Charitysmith Nonprofit Foundation

Public charity · Grantmaker Truckee, CA EIN: 87-0636433

Charitysmith Nonprofit Foundation is a public charity based in Truckee, California. Formed in 2006, it creates and administers memorial funds to benefit charitable and educational causes.

Charitysmith Nonprofit Foundation at a glance

In short: Charitysmith Nonprofit Foundation gave $579K across 34 grants in 2024 (avg $17K), top state California. 41% of 2024 grantees were new. Source: 2024 IRS Form 990.

Annual giving (2024)
$578,957
+28.1% vs 2023
Grants made (2024)
34
+6.3% vs 2023
Average grant
$17,028
+20.5% vs 2023
Median grant
$15,125
Total assets
$6,143,115
+11.3% vs 2023
New grantees (estimate)
41% first-time grantees (14 of 34, 2024)
Primary geography
California (22% of itemized 2024 grant dollars)
Latest 990 filing
Form 990, 2024 View filing

Data from IRS Form 990, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Charitysmith Nonprofit Foundation

Contact

Mailing address: 13100 Filly Lane, Truckee, CA 96161
Phone: (800) 276-6546

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Charitysmith Nonprofit Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UC Berkeley Foundation: $60KUC Berkeley Foundation$60KNorth Dallas Shared Ministries: $50KNorth Dallas Shared Ministries$50KUCSF Foundation: $33KUCSF Foundation$33KPawsitivity Service Dogs: $25KPawsitivity Service Dogs$25KRady Children's Hospital Foundation: $25KRady Children's HospitalFoundation$25KDana-Farber Cancer Institute: $20KDana-Farber Cancer Institute$20KEmbracing Our Differences: $20KEmbracing Our Differences$20KNavy SEAL Danny Dietz Foundation: $20KNavy SEAL Danny DietzFoundation$20KBucks County Drug and Alcohol Commission: $19KBucks County Drug and AlcoholCommission$19KUniversity of Richmond: $19KUniversity of Richmond$19K

The largest 2024 recipient was UC Berkeley Foundation ($60K). Together the top 10 received $291K.

Grant Size Distribution

136 grants across all recorded years

132<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 132 grants of 136 (97%).

Geographic Focus

Where this funder awards grants

The 2024 grant dollars were distributed among recipients in several states. California received 22%, Texas 14%, Massachusetts 10%, Pennsylvania 8%, and Minnesota 7%.

Grant Distribution by State

24states

Share of 2024 grant dollars across all 34 itemized grants.

Cities

HighlandSaint PaulAnn ArborDallasFriscoWoodinvilleBala CynwydConcordDunedinHaverhillLas VegasLos AngelesMalvernNew YorkPhiladelphiaPottstownRichmondSarasotaAspenAthol

Is Charitysmith Nonprofit Foundation open to new grantees?

41%

first-time grantees, 2024

In 2024, 14 of 34 grantees (41%) were first-time recipients. First grants averaged $20K; repeat grants $15K. How we count

Medians: $15K first-time, $15K repeat.

  • 38% of 2024 grantees were also funded in 2023. Method
  • Giving grew 74% from 2021 to 2024. Method

Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K34 grants2020 19 grants2021 17 grants2022 32 grants2023 34 grants2024

From 2020 to 2024, annual grant giving ranged from $219K (2022) to $579K (2024). In 2024 it made 34 grants totaling $579K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
UC Berkeley Foundation Berkeley, CAEducational$60,000
North Dallas Shared Ministries Dallas, TXHumanitarian$50,000
UCSF Foundation Highland, INHumanitarian$33,000
Pawsitivity Service Dogs Saint Paul, MNHumanitarian$25,000
Rady Children's Hospital Foundation San Diego, CAMedical$25,000
Dana-Farber Cancer Institute Boston, MAMedical$20,000
Embracing Our Differences Sarasota, FLHumanitarian$20,000
Navy SEAL Danny Dietz Foundation Wheat Ridge, COHumanitarian$20,000
Bucks County Drug and Alcohol Commission Doylestown, PAHumanitarian$19,000
University of Richmond Richmond, VAEducational$18,576
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$6,143,115$2,415,351$1,832,398$578,95734$238,732
2023$5,520,234$1,903,803$1,592,350$452,09932$71,941
2022$4,968,939$1,717,560$1,286,788$219,40317$-188,163
2021$4,420,522$1,796,197$1,237,972$332,49119$200,940
2020$3,904,224$1,215,298$1,230,854$422,89734$58,683

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation states that it is committed to creating and managing memorial funds and offers a pathway to create memorials in memory of loved ones. Its filing describes its program as the creation and administration of memorial funds for charitable and educational causes.

Its 2024 grants included support for educational, humanitarian, and medical purposes. Among the supported organizations, North Dallas Shared Ministries describes its mission as helping people through unexpected life challenges. Rady Children’s Hospital Foundation says it raises funds for Rady Children’s Hospital San Diego and related health organizations. Embracing Our Differences says it uses arts and education to inspire kindness and respect. Cancer Support Community says it provides support and education for people with cancer and their caregivers and families.

Grantmaking

In 2024, the foundation reported 34 grants totaling $578,957. Grant amounts ranged from $6,000 to $60,000, with a median of $15,125.

The largest listed grants included $60,000 to UC Berkeley Foundation for an educational purpose and $50,000 to North Dallas Shared Ministries for a humanitarian purpose. Other notable grants were $33,000 to UCSF Foundation for a humanitarian purpose; $25,000 each to Pawsitivity Service Dogs for a humanitarian purpose and Rady Children’s Hospital Foundation for a medical purpose; and $20,000 each to Dana-Farber Cancer Institute for a medical purpose and Embracing Our Differences for a humanitarian purpose. The foundation also awarded $18,576 to the University of Richmond and $18,250 to the University of Michigan, both for educational purposes.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Brooks Rohlen as president, Brad Zampa as treasurer, Jeff Weaver and Phelps Kip as trustees, and Rachel Rohlen as executive director.

Charitysmith Nonprofit Foundation is led by Rachel Ward Rohlen, Executive Director since 2024 (on filings since 2020); 1 of 5 officers listed in 2024 is compensated.

Officers on the 2024 filing

  • Rachel Ward Rohlen

    Executive Director

    President → Executive Director, 2024

    On filings since 2020

    40 hrs/week

    $95K (2024)

  • Brooks Rohlen

    President

    Founder → President, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

  • Phelps Kip

    Trustee

    Secretary → Treasurer, 2021

    Treasurer → Trustee, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jeff Weaver

    Trustee

    On filings since 2022

    20 hrs/week

    No compensation reported

  • Brad Zampa

    Treasurer

    Trustee → Treasurer, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Brenda Zimmerman (2020) — Executive Director

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Rachel Rohlen — Executive Director: $95KRachel RohlenExecutive Director$95K

The highest reported compensation on the 2024 filing was $95K, to Rachel Rohlen (Executive Director).

Frequently asked questions about Charitysmith Nonprofit Foundation

How much does Charitysmith Nonprofit Foundation give each year?

Charitysmith Nonprofit Foundation gave $579K across 34 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $452K across 32 grants.

What is Charitysmith Nonprofit Foundation's typical grant size?

Charitysmith Nonprofit Foundation's median grant in 2024 was $15,125, and its average grant was $17,028, across 34 grants on its 2024 IRS Form 990. Organizations receiving their first grant from Charitysmith Nonprofit Foundation that year got $20K on average.

Where does Charitysmith Nonprofit Foundation give grants?

Charitysmith Nonprofit Foundation's top state is California, with 22% of the grant dollars itemized on its 2024 IRS Form 990. The next largest states were Texas (14%) and Massachusetts (10%). The most frequent recipient cities were Saint Paul, MN (2 grants) and Highland, IN (2 grants).

Does Charitysmith Nonprofit Foundation give general operating support?

Not in 2024: none of the 34 grants with a stated purpose on Charitysmith Nonprofit Foundation's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "Humanitarian" (16 grants), "Educational" (13 grants) and "Medical" (5 grants).

Who are Charitysmith Nonprofit Foundation's largest grantees?

Charitysmith Nonprofit Foundation's largest 2024 grantees include UC Berkeley Foundation ($60,000), North Dallas Shared Ministries ($50,000) and UCSF Foundation ($33,000), according to its 2024 IRS Form 990. Together they received 25% of its itemized 2024 grant dollars.

How large is Charitysmith Nonprofit Foundation?

Charitysmith Nonprofit Foundation reported $6.1M in total assets on its 2024 IRS Form 990. Its revenue that year was $2.4M.

What does Charitysmith Nonprofit Foundation fund?

The foundation states that it is committed to creating and managing memorial funds and offers a pathway to create memorials in memory of loved ones. Its filing describes its program as the creation and administration of memorial funds for charitable and educational causes. See mission & focus areas ↑

How do I apply for a grant from Charitysmith Nonprofit Foundation?

Charitysmith Nonprofit Foundation has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.

What is Charitysmith Nonprofit Foundation's EIN?

Charitysmith Nonprofit Foundation's EIN (Employer Identification Number) is 87-0636433. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

Data update history

(4)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2022 (received by the IRS November 10, 2023)
  2. Updated Form 990 for fiscal year 2023 (received by the IRS November 14, 2024)
  3. Updated Form 990 for fiscal year 2024 (received by the IRS November 6, 2025)
  4. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Charitysmith Nonprofit Foundation funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/charitysmith-nonprofit-foundation-morg_84da59108c184943944c9634f64c97ff

BibTeX
@misc{grantable_870636433_2026,
  author       = {{Grantable}},
  title        = {{Charitysmith Nonprofit Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/charitysmith-nonprofit-foundation-morg_84da59108c184943944c9634f64c97ff},
  note         = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Charitysmith Nonprofit Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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