Mattie H Marshall Fdn Ua

ORLANDO, FL EIN: 58-6042019

Mattie H Marshall Fdn Ua is a private foundation focused on Adults, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.2M in total assets. In 2024, it awarded 16 grants totaling $470K. Net investment income was $1.0M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.2M

+15.3% YoY

Annual Giving

$470K

-2.5% YoY

Grant Count

16

-11.1% YoY

Avg Grant Size

$29K

+9.7% YoY

Under IRS private-foundation payout rules, Mattie H Marshall Fdn Ua reported a distributable amount of $523K for 2024 — the minimum it must pay out in qualifying distributions.

About Mattie H Marshall Fdn Ua

Based on IRS filings

Mattie H Marshall Fdn Ua is a private foundation focused on Adults, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.2M in total assets. In 2024, it awarded 16 grants totaling $470K. Net investment income was $1.0M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AlbanyAmericusAtlantaCuthbertMadisonRoswellSt AmericusTiftonValdostaVienna

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$292K$584K$877K$1M20202021202220232024
Metric202420232022
Total Assets$6,216,759$5,392,815$5,473,128
Revenue$1,062,556$165,277$290,999
Expenses$541,907$547,705$579,063
Qualifying Distributions$503,406$513,024$534,089
Net Investment Income$1,028,865$273,786$256,836
Distributable Amount$522,767$483,602$534,176

Giving Over Time

Total grant dollars and number of grants per year

$0$125K$251K$376K$502K18 grants202017 grants202117 grants202218 grants202316 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SOUTHWEST GEORGIA CHILDR…$55KANDREW COLLEGE$50KTHE AMERICUS-SUMTER FULL…$42KONE SUMTER ECONOMIC DEVE…$40KFRIENDS OF THE RYLANDER …$40KMAGNOLIA MANOR$40KSOUTH GEORGIA TECHNICAL …$35KHARVEST OF HOPE FOOD PAN…$30KFIRST METHODIST CHURCH O…$25KSHEPHERD CENTER FOUNDATION$25K

Grant Size Distribution

86 grants across all recorded years

76<$50K10$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Southwest Georgia Children's Alliance ($55,000), Andrew College ($50,000), The Americus-sumter Fuller Center ($42,000).

RecipientPurposeAmount
FIRST METHODIST CHURCH OF AMERICUS AMERICUS, GAGENERAL OPERATING$25,000
PHOEBE SUMTER FOUNDATION INC AMERICUS, GAGENERAL OPERATING$10,000
SUMTER PLAYERS AMERICUS, GAGENERAL OPERATING$8,000
THE AMERICUS-SUMTER FULLER CENTER Americus, GAGENERAL OPERATING$42,000
ANDREW COLLEGE CUTHBERT, GAGENERAL OPERATING$50,000
HARVEST OF HOPE FOOD PANTRY Americus, GAGENERAL OPERATING$30,000
SOUTHWEST GEORGIA CHILDREN'S ALLIANCE AMERICUS, GAGENERAL OPERATING$55,000
SOUTH GEORGIA TECHNICAL COLLEGE Americus, GAGENERAL OPERATING$35,000
ONE SUMTER ECONOMIC DEVELOPMENT FDN Americus, GAGENERAL OPERATING$40,000
SHEPHERD CENTER FOUNDATION ATLANTA, GAGENERAL OPERATING$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ELLEN BEARDDIRECTOR1
FRAN DYKESDIRECTOR1
MEGAN PIETRANONIODIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Mattie H Marshall Fdn Ua?

Mattie H Marshall Fdn Ua is a private foundation focused on Adults, based in ORLANDO, FL. It holds $6.2M in total assets as of 2024.

How large is Mattie H Marshall Fdn Ua?

As of 2024, Mattie H Marshall Fdn Ua holds $6.2M in total assets with $1.1M in annual revenue. It awarded 16 grants totaling $470K in 2024.

Where does Mattie H Marshall Fdn Ua operate?

Mattie H Marshall Fdn Ua has awarded grants in Georgia.

What size grants does Mattie H Marshall Fdn Ua award?

In 2024, Mattie H Marshall Fdn Ua awarded 16 grants totaling $470K — an average of about $29K per grant, based on its IRS Form 990 filings.

How much is Mattie H Marshall Fdn Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mattie H Marshall Fdn Ua reported a distributable amount of $523K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Mattie H Marshall Fdn Ua's EIN?

Mattie H Marshall Fdn Ua's EIN (Employer Identification Number) is 58-6042019. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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