Alice Smith Marsh Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Alice Smith Marsh Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 20-6948170

Foundation Overview

Based in Marshville, NC, Alice Smith Marsh Charitable Trust has awarded 90 grants totaling $367,445 to organizations in North Carolina and South Carolina. Individual grants range from $100 to $27,400, with a median award of $2,000.

Latest Tax Year
2024
Total Giving (all years)
$367,445
Total Assets
$403,692
Median Grant (all grants)
$2,000

Latest Form 990-PF Snapshot

Total Grants
14
Median Grant
$1,000
% Median Grant Decline
-50% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 14 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
North Carolina

97% of all grants are concentrated in North Carolina, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within North Carolina, funding concentrates in Monroe (56%), Marshville (20%), Charlotte (10%).

Funding Trajectory
-37%

Declining funding trend with 37% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Community Projects

Highly focused on community projects with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Alice Smith Marsh Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Healthquest Of Union County $1,000 Monroe, NC, US General Support 2024
Help Pregnancy $1,000 Monroe, NC, US General Support 2024
Marshville Museum & Cultural Center $2,000 Marshville, NC, US General Support 2024
Second Harvest Food Bank Of Metrolina $4,000 Charlotte, NC, US General Support 2024
Turning Point $1,000 Monroe, NC, US General Support 2024
Union Co Public Library $20,700 Monroe, NC, US General Support 2024
Union County Community Shelter $1,000 Monroe, NC, US General Support 2024
Healthquest Of Union County $1,000 Monroe, NC, US General Support 2024
Help Pregnancy $1,000 Monroe, NC, US General Support 2024
Marshville Museum & Cultural Center $2,000 Marshville, NC, US General Support 2024
Second Harvest Food Bank Of Metrolina $4,000 Charlotte, NC, US General Support 2024
Turning Point $1,000 Monroe, NC, US General Support 2024
Union Co Public Library $20,700 Monroe, NC, US General Support 2024
Union County Community Shelter $1,000 Monroe, NC, US General Support 2024
Austin Grove Baptist Church $9,300 Marshville, NC, US General Support 2023
Healthquest Of Union County $1,000 Monroe, NC, US General Support 2023
Help Pregnancy $1,000 Monroe, NC, US General Support 2023
Marshville Museum & Cultural Center $2,000 Marshville, NC, US General Support 2023
Second Harvest Food Bank Of Metrolina $4,000 Charlotte, NC, US General Support 2023
Turning Point $1,000 Monroe, NC, US General Support 2023
Union Co Public Library $17,500 Monroe, NC, US General Support 2023
Union County Community Shelter $1,000 Monroe, NC, US General Support 2023
Friends Of Marshville Veterans Memorial $5,000 Marshville, NC, US General Support 2023
Austin Grove Baptist Church $9,300 Marshville, NC, US General Support 2023
Healthquest Of Union County $1,000 Monroe, NC, US General Support 2023
Help Pregnancy $1,000 Monroe, NC, US General Support 2023
Marshville Museum & Cultural Center $2,000 Marshville, NC, US General Support 2023
Second Harvest Food Bank Of Metrolina $4,000 Charlotte, NC, US General Support 2023
Turning Point $1,000 Monroe, NC, US General Support 2023
Union Co Public Library $17,500 Monroe, NC, US General Support 2023
Union County Community Shelter $1,000 Monroe, NC, US General Support 2023
Friends Of Marshville Veterans Memorial $5,000 Marshville, NC, US General Support 2023
Austin Grove Baptist Church $9,300 Marshville, NC, US General Support 2022
Healthquest Of Union County $1,000 Monroe, NC, US General Support 2022
Help Pregnancy $1,000 Monroe, NC, US General Support 2022
Second Harvest Food Bank Of Metrolina $4,000 Charlotte, NC, US General Support 2022
Turning Point $1,000 Monroe, NC, US General Support 2022
Union Co Public Library $13,890 Monroe, NC, US General Support 2022
Union County Community Shelter $1,000 Monroe, NC, US General Support 2022
Marshville Museum & Cultural Center $2,000 Marshville, NC, US General Support 2022
Austin Grove Baptist Church $9,300 Marshville, NC, US General Support 2022
Healthquest Of Union County $1,000 Monroe, NC, US General Support 2022
Help Pregnancy $1,000 Monroe, NC, US General Support 2022
Second Harvest Food Bank Of Metrolina $4,000 Charlotte, NC, US General Support 2022
Turning Point $1,000 Monroe, NC, US General Support 2022
Union Co Public Library $13,890 Monroe, NC, US General Support 2022
Union County Community Shelter $1,000 Monroe, NC, US General Support 2022
Marshville Museum & Cultural Center $2,000 Marshville, NC, US General Support 2022
Appalachian State University $2,500 Boone, NC, US General Support 2021
Austin Grove Baptist Church $8,600 Marshville, NC, US General Support 2021
East Carolina University $2,500 Greenville, NC, US General Support 2021
Healthquest Of Union County $1,000 Monroe, NC, US General Support 2021
Help Pregnancy $1,000 Monroe, NC, US General Support 2021
Second Harvest Food Bank Of Metrolina $3,000 Charlotte, NC, US General Support 2021
South Piedmont Community College $2,500 Polkton, NC, US General Support 2021
Turning Point $1,000 Monroe, NC, US General Support 2021
Union Co Public Library $13,815 Monroe, NC, US General Support 2021
Union County Community Shelter $1,000 Monroe, NC, US General Support 2021
Union County Crisis Assistance Ministry $1,000 Monroe, NC, US General Support 2021
Appalachian State University $2,500 Boone, NC, US General Support 2020
Austin Grove Baptist Church $3,700 Marshville, NC, US General Support 2020
East Carolina University $2,500 Greenville, NC, US General Support 2020
Healthquest Of Union County $1,000 Monroe, NC, US General Support 2020
Help Pregnancy $1,000 Monroe, NC, US General Support 2020
Town Of Marshville $4,000 Marshville, NC, US General Support 2020
South Piedmont Community College $2,500 Polkton, NC, US General Support 2020
Second Harvest Food Bank Of Metrolina $1,000 Charlotte, NC, US General Support 2020
Turning Point $1,000 Monroe, NC, US General Support 2020
Union Co Public Library $8,000 Monroe, NC, US General Support 2020
Union County Community Shelter $1,000 Monroe, NC, US General Support 2020
Union County Crisis Assistance Ministry $1,000 Monroe, NC, US General Support 2020
University Of Sc $1,250 Columbia, SC, US General Support 2020
Austin Grove Baptist Church $4,000 Marshville, NC, US General Support 2018
East Carolina University $1,250 Greenville, NC, US General Support 2018
Pegg's Recreation Inc $27,400 Mooresville, NC, US General Support 2018
Nc State University $1,250 Raleigh, NC, US General Support 2018
Unc-chapel Hill $2,500 Chapel Hill, NC, US General Support 2018
University Of Sc $2,500 Columbia, SC, US General Support 2018
Union County Community Shelter $100 Monroe, NC, US General Support 2018
Austin Grove Baptist Church $10,000 Marshville, NC, US General Support 2017
Healthquest $1,000 Monroe, NC, US General Support 2017
Help Crisis Pregnancy $1,000 Monroe, NC, US General Support 2017
Nc State University $2,500 Raleigh, NC, US General Support 2017
Second Harvest Foodbank $1,000 Charlotte, NC, US General Support 2017
Turning Point $1,000 Monroe, NC, US General Support 2017
Unc Chapel Hill $2,500 Chapel Hill, NC, US General Support 2017
Union County Crisis Assistance Ministry $21,200 Monroe, NC, US General Support 2017
Union County Library Foundation $5,000 Monroe, NC, US General Support 2017
University Of Sc $2,500 Columbia, SC, US General Support 2017
Union County Community Shelter $1,000 Monroe, NC, US General Support 2017

Foundations Similar to Alice Smith Marsh Charitable Trust

Discover 5 foundations with comparable assets ($389,086-$417,263), similar grant patterns, and geographic focus in NC that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 56-1901127 | 53 grants awarded
$403,762
(≈ Similar)
$2,500
median grant
Winstonsalem, NC
Same state
100%
Excellent match

EIN: 20-1117535 | 38 grants awarded
$415,230
(≈ Similar)
$4,000
median grant
Morehead City, NC
Same state
99%
Excellent match

EIN: 47-4597320 | 53 grants awarded
$417,079
(≈ Similar)
$2,500
median grant
Durham, NC
Same state
98%
Excellent match

EIN: 81-4249813 | 101 grants awarded
$417,263
(≈ Similar)
$1,691
median grant
Winstonsalem, NC
Same state
98%
Excellent match

EIN: 56-6128334 | 62 grants awarded
$389,086
(≈ Similar)
$2,500
median grant
Wadesboro, NC
Same state
98%
Excellent match

Contact Information

Official contact details for Alice Smith Marsh Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 20-6948170
Website N/A
Address 516 S ELM ST Marshville, NC 28103-9100

Key People (3)

Board members, trustees, and key staff who oversee Alice Smith Marsh Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Larry B Smith Jr
Trustee Harriet Helms Smith
Trustee H Allison Smith

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Alice Smith Marsh Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.