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Nonprofit · EIN 58-6042019

MATTIE H MARSHALL FOUNDATION TRUST

Tax-exempt · ORLANDO, FL 32891

Financials

$165K$548K2023$1.1M$542K2024$355K$550K2025
Revenue Expenses · by fiscal year end
Financials of MATTIE H MARSHALL FOUNDATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$354,753$549,502-$194,749$6,256,914$0$6,256,914
December 31, 2024990-PF$1,062,556$541,907$520,649$6,216,759$0$6,216,759
December 31, 2023990-PF$165,277$547,705-$382,428$5,392,815$0$5,392,815
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$347,528
Net gain from sales of assets
$7,225

Expenses

Grants and similar amounts paid
$465,221
Compensation of officers, directors and key employees
$64,476
Disbursements for charitable purposes
$499,959
Excise tax on investment income
$4,435

Balance sheet and other

Total assets, start of year
$6,216,759
Total assets, end of year
$6,256,914
Total liabilities, end of year
$0
Net assets, end of year
$6,256,914
Fair market value of assets
$10,938,016
Qualifying distributions
$499,959
Net investment income
$354,753

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
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$64,476
ELLEN BEARD
PO BOX 4655 MC 221, ATLANTA, GA 30302
DIRECTOR1$0
FRAN DYKES
PO BOX 4655 MC 221, ATLANTA, GA 30302
DIRECTOR1$0
MEGAN PIETRANONIO
PO BOX 4655 MC 221, ATLANTA, GA 30302
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$61,812
ELLEN BEARD
PO BOX 4655 MC 221, ATLANTA, GA 30302
DIRECTOR1$0
FRAN DYKES
PO BOX 4655 MC 221, ATLANTA, GA 30302
DIRECTOR1$0
MEGAN PIETRANONIO
PO BOX 4655 MC 221, ATLANTA, GA 30302
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$57,297
ELLEN BEARD
PO BOX 4655 MC 221, ATLANTA, GA 30302
DIRECTOR1$0
FRAN DYKES
PO BOX 4655 MC 221, ATLANTA, GA 30302
DIRECTOR1$0
MEGAN PIETRANONIO
PO BOX 4655 MC 221, ATLANTA, GA 30302
DIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% COMPANY OF GEORGIA TRUSTEE
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(804) 273-7445
Return prepared by
ERNST & YOUNG US 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
58-6042019
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
1964
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,256,914
Income (IRS master file)
$2,797,412

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$354,753$549,502$6,256,914IRS
990-PFDecember 2024$1,062,556$541,907$6,216,759XML
990-PFDecember 2023$165,277$547,705$5,392,815XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 58-6042019).

Questions about MATTIE H MARSHALL FOUNDATION TRUST

What is the EIN of MATTIE H MARSHALL FOUNDATION TRUST?
The employer identification number (EIN) of MATTIE H MARSHALL FOUNDATION TRUST is 58-6042019.
Is MATTIE H MARSHALL FOUNDATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to MATTIE H MARSHALL FOUNDATION TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MATTIE H MARSHALL FOUNDATION TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of MATTIE H MARSHALL FOUNDATION TRUST 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 MATTIE H MARSHALL FOUNDATION TRUST 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 MATTIE H MARSHALL FOUNDATION TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $64,476 (TRUIST BANK, TRUSTEE).
How much revenue does MATTIE H MARSHALL FOUNDATION TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $354,753, expenses of $549,502 and total assets of $6,256,914 at year end.

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