Horace H Smith Tr Uw

Foundation · Grantmaker MILWAUKEE, WI EIN: 31-6018668

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

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $45K (100%)

States

Ohio

Cities

Pleasant HillTroy

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Philanthropy, Voluntarism & Grantmaking

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.