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JOHN MARSH HISTORIC TRUST INC: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JOHN MARSH HISTORIC TRUST INC (EIN 68-0390601)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-02
IRS object ID
202201229349201485
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2022-05-02T15:05:08-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN651239619PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COLLINS MASON & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 BROADWAY FL 3AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94607ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680390601EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN MARSH HISTORIC TRUST INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone9252506826PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1682AddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945133682ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT H JONESPersonNm
Person TitleCFOPersonTitleTxt
Phone5105080094PhoneNum
Signature2022-05-02SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastJONESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT H JONESPreparerPersonNm
PTINP00283875PTIN
Phone5108919000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressJOHNMARSHHOUSE.COMWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$21,313GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$15,479ContributionsGiftsGrantsEtcAmt
Program Service Revenue$4,090ProgramServiceRevenueAmt
Investment Income$51InvestmentIncomeAmt
Fundraising Gross Income$1,693FundraisingGrossIncomeAmt
Special Events Direct Expenses$106SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$1,587SpecialEventsNetIncomeLossAmt
Total Revenue$21,207TotalRevenueAmt
Other Expenses Total$21,924OtherExpensesTotalAmt
Total Expenses$21,924TotalExpensesAmt
Excess Or Deficit For Year-$717ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$49,759NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$49,042NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$47,051BOYAmt
EOY$39,994EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$2,708BOYAmt
EOY$9,523EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$49,759BOYAmt
EOY$49,517EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$475EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$49,759BOYAmt
EOY$49,042EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposePRESERVATION & RESTORATION OF THE HISTORIC JOHN MARSH STONE HOUSE, IN BRENTWOOD, CONTRA COSTA COUNTY, CALIFORNIAPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
AFTER A 2-YEAR HIATUS DUE TO COVID, PRESENTED A JOHN MARSH HERITAGE DAY AT THE STONE HOUSE. PROGRAM FEATURED HIKES, A PRESENTATION FROM A STATE SENATOR ON A $1.4M STATE BUDGET ITEM TO RESTORE THE STONE HOUSE, MUSIC,GAMES FOR KIDS, FOOD AND UPDATES ON THE STONE HOUSE RENOVATION AND THE FUTURE OPENING OF THE MARSH CREEK STATE HISTORIC PARK.$14,039$12,357
BEGAN DEVELOPMENT OF A VIDEO ON THE LIFE OF JOHN MARSH, HIS RELATIONSHIP TO THE LAND, THE INDIGENOUS PEOPLE OF THE AREA AND THE VACQUEROS WHO WORKED HIS RANCHO.$0$1,500
WORKED WITH THE CITY OF BRENTWOOD, STATE PARKS AND THE EAST BAY REGIONAL PARK DISTRICT ON THE CONTINUTION OF THE MARSH CREEK TRAIL THROUGH THE MARSH CREEK STATE HISTORIC PARK AND ON TO ROUND VALLEY REGIONAL PARK.$0$0
FieldValueIRS element (for citing)
Total Program Service Expenses$13,857TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TED ALESNA
TRUSTEE1.00$0$0$0
STEVE TORGESON
TRUSTEE1.00$0$0$0
KAREN RAREY
TRUSTEE1.00$0$0$0
GER ERICKSON
TRUSTEE1.00$0$0$0
JEREMY TOVAR
TRUSTEE1.00$0$0$0
RICK LEMYRE
TRUSTEE1.00$0$0$0
GENE METZ
TRUSTEE1.00$0$0$0
MIRANDA HARMON-SMITH
SECRETARY2.00$0$0$0
ROBERT H JONES
CFO3.00$0$0$0
BARRY MARGESSON
PRESIDENT2.00$0$0$0
KATHY LEIGHTON
VICE-PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonROBERT H JONES CPAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11632 REGENT DRIVEAddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94513ZIPCd
FieldValueIRS element (for citing)
Phone5105080094PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,232CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,679CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,113CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,920CurrentTaxYearMinus1YearAmt
Current Tax Year$19,569CurrentTaxYearAmt
Total$172,513TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$1,928CurrentTaxYearMinus3YearsAmt
Current Tax Year$1,693CurrentTaxYearAmt
Total$3,621TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,232CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$69,607CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,113CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,920CurrentTaxYearMinus1YearAmt
Current Tax Year$21,262CurrentTaxYearAmt
Total$176,134TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$176,134PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$117CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$77CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$216CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$193CurrentTaxYearMinus1YearAmt
Current Tax Year-$15CurrentTaxYearAmt
Total$588TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$117CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$77CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$216CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$193CurrentTaxYearMinus1YearAmt
Current Tax Year-$15CurrentTaxYearAmt
Total$588TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,349CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$69,684CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,329CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,113CurrentTaxYearMinus1YearAmt
Current Tax Year$21,247CurrentTaxYearAmt
Total$176,722TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99670PublicSupportCY509Pct
Public Support PY5090.99690PublicSupportPY509Pct
Investment Income CY0.00330InvestmentIncomeCYPct
Investment Income PY0.00310InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: DIVIDEND INCOME. AMOUNT: 49. DESCRIPTION: INTEREST INCOME. AMOUNT: 2. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 51.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: EVENT EXPENSES. AMOUNT: 13,857. DESCRIPTION: DATABASE. AMOUNT: 1,320. DESCRIPTION: INSURANCE. AMOUNT: 2,281. DESCRIPTION: INVESTMENT MANAGEMENT FEE. AMOUNT: 100. DESCRIPTION: PO BOX. AMOUNT: 146. DESCRIPTION: DUES & MEMBERSHIPS. AMOUNT: 140. DESCRIPTION: EVENT TRAVEL. AMOUNT: 2,094. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 600. DESCRIPTION: UNREALIZED LOSS ON SECURITIES. AMOUNT: 66. DESCRIPTION: INTERNET & WEBSITE. AMOUNT: 308. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,012. TOTAL TO FORM 990-EZ, LINE 16: 21,924.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: MERCHANDISE ON HAND. BEG. OF YEAR AMOUNT: 2,708. END OF YEAR AMOUNT: 3,023. DESCRIPTION: GRANT RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,500.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 475.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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