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EIN 59-3525908

SMG Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Lakewood Ranch
State
Florida
Year formed
1998
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The SMG Charitable Trust is a private foundation located in Lakewood Ranch, FL that primarily funds charitable organizations. Its grantees include The Salvation Army and others. Last year, the trust made two grants to support its beneficiaries.
Total revenues
$7,047
2023
Total expenses
$11,598
2023
Total assets
$34,287
2023
Num. employees
0
2023

Personnel at SMG Charitable Trust

NameTitleCompensation
John NewsomeDirector$0

Financials for SMG Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$3,656
Investment income and dividends$1,627
Net rental income$0
Net gain from sale of non-inventory assets$1,764
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$7,047

Form 990s for SMG Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-03-19990PFView PDF
2022-122023-05-08990PFView PDF
2021-122022-11-14990PFView PDF
2020-122021-09-03990PFView PDF
2019-122021-06-11990PFView PDF
...and 9 more Form 990s

Organizations like SMG Charitable Trust

OrganizationLocationRevenue
Triplett Fbo R S C C FNDNMilwaukee, WI$28,752
Leadbetter Lula Charitable TuwLas Vegas, NV$24,994
Salvation Army Charitable TrustIndiana, PA$11,826
Wendt Gerhard R TudLas Vegas, NV$3,674
Lavina Jones TrustDallas, TX$13,638
Henry Vollmer TR Uw Fbo Salvation ArmyPittsburgh, PA$4,374
Salvation Army East Stroudsburg CorpsStroudsburg, PA$9,772
Tuw Earl J DeubachDallas, TX$27,617
Friends of Bozeman Veterans CourtBozeman, MT$8,360
Sloyan Charitable FoundationBasye, VA$21,425
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 21, 2023
Posted financials
Added Form 990PF for fiscal year 2022
March 29, 2022
Posted financials
Added Form 990PF for fiscal year 2020
March 7, 2022
Posted financials
Added Form 990PF for fiscal year 2019
December 18, 2020
Updated personnel
Identified 3 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsMilitary and veteran charitiesCharities
Issues
Human servicesMilitary and veterans
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
9027 Town Pkwy
Lakewood Ranch, FL 34202
Metro area
North Port-Sarasota-Bradenton, FL
County
Manatee County, FL
Phone
(941) 907-0099
IRS details
EIN
59-3525908
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1998
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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