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WILLIAM AND ELLAN MARSH CHARITABLE TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WILLIAM AND ELLAN MARSH CHARITABLE TRUST (EIN 47-2976330)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-02-08
IRS object ID
202130399349100263
Schema version
2020v4.0
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

FieldValueIRS element (for citing)
Return2021-02-08T15:11:19-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593453712PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHN RALPH & ASSOCIATES PA CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16850 CENTRAL AVENUE SUITE BAddressLine1Txt
CityST PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33707ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472976330EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM & ELLAN MARSH CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone7273975571PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18640 SEMINOLE BLVDAddressLine1Txt
CitySEMINOLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33772ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL J MARSHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7273975571PhoneNum
Signature2021-02-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastMARSHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN F RALPH JR CPAPreparerPersonNm
PTINP00473236PTIN
Phone7273816950PhoneNum
Preparation2021-02-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,153,847FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$17,371ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$71,265InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$71,265InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$64,400DividendsRevAndExpnssAmt
Dividends Net Invst Incm$64,400DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$110,074NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,616,340GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$42,962TotalRevAndExpnssAmt
Total Net Invst Incm$135,665TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$41,021CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$41,021CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,140AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,140AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$58,323OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$58,323OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,545TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,545TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$105,038TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$105,038TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$240,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$240,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$345,038TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$105,038TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$240,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$302,076ExcessRevenueOverExpensesAmt
Net Investment Income$30,627NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$657,939SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$195,781SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$195,781SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,240,125USGovernmentObligationsBOYAmt
US Government Obligations EOY$686,893USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$748,967USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,932,076CorporateStockBOYAmt
Corporate Stock EOY$2,755,106CorporateStockEOYAmt
Corporate Stock EOYFMV$3,258,189CorporateStockEOYFMVAmt
Corporate Bonds BOY$996,055CorporateBondsBOYAmt
Corporate Bonds EOY$886,339CorporateBondsEOYAmt
Corporate Bonds EOYFMV$950,910CorporateBondsEOYFMVAmt
Total Assets BOY$4,826,195TotalAssetsBOYAmt
Total Assets EOY$4,524,119TotalAssetsEOYAmt
Total Assets EOYFMV$5,153,847TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,826,195NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,524,119NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,826,195TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,524,119TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,826,195TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,524,119TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,826,195TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$302,076ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,524,119SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,524,119TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
925 SHCISCO SYSTEMSP2020-01-14$44,214$41,304$2,910$2,910
300,000 UNITS US TREASURY BONDP2020-03-06$266,690$266,690$0$0
200 SH DISNEY WALT COP2020-03-09$21,516$24,463-$2,947-$2,947
625 SH EXXON MOBIL CORPP2020-03-09$27,081$45,952-$18,871-$18,871
535 SH NUCOR CORPP2020-03-09$19,282$27,920-$8,638-$8,638
550 SH ONEOK INCP2020-03-17$16,692$21,862-$5,170-$5,170
840 SH WELLS FARGO & COP2020-03-17$23,846$42,955-$19,109-$19,109
150 SH ILLINOIS TOOL WORKSP2020-03-17$21,701$26,083-$4,382-$4,382
200 SH UNITED TECH CORPP2020-03-17$20,017$29,884-$9,867-$9,867
150 SH BROADCOM INCP2020-03-17$29,341$43,637-$14,296-$14,296
565 SH TYSON FOODS INCP2020-03-17$26,855$42,339-$15,484-$15,484
885 SH SYSCO CORPP2020-03-17$31,407$60,215-$28,808-$28,808
2150 SH KINDER MORGAN INCP2020-04-13$32,286$42,935-$10,649-$10,649
600 SH SOUTHERN COP2020-04-13$34,863$31,311$3,552$3,552
50 000 UNITS OCCIDENTAL PETROLEUMP2020-04-22$30,793$50,041-$19,248-$19,248
100000 UNITS US TREASURY BONDP2020-05-15$100,000$95,673$4,327$4,327
1325 SH TRUIST FINL CORPP2020-05-13$41,729$61,883-$20,154-$20,154
100000 UNITS US TREASURY BONDP2020-05-15$95,777$95,777$0$0
50 000 UNITS BIOGEN INCP2020-09-15$50,391$49,811$580$580
400 SH CHEVRON CORPP2020-07-06$35,312$33,402$1,910$1,910
465 SH DOMINION ENERGYP2020-07-20$36,116$37,079-$963-$963
1000 SH UNILEVER PLCP2020-07-20$55,375$56,353-$978-$978
100000 UNITS US TREASURY BONDP2020-08-15$95,093$95,093$0$0
850 SH ISHARES RUSSELLP2020-10-21$51,366$44,989$6,377$6,377
200 SH ISHARES RUSSELLP2020-10-21$32,061$31,215$846$846
50 SH NEXTERA ENERGYP2020-10-21$14,956$8,445$6,511$6,511
100 SH TEXAS INSTRUMENTSP2020-10-21$14,698$12,735$1,963$1,963
250 SH UNITED PARCEL SERVICEP2020-10-21$43,446$28,454$14,992$14,992
150 SH MEDTRONICP2020-10-21$16,481$12,132$4,349$4,349
15000 UNITS MEDTRONIC INCP2020-10-29$16,911$14,881$2,030$2,030
.832 SH VIATRIS INCP2020-11-25$15$13$2$2
207 SH VIATRISP2020-12-02$3,532$3,170$362$362
1210 SH KROGER COP2020-12-02$39,189$37,346$1,843$1,843
355 SH QUEST DIAGNOSTICSP2020-12-02$44,340$36,677$7,663$7,663
100 SH UNITED PARCELP2020-12-02$16,749$12,108$4,641$4,641
430 SH CHUBB LIMITED COMP2020-12-02$65,243$61,677$3,566$3,566
50000 UNITS TORONTO DOMINIONP2020-12-14$50,000$49,849$151$151
50000 UNITS PRAXAIRP2020-12-15$50,976$50,061$915$915
FieldValueIRS element (for citing)
Capital Gain Net Income-$110,074CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$426InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$426SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$426TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$560EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$560TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$134OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$134RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDENNIS R DELOACH IIIIndividualWithBooksNm
Phone7273975571PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18640 SEMINOLE BLVDAddressLine1Txt
CitySEMINOLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33772ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL J MARSH
14200 GULF BLVDMADEIRA BEACHFL33708TRUSTEE2.00$20,511$0$0
DENNIS R DELOACH III EFF 71117
8640 SEMINOLE BLVDSEMINOLEFL33772TRUSTEE2.00$20,510$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,587,565AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$328,846AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,981,960FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,898,371TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,898,371AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$73,476CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,824,895NetVlNoncharitableAssetsAmt
Minimum Investment Return$241,245MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$241,245MinimumInvestmentReturnAmt
Tax Based On Investment Income$426TaxBasedOnInvestmentIncomeAmt
Total Tax$426TotalTaxAmt
Distributable Before Adj$240,819DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$240,819DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$240,819DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$240,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$240,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$240,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$240,819DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$32,127ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$495,970ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$66,148ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$594,245TotalExcessDistributionCyovAmt
Qualifying Distributions$240,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$240,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$819ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$819ExcessDistributionCyovAppCYAmt
Total Corpus$593,426TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$593,426ExcessDistriCyovToNextYrAmt
Excess From Year3$31,308ExcessFromYear3Amt
Excess From Year2$495,970ExcessFromYear2Amt
Excess From Year1$66,148ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KESWICK CHRISTIAN SCHOOL
10101 54TH AVENUE NORTHST PETERSBURGFL33708PCFOR EDUCATION$150,000
STARKEY ROAD BAPTIST CHURCH
8800 STARKEY ROADLARGOFL33777PCFOR RELIGOUS ADVANCEMENT$90,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$240,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$71,265ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64,400ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$110,074ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$25,591ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,591TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM & ELLAN MARSH TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8682AddressLine1Txt
CityMADEIRA BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33738ZIPCd
FieldValueIRS element (for citing)
Total Contributions$17,371TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,140Amt
Net Investment Income$4,140NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC SR GLBL$49,156$56,111
BANK OF AMERICA CORP DTD$49,716$50,350
BERKSHIRE HATHAWAY DTD$48,897$55,866
BLACKROCK IN SR$50,055$54,920
CATERPILLAR INC SR$49,609$51,401
DEERE & CO NOTE$49,557$51,434
GENERAL DYNAMICS CORP$50,045$53,468
IBM CREDIT LLC$49,823$50,102
INTEL CORP$49,267$53,954
MEDRONIC INC SR GLBL$34,721$39,277
METLIFE INC$51,032$55,389
MICROSOFT CORP NT$50,563$54,608
MORGAN STANLEY FR$49,321$57,354
PEPSICO INC SR$50,016$51,946
PRECISION CASTPARTS$49,600$55,248
STATOIL ASA$50,461$54,942
CHEVERON CORP$53,114$53,025
COSTCO WHOLESALE CORP$51,386$51,515

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CISCO SYSTEMS$55,167$52,805
HOME DEPOT INC$45,844$61,093
ISHARES RUSSELL MID CAP$446,638$548,400
ISHARES RUSSELL 2000$477,411$588,180
JPMORGAN CHASE & CO$68,709$82,596
MCDONALD'S CORP$58,207$68,666
MERCK & CO$50,011$57,260
MICROSOFT CORP$42,530$77,847
NETERA ENERGY INC$44,049$61,720
PAYCHEX INC$35,226$46,590
PEPSICO INC$54,017$66,735
PFIZER INC$57,714$61,657
PROLOGIS INC$46,835$64,779
UNITED PARCEL SERVICE$27,940$50,520
VERIZON COMMUNICATIONS$54,317$59,925
WASTE MANAGEMENT$59,529$70,758
MEDTRONIC PLC$50,202$61,499
AMERICAN ELECTRIC POWER$35,178$34,973
JOHNSON & JOHNSON$52,065$62,165
KIMBERLY-CLARK CORP$51,710$53,932
LOCKHEED MARTIN CORP$53,373$53,247
MID-AMERICA APARTMENT COMM$46,429$47,509
US BANCORP$44,989$41,931
UNION PACIFIC CORP$39,847$52,055
AFLAC INC$43,191$42,469
AT&T$66,616$58,958
AIR PRODUCTS & CHEMICALS$41,696$40,983
BRISTOL-MYERS SQUIBB$41,524$42,180
COCA-COLA$42,339$44,695
GENERAL DYNAMICS CORP$37,481$40,926
NASDAQ INC$35,172$35,840
PROCTER & GAMBLE CO$34,415$41,742
REALTY INCOME CORP$32,986$37,924
SMUCKER JM CO$40,173$41,038
TEXAS INSTRUMENTS$47,724$62,369
3M CO$65,600$68,168
UNITED HEALTH GROUP$43,568$43,835
V F CORP$40,964$56,371
WALMART INC$58,944$72,075
XCEL ENERGY$40,594$43,002
ACCENTURE PLC$44,182$58,772

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$686,893USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$748,967USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$9RevenueAndExpensesPerBooksAmt
Net Investment Income$9NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEECategoryTxt
Amt$58,323Amt
Net Investment Income$58,323NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM & ELLAN MARSH TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8682AddressLine1Txt
CityMADEIRA BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33738ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAXCategoryTxt
Amt$1,545Amt
Net Investment Income$1,545NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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