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.
Key facts about The Harriett McDaniel Marshall Fund
- EIN
- 58-6089937
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $449,239
- Grants made (2024)
- 6
- Average grant
- $74,873
- Median grant
- $75,000
- Total assets
- $9,438,719
- Primary geography
- Georgia (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Harriett McDaniel Marshall Fund funds
By grant dollars, the top recipient states for The Harriett McDaniel Marshall Fund's 6 itemized 2024 grants were Georgia (100%). The most frequent recipient cities were Atlanta, GA (5 grants). 100% of grants with a stated purpose were for general or operating support.
How The Harriett McDaniel Marshall Fund gives
- Giving held roughly steady from 2021 to 2024 (+3%). Method
- In 2024 it paid out 94% 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.
Next steps with The Harriett McDaniel Marshall Fund
- How to evaluate The Harriett McDaniel Marshall Fund as a funder
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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
Under IRS private-foundation payout rules, The Harriett McDaniel Marshall Fund reported a distributable amount of $505K for 2024 — the minimum it must pay out in qualifying distributions.
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
Ready to take the next step with The Harriett McDaniel Marshall Fund?
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
Share of all 6 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
Among its reported 2024 grants, the largest recipients include Salvation Army Metro ($150,000), Grove Park Foundation ($100,000), Wabe ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SALVATION ARMY METRO Norcross, GA | GENERAL OPERATING | $150,000 |
| GROVE PARK FOUNDATION Atlanta, GA | GENERAL OPERATING | $100,000 |
| WABE Atlanta, GA | GENERAL OPERATING | $100,000 |
| ATLANTA COMMUNITY FOOD BANK Atlanta, GA | GENERAL OPERATING | $50,000 |
| THE COMMUNITY FOUNDATION FOR GREATER Atlanta, GA | GENERAL OPERATING | $25,000 |
| PARTNERSHIP AGAINST DOMESTIC VIOLENCE Atlanta, GA | GENERAL OPERATING | $24,239 |
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 IRS 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 | — |
Frequently Asked Questions
What does The Harriett McDaniel Marshall Fund fund?
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
How do I apply for a grant from The Harriett McDaniel Marshall Fund?
**Grant Activity:** • Made 13 grants in the most recent fiscal year • Total giving: $449,239 • Average grant amount: $234–$250,000 **Recent Grants (2024):** • Grove Park Foundation: $100,000 (General Operating) • WABE (PBS): $100,000 (General Operating) • Atlanta Community Food Bank: $50,000 (General Operating)
Where does The Harriett McDaniel Marshall Fund make 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.
What size grants does The Harriett McDaniel Marshall Fund award?
In 2024, The Harriett McDaniel Marshall Fund awarded 6 grants totaling $449K — an average of about $75K per grant, based on its IRS Form 990 filings.
How much is The Harriett McDaniel Marshall Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Harriett McDaniel Marshall Fund reported a distributable amount of $505K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.