Nonprofit · EIN 20-6948170
ALICE SMITH MARSH FOUNDATION
Also known as SMITH LARRY B JR TTEE
Tax-exempt · MARSHVILLE, NC 28103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $14,701 | $37,908 | -$23,207 | $297,752 | $0 | $297,752 |
| December 31, 2023 | 990-PF | -$3,303 | $51,312 | -$54,615 | $320,959 | $0 | $320,959 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $9,538
- Interest
- $127
- Net gain from sales of assets
- $5,036
Expenses
- Grants and similar amounts paid
- $30,700
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $30,700
- Excise tax on investment income
- $104
Balance sheet and other
- Total assets, start of year
- $320,959
- Total assets, end of year
- $297,752
- Total liabilities, end of year
- $0
- Net assets, end of year
- $297,752
- Fair market value of assets
- $403,692
- Qualifying distributions
- $30,700
- Net investment income
- $14,658
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY B SMITH JR 516 SOUTH ELM STREET, MARSHVILLE, NC 28103 | TRUSTEE | 5 | $0 |
| HARRIET HELMS SMITH 5015 CLUSTER BOX 50, MARSHVILLE, NC 28103 | TRUSTEE | 1 | $0 |
| H ALLISON SMITH 9232 VENDOME DRIVE, BETHESDA, MD 20817 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY B SMITH JR 516 SOUTH ELM STREET, MARSHVILLE, NC 28103 | TRUSTEE | 5 | $2,000 |
| HARRIET HELMS SMITH 5015 CLUSTER BOX 50, MARSHVILLE, NC 28103 | TRUSTEE | 1 | $800 |
| H ALLISON SMITH 9232 VENDOME DRIVE, BETHESDA, MD 20817 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 516 S ELM ST, MARSHVILLE, NC 28103-9100
- Signed the 990-PF
- LARRY B SMITH JR, TRUSTEE
- Phone
- (704) 289-5168
- Return prepared by
- Murray Group CPA PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6948170
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $297,752
- Income (IRS master file)
- $14,701
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $14,701 | $37,908 | $297,752 | XML |
| 990-PF | December 2023 | -$3,303 | $51,312 | $320,959 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-6948170).
Questions about ALICE SMITH MARSH FOUNDATION
- What is the EIN of ALICE SMITH MARSH FOUNDATION?
- The employer identification number (EIN) of ALICE SMITH MARSH FOUNDATION is 20-6948170.
- Is ALICE SMITH MARSH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to ALICE SMITH MARSH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALICE SMITH MARSH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALICE SMITH MARSH FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALICE SMITH MARSH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ALICE SMITH MARSH FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does ALICE SMITH MARSH FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $14,701, expenses of $37,908 and total assets of $297,752 at year end.
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