John W Marshall and Jerry E Marshall
John W Marshall and Jerry E Marshall is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.4M in total assets. In 2024, it awarded 25 grants totaling $241K. Net investment income was $424K.
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.
About John W Marshall and Jerry E Marshall
Based on IRS filings
John W Marshall and Jerry E Marshall is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.4M in total assets. In 2024, it awarded 25 grants totaling $241K. Net investment income was $424K.
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 | $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 |
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 include Osu Foundation ($35,000), St Simeon' Foundation ($34,000), Wright Christian Academy ($22,000).
| Recipient | Purpose | Amount |
|---|---|---|
| COMMUNITY FOOD BANK OF EASTERN OK TULSA, OK | GENERAL OPERATING | $20,000 |
| HUMANE SOCIETY TULSA, OK | GENERAL OPERATING | $2,000 |
| IRON GATE TULSA, OK | GENERAL OPERATING | $10,000 |
| OETA OKC, OK | GENERAL OPERATING | $1,500 |
| OPERATION AWARE OF OK TULSA, OK | GENERAL OPERATING | $5,000 |
| OSU FOUNDATION STILLWATER, OK | GENERAL OPERATING | $35,000 |
| SALVATION ARMY TULSA, OK | GENERAL OPERATING | $15,000 |
| SCOTT CARTER FOUNDATION TULSA, OK | GENERAL OPERATING | $5,000 |
| SHCC CHARITABLE FOUNDATION TULSA, OK | GENERAL OPERATING | $9,000 |
| ST SIMEON' FOUNDATION TULSA, OK | GENERAL OPERATING | $34,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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 is John W Marshall and Jerry E Marshall?
John W Marshall and Jerry E Marshall is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. It holds $3.4M in total assets as of 2024.
How large is John W Marshall and Jerry E Marshall?
As of 2024, John W Marshall and Jerry E Marshall holds $3.4M in total assets with $516K in annual revenue. It awarded 25 grants totaling $241K in 2024.
Where does John W Marshall and Jerry E Marshall operate?
John W Marshall and Jerry E Marshall has awarded grants in District of Columbia, New York, Oklahoma, Texas.
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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Browse active grant opportunities in John W Marshall and Jerry E Marshall's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.