Ellen V Smith Trust 9th Clause Sch9002
Ellen V Smith Trust 9th Clause Sch9002 is a private foundation, based in CONCORD, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 9 grants totaling $76K. Net investment income was $38K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9M
-2.9% YoY
Annual Giving
$76K
-13.6% YoY
Grant Count
9
+800.0% YoY
Avg Grant Size
$8K
-90.4% YoY
Under IRS private-foundation payout rules, Ellen V Smith Trust 9th Clause Sch9002 reported a distributable amount of $103K for 2024 — the minimum it must pay out in qualifying distributions.
About Ellen V Smith Trust 9th Clause Sch9002
Based on IRS filings
Ellen V Smith Trust 9th Clause Sch9002 is a private foundation, based in CONCORD, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 9 grants totaling $76K. Net investment income was $38K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,854,992 | $1,910,031 | $1,865,193 |
| Revenue | $60,413 | $160,349 | $-59,078 |
| Expenses | $114,725 | $121,317 | $149,912 |
| Qualifying Distributions | $89,395 | $104,660 | $119,510 |
| Net Investment Income | $38,459 | $143,692 | $17,242 |
| Distributable Amount | $103,218 | $94,387 | $100,221 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Florida ($12,000), Syracuse University ($10,000), National University ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF RHODE ISLAND KINGSTON, RI | SCHOLARSHIP | $9,000 |
| SAINT ANSELM COLLEGE MANCHESTER, NH | SCHOLARSHIP | $6,000 |
| BROWN UNIVERSITY Providence, RI | SCHOLARSHIP | $8,000 |
| BOSTON UNIVERSITY BOSTON, MA | SCHOLARSHIP | $8,000 |
| SYRACUSE UNIVERSITY Syracuse, NY | SCHOLARSHIP | $10,000 |
| Sacred Heart University Fairfield, CT | SCHOLARSHIP | $8,000 |
| Oxford College of Emory University OXFORD, GA | SCHOLARSHIP | $5,000 |
| University of Florida Gainesville, FL | SCHOLARSHIP | $12,000 |
| NATIONAL UNIVERSITY La Jolla, CA | SCHOLARSHIP | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DOROTHY TESTA | CO-TRUSTEE | 1 | $4,500 |
| NEW HAMPSHIRE TRUST | TRUSTEE | 10 | $28,987 |
Frequently Asked Questions
How large is Ellen V Smith Trust 9th Clause Sch9002?
As of 2024, Ellen V Smith Trust 9th Clause Sch9002 holds $1.9M in total assets with $60K in annual revenue. It awarded 9 grants totaling $76K in 2024.
Where does Ellen V Smith Trust 9th Clause Sch9002 operate?
Ellen V Smith Trust 9th Clause Sch9002 has awarded grants in California, Connecticut, Florida, Georgia, Massachusetts, New Hampshire, New York, Rhode Island.
What size grants does Ellen V Smith Trust 9th Clause Sch9002 award?
In 2024, Ellen V Smith Trust 9th Clause Sch9002 awarded 9 grants totaling $76K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Ellen V Smith Trust 9th Clause Sch9002 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ellen V Smith Trust 9th Clause Sch9002 reported a distributable amount of $103K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ellen V Smith Trust 9th Clause Sch9002's EIN?
Ellen V Smith Trust 9th Clause Sch9002's EIN (Employer Identification Number) is 05-6069745. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.