JOHN MARSH HISTORIC TRUST INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOHN MARSH HISTORIC TRUST INC (EIN 68-0390601)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202431349349206053
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T16:10:29-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680390601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Marsh Historic Trust Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 5105080094 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1682 | AddressLine1Txt |
| City | Brentwood | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94513 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert H Jones | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-05-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Robert H | PersonFirstNm |
| Person Last | Jones | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | johnmarshhouse.com | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $11,443 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $10,073 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $483 | ProgramServiceRevenueAmt |
| Investment Income | $562 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Other Revenue Total | $325 | OtherRevenueTotalAmt |
| Total Revenue | $11,443 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $100 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $10,579 | OtherExpensesTotalAmt |
| Total Expenses | $10,679 | TotalExpensesAmt |
| Excess Or Deficit For Year | $764 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $48,382 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,146 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,517 | BOYAmt |
| EOY | $46,643 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,866 | BOYAmt |
| EOY | $2,906 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,383 | BOYAmt |
| EOY | $49,549 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,001 | BOYAmt |
| EOY | $403 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,382 | BOYAmt |
| EOY | $49,146 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | 1) Preservation & restoration of the historic John Marsh Stone House, in Brentwood, Contra Costa County, California, located within the Marsh Creek State Historic Park.2) Pursue opportunities to share the John Marsh history, his origins, his journey west and settlement in Contra Costa County, his participation in the drive for California statehood. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Participated in City's Carnique, an event that drew significant participation from over 1,000 residents. Provided info about Park & Stone House | |
| Presented screening of film on life of John Marsh. Attended by about 100 people. | $879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $879 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Barry Margesson | ||
| President | 5.00 | $0 |
| Robert H Jones | ||
| Treasurer | 5.00 | $0 |
| Miranda Harmon-Smith | ||
| Secretary | 1.00 | $0 |
| Ted Alesna | ||
| Trustee | 1.00 | $0 |
| Steve Torgeson | ||
| Trustee | 1.00 | $0 |
| Ger Erickson | ||
| Trustee | 1.00 | $0 |
| Jeremy Tovar | ||
| Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert H Jones | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1632 Regent Drive | AddressLine1Txt |
| City | Brentwood | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94513 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5105080094 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,423 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,073 | CurrentTaxYearAmt |
| Total | $106,098 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $483 | CurrentTaxYearAmt |
| Total | $3,816 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,063 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,556 | CurrentTaxYearAmt |
| Total | $109,914 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $109,914 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$15 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $562 | CurrentTaxYearAmt |
| Total | $1,073 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$15 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $562 | CurrentTaxYearAmt |
| Total | $1,073 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $325 | CurrentTaxYearAmt |
| Total | $325 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,329 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,247 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,180 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,443 | CurrentTaxYearAmt |
| Total | $111,312 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98740 | PublicSupportCY509Pct |
| Investment Income CY | 0.00960 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Revenue.1 | Misc income $325 |
| Other Expenses.1007 | Conferences, Conventions, and Meetings $1593 |
| Other Expenses.1012 | Insurance $2760 |
| Other Expenses.1 | Film screening event expense $3091 |
| Other Expenses.2 | Database $1375 |
| Other Expenses.3 | Other event expense $879 |
| Other Expenses.4 | Internet & website $364 |
| Other Expenses.5 | PO Box rental $194 |
| Other Expenses.6 | Dues & memberships $165 |
| Other Expenses.7 | Meals $105 |
| Other Expenses.8 | Taxes & licenses $45 |
| Other Expenses.9 | Bank charges $8 |
| Other Assets.1005 | Accounts Receivable - Beginning $9960 Accounts Receivable - Ending $0 |
| Other Assets.1 | Merchandise on hand - Beginning $2906 Merchandise on hand - Ending $2906 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $1001 Accounts Payable and Accrued Expenses - Ending $403 |
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