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JOHN MARSH HISTORIC TRUST INC: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JOHN MARSH HISTORIC TRUST INC (EIN 68-0390601)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-09-08
IRS object ID
201822519349200702
Schema version
2017v2.3
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)
Return2018-09-08T10:45:41-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN651239619PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COLLINS MASON & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1180 GRAND AVENUE 1035AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680390601EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN MARSH HISTORIC TRUST INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone5105221437PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1682AddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945133682ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT H JONESPersonNm
Person TitleCFOPersonTitleTxt
Phone5105080094PhoneNum
Signature2018-09-07SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT H JONESPreparerPersonNm
PTINP00283875PTIN
Phone5108919000PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressJOHNMARSHHOUSE.COMWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$35,578GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$15,528ContributionsGiftsGrantsEtcAmt
Program Service Revenue$18,120ProgramServiceRevenueAmt
Membership Dues$25MembershipDuesAmt
Investment Income$117InvestmentIncomeAmt
Fundraising Gross Income$1,785FundraisingGrossIncomeAmt
Special Events Direct Expenses$229SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$1,556SpecialEventsNetIncomeLossAmt
Other Revenue Total$3OtherRevenueTotalAmt
Total Revenue$35,349TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$19,000FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$14,047OtherExpensesTotalAmt
Total Expenses$33,047TotalExpensesAmt
Excess Or Deficit For Year$2,302ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$22,592NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$24,894NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$21,980BOYAmt
EOY$13,128EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$3,938BOYAmt
EOY$11,766EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$25,918BOYAmt
EOY$24,894EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,326BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$22,592BOYAmt
EOY$24,894EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposePRESERVATION & RESTORATION OF THE HISTORIC JOHN MARSH STONE HOUSE, IN BRENTWOOD, CONTRA COSTA COUNTY, CALIFORNIAPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram 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 800 PEOPLE, OCTOBER 21, 2017$16,350$8,706
GUIDED HIKE, MAY 2017, FROM THE SITE OF THE JOHN MARSH HOUSE THROUGH PARTS OF THE MARSH CREEK STATE PARK. APPROX. 80 PEOPLE.$1,400$226
GUIDED HIKE, OCTOBER 21, 2017, FROM THE SITE OF THE JOHN MARSH HOUSE THROUGH PARTS OF THE MARSH CREEK STATE PARK. APPROX. 60 PEOPLE.$370$0
FieldValueIRS element (for citing)
Total Program Service Expenses$8,932TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TED ALESNA
TRUSTEE1.00$0$0$0
STEVE TORGESON
TRUSTEE1.00$0$0$0
JOHN FINK
TRUSTEE1.00$0$0$0
KAREN RAREY
TRUSTEE1.00$0$0$0
EUGENE METZ
PRESIDENT2.00$0$0$0
MIRANDA HARMON-SMITH
SECRETARY2.00$0$0$0
ROBERT H JONES
CFO2.00$0$0$0
BARRY MARGESSON
BOARD CHAIR1.00$0$0$0
KATHY LEIGHTON
VICE-PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonROBERT H JONES CPAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11752 BASIL COURTAddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94513ZIPCd
FieldValueIRS element (for citing)
Phone5105080094PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,905CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,826CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,862CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,776CurrentTaxYearMinus1YearAmt
Current Tax Year$35,232CurrentTaxYearAmt
Total$261,601TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,905CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,826CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,862CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,776CurrentTaxYearMinus1YearAmt
Current Tax Year$35,232CurrentTaxYearAmt
Total$261,601TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$261,601PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,860CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,256CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$434CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36CurrentTaxYearMinus1YearAmt
Current Tax Year$117CurrentTaxYearAmt
Total$7,703TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,860CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,256CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$434CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36CurrentTaxYearMinus1YearAmt
Current Tax Year$117CurrentTaxYearAmt
Total$7,703TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$55,765CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,082CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,296CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,812CurrentTaxYearMinus1YearAmt
Current Tax Year$35,349CurrentTaxYearAmt
Total$269,304TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97140PublicSupportCY509Pct
Public Support PY5090.94910PublicSupportPY509Pct
Investment Income CY0.02860InvestmentIncomeCYPct
Investment Income PY0.05090InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: DIVIDEND INCOME. AMOUNT: 4. DESCRIPTION: UNREALIZED GAINS ON SECURITIES. AMOUNT: 113. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 117.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: MISC. INCOME. AMOUNT: 3.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: EVENT EXPENSES. AMOUNT: 8,932. DESCRIPTION: BANK CHARGES & MERCHANT FEES. AMOUNT: 126. DESCRIPTION: DATABASE. AMOUNT: 1,430. DESCRIPTION: INSURANCE. AMOUNT: 2,408. DESCRIPTION: INVESTMENT MANAGEMENT FEE. AMOUNT: 95. DESCRIPTION: PO BOX. AMOUNT: 112. DESCRIPTION: ADVERTISING. AMOUNT: 228. DESCRIPTION: TRAVEL. AMOUNT: 536. DESCRIPTION: DUES & MEMBERSHIPS. AMOUNT: 180. TOTAL TO FORM 990-EZ, LINE 16: 14,047.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,500. END OF YEAR AMOUNT: 10,300. DESCRIPTION: MERCHANDISE ON HAND. BEG. OF YEAR AMOUNT: 1,438. END OF YEAR AMOUNT: 1,466.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 3,326. END OF YEAR AMOUNT: 0.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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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