Lowe-Marshall Trust
Lowe-Marshall Trust is a private foundation, based in CHESTERHILL, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $4.3M in total assets. In 2024, it awarded 4 grants totaling $570K. Net investment income was $259K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.3M
-17.2% YoY
Annual Giving
$570K
-1.7% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$143K
-1.7% YoY
Under IRS private-foundation payout rules, Lowe-Marshall Trust reported a distributable amount of $597K for 2024 — the minimum it must pay out in qualifying distributions.
About Lowe-Marshall Trust
Based on IRS filings
Lowe-Marshall Trust is a private foundation, based in CHESTERHILL, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $4.3M in total assets. In 2024, it awarded 4 grants totaling $570K. Net investment income was $259K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,339,965 | $5,240,207 | $5,459,741 |
| Revenue | $253,116 | $245,297 | $319,769 |
| Expenses | $586,859 | $587,661 | $711,002 |
| Qualifying Distributions | $586,859 | $587,661 | $711,002 |
| Net Investment Income | $258,671 | $265,138 | $305,714 |
| Distributable Amount | $597,128 | $549,565 | $620,704 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
16 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Nature Conservancy ($250,000), Foundation for Appalachian Ohio ($250,000), Morgan Community Fund ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| The Nature Conservancy Arlington, VA | General Purposes | $250,000 |
| Foundation for Appalachian Ohio Nelsonville, OH | Pillars of Prosperity | $250,000 |
| Rural Action Nelsonville, OH | General Purposes | $20,000 |
| Morgan Community Fund Mcconnelsville, OH | General Purposes | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID LOWE | Chairman | — | — |
| BETTY LOWE | Trustee | — | — |
| PETER LOWE | Trustee | — | — |
Frequently Asked Questions
How large is Lowe-Marshall Trust?
As of 2024, Lowe-Marshall Trust holds $4.3M in total assets with $253K in annual revenue. It awarded 4 grants totaling $570K in 2024.
Where does Lowe-Marshall Trust operate?
Lowe-Marshall Trust has awarded grants in Ohio, Virginia.
What size grants does Lowe-Marshall Trust award?
In 2024, Lowe-Marshall Trust awarded 4 grants totaling $570K — an average of about $143K per grant, based on its IRS Form 990 filings.
How much is Lowe-Marshall Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lowe-Marshall Trust reported a distributable amount of $597K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lowe-Marshall Trust's EIN?
Lowe-Marshall Trust's EIN (Employer Identification Number) is 31-6084154. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Lowe-Marshall Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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