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WILLIAM AND ELLAN MARSH CHARITABLE TRUST: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WILLIAM AND ELLAN MARSH CHARITABLE TRUST (EIN 47-2976330)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-03-12
IRS object ID
201910719349100711
Schema version
2018v3.1
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

FieldValueIRS element (for citing)
Return2019-03-12T17:00:11-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-03-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN F RALPH JR CPAPreparerPersonNm
PTINP00473236PTIN
Phone7273816950PhoneNum
Preparation2019-03-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address107.144.39.86IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-03-05IPDt
IP Tm17:54:18IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6222E9E1586E4699AB1044A421A2809A5FED68BCAtSubmissionCreationDeviceId
At Submission Filing Device Id891C3A14BBD74199492B78D2F2A692C9C6437D2BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,173,469FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,906,816ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$22,308InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22,308InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,851DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,851DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$19,242NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$814,181GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,934,733TotalRevAndExpnssAmt
Total Net Invst Incm$47,159TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$23,754CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$23,754CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,330AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,330AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,170OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,170OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$76TaxesRevAndExpnssAmt
Taxes Net Invst Incm$76TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$67OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$67OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$38,397TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$38,397TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$606,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$606,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$644,397TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$38,397TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$606,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,290,336ExcessRevenueOverExpensesAmt
Net Investment Income$8,762NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$958,296SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,113SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,113SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$1,236,240CorporateStockEOYAmt
Corporate Stock EOYFMV$1,162,725CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$995,279CorporateBondsEOYAmt
Corporate Bonds EOYFMV$993,631CorporateBondsEOYFMVAmt
Total Assets BOY$958,296TotalAssetsBOYAmt
Total Assets EOY$2,248,632TotalAssetsEOYAmt
Total Assets EOYFMV$2,173,469TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$958,296UnrestrictedBOYAmt
Unrestricted EOY$2,248,632UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$958,296TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,248,632TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$958,296TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,248,632TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$958,296TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,290,336ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,248,632SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,248,632TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
100 SH AFLAC INCP2018-06-062018-07-30$4,635$4,561$74$74
850 SH AT&TP2018-05-08$26,947$30,776-$3,829-$3,829
300 SH ABBVIE INCP2018-07-11$28,877$29,864-$987-$987
100 SH AIR PRODUCTS & CHEMICALP2018-07-11$15,792$16,767-$975-$975
50 SH AMGEN INCP2018-03-192018-07-11$9,642$9,263$379$379
50 SH APPLE INCP2018-07-11$9,439$8,817$622$622
50 SH AUTOMATIC DATA PROCESSINGP2018-06-062018-07-30$6,740$6,724$16$16
50 SH BLACKROCK INCP2018-07-11$25,119$27,199-$2,080-$2,080
425 SH BRISTOL MYERS SQUIBBP2018-06-06$22,043$24,865-$2,822-$2,822
50000 SH CHEVRON CORP NEWP2018-03-232018-07-11$47,931$48,101-$170-$170
100 SH CISCO SYS INCP2018-03-192018-07-30$4,230$4,444-$214-$214
50 SH DIAGEO PLCP2018-06-062018-07-30$7,325$7,335-$10-$10
50000 SH WALT DISNEY COP2018-04-192018-07-11$49,370$49,742-$372-$372
150 SH DOMINION RES INCP2018-03-192018-04-16$9,650$10,490-$840-$840
50 SH DUKE ENERGY CORPP2018-05-082018-07-30$4,030$3,909$121$121
50 SH EMERSON ELECTRIC COP2018-06-062018-07-30$3,541$3,645-$104-$104
925 SH ENBRIDGE INCP2018-05-08$28,819$29,534-$715-$715
100 SH EXXON MOBIL CORPP2018-03-192018-07-11$8,280$7,439$841$841
100 SH FIDELITY NATIONAL FINANCIALP2018-03-192018-07-30$4,005$4,222-$217-$217
425 SH FIDELITY NATIONAL FINANCIALP2018-10-03$16,661$16,480$181$181
50 SH GENUINE PARTS COP2018-03-192018-07-30$4,830$4,567$263$263
250 SH GENUINE PARTS COP2018-10-03$24,636$22,881$1,755$1,755
500 SH HANESBRANDS INCP2018-03-192018-03-28$9,241$9,765-$524-$524
200 SH INTERNATIONAL BUSINESS MACHINESP2018-07-11$29,091$31,028-$1,937-$1,937
250 SH ISHARES RUSSELL MID-CAPP2018-03-192018-07-11$53,965$52,928$1,037$1,037
325 SH ISHARES RUSSELL 2000P2018-03-182018-07-11$54,577$50,724$3,853$3,853
500 SH J P MORGAN CHASE & COP2018-03-192018-07-30$5,834$5,740$94$94
75 SH LOCKHEED MARTIN CORPP2018-07-11$23,112$25,766-$2,654-$2,654
50 SH MERCK & CO INCP2018-06-062018-07-30$3,223$3,081$142$142
50000 SH MERCK & CO INCP2018-04-192018-07-11$47,854$48,125-$271-$271
50 SH MICROSOFT CORPP2018-03-192018-07-30$5,274$4,646$628$628
50 SH PAYCHEK INCP2018-03-192018-07-30$3,464$3,288$176$176
100 SH PEPSICO INCP2018-07-11$11,229$11,046$183$183
200 SH PFIZER INCP2018-03-192018-07-30$7,710$7,320$390$390
180 SH PROCTOR & GAMBLE COP2018-05-08$12,869$14,244-$1,375-$1,375
195 SH PROCTOR & GAMBLE COP2018-04-172018-06-06$14,438$15,381-$943-$943
400 SH QUALCOMM INCP2018-05-08$20,980$22,595-$1,615-$1,615
100 SH SOUTHERN COP2018-05-082018-07-30$4,776$4,447$329$329
375 SH STARBUCKS CORP COMP2018-06-06$20,891$22,195-$1,304-$1,304
100 SH SYSCOP2018-05-082018-07-30$6,668$6,272$396$396
50 SH TEXAS INSTRUMENTS INCP2018-06-062018-07-30$5,574$5,865-$291-$291
200 SH TEXAS INSTRUMENTS INCP2018-06-062018-10-03$21,651$23,459-$1,808-$1,808
75 SH 3M COMPANYP2018-06-06$15,131$16,808-$1,677-$1,677
100 SH UNILEVER PLCP2018-06-062018-07-30$5,657$5,515$142$142
50 SH UNITED PARCEL SERVICE INCP2018-03-192018-07-30$5,941$5,470$471$471
150 SH VERIZON COMMUNICATIONSP2018-05-082018-07-30$7,888$7,057$831$831
175 SH WELLTOWER INC COMP2018-03-192018-04-16$9,176$9,369-$193-$193
245 SH EATON CORP PLCP2018-10-032018-11-14$17,832$21,421-$3,589-$3,589
50 SH MEDTRONIC PLCP2018-03-192018-07-30$4,448$4,034$414$414
175 SH CHUBB LIMITED COMP2018-06-06$23,043$24,209-$1,166-$1,166
CAPITAL GAINS DIVIDENDSP$102$102$102
FieldValueIRS element (for citing)
Capital Gain Net Income-$19,242CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$40,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$157,460NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.254033DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$0NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.254033TotalDistributionRt
Average Distribution0.084678AverageDistributionRt
Net Vl Noncharitable Assets$2,202,363NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$186,492AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$88NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$186,580AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$606,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$88InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$88SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$88TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$88TaxDueAmt

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$11,877$0$0
DENNIS R DELOACH III EFF 71117
8640 SEMINOLE BLVDSEMINOLEFL33772TRUSTEE2.00$11,877$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$1,762,045AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$473,857AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,235,902TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,235,902AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,539CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,202,363NetVlNoncharitableAssetsAmt
Minimum Investment Return$110,118MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$110,118MinimumInvestmentReturnAmt
Tax Based On Investment Income$88TaxBasedOnInvestmentIncomeAmt
Total Tax$88TotalTaxAmt
Distributable Before Adj$110,030DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$110,030DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$110,030DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$606,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$606,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$88PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$605,912AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$110,030DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$32,127ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$32,127TotalExcessDistributionCyovAmt
Qualifying Distributions$606,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$110,030AppliedToCurrentYearAmt
Remaining Distri From Corpus$495,970RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$528,097TotalCorpusAmt
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$528,097ExcessDistriCyovToNextYrAmt
Excess From Year1$32,127ExcessFromYear1Amt
Excess From Current Year$495,970ExcessFromCurrentYearAmt

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$426,000
STARKEY ROAD BAPTIST CHURCH
8800 STARKEY ROADLARGOFL33777PCFOR RELIGOUS ADVANCEMENT$180,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$606,000TotalGrantOrContriPdDurYrAmt
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$22,308ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,851ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$19,242ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$27,917ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,917TotalIncomeProducingActyAmt

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$1,906,816TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,330Amt
Net Investment Income$2,330NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC SR GLBL$49,156$48,806
BANK OF AMERICA CORP DTD$49,307$49,320
BERKSHIRE HATHAWAY DTD$48,548$48,462
BIOGEN INC SR$49,810$49,627
BLACKROCK IN SR$50,087$50,541
CATERPILLAR INC SR$49,116$48,751
DEERE & CO NOTE$48,998$48,935
GENERAL DYNAMICS CORP$50,082$50,346
IBM CREDIT LLC$49,566$49,438
INTEL CORP$48,885$48,779
MEDRONIC INC SR GLBL$49,602$49,803
METLIFE INC$51,783$51,476
MICROSOFT CORP NT$50,940$51,488
MORGAN STANLEY FR$49,322$48,768
OCCIDENTAL PETROLEUM CORP$50,051$49,475
PEPSICO INC SR$50,032$50,021
PRECISION CASTPARTS$49,600$49,113
STATOIL ASA$50,725$50,933
TORONTO DOMINION BANK$49,411$49,507
PRAXAIR INC SR$50,258$50,042

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AFLAC INC$25,084$25,058
AMERICAN WATER WORKS$17,507$18,154
AMGEN INC$22,089$24,334
APPLE INC$14,108$11,830
ARCHER DANIELS MIDLAND$23,761$20,485
AUTOMATIC DATA PROCESSING INC$13,448$13,112
BB&T CORP$28,032$22,743
BANK OF MONTREAL COM$19,087$16,338
BOEING CO$25,019$24,188
CME GROUP INC$16,479$18,812
CISCO SYSTEMS$25,288$24,915
DIAGEO PLC$14,670$14,180
DUKE ENERGY CORP$17,251$19,418
EMERSON ELECTRIC CO$25,518$20,913
EXXON MOBIL CORP$21,781$18,752
GENERAL MILLS INC$18,639$15,965
HOME DEPOT INC$22,922$22,337
ISHARES RUSSELL MID CAP$227,178$199,864
ISHARES RUSSELL 2000$217,113$184,112
JPMORGAN CHASE & CO$22,234$19,524
MCDONALD'S CORP$27,773$30,187
MERCK & CO$24,651$30,564
MICROSOFT CORP$24,035$25,393
NETERA ENERGY INC$16,889$17,382
OCCIDENTAL PETROLEUM CORP$18,198$15,345
PAYCHEX INC$15,810$16,288
PEPSICO INC$20,922$22,096
PFIZER INC$22,895$27,281
PROLOGIS INC$26,019$23,488
PUBLIC STORAGE$24,751$25,301
ROYAL DUTCH SHELL$17,689$14,985
SOUTHERN CO$15,490$15,372
SYSCO CORP$21,511$20,991
UNILEVER PLC$24,817$23,512
UNITED PARCEL SERVICE$22,286$19,506
VERIZON COMMUNICATIONS$22,347$26,423
WALGREENS$23,633$21,866
WASTE MANAGEMENT$26,761$26,697
MEDTRONIC PLC$22,555$25,014

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE$61$61$0
MISCELLANEOUS$6$6$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEECategoryTxt
Amt$12,170Amt
Net Investment Income$12,170NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

WILLIAM & ELLAN MARSH TRUST
PO BOX 8682
MADEIRA BEACH FL 33738

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$76Amt
Net Investment Income$76NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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