Civic Intelligence

Charles E Marshall & Shirley S Marshall Charitable Trust

EIN 25-6697119 • Bethesda, MD

4600 E W Highway Suite 610Bethesda, MD 20814-3668
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

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.

$500k-$1M nonprofits • Source year 2025

Asset Growth

65th percentile

7.8%

Faster asset growth than 65% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

38th percentile

0.3%

Faster revenue growth than 38% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$914,183

Up $7,396 (+0.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$914,183

Up $7,396 (+0.8%) from 2022

Operations
Liabilities / Revenue44th percentileNet Margin96th percentile

Revenue

Up

$83,070

Up $33,935 (+69%) from 2022

Expenses

Down

$16,875

Down $55,071 (-77%) from 2022

Net Income

Up

$66,195

Up $89,006 (+390%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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 2025: $914,183Liabilities 2025: $0Net Assets 2025: $914,1832025

Highlighted filing

2025

Assets$914,183
Liabilities$0
Net Assets$914,183
Open 2025 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income by year, with the latest 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 2025: $83,070Expenses 2025: $16,875Net Income 2025: $66,1952025

Highlighted filing

2025

Revenue$83,070
Expenses$16,875
Net Income$66,195
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$914,183
Liabilities
$0
Net assets
$914,183
Revenue
$83,070
Expenses
$16,875
Net income
$66,195
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
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD R WATKINSTrustee-$0--
SAMARA V WATKINSTrustee-$0--
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
2025-10-30
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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0914183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DETAILS ON FILE AT FTIC OF PA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111189
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
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IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014575
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014575
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt11000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX BALANCE DUE 6/30/2024 TAX YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED EXCISE TAX PAYMENTS 6/30/2025 TAX YEAR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD R WATKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06109454300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
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/ReturnTs02025-11-04T11:02:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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