JOHN MARSH HISTORIC TRUST INC: Form 990EZ, tax year 2019
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- Organization
- JOHN MARSH HISTORIC TRUST INC (EIN 68-0390601)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-25
- IRS object ID
- 202032699349200708
- Schema version
- 2019v5.1
- 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 | 2020-09-25T10:03:24-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-09-25 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT H JONES | PreparerPersonNm |
| PTIN | P00283875 | PTIN |
| Phone | 5108919000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-25 | IPDt |
| IP Tm | 07:49:27 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4C79D43D80AEBD1BA7ECE8B23AD787413746E83C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1B9C04803BF3E14546FF1E2055F663AEA7FE54BA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $32,329 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $26,031 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $6,082 | ProgramServiceRevenueAmt |
| Investment Income | $216 | InvestmentIncomeAmt |
| Total Revenue | $32,329 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $22,000 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $11,329 | OtherExpensesTotalAmt |
| Total Expenses | $33,329 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$1,000 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $48,451 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $47,451 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,311 | BOYAmt |
| EOY | $40,933 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,371 | BOYAmt |
| EOY | $6,518 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,682 | BOYAmt |
| EOY | $47,451 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,451 | BOYAmt |
| EOY | $47,451 | 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 |
|---|---|---|
| PLANNING AND PRESENTATION OF HERITAGE DAY AT THE SITE OF JOHN MARSH HOUSE; INCLUDING EXHIBITS, SPEECHES AND PARTICIPATION OF LOCAL COMMUNITY ORGANIZATIONS AND CALIFORNIA DEPARTMENT OF PARKS. ATTENDED BY APPROX 200 PEOPLE, OCTOBER 19, 2019 | $3,670 | $5,685 |
| HIKE IN THE MARSH CREEK STATE HISTORIC PARK, MARCH 16, 2019, ATTENDED BY APPROX. 75 PEOPLE | $1,850 | $51 |
| 4TH GRADE HISTORY FIELD TRIPS AT THE JOHN MARSH STONE HOUSE, ATTENDED BY APPROX. 50 LOCAL 4TH GRADERS | $552 | $1,291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,027 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 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 |
| 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 | $64,862 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,232 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,679 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,113 | CurrentTaxYearAmt |
| Total | $251,662 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,928 | CurrentTaxYearMinus1YearAmt |
| Total | $1,928 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,862 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,232 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,607 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,113 | CurrentTaxYearAmt |
| Total | $253,590 | 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 | $253,590 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $434 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $216 | CurrentTaxYearAmt |
| Total | $880 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $434 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $216 | CurrentTaxYearAmt |
| Total | $880 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,329 | CurrentTaxYearAmt |
| Total | $254,470 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99650 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99320 | PublicSupportPY509Pct |
| Investment Income CY | 0.00350 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00680 | 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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: DIVIDEND INCOME. AMOUNT: 138. DESCRIPTION: UNREALIZED GAINS ON SECURITIES. AMOUNT: 78. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 216. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: EVENT EXPENSES. AMOUNT: 5,736. DESCRIPTION: BANK CHARGES & MERCHANT FEES. AMOUNT: 56. DESCRIPTION: DATABASE. AMOUNT: 1,320. DESCRIPTION: INSURANCE. AMOUNT: 2,337. DESCRIPTION: INVESTMENT MANAGEMENT FEE. AMOUNT: 100. DESCRIPTION: PO BOX. AMOUNT: 106. DESCRIPTION: DUES & MEMBERSHIPS. AMOUNT: 265. DESCRIPTION: POSTAGE & SHIPPING. AMOUNT: 21. DESCRIPTION: CURRICULUM EXPENSE. AMOUNT: 1,291. DESCRIPTION: MISCELLANEOUS. AMOUNT: 97. TOTAL TO FORM 990-EZ, LINE 16: 11,329. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 8,719. END OF YEAR AMOUNT: 3,810. DESCRIPTION: MERCHANDISE ON HAND. BEG. OF YEAR AMOUNT: 2,652. END OF YEAR AMOUNT: 2,708. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 231. END OF YEAR AMOUNT: 0. |
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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