Civic Intelligence

Charles E Marshall & Shirley S Marshall Charitable Trust

990PF • Fiscal year 2024 • EIN 25-6697119

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 16, 2024

Organization Profile
4600 E W Highway Suite 610Bethesda, MD 20814-3668

(610) 945-4300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

11th percentile

-41%

Higher net margin than 11% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

25th percentile

-4.4%

Faster asset growth than 25% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$847,988

Down $58,799 (-6.5%) from 2022

Net Assets

Down

$847,988

Down $58,799 (-6.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin11th percentile

Revenue

Up

$82,860

Up $33,725 (+69%) from 2022

Expenses

Up

$117,177

Up $45,231 (+63%) from 2022

Net Income

Down

-$34,317

Down $11,506 (-50%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2017: $826,862Liabilities 2017: $0Net Assets 2017: $826,8622017Assets 2019: $922,402Liabilities 2019: $0Net Assets 2019: $922,4022019Assets 2020: $917,255Liabilities 2020: $0Net Assets 2020: $917,2552020Assets 2021: $929,598Liabilities 2021: $0Net Assets 2021: $929,5982021Assets 2022: $906,787Liabilities 2022: $0Net Assets 2022: $906,7872022Assets 2024: $847,988Liabilities 2024: $0Net Assets 2024: $847,9882024Assets 2025: $914,183Liabilities 2025: $0Net Assets 2025: $914,1832025

Highlighted filing

2024

Assets$847,988
Liabilities$0
Net Assets$847,988
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2017: $27,706Expenses 2017: $46,905Net Income 2017: -$19,1992017Revenue 2019: $105,827Expenses 2019: $223,539Net Income 2019: -$117,7122019Revenue 2020: $47,056Expenses 2020: $52,203Net Income 2020: -$5,1472020Revenue 2021: $123,441Expenses 2021: $111,098Net Income 2021: $12,3432021Revenue 2022: $49,135Expenses 2022: $71,946Net Income 2022: -$22,8112022Revenue 2024: $82,860Expenses 2024: $117,177Net Income 2024: -$34,3172024Revenue 2025: $83,070Expenses 2025: $16,875Net Income 2025: $66,1952025

Highlighted filing

2024

Revenue$82,860
Expenses$117,177
Net Income-$34,317
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 16, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD R WATKINSTrustee-$0--
SAMARA V WATKINSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSPELMAN COLLEGESCHOLARSHIPS SELECTED BY ADMISSIONS COMMITTEE OF SPELMAN COLLEGE TO CURRENTLY ENROLLED STUDENTSCURRENTLY ENROLLED SATLANTA, GA, US$102,000
Filing and Contact Details

Filer

Filer Name
Charles E Marshall and Shirley S
EIN
25-6697119
Phone
6109454300
Address
4600 E W HIGHWAY SUITE 610, BETHESDA, MD 20814-3668

Signing Officer

Name
Todd R Watkins
Title
Trustee
Phone
6109454300
Signed
2024-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Fiduciary Trust Co Intl of Pa
Address
FIVE RADNOR CORP CTR STE 450, RADNOR, PA 19087
Preparer
Francis X Mehaffey
Phone
6109754300
Raw XML Appendix271 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DETAILS ON FILE AT FTIC OF PA
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0957
IRS990PF/DistributableAmountGrp/TotalTaxAmt0957
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt046972
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011994
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04513
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR ADJUSTMENT TO CAPITAL GAIN DIVIDENDS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013977
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013977
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD R WATKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06109454300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES E MARSHALL AND SHIRLEY S
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MARSHALL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0256697119
ReturnHeader/Filer/PhoneNum06109454300
ReturnHeader/Filer/USAddress/AddressLine1Txt04600 E W HIGHWAY SUITE 610
ReturnHeader/Filer/USAddress/CityNm0BETHESDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0208143668
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232413864
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIDUCIARY TRUST CO INTL OF PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0FIVE RADNOR CORP CTR STE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RADNOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019087
ReturnHeader/PreparerPersonGrp/PhoneNum06109754300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS X MEHAFFEY
ReturnHeader/ReturnTs02024-10-17T13:22:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$847,988
Liabilities
$0
Net assets
$847,988
Revenue
$82,860
Expenses
$117,177
Net income
-$34,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.83$0.17$0.66
2024Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$0.83$1.17$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.07$0.00$9.07$0.49$0.72$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.30$0.00$9.30$1.23$1.11$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.17$0.00$9.17$0.47$0.52$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.22$0.00$9.22$1.06$2.24$1.18
2017Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.28$0.47$0.19