Marguerite Carl Smith Foundation

Foundation · Grantmaker Williamsport, PA EIN: 23-2564406

The Marguerite Carl Smith Foundation is a private foundation based in Pennsylvania that provides grants to educational institutions, libraries, and youth organizations. The foundation does not accept unsolicited applications.

Key facts about Marguerite Carl Smith Foundation

EIN: 23-2564406
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $136,000
Grants made (2025): 18
Average grant: $7,556
Median grant: $5,000
New grantees (estimate): 17% first-time grantees (3 of 18, 2025)
Total assets: $2,571,866
Primary geography: Pennsylvania (94% of itemized 2025 grant dollars)
Accepts unsolicited proposals: No
How to apply: The foundation does not accept unsolicited applications. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Marguerite Carl Smith Foundation funds

By grant dollars, the top recipient states for Marguerite Carl Smith Foundation's 18 itemized 2025 grants were Pennsylvania (94%) and Ohio (6%). The most frequent recipient cities were Williamsport, PA (4 grants), Jersey Shore, PA (4 grants) and Bloomsburg, PA (2 grants). 17% of grants with a stated purpose were for general or operating support. Recurring purposes include "Scholarships" (9 grants).

Is Marguerite Carl Smith Foundation open to new grantees?

17%

first-time grantees, 2025

In 2025, 3 of 18 grantees (17%) were first-time recipients. First grants averaged $6K; repeat grants $8K. How we count

Medians: $5K first-time, $5K repeat.

83% of 2025 grantees were also funded in 2024. Method
Giving held roughly steady from 2022 to 2025 (−8%). Method
In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with Marguerite Carl Smith Foundation

How to evaluate Marguerite Carl Smith Foundation as a funder
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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.6M

+1.8% YoY

Annual Giving

$136K

-3.5% YoY

Grant Count

+20.0% YoY

Avg Grant Size

$8K

-19.6% YoY

Under IRS private-foundation payout rules, Marguerite Carl Smith Foundation reported a distributable amount of $157K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Grantmaking

Grant Range

$5,000

How to Apply

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Pennsylvania, with particular concentration in the central Pennsylvania region including Williamsport, Jersey Shore, Bloomsburg, and surrounding areas.

Grant Distribution by State

Pennsylvania $129K (94%)

Ohio $8K (6%)

Share of all 18 itemized 2025 grant dollars.

States

Ohio Pennsylvania

Cities

Jersey ShoreWilliamsportBloomsburgDallasElizabethtownGrove CityHermitageUniversity ParkCedarvilleMechanicsburgPittsburgh

Financial History

Multi-year comparison from IRS filings

Total Assets (2024): $2.5 million
Total Assets (2023): $2.5 million
Total Assets (2022): $2.5 million
Total Assets (2021): $2.3 million
Total Assets (2020): $2.3 million

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$2,571,866	$2,525,382	$2,507,956
Revenue	$202,458	$175,222	$165,088
Expenses	$155,956	$157,808	$168,349
Qualifying Distributions	$136,400	$141,000	$146,750
Net Investment Income	$186,228	$161,635	$152,094
Distributable Amount	$156,586	$142,492	$137,300

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2025

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Grant Size Distribution

55 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Commonwealth University of Pennsylvania ($33,750), Pennsylvania College of Technology ($15,000), Passhe Commonwealth University of Pennsy ($13,750).

Recipient	Purpose	Amount
COMMONWEALTH UNIVERSITY OF PENNSYLVANIA Bloomsburg, PA	SCHOLARSHIPS	$33,750
PENNSYLVANIA COLLEGE OF TECHNOLOGY Williamsport, PA	SCHOLARSHIPS	$15,000
PASSHE COMMONWEALTH UNIVERSITY OF PENNSY Bloomsburg, PA	SCHOLARSHIPS	$13,750
PENN STATE UNIVERSITY University Park, PA	SCHOLARSHIPS	$7,500
CEDARVILLE UNIVERSITY Cedarville, OH	SCHOLARSHIPS/GRANTS	$7,500
ELIZABETHTOWN COLLEGE Elizabethtown, PA	SCHOLARSHIPS	$5,000
MESSIAH UNIVERSITY Mechanicsburg, PA	SCHOLARSHIPS/GRANTS	$5,000
THE JERSEY SHORE PUBLIC LIBRARY Jersey Shore, PA	GENERAL PURPOSES	$5,000
SLIPPERY ROCK UNIVERSITY Hermitage, PA	SCHOLARSHIPS	$5,000
MISERICORDIA UNIVERSITY Dallas, PA	SCHOLARSHIPS	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2025 IRS filing

Name	Title	Hours	Compensation
Lee Smith	Individual Trustee	1	—
Lynne Smith	Individual Trustee	1	—
Randy Laird	Individual Trustee	1	—
Carl Barlett	Individual Trustee	1	—
Sharon Sutkins	Individual Trustee	1	—

Recent Grant Recipients (2024)

Recent developments and announcements

Pennsylvania College of Technology: $23,000 (Scholarships)

Commonwealth University of Pennsylvania: $18,000 (Scholarships)

Misericordia University: $15,000 (Scholarships)

Elizabethtown College: $5,000 (Scholarships)

Slippery Rock University: $5,000 (Scholarships)

Jersey Shore YMCA: $4,000 (Youth Activities)

Jersey Shore Public Library: $4,000 (General Purposes)

Lycoming College: (Scholarships)

Frequently Asked Questions

How do I apply for a grant from Marguerite Carl Smith Foundation?

The foundation does not accept unsolicited applications. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

Where does Marguerite Carl Smith Foundation make grants?

The foundation primarily funds organizations in Pennsylvania, with particular concentration in the central Pennsylvania region including Williamsport, Jersey Shore, Bloomsburg, and surrounding areas.

What size grants does Marguerite Carl Smith Foundation award?

In 2025, Marguerite Carl Smith Foundation awarded 18 grants totaling $136K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Marguerite Carl Smith Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Marguerite Carl Smith Foundation reported a distributable amount of $157K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Marguerite Carl Smith Foundation's EIN?

Marguerite Carl Smith Foundation's EIN (Employer Identification Number) is 23-2564406. IRS Form 990 filing data is available on this page for 2020–2025.