Malcolm Smith Charitable Trust

BOSTON, MA EIN: 04-3133772

Malcolm Smith Charitable Trust is a private foundation focused on Religion, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $77K in total assets. In 2024, it awarded 1 grants totaling $4K. Net investment income was $8K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$77K

+4.9% YoY

Annual Giving

$4K

+10.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4K

+10.5% YoY

Under IRS private-foundation payout rules, Malcolm Smith Charitable Trust reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.

About Malcolm Smith Charitable Trust

Based on IRS filings

Focus Areas

Religion

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $20K (100%)

States

Massachusetts

Cities

Rowley

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$76,619	$73,073	$68,098
Revenue	$9,420	$11,674	$7,126
Expenses	$7,030	$6,457	$7,165
Qualifying Distributions	$5,463	$5,040	$5,765
Net Investment Income	$8,061	$10,343	$5,766
Distributable Amount	$5,246	$4,763	$4,959

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Congregational Church ($4,200).

Recipient	Purpose	Amount
FIRST CONGREGATIONAL CHURCH ROWLEY, MA	CHARITABLE	$4,200

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
EASTERN BANK	TRUSTEE	2	$261

Subject Areas

Focus areas based on grantmaking activity

Religion

Frequently Asked Questions

What is Malcolm Smith Charitable Trust?

Malcolm Smith Charitable Trust is a private foundation focused on Religion, based in BOSTON, MA. It holds $77K in total assets as of 2024.

How large is Malcolm Smith Charitable Trust?

As of 2024, Malcolm Smith Charitable Trust holds $77K in total assets with $9K in annual revenue. It awarded 1 grants totaling $4K in 2024.

Where does Malcolm Smith Charitable Trust operate?

Malcolm Smith Charitable Trust has awarded grants in Massachusetts.

What size grants does Malcolm Smith Charitable Trust award?

In 2024, Malcolm Smith Charitable Trust awarded 1 grants totaling $4K — an average of about $4K per grant, based on its IRS Form 990 filings.

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

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

What is Malcolm Smith Charitable Trust's EIN?

Malcolm Smith Charitable Trust's EIN (Employer Identification Number) is 04-3133772. IRS Form 990 filing data is available on this page for 2020–2024.