SMG Charitable Trust Inc is a private foundation focused on Human Services, based in LAKEWOOD RANCH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $39K in total assets. Net investment income was $4K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$39K
+12.4% YoY
Revenue
$4K
-37.9% YoY
Net Investment Income
$4K
+137.3% YoY
Expenses
$120
-99.0% YoY
About SMG Charitable Trust Inc
Based on IRS filings
SMG Charitable Trust Inc is a private foundation focused on Human Services, based in LAKEWOOD RANCH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $39K in total assets. Net investment income was $4K.
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 | $38,542 | $34,287 | $40,994 |
| Revenue | $4,375 | $7,047 | $11,075 |
| Expenses | $120 | $11,598 | $11,620 |
| Qualifying Distributions | — | $10,000 | $10,000 |
| Net Investment Income | $4,255 | $1,793 | $7,955 |
| Distributable Amount | $2,882 | $2,772 | $3,066 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| John Newsome | Director | 0.1 | — |
| G Joseph Harrison | Director | 0.1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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