Lowe-Marshall Trust

990PF • Fiscal year 2024 • EIN 31-6084154

Jan 01, 2024 to Dec 31, 2024 • Filed on May 13, 2025

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.

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

0.08x

Higher debt load relative to revenue than 59% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

-132%

Higher net margin than 4% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

-17%

Faster asset growth than 8% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

3.2%

Faster revenue growth than 39% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets42nd percentile

Assets

Down

$4,339,965

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

Net Assets

Down

$4,319,966

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

Liabilities

Down

$20,000

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

Revenue And Expenses

Liabilities / Revenue59th 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

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

Highlighted filing

2024

Assets$4,339,965

Liabilities$20,000

Net Assets$4,319,966

Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

Highlighted filing

2024

Revenue$253,116

Expenses$586,859

Net Income-$333,743

Open 2024 Filing

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 Pay46th 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.

Path	#	Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	Redemption of mutual fund
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	1451523
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	1411598
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm	0	12312024
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2024-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	-39925
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	Vanguard InterTerm Invest Gr
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	1	TRP International Bond
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	157753
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	1	78325
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	138231
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	1	63971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	679623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	886629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	333675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	1344649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	6390545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	2432353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	339188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	1331357
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	591927
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt	0	591927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	14000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	Illinois Oil Property
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	17961
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/AdjustedNetIncomeAmt	0	276182
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	570000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	570000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	232754
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	230796
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	232754
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-333743
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	1411598
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	47122
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	34622
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	47122
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-39925
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	258671
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt	0	13165
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	5987
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	13165
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt	0	16859
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	16859
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	12734
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	16859
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	293041
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	16859
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	586859
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	12734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	586859
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	271405
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	253116
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	16859
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	16859
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	12734
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	16859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	1451523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-39925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-39925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	1411598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	Mutual Fund Capital Gains
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-39925
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	-39925
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-333743
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	830
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	23412
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	4320795
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	4631126
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	4319965
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	597128
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	597128
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	597128
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	600724
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	3596
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	3596
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	3596
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	3596
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	3596
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	3810
IRS990PF/FMVAssetsEOYAmt	0	11558769
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	4631126
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	4319966
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	555294
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	236078
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	202202
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	3225749
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	3244576
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	10493443
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt	0	580000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt	0	20000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	14000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	14000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	17961
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	899122
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	253384
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	253236
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	5211126
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	4339965
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	11558769
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	580000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	20000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	5211126
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	4339966
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	4631126
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	4319966
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt	0	516961
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt	0	591927
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt	0	591927
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	12197444
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	12179483
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	182962
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	17961
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	600724
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	12014482
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	12197444
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	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/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	586859
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	586859
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/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/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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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