Alice Smith Marsh Charitable Trust

Foundation · Grantmaker Marshville, NC EIN: 20-6948170

Alice Smith Marsh Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Marshville, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $298K in total assets. In 2024, it awarded 7 grants totaling $31K. Net investment income was $7K.

Key facts about Alice Smith Marsh Charitable Trust

EIN: 20-6948170
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $30,700
Grants made (2024): 7
Average grant: $4,386
Median grant: $1,000
Total assets: $297,752
Primary geography: North Carolina (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Alice Smith Marsh Charitable Trust funds

By grant dollars, the top recipient states for Alice Smith Marsh Charitable Trust's 7 itemized 2024 grants were North Carolina (100%). The most frequent recipient cities were Monroe, NC (5 grants). 100% of grants with a stated purpose were for general or operating support.

How Alice Smith Marsh Charitable Trust gives

Giving held roughly steady from 2021 to 2024 (−19%). Method
In 2024 it paid out 151% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Alice Smith Marsh Charitable Trust

How to evaluate Alice Smith Marsh Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
Draft an LOI to Alice Smith Marsh Charitable Trust with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$298K

-7.2% YoY

Annual Giving

$31K

-26.6% YoY

Grant Count

-22.2% YoY

Avg Grant Size

$4K

-5.6% YoY

Under IRS private-foundation payout rules, Alice Smith Marsh Charitable Trust reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.

About Alice Smith Marsh Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Your AI grants department

Ready to take the next step with Alice Smith Marsh Charitable Trust?

Assess fit for your org Draft an LOI Find open RFPs

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $31K (100%)

Share of all 7 itemized 2024 grant dollars.

States

North Carolina South Carolina

Cities

MonroeMarshvilleCharlotteBooneGreenvillePolktonColumbia

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$297,752	$320,959	$375,574
Revenue	$14,701	$-3,303	$-1,701
Expenses	$37,908	$51,312	$48,162
Qualifying Distributions	$30,700	$41,800	$33,190
Net Investment Income	$7,450	—	—
Distributable Amount	$20,349	$20,798	$23,578

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Grant Size Distribution

48 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Union Co Public Library ($20,700), Second Harvest Food Bank of Metrolina ($4,000), Marshville Museum & Cultural Center ($2,000).

Recipient	Purpose	Amount
UNION CO PUBLIC LIBRARY Monroe, NC	General Support	$20,700
SECOND HARVEST FOOD BANK OF METROLINA Charlotte, NC	General Support	$4,000
MARSHVILLE MUSEUM & CULTURAL CENTER Marshville, NC	General Support	$2,000
HEALTHQUEST OF UNION COUNTY Monroe, NC	General Support	$1,000
HELP PREGNANCY Monroe, NC	General Support	$1,000
TURNING POINT Monroe, NC	General Support	$1,000
UNION COUNTY COMMUNITY SHELTER Monroe, NC	General Support	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2024 IRS filing

Name	Title	Hours	Compensation
Larry B Smith Jr	Trustee	5	—
Harriet Helms Smith	Trustee	1	—
H Allison Smith	Trustee	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Alice Smith Marsh Charitable Trust?

Alice Smith Marsh Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Marshville, NC. It holds $298K in total assets as of 2024.

How large is Alice Smith Marsh Charitable Trust?

As of 2024, Alice Smith Marsh Charitable Trust holds $298K in total assets with $15K in annual revenue. It awarded 7 grants totaling $31K in 2024.

Where does Alice Smith Marsh Charitable Trust operate?

Alice Smith Marsh Charitable Trust has awarded grants in North Carolina, South Carolina.

What size grants does Alice Smith Marsh Charitable Trust award?

In 2024, Alice Smith Marsh Charitable Trust awarded 7 grants totaling $31K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Alice Smith Marsh Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Alice Smith Marsh Charitable Trust reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alice Smith Marsh Charitable Trust's EIN?

Alice Smith Marsh Charitable Trust's EIN (Employer Identification Number) is 20-6948170. IRS Form 990 filing data is available on this page for 2020–2024.