Charitysmith Nonprofit Foundation
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.
Key facts about Charitysmith Nonprofit Foundation
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 filing.
- EIN
- 87-0636433
- Latest 990 filing
- Form 990 filing, 2024
- Annual giving (2024)
- $578,957
- Grants made (2024)
- 34
- Average grant
- $17,028
- Median grant
- $15,125
- New grantees (estimate)
- 41% first-time grantees (14 of 34, 2024)
- Total assets
- $6,143,115
- Primary geography
- California (22% of itemized 2024 grant dollars)
Data from IRS Form 990 filing, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2024 IRS Form 990 filing · View filing
Total Assets
$6.1M
+11.3% YoY
Annual Giving
$579K
+28.1% YoY
Grant Count
34
+6.3% YoY
Avg Grant Size
$17K
+20.5% YoY
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.
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.
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.
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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
Share of all 34 itemized 2024 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
136 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UC Berkeley Foundation Berkeley, CA | Educational | $60,000 |
| North Dallas Shared Ministries Dallas, TX | Humanitarian | $50,000 |
| UCSF Foundation Highland, IN | Humanitarian | $33,000 |
| Pawsitivity Service Dogs Saint Paul, MN | Humanitarian | $25,000 |
| Rady Children's Hospital Foundation San Diego, CA | Medical | $25,000 |
| Dana-Farber Cancer Institute Boston, MA | Medical | $20,000 |
| Embracing Our Differences Sarasota, FL | Humanitarian | $20,000 |
| Navy SEAL Danny Dietz Foundation Wheat Ridge, CO | Humanitarian | $20,000 |
| Bucks County Drug and Alcohol Commission Doylestown, PA | Humanitarian | $19,000 |
| University of Richmond Richmond, VA | Educational | $18,576 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $6,143,115 | $2,415,351 | $1,832,398 | $578,957 |
| 2023 | $5,520,234 | $1,903,803 | $1,592,350 | $452,099 |
| 2022 | $4,968,939 | $1,717,560 | $1,286,788 | $219,403 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,143,115 | $5,520,234 | $4,968,939 |
| Revenue | $2,415,351 | $1,903,803 | $1,717,560 |
| Expenses | $1,832,398 | $1,592,350 | $1,286,788 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $238,732 | $71,941 | $-188,163 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
Contact
Mailing address: 13100 Filly Lane, Truckee, CA 96161
Phone: (800) 276-6546
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 filing. 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 filing. 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 filing. 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 filing 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 filing. 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 filing. 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. 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 challenge…
How do I apply for a grant from Charitysmith Nonprofit Foundation?
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 m…
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.
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