HTC Cottee Josephine & Evelyn Smith Foundatio
HTC Cottee Josephine & Evelyn Smith Foundatio is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Radnor, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $15.8M in total assets. In 2025, it awarded 13 grants totaling $735K. Net investment income was $5.1M.
Key facts about HTC Cottee Josephine & Evelyn Smith Foundatio
In short: HTC Cottee Josephine & Evelyn Smith Foundatio gave $735K across 13 grants in 2025 (avg $57K), mostly in Pennsylvania. 8% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 38-7137897
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $735,000
- Grants made (2025)
- 13
- Average grant
- $56,538
- Median grant
- $75,000
- New grantees (estimate)
- 8% first-time grantees (1 of 13, 2025)
- Total assets
- $15,760,155
- Primary geography
- Pennsylvania (96% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$15.8M
+36.1% YoY
Annual Giving
$735K
-1.0% YoY
Grant Count
13
+8.3% YoY
Avg Grant Size
$57K
-8.6% YoY
Under IRS private-foundation payout rules, HTC Cottee Josephine & Evelyn Smith Foundatio reported a distributable amount of $882K for 2025 — the minimum it must pay out in qualifying distributions.
Is HTC Cottee Josephine & Evelyn Smith Foundatio open to new grantees?
8%
first-time grantees, 2025
In 2025, 1 of 13 grantees (8%) were first-time recipients. First grants averaged $30K; repeat grants $59K. How we count
Medians: $30K first-time, $75K repeat.
- 92% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 13 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
68 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| PENNSYLVANIA SPCA Philadelphia, PA | ANIMAL WELFARE | $80,000 |
| WOMEN'S ANIMAL CENTER Bensalem, PA | ANIMAL WELFARE | $76,000 |
| SAINT JOHN NEUMANN CATHOLIC CHURCH Bryn Mawr, PA | RELIGIOUS | $75,000 |
| MONTGOMERY COUNTY SPCA Conshohocken, PA | ANIMAL WELFARE | $75,000 |
| WHYY Philadelphia, PA | PUBLIC BROADCASTING | $75,000 |
| LUDINGTON PUBLIC LIBRARY Bryn Mawr, PA | COMMUNITY | $75,000 |
| FRANCISVALE HOME FOR SMALLER ANIMALS Radnor, PA | ANIMAL WELFARE | $75,000 |
| PHILADELPHIA ANIMAL WELFARE SOCIETY Philadelphia, PA | ANIMAL WELFARE | $60,000 |
| BUCKS COUNTY SPCA Lahaska, PA | ANIMAL WELFARE | $50,000 |
| ANIMAL CARE AND CONTROL TEAM BANK Philadelphia, PA | GENERAL | $30,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $15,760,155 | $11,578,742 | $9,864,885 |
| Revenue | $5,145,224 | $2,660,610 | $1,200,440 |
| Expenses | $1,061,416 | $943,932 | $914,987 |
| Qualifying Distributions | $771,479 | $827,177 | $837,351 |
| Net Investment Income | $5,078,212 | $2,569,509 | $1,122,804 |
| Distributable Amount | $881,537 | $833,128 | $814,597 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
HTC Cottee Josephine & Evelyn Smith Foundatio's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
The Haverford Trust Company
Co-Trustee
On filings since 2020
$43K (2020) → $113K (2025)
Warren Meltzer
Co-Trustee
On filings since 2023
$38K (2023) → $73K (2025)
Former officers (1)
- Former: Roy S Ross (2020–2023) — Co-Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
Frequently asked questions about HTC Cottee Josephine & Evelyn Smith Foundatio
How much does HTC Cottee Josephine & Evelyn Smith Foundatio give each year?
HTC Cottee Josephine & Evelyn Smith Foundatio gave $735K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $742K across 12 grants.
What is HTC Cottee Josephine & Evelyn Smith Foundatio's typical grant size?
HTC Cottee Josephine & Evelyn Smith Foundatio's median grant in 2025 was $75,000, and its average grant was $56,538, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from HTC Cottee Josephine & Evelyn Smith Foundatio that year got $30K on average.
Where does HTC Cottee Josephine & Evelyn Smith Foundatio give grants?
HTC Cottee Josephine & Evelyn Smith Foundatio gives mostly in Pennsylvania: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Philadelphia, PA (5 grants) and Bryn Mawr, PA (2 grants).
Does HTC Cottee Josephine & Evelyn Smith Foundatio give general operating support?
Occasionally: 8% of HTC Cottee Josephine & Evelyn Smith Foundatio's 2025 grants with a stated purpose (1 of 13) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Animal Welfare" (9 grants).
Who are HTC Cottee Josephine & Evelyn Smith Foundatio's largest grantees?
HTC Cottee Josephine & Evelyn Smith Foundatio's largest 2025 grantees include Pennsylvania Spca ($80,000), Women's Animal Center ($76,000) and Saint John Neumann Catholic Church ($75,000), according to its 2025 IRS Form 990-PF. Together they received 31% of its itemized 2025 grant dollars.
How large is HTC Cottee Josephine & Evelyn Smith Foundatio?
HTC Cottee Josephine & Evelyn Smith Foundatio reported $15.8M in total assets on its 2025 IRS Form 990-PF. It paid out $771K in qualifying distributions that year, against a required minimum of $882K (roughly 5% of its investment assets).
What is HTC Cottee Josephine & Evelyn Smith Foundatio?
HTC Cottee Josephine & Evelyn Smith Foundatio is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Radnor, PA. It holds $15.8M in total assets as of 2025.
What is HTC Cottee Josephine & Evelyn Smith Foundatio's EIN?
HTC Cottee Josephine & Evelyn Smith Foundatio's EIN (Employer Identification Number) is 38-7137897. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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