The Harriett McDaniel Marshall Fund

Private foundation · Grantmaker Orlando, FL EIN: 58-6089937

The Harriett McDaniel Marshall Fund is a private foundation based in Orlando, Florida. Its 2025 filing reports grants to organizations in Georgia, all designated for general operating support.

The Harriett McDaniel Marshall Fund at a glance

In short: The Harriett McDaniel Marshall Fund gave $479K across 9 grants in 2025 (avg $53K), mostly in Georgia. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$479,359
+6.7% vs 2024
Grants made (2025)
9
+50.0% vs 2024
Average grant
$53,262
-28.9% vs 2024
Median grant
$50,000
Total assets
$9,547,652
+1.2% vs 2024
Primary geography
Georgia (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.

How to apply to The Harriett McDaniel Marshall Fund

Contact

Application contact: Truist Bank Co Sofia M Bork
Mailing address: 303 Peachtree Street 29Th Floor, Atlanta, GA 30308
Phone: (706) 525-9224

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who The Harriett McDaniel Marshall Fund funds

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Georgia State University Fdn: $100KGeorgia State University Fdn$100KWoodruff Arts Center: $100KWoodruff Arts Center$100KBig Brothers Big Sisters Metro Atlanta: $50KBig Brothers Big Sisters MetroAtlanta$50KChattahoochee Nature Center: $50KChattahoochee Nature Center$50KPiedmont Park Conservancy: $50KPiedmont Park Conservancy$50KThe Lovett School: $50KThe Lovett School$50KFurniture Bank of Metro Atlanta: $46KFurniture Bank of MetroAtlanta$46KMcDaniel Tichenor House: $31KMcDaniel Tichenor House$31KGeorgia Justice Project: $2KGeorgia Justice Project$2K

The largest 2025 recipient was Georgia State University Fdn ($100K). Together the top 9 received $479K.

Grant Size Distribution

33 grants across all recorded years

15<$50K9$50–100K6$100–250K3$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 33 (45%).

Geographic Focus

Where this funder awards grants

All grant dollars reported for 2025 went to recipients in Georgia. The listed recipients are in Atlanta, Roswell, and Monroe.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 9 itemized grants.

States

Cities

AtlantaNorcrossBrookhavenCantonCartersvilleCollege ParkDunwoodyMariettaMonroeRoswellSandy SpringsSuwaneeUnion City

How The Harriett McDaniel Marshall Fund gives

  • Giving fell 22% from 2022 to 2025. Method
  • In 2025 it paid out 92% 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

$0$200K$400K$600K$800K13 grants2020 2 grants2021 7 grants2022 9 grants2023 6 grants2024 9 grants2025

From 2020 to 2025, annual grant giving ranged from $384K (2023) to $613K (2022). In 2025 it made 9 grants totaling $479K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Georgia State University Fdn Atlanta, GAGeneral Operating$100,000
Woodruff Arts Center Atlanta, GAGeneral Operating$100,000
Big Brothers Big Sisters Metro Atlanta Atlanta, GAGeneral Operating$50,000
Chattahoochee Nature Center Roswell, GAGeneral Operating$50,000
Piedmont Park Conservancy Atlanta, GAGeneral Operating$50,000
The Lovett School Atlanta, GAGeneral Operating$50,000
Furniture Bank of Metro Atlanta Atlanta, GAGeneral Operating$46,036
McDaniel Tichenor House Monroe, GAGeneral Operating$31,444
Georgia Justice Project Atlanta, GAGeneral Operating$1,879
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$9,547,652$658,240$551,392$479,3599$504,789$630,005$548,681
2024$9,438,719$1,271,948$505,228$449,2396$474,508$1,244,309$504,628
2023$8,672,641$54,692$432,201$384,2479$407,148$238,225$497,140
2022$9,027,026$980,231$691,831$612,7507$636,477$954,991$482,974
2021$8,740,652$1,029,554$491,004$436,0002$462,352$995,523$539,846
2020$8,202,881$334,127$475,331$429,80013—$304,616$459,609

Under IRS private-foundation payout rules, The Harriett McDaniel Marshall Fund reported a distributable amount of $549K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the fund is provided. Its 2025 grants went to organizations working in areas including higher education, arts, youth mentoring, environmental learning, parks, education, household furnishings, and criminal justice.

Among the grantees, Chattahoochee Nature Center describes its mission as connecting people to the natural world through learning focused on the Chattahoochee River and empowering them to positively affect local environments. Piedmont Park Conservancy says it works to enhance and preserve Piedmont Park as an urban green space and cultural and recreational resource for Atlantans. Furniture Bank of Metro Atlanta says it provides essential household furniture to people and families moving out of homelessness, facing HIV/AIDS, or fleeing domestic violence. Georgia Justice Project says it supports people in the criminal justice system and reduces reentry barriers through legal representation, policy advocacy, education, and coalition building. The Lovett School describes itself as a community of belonging that develops students’ character and intellect.

Grantmaking

In 2025, the fund awarded 9 grants totaling $479,359. Grants ranged from $1,879 to $100,000, with a median grant of $50,000. All were designated for general operating support.

The largest 2025 grants were $100,000 each to Georgia State University Foundation and Woodruff Arts Center. The fund also awarded $50,000 each to Big Brothers Big Sisters Metro Atlanta, Chattahoochee Nature Center, Piedmont Park Conservancy, and The Lovett School; $46,036 to Furniture Bank of Metro Atlanta; $31,444 to McDaniel Tichenor House; and $1,879 to Georgia Justice Project.

The foundation’s filing says it does not restrict giving to preselected organizations. How to apply: The filing directs applicants to the fund’s application form and materials and says to consult those materials for award restrictions. Deadline: March 31, August 31, and November 30.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Truist Bank as trustee; Jenner Wood as chairman; John Geraghty and Dave Dierker as district commissioners; and Sofia Marie Bork as secretary.

The Harriett McDaniel Marshall Fund is led by Jenner Wood, Chairman on every filing since 2020; 1 of 5 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Jenner Wood

    Chairman

    On filings since 2020

    1 hr/week

    No compensation reported

  • Truist Bank

    Trustee

    On filings since 2021

    1 hr/week

    $46K (2021) → $46K (2025)

  • Dave Dierker

    Dist. Committee

    On filings since 2020

    1 hr/week

    No compensation reported

  • John Geraghty

    Dist. Committee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Sofia Marie Bork

    Secretary

    On filings since 2021

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Kirby Thompson (2020) — Secretary

Data from IRS Form 990 filings, 2020–2025. "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

Truist Bank — Trustee: $46KTruist BankTrustee$46K

The highest reported compensation on the 2025 filing was $46K, to Truist Bank (Trustee).

Frequently asked questions about The Harriett McDaniel Marshall Fund

How much does The Harriett McDaniel Marshall Fund give each year?

The Harriett McDaniel Marshall Fund gave $479K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $449K across 6 grants.

What is The Harriett McDaniel Marshall Fund's typical grant size?

The Harriett McDaniel Marshall Fund's median grant in 2025 was $50,000, and its average grant was $53,262, across 9 grants on its 2025 IRS Form 990-PF.

Where does The Harriett McDaniel Marshall Fund give grants?

The Harriett McDaniel Marshall Fund gives mostly in Georgia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Atlanta, GA (7 grants).

Does The Harriett McDaniel Marshall Fund give general operating support?

Yes: 100% of The Harriett McDaniel Marshall Fund's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are The Harriett McDaniel Marshall Fund's largest grantees?

The Harriett McDaniel Marshall Fund's largest 2025 grantees include Georgia State University Fdn ($100,000), Woodruff Arts Center ($100,000) and Big Brothers Big Sisters Metro Atlanta ($50,000), according to its 2025 IRS Form 990-PF. Together they received 52% of its itemized 2025 grant dollars.

How large is The Harriett McDaniel Marshall Fund?

The Harriett McDaniel Marshall Fund reported $9.5M in total assets on its 2025 IRS Form 990-PF. It paid out $505K in qualifying distributions that year, against a required minimum of $549K (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 does The Harriett McDaniel Marshall Fund fund?

No mission statement for the fund is provided. Its 2025 grants went to organizations working in areas including higher education, arts, youth mentoring, environmental learning, parks, education, household furnishings, and criminal justice. See mission & focus areas ↑

How do I apply for a grant from The Harriett McDaniel Marshall Fund?

The Harriett McDaniel Marshall Fund has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.

What is The Harriett McDaniel Marshall Fund's EIN?

The Harriett McDaniel Marshall Fund's EIN (Employer Identification Number) is 58-6089937. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Harriett McDaniel Marshall Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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