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North Carolina · Private foundation

Alice Smith Marsh Charitable Trust

Its FY2024 filing reports that it accepted unsolicited grant applications.

$31k
Granted FY2024(still arriving)
7
Grants FY2024
9
Organizations funded FY2023
11%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$1,000
Largest grant, FY2024
$20,700
Organizations funded a year
7 to 13
FY2017 to FY2023
States reached, FY2024
1
Total assets, FY2024
$298k
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 11% of the organizations Alice Smith Marsh Charitable Trust funded were first-time grantees, receiving 12% of its grant dollars.

New vs renewed · share of each year

In FY2023, 88% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
Food & NutritionHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving7$31k0%
FY20239$42k11%
FY20228$33k0%
FY202111$38k0%
FY202013$30k15%
FY201913$59k46%
FY20187$39k29%
FY201711$49kn/a
90% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$136kReligion$50kHuman Services$33kRecreation & Sports$27kArts & Culture$25kFood & Nutrition$21kHousing & Shelter$8kHealth$8kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Union County Crisis Assistance Ministry Inc$25,20043%
Second Harvest Food Bank of Metrolina Inc$20,00060%
Marshville Museum and Cultural Center$19,5004n/a
Union County Community Shelter$8,10080%
Turning Point Inc$8,00070%
Nc State University$7,5003n/a
Healthquest of Union County$7,00060%
University of North Carolina at Chapel Hill$5,0002n/a
Union County Library Foundation Inc$5,0001n/a

Plus 13 recipients with no EIN on record ($215k), not named here.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

James R and Bronnie L Braswell Trust George C Bower Jr TrusteeNC15.8× affinity5 shared granteesties to 4 of 4Hover any node to trace its alignments.Compare side by side →

Open a dossier: James R and Bronnie L Braswell Trust George C Bower Jr Trustee · Merancas Foundation Inc · The Leon Levine Foundation · United Way of Greater Charlotte Inc · Foundation for the Carolinas

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Alice Smith Marsh Charitable Trust with peer funders

About Alice Smith Marsh Charitable Trust

How much does Alice Smith Marsh Charitable Trust give?
Alice Smith Marsh Charitable Trust reported 7 grants totaling $30,700 in its FY2024 IRS filing. It funded between 7 and 13 organizations a year over FY2017 to FY2023.
What does Alice Smith Marsh Charitable Trust fund?
By grant dollars over FY2017 to FY2024, its largest causes are Education (43%), Religion (16%), Human Services (10%).
Who are Alice Smith Marsh Charitable Trust's largest grantees?
By total granted over FY2017 to FY2024: Union County Crisis Assistance Ministry Inc ($25k), Second Harvest Food Bank of Metrolina Inc ($20k), Marshville Museum and Cultural Center ($20k).
Does Alice Smith Marsh Charitable Trust fund new organizations?
In FY2023, 11% of the organizations it funded were first-time grantees.
Does Alice Smith Marsh Charitable Trust accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Alice Smith Marsh Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include James R and Bronnie L Braswell Trust George C Bower Jr Trustee, Merancas Foundation Inc, The Leon Levine Foundation.
Where is Alice Smith Marsh Charitable Trust based?
Alice Smith Marsh Charitable Trust is based in NC.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 22 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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