WILLIAM AND ELLAN MARSH CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND ELLAN MARSH CHARITABLE TRUST (EIN 47-2976330)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-01-27
- IRS object ID
- 202000279349100300
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-27T07:49:14-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593453712 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN RALPH & ASSOCIATES PA CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6850 CENTRAL AVENUE SUITE B | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472976330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM & ELLAN MARSH CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 7273975571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8640 SEMINOLE BLVD | AddressLine1Txt |
| City | SEMINOLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33772 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J MARSH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7273975571 | PhoneNum |
| Signature | 2020-01-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN F RALPH JR CPA | PreparerPersonNm |
| PTIN | P00473236 | PTIN |
| Phone | 7273816950 | PhoneNum |
| Preparation | 2020-01-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,136,651 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,906,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $38,948 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,948 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,116 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,381 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $586,809 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,381 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,998,745 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,445 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,472 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,472 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,930 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,652 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,652 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $88 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $88 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $240,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $240,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $306,150 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $240,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,692,595 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,295 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,113 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $657,939 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $657,939 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,240,125 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,307,898 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,236,240 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,932,076 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,129,312 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $995,279 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $996,055 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,041,502 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,248,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,826,195 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,136,651 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,248,632 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,826,195 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,248,632 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,826,195 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,248,632 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,826,195 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,248,632 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,692,595 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,941,227 | SubtotalAmt |
| Other Decreases | $115,032 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,826,195 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 250 SH OCCIDENTAL PETROLEUM CORP | P | 2019-01-14 | $16,501 | $18,198 | -$1,697 | -$1,697 |
| 250 SH MONTREAL COM | P | 2019-01-14 | $17,481 | $19,087 | -$1,606 | -$1,606 |
| 500 SH ARCHER-DANIELS | P | 2019-01-14 | $21,435 | $23,761 | -$2,326 | -$2,326 |
| 125 SH PUBLIC STORAGE | P | 2019-01-14 | $25,118 | $24,751 | $367 | $367 |
| 50 SH MCDONALDS CORP | P | 2019-02-25 | $9,154 | $8,240 | $914 | $914 |
| 75 SH APPLE INC | P | 2019-02-25 | $13,140 | $14,108 | -$968 | -$968 |
| 100 SH CME GROUP INC | P | 2019-02-25 | $17,951 | $16,479 | $1,472 | $1,472 |
| 250 SH ROYAL DUTCH SHELL | P | 2019-02-25 | $15,959 | $17,689 | -$1,730 | -$1,730 |
| 100 SH CISCO SYSTEMS | P | 2019-02-25 | $5,084 | $4,444 | $640 | $640 |
| 50 SH MERCK & CO | P | 2019-02-25 | $4,010 | $3,081 | $929 | $929 |
| 50 SH MICROSOFT CORP | P | 2019-02-25 | $5,586 | $4,646 | $940 | $940 |
| 320 SH WALGREENS BOOT ALLIANCE | P | 2019-03-18 | $20,061 | $23,633 | -$3,572 | -$3,572 |
| 20 SH BOEING CO | P | 2019-03-18 | $7,392 | $6,627 | $765 | $765 |
| 125 SH AMGEN INC | P | 2019-03-18 | $21,878 | $22,090 | -$212 | -$212 |
| 350 SH EMERSON ELECTRIC CO | P | 2019-03-18 | $21,882 | $25,518 | -$3,636 | -$3,636 |
| 300 SH BANK OF NEW YORK MELLON | P | 2019-06-06 | $13,056 | $16,020 | -$2,964 | -$2,964 |
| 200,000 UNITS TREASURY BOND | P | 2019-08-15 | $200,000 | $194,065 | $5,935 | $5,935 |
| 225 SH DUKE ENERGY | P | 2019-08-19 | $20,387 | $17,251 | $3,136 | $3,136 |
| 200 SH AMERICAN WATER WORKS | P | 2019-08-19 | $24,809 | $17,507 | $7,302 | $7,302 |
| 410 SH GENERAL MILLS INC | P | 2019-08-19 | $22,537 | $18,639 | $3,898 | $3,898 |
| 100 SH AUTOMATIC DATA PROCESSING | P | 2019-11-18 | $17,069 | $13,448 | $3,621 | $3,621 |
| 50 SH BOEING CO | P | 2019-11-18 | $18,743 | $16,718 | $2,025 | $2,025 |
| 100 SH DIAGEO PLC | P | 2019-11-18 | $16,102 | $14,670 | $1,432 | $1,432 |
| 550 SH AFLAC INC | P | 2019-11-18 | $29,826 | $25,084 | $4,742 | $4,742 |
| 5 SH BOEING CO | P | 2019-12-27 | $1,648 | $1,674 | -$26 | -$26 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,381 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $605,912 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,202,363 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.275119 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $157,460 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.254033 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.529152 | TotalDistributionRt |
| Average Distribution | 0.132288 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,487,561 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $461,362 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $263 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $461,625 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $240,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $526 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $526 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $526 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $529 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DENNIS R DELOACH III | IndividualWithBooksNm |
| Phone | 7273975571 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8640 SEMINOLE BLVD | AddressLine1Txt |
| City | SEMINOLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33772 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J MARSH | ||||||||
| 14200 GULF BLVD | MADEIRA BEACH | FL | 33708 | TRUSTEE | 2.00 | $18,326 | $0 | $0 |
| DENNIS R DELOACH III EFF 71117 | ||||||||
| 8640 SEMINOLE BLVD | SEMINOLE | FL | 33772 | TRUSTEE | 2.00 | $18,326 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,416,787 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $550,095 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,573,789 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,540,671 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,540,671 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,110 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,487,561 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $174,378 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $174,378 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $526 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $526 | TotalTaxAmt |
| Distributable Before Adj | $173,852 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $173,852 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $173,852 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $240,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $240,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $240,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $32,127 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $495,970 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $528,097 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $240,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $173,852 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,148 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $594,245 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $594,245 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $32,127 | ExcessFromYear2Amt |
| Excess From Year1 | $495,970 | ExcessFromYear1Amt |
| Excess From Current Year | $66,148 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| KESWICK CHRISTIAN SCHOOL | ||||||
| 10101 54TH AVENUE NORTH | ST PETERSBURG | FL | 33708 | PC | FOR EDUCATION | $150,000 |
| STARKEY ROAD BAPTIST CHURCH | ||||||
| 8800 STARKEY ROAD | LARGO | FL | 33777 | PC | FOR RELIGOUS ADVANCEMENT | $90,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $240,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,948 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,116 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,381 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $92,445 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,445 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| WILLIAM & ELLAN MARSH TRUST | |||||||
| 1 | PO BOX 8682 | MADEIRA BEACH | FL | 33738 | $1,356,300 | Yes (X) | |
| WILLIAM & ELLAN MARSH TRUST | |||||||
| 2 | PO BOX 8682 | MADEIRA BEACH | FL | 33738 | $1,550,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | TREASURY BONDS | NoncashPropertyDesc |
| Fair Market Value | $1,550,000 | FairMarketValueAmt |
| Received | 2019-08-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,930 | Amt |
| Net Investment Income | $3,930 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC SR GLBL | $49,156 | $52,954 |
| BANK OF AMERICA CORP DTD | $49,578 | $50,457 |
| BERKSHIRE HATHAWAY DTD | $48,719 | $52,701 |
| BIOGEN INC SR | $49,811 | $50,367 |
| BLACKROCK IN SR | $50,071 | $53,196 |
| CATERPILLAR INC SR | $49,358 | $50,886 |
| DEERE & CO NOTE | $49,273 | $50,941 |
| GENERAL DYNAMICS CORP | $50,064 | $52,244 |
| IBM CREDIT LLC | $49,735 | $50,457 |
| INTEL CORP | $49,073 | $51,937 |
| MEDRONIC INC SR GLBL | $49,602 | $53,600 |
| METLIFE INC | $51,408 | $54,219 |
| MICROSOFT CORP NT | $50,752 | $53,230 |
| MORGAN STANLEY FR | $49,322 | $53,705 |
| OCCIDENTAL PETROLEUM CORP | $50,043 | $51,636 |
| PEPSICO INC SR | $50,024 | $51,593 |
| PRECISION CASTPARTS | $49,600 | $52,797 |
| STATOIL ASA | $50,593 | $53,275 |
| TORONTO DOMINION BANK | $49,701 | $50,288 |
| PRAXAIR INC SR | $50,172 | $51,019 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CISCO SYSTEMS | $41,304 | $44,363 |
| EXXON MOBIL CORP | $45,952 | $43,612 |
| HOME DEPOT INC | $45,844 | $50,227 |
| ISHARES RUSSELL MID CAP | $302,571 | $333,872 |
| ISHARES RUSSELL 2000 | $304,075 | $318,915 |
| JPMORGAN CHASE & CO | $35,170 | $41,820 |
| MCDONALD'S CORP | $39,139 | $43,474 |
| MERCK & CO | $30,045 | $40,928 |
| MICROSOFT CORP | $34,807 | $47,310 |
| NETERA ENERGY INC | $40,678 | $48,432 |
| PAYCHEX INC | $24,274 | $29,771 |
| PEPSICO INC | $34,377 | $41,001 |
| PFIZER INC | $43,860 | $46,037 |
| PROLOGIS INC | $34,874 | $44,570 |
| SOUTHERN CO | $24,991 | $31,850 |
| SYSCO CORP | $38,195 | $45,764 |
| UNILEVER PLC | $45,293 | $45,736 |
| UNITED PARCEL SERVICE | $46,502 | $46,824 |
| VERIZON COMMUNICATIONS | $37,412 | $44,208 |
| WASTE MANAGEMENT | $38,096 | $45,584 |
| MEDTRONIC PLC | $39,543 | $48,216 |
| AMERICAN ELECTRIC POWER | $20,695 | $25,518 |
| BROADCOM INC | $30,942 | $31,602 |
| DISNEY WALT CO | $24,463 | $28,926 |
| DOMINION ENERGY INC | $28,804 | $30,229 |
| ILLINOIS TOOL WORKS INC | $26,083 | $26,945 |
| JOHNSON & JOHNSON | $38,338 | $43,032 |
| KIMBERLY-CLARK CORP | $37,320 | $41,265 |
| KINDER MORGAN | $42,935 | $45,516 |
| LOCKHEED MARTIN CORP | $35,116 | $38,938 |
| MID-AMERICA APARTMENT COMM | $28,575 | $29,669 |
| NUCOR CORP | $27,920 | $30,110 |
| QUEST DIAGNOSTICS | $25,813 | $27,231 |
| TRUIST FINL CORP | $41,912 | $43,648 |
| TYSON FOODS INC | $26,594 | $28,678 |
| US BANCORP | $29,755 | $29,645 |
| UNION PACIFIC CORP | $25,784 | $27,118 |
| UNITED TECHNOLOGIES CORP | $29,883 | $29,951 |
| WELLS FARGO & CO | $42,955 | $45,192 |
| CHUBB LIMITED COM | $41,187 | $43,585 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,240,125 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,307,898 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST CONTRIBUTIONS FROM FMV ON DATE OF GIFT TO DONOR'S TAX BASIS | Desc |
| Amt | $115,032 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $8 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $36,652 | Amt |
| Net Investment Income | $36,652 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM & ELLAN MARSH TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8682 | AddressLine1Txt |
| City | MADEIRA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33738 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX | CategoryTxt |
| Amt | $88 | Amt |
| Net Investment Income | $88 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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