The Marshall Home Fund Inc
The Marshall Home Fund Inc is a private foundation based in Watertown, Massachusetts. Established in 2005, it makes program grants to organizations serving older Watertown residents and provides limited direct financial assistance to Watertown residents age 55 and older who have urgent needs and are referred by a local agency.
The Marshall Home Fund Inc at a glance
In short: The Marshall Home Fund Inc gave $78K across 15 grants in 2024 (avg $5K), mostly in Massachusetts. 31% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $77,732
- +0.6% vs 2023
- Grants made (2024)
- 15
- -25.0% vs 2023
- Average grant
- $5,182
- +34.1% vs 2023
- Median grant
- $5,000
- Total assets
- $1,081,565
- -6.2% vs 2023
- New grantees (estimate)
- 31% first-time grantees (4 of 13, 2024; small sample)
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Marshall Home Fund Inc
- How to Apply
-
The fund says qualified agencies can request its program grant application. Its website also makes the program grant application available online and asks applicants to submit the completed form with a proposed budget showing expenses and projected funding sources. Individual assistance requests must come through one of the listed local agencies.
- Review Cycle
- The 2026 program grant application deadline was March 12, 2026, a past cycle.
- Deadline
- The 2026 program grant application deadline was March 12, 2026, a past cycle.
- Contact
Application contact: The Marshall Home Fund
Mailing address: 120 Mt Auburn St, Needham, MA 02492
Phone: (617) 529-0885
Website: https://marshallhomefund.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from The Marshall Home Fund Inc
Who The Marshall Home Fund Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Springwell Inc ($13K). Together the top 10 received $75K.
Grant Size Distribution
101 grants across all recorded years
The most common grant size was under $50K: 101 grants of 101 (100%).
Geographic Focus
Where this funder awards grants
The fund’s program grants must directly benefit Watertown residents age 55 and older. All reported 2024 grant dollars went to recipients in Massachusetts.
Grant Distribution by State
Share of 2024 grant dollars across all 15 itemized grants.
States
Cities
Is The Marshall Home Fund Inc open to new grantees?
31%
first-time grantees, 2024
In 2024, 4 of 13 grantees (31%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $4K; repeat grants $7K. How we count
Medians: $4K first-time, $6K repeat.
- 69% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−5%). Method
- In 2024 it paid out 145% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $77K (2023) to $82K (2022). In 2024 it made 15 grants totaling $78K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Springwell Inc Waltham, MA | Elder Independence and Safety Fund | $13,000 |
| Project Literacy Watertown, MA | Project Literacy | $8,500 |
| Mosesian Center for the Arts Watertown, MA | Aging Creatively Program | $7,500 |
| Mass Assn for Blind Brookline, MA | Wraparound Vision Services | $7,000 |
| Watertown Health Dept Watertown, MA | Compassionate Connections XI | $6,000 |
| Watertown Housing Authority Watertown, MA | Laundry Cards and Organize and Simplify Programs | $5,600 |
| Watertown Housing Authority Watertown, MA | Air Conditioner Access Program | $5,120 |
| Perkins School for the Blind Watertown, MA | Thriving with Vision Loss | $5,000 |
| Watertown Council on Aging Watertown, MA | Emergency Assistance Grant | $5,000 |
| Watertown Council on Aging Watertown, MA | Elder Transportation | $5,000 |
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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 | $1,081,565 | $37,459 | $108,529 | $77,732 | 15 | $86,730 | $36,476 | $59,968 |
| 2023 | $1,152,635 | $38,497 | $97,740 | $77,275 | 20 | $82,011 | $36,441 | $57,210 |
| 2022 | $1,205,346 | $36,715 | $110,241 | $81,791 | 18 | $89,226 | $185,242 | $59,464 |
| 2021 | $1,121,225 | $29,111 | $106,363 | $81,564 | 19 | $88,671 | $129,027 | $66,827 |
| 2020 | $1,094,852 | $33,304 | $103,760 | $80,742 | 29 | — | $50,520 | $62,042 |
Under IRS private-foundation payout rules, The Marshall Home Fund Inc reported a distributable amount of $60K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The fund supports programs and services that directly benefit Watertown residents age 55 and older. Its guidelines encourage work in areas such as community and health services, social participation, housing, transportation, inclusion, civic engagement, communication, and accessible public spaces. It also offers individual assistance for urgent needs affecting older residents’ health and quality of life.
The fund makes program grants to public agencies, town departments, and private nonprofit organizations. Examples of supported organizations include Perkins School for the Blind, whose stated mission is to serve children and young adults with multiple disabilities, their families, educators, researchers, and professionals through education services, accessibility, professional development, and innovation. Watertown Cable Access Corporation, another 2024 grantee, says it provides residents access to cable channels that promote local talents, culture, ideas, and community concerns.
Grantmaking
In 2024, the fund reported 15 grants totaling $77,732. Grant amounts ranged from $275 to $13,000, with a median of $5,000. Among the largest grants were $13,000 to Springwell Inc for its Elder Independence and Safety Fund, $8,500 to Project Literacy, $7,500 to the Mosesian Center for the Arts for its Aging Creatively Program, and $7,000 to the Massachusetts Association for the Blind for wraparound vision services. Other awards included $6,000 to the Watertown Health Department for Compassionate Connections XI and two grants to the Watertown Housing Authority: $5,600 for laundry cards and organize-and-simplify programs and $5,120 for an air conditioner access program.
Program grants generally support projects for a 12-month period. The fund’s 2026 guidelines say it will consider requests of up to $10,000 and encourage joint programs and applicants to seek multiple funding sources. The fund’s website describes a program grant application process for organizations; individual assistance requests must be referred through the Watertown Senior Center, Springwell, or Wayside Multiservice Center.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists David W. Downes, Seda Aghamianz, Rev. Louise Forrest, Erin Fragola, Lenore Gibson, Rev. Andrew Goldhor, John Gorman, Lorraine Clifford, John Hawes, and Pat Ahern as officers or directors. The filing identifies Downes, Aghamianz, Forrest, Fragola, Gibson, and Goldhor as directors; Clifford as assistant treasurer and director; Hawes as secretary and director; Ahern as clerk and director; and Gorman as treasurer and director.
The Marshall Home Fund Inc's 2024 filing lists 17 officers; none of the 17 officers listed in 2024 report compensation.
Officers on the 2024 filing
Ann Hilferty
Director
Secretary & Director → Director, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Carol Ann Menton
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Daniel Unsworth
Director
On filings since 2020
0.5 hrs/week
No compensation reported
David W. Downes
Director
Treasurer & Director → Director, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Erin Fragola
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Jo White
Director
On filings since 2020
0.5 hrs/week
No compensation reported
John Gorman
Treasurer Director
Director → Treasurer Director, 2024
On filings since 2020
No compensation reported
John Hawes
Secretary Director
Director → Secretary & Director, 2022
Secretary & Director → Secretary Director, 2024
On filings since 2020
1.5 hrs/week
No compensation reported
Lenore Gibson
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Louise Forrest
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Pat Ahern
Clerk Director
Director → Clerk & Director, 2021
Clerk & Director → Clerk Director, 2024
On filings since 2020
1.5 hrs/week
No compensation reported
Seda Aghamianz
Director
Co-Vice President & Director → Co-President & Director, 2021
Co-President & Director → Director, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Will Twombly
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Delores Mitchell
Director
On filings since 2021
0.5 hrs/week
No compensation reported
Deborah Kaup
Director
On filings since 2022
0.5 hrs/week
No compensation reported
Andrew Goldhor
Director
On filings since 2023
0.5 hrs/week
No compensation reported
Lorraine Clifford
Assistant Treasurer Director
Assistant Treasurer & Director → Assistant Treasurer Director, 2024
On filings since 2020
1.5 hrs/week
No compensation reported
Former officers (5)
- Former: Carole Katz (2020–2023) — Co-President & Director
- Former: David Leon (2020–2023) — Co-President & Director
- Former: Martha Scott (2020–2023) — Vice President & Director
- Former: Susan Flint (2020–2022) — Director
- Former: Harold Physic (2020) — Director
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 The Marshall Home Fund Inc
How much does The Marshall Home Fund Inc give each year?
The Marshall Home Fund Inc gave $78K across 15 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $77K across 20 grants.
What is The Marshall Home Fund Inc's typical grant size?
The Marshall Home Fund Inc's median grant in 2024 was $5,000, and its average grant was $5,182, across 15 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Marshall Home Fund Inc that year got $4K on average.
Where does The Marshall Home Fund Inc give grants?
The Marshall Home Fund Inc gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Watertown, MA (13 grants).
Does The Marshall Home Fund Inc give general operating support?
Not in 2024: none of the 15 grants with a stated purpose on The Marshall Home Fund Inc's 2024 IRS Form 990-PF were described as general or operating support.
Who are The Marshall Home Fund Inc's largest grantees?
The Marshall Home Fund Inc's largest 2024 grantees include Springwell Inc ($13,000), Watertown Housing Authority ($10,720 across 2 grants) and Watertown Council on Aging ($10,000 across 2 grants), according to its 2024 IRS Form 990-PF. Together they received 43% of its itemized 2024 grant dollars.
How large is The Marshall Home Fund Inc?
The Marshall Home Fund Inc reported $1.1M in total assets on its 2024 IRS Form 990-PF. It paid out $87K in qualifying distributions that year, against a required minimum of $60K (roughly 5% of its investment assets).
What does The Marshall Home Fund Inc fund?
The fund supports programs and services that directly benefit Watertown residents age 55 and older. Its guidelines encourage work in areas such as community and health services, social participation, housing, transportation, inclusion, civic engagement, communication, and accessible public spaces. See mission & focus areas ↑
How do I apply for a grant from The Marshall Home Fund Inc?
The fund says qualified agencies can request its program grant application. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Marshall Home Fund Inc's EIN?
The Marshall Home Fund Inc's EIN (Employer Identification Number) is 33-1122321. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Marshall Home Fund Inc funds
Human Services Open opportunities, soonest deadline first.
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Cite this profile
Grantable. (2026). The Marshall Home Fund Inc funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/the-marshall-home-fund-inc-morg_d39cd61f96bc46fba9c13fe275ae1763
BibTeX
@misc{grantable_331122321_2026,
author = {{Grantable}},
title = {{The Marshall Home Fund Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-marshall-home-fund-inc-morg_d39cd61f96bc46fba9c13fe275ae1763},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Marshall Home Fund Inc'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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