Marshall Charitable Trust
Marshall Charitable Trust is a private foundation focused on Philanthropy, based in Wilmington, DE. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $922K in total assets. In 2025, it awarded 2 grants totaling $49K. Net investment income was $56K.
Marshall Charitable Trust at a glance
In short: Marshall Charitable Trust gave $49K across 2 grants in 2025 (avg $25K), mostly in Tennessee. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $49,294
- +3.6% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $24,647
- +3.6% vs 2024
- Median grant
- $24,647
- Total assets
- $922,191
- -0.0% vs 2024
- Primary geography
- Tennessee (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Marshall Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Oak Grove Baptist Church ($5K).
Organizations only. It also paid 1 grant to individuals ($44,365), which are not listed by name.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 7 grants of 8 (88%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Marshall Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−18%). Method
- In 2025 it paid out 97% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $17K (2021) to $60K (2022). In 2025 it made 2 grants totaling $49K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 grant to individuals Recipients not named | — | $44,365 |
| Oak Grove Baptist Church Mt Carmel, TN | General Operating | $4,929 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $922,191 | $75,193 | $75,476 | $49,294 | 2 | $52,916 | $55,868 | $54,287 |
| 2024 | $922,463 | $85,020 | $75,520 | $47,600 | 2 | $51,228 | $66,126 | $53,948 |
| 2023 | $912,436 | $61,949 | $67,243 | $46,316 | 2 | $49,078 | $37,934 | $49,337 |
| 2022 | $917,323 | $39,585 | $98,724 | $60,000 | 1 | $61,935 | $21,086 | $51,822 |
| 2021 | $976,394 | $117,368 | $54,798 | $17,000 | 1 | $18,983 | $96,302 | $58,625 |
| 2020 | $913,365 | $75,411 | $22,232 | — | — | — | $56,377 | $37,117 |
| 2019 | $864,904 | $67,794 | $73,638 | $46,000 | 2 | — | $49,737 | $47,865 |
Under IRS private-foundation payout rules, Marshall Charitable Trust reported a distributable amount of $54K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Marshall Charitable Trust's only listed officer is Arden Trust Company, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Arden Trust Company
Trustee
On filings since 2019
1 hr/week
$5K (2019) → $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 $5K, to Arden Trust Company (Trustee).
Frequently asked questions about Marshall Charitable Trust
How much does Marshall Charitable Trust give each year?
Marshall Charitable Trust gave $49K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $48K across 2 grants.
How large is Marshall Charitable Trust?
Marshall Charitable Trust reported $922K in total assets on its 2025 IRS Form 990-PF. It paid out $53K in qualifying distributions that year, against a required minimum of $54K (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 Marshall Charitable Trust?
Marshall Charitable Trust is a private foundation focused on Philanthropy, based in Wilmington, DE. It holds $922K in total assets as of 2025.
Where does Marshall Charitable Trust operate?
Marshall Charitable Trust has awarded grants in Tennessee.
What is Marshall Charitable Trust's EIN?
Marshall Charitable Trust's EIN (Employer Identification Number) is 26-6034575. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 10, 2020)
- IRS filings on file for fiscal years 2020–2024
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