COORD: 27°24'14.8"N 82°24'02.1"W // LAKEWOOD RANCH, FL

BUILDING FOUNDATIONS.
SECURING INDEPENDENCE.

Operating continuously since November 1998 under Section 501(c)(3), SMG Charitable Trust Inc. (and CBG Avalon Housing Corporation) develops structural pathways to affordable housing stability, self-sufficiency, and comprehensive human services for vulnerable populations across Florida.

View Official Charter Inspect Public Records
Civic foundation and concrete architectural beams representing structural housing support
ARCHIVAL REF: FL-98-N98000004201
NOV 1998
Charter Incorporation & IRS 501(c)(3) Date
P20 / P99
NTEE Human Services & Independence Code
100%
Civic Non-Profit Public Charity Commitment
MANATEE
Lakewood Ranch Operating Registry HQ

SEC. 01 FOUNDATION IDENTITY & DUAL CHARTER

GOVERNANCE CONTEXT // 501(c)(3) PUBLIC CHARITY
ORGANIZATIONAL CONTINUUM

A Steadfast Commitment to Community Resilience

Incorporated on November 9, 1998, SMG Charitable Trust Inc. (historically operating alongside CBG Avalon Housing Corporation) was established to address systemic vulnerabilities in housing and personal autonomy.

From its strategic administrative base at Lakewood Ranch, Florida, the organization maintains an enduring focus on human services that elevate individuals from transient insecurity to permanent, self-directed stability.

  • Civic Structuralism: Designing human support frameworks with the same permanence and rigor as architectural blueprints.
  • Targeted Population Advocacy: Protecting vulnerable families, low-income elders, and individuals requiring transitional housing bridges.
DUAL ENTITY STRUCTURE

Unified Purpose: Shelter & Human Services

The intertwining legacy of CBG Avalon Housing Corporation and SMG Charitable Trust represents a single, unified mission: ensuring that safe, stable shelter functions as the cornerstone for human flourishing.

Rather than viewing housing in isolation, our programmatic model integrates shelter security with case-level advocacy, life navigation, and vocational readiness.

// OFFICIAL RECORD LEDGER SUMMARY
• Registered State: Florida (Dept. of State Division of Corporations)
• Corporate Document ID: N98000004201
• Federal Tax Exemption: IRC Section 501(c)(3)
• Primary Domicile: 9021 Town Center Parkway, Lakewood Ranch, FL 34202
CIVIC MISSION STATEMENT // SECTION 501(c)(3) CHARTER
OFFICIAL CHARTER RECORD • EXACT 487 CHARACTERS
“SMG Charitable Trust Inc. (operating alongside CBG Avalon Housing Corporation) is a 501(c)(3) organization based in Lakewood Ranch, Florida, dedicated to advancing human services and promoting the independence of vulnerable populations. We believe that stable housing and foundational community support are the bedrock of personal autonomy. Through targeted housing advocacy, civic partnerships, and multipurpose human services, we empower individuals to rebuild their lives with dignity.”
AUTHORIZED BY: BOARD OF DIRECTORS — SMG CHARITABLE TRUST INC.
FEI / EIN: 59-3525908 | STATUS: ACTIVE 501(c)(3) PUBLIC CHARITY

SEC. 02 ARCHITECTURAL PILLARS OF INDEPENDENCE

FRAMEWORK FOR LONG-TERM COMMUNITY STABILITY
01

Structural Stability (Housing)

Establishing affordable, sustainable housing access as the primary structural anchor. Without shelter security, no human services intervention can achieve permanent success.

// PILLAR: FOUNDATIONAL SHELTER
02

Civic Empowerment

Equipping marginalized individuals and families with legal, civic, and economic literacy tools to advocate for their rights within municipal and state social networks.

// PILLAR: COMMUNITY ADVOCACY
03

Independent Living Transitions

Structuring tailored transition programs that guide individuals from emergency dependence into self-governed, autonomous tenancy and career sustainability.

// PILLAR: AUTONOMY PATHWAYS
04

Resource Navigation

Serving as a centralized liaison coordinating regional social programs, emergency relief, nutrition assistance, and mental health resources in Manatee County & beyond.

// PILLAR: HUMAN SERVICES GRID

SEC. 03 PROGRAMMATIC IMPACT & OPERATIONS

HUMAN SERVICES DELIVERY MATRIX
Architectural development representing affordable housing construction and placement
SERVICE DIVISION 01

Affordable Housing Advocacy & Placement

Direct engagement with housing providers, regulatory bodies, and community builders to preserve affordable inventory, prevent unlawful displacement, and secure tenancy placements for vulnerable residents.

FOCUSTenancy Security
METHODDirect Case Placement
TARGETAt-Risk Households
Community leaders and counselors meeting for multipurpose human and family services
SERVICE DIVISION 02

Multipurpose Human & Family Services

Delivering essential family stabilization resources, emergency relief coordination, and holistic support interventions designed to prevent household collapse during sudden economic shocks.

FOCUSFamily Stabilization
METHODMulti-Tiered Support
TARGETLow-Income Families
Classroom and workshop environment for vocational training and independence skill building
SERVICE DIVISION 03

Independence & Vocational Skill-Building

Structured skill workshops, personal financial budgeting curricula, and workforce reintegration guidance empowering participants to achieve long-term fiscal independence and self-reliance.

FOCUSEconomic Autonomy
METHODMentorship & Workflows
TARGETTransitional Adults

SEC. 04 CIVIC MEDIA & INFRASTRUCTURE OVERVIEW

VIDEO ARCHIVE // COMMUNITY HOUSING PERSPECTIVES
FEED: CIVIC HOUSING & COMMUNITY RESILIENCE OVERVIEW 1080P // CC ENABLED

Foundations in Practice

Visualizing how integrated urban planning, non-profit community housing trusts, and human service networks operate in synchrony to reinforce vulnerable neighborhoods.

  • Systematic reduction of rent-burden barriers for working families.
  • Long-term integration of social services into residential spaces.
  • Fostering multi-generational community cohesion and pride.

SEC. 05 GOVERNANCE & EXECUTIVE DIRECTORY

RECORDED FIDUCIARY OFFICERS
PRESIDENT & EXECUTIVE DIRECTOR

John S Newsome

Serving as President and Director, John S Newsome leads organizational governance, strategic programmatic alignment, and institutional compliance for SMG Charitable Trust Inc. and its affiliated housing entities.

His stewardship ensures adherence to the organization's charter commitment to human services excellence and community independence across the state of Florida.

OFFICIAL EXECUTIVE CONTACT:
Office: 9021 Town Center Parkway, Lakewood Ranch, FL
VICE PRESIDENT, SECRETARY & TREASURER

Michael J Doyle

Serving in the multidisciplinary fiduciary capacity of Director, Vice President, Corporate Secretary, and Treasurer, Michael J Doyle oversees fiscal accountability, regulatory filings, and corporate transparency.

His operational oversight guarantees that all trust resources remain dedicated to charitable public benefit in full accordance with 501(c)(3) standards.

CORPORATE FIDUCIARY OVERSIGHT:
Role: Director / Vice President / Treasurer / Secretary
Jurisdiction: Florida Division of Corporations / IRS 501(c)(3)

SEC. 06 PUBLIC FILINGS & COMPLIANCE ARCHIVE

STATE & FEDERAL JURISDICTIONAL DATA

As an exempt organization under Internal Revenue Code Section 501(c)(3), SMG Charitable Trust Inc. maintains complete public transparency regarding its corporate standing, tax-exempt status, and state registry records.

Filing Parameter Official Record Data Regulatory Authority Status
Entity Legal Name SMG CHARITABLE TRUST INC. FL Dept. of State (Sunbiz) ACTIVE
Historical / Prior Name CBG AVALON HOUSING CORPORATION FL Dept. of State RECORDED
Federal EIN / FEI 59-3525908 Internal Revenue Service 501(c)(3) EXEMPT
Florida Document Number N98000004201 Division of Corporations VERIFIED
Effective Date of Exemption November 1998 Internal Revenue Service PERMANENT
NTEE Classification P20 (Human Services) / P99 (Independence) National Taxonomy System APPROVED
Principal Domicile 9021 Town Center Pkwy, Lakewood Ranch, FL 34202 Manatee County Jurisdiction DOMICILED
PUBLIC CHARITY DISCLOSURE NOTICE: Copies of official annual returns (Form 990 series) and organizational charter instruments are accessible upon written civic request to the executive office.

SEC. 07 EXECUTIVE CONTACT & CIVIC INTAKE

DIRECT CORRESPONDENCE DESK

Official Correspondence Desk

Direct all administrative, programmatic, and civic housing inquiries to the designated executive office of SMG Charitable Trust Inc.

EXECUTIVE PRESIDENT
John S Newsome — President
DIRECT EXECUTIVE EMAIL
admin@smgcharitable.org
OFFICIAL PHYSICAL & MAILING ADDRESS
9021 Town Center Parkway
Lakewood Ranch, FL 34202
ASSIGNED PORTAL DOMAIN
smgcharitable.org
// INTAKE HOURS: MON–FRI 09:00–17:00 EST
// JURISDICTION: MANATEE COUNTY / STATE OF FLORIDA

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