John W Marshall and Jerry E Marshall
The John W Marshall and Jerry E Marshall Foundation is a private independent foundation based in Tulsa, Oklahoma. Established in 2003, it holds 501(c)(3) tax-exempt status and operates as a grantmaking foundation.
Key facts about John W Marshall and Jerry E Marshall
- EIN
- 76-0716481
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $240,900
- Grants made (2024)
- 25
- Average grant
- $9,636
- Median grant
- $5,000
- New grantees (estimate)
- 36% first-time grantees (9 of 25, 2024)
- Total assets
- $3,356,535
- Primary geography
- Oklahoma (92% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who John W Marshall and Jerry E Marshall funds
By grant dollars, the top recipient states for John W Marshall and Jerry E Marshall's 25 itemized 2024 grants were Oklahoma (92%) and Texas (6%). The most frequent recipient cities were Tulsa, OK (17 grants). 100% of grants with a stated purpose were for general or operating support.
Is John W Marshall and Jerry E Marshall open to new grantees?
36%
first-time grantees, 2024
In 2024, 9 of 25 grantees (36%) were first-time recipients. First grants averaged $5K; repeat grants $12K. How we count
Medians: $5K first-time, $10K repeat.
- 60% of 2024 grantees were also funded in 2023. Method
- Giving grew 60% from 2021 to 2024. Method
- In 2024 it paid out 113% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with John W Marshall and Jerry E Marshall
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.4M
+4.2% YoY
Annual Giving
$241K
+3.2% YoY
Grant Count
25
+31.6% YoY
Avg Grant Size
$10K
-21.6% YoY
Under IRS private-foundation payout rules, John W Marshall and Jerry E Marshall reported a distributable amount of $213K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's stated purpose is to fund general operating expenses for private equity partnership investments. Its program areas include private equity partnership investment activities.
Grantmaking
The foundation made 17 grants in 2024, with charitable disbursements totaling $240,900 (72.4% of total expenses).
Ready to take the next step with John W Marshall and Jerry E Marshall?
Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Oklahoma, with particular activity in the Tulsa area.
Grant Distribution by State
Share of all 25 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2024
- Total Assets: $3,356,535
- Total Revenue: $515,901
- Total Expenses: $332,667
- Net Income: $183,234
- Net Assets: $3,356,535
- Total Liabilities: $0
Revenue Sources (2024)
- Sales of Assets: $472,735 (91.6%)
- Dividends: $41,734 (8.1%)
- Interest Revenue: $1,432 (0.3%)
- Contributions Received: $0
Expenses
- Charitable Disbursements: $240,900 (72.4%)
- Officer Compensation: $0
The foundation has no employees and operates with volunteer leadership.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,356,535 | $3,222,320 | $3,478,403 |
| Revenue | $515,901 | $59,269 | $76,600 |
| Expenses | $332,667 | $315,214 | $282,985 |
| Qualifying Distributions | $240,900 | $233,400 | $193,895 |
| Net Investment Income | $424,134 | — | — |
| Distributable Amount | $212,550 | $200,528 | $218,121 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
86 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Osu Foundation ($35,000), St Simeon' Foundation ($34,000), Wright Christian Academy ($22,000).
| Recipient | Purpose | Amount |
|---|---|---|
| OSU FOUNDATION Stillwater, OK | GENERAL OPERATING | $35,000 |
| ST SIMEON' FOUNDATION Tulsa, OK | GENERAL OPERATING | $34,000 |
| WRIGHT CHRISTIAN ACADEMY Tulsa, OK | GENERAL OPERATING | $22,000 |
| COMMUNITY FOOD BANK OF EASTERN OK Tulsa, OK | GENERAL OPERATING | $20,000 |
| SALVATION ARMY Tulsa, OK | GENERAL OPERATING | $15,000 |
| ROUTE 66 ALLIANCE Tulsa, OK | GENERAL OPERATING | $15,000 |
| TULSA BOYS HOME Sand Springs, OK | GENERAL OPERATING | $10,400 |
| IRON GATE Tulsa, OK | GENERAL OPERATING | $10,000 |
| SUSAN G KOMEN RACE FOR THE CURE Dallas, TX | GENERAL OPERATING | $10,000 |
| RONALD MCDONALD HOUSE Tulsa, OK | GENERAL OPERATING | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jerry E Marshall | Trustee | — | — |
| R Blake Atkins | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does John W Marshall and Jerry E Marshall fund?
The foundation's stated purpose is to fund general operating expenses for private equity partnership investments. Its program areas include private equity partnership investment activities.
How do I apply for a grant from John W Marshall and Jerry E Marshall?
**Grant Activity (2024)** The foundation made 17 grants in 2024, with charitable disbursements totaling $240,900 (72.4% of total expenses). **Recent Grants (2024)** • Wright Christian Academy: $22,000 (General Operating) • Alma Kirkland Irrv TR Fbo Salvation Army: $15,000 (General Operating) • Route 66 Alliance: $15,000 (General Operating) • Bixby Community Outreach Center: $5,000 (General Operating) • Scott Carter Foundation: $5,000 **Grant Characteristics** Grants support general operating ex…
Where does John W Marshall and Jerry E Marshall make grants?
The foundation primarily funds organizations in Oklahoma, with particular activity in the Tulsa area.
What size grants does John W Marshall and Jerry E Marshall award?
In 2024, John W Marshall and Jerry E Marshall awarded 25 grants totaling $241K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is John W Marshall and Jerry E Marshall required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, John W Marshall and Jerry E Marshall reported a distributable amount of $213K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is John W Marshall and Jerry E Marshall's EIN?
John W Marshall and Jerry E Marshall's EIN (Employer Identification Number) is 76-0716481. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.