Marguerite Carl Smith Foundation 230004
The Marguerite Carl Smith Foundation 230004 is a private foundation based in Williamsport, Pennsylvania. Its 2026 grants went primarily to Pennsylvania organizations, including colleges and universities for scholarships, as well as community organizations and libraries.
Marguerite Carl Smith Foundation 230004 at a glance
In short: Marguerite Carl Smith Foundation 230004 gave $151K across 18 grants in 2026 (avg $8K), mostly in Pennsylvania. 24% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $151,426
- +11.3% vs 2025
- Grants made (2026)
- 18
- +0.0% vs 2025
- Average grant
- $8,413
- +11.3% vs 2025
- Median grant
- $5,000
- Total assets
- $2,763,886
- +7.5% vs 2025
- New grantees (estimate)
- 24% first-time grantees (4 of 17, 2026; small sample)
- Primary geography
- Pennsylvania (98% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Marguerite Carl Smith Foundation 230004
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: Woodlands Bank 2450 E Third Street, Williamsport, PA 17701
Phone: (570) 320-2468
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Marguerite Carl Smith Foundation 230004 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Commonwealth University of Pennsylvania ($38K). Together the top 10 received $113K.
Organizations only. It also paid 1 individual scholarship ($10,000), which are not listed by name.
Grant Size Distribution
65 grants across all recorded years
The most common grant size was under $50K: 63 grants of 65 (97%).
Geographic Focus
Where this funder awards grants
In 2026, 98% of grant dollars went to recipients in Pennsylvania and 2% to recipients in New York.
Grant Distribution by State
Share of 2026 grant dollars across all 18 itemized grants.
States
Cities
Is Marguerite Carl Smith Foundation 230004 open to new grantees?
24%
first-time grantees, 2026
In 2026, 4 of 17 grantees (24%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $4K; repeat grants $10K. How we count
Medians: $5K first-time, $5K repeat.
- 76% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (+3%). Method
- In 2026 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $136K (2025) to $165K (2020). In 2026 it made 18 grants totaling $151K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Commonwealth University of Pennsylvania Bloomsburg, PA | Scholarships | $37,500 |
| Pennsylvania College of Technology Williamsport, PA | Scholarships | $20,000 |
| Penn State University University Park, PA | Scholarships | $18,426 |
| 1 individual scholarship Recipients not named | — | $10,000 |
| Lycoming College Williamsport, PA | Scholarships | $7,500 |
| Messiah University Mechanicsburg, PA | Scholarships/Grants | $5,000 |
| The Jersey Shore Public Library Jersey Shore, PA | General Purposes | $5,000 |
| Kutztown University Kutztown, PA | Scholarships | $5,000 |
| Slippery Rock University Hermitage, PA | Scholarships | $5,000 |
| Misericordia University Dallas, PA | Scholarships | $5,000 |
Ready to take the next step with Marguerite Carl Smith Foundation 230004?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $2,763,886 | $363,548 | $171,525 | $151,426 | 18 | $155,389 | $350,345 | $172,597 |
| 2025 | $2,571,866 | $202,458 | $155,956 | $136,000 | 18 | $136,400 | $186,228 | $156,586 |
| 2024 | $2,525,382 | $175,222 | $157,808 | $141,000 | 15 | $141,000 | $161,635 | $142,492 |
| 2023 | $2,507,956 | $165,088 | $168,349 | $146,750 | 7 | $146,750 | $152,094 | $137,300 |
| 2022 | $2,511,235 | $340,544 | $165,360 | $148,500 | 7 | $148,500 | $323,684 | $143,292 |
| 2021 | $2,336,051 | $206,920 | $161,769 | $141,000 | 8 | — | $186,151 | $144,729 |
| 2020 | $2,290,900 | $134,867 | $182,737 | $164,650 | 8 | — | $116,780 | $133,172 |
Under IRS private-foundation payout rules, Marguerite Carl Smith Foundation 230004 reported a distributable amount of $173K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No separate mission statement for the foundation is provided. Its 2026 grants show support for scholarships at colleges and universities, alongside general-purpose, library, and other charitable support.
Grantees describe a range of activities in their own missions. Pennsylvania College of Technology says its foundation secures support for hands-on technical education; Lycoming College describes its mission as providing a baccalaureate education in the liberal arts and sciences. The New Love Center says it serves food-insecure people in Pennsylvania with food, shelter, and clothing. The River Valley Regional YMCA describes programs in youth development, healthy living, and social responsibility. James V Brown Library says it provides public library resources and serves community members, especially children.
Grantmaking
In filing year 2026, the foundation reported 18 grants totaling $151,426. Grant amounts ranged from $2,500 to $37,500, with a median of $5,000. The largest grants included $37,500 to Commonwealth University of Pennsylvania for scholarships, $20,000 to Pennsylvania College of Technology for scholarships, and $18,426 to Penn State University for scholarships. Other reported grants included $7,500 to Lycoming College for scholarships and $5,000 each to Messiah University for scholarships/grants, the an individual recipient Public Library for general purposes, the River Valley Regional YMCA for general purposes, and James V Brown Library for a bookmobile.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Lee Smith, Lynne Smith, Randy Laird, Carl Barlett, Sharon Sutkins, Dawn Linn, and Angela Steele as individual trustees.
Marguerite Carl Smith Foundation 230004's 2026 filing lists 7 officers; none of the 7 officers listed in 2026 report compensation.
Officers on the 2026 filing
Carl Barlett
Individual Trustee
Trustee → Individual Trustee, 2023
On filings since 2020
1 hr/week
No compensation reported
Lee Smith
Individual Trustee
Trustee → Individual Trustee, 2023
On filings since 2020
1 hr/week
No compensation reported
Lynne Smith
Individual Trustee
Trustee → Individual Trustee, 2023
On filings since 2020
1 hr/week
No compensation reported
Randy Laird
Individual Trustee
Trustee → Individual Trustee, 2023
On filings since 2020
1 hr/week
No compensation reported
Sharon Sutkins
Individual Trustee
Trustee → Individual Trustee, 2023
On filings since 2020
1 hr/week
No compensation reported
Angela Steele
Individual Trustee
New on the 2026 filing
1 hr/week
No compensation reported
Dawn Linn
Individual Trustee
New on the 2026 filing
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Marguerite Carl Smith Foundation 230004
How much does Marguerite Carl Smith Foundation 230004 give each year?
Marguerite Carl Smith Foundation 230004 gave $151K across 18 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $136K across 18 grants.
What is Marguerite Carl Smith Foundation 230004's typical grant size?
Marguerite Carl Smith Foundation 230004's median grant in 2026 was $5,000, and its average grant was $8,413, across 18 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Marguerite Carl Smith Foundation 230004 that year got $4K on average.
Where does Marguerite Carl Smith Foundation 230004 give grants?
Marguerite Carl Smith Foundation 230004 gives mostly in Pennsylvania: 98% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Williamsport, PA (5 grants) and Jersey Shore, PA (3 grants).
Does Marguerite Carl Smith Foundation 230004 give general operating support?
Yes: 22% of Marguerite Carl Smith Foundation 230004's 2026 grants with a stated purpose (4 of 18) were for general or operating support, per its 2026 IRS Form 990-PF. Recurring purposes include "Scholarships" (10 grants).
Who are Marguerite Carl Smith Foundation 230004's largest grantees?
Marguerite Carl Smith Foundation 230004's largest 2026 grantees include Commonwealth University of Pennsylvania ($37,500), Pennsylvania College of Technology ($20,000) and Penn State University ($18,426), according to its 2026 IRS Form 990-PF. It also paid 1 individual scholarship ($10,000), which are not listed by name. Together they received 50% of its itemized 2026 grant dollars.
How large is Marguerite Carl Smith Foundation 230004?
Marguerite Carl Smith Foundation 230004 reported $2.8M in total assets on its 2026 IRS Form 990-PF. It paid out $155K in qualifying distributions that year, against a required minimum of $173K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Marguerite Carl Smith Foundation 230004 fund?
No separate mission statement for the foundation is provided. Its 2026 grants show support for scholarships at colleges and universities, alongside general-purpose, library, and other charitable support. See mission & focus areas ↑
How do I apply for a grant from Marguerite Carl Smith Foundation 230004?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Marguerite Carl Smith Foundation 230004's EIN?
Marguerite Carl Smith Foundation 230004's EIN (Employer Identification Number) is 23-2564406. IRS Form 990 filing data is available on this page for 2020–2026.
Does Marguerite Carl Smith Foundation 230004 accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 23, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Marguerite Carl Smith Foundation 230004 funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/marguerite-carl-smith-foundation-230004-morg_971be3b7eb2348b28605336058716d70
BibTeX
@misc{grantable_232564406_2026,
author = {{Grantable}},
title = {{Marguerite Carl Smith Foundation 230004 funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/marguerite-carl-smith-foundation-230004-morg_971be3b7eb2348b28605336058716d70},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Marguerite Carl Smith Foundation 230004's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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