Marshall Foundation
Marshall Foundation is a private foundation, based in Katy, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $325K in total assets. In 2024, it awarded 1 grant totaling $154K. Net investment income was $23K.
Marshall Foundation at a glance
In short: Marshall Foundation gave $154K across 1 grant in 2024 (avg $154K), mostly in Texas. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $153,729
- Grants made (2024)
- 1
- Average grant
- $153,729
- Median grant
- $153,729
- Total assets
- $324,702
- -29.1% vs 2023
- Primary geography
- Texas (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Marshall Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Wellness Farms Inc ($154K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $50–100K range: 2 grants of 4 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
How Marshall Foundation gives
- Giving grew 1950% from 2021 to 2024. Method
- In 2024 it paid out 605% of its IRS minimum distribution (the 5% rule). 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 2021 to 2024, annual grant giving ranged from $8K (2021) to $154K (2024). In 2024 it made 1 grant totaling $154K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wellness Farms Inc Katy, TX | Agriculture and General | $153,729 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $324,702 | $28,496 | $161,534 | $153,729 | 1 | $157,575 | $23,037 | $26,062 |
| 2023 | $457,740 | $19,293 | $494 | — | — | $55 | $18,854 | $25,039 |
| 2022 | $438,941 | $10,326 | $103,925 | $100,000 | 2 | $101,935 | $8,336 | $32,615 |
| 2021 | $532,540 | $17,916 | $13,451 | $7,500 | 1 | $13,301 | $17,766 | $33,064 |
| 2020 | $528,075 | $16,856 | $4,932 | — | — | — | $11,506 | $28,607 |
Under IRS private-foundation payout rules, Marshall Foundation reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Marshall Foundation is led by Jon A. Marshall, President & Director on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jon A. Marshall
President & Director
On filings since 2020
1 hr/week
No compensation reported
Jared A. Marshall
Director
On filings since 2020
1 hr/week
No compensation reported
Roxann L. Marshall
Secretary & Director
On filings since 2020
1 hr/week
No compensation reported
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.
Frequently asked questions about Marshall Foundation
How much does Marshall Foundation give each year?
Marshall Foundation gave $154K across 1 grant in 2024, according to its 2024 IRS Form 990-PF.
How large is Marshall Foundation?
Marshall Foundation reported $325K in total assets on its 2024 IRS Form 990-PF. It paid out $158K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets).
Where does Marshall Foundation operate?
Marshall Foundation has awarded grants in Kansas, Oklahoma, Texas.
What is Marshall Foundation's EIN?
Marshall Foundation's EIN (Employer Identification Number) is 76-0537578. 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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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