Nonprofit · EIN 31-6084154
LOWE-MARSHALL TRUST
Tax-exempt · CHESTERHILL, OH 43728
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $262,290 | $609,730 | -$347,440 | $4,576,564 | $600,000 | $3,976,564 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $223,614
- Interest
- $35,420
- Net gain from sales of assets
- -$102
- Other income
- $3,358
Expenses
- Grants and similar amounts paid
- $600,000
- Disbursements for charitable purposes
- $609,730
- Excise tax on investment income
- $3,411
Balance sheet and other
- Total assets, start of year
- $4,337,703
- Total assets, end of year
- $4,576,564
- Total liabilities, end of year
- $600,000
- Net assets, end of year
- $3,976,564
- Fair market value of assets
- $13,136,715
- Qualifying distributions
- $609,730
- Net investment income
- $251,281
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID LOWE 5301 C Huffman Ln, Chesterhill, OH 43728 | Chairman | 0 | $0 |
| BETTY LOWE 5301 C Huffman Ln, Chesterhill, OH 43728 | Trustee | 0 | $0 |
| PETER LOWE 5301 C Huffman Ln, Chesterhill, OH 43728 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5301 C HUFFMAN LN, CHESTERHILL, OH 43728-9021
- In care of
- % DAVID LOWE
- Signed the 990-PF
- DAVID LOWE, Chairman
- Phone
- (740) 554-7012
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-6084154
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1968
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,576,564
- Income (IRS master file)
- $282,392
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $245,297 | $587,661 | $5,240,207 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about LOWE-MARSHALL TRUST
- What is the EIN of LOWE-MARSHALL TRUST?
- The employer identification number (EIN) of LOWE-MARSHALL TRUST is 31-6084154.
- Is LOWE-MARSHALL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to LOWE-MARSHALL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOWE-MARSHALL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOWE-MARSHALL TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOWE-MARSHALL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LOWE-MARSHALL TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does LOWE-MARSHALL TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $262,290, expenses of $609,730 and total assets of $4,576,564 at year end.
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- OHIO STATE UNIVERSITY EIN 20-8981611 · last filed 990-N for 2025
- AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES EIN 31-0886430 · last filed 990-N for 2025
- THE OHIO STATE UNIVERSITY EIN 51-0654932 · last filed 990-N for 2025