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Marshall Family Foundation EIN 16-6430502

Marshall Family Foundation

EIN  16-6430502 Private foundation / grantmaker North Rose, NY
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Size
$100K–1M
What they do
A private foundation based in North Rose, NY. It reported about $453K in revenue for 2025.
Leadership
Kathleen Marshall · Trustee
Money in and out
$453K revenue, $437K expenses
Bottom line
—

A private foundation based in North Rose, NY. It reported about $453K in revenue for 2025. For fiscal year 2025 it reported $453K in revenue, $437K in expenses, and $7.2M in net assets.Pt I

Grants paid & assets · FY2025
Total revenue
$453K
Pt VIII · Ln 12
Total expenses
$437K
Pt IX · Ln 25
Net assets
$7.2M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $15K
Total assets
7.2M
deployed as grants and operations
Grants paid
369K
in FY2025
Grants made
25grants
total in period
Payout rate
5%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 25 grants · $369K · 2025–2025
Marshall Community FundFY2025$197,000
Wayne County Humane SocietyFY2025$20,000
Wayne County Historical SocietyFY2025$15,000
Dollars for ScholarsFY2025$15,000
Wayne ArcFY2025$10,000
Save Our SodusFY2025$10,000
Rochester Area Community FoundationFY2025$10,000
Newark Wayne Hospital FoundationFY2025$10,000
Laurel House Confort CareFY2025$10,000
Ability Partners FoundationFY2025$10,000
American Red CrossFY2025$10,000
Rose Community Building FundFY2025$7,000
Wayne County Action ProgramFY2025$5,000
Lyons Community CenterFY2025$5,000
Golisano Childrens HospitalFY2025$5,000
Family Promise of Wayne CountyFY2025$5,000
David's RefugeFY2025$5,000
Cracker Box PalaceFY2025$5,000
See all 25 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$15K
Median grantPart XV$5K
Largest grantPart XV$197K

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$453K
FY2025▼ -49%
Expenses
$437K
FY2025▲ +8%
Total assets
$7.2M
FY20250%
Total liabilities
$0
FY2025
Total revenue
$453K
Pt VIII · Ln 12
Total expenses
$437K
Pt IX · Ln 25
Net assets
$7.2M
Pt X · Ln 32
Total assetsPt II$7.2M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CMarshall Family Foundation
EINHdr · item D16-6430502
Principal addressHdr · item CNorth Rose, NY
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MNY
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T70J)
Ruling yearIRS BMFDec 1996

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
See Marshall Family Foundation executive salaries →

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Statement of Revenue

Part VIII
Investment income100%$453K
Total revenueLn 12$453K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.84 Operating & administrative $0.16
Grants & contributions paid84%$369K
Operating & administrative16%$68K
Total functional expensesLn 25$437K

Balance Sheet

Part X · end of year
CashLn 1$7.2M
Total assetsLn 16$7.2M
Total liabilitiesLn 26$0
Total net assetsLn 32$7.2M
Months of cash on handcomputed197.6

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $7.2M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $453K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $453K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $453K · Prior year $893K
-49%
Revenue CAGR
FY2020 $229K · FY2025 $453K
+15%
Net-asset trend (YoY)
End of year $7.2M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $453K · Expenses $437K
+3%
Liabilities-to-Assets
Total liabilities — · Total assets $7.2M
—
Net-asset ratio
Net assets $7.2M · Total assets $7.2M
100%
People & payroll
Highest Reported Total Compensation
Individual Kathleen Marshall · Reported title TRUSTEE · Highest reported compensation $0 · Total expenses $437K
0%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth -49%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$453K revenue · viewing · ⤓ 990 PDF
FY2024$893K revenue · ⤓ 990 PDF
FY2023$340K revenue · ⤓ 990 PDF
FY2022$277K revenue · ⤓ 990 PDF
FY2021$1.1M revenue · ⤓ 990 PDF
FY2020$229K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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