Marshall Family Foundation Inc

Uniondale, NY
Tax-exempt since June 1983
EIN: 13-3157280

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$670k (2024)

Expenses

$577k (2024)

Total Assets

$6.63M (2024)

Total Liabilities

$117k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$669,906

Expenses

$577,269

Net Income

$92,637

Net Assets

$6,509,840

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$165,547	24.7%
Sales of Assets	$504,359	75.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$432,641	74.9%
Compensation of Officers*	$36,000	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,627,132
Total Liabilities	$117,292
Net Assets	$6,509,840

Compensation

Key Employees and Officers	Compensation	Other
Lee Harper Marshall (President & Director)	$18,000	$18,544
Donna Ensign Marshall (Treasurer)	$18,000	$18,543
Michael E Simon (Secretary)	$0	$0

990-PF

Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$434,124

Expenses

$621,251

Net Income

-$187,127

Net Assets

$6,418,855

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$151,055	34.8%
Sales of Assets	$283,069	65.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$466,437	75.1%
Compensation of Officers*	$36,000	5.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,429,359
Total Liabilities	$10,504
Net Assets	$6,418,855

Compensation

Key Employees and Officers	Compensation	Other
Lee Harper Marshall (President & Director)	$0	$0
Donna Ensign Marshall (Treasurer)	$0	$0
Michael E Simon (Secretary)	$0	$0

990-PF

Filed on May 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

-$311,019

Expenses

$773,085

Net Income

-$1,084,104

Net Assets

$6,595,050

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$104,612
Sales of Assets	-$415,631
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$626,136	81.0%
Compensation of Officers*	$28,836	3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,601,674
Total Liabilities	$6,624
Net Assets	$6,595,050

Compensation

Key Employees and Officers	Compensation	Other
Lee Harper Marshall (President & Director)	$0	$0
Donna Ensign Marshall (Treasurer)	$0	$0
Michael E Simon (Secretary)	$0	$0

990-PF

Filed on Nov. 6, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$1,119,623

Expenses

$605,177

Net Income

$514,446

Net Assets

$7,655,558

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,248	7.3%
Sales of Assets	$1,038,375	92.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$477,963	79.0%
Compensation of Officers*	$28,836	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,656,927
Total Liabilities	$1,369
Net Assets	$7,655,558

Compensation

Key Employees and Officers	Compensation	Other
Lee Harper Marshall (President & Director)	$14,418	$15,930
Donna Ensign Marshall (Treasurer)	$14,418	$15,929

990-PF

Filed on June 21, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$1,442,970

Expenses

$515,263

Net Income

$927,707

Net Assets

$7,281,242

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,711	5.8%
Sales of Assets	$1,359,259	94.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$437,230	84.9%
Compensation of Officers*	$28,836	5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,282,579
Total Liabilities	$1,337
Net Assets	$7,281,242

Compensation

Key Employees and Officers	Compensation	Other
Lee Harper Marshall (President & Director)	$14,418	$15,244
Donna Ensign Marshall (Treasurer)	$14,418	$15,244
Edward G Beimfohr Esq Dec'd (Secretary)	$0	$0

990-PF

Filed on June 9, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$550,349

Expenses

$491,591

Net Income

$58,758

Net Assets

$6,392,708

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$88,866	16.1%
Sales of Assets	$461,483	83.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$377,000	76.7%
Compensation of Officers*	$28,836	5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,402,664
Total Liabilities	$9,956
Net Assets	$6,392,708

Compensation

Key Employees and Officers	Compensation	Other
Lee Harper Marshall (President & Director)	$0	$0
Donna Ensign Marshall (Treasurer)	$0	$0
Edward G Beimfohr Esq (Secretary)	$0	$0

990-PF

Filed on July 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$940,294

Expenses

$474,408

Net Income

$465,886

Net Assets

$6,283,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$98,887	10.5%
Sales of Assets	$841,407	89.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$371,000	78.2%
Compensation of Officers*	$20,363	4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,294,170
Total Liabilities	$10,449
Net Assets	$6,283,721

Compensation

Key Employees and Officers	Compensation	Other
Lee Harper Marshall (President & Director)	$0	$0
Donna Ensign Marshall (Treasurer)	$0	$0
Edward G Beimfohr Esq (Secretary)	$0	$0

990-PF

Filed on Oct. 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$724,561

Expenses

$487,634

Net Income

$236,927

Net Assets

$5,817,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,492	12.8%
Sales of Assets	$632,069	87.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$419,596	86.0%
Compensation of Officers*	$26,400	5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,828,284
Total Liabilities	$10,449
Net Assets	$5,817,835

Compensation

Key Employees and Officers	Compensation	Other
Lee Harper Marshall (President & Director)	$0	$0
Donna Ensign Marshall (Treasurer)	$0	$0
Edward G Beimfohr Esq (Secretary)	$0	$0

990-PF

Filed on Nov. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$371,046

Expenses

$453,637

Net Income

-$82,591

Net Assets

$5,558,712

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$93,154	25.1%
Sales of Assets	$277,892	74.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$378,908	83.5%
Compensation of Officers*	$24,000	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,566,836
Total Liabilities	$8,124
Net Assets	$5,558,712

Compensation

Key Employees and Officers	Compensation	Other
Lee Harper Marshall (President & Director)	$0	$0
Donna Ensign Marshall (Treasurer)	$0	$0
Edward G Beimfohr Esq (Secretary)	$0	$0

990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$191,644

Expenses

$460,013

Net Income

-$268,369

Net Assets

$5,637,626

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$107,795	56.2%
Sales of Assets	$83,849	43.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$382,249	83.1%
Compensation of Officers*	$24,000	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,640,833
Total Liabilities	$3,207
Net Assets	$5,637,626

Compensation

Key Employees and Officers	Compensation	Other
Lee Harper Marshall (President & Director)	$0	$0
Donna Ensign Marshall (Treasurer)	$0	$0
Edward G Beimfohr Esq (Secretary)	$0	$0

990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$421,126

Expenses

$414,286

Net Income

$6,840

Net Assets

$5,903,133

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,324	21.9%
Sales of Assets	$328,802	78.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$329,788	79.6%
Compensation of Officers*	$24,000	5.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,906,331
Total Liabilities	$3,198
Net Assets	$5,903,133

Compensation

Key Employees and Officers	Compensation	Other
Lee Harper Marshall (President & Director)	$0	$0
Donna Ensign Marshall (Treasurer)	$0	$0
Edward G Beimfohr Esq (Secretary)	$0	$0

990-PF

Filed on May 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$161,888

Expenses

$306,655

Net Income

-$144,767

Net Assets

$5,864,534

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$107,289	66.3%
Sales of Assets	$54,599	33.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$262,601	85.6%
Compensation of Officers*	$19,955	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,865,678
Total Liabilities	$1,144
Net Assets	$5,864,534

Compensation

Key Employees and Officers	Compensation	Other
Lee Harper Marshall (President & Director)	$0	$0
Donna Ensign Marshall (Treasurer)	$0	$0
Edward G Beimfohr Esq (Secretary)	$0	$0

990-PF

Filed on April 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$139,426

Expenses

$302,900

Net Income

-$163,474

Net Assets

$6,009,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$138,013	99.0%
Sales of Assets	$1,413	1.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$272,451	89.9%
Compensation of Officers*	$24,000	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,016,246
Total Liabilities	$6,945
Net Assets	$6,009,301

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$141,314

Expenses

$293,763

Net Income

-$152,449

Net Assets

$6,028,658

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$136,038	96.3%
Sales of Assets	$5,276	3.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$263,848	89.8%
Compensation of Officers*	$24,000	8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,033,924
Total Liabilities	$5,266
Net Assets	$6,028,658

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Marshall Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $670k (2024)

Expenses $577k (2024)

Total Assets $6.63M (2024)

Total Liabilities $117k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$670k (2024)

Expenses

$577k (2024)

Total Assets

$6.63M (2024)

Total Liabilities

$117k (2024)

Fiscal Year Ending Dec.
2024

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