Nonprofit · EIN 46-7293385
MARSHALL HERITAGE 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 | $9,882,671 | $4,312,222 | $5,570,449 | $26,908,637 | $1,858,300 | $25,050,337 |
| April 30, 2024 | 990-PF | $4,160,409 | $3,289,578 | $870,831 | $21,074,265 | $1,594,377 | $19,479,888 |
| April 30, 2023 | 990-PF | $7,920,150 | $3,372,880 | $4,547,270 | $19,779,532 | $1,170,475 | $18,609,057 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $6,382,035
- Interest
- $3,500,636
Expenses
- Grants and similar amounts paid
- $4,037,400
- Disbursements for charitable purposes
- $4,037,400
- Excise tax on investment income
- $48,659
Balance sheet and other
- Total assets, start of year
- $21,074,265
- Total assets, end of year
- $26,908,637
- Total liabilities, end of year
- $1,858,300
- Net assets, end of year
- $25,050,337
- Fair market value of assets
- $26,908,637
- Qualifying distributions
- $4,987,400
- Net investment income
- $3,500,636
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 |
|---|---|---|---|
| DR STEPHEN D COOK 320 HAMMOND HWY SUITE 406, METAIRIE, LA 700051399 | Co-Trustee | 1 | $0 |
| ELAINE T MARSHALL 7001 PRESTON ROAD SUITE 400, DALLAS, TX 75205 | Co-Trustee | 1 | $0 |
| E PIERCE MARSHALL JR 7001 PRESTON ROAD SUITE 400, DALLAS, TX 75205 | Co-Trustee | 2 | $0 |
990-PF for the year ended April 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR STEPHEN D COOK 320 HAMMOND HWY SUITE 406, METAIRIE, LA 700051399 | Co-Trustee | 1 | $0 |
| ELAINE T MARSHALL 7001 PRESTON ROAD SUITE 400, DALLAS, TX 75205 | Co-Trustee | 1 | $0 |
| E PIERCE MARSHALL JR 7001 PRESTON ROAD SUITE 400, DALLAS, TX 75205 | Co-Trustee | 2 | $0 |
990-PF for the year ended April 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR STEPHEN D COOK 320 HAMMOND HWY SUITE 406, METAIRIE, LA 700051399 | Co-Trustee | 1 | $0 |
| ELAINE T MARSHALL 7001 PRESTON ROAD SUITE 400, DALLAS, TX 75205 | Co-Trustee | 1 | $0 |
| E PIERCE MARSHALL JR 7001 PRESTON ROAD SUITE 400, DALLAS, TX 75205 | Co-Trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 320 HAMMOND HWY 406, METAIRIE, LA 70005-0000
- Signed the 990-PF
- E PIERCE MARSHALL JR, 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
- 46-7293385
- 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
- 2019
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $26,908,637
- Income (IRS master file)
- $9,882,671
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $9,882,671 | $4,312,222 | $26,908,637 | XML |
| 990-PF | April 2024 | $4,160,409 | $3,289,578 | $21,074,265 | XML |
| 990-PF | April 2023 | $7,920,150 | $3,372,880 | $19,779,532 | 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 46-7293385).
Questions about MARSHALL HERITAGE FOUNDATION
- What is the EIN of MARSHALL HERITAGE FOUNDATION?
- The employer identification number (EIN) of MARSHALL HERITAGE FOUNDATION is 46-7293385.
- Is MARSHALL HERITAGE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to MARSHALL HERITAGE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARSHALL HERITAGE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARSHALL HERITAGE 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 HERITAGE 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 HERITAGE FOUNDATION?
- The 990-PF for the year ended April 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MARSHALL HERITAGE FOUNDATION have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $9,882,671, expenses of $4,312,222 and total assets of $26,908,637 at year end.
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