Forker-Smith Fdn E Forker Ttee
Forker-Smith Fdn E Forker Ttee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Milwaukee, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 10 grants totaling $57K. Net investment income was $133K.
Key facts about Forker-Smith Fdn E Forker Ttee
- EIN
- 20-3338666
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $57,000
- Grants made (2024)
- 10
- Average grant
- $5,700
- Median grant
- $6,000
- Total assets
- $1,193,041
- Primary geography
- Ohio (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Forker-Smith Fdn E Forker Ttee funds
By grant dollars, the top recipient states for Forker-Smith Fdn E Forker Ttee's 10 itemized 2024 grants were Ohio (100%). The most frequent recipient cities were Cincinnati, OH (9 grants). 100% of grants with a stated purpose were for general or operating support.
How Forker-Smith Fdn E Forker Ttee gives
- 30% of 2024 grantees were also funded in 2023. Method
- Giving grew 97% from 2021 to 2024. Method
- In 2024 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Forker-Smith Fdn E Forker Ttee
- How to evaluate Forker-Smith Fdn E Forker Ttee as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
+5.8% YoY
Annual Giving
$57K
+32.6% YoY
Grant Count
10
+42.9% YoY
Avg Grant Size
$6K
-7.2% YoY
Under IRS private-foundation payout rules, Forker-Smith Fdn E Forker Ttee reported a distributable amount of $72K for 2024 — the minimum it must pay out in qualifying distributions.
About Forker-Smith Fdn E Forker Ttee
Based on IRS filings
Forker-Smith Fdn E Forker Ttee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Milwaukee, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 10 grants totaling $57K. Net investment income was $133K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 10 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,193,041 | $1,127,401 | $1,025,977 |
| Revenue | $160,938 | $178,498 | $39,668 |
| Expenses | $95,292 | $76,165 | $136,308 |
| Qualifying Distributions | $63,026 | $50,469 | $108,802 |
| Net Investment Income | $132,609 | $149,953 | $16,495 |
| Distributable Amount | $72,060 | $63,658 | $69,050 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
36 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include St Vincent Depaul ($8,000), Rothenberg Rooftop School Garden ($7,000), Church of the Advent Open Door Ministry ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ST VINCENT DEPAUL Dayton, OH | GENERAL OPERATING | $8,000 |
| ROTHENBERG ROOFTOP SCHOOL GARDEN Cincinnati, OH | GENERAL OPERATING | $7,000 |
| CHURCH OF THE ADVENT OPEN DOOR MINISTRY Cincinnati, OH | GENERAL OPERATING | $6,000 |
| DRESS FOR SUCCESS Cincinnati, OH | GENERAL OPERATING | $6,000 |
| FERNSIDE CENTER FOR GRIEVING CHILDREN Cincinnati, OH | GENERAL OPERATING | $6,000 |
| JOSEPH HOUSE INC Cincinnati, OH | GENERAL OPERATING | $6,000 |
| SMILES FOR SENIORS Cincinnati, OH | GENERAL OPERATING | $5,000 |
| HEAT Cincinnati, OH | GENERAL OPERATING | $5,000 |
| PRAY HOPE BELIEVE FOUNDATION Cincinnati, OH | GENERAL OPERATING | $5,000 |
| ALZHEIMERS ASSOCIATION GREATER CINCINNAT Cincinnati, OH | GENERAL OPERATING | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Mark W Jordan | Co-Trustee | 1 | $7,044 |
| Stephanie Krabbe Avalos | Co-Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Forker-Smith Fdn E Forker Ttee?
Forker-Smith Fdn E Forker Ttee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Milwaukee, WI. It holds $1.2M in total assets as of 2024.
How large is Forker-Smith Fdn E Forker Ttee?
As of 2024, Forker-Smith Fdn E Forker Ttee holds $1.2M in total assets with $161K in annual revenue. It awarded 10 grants totaling $57K in 2024.
Where does Forker-Smith Fdn E Forker Ttee operate?
Forker-Smith Fdn E Forker Ttee has awarded grants in District of Columbia, Florida, Indiana, Ohio, South Carolina, Wisconsin.
What size grants does Forker-Smith Fdn E Forker Ttee award?
In 2024, Forker-Smith Fdn E Forker Ttee awarded 10 grants totaling $57K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Forker-Smith Fdn E Forker Ttee required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Forker-Smith Fdn E Forker Ttee reported a distributable amount of $72K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Forker-Smith Fdn E Forker Ttee's EIN?
Forker-Smith Fdn E Forker Ttee's EIN (Employer Identification Number) is 20-3338666. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.