Smg Charitable Trust Inc

Lakewood Rch, FL
Tax-exempt since Nov. 1998
EIN: 59-3525908

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Services to Promote the Independence of Specific Populations (NTEE)

Donations to this organization are tax deductible.

Revenue

$4.38k (2024)

Expenses

$120 (2024)

Total Assets

$38.5k (2024)

Total Liabilities

$3k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$4,375

Expenses

$120

Net Income

$4,255

Net Assets

$35,542

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,485	33.9%
Sales of Assets	$2,890	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,542
Total Liabilities	$3,000
Net Assets	$35,542

Compensation

Key Employees and Officers	Compensation	Other
John Newsome (Director)	$0	$0
G Joseph Harrison (Director)	$0	$0

990-PF

Filed on Sept. 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$7,047

Expenses

$11,598

Net Income

-$4,551

Net Assets

$31,287

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,656	51.9%
Interest Revenue	$0
Dividends	$1,627	23.1%
Sales of Assets	$1,764	25.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	86.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$34,287
Total Liabilities	$3,000
Net Assets	$31,287

Compensation

Key Employees and Officers	Compensation	Other
John Newsome (Director)	$0	$0
G Joseph Harrison (Director)	$0	$0

990-PF

Filed on March 19, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$11,075

Expenses

$11,620

Net Income

-$545

Net Assets

$35,838

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,500	13.5%
Interest Revenue	$0
Dividends	$6,480	58.5%
Sales of Assets	$3,095	27.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$40,994
Total Liabilities	$5,156
Net Assets	$35,838

Compensation

Key Employees and Officers	Compensation	Other
John Newsome (Director)	$0	$0
G Joseph Harrison (Director)	$0	$0

990-PF

Filed on May 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$7,181

Expenses

$11,500

Net Income

-$4,319

Net Assets

$36,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,662	64.9%
Sales of Assets	$2,519	35.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	87.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$41,539
Total Liabilities	$5,156
Net Assets	$36,383

Compensation

Key Employees and Officers	Compensation	Other
John Newsome (Director)	$0	$0
G Joseph Harrison (Director)	$0	$0

990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$3,696

Expenses

$7,570

Net Income

-$3,874

Net Assets

$40,702

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,452	39.3%
Sales of Assets	$2,244	60.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	66.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$46,808
Total Liabilities	$6,106
Net Assets	$40,702

Compensation

Key Employees and Officers	Compensation	Other
John Newsome (Director)	$0	$0
G Joseph Harrison (Director)	$0	$0

990-PF

Filed on Aug. 25, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$3,093

Expenses

$7,515

Net Income

-$4,422

Net Assets

$44,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,528	49.4%
Sales of Assets	$1,565	50.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	66.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$48,232
Total Liabilities	$3,656
Net Assets	$44,576

Compensation

Key Employees and Officers	Compensation	Other
John Newsome (Director)	$0	$0
G Joseph Harrison (Director)	$0	$0

990-PF

Filed on Nov. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$4,448

Expenses

$2,498

Net Income

$1,950

Net Assets

$48,998

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,669	37.5%
Sales of Assets	$2,779	62.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$48,998
Total Liabilities	$0
Net Assets	$48,998

Compensation

Key Employees and Officers	Compensation	Other
John Newsome (Director)	$0	$0
G Joseph Harrison (Director)	$0	$0

990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$4,173

Expenses

$12,586

Net Income

-$8,413

Net Assets

$47,048

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,450	34.7%
Sales of Assets	$2,723	65.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	79.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$47,048
Total Liabilities	$0
Net Assets	$47,048

Compensation

Key Employees and Officers	Compensation	Other
Michael Doyle (Director)	$0	$0
John Newsome (Director)	$0	$0
G Joseph Harrison (Director)	$0	$0

990-PF

Filed on March 5, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$4,282

Expenses

$7,496

Net Income

-$3,214

Net Assets

$55,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,655	38.7%
Sales of Assets	$2,627	61.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	66.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$55,461
Total Liabilities	$0
Net Assets	$55,461

Compensation

Key Employees and Officers	Compensation	Other
Michael Doyle (Director)	$0	$0
John Newsome (Director)	$0	$0
G Joseph Harrison (Director)	$0	$0

990-PF

Filed on March 7, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$6,186

Expenses

$17,115

Net Income

-$10,929

Net Assets

$58,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,591	58.1%
Sales of Assets	$2,595	41.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,500	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$58,675
Total Liabilities	$0
Net Assets	$58,675

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$6,650

Expenses

$12,922

Net Income

-$6,272

Net Assets

$69,604

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,848	57.9%
Sales of Assets	$2,802	42.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,600	82.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$69,604
Total Liabilities	$0
Net Assets	$69,604

Compensation

Key Employees and Officers	Compensation	Other
Michael Doyle (Director)	$0	$0
John Newsome (Director)	$0	$0
G Joseph Harrison (Director)	$0	$0

990-PF

Filed on July 29, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$3,311

Expenses

$27,398

Net Income

-$24,087

Net Assets

$75,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,485	44.9%
Sales of Assets	$1,826	55.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,000	87.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$75,876
Total Liabilities	$0
Net Assets	$75,876

Compensation

Key Employees and Officers	Compensation	Other
Michael Doyle (Director)	$0	$0
John Newsome (Director)	$0	$0
G Joseph Harrison (Director)	$0	$0

990-PF

Filed on July 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

-$54

Expenses

$4,819

Net Income

-$4,873

Net Assets

$99,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,867
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$700	14.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$99,963
Total Liabilities	$1
Net Assets	$99,962

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$7,778

Expenses

$17,692

Net Income

-$25,470

Net Assets

$104,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,933
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,700	77.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$106,941
Total Liabilities	$2,105
Net Assets	$104,836

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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Smg Charitable Trust Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.38k (2024)

Expenses $120 (2024)

Total Assets $38.5k (2024)

Total Liabilities $3k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$4.38k (2024)

Expenses

$120 (2024)

Total Assets

$38.5k (2024)

Total Liabilities

$3k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2018

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Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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