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· Private foundation

Alice Smith Marsh Charitable Trust

Its FY2024 filing reports that it accepted unsolicited grant applications.

$31k
Granted FY2024still arriving
7
Grants FY2024still arriving
1
States reached
$21k
Largest
01What it funds
0190% 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
02FY2024 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k6 grants · $10k
  • $10k–50k1 grant · $21k
$1,000
Median grant
1
States reached
$298k
Total assets
Largest grants
RecipientAmount
UNION CO PUBLIC LIBRARY$20,700
SECOND HARVEST FOOD BANK OF METROLINA$4,000
MARSHVILLE MUSEUM & CULTURAL CENTER$2,000
TURNING POINT$1,000
HEALTHQUEST OF UNION COUNTY$1,000
Individual grant recipient$1,000
UNION COUNTY COMMUNITY SHELTER$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $40k) land where the poverty rate runs at 7%, against an area that typically sits at 7%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%UNION COUNTY COMMUNITY SHELTER: $1k → 7%UNION COUNTY CRISIS ASSISTANCE MINISTRY: $21k → 7%UNION COUNTY COMMUNITY SHELTER: $2k → 7%TURNING POINT: $2k → 7%UNION COUNTY CRISIS ASSISTANCE MINISTRY: $2k → 7%TURNING POINT: $1k → 7%UNION COUNTY COMMUNITY SHELTER: $1k → 7%TURNING POINT: $1k → 7%UNION COUNTY CRISIS ASSISTANCE MINISTRY: $1k → 7%UNION COUNTY COMMUNITY SHELTER: $1k → 7%UNION COUNTY CRISIS ASSISTANCE MINISTRY: $1k → 7%TURNING POINT: $1k → 7%TURNING POINT: $1k → 7%UNION COUNTY COMMUNITY SHELTER: $1k → 7%TURNING POINT: $1k → 7%UNION COUNTY COMMUNITY SHELTER: $1k → 7%UNION COUNTY COMMUNITY SHELTER: $1k → 7%UNION COUNTY COMMUNITY SHELTER: $100 → 7%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

86%of every dollar goes to organizations it has funded before.
$276k · 15 repeat orgs$44k to everyone else

15 repeat relationships: 7 still active in FY2024, 8 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

15
7

Total granted

$276k
$44k

Median revenue growth · since first grant

-35%
+8%

Still filing today

33%
14%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
Human ServicesFood & 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.

Backed again, and grew

  • UC
    UNION CO PUBLIC LIBRARY
    6× · 2019–2024 · $88k
  • AG
    AUSTIN GROVE BAPTIST CHURCH
    7× · 2017–2023 · $50k
  • UC
    UNION COUNTY CRISIS ASSISTANCE MINISTRY INC
    4× · 2017–2021 · $25k · revenue -35%

Funded once

  • PR
    PEGG'S RECREATION INC
    one grant, 2018 · $27k
  • FO
    FRIENDS OF MARSHVILLE VETERANS MEMORIAL
    one grant, 2023 · $5k
  • UC
    Union County Library Foundation Inc
    one grant, 2017 · $5k · revenue +8%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Union County Community Action Inc

The purpose is to provide educational, employment and financial assistance to low income residents of union, anson and richmond counties, n.c.

Human Services
2
Union College

Offer a college experience including education, housing, & associated programs in lincoln, ne.

Education
3
Union College

Union college is a private liberal arts college affiliated with the united methodist church

Education
4
Union University

Union University provides Christ-centered education that promotes excellence and character development in service to church and society.

Education
5
Union County Health and Wellness

Collaboratively improve regional health and healthcare.

Health
6
Monroe-Union County Community

To help all union county nc residents gain access to affordable housing, decent jobs, and to develop a sense of security.

Housing & Shelter
7
Council On Aging in Union County

To provide support programs for older adults in union county, north carolina.

—
8
University of Mount Union

With 54 undergrad majors and 60 minors to choose from, as well as master's and doctoral programs, university of mount union offers a wide array of academic courses.

Education
9
Union County Chamber of Commerce

Union county chamber of commerce's mission or most significant acitivity is to provide services to the industrial and agricultural communities as well as the general public of union county.

—
10
Union General Hospital

To provide acute care hospital services in the farmerville area. it is our goal to deliver the best possible health care available and serve the dedicated people of union parish and the surrounding areas.

Philanthropy
11
The Arc of Union Cabarrus Inc

To enhance the lives of individuals with developmental disabilities.

—
12
Union County Humane Society

The union county humane society promotes the welfare of animals through sheltering and adoption services, basic veterinary care (including spay/neuter, vaccination, microchipping, humane euthanasia), animal

Animals
How this is measured
The grantee most central to the portfolio’s shape is Union County Crisis Assistance; the most unlike its peers is South Piedmont Community College. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

6 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 6 of the 22 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
6/6
Grantees still filing
3/6
Grew since first funded

Where the money sits, by cause and then by grantee

UNION CO PUBLIC LIBRARY: $87,505 · OtherUNION CO PUBLIC LIBRARYAUSTIN GROVE BAPTIST CHURCH: $49,900 · OtherAUSTIN GROVE BAPTIST CHURCHPEGG'S RECREATION INC: $27,400 · OtherPEGG'S RECREATION INCMARSHVILLE MUSEUM AND CULTURAL CENTER: $19,500 · OtherMARSHVILLE MUSEUM AND CULTURAL CENTEREAST CAROLINA UNIVERSITY: $10,000 · OtherUNIVERSITY OF SC: $8,750 · Other+11 more: $49,000 · Other+11 moreUNION COUNTY CRISIS ASSISTANCE MINISTRY INC: $25,200 · Human ServicesUNION COUNTY C…Union County Community Shelter: $8,100 · Human ServicesUnion County C…TURNING POINT INC: $8,000 · Human ServicesTURNING POINT …Second Harvest Food Bank of Metrolina Inc: $20,000 · Food & NutritionHEALTHQUEST OF UNION COUNTY: $7,000 · Health
Other$252,055Human Services$41,300Food & Nutrition$20,000Health$7,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUNION COUNTY CRISIS ASSISTANCE MINISTRY INC: $25,200 over 4y, 3.3% of budgetSecond Harvest Food Bank of Metrolina Inc: $20,000 over 6y, 0.0% of budgetUnion County Community Shelter: $8,100 over 8y, 0.1% of budgetTURNING POINT INC: $8,000 over 7y, 0.1% of budgetHEALTHQUEST OF UNION COUNTY: $7,000 over 6y, 0.3% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds UNION COUNTY CRISIS ASSISTANCE MINISTRY INC ↗
  • Who funds Second Harvest Food Bank of Metrolina Inc ↗
  • Who funds Union County Community Shelter ↗
  • Who funds TURNING POINT INC ↗
  • Who funds HEALTHQUEST OF UNION COUNTY ↗
  • Who funds Union County Library Foundation Inc ↗

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.

How much its grantees rely on government

Each dot is one organization Alice Smith Marsh Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Alice Smith Marsh Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    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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