Nonprofit · EIN 59-3525908
SMG CHARITABLE TRUST INC
Tax-exempt · LAKEWOOD RCH, FL 34202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,375 | $120 | $4,255 | $38,542 | $3,000 | $35,542 |
| December 31, 2023 | 990-PF | $7,047 | $11,598 | -$4,551 | $34,287 | $3,000 | $31,287 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,485
- Net gain from sales of assets
- $2,890
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Excise tax on investment income
- $59
Balance sheet and other
- Total assets, start of year
- $34,287
- Total assets, end of year
- $38,542
- Total liabilities, end of year
- $3,000
- Net assets, end of year
- $35,542
- Fair market value of assets
- $59,707
- Net investment income
- $4,375
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 |
|---|---|---|---|
| John Newsome 9027 Town Center Parkway, Lakewood Ranch, FL 34202 | Director | 0.1 | $0 |
| G Joseph Harrison 9027 Town Center Parkway, Lakewood Ranch, FL 34202 | Director | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Newsome 9027 Town Center Parkway, Lakewood Ranch, FL 34202 | Director | 0.1 | $0 |
| G Joseph Harrison 9027 Town Center Parkway, Lakewood Ranch, FL 34202 | Director | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 9027 TOWN CENTER PKWY, LAKEWOOD RCH, FL 34202-4175
- In care of
- % SMG PROPERTY MANAGEMENT
- Signed the 990-PF
- John Newsome, Director
- Phone
- (941) 907-0099
- Return prepared by
- Weil Akman Baylin & Coleman PA
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
- 59-3525908
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P80)
- Assets (IRS master file)
- $38,542
- Income (IRS master file)
- $4,448
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,375 | $120 | $38,542 | XML |
| 990-PF | December 2023 | $7,047 | $11,598 | $34,287 | 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 publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about SMG CHARITABLE TRUST INC
- What is the EIN of SMG CHARITABLE TRUST INC?
- The employer identification number (EIN) of SMG CHARITABLE TRUST INC is 59-3525908.
- Is SMG CHARITABLE TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SMG CHARITABLE TRUST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SMG CHARITABLE TRUST INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SMG CHARITABLE TRUST INC 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 SMG CHARITABLE TRUST INC 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 SMG CHARITABLE TRUST INC?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does SMG CHARITABLE TRUST INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,375, expenses of $120 and total assets of $38,542 at year end.
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