Ellen V Smith Trust 9th Clause Sch9002

CONCORD, NH EIN: 05-6069745

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

8states

Cities

BostonFairfieldGainesvilleKingstonLa JollaManchesterOxfordProvidenceSee AttachedSyracuseVarious

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$118K$237K$355K$473K20202021202220232024
Metric202420232022
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

$0$24K$49K$73K$97K1 grants20201 grants20211 grants20221 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

University of Florida$12KSYRACUSE UNIVERSITY$10KNATIONAL UNIVERSITY$10KUNIVERSITY OF RHODE ISLAND$9KBROWN UNIVERSITY$8KBOSTON UNIVERSITY$8KSacred Heart University$8KSAINT ANSELM COLLEGE$6KOxford College of Emory …$5K

Grant Size Distribution

13 grants across all recorded years

9<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
UNIVERSITY OF RHODE ISLAND KINGSTON, RISCHOLARSHIP$9,000
SAINT ANSELM COLLEGE MANCHESTER, NHSCHOLARSHIP$6,000
BROWN UNIVERSITY Providence, RISCHOLARSHIP$8,000
BOSTON UNIVERSITY BOSTON, MASCHOLARSHIP$8,000
SYRACUSE UNIVERSITY Syracuse, NYSCHOLARSHIP$10,000
Sacred Heart University Fairfield, CTSCHOLARSHIP$8,000
Oxford College of Emory University OXFORD, GASCHOLARSHIP$5,000
University of Florida Gainesville, FLSCHOLARSHIP$12,000
NATIONAL UNIVERSITY La Jolla, CASCHOLARSHIP$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

NEW HAMPSHIRE TRUSTTRUSTEE$29KDOROTHY TESTACO-TRUSTEE$5K

From 2024 filing

NameTitleHoursCompensation
DOROTHY TESTACO-TRUSTEE1$4,500
NEW HAMPSHIRE TRUSTTRUSTEE10$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.

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