Thomas Marion & Ruth Tr Fbo Smhc

PORTLAND, ME EIN: 01-6072828

Thomas Marion & Ruth Tr Fbo Smhc is a private foundation, based in PORTLAND, ME. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 1 grants totaling $140K. Net investment income was $195K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.7M

+3.1% YoY

Annual Giving

$140K

+21.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$140K

+21.8% YoY

Under IRS private-foundation payout rules, Thomas Marion & Ruth Tr Fbo Smhc reported a distributable amount of $136K for 2025 — the minimum it must pay out in qualifying distributions.

About Thomas Marion & Ruth Tr Fbo Smhc

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maine $592K (100%)

States

Maine

Cities

Sanford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,659,775	$1,610,320	$1,636,802
Revenue	$205,093	$101,951	$305,441
Expenses	$151,649	$132,453	$133,588
Qualifying Distributions	$142,903	$117,335	$125,050
Net Investment Income	$194,819	$94,107	$297,889
Distributable Amount	$135,561	$127,604	$112,277

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Southern Maine Health Care ($139,895).

Recipient	Purpose	Amount
SOUTHERN MAINE HEALTH CARE SANFORD, ME	SUPPORT HOSPITAL	$139,895

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
HM PAYSON CO	TRUSTEE	1	$10,431

Frequently Asked Questions

How large is Thomas Marion & Ruth Tr Fbo Smhc?

As of 2025, Thomas Marion & Ruth Tr Fbo Smhc holds $1.7M in total assets with $205K in annual revenue. It awarded 1 grants totaling $140K in 2025.

Where does Thomas Marion & Ruth Tr Fbo Smhc operate?

Thomas Marion & Ruth Tr Fbo Smhc has awarded grants in Maine.

What size grants does Thomas Marion & Ruth Tr Fbo Smhc award?

In 2025, Thomas Marion & Ruth Tr Fbo Smhc awarded 1 grants totaling $140K — an average of about $140K per grant, based on its IRS Form 990 filings.

How much is Thomas Marion & Ruth Tr Fbo Smhc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Thomas Marion & Ruth Tr Fbo Smhc reported a distributable amount of $136K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Thomas Marion & Ruth Tr Fbo Smhc's EIN?

Thomas Marion & Ruth Tr Fbo Smhc's EIN (Employer Identification Number) is 01-6072828. IRS Form 990 filing data is available on this page for 2021–2025.