Alice Smith Marsh Charitable Trust
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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$298K
-7.2% YoY
Annual Giving
$31K
-26.6% YoY
Grant Count
7
-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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
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 include Union Co Public Library ($20,700), Second Harvest Food Bank of Metrolina ($4,000), Marshville Museum & Cultural Center ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HEALTHQUEST OF UNION COUNTY MONROE, NC | General Support | $1,000 |
| HELP PREGNANCY MONROE, NC | General Support | $1,000 |
| MARSHVILLE MUSEUM & CULTURAL CENTER Marshville, NC | General Support | $2,000 |
| SECOND HARVEST FOOD BANK OF METROLINA CHARLOTTE, NC | General Support | $4,000 |
| TURNING POINT MONROE, NC | General Support | $1,000 |
| UNION CO PUBLIC LIBRARY MONROE, NC | General Support | $20,700 |
| UNION COUNTY COMMUNITY SHELTER MONROE, NC | General Support | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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
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.
Explore Open Grants
Browse active grant opportunities in Alice Smith Marsh Charitable 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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