Nonprofit · EIN 02-0467589
MARSHALL FUND
Also known as FRENCH ROBERT L V TTEE
Tax-exempt · BOSTON, MA 02108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $93,002 | $268,817 | -$175,815 | $2,946,853 | $0 | $2,946,853 |
| December 31, 2024 | 990-PF | $163,247 | $168,956 | -$5,709 | $3,124,668 | $0 | $3,124,668 |
| December 31, 2023 | 990-PF | $922,356 | $219,213 | $703,143 | $3,123,164 | $0 | $3,123,164 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $103,917
- Dividends
- $36,415
- Interest
- $23,049
- Net gain from sales of assets
- -$79,734
- Other income
- $9,355
Expenses
- Grants and similar amounts paid
- $240,000
- Disbursements for charitable purposes
- $240,000
- Excise tax on investment income
- $465
Balance sheet and other
- Total assets, start of year
- $3,124,668
- Total assets, end of year
- $2,946,853
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,946,853
- Fair market value of assets
- $5,194,157
- Qualifying distributions
- $240,000
- Net investment income
- $59,464
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAMELA B FRENCH 1405 BUCK MOUNTAIN ROAD, EARLYSVILLE, VA 22936 | TRUSTEE | 2 | $0 |
| BRENTON L FRENCH 1405 BUCK MOUNTAIN ROAD, EARLYSVILLE, VA 22936 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAMELA B FRENCH 1405 BUCK MOUNTAIN ROAD, EARLYSVILLE, VA 22936 | TRUSTEE | 2 | $0 |
| BRENTON L FRENCH 1405 BUCK MOUNTAIN ROAD, EARLYSVILLE, VA 22936 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAMELA B FRENCH 1405 BUCK MOUNTAIN ROAD, EARLYSVILLE, VA 22936 | TRUSTEE | 2 | $0 |
| BRENTON L FRENCH 1405 BUCK MOUNTAIN ROAD, EARLYSVILLE, VA 22936 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 45 SCHOOL ST 5TH FLOOR, BOSTON, MA 02108-3207
- In care of
- % ORR AND RENO P A
- Signed the 990-PF
- PAMELA FRENCH, TRUSTEE
- Phone
- (617) 523-1635
- Return prepared by
- WELCH & FORBES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 02-0467589
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,946,853
- Income (IRS master file)
- $542,692
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $93,002 | $268,817 | $2,946,853 | IRS |
| 990-PF | December 2024 | $163,247 | $168,956 | $3,124,668 | IRS |
| 990-PF | December 2023 | $922,356 | $219,213 | $3,123,164 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-0467589).
Questions about MARSHALL FUND
- What is the EIN of MARSHALL FUND?
- The employer identification number (EIN) of MARSHALL FUND is 02-0467589.
- Is MARSHALL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to MARSHALL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARSHALL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARSHALL FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARSHALL FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MARSHALL FUND?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MARSHALL FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $93,002, expenses of $268,817 and total assets of $2,946,853 at year end.
Other nonprofits in BOSTON
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND EIN 11-0303001 · last filed 990 for 2025
- DANA-FARBER CANCER INSTITUTE EIN 04-2263040 · last filed 990 for 2025
- CHILDRENS HOSPITAL CORPORATION EIN 04-2774441 · last filed 990 for 2025
- TRUSTEES OF BOSTON UNIVERSITY EIN 04-2103547 · last filed 990 for 2025
- NORTHEASTERN UNIVERSITY EIN 04-1679980 · last filed 990 for 2025
- BOSTON MEDICAL CENTER CORPORATION EIN 04-3314093 · last filed 990 for 2025
- COMMONWEALTH CARE ALLIANCE INC EIN 04-3756900 · last filed 990 for 2024
- HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION EIN 04-3070522 · last filed 990 for 2025