Nonprofit · EIN 25-6697119
CHARLES E & SHIRLEY S MARSHALL CHAR TR 020100
Also known as WATKINS TODD TTEE
Tax-exempt · BETHESDA, MD 20814
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $101,188 | $66,492 | $34,696 | $948,879 | $0 | $948,879 |
| June 30, 2025 | 990-PF | $83,070 | $16,875 | $66,195 | $914,183 | $0 | $914,183 |
| June 30, 2024 | 990-PF | $82,860 | $117,177 | -$34,317 | $847,988 | $0 | $847,988 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $32,646
- Net gain from sales of assets
- $68,542
Expenses
- Grants and similar amounts paid
- $48,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $49,700
- Excise tax on investment income
- $1,186
Balance sheet and other
- Total assets, start of year
- $914,183
- Total assets, end of year
- $948,879
- Total liabilities, end of year
- $0
- Net assets, end of year
- $948,879
- Fair market value of assets
- $1,119,890
- Qualifying distributions
- $49,700
- Net investment income
- $101,188
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD R WATKINS 4600 E W HIGHWAY SUITE 610, BETHESDA, MD 20814 | TRUSTEE | 4 | $0 |
| SAMARA V WATKINS 4600 E W HIGHWAY SUITE 610, BETHESDA, MD 20814 | TRUSTEE | 4 | $0 |
990-PF for the year ended June 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD R WATKINS 4600 E W HIGHWAY SUITE 610, BETHESDA, MD 20814 | TRUSTEE | 4 | $0 |
| SAMARA V WATKINS 4600 E W HIGHWAY SUITE 610, BETHESDA, MD 20814 | TRUSTEE | 4 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD R WATKINS 4600 E W HIGHWAY SUITE 610, BETHESDA, MD 20814 | TRUSTEE | 4 | $0 |
| SAMARA V WATKINS 4600 E W HIGHWAY SUITE 610, BETHESDA, MD 20814 | TRUSTEE | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 4600 EAST WEST HWY STE 610, BETHESDA, MD 20814-3668
- Signed the 990-PF
- TODD R WATKINS, TRUSTEE
- Phone
- (610) 945-4300
- Return prepared by
- FIDUCIARY TRUST COMPANY INTERNATIONAL
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 25-6697119
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $948,879
- Income (IRS master file)
- $404,586
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $101,188 | $66,492 | $948,879 | XML |
| 990-PF | June 2025 | $83,070 | $16,875 | $914,183 | XML |
| 990-PF | June 2024 | $82,860 | $117,177 | $847,988 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | 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 25-6697119).
Questions about CHARLES E & SHIRLEY S MARSHALL CHAR TR 020100
- What is the EIN of CHARLES E & SHIRLEY S MARSHALL CHAR TR 020100?
- The employer identification number (EIN) of CHARLES E & SHIRLEY S MARSHALL CHAR TR 020100 is 25-6697119.
- Is CHARLES E & SHIRLEY S MARSHALL CHAR TR 020100 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to CHARLES E & SHIRLEY S MARSHALL CHAR TR 020100 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES E & SHIRLEY S MARSHALL CHAR TR 020100 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES E & SHIRLEY S MARSHALL CHAR TR 020100 due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES E & SHIRLEY S MARSHALL CHAR TR 020100 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of CHARLES E & SHIRLEY S MARSHALL CHAR TR 020100?
- The 990-PF for the year ended June 30, 2026 lists 2 people; 0 received compensation from the organization.
- How much revenue does CHARLES E & SHIRLEY S MARSHALL CHAR TR 020100 have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $101,188, expenses of $66,492 and total assets of $948,879 at year end.
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