Nonprofit · EIN 86-0102198
MARSHALL FOUNDATION
Tax-exempt · TUCSON, AZ 85719
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,216,260 | $4,717,579 | $498,681 | $28,987,818 | $10,560,076 | $18,427,742 |
| December 31, 2023 | 990-PF | $15,402,793 | $5,124,716 | $10,278,077 | $28,493,869 | $11,192,561 | $17,301,308 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Interest
- $477,288
- Net rental income
- $4,124,463
- Net gain from sales of assets
- $221,400
- Other income
- $393,109
Expenses
- Grants and similar amounts paid
- $1,485,914
- Compensation of officers, directors and key employees
- $117,031
- Salaries, compensation and benefits (total)
- $450,904
- Disbursements for charitable purposes
- $1,996,932
- Excise tax on investment income
- $29,982
Balance sheet and other
- Total assets, start of year
- $28,493,869
- Total assets, end of year
- $28,987,818
- Total liabilities, end of year
- $10,560,076
- Net assets, end of year
- $18,427,742
- Fair market value of assets
- $51,077,993
- Qualifying distributions
- $1,996,932
- Net investment income
- $4,003,593
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRICIA KINARD 814 E UNIVERSITY BOULEVARD, TUCSON, AZ 85719 | ACCOUNTING MANAGER Highest-paid employee | 40 | $84,000 |
| ROBIN FECKNER 814 E UNIVERSITY BLVD, TUCSON, AZ 85719 | OFFICE MANAGER Highest-paid employee | 40 | $67,850 |
| Kelly Huber 814 E University Boulevard, Tucson, AZ 85719 | EXECUTIVE DIRECTOR | 40 | $54,031 |
| Bruce Burke 814 E University Boulevard, TUCSON, AZ 85719 | President & Treasurer | 9.23 | $33,000 |
| Gabriela Corrales 814 E University Boulevard, tucson, AZ 85719 | Vice President | 0.92 | $6,000 |
| Jimena Valdes 814 E University Boulevard, tucson, AZ 85719 | Treasurer & Secretary | 0.92 | $6,000 |
| Fabian Cordova 814 E University Boulevard, tucson, AZ 85719 | member | 2.31 | $6,000 |
| Michael Hammond 814 E University Boulevard, tucson, AZ 85719 | Member | 2.31 | $6,000 |
| PAOLA MENDIVIL 814 E University Boulevard, Tucson, AZ 85719 | MEMBER | 0.92 | $6,000 |
| Sean Stuchen 814 E University Boulevard, tucson, AZ 85719 | Member | 0.92 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANE MCCOLLUM 814 E UNIVERSITY BOULEVARD, TUCSON, AZ 85719 | PRESIDENT RE DIVISION (RETIRED 2023) | 40 | $159,246 | $1,411 |
| TRICIA KINARD 814 E UNIVERSITY BOULEVARD, TUCSON, AZ 85719 | ACCOUNTING MANAGER Highest-paid employee | 40 | $84,000 | $16,406 |
| ROBIN FECKNER 814 E UNIVERSITY BOULEVARD, TUCSON, AZ 85719 | OFFICE MANAGER Highest-paid employee | 40 | $66,548 | $26,094 |
| SHAWN RISHER 814 E UNIVERSITY BOULEVARD, TUCSON, AZ 85719 | ADMINISTRATION Highest-paid employee | 40 | $51,035 | $15,202 |
| BRUCE BURKE 814 E UNIVERSITY BOULEVARD, TUCSON, AZ 85719 | PRESIDENT & TREASURER | 9.23 | $18,000 | $0 |
| GABRIELA CORRALES 814 E UNIVERSITY BOULEVARD, TUCSON, AZ 85719 | VICE PRESIDENT | 0.92 | $6,000 | $0 |
| JIMENA VALDES 814 E UNIVERSITY BOULEVARD, TUCSON, AZ 85719 | TREASURER & SECRETARY | 0.92 | $6,000 | $0 |
| FABIAN CORDOVA 814 E UNIVERSITY BOULEVARD, TUCSON, AZ 85719 | MEMBER | 2.31 | $6,000 | $0 |
| MICHAEL HAMMOND 814 E UNIVERSITY BOULEVARD, TUCSON, AZ 85719 | MEMBER | 2.31 | $6,000 | $0 |
| ALFREDO CUESTAS 814 E UNIVERSITY BOULEVARD, TUCSON, AZ 85719 | MEMBER (RESIGNED AUGUST 2023) | 0.92 | $4,000 | $0 |
| PAOLA MENDIVIL 814 E UNIVERSITY BOULEVARD, TUCSON, AZ 85719 | MEMBER | 0.92 | $2,000 | $0 |
| SEAN STUCHEN 814 E UNIVERSITY BOULEVARD, TUCSON, AZ 85719 | MEMBER | 0.92 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 814 E UNIVERSITY BLVD, TUCSON, AZ 85719-5047
- In care of
- % BRUCE BURKE
- Signed the 990-PF
- Bruce Burke, President
- Phone
- (520) 622-8613
- Website
- WWW.MARSHALLFOUNDATION.COM
- Return prepared by
- R&A CPAS PLLC
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 | Not 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
- 86-0102198
- 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
- 1942
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $28,987,818
- Income (IRS master file)
- $5,216,260
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,216,260 | $4,717,579 | $28,987,818 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $15,402,793 | $5,124,716 | $28,493,869 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 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 86-0102198).
Questions about MARSHALL FOUNDATION
- What is the EIN of MARSHALL FOUNDATION?
- The employer identification number (EIN) of MARSHALL FOUNDATION is 86-0102198.
- Is MARSHALL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
- Are donations to MARSHALL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARSHALL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARSHALL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARSHALL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MARSHALL FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 9 received compensation from the organization, the highest $84,000 (TRICIA KINARD, ACCOUNTING MANAGER).
- How much revenue does MARSHALL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,216,260, expenses of $4,717,579 and total assets of $28,987,818 at year end.
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