Harriett M. Marshall Trust

Quick Stats

• Annual Giving: $384,247 in grants paid (tax year 2023, from 990-PF field: contrpdpbks)
• Grant Range: Based on recent grant data, typical awards are $234–$250,000
• Geographic Focus: Metropolitan Atlanta and surrounding Georgia cities including Atlanta, Brookhaven, Cartersville, Dunwoody, Marietta, Norcross, Suwanee, and Union City (based on recent 990-PF records)
• Application Method: Fixed deadlines (online application through Truist Trusteed Foundations)
• Total Assets: $8,672,641 (tax year 2023)

Contact Details

Email: sofia.b.aun@truist.com (Sofia Bork Aun, Community Affairs Manager) Website: https://www.truist.com/trusteed-foundations

Funding Priorities

• Arts and culture
• Education (elementary, secondary, and higher education)
• Community and economic development
• Capital improvements (buildings, furniture, equipment, alterations to existing structures)
• Special projects or one-time needs of a financial well-being or community nature
• Pilot programmes

What They Don't Fund

• General operating support (salaries, maintenance, debt service)
• Political organisations
• Churches
• Individuals
• Requests that commit the fund to recurring expenditures

Application Process & Timeline

Applications are submitted online through the Truist Trusteed Foundations portal. Only one application form is needed to apply to all six foundations managed by Truist (English, Marshall, Rich, Woolford, Elkin, and Greene-Sawtell foundations), and each proposal is automatically considered for funding by all six. The organisation's 501(c)(3) status is verified automatically by the online system. Applications are accepted by grant cycle deadlines (specific dates available on the Truist website).

References

• Truist Trusteed Foundations
• Truist Trusteed Foundations Application Guidelines
• ProPublica Nonprofit Explorer - 990 Data
• Instrumentl Foundation Profile