Lowe-Marshall Trust

990PF • Fiscal year 2022 • EIN 31-6084154

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 25, 2023

Organization Profile

5301 C Huffman LnChesterhill, OH 43728

(740) 554-7012

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.08x

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

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

1.41x

Higher debt load relative to revenue than 89% of similar nonprofits.

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

-122%

Higher net margin than 7% of similar nonprofits.

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

Higher top officer pay than 32% of similar nonprofits.

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

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

-9.2%

Faster asset growth than 20% of similar nonprofits.

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

74%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets54th percentile

Assets

Down

$5,459,741

Down $553,074 (-9.2%) from 2021

Net Assets

Down

$5,009,097

Down $1,003,718 (-17%) from 2021

Liabilities

$450,644

Up $450,644 from 2021

Revenue And Expenses

Liabilities / Revenue89th percentile Net Margin7th percentile

Revenue

$319,769

Up $135,879 (+74%) from 2021

Expenses

$711,002

Up $134,993 (+23%) from 2021

Net Income

-$391,233

Up $886 (+0.2%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2022

Assets$5,459,741

Liabilities$450,644

Net Assets$5,009,097

Open 2022 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2022

Revenue$319,769

Expenses$711,002

Net Income-$391,233

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Apr 25, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay32nd 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: 2023-04-25

Raw XML Appendix382 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.

Path	#	Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	Publicly Traded Securitie
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	Capital Gains Dividends
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	2947
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	62599
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	488
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm	0	12292022
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2022-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	59652
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	488
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	Vanguard Fund
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	1	T Rowe Price Fund
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	842271
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	1	78031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	710291
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	1	62969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	679623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	886629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	1659497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	6045705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	1715488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	1567936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	Vanguard Brokerage
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	T Rowe Price Brokerage
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	T Rowe Price Funds
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt	0	450259
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt	0	450259
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	14000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	Mineral Rights Oil
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	29886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	5	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	6	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	7	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	8	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	9	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	10	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	11	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	12	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	13	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	14	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	15	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	16	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	17	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	18	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	19	FMV
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	248451
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	60140
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	700000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	700000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	176
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	229681
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	228010
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	229681
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-391233
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	63087
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	19810
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	16099
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	19810
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	60140
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	305714
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt	0	9962
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	9962
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	9962
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt	0	11002
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	11002
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	8497
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	11002
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	259453
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	11002
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	711002
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	8497
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	711002
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	314211
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	319769
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	11002
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	11002
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	8497
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	11002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	60140
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-391233
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	24602
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	5033699
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	5424932
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	5009097
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	620704
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	620704
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	620704
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	624953
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	4249
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	4249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt	0	2390
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	4249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	4249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	4249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	1975
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	2390
IRS990PF/FMVAssetsEOYAmt	0	11431100
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt	0	200
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	5424932
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	5009097
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	1594448
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	920302
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	773260
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	3194693
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	3225749
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	9329129
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueEOYAmt	0	644
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt	0	572341
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt	0	450000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	14000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	14000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	29886
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	791753
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	849431
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	848566
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	5997473
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	5459741
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	11431100
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	572541
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	450644
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	5997473
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	5459741
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	5424932
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	5009097
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt	0	402579
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt	0	450259
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt	0	450259
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	12689410
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	12659524
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	190341
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	29886
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	624953
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	12499069
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	12689410
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	DAVID LOWE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	BETTY LOWE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	PETER LOWE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	5301 C Huffman Ln
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	5301 C Huffman Ln
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	5301 C Huffman Ln
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Chesterhill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Chesterhill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	Chesterhill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	43728
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	43728
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	43728
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	711002
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	711002
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
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/Form990TFiledInd	0	false
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	https://sites.google.com/site/trustlowemarshall/home
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	Foundation For Appalachian Ohio
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	The Nature Conservancy
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt	0	Morgan Community Fund
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt	0	Rural Action
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	370000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt	0	250000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt	0	50000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt	0	30000
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt	0	250000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt	0	United By Nature
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt	0	The Nature Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt	0	4245 North Fairfax Drive Suite 100
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm	0	Arlington
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd	0	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd	0	22203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	30000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	370000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	United by Nature
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	several programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	The Nature Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Rural Action
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Foundation for Appalachian Ohio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	Morgan Community Fund co FAO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	no
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	no
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	no
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	no
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	4245 North Fairfax Drive Ste 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	9030 Hocking Hills Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO Box 45 35 Public Square
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	PO Box 45 35 Public Square
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Arlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	The Plains
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Nelsonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Nelsonville
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	222031606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	45780
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	45764
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	45764
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	250000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	700000
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	693867
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	620704
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	17135
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	17135
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	711002
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	17135
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	17135
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	-73163
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	24602
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	Depreciation in books
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	9962
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Oil Royalties
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	9962
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	9962
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	2390
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	5731
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	2	200
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	3	2505
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	4	176
TaxesSchedule/TaxesDetail/Amt	0	2390
TaxesSchedule/TaxesDetail/Amt	1	5731
TaxesSchedule/TaxesDetail/Amt	2	200
TaxesSchedule/TaxesDetail/Amt	3	2505
TaxesSchedule/TaxesDetail/Amt	4	176
TaxesSchedule/TaxesDetail/CategoryTxt	0	Tax on Royalties
TaxesSchedule/TaxesDetail/CategoryTxt	1	Foreign Taxes Paid
TaxesSchedule/TaxesDetail/CategoryTxt	2	State Tax
TaxesSchedule/TaxesDetail/CategoryTxt	3	Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt	4	Property Tax Minerals
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	2390
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	5731
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	200
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	3	2505
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	4	176
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	2390
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	5731
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	3	176
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	1
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID LOWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3039866506
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-04-25
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	false
ReturnHeader/ReturnTs	0	2023-04-25T14:46:10-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	LOWE
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,459,741
Liabilities: $450,644
Net assets: $5,009,097
Revenue: $319,769
Expenses: $711,002
Net income: -$391,233

	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