H Smith Richardson Charitable Trust
H Smith Richardson Charitable Trust is a private foundation, based in Greensboro, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $68.2M in total assets. In 2024, it awarded 5 grants totaling $2.7M. Net investment income was $4.5M.
H Smith Richardson Charitable Trust at a glance
In short: H Smith Richardson Charitable Trust gave $2.7M across 5 grants in 2024 (avg $534K), mostly in North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $2,672,000
- +34.5% vs 2023
- Grants made (2024)
- 5
- +0.0% vs 2023
- Average grant
- $534,400
- +34.5% vs 2023
- Median grant
- $5,000
- Total assets
- $68,165,106
- +2.0% vs 2023
- Primary geography
- North Carolina (99% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who H Smith Richardson Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was Smith Richardson Foundation Inc ($2.7M). Together the top 5 received $2.7M.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 20 grants of 25 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
Cities
How H Smith Richardson Charitable Trust gives
- Giving held roughly steady from 2021 to 2024 (+10%). Method
- In 2024 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $2.0M (2023) to $3.1M (2022). In 2024 it made 5 grants totaling $2.7M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Smith Richardson Foundation Inc Greensboro, NC | Flow through grant - for charitable, scientific, literary, educational purposes or religious needs. | $2,652,000 |
| Lafayette College Easton, PA | General Support | $10,000 |
| Greens Farms Academy Weston, CT | General Support | $5,000 |
| Sailing Foundation of the Yacht Club of Sea Isle City Inc Sea Isle City, NJ | General Support | $3,000 |
| Weston Volunteer Fire Department Weston, CT | General Support | $2,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $68,165,106 | $5,725,289 | $4,358,932 | $2,672,000 | 5 | $3,344,725 | $4,498,327 | $3,249,746 |
| 2023 | $66,823,674 | $6,703,742 | $2,676,257 | $1,987,000 | 5 | $2,662,130 | $2,381,605 | $3,119,012 |
| 2022 | $62,685,495 | $-7,558,409 | $3,787,124 | $3,134,000 | 5 | $3,770,392 | $1,070,144 | $3,212,351 |
| 2021 | $74,178,453 | $10,172,312 | $3,212,804 | $2,429,000 | 5 | $3,052,788 | $7,958,923 | $3,343,004 |
| 2020 | $67,177,361 | $7,665,196 | $3,199,280 | $2,456,000 | 5 | — | $3,788,429 | $2,840,146 |
Under IRS private-foundation payout rules, H Smith Richardson Charitable Trust reported a distributable amount of $3.2M for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
H Smith Richardson Charitable Trust's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
C. Gerhard Anderson III
Trustee
On filings since 2020
1 hr/week
No compensation reported
John P. Richardson Jr.
Trustee
On filings since 2020
1 hr/week
No compensation reported
Nicolas L. Richardson
Trustee
On filings since 2020
1 hr/week
No compensation reported
Tyler B. Richardson
Trustee
On filings since 2020
1 hr/week
No compensation reported
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.
Frequently asked questions about H Smith Richardson Charitable Trust
How much does H Smith Richardson Charitable Trust give each year?
H Smith Richardson Charitable Trust gave $2.7M across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2.0M across 5 grants.
What is H Smith Richardson Charitable Trust's typical grant size?
H Smith Richardson Charitable Trust's median grant in 2024 was $5,000, and its average grant was $534,400, across 5 grants on its 2024 IRS Form 990-PF.
Where does H Smith Richardson Charitable Trust give grants?
H Smith Richardson Charitable Trust gives mostly in North Carolina: 99% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Weston, CT (2 grants).
Does H Smith Richardson Charitable Trust give general operating support?
Yes: 80% of H Smith Richardson Charitable Trust's 2024 grants with a stated purpose (4 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are H Smith Richardson Charitable Trust's largest grantees?
H Smith Richardson Charitable Trust's largest 2024 grantees include Smith Richardson Foundation Inc ($2,652,000), Lafayette College ($10,000) and Greens Farms Academy ($5,000), according to its 2024 IRS Form 990-PF.
How large is H Smith Richardson Charitable Trust?
H Smith Richardson Charitable Trust reported $68.2M in total assets on its 2024 IRS Form 990-PF. It paid out $3.3M in qualifying distributions that year, against a required minimum of $3.2M (roughly 5% of its investment assets).
What is H Smith Richardson Charitable Trust's EIN?
H Smith Richardson Charitable Trust's EIN (Employer Identification Number) is 23-7245123. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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