Nonprofit · EIN 46-7206339
MARSHALL LEGACY FOUNDATION
Also known as ELAINE T MARSHALL TTEE
Tax-exempt · METAIRIE, LA 70005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $10,017,960 | $5,610,663 | $4,407,297 | $34,948,486 | $0 | $34,948,486 |
| April 30, 2024 | 990-PF | $4,236,159 | $5,408,990 | -$1,172,831 | $30,541,189 | $0 | $30,541,189 |
| April 30, 2023 | 990-PF | $15,687,056 | $13,449,866 | $2,237,190 | $31,714,020 | $0 | $31,714,020 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $6,382,035
- Interest
- $3,517,708
- Other income
- $118,217
Expenses
- Grants and similar amounts paid
- $5,600,000
- Disbursements for charitable purposes
- $5,600,000
- Excise tax on investment income
- $48,896
Balance sheet and other
- Total assets, start of year
- $30,541,189
- Total assets, end of year
- $34,948,486
- Total liabilities, end of year
- $0
- Net assets, end of year
- $34,948,486
- Fair market value of assets
- $34,948,486
- Qualifying distributions
- $5,600,000
- Net investment income
- $3,517,708
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELAINE T MARSHALL 7001 PRESTON RD SUITE 400, DALLAS, TX 75205 | Co-Trustee | 2 | $0 |
| DR STEPHEN D COOK 320 HAMMOND HWY SUITE 406, METAIRIE, LA 700051399 | Co-Trustee | 2 | $0 |
990-PF for the year ended April 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELAINE T MARSHALL 7001 PRESTON RD SUITE 400, DALLAS, TX 75205 | Co-Trustee | 2 | $0 |
| DR STEPHEN D COOK 320 HAMMOND HWY SUITE 406, METAIRIE, LA 700051399 | Co-Trustee | 2 | $0 |
990-PF for the year ended April 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELAINE T MARSHALL 7001 PRESTON RD SUITE 400, DALLAS, TX 75205 | Co-Trustee | 2 | $0 |
| DR STEPHEN D COOK 320 HAMMOND HWY SUITE 406, METAIRIE, LA 700051399 | Co-Trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 320 HAMMOND HWY 406, METAIRIE, LA 70005-0000
- Signed the 990-PF
- DR STEPHEN D COOK, Co-Trustee
- Phone
- (504) 309-9845
- Return prepared by
- TERRANOVA WILLIAMS KLEIN CPAS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 46-7206339
- 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
- 2015
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $34,948,486
- Income (IRS master file)
- $10,017,960
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $10,017,960 | $5,610,663 | $34,948,486 | XML |
| 990-PF | April 2024 | $4,236,159 | $5,408,990 | $30,541,189 | XML |
| 990-PF | April 2023 | $15,687,056 | $13,449,866 | $31,714,020 | XML |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | 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 46-7206339).
Questions about MARSHALL LEGACY FOUNDATION
- What is the EIN of MARSHALL LEGACY FOUNDATION?
- The employer identification number (EIN) of MARSHALL LEGACY FOUNDATION is 46-7206339.
- Is MARSHALL LEGACY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to MARSHALL LEGACY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARSHALL LEGACY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARSHALL LEGACY FOUNDATION due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARSHALL LEGACY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of MARSHALL LEGACY FOUNDATION?
- The 990-PF for the year ended April 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MARSHALL LEGACY FOUNDATION have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $10,017,960, expenses of $5,610,663 and total assets of $34,948,486 at year end.
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