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Nonprofit · EIN 13-3157280

MARSHALL FAMILY FOUNDATION INC

Tax-exempt · UNIONDALE, NY 11553

Financials

$434K$621K2023$670K$577K2024
Revenue Expenses · by fiscal year end
Financials of MARSHALL FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$669,906$577,269$92,637$6,627,132$117,292$6,509,840
December 31, 2023990-PF$434,124$621,251-$187,127$6,429,359$10,504$6,418,855
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$165,547
Net gain from sales of assets
$504,359

Expenses

Grants and similar amounts paid
$390,000
Compensation of officers, directors and key employees
$36,000
Disbursements for charitable purposes
$432,641
Excise tax on investment income
$7,302

Balance sheet and other

Total assets, start of year
$6,429,359
Total assets, end of year
$6,627,132
Total liabilities, end of year
$117,292
Net assets, end of year
$6,509,840
Fair market value of assets
$10,686,591
Qualifying distributions
$432,641
Net investment income
$669,906

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
LEE HARPER MARSHALL
C/O COOPERSMITH 50 CHAS LINDBERGH, BLVD SUITE 605, UNIONDALE, NY 11553
PRESIDENT & DIRECTOR10$18,000$18,544
DONNA ENSIGN MARSHALL
C/O COOPERSMITH 50 CHAS LINDBERGH, BLVD SUITE 605, UNIONDALE, NY 11553
TREASURER10$18,000$18,543
MICHAEL E SIMON
C/O COOPERSMITH 50 CHAS LINDBERGH, BLVD SUITE 605, UNIONDALE, NY 11553
SECRETARY1$0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
LEE HARPER MARSHALL
C/O COOPERSMITH 50 CHAS LINDBERGH, BLVD SUITE 605, UNIONDALE, NY 11553
PRESIDENT & DIRECTOR10$0
DONNA ENSIGN MARSHALL
C/O COOPERSMITH 50 CHAS LINDBERGH, BLVD SUITE 605, UNIONDALE, NY 11553
TREASURER10$0
MICHAEL E SIMON
C/O COOPERSMITH 50 CHAS LINDBERGH, BLVD SUITE 605, UNIONDALE, NY 11553
SECRETARY1$0

Address and contacts

Address (IRS master file)
50 CHARLES LINDBERGH BLVD S605, UNIONDALE, NY 11553-3626
In care of
% COOPERSMITH SIMON & VOGEL PC
Signed the 990-PF
DONNA E MARSHALL, TREASURER
Phone
(516) 483-5800
Return prepared by
COOPERSMITH SIMON & VOGEL PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-3157280
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1983
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,627,132
Income (IRS master file)
$1,996,887

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$669,906$577,269$6,627,132IRS
990-PFDecember 2023$434,124$621,251$6,429,359XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3157280).

Questions about MARSHALL FAMILY FOUNDATION INC

What is the EIN of MARSHALL FAMILY FOUNDATION INC?
The employer identification number (EIN) of MARSHALL FAMILY FOUNDATION INC is 13-3157280.
Is MARSHALL FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to MARSHALL FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARSHALL FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MARSHALL FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARSHALL FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of MARSHALL FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 3 people; 2 received compensation from the organization, the highest $18,000 (LEE HARPER MARSHALL, PRESIDENT & DIRECTOR).
How much revenue does MARSHALL FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $669,906, expenses of $577,269 and total assets of $6,627,132 at year end.

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