JOHN MARSH HISTORIC TRUST INC: Form 990EZ, tax year 2020
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- Organization
- JOHN MARSH HISTORIC TRUST INC (EIN 68-0390601)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-12
- IRS object ID
- 202121939349200817
- Schema version
- 2020v4.1
- 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 | 2021-07-12T17:15:08-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 651239619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLINS MASON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 BROADWAY FL 3 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 9252506826 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1682 | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945133682 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT H JONES | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5105080094 | PhoneNum |
| Signature | 2021-07-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | JONES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT H JONES | PreparerPersonNm |
| PTIN | P00283875 | PTIN |
| Phone | 5108919000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | JOHNMARSHHOUSE.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $18,113 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $17,920 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $193 | InvestmentIncomeAmt |
| Total Revenue | $18,113 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $8,899 | SalariesOtherCompEmplBnftAmt |
| Printing Publications Postage | $59 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $6,847 | OtherExpensesTotalAmt |
| Total Expenses | $15,805 | TotalExpensesAmt |
| Excess Or Deficit For Year | $2,308 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $47,451 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $49,759 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,933 | BOYAmt |
| EOY | $47,051 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,518 | BOYAmt |
| EOY | $2,708 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,451 | BOYAmt |
| EOY | $49,759 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,451 | BOYAmt |
| EOY | $49,759 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PRESERVATION & RESTORATION OF THE HISTORIC JOHN MARSH STONE HOUSE, IN BRENTWOOD, CONTRA COSTA COUNTY, CALIFORNIA | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| HOST AN INFORMATIONAL EVENT AT THE JOHN MARSH STONE HOUSE FOR EMPLOYEES OF EAST BAY REGIONAL PARKS. DISCUSSED RELATIONSHIP BETWEEN THE MARSH CREEK STATE HISTORIC PARK AND ROUND VALLEY REGIONAL PARK AND THE PROPOSED TRAIL CONNECTING THE TWO PARKS. | $0 | $120 |
| HOSTED AN EVENT FOR VOLUNTEERS TO CLEAN OUT AN OLD BARN ON THE PROPERTY TO PROVIDE STORAGE SPACE FOR TRUST AND PARK MATERIALS. | $0 | $1,142 |
| DUE TO COVID 19 LOCKDOWNS NO OTHER SERVICE PROJECTS WERE POSSIBLE. THE BOARD OF THE TRUST MET VIA ZOOM REGULARLY THROUGHOUT THE YEAR TO STRATEGIZE ACTIVITIES THAT COULD BE PURSUED EVEN DURING LOCKDOWN AND AFTER THE LOCKDOWNS WERE LIFTED. | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,262 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| TED ALESNA | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVE TORGESON | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| KAREN RAREY | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| GER ERICKSON | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEREMY TOVAR | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICK LEMYRE | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| GENE METZ | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| MIRANDA HARMON-SMITH | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| ROBERT H JONES | ||||
| CFO | 3.00 | $0 | $0 | $0 |
| BARRY MARGESSON | ||||
| PRESIDENT | 2.00 | $0 | $0 | $0 |
| KATHY LEIGHTON | ||||
| VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT H JONES CPA | 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 | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | 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 | $51,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,232 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,679 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,920 | CurrentTaxYearAmt |
| Total | $204,720 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,928 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,928 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,232 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,607 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,920 | CurrentTaxYearAmt |
| Total | $206,648 | 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 |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $206,648 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $216 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $193 | CurrentTaxYearAmt |
| Total | $639 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $216 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $193 | CurrentTaxYearAmt |
| Total | $639 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,113 | CurrentTaxYearAmt |
| Total | $207,287 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99690 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99650 | PublicSupportPY509Pct |
| Investment Income CY | 0.00310 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00350 | InvestmentIncomePYPct |
| 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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: DIVIDEND INCOME. AMOUNT: 98. DESCRIPTION: UNREALIZED GAINS ON SECURITIES. AMOUNT: 95. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 193. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: EVENT EXPENSES. AMOUNT: 1,263. DESCRIPTION: DATABASE. AMOUNT: 1,320. DESCRIPTION: INSURANCE. AMOUNT: 2,260. DESCRIPTION: INVESTMENT MANAGEMENT FEE. AMOUNT: 100. DESCRIPTION: PO BOX. AMOUNT: 118. DESCRIPTION: DUES & MEMBERSHIPS. AMOUNT: 65. DESCRIPTION: CURRICULUM EXPENSE. AMOUNT: 381. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,340. TOTAL TO FORM 990-EZ, LINE 16: 6,847. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 3,810. END OF YEAR AMOUNT: 0. DESCRIPTION: MERCHANDISE ON HAND. BEG. OF YEAR AMOUNT: 2,708. END OF YEAR AMOUNT: 2,708. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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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