Nonprofit · EIN 31-6589811
JOHN AND CREE MARSHALL FOUNDATION
Tax-exempt · NAPLES, FL 34108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $10,010 | $318 | $9,692 | $242,932 | $0 | $242,932 |
| December 31, 2023 | 990-PF | $2,755 | $73,580 | -$70,825 | $233,240 | $0 | $233,240 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $2,520
- Interest
- $2
- Net gain from sales of assets
- $7,488
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Excise tax on investment income
- $135
Balance sheet and other
- Total assets, start of year
- $233,240
- Total assets, end of year
- $242,932
- Total liabilities, end of year
- $0
- Net assets, end of year
- $242,932
- Fair market value of assets
- $301,939
- Net investment income
- $10,010
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW KIRK 161 TRAIL EAST, ETNA, OH 43062 | TRUSTEE | 1 | $0 |
| KAREN LUTHER 107 CHAPELWOOD WAY, CARY, NC 27518 | TRUSTEE | 1 | $0 |
| JOHN F MARSHALL 136 MOORINGS PK DR P-502, NAPLES, FL 34105 | PRESIDENT | 2 | $0 |
| JAMES H WYLAND 10482 Gulf Shore Drive Apt 263, Naples, FL 34108 | TRUSTEE | 1 | $0 |
| CHRISTINE C GIRARD 6045 CHARDONNAY LANE APT 304, NAPLES, FL 34119 | TRUSTEE | 1 | $0 |
| CHERYL LUTMAN 5475 Rings Road Suite 475, Dublin, OH 43017 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW KIRK 161 TRAIL EAST, ETNA, OH 43062 | TRUSTEE | 1 | $1,500 |
| KAREN LUTHER 107 CHAPELWOOD WAY, CARY, NC 27518 | TRUSTEE | 1 | $1,500 |
| CHRISTINE C GIRARD 6045 CHARDONNAY LANE APT 304, NAPLES, FL 34119 | TRUSTEE | 1 | $1,500 |
| CHERYL LUTMAN 5475 Rings Road Suite 475, Dublin, OH 43017 | TRUSTEE | 1 | $1,500 |
| JOHN F MARSHALL 136 MOORINGS PK DR P-502, NAPLES, FL 34105 | PRESIDENT | 2 | $0 |
| JAMES H WYLAND 10482 Gulf Shore Drive Apt 263, Naples, FL 34108 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 10482 GULF SHORE DR APT 263, NAPLES, FL 34108-2081
- In care of
- % JAMES H WYLAND
- Signed the 990-PF
- JOHN MARSHALL, TRUSTEE
- Phone
- (614) 655-8850
- Return prepared by
- WEALTHSTONE TAX ADVISORS
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-6589811
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $242,932
- Income (IRS master file)
- $21,239
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $10,010 | $318 | $242,932 | IRS |
| 990-PF | December 2023 | $2,755 | $73,580 | $233,240 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 31-6589811).
Questions about JOHN AND CREE MARSHALL FOUNDATION
- What is the EIN of JOHN AND CREE MARSHALL FOUNDATION?
- The employer identification number (EIN) of JOHN AND CREE MARSHALL FOUNDATION is 31-6589811.
- Is JOHN AND CREE MARSHALL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to JOHN AND CREE MARSHALL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN AND CREE MARSHALL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN AND CREE MARSHALL FOUNDATION 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 JOHN AND CREE MARSHALL FOUNDATION 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 JOHN AND CREE MARSHALL FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does JOHN AND CREE MARSHALL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $10,010, expenses of $318 and total assets of $242,932 at year end.
Other nonprofits in NAPLES
- ADAM AND JOHN BROWN FOUNDATION INC EIN 33-3812313 · last filed 990-PF for 2025
- NAPLES CHILDREN FOUNDATION INC EIN 65-1001650 · last filed 990 for 2025
- CLOVERFIELDS FOUNDATION EIN 20-1919362 · last filed 990-PF for 2024
- DAVID AND TRACY LOCKTON FAMILY FOUNDATION EIN 84-6555083 · last filed 990-PF for 2025
- STARABILITY FOUNDATION INC EIN 59-2516162 · last filed 990 for 2025
- J & J FAMILY FOUNDATION TR EIN 20-6077711 · last filed 990-PF for 2024
- SAGE & DICE FOUNDATION EIN 20-6771152 · last filed 990-PF for 2025
- BRUCE AND DEBORAH DUNCAN FOUNDATION EIN 20-3871657 · last filed 990-PF for 2025
All nonprofits in NAPLES · Florida · Philanthropy, voluntarism and grantmaking foundations