JOHN MARSH HISTORIC TRUST INC: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOHN MARSH HISTORIC TRUST INC (EIN 68-0390601)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-12
- IRS object ID
- 201741939349200024
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-12T13:30:46-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 180 GRAND AVENUE 1035 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 5105221437 | 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 | 2017-07-12 | 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 | 2017-07-12 | IPDt |
| IP Tm | 07:01:12 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A5EAFC9D1E3B0AE3876F9510C8C626F0759B9782 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 503A94CB164BF5DC64EE5BBEF2EC401F11D20B84 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| 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 | $55,860 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $34,796 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $13,870 | ProgramServiceRevenueAmt |
| Investment Income | $36 | InvestmentIncomeAmt |
| Fundraising Gross Income | $7,098 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $4,084 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $3,014 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $60 | OtherRevenueTotalAmt |
| Total Revenue | $51,776 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $37,119 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $40,497 | OtherExpensesTotalAmt |
| Total Expenses | $77,616 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$25,840 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $48,432 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $22,592 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,432 | BOYAmt |
| EOY | $21,980 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,938 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,432 | BOYAmt |
| EOY | $25,918 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,326 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,432 | BOYAmt |
| EOY | $22,592 | 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 500 PEOPLE | $0 | $5,895 |
| GUIDED HIKE, MAY 2016, FROM THE SITE OF THE JOHN MARSH HOUSE THROUGH PARTS OF THE MARSH CREEK STATE PARK. APPROX. 80 PEOPLE. | $0 | $80 |
| GUIDED HIKE, OCTOBER 2016, FROM THE SITE OF THE JOHN MARSH HOUSE THROUGH PARTS OF THE MARSH CREEK STATE PARK. APPROX. 50 PEOPLE. | $0 | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,025 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| MAC KAISER | ||||
| BOARD CHAIR | 2.00 | $0 | $0 | $0 |
| TED ALESNA | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLEEN EARLEY | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| HELEN ELDREDGE | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARRY MARGESSON | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVE TORGESON | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| KAREN WAHL | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHY LEIGHTON | ||||
| VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN FINK | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| EUGENE METZ | ||||
| PRESIDENT | 2.00 | $0 | $0 | $0 |
| MIRANDA HARMON-SMITH | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| ROBERT H JONES | ||||
| CFO | 2.00 | $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 | 1752 BASIL COURT | 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 | $24,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,905 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,862 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,776 | CurrentTaxYearAmt |
| Total | $250,471 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,905 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,862 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,776 | CurrentTaxYearAmt |
| Total | $250,471 | 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 | $250,471 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,860 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,256 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $434 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36 | CurrentTaxYearAmt |
| Total | $13,446 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,860 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,256 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $434 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36 | CurrentTaxYearAmt |
| Total | $13,446 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,812 | CurrentTaxYearAmt |
| Total | $263,917 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94910 | PublicSupportCY509Pct |
| Investment Income CY | 0.05090 | InvestmentIncomeCYPct |
| 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: DIVIDEND INCOME. AMOUNT: 4. DESCRIPTION: UNREALIZED GAINS ON SECURITIES. AMOUNT: 32. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 36. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: MISC. INCOME. AMOUNT: 60. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: ARCHITECT & ENGINEERING FEES. AMOUNT: 12,002. DESCRIPTION: EVENT EXPENSES. AMOUNT: 5,895. DESCRIPTION: BANK CHARGES & MERCHANT FEES. AMOUNT: 76. DESCRIPTION: CADPR. AMOUNT: 17,460. DESCRIPTION: DATABASE. AMOUNT: 650. DESCRIPTION: INSURANCE. AMOUNT: 2,557. DESCRIPTION: INTERNET & WEBSITE. AMOUNT: 591. DESCRIPTION: INVESTMENT MANAGEMENT FEE. AMOUNT: 258. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 906. DESCRIPTION: PO BOX. AMOUNT: 82. DESCRIPTION: TAXES & LICENSES. AMOUNT: 20. TOTAL TO FORM 990-EZ, LINE 16: 40,497. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,500. DESCRIPTION: MERCHANDISE ON HAND. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,438. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,326. |
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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