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Nonprofit · EIN 56-6048318

MARVIN B SMITH JR MEMORIAL SCHOLARSHIPS TRUST

Tax-exempt · GREENSBORO, NC 27408

Financials

$43K$85K2023$61K$79K2023$59K$64K2024$1.2M$75K2025
Revenue Expenses · by fiscal year end
Financials of MARVIN B SMITH JR MEMORIAL SCHOLARSHIPS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$1,214,581$74,621$1,139,960$1,927,943$0$1,927,943
June 30, 2025990-PF$59,157$64,262-$5,105$787,983$0$787,983
June 30, 2024990-PF$61,037$79,094-$18,057$793,088$0$793,088
June 30, 2023990-PF$42,865$84,779-$41,914$811,145$0$811,145
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Dividends
$38,694
Net gain from sales of assets
$1,175,887

Expenses

Grants and similar amounts paid
$60,000
Compensation of officers, directors and key employees
$13,151
Disbursements for charitable purposes
$62,800
Excise tax on investment income
$16,287

Balance sheet and other

Total assets, start of year
$787,983
Total assets, end of year
$1,927,943
Total liabilities, end of year
$0
Net assets, end of year
$1,927,943
Fair market value of assets
$2,008,733
Qualifying distributions
$62,800
Net investment income
$1,182,903

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 June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
TRUST COMPANY OF THE SOUTH
800 GREEN VALLEY RD STE 304, GREENSBORO, NC 27408
TRUSTEE0$13,151
990-PF for the year ended June 30, 2025: 1 people
NameTitleHours / weekCompensation
TRUST COMPANY OF THE SOUTH
800 GREEN VALLEY RD STE 304, GREENSBORO, NC 27408
TRUSTEE0$11,786
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
TRUST COMPANY OF THE SOUTH
800 GREEN VALLEY RD STE 304, GREENSBORO, NC 27408
TRUSTEE0$9,358
990-PF for the year ended June 30, 2023: 1 people
NameTitleHours / weekCompensation
TRUST COMPANY OF THE SOUTH MITCHELL PAUL
800 GREEN VALLEY RD STE 304, GREENSBORO, NC 27408
TRUSTEE0$4,439

Address and contacts

Address (IRS master file)
800 GREEN VALLEY RD STE 304, GREENSBORO, NC 27408-7030
In care of
% TRUST COMPANY OF THE SOUTH
Signed the 990-PF
TRUST COMPANY OF THE SOUTH, TRUSTEE
Phone
(336) 538-1000
Return prepared by
STOUT STUART MCGOWEN & KING LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
56-6048318
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
1961
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$787,983
Income (IRS master file)
$73,812

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$1,214,581$74,621$1,927,943XML
990-PFJune 2025$59,157$64,262$787,983XML
990-PFJune 2024$61,037$79,094$793,088XML
990-PFJune 2023$42,865$84,779$811,145XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990December 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 56-6048318).

Questions about MARVIN B SMITH JR MEMORIAL SCHOLARSHIPS TRUST

What is the EIN of MARVIN B SMITH JR MEMORIAL SCHOLARSHIPS TRUST?
The employer identification number (EIN) of MARVIN B SMITH JR MEMORIAL SCHOLARSHIPS TRUST is 56-6048318.
Is MARVIN B SMITH JR MEMORIAL SCHOLARSHIPS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
Are donations to MARVIN B SMITH JR MEMORIAL SCHOLARSHIPS TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARVIN B SMITH JR MEMORIAL SCHOLARSHIPS TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of MARVIN B SMITH JR MEMORIAL SCHOLARSHIPS TRUST due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARVIN B SMITH JR MEMORIAL SCHOLARSHIPS TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of MARVIN B SMITH JR MEMORIAL SCHOLARSHIPS TRUST?
The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $13,151 (TRUST COMPANY OF THE SOUTH, TRUSTEE).
How much revenue does MARVIN B SMITH JR MEMORIAL SCHOLARSHIPS TRUST have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $1,214,581, expenses of $74,621 and total assets of $1,927,943 at year end.

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