The Harriett Mcdaniel Marshall Fund
The Harriett McDaniel Marshall Fund is a private foundation based in Orlando, Florida, established in 1971. The organization operates as a 501(c)(3) grantmaking foundation with no employees, managed by a board of trustees with Truist Bank serving as trustee.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.4M
+8.8% YoY
Annual Giving
$449K
+16.9% YoY
Grant Count
6
-33.3% YoY
Avg Grant Size
$75K
+75.4% YoY
Mission & Focus Areas
The fund supports initiatives in the following areas:
- Arts and culture
- Education (elementary, secondary, and higher education)
- Community and economic development
- Journalism and creative writing
- Nonprofits and grantmaking support
Grantmaking
Average Grant
amount: $234–$250,000
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Geographic Focus
Where this funder awards grants
The fund primarily supports projects in Georgia, with a focus on various cities including Atlanta, Brookhaven, Cartersville, Dunwoody, Marietta, Norcross, Suwanee, and Union City.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total assets: $9,438,719
- Total revenues: $1,271,948
- Total expenses: $505,228
- Investment income and dividends: $279,181
- Net gain from sale of non-inventory assets: $992,767
Prior Year (2023):
- Investment income and dividends: $266,387
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $9,438,719 | $8,672,641 | $9,027,026 |
| Revenue | $1,271,948 | $54,692 | $980,231 |
| Expenses | $505,228 | $432,201 | $691,831 |
| Qualifying Distributions | $474,508 | $407,148 | $636,477 |
| Net Investment Income | $1,244,309 | $238,225 | $954,991 |
| Distributable Amount | $504,628 | $497,140 | $482,974 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Jenner Wood – Chairman
- John Geraghty – District Commissioner
- Dave Dierker – District Commissioner
- Sofia Marie Bork – Secretary
- Truist Bank – Trustee (compensation: $40,802 for trustee services)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $43,633 |
| JENNER WOOD | CHAIRMAN | 1 | — |
| JOHN GERAGHTY | DIST. COMM | 1 | — |
| DAVE DIERKER | DIST. COMM | 1 | — |
| SOFIA MARIE BORK | SECRETARY | 1 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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