Horace H Smith Tr Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $233K in total assets. In 2024, it awarded 3 grants totaling $12K. Net investment income was $10K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$233K
-2.0% YoY
Annual Giving
$12K
+10.3% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$4K
-26.5% YoY
Under IRS private-foundation payout rules, Horace H Smith Tr Uw reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.
About Horace H Smith Tr Uw
Based on IRS filings
Horace H Smith Tr Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $233K in total assets. In 2024, it awarded 3 grants totaling $12K. Net investment income was $10K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $233,377 | $238,111 | $246,423 |
| Revenue | $13,985 | $7,935 | $5,908 |
| Expenses | $18,715 | $16,245 | $8,172 |
| Qualifying Distributions | $14,172 | $12,192 | $3,540 |
| Net Investment Income | $9,517 | $4,228 | $2,459 |
| Distributable Amount | $14,719 | $13,312 | $13,301 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Health Partners Free Clinic ($5,015), Partners in Hope ($5,015), Miami County Humane Society ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MIAMI COUNTY HUMANE SOCIETY TROY, OH | GENERAL OPERATING | $2,000 |
| HEALTH PARTNERS FREE CLINIC TROY, OH | GENERAL OPERATING | $5,015 |
| PARTNERS IN HOPE TROY, OH | GENERAL OPERATING | $5,015 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE | 1 | $4,773 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Horace H Smith Tr Uw?
Horace H Smith Tr Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $233K in total assets as of 2024.
How large is Horace H Smith Tr Uw?
As of 2024, Horace H Smith Tr Uw holds $233K in total assets with $14K in annual revenue. It awarded 3 grants totaling $12K in 2024.
Where does Horace H Smith Tr Uw operate?
Horace H Smith Tr Uw has awarded grants in Ohio.
What size grants does Horace H Smith Tr Uw award?
In 2024, Horace H Smith Tr Uw awarded 3 grants totaling $12K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Horace H Smith Tr Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Horace H Smith Tr Uw reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Horace H Smith Tr Uw's EIN?
Horace H Smith Tr Uw's EIN (Employer Identification Number) is 31-6018668. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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