Marshall Foundation

Katy, TX
Tax-exempt since May 1998
EIN: 76-0537578

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$28.5k (2024)

Expenses

$162k (2024)

Total Assets

$325k (2024)

Total Liabilities

$0 (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

$28,496

Expenses

$161,534

Net Income

-$133,038

Net Assets

$324,702

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,500	5.3%
Interest Revenue	$0
Dividends	$18,649	65.4%
Sales of Assets	$8,347	29.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,575	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$324,702
Total Liabilities	$0
Net Assets	$324,702

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Jared A Marshall (Director)	$0	$0

990-PF

Filed on Nov. 14, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$19,293

Expenses

$494

Net Income

$18,799

Net Assets

$457,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,293	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55	11.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$457,740
Total Liabilities	$0
Net Assets	$457,740

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Jared A Marshall (Director)	$0	$0

990-PF

Filed on Feb. 4, 2025

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$10,326

Expenses

$103,925

Net Income

-$93,599

Net Assets

$438,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,048	97.3%
Sales of Assets	$278	2.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,935	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$438,941
Total Liabilities	$0
Net Assets	$438,941

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Jared A Marshall (Director)	$0	$0

990-PF

Filed on Nov. 15, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$17,916

Expenses

$13,451

Net Income

$4,465

Net Assets

$532,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,916	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,301	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$532,540
Total Liabilities	$0
Net Assets	$532,540

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Jared A Marshall (Director)	$0	$0

990-PF

Filed on Nov. 14, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$16,856

Expenses

$4,932

Net Income

$11,924

Net Assets

$528,074

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	29.7%
Interest Revenue	$0
Dividends	$8,796	52.2%
Sales of Assets	$3,060	18.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,069	62.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$528,075
Total Liabilities	$1
Net Assets	$528,074

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Jared A Marshall (Director)	$0	$0

990-PF

Filed on Nov. 9, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$61,062

Expenses

$109,207

Net Income

-$48,145

Net Assets

$516,150

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,500	12.3%
Interest Revenue	$0
Dividends	$10,557	17.3%
Sales of Assets	$43,005	70.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,807	99.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$516,151
Total Liabilities	$1
Net Assets	$516,150

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Wilene Marshall (Director)	$0	$0

990-PF

Filed on Nov. 16, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$46,640

Expenses

$184,015

Net Income

-$137,375

Net Assets

$579,381

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	21.4%
Interest Revenue	$0
Dividends	$25,478	54.6%
Sales of Assets	$11,162	23.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$177,993	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$579,382
Total Liabilities	$1
Net Assets	$579,381

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Wilene Marshall (Director)	$0	$0

990-PF

Filed on Jan. 31, 2020

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

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Fiscal Year Ending Dec.
2017

Revenue

$45,773

Expenses

$36,157

Net Income

$9,616

Net Assets

$722,915

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,320	77.2%
Sales of Assets	$10,453	22.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,182	80.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$727,557
Total Liabilities	$4,642
Net Assets	$722,915

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Wilene Marshall (Director)	$0	$0

990-PF

Filed on Nov. 15, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$73,430

Expenses

$1,525,013

Net Income

-$1,451,583

Net Assets

$718,343

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,019	58.6%
Sales of Assets	$30,411	41.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,508,225	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$731,375
Total Liabilities	$13,032
Net Assets	$718,343

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Wilene Marshall (Director)	$0	$0

990-PF

Filed on Dec. 21, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$337,863

Expenses

$90,349

Net Income

$247,514

Net Assets

$2,091,315

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$140,342	41.5%
Sales of Assets	$197,521	58.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,381	60.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,112,013
Total Liabilities	$20,698
Net Assets	$2,091,315

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Jimmie G Marshall (Vice President/Director)	$0	$0
Wilene Marshall (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$183,925

Expenses

$218,310

Net Income

-$34,385

Net Assets

$1,843,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$94,031	51.1%
Sales of Assets	$89,894	48.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$199,535	91.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,871,504
Total Liabilities	$27,703
Net Assets	$1,843,801

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Jimmie G Marshall (Vice President/Director)	$0	$0
Wilene Marshall (Director)	$0	$0

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990-PF

Filed on Nov. 13, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$177,383

Expenses

$179,355

Net Income

-$1,972

Net Assets

$1,878,186

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,848	52.3%
Sales of Assets	$84,535	47.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,183	84.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,913,431
Total Liabilities	$35,245
Net Assets	$1,878,186

Compensation

Key Employees and Officers	Compensation	Other
Jon A Marshall (President/Director)	$0	$0
Roxann L Marshall (Secretary/Director)	$0	$0
Jimmie G Marshall (Vice President/Director)	$0	$0
Wilene Marshall (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$165,040

Expenses

$82,987

Net Income

$82,053

Net Assets

$1,880,158

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,254	6.8%
Interest Revenue	$0
Dividends	$98,873	59.9%
Sales of Assets	$54,913	33.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,096	68.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,936,881
Total Liabilities	$56,723
Net Assets	$1,880,158

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$110,427

Expenses

$158,393

Net Income

-$47,966

Net Assets

$1,793,765

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,847	1.7%
Interest Revenue	$0
Dividends	$97,194	88.0%
Sales of Assets	$11,386	10.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,495	86.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,927,706
Total Liabilities	$133,941
Net Assets	$1,793,765

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Marshall Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $28.5k (2024)

Expenses $162k (2024)

Total Assets $325k (2024)

Total Liabilities $0 (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

$28.5k (2024)

Expenses

$162k (2024)

Total Assets

$325k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
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