Alice Smith Marsh Charitable Trust
Alice Smith Marsh Charitable Trust is a private foundation, 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.
Alice Smith Marsh Charitable Trust at a glance
In short: Alice Smith Marsh Charitable Trust gave $31K across 7 grants in 2024 (avg $4K), mostly in North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $30,700
- -26.6% vs 2023
- Grants made (2024)
- 7
- -22.2% vs 2023
- Average grant
- $4,386
- -5.6% vs 2023
- Median grant
- $1,000
- Total assets
- $297,752
- -7.2% vs 2023
- Primary geography
- North Carolina (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Alice Smith Marsh Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
The largest 2024 recipient was Union Co Public Library ($21K). Together the top 7 received $31K.
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 48 grants of 48 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 7 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $30K (2020) to $42K (2023). In 2024 it made 7 grants totaling $31K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $297,752 | $14,701 | $37,908 | $30,700 | 7 | $30,700 | $7,450 | $20,349 |
| 2023 | $320,959 | $-3,303 | $51,312 | $41,800 | 9 | $41,800 | — | $20,798 |
| 2022 | $375,574 | $-1,701 | $48,162 | $33,190 | 8 | $33,190 | — | $23,578 |
| 2021 | $425,437 | $74,663 | $47,511 | $37,915 | 11 | $37,915 | $65,067 | $24,593 |
| 2020 | $398,285 | $1,401 | $46,344 | $30,450 | 13 | — | — | $25,599 |
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.
Leadership & Key People
Officers and directors from IRS filings
Alice Smith Marsh Charitable Trust's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
H. Allison Smith
Trustee
On filings since 2020
1 hr/week
$3K (2020) → $0 (2024)
Harriet Helms Smith
Trustee
On filings since 2020
1 hr/week
$3K (2020) → $0 (2024)
Larry B. Smith Jr.
Trustee
On filings since 2020
5 hrs/week
$4K (2020) → $0 (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $2K, to Larry B Smith Jr (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Alice Smith Marsh Charitable Trust
How much does Alice Smith Marsh Charitable Trust give each year?
Alice Smith Marsh Charitable Trust gave $31K across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $42K across 9 grants.
What is Alice Smith Marsh Charitable Trust's typical grant size?
Alice Smith Marsh Charitable Trust's median grant in 2024 was $1,000, and its average grant was $4,386, across 7 grants on its 2024 IRS Form 990-PF.
Where does Alice Smith Marsh Charitable Trust give grants?
Alice Smith Marsh Charitable Trust gives mostly in North Carolina: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Monroe, NC (5 grants).
Does Alice Smith Marsh Charitable Trust give general operating support?
Yes: 100% of Alice Smith Marsh Charitable Trust's 2024 grants with a stated purpose (7 of 7) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Alice Smith Marsh Charitable Trust's largest grantees?
Alice Smith Marsh Charitable Trust's largest 2024 grantees include Union Co Public Library ($20,700), Second Harvest Food Bank of Metrolina ($4,000) and Marshville Museum & Cultural Center ($2,000), according to its 2024 IRS Form 990-PF. Together they received 87% of its itemized 2024 grant dollars.
How large is Alice Smith Marsh Charitable Trust?
Alice Smith Marsh Charitable Trust reported $298K in total assets on its 2024 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Alice Smith Marsh Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
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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