Nonprofit · EIN 23-2564406
MARGUERITE CARL SMITH FOUNDATION CHARITABLE SERVICES GROUP NC 1159
Tax-exempt · WILLIAMSPORT, PA 17701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $363,548 | $171,525 | $192,023 | $2,763,886 | $0 | $2,763,886 |
| May 31, 2025 | 990-PF | $202,458 | $155,956 | $46,502 | $2,571,866 | $0 | $2,571,866 |
| May 31, 2024 | 990-PF | $175,222 | $157,808 | $17,414 | $2,525,382 | $0 | $2,525,382 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $103,110
- Net gain from sales of assets
- $260,438
Expenses
- Grants and similar amounts paid
- $151,426
- Disbursements for charitable purposes
- $155,389
- Excise tax on investment income
- $4,870
Balance sheet and other
- Total assets, start of year
- $2,571,866
- Total assets, end of year
- $2,763,886
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,763,886
- Fair market value of assets
- $3,947,877
- Qualifying distributions
- $155,389
- Net investment income
- $363,548
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE SMITH 11 MONROE STREET, ENFIELD, CT 06082 | INDIVIDUAL TRUSTEE | 1 | $0 |
| LYNNE SMITH 6138 CINNAMON COURT, ALEXANDRIA, VA 22310 | INDIVIDUAL TRUSTEE | 1 | $0 |
| RANDY LAIRD 997 RAILROAD STREET, JERSEY SHORE, PA 17740 | INDIVIDUAL TRUSTEE | 1 | $0 |
| CARL BARLETT 500 GRAMPIAN BLVD, WILLIAMSPORT, PA 17701 | INDIVIDUAL TRUSTEE | 1 | $0 |
| SHARON SUTKINS 160 CAREY HILL ROAD, MONTOURSVILLE, PA 17754 | INDIVIDUAL TRUSTEE | 1 | $0 |
| DAWN LINN 349 TURKEY BOTTOM ROAD, MUNCY, PA 17756 | INDIVIDUAL TRUSTEE | 1 | $0 |
| ANGELA STEELE 1625 MAYBEE HILL ROAD, WILLIAMSPORT, PA 17701 | INDIVIDUAL TRUSTEE | 1 | $0 |
990-PF for the year ended May 31, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE SMITH 11 MONROE STREET, ENFIELD, CT 06082 | INDIVIDUAL TRUSTEE | 1 | $0 |
| LYNNE SMITH 6138 CINNAMON COURT, ALEXANDRIA, VA 22310 | INDIVIDUAL TRUSTEE | 1 | $0 |
| RANDY LAIRD 997 RAILROAD STREET, JERSEY SHORE, PA 17740 | INDIVIDUAL TRUSTEE | 1 | $0 |
| CARL BARLETT 500 GRAMPIAN BLVD, WILLIAMSPORT, PA 17701 | INDIVIDUAL TRUSTEE | 1 | $0 |
| SHARON SUTKINS 160 CAREY HILL ROAD, MONTOURSVILLE, PA 17754 | INDIVIDUAL TRUSTEE | 1 | $0 |
990-PF for the year ended May 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE SMITH 11 MONROE STREET, ENFIELD, CT 06082 | INDIVIDUAL TRUSTEE | 1 | $0 |
| LYNNE SMITH 6138 CINNAMON COURT, ALEXANDRIA, VA 22310 | INDIVIDUAL TRUSTEE | 1 | $0 |
| RANDY LAIRD 997 RAILROAD STREET, JERSEY SHORE, PA 17740 | INDIVIDUAL TRUSTEE | 1 | $0 |
| CARL BARLETT 500 GRAMPIAN BLVD, WILLIAMSPORT, PA 17701 | INDIVIDUAL TRUSTEE | 1 | $0 |
| SHARON SUTKINS 160 CAREY HILL ROAD, MONTOURSVILLE, PA 17754 | INDIVIDUAL TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- WOODLANDS BANK 2450 E THIRD STREET, WILLIAMSPORT, PA 17701-0000
- In care of
- % WOODLANDS BANK
- Signed the 990-PF
- SHARON SUTKINS, CO-TRUSTEE
- Phone
- (570) 320-2468
- Return prepared by
- FIDUCIARY TAX SERVICES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-2564406
- 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
- 1989
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,763,886
- Income (IRS master file)
- $1,057,769
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $363,548 | $171,525 | $2,763,886 | XML |
| 990-PF | May 2025 | $202,458 | $155,956 | $2,571,866 | XML |
| 990-PF | May 2024 | $175,222 | $157,808 | $2,525,382 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | 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 23-2564406).
Questions about MARGUERITE CARL SMITH FOUNDATION CHARITABLE SERVICES GROUP NC 1159
- What is the EIN of MARGUERITE CARL SMITH FOUNDATION CHARITABLE SERVICES GROUP NC 1159?
- The employer identification number (EIN) of MARGUERITE CARL SMITH FOUNDATION CHARITABLE SERVICES GROUP NC 1159 is 23-2564406.
- Is MARGUERITE CARL SMITH FOUNDATION CHARITABLE SERVICES GROUP NC 1159 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to MARGUERITE CARL SMITH FOUNDATION CHARITABLE SERVICES GROUP NC 1159 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGUERITE CARL SMITH FOUNDATION CHARITABLE SERVICES GROUP NC 1159 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGUERITE CARL SMITH FOUNDATION CHARITABLE SERVICES GROUP NC 1159 due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARGUERITE CARL SMITH FOUNDATION CHARITABLE SERVICES GROUP NC 1159 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of MARGUERITE CARL SMITH FOUNDATION CHARITABLE SERVICES GROUP NC 1159?
- The 990-PF for the year ended May 31, 2026 lists 7 people; 0 received compensation from the organization.
- How much revenue does MARGUERITE CARL SMITH FOUNDATION CHARITABLE SERVICES GROUP NC 1159 have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $363,548, expenses of $171,525 and total assets of $2,763,886 at year end.
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