-PF, 2024
Total assets
$242,932

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$243K

+4.2% YoY

Revenue

$10K

+263.3% YoY

Net Investment Income

$10K

Expenses

$318

-99.6% YoY

Under IRS private-foundation payout rules, John and Cree Marshall Foundation reported a distributable amount of $1K for 2024 — the minimum it must pay out in qualifying distributions.

How John and Cree Marshall Foundation gives

  • Giving held roughly steady from 2020 to 2023 (−11%). Method
  • In 2023 it paid out 420% of its IRS minimum distribution (the 5% rule). 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

11states
+3 more states

Cities

WashingtonArlingtonFalls ChurchFairfaxHernadonHerndonIndianapolisIrvingtononhudsonKansas CityNaplesOak BrookPhoenixSpringfieldWilmingtonHillsdaleSherman Oaks

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K18 grants20200 grants20211 grants202218 grants20230 grants2024

From 2020 to 2023, annual grant giving ranged from $1K (2022) to $75K (2020). In 2023 it made 18 grants totaling $67K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

37 grants across all recorded years

37<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 37 grants of 37 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K20202021202220232024
Metric202420232022
Total Assets$242,932$233,240$304,065
Revenue$10,010$2,755$6,208
Expenses$318$73,580$7,871
Qualifying Distributions—$67,000$1,000
Net Investment Income$9,692——
Distributable Amount$1,402$15,964$640

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

John and Cree Marshall Foundation is led by John F. Marshall, President on every filing since 2020; none of the 6 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • John F. Marshall

    President

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Cheryl Lutman

    Trustee

    On filings since 2020

    1 hr/week

    $3K (2020) → $0 (2024)

  • Christine C. Girard

    Trustee

    On filings since 2020

    1 hr/week

    $2K (2020) → $0 (2024)

  • Karen Luther

    Trustee

    On filings since 2020

    1 hr/week

    $2K (2020) → $0 (2024)

  • Matthew Kirk

    Trustee

    On filings since 2020

    1 hr/week

    $2K (2020) → $0 (2024)

  • James H. Wyland

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Carolyn C. Marshall (2020–2022) — Secretary & Treasurer

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2023 IRS filing

Matthew Kirk — Trustee: $2KMatthew KirkTrustee$2KKaren Luther — Trustee: $2KKaren LutherTrustee$2KChristine C Girard — Trustee: $2KChristine C GirardTrustee$2KCheryl Lutman — Trustee: $2KCheryl LutmanTrustee$2K

The highest reported compensation on the 2023 filing was $2K, to Matthew Kirk (Trustee). 4 officers or directors reported compensation on that filing.

Frequently asked questions about John and Cree Marshall Foundation

How large is John and Cree Marshall Foundation?

John and Cree Marshall Foundation reported $243K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $10K.

Where does John and Cree Marshall Foundation operate?

John and Cree Marshall Foundation has awarded grants in Arizona, California, District of Columbia, Delaware, Florida, Illinois, Indiana, Michigan, Missouri, New York, Virginia.

How much is John and Cree Marshall Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, John and Cree Marshall Foundation reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is John and Cree Marshall Foundation's EIN?

John and Cree Marshall Foundation's EIN (Employer Identification Number) is 31-6589811. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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