Cause IQ organization profile

Louise Maytag Smith Charitable Trust

Form 990s | Financials | Vendors | Peers

Louise Maytag Smith Charitable Trust is a private foundation based in Montgomery, AL that was founded in 1964. As of 2019 they had $2.2 million in revenue and $14 million in assets.

Louise Maytag Smith Charitable Trust makes grants to other organizations, such as $159,275 to College of the Ozarks for "Educational"; $159,275 to Berry College for "Educational"; $159,275 to Southern Research Institute (SRI) for "Life Sciences Research"; $106,183 to River Region United Way for "Public Support of Local Agencies"; and $106,183 to Ymca for "Character Building".

EIN:

63-6050879

City:

Montgomery

State:

Alabama

Founded:

1964

Type:

501(c)(3)

NTEE:

T20: Private foundations

Revenue:

$2,277,256

Assets:

$14,592,980

Fiscal year end:

December

Revenue trends:

Asset trends:

Form 990s for Louise Maytag Smith Charitable Trust

Fiscal year ending	Date received by IRS	Form	PDF link
2018-12	Jun 19, 2019	990PF	View PDF
2017-12	Jul 18, 2018	990PF	View PDF
2016-12	Sep 6, 2017	990PF	View PDF
2015-12	Sep 15, 2016	990PF	View PDF
2014-12	Jul 28, 2015	990PF	View PDF
...and three more Form 990 PDFs

Financials for Louise Maytag Smith Charitable Trust

Field	2018	2017	% Change
Total grants, contributions, etc.	$0	$0
Investment income and dividends	$370,803	$307,087	20.7%
Net rental income	$0	$0
Net gain from sale of non-inventory assets	$1,906,453	$371,282	413.5%
Gross sales of inventory	$0	$0
Miscellaneous revenues	$0	$41,961	-100%
Total revenues	$2,277,256	$720,330	216.1%

Field	2018	2017	% Change
Compensation of current officers, etc.	$105,222	$129,372	-18.7%
Non-officer salaries and wages	$0	$0
Pension/retirement accruals and contributions	$0	$0
Legal fees	$0	$0
Accounting fees	$1,045	$1,145	-8.7%
Other fee-for-service	$0	$0
Interest	$0	$0
Depreciation, amortization, etc.	$0	$0
Occupancy	$0	$0
Travel	$0	$0
Office expenses
Grants to all govts., orgs., and individuals	$870,355	$668,350	30.2%
All other expenses	$19,738	$4,088	382.8%
Total expenses	$996,360	$802,955	24.1%

Field	2018	2017	% Change
Cash (non-interest-bearing)	$0	$0
Savings, short-term investments, etc.	$233,859	$164,524	42.1%
Accounts receivable	$0	$0
Pledges and grants receivable	$0	$0
Loans receivable from officers, directors, etc.	$0	$0
Notes and loans receivable	$0	$0
Inventories for use	$0	$0
Prepaid expenses and deferred charges	$0	$0
Investments in government obligations	$6,724,286	$5,811,129	15.7%
Investments in corporate stock	$7,634,835	$7,342,323	4.0%
Investments in corporate bonds	$0	$0
Investments in land, buildings, and equipment	$0	$0
Investments in mortgage loans	$0	$0
Other types of investments	$0	$0
Buildings, equipment, etc. post-depreciation	$0	$0
Other assets	$0	$0
Total assets	$14,592,980	$13,317,976	9.6%

Field	2018	2017
Accounts payable and accrued expenses	$0	$0
Grants payable	$0	$0
Deferred revenue	$0	$0
Loans payable to officers and disqualified persons	$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0
Other liabilities	$0	$0
Total liabilities	$0	$0

Field	2018	2017
Unrestricted net assets	$0	$0
Temporarily restricted net assets	$0	$0
Permanently restricted net assets	$0	$0

Vendors for Louise Maytag Smith Charitable Trust

Vendor	Services	Amount paid	Date
Jackson Thornton and Co PC	Tax accounting		2019-04-25

Peer private foundations

	Name	Type	Revenue	Location
1	The J K Lowder Family Foundation	501(c)(3)	$888,084	Montgomery, AL
2	Hugh Kaul Foundation TR 09-12-89 25-6733-00-7	501(c)(3)	$2.0 million	Birmingham, AL
3	Mike and Gillian Goodrich Foundation	501(c)(3)	$2.8 million	Birmingham, AL
4	J L Bedsole Foundation	501(c)(3)	$4.3 million	Mobile, AL
5	Crampton Trust #1255000731 Regions Bank Trustee	501(c)(3)	$1.1 million	Mobile, AL
6	Ernest G Debakey Charitable Foundation	501(c)(3)	$916,029	Spanish Fort, AL
7	Nearing Charitable Trust	501(c)(3)	$3.8 million	Birmingham, AL
8	Turner Medical Trust	501(c)(3)	$707,717	Birmingham, AL
9	Wiregrass Foundation	501(c)(3)	$4.0 million	Dothan, AL
10	Jeanette E and Benjamin F Hunter Scholarship	501(c)(3)	$2.4 million	Birmingham, AL
11	E A Roberts Charitable Trust #1255000599	501(c)(3)	$1.9 million	Mobile, AL
12	The Solon and Martha Dixon Fund	501(c)(3)	$1.4 million	Andalusia, AL
13	Julien E Marx Foundation Trust	501(c)(3)	$743,478	Mobile, AL
14	Curtis Finlay Foundation	501(c)(3)	$945,889	Brewton, AL
15	Alabama Power Foundation	501(c)(3)	$7.7 million	Birmingham, AL
16	Henry Hammond Cobb JR Foundation	501(c)(3)	$3.8 million	Montgomery, AL
17	The Mabel Amos Memorial Fund Regions Bank Trustee	501(c)(3)	$858,346	Montgomery, AL
18	The Lee Bruno Foundation	501(c)(3)	$1.3 million	Birmingham, AL
19	The Camp at Sunshine Farm	501(c)(3)	$600,000	Homewood, AL
20	The C Eugene Ireland Foundation	501(c)(3)	$734,261	Birmingham, AL
21	Snook Foundation	501(c)(3)	$1.7 million	Foley, AL
22	The International Retinal Research Foundation	501(c)(3)	$2.7 million	Birmingham, AL
23	The Jane K Lowe Charitable Foundation	501(c)(3)	$1.9 million	Huntsville, AL
24	Joseph Treadwell Charitable Foundation	501(c)(3)	$1.0 million	Mobile, AL
25	Robert R Meyer Foundation	501(c)(3)	$2.4 million	Birmingham, AL

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Cause IQ organization profile

Louise Maytag Smith Charitable Trust

Form 990s for Louise Maytag Smith Charitable Trust

Financials for Louise Maytag Smith Charitable Trust

Vendors for Louise Maytag Smith Charitable Trust

Peer private foundations

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