Lowe-Marshall Trust

990PF • Fiscal year 2023 • EIN 31-6084154

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 14, 2024

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.

0.11x

Higher debt load relative to assets than 58% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

2.36x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

-140%

Higher net margin than 6% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

-4.0%

Faster asset growth than 20% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

-23%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$5,240,207

Down $219,534 (-4.0%) from 2022

Net Assets

Down

$4,660,207

Down $348,890 (-7.0%) from 2022

Liabilities

$580,000

Up $129,356 (+29%) from 2022

Revenue And Expenses

Liabilities / Revenue92nd percentile Net Margin6th percentile

Revenue

Down

$245,297

Down $74,472 (-23%) from 2022

Expenses

Down

$587,661

Down $123,341 (-17%) from 2022

Net Income

-$342,364

Up $48,869 (+12%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

Highlighted filing

2023

Assets$5,240,207

Liabilities$580,000

Net Assets$4,660,207

Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

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

Highlighted filing

2023

Revenue$245,297

Expenses$587,661

Net Income-$342,364

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Apr 14, 2024
Return Version: 2023v5.0

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: 2024-04-14

Raw XML Appendix381 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	Redemption of mutual fund
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	850061
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	808341
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm	0	12292023
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	-41720
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	Vanguard InterTerm Invest Gr
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	1	TRP International Bond
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	477262
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	1	79664
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	421461
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	1	67436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	679623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	886629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	335325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	1351621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	6868919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	1943802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	344462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	1242434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	Vanguard Brokerage
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	T Rowe Price Brokerage
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	TRP Emerging Markets Stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	TRP New Asia I CL
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt	0	516961
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt	0	516961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	14000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	Illinois Oil Properties
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	19209
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	279249
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	580000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	580000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	107
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	234394
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	232142
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	234394
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-342364
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	808341
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	46113
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	31772
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	46113
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-41720
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	265138
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt	0	697
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	697
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	697
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt	0	6403
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	6403
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	6403
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt	0	6964
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	6964
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	5179
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	6964
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	286910
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	7661
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	587661
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	5179
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	587661
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	270317
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	245297
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	7661
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	7661
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	5179
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	7661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-41720
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	-41720
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-342364
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	7815
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	644
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	4668022
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	5009742
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	4660207
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	549565
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	549565
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	549565
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	553250
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	3685
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	3685
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt	0	1547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	190
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	3685
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	3685
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	3685
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	2328
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	1547
IRS990PF/FMVAssetsEOYAmt	0	12324135
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	5009742
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	4660207
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	920303
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	556926
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	488897
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	3225749
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	3253198
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	10399617
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt	0	450000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt	0	580000
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	19209
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	849431
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	899122
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	899451
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	5459742
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	5240207
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	12324135
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	450000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	580000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	5459742
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	5240207
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	5009742
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	4660207
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt	0	450259
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt	0	516961
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt	0	516961
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	11233506
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	11214297
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	168503
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	19209
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	553250
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	11065003
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	11233506
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.000
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
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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	587661
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	587661
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	google-trustlowemarshall
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	The Nature Conservancy
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	Foundation For Appalachian Ohio
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt	0	Morgan Community Fund
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt	0	Rural Action
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	250000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt	0	250000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt	0	50000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt	0	30000
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	30000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	United By Nature
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	several programs
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	The Plains
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	45780
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	43756
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	580000
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	549565
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	549565
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	62340
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	100436
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	38096
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	62340
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	587661
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	38096
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	100436
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	62340
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	1547
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	1409
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	2	2063
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	3	2796
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	tax withheld
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	royalties deposited 2024
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	2	reimbursement for taxes
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	3	cap gains reconciliation
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	697
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Form 990PF tax for 2019
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	697
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	697
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	6403
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Oil Royalties IL
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	6403
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	6403
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	644
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	2022 royalties
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	107
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	4867
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	2	200
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	3	1785
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	4	5
TaxesSchedule/TaxesDetail/Amt	0	107
TaxesSchedule/TaxesDetail/Amt	1	4867
TaxesSchedule/TaxesDetail/Amt	2	200
TaxesSchedule/TaxesDetail/Amt	3	1785
TaxesSchedule/TaxesDetail/Amt	4	5
TaxesSchedule/TaxesDetail/CategoryTxt	0	Richland County IL Prop
TaxesSchedule/TaxesDetail/CategoryTxt	1	Foreign taxes 1099DIV
TaxesSchedule/TaxesDetail/CategoryTxt	2	Ohio Attorney General
TaxesSchedule/TaxesDetail/CategoryTxt	3	Form 990PF incl refund
TaxesSchedule/TaxesDetail/CategoryTxt	4	Other Citation Oil
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	107
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	4867
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	200
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	3	1785
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	4	5
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	107
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	4867
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	3	5
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	2024-04-14
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	2024-04-14T12:03:56-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	LOWE
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,240,207
Liabilities: $580,000
Net assets: $4,660,207
Revenue: $245,297
Expenses: $587,661
Net income: -$342,364

	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