Lowe-Marshall Trust

EIN 31-6084154 • Chesterhill, OH

5301 C Huffman LnChesterhill, OH 43728

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.08x

Higher debt load relative to assets than 54% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

1.48x

Higher debt load relative to revenue than 90% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

-133%

Higher net margin than 4% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2022

-8.9%

Faster asset growth than 11% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2021 to 2022

-32%

Faster revenue growth than 10% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets54th percentile

Assets

Down

$4,339,965

Down $900,242 (-17%) from 2023

Liabilities

Down

$20,000

Down $560,000 (-97%) from 2023

Net Assets

Down

$4,319,966

Down $340,241 (-7.3%) from 2023

Operations

Liabilities / Revenue90th percentile Net Margin4th percentile

Revenue

$253,116

Up $7,819 (+3.2%) from 2023

Expenses

Down

$586,859

Down $802 (-0.1%) from 2023

Net Income

-$333,743

Up $8,621 (+2.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$4,339,965

Liabilities$20,000

Net Assets$4,319,966

Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$253,116

Expenses$586,859

Net Income-$333,743

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,339,965
Liabilities: $20,000
Net assets: $4,319,966
Revenue: $253,116
Expenses: $586,859
Net income: -$333,743

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.34	$0.02	$4.32	$0.25	$0.59	$0.33
2023Detailed filing. Detailed filing data is available for this year.	$5.24	$0.58	$4.66	$0.25	$0.59	$0.34
2022Detailed filing. Detailed filing data is available for this year.	$5.46	$0.45	$5.01	$0.32	$0.71	$0.39
2021Detailed filing. Detailed filing data is available for this year.	$6.01	$0.00	$6.01	$0.18	$0.58	$0.39

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 13, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay64th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID LOWE	Chairman	-	$0	-	-
BETTY LOWE	Trustee	-	$0	-	-
PETER LOWE	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Lowe-Marshall Trust
EIN: 31-6084154
In Care Of: % David Lowe
Phone: 7405547012
Address: 5301 C Huffman Ln, Chesterhill, OH 43728

Signing Officer

Name: David Lowe
Title: Chairman
Phone: 3039866506
Signed: 2025-05-13

Raw XML Appendix362 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	13	FMV
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	5301 C Huffman Ln
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Chesterhill
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	43728
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	David Lowe
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3039866506
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	httpssites.google.comsitetrustlowemarshallhome
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	The Nature Conservancy
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	Foundation For Appalachian Ohio
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	250000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt	0	250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	20000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Pillars of Prosperity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	General Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	The Nature Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Foundation for Appalachian Ohio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Rural Action
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	Morgan Community Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	4245 North Fairfax Drive Ste 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO Box 456 35 Public Square
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	9030 Hocking Hills Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	67 E Main St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Arlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Nelsonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Nelsonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Mcconnelsville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	22203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	45764
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	45764
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	43756
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	570000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	586858
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	597128
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	100436
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	62340
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	162777
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	1
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	100436
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	62340
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	586859
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	1
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	162777
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	162776
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	10270
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	830
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	oil royalties 2025
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	5987
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	7178
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Illinios Oil Royalties
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	IRS 2020 990pf overpayment
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	5987
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	5987
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	7178
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	1409
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	22003
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	oil royalties 2023
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	cap gains reconciliation
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	48
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	5
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	2	12481
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	3	200
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	4	3875
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	5	250
TaxesSchedule/TaxesDetail/Amt	0	48
TaxesSchedule/TaxesDetail/Amt	1	5
TaxesSchedule/TaxesDetail/Amt	2	12481
TaxesSchedule/TaxesDetail/Amt	3	200
TaxesSchedule/TaxesDetail/Amt	4	3875
TaxesSchedule/TaxesDetail/Amt	5	250
TaxesSchedule/TaxesDetail/CategoryTxt	0	Richland County IL Prop
TaxesSchedule/TaxesDetail/CategoryTxt	1	Citation other tax
TaxesSchedule/TaxesDetail/CategoryTxt	2	Foreign taxes 1099DIV
TaxesSchedule/TaxesDetail/CategoryTxt	3	Ohio Attorney General
TaxesSchedule/TaxesDetail/CategoryTxt	4	Form 990pf tax
TaxesSchedule/TaxesDetail/CategoryTxt	5	2020 Form 990pf
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	48
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	5
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	12481
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	3	200
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	4	3875
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	5	250
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	48
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	5
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	12481
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	3	200
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID LOWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3039866506
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Lowe-Marshall Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	LOWE
ReturnHeader/Filer/EIN	0	316084154
ReturnHeader/Filer/InCareOfNm	0	% David Lowe
ReturnHeader/Filer/PhoneNum	0	7405547012
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	5301 C Huffman Ln
ReturnHeader/Filer/USAddress/CityNm	0	Chesterhill
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	43728
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/ReturnTs	0	2025-05-13T09:49:36-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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