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Nonprofit · EIN 56-6056515

MARSH FOUNDATION INC

Tax-exempt · CHARLOTTE, NC 28203

Financials

$1M$347K2023$855K$360K2024$467K$492K2025
Revenue Expenses · by fiscal year end
Financials of MARSH FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$467,145$492,197-$25,052$6,275,660$0$6,275,660
December 31, 2024990-PF$855,325$360,194$495,131$6,296,658$0$6,296,658
December 31, 2023990-PF$1,002,787$346,988$655,799$5,850,005$0$5,850,005
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$207,351
Dividends
$220,219
Interest
$26,626
Net gain from sales of assets
$12,949

Expenses

Grants and similar amounts paid
$408,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$412,250
Excise tax on investment income
$2,500

Balance sheet and other

Total assets, start of year
$6,296,658
Total assets, end of year
$6,275,660
Total liabilities, end of year
$0
Net assets, end of year
$6,275,660
Fair market value of assets
$9,828,386
Qualifying distributions
$412,250
Net investment income
$259,794

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
GRETCHEN M JOHNSTON
PO BOX 35329, CHARLOTTE, NC 28235
PRESIDENT0$0
HUNTER J MCLAWHORN
PO BOX 35329, CHARLOTTE, NC 28235
VICE PRESIDENT / ASST. SECRETARY0$0
JAMES H MCLAWHORN
PO BOX 35329, CHARLOTTE, NC 28235
SECRETARY0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
GRETCHEN M JOHNSTON
PO BOX 35329, CHARLOTTE, NC 28235
PRESIDENT0$0
HUNTER J MCLAWHORN
PO BOX 35329, CHARLOTTE, NC 28235
VICE PRESIDENT / ASST. SECRETARY0$0
JAMES H MCLAWHORN
PO BOX 35329, CHARLOTTE, NC 28235
SECRETARY0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
GRETCHEN M JOHNSTON
PO BOX 35329, CHARLOTTE, NC 28235
PRESIDENT0$0
HUNTER J MCLAWHORN
PO BOX 35329, CHARLOTTE, NC 28235
VICE PRESIDENT / ASST. SECRETARY0$0
JAMES H MCLAWHORN
PO BOX 35329, CHARLOTTE, NC 28235
SECRETARY0$0

Address and contacts

Address (IRS master file)
2401 PARK RD, CHARLOTTE, NC 28203-5926
In care of
% WENDY NGUYEN
Signed the 990-PF
JAMES H MCLAWHORN, SECRETARY
Phone
(704) 602-2071
Return prepared by
GREERWALKER LLP

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
56-6056515
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
1954
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,275,660
Income (IRS master file)
$631,367

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$467,145$492,197$6,275,660IRS
990-PFDecember 2024$855,325$360,194$6,296,658IRS
990-PFDecember 2023$1,002,787$346,988$5,850,005XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 56-6056515).

Questions about MARSH FOUNDATION INC

What is the EIN of MARSH FOUNDATION INC?
The employer identification number (EIN) of MARSH FOUNDATION INC is 56-6056515.
Is MARSH FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
Are donations to MARSH FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARSH FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MARSH FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARSH FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of MARSH FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does MARSH FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $467,145, expenses of $492,197 and total assets of $6,275,660 at year end.

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