Marsh Family Fdn
Marsh Family Fdn is a private foundation, based in Pennington, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.5M in total assets. In 2025, it awarded 5 grants totaling $30K. Net investment income was $171K.
Key facts about Marsh Family Fdn
In short: Marsh Family Fdn gave $30K across 5 grants in 2025 (avg $6K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- EIN
- 27-5154810
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $30,000
- Grants made (2025)
- 5
- Average grant
- $6,000
- Median grant
- $5,000
- Total assets
- $4,464,626
- Primary geography
- Missouri (67% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.5M
+150.0% YoY
Annual Giving
$30K
-53.8% YoY
Grant Count
5
+25.0% YoY
Avg Grant Size
$6K
-63.1% YoY
Under IRS private-foundation payout rules, Marsh Family Fdn reported a distributable amount of $164K for 2025 — the minimum it must pay out in qualifying distributions.
How Marsh Family Fdn gives
- Giving fell 37% from 2022 to 2025. Method
- In 2025 it paid out 33% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $30K (2019) to $65K (2024). In 2025 it made 5 grants totaling $30K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was First Presbyterian Church ($10K). Together the top 5 received $30K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 20 grants of 21 (95%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Presbyterian Church Fort Scott, TX | Unrestricted General | $10,000 |
| Jasper County CASA Joplin, MO | Unrestricted General | $10,000 |
| Ozard Tri-County Health Care Consortium Neosho, MO | Unrestricted General | $5,000 |
| Carthage Arts Support Team Carthage, MO | Unrestricted General | $2,500 |
| Eastern Carthage County Literacy Action Carthage, MO | Unrestricted General | $2,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,464,626 | $1,785,871 | $1,759,095 |
| Revenue | $3,291,819 | $131,240 | $191,391 |
| Expenses | $92,779 | $104,268 | $82,978 |
| Qualifying Distributions | $53,983 | $86,227 | $68,142 |
| Net Investment Income | $170,961 | $48,960 | $116,145 |
| Distributable Amount | $164,348 | $100,196 | $85,880 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
Marsh Family Fdn's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America N A
Co-Trustee
Trustee → Co-Trustee, 2022
On filings since 2019
1 hr/week
$24K (2019) → $49K (2025)
Kevin Checkett
Co-Trustee
On filings since 2020
1 hr/week
$5K (2020) → $5K (2025)
Carolyn Ann Cassell
Co-Trustee
On filings since 2024
1 hr/week
$5K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $49K, to Bank of America N a (Co-Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Marsh Family Fdn
How much does Marsh Family Fdn give each year?
Marsh Family Fdn gave $30K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $65K across 4 grants.
What is Marsh Family Fdn's typical grant size?
Marsh Family Fdn's median grant in 2025 was $5,000, and its average grant was $6,000, across 5 grants on its 2025 IRS Form 990-PF.
Where does Marsh Family Fdn give grants?
Marsh Family Fdn gives mostly in Missouri: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Texas (33%). The most frequent recipient cities were Carthage, MO (2 grants).
Does Marsh Family Fdn give general operating support?
Yes: 100% of Marsh Family Fdn's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Marsh Family Fdn's largest grantees?
Marsh Family Fdn's largest 2025 grantees include First Presbyterian Church ($10,000), Jasper County CASA ($10,000) and Ozard Tri-County Health Care Consortium ($5,000), according to its 2025 IRS Form 990-PF. Together they received 83% of its itemized 2025 grant dollars.
How large is Marsh Family Fdn?
Marsh Family Fdn reported $4.5M in total assets on its 2025 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $164K (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 Marsh Family Fdn's EIN?
Marsh Family Fdn's EIN (Employer Identification Number) is 27-5154810. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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