Nonprofit · EIN 58-6089937
HARRIETT MCDANIEL MARSHALL FD
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $658,240 | $551,392 | $106,848 | $9,547,652 | $0 | $9,547,652 |
| December 31, 2024 | 990-PF | $1,271,948 | $505,228 | $766,720 | $9,438,719 | $0 | $9,438,719 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $292,241
- Net gain from sales of assets
- $365,999
Expenses
- Grants and similar amounts paid
- $479,359
- Compensation of officers, directors and key employees
- $45,830
- Disbursements for charitable purposes
- $504,789
- Excise tax on investment income
- $8,757
Balance sheet and other
- Total assets, start of year
- $9,438,719
- Total assets, end of year
- $9,547,652
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,547,652
- Fair market value of assets
- $11,914,411
- Qualifying distributions
- $504,789
- Net investment income
- $658,240
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 328919798 | TRUSTEE | 1 | $45,830 |
| JENNER WOOD PO BOX 4655, ATLANTA, GA 30302 | CHAIRMAN | 1 | $0 |
| JOHN GERAGHTY PO BOX 4655, ATLANTA, GA 30302 | DIST. COMM | 1 | $0 |
| DAVE DIERKER PO BOX 4655, ATLANTA, GA 30302 | DIST. COMM | 1 | $0 |
| SOFIA MARIE BORK PO BOX 4655, ATLANTA, GA 30302 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 328919798 | TRUSTEE | 1 | $43,633 |
| JENNER WOOD PO BOX 4655, ATLANTA, GA 30302 | CHAIRMAN | 1 | $0 |
| JOHN GERAGHTY PO BOX 4655, ATLANTA, GA 30302 | DIST. COMM | 1 | $0 |
| DAVE DIERKER PO BOX 4655, ATLANTA, GA 30302 | DIST. COMM | 1 | $0 |
| SOFIA MARIE BORK PO BOX 4655, ATLANTA, GA 30302 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF 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
- 58-6089937
- 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
- 1971
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,547,652
- Income (IRS master file)
- $3,122,468
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $658,240 | $551,392 | $9,547,652 | IRS |
| 990-PF | December 2024 | $1,271,948 | $505,228 | $9,438,719 | IRS |
| 990-PF | December 2023 | $54,692 | $432,201 | $8,672,641 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about HARRIETT MCDANIEL MARSHALL FD
- What is the EIN of HARRIETT MCDANIEL MARSHALL FD?
- The employer identification number (EIN) of HARRIETT MCDANIEL MARSHALL FD is 58-6089937.
- Is HARRIETT MCDANIEL MARSHALL FD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to HARRIETT MCDANIEL MARSHALL FD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HARRIETT MCDANIEL MARSHALL FD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARRIETT MCDANIEL MARSHALL FD 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 HARRIETT MCDANIEL MARSHALL FD 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 HARRIETT MCDANIEL MARSHALL FD?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $45,830 (TRUIST BANK, TRUSTEE).
- How much revenue does HARRIETT MCDANIEL MARSHALL FD have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $658,240, expenses of $551,392 and total assets of $9,547,652 at year end.
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