The Marshall Home Fund Inc

Private foundation · Grantmaker Watertown, MA EIN: 33-1122321

The Marshall Home Fund Inc is a private foundation focused on Human Services, based in Watertown, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 15 grants totaling $78K. Net investment income was $36K.

Key facts about The Marshall Home Fund Inc

In short: The Marshall Home Fund Inc gave $78K across 15 grants in 2024 (avg $5K), mostly in Massachusetts. 38% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
33-1122321
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$77,732
Grants made (2024)
15
Average grant
$5,182
Median grant
$5,000
New grantees (estimate)
38% first-time grantees (5 of 13, 2024)
Total assets
$1,081,565
Primary geography
Massachusetts (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

-6.2% YoY

Annual Giving

$78K

+0.6% YoY

Grant Count

15

-25.0% YoY

Avg Grant Size

$5K

+34.1% YoY

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.

Is The Marshall Home Fund Inc open to new grantees?

38%

first-time grantees, 2024

In 2024, 5 of 13 grantees (38%) were first-time recipients. First grants averaged $4K; repeat grants $7K. How we count

Medians: $2K first-time, $7K repeat.

  • 54% 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.

Open Grants

1 open opportunity from The Marshall Home Fund Inc

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 15 itemized 2024 grant dollars.

Cities

WatertownWalthamNewtonBrooklineSomervilleLexington

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K29 grants202019 grants202118 grants202220 grants202315 grants2024

From 2020 to 2024, annual grant giving ranged from $77K (2023) to $82K (2022). In 2024 it made 15 grants totaling $78K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Springwell Inc: $13KSpringwell Inc$13KWatertown Housing Authority: $11K across 2 grantsWatertown Housing Authority$11K · 2 grantsWatertown Council on Aging: $10K across 2 grantsWatertown Council on Aging$10K · 2 grantsProject Literacy: $9KProject Literacy$9KMosesian Center for the Arts: $8KMosesian Center for the Arts$8KMass Assn for Blind: $7KMass Assn for Blind$7KWatertown Health Dept: $6KWatertown Health Dept$6KPerkins School for the Blind: $5KPerkins School for the Blind$5KWatertown Farmers Market: $5KWatertown Farmers Market$5KChurch of the Good Shepherd: $3KChurch of the Good Shepherd$3K

The largest 2024 recipient was Springwell Inc ($13K). Together the top 10 received $75K.

Grant Size Distribution

101 grants across all recorded years

101<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 101 grants of 101 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Springwell Inc Waltham, MAElder Independence and Safety Fund$13,000
Project Literacy Watertown, MAProject Literacy$8,500
Mosesian Center for the Arts Watertown, MAAging Creatively Program$7,500
Mass Assn for Blind Brookline, MAWraparound Vision Services$7,000
Watertown Health Dept Watertown, MACompassionate Connections XI$6,000
Watertown Housing Authority Watertown, MALaundry Cards and Organize and Simplify Programs$5,600
Watertown Housing Authority Watertown, MAAir Conditioner Access Program$5,120
Perkins School for the Blind Watertown, MAThriving with Vision Loss$5,000
Watertown Council on Aging Watertown, MAEmergency Assistance Grant$5,000
Watertown Council on Aging Watertown, MAElder Transportation$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K20202021202220232024
Metric202420232022
Total Assets$1,081,565$1,152,635$1,205,346
Revenue$37,459$38,497$36,715
Expenses$108,529$97,740$110,241
Qualifying Distributions$86,730$82,011$89,226
Net Investment Income$36,476$36,441$185,242
Distributable Amount$59,968$57,210$59,464

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

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 is The Marshall Home Fund Inc?

The Marshall Home Fund Inc is a private foundation focused on Human Services, based in Watertown, MA. It holds $1.1M in total assets as of 2024.

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 September 2026. Sourced from IRS Form 990-PF filings.

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