Jack D and Anita G Smart Charitable Trust

Private foundation · Grantmaker Augusta, ME EIN: 38-7335930

Jack D and Anita G Smart Charitable Trust is a private foundation, based in Augusta, ME. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $4.9M in total assets. In 2025, it awarded 8 grants totaling $375K. Net investment income was $240K.

Jack D and Anita G Smart Charitable Trust at a glance

In short: Jack D and Anita G Smart Charitable Trust gave $375K across 8 grants in 2025 (avg $47K), mostly in Maine. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$375,000
+270.5% vs 2024
Grants made (2025)
8
+0.0% vs 2024
Average grant
$46,875
+270.5% vs 2024
Median grant
$25,000
Total assets
$4,882,893
-3.1% vs 2024
Primary geography
Maine (80% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

Who Jack D and Anita G Smart Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Readfield Union Meeting House: $100KReadfield Union Meeting House$100KKennebec Valley YMCA: $100KKennebec Valley YMCA$100KSportsman's Alliance of Maine: $50KSportsman's Alliance of Maine$50KRegional School Unit 29: $25KRegional School Unit 29$25KHillsdale College: $25KHillsdale College$25KFather Flanagans Boys Home: $25KFather Flanagans Boys Home$25KShriners Hospitals for Children: $25KShriners Hospitals forChildren$25KCamp KV for Kids: $25KCamp KV for Kids$25K

The largest 2025 recipient was Readfield Union Meeting House ($100K). Together the top 8 received $375K.

Grant Size Distribution

16 grants across all recorded years

13<$50K1$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 13 grants of 16 (81%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

AugustaBoystownHillsdaleHoultonReadfieldTampa

How Jack D and Anita G Smart Charitable Trust gives

  • In 2025 it paid out 136% 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

$0$100K$200K$300K$400K0 grants2023 8 grants2024 8 grants2025

From 2024 to 2025, annual grant giving ranged from $101K (2024) to $375K (2025). In 2025 it made 8 grants totaling $375K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Readfield Union Meeting House Readfield, MEGeneral Financial Support$100,000
Kennebec Valley YMCA Augusta, MEGeneral Financial Support$100,000
Sportsman's Alliance of Maine Augusta, MEGeneral Financial Support$50,000
Regional School Unit 29 Houlton, MEGeneral Financial Support$25,000
Hillsdale College Hillsdale, MIGeneral Financial Support$25,000
Father Flanagans Boys Home Boystown, NEGeneral Financial Support$25,000
Shriners Hospitals for Children Tampa, FLGeneral Financial Support$25,000
Camp KV for Kids Augusta, MEGeneral Financial Support$25,000
Your AI grants department

Ready to take the next step with Jack D and Anita G Smart Charitable Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$4,882,893$258,625$419,231$375,0008$398,221$240,406$292,945
2024$5,041,390$6,104,852$117,212$101,2098$110,289$92,900$258,121

Under IRS private-foundation payout rules, Jack D and Anita G Smart Charitable Trust reported a distributable amount of $293K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Jack D and Anita G Smart Charitable Trust's only listed officer is Kennebec Savings Bank, Trustee on every filing since 2023 (compensated).

Officers on the 2025 filing

  • Kennebec Savings Bank

    Trustee

    On filings since 2023

    2 hrs/week

    $4K (2024) → $16K (2025)

Data from IRS Form 990 filings, 2023–2025. "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

Kennebec Savings Bank — Trustee: $16KKennebec Savings BankTrustee$16K

The highest reported compensation on the 2025 filing was $16K, to Kennebec Savings Bank (Trustee).

Frequently asked questions about Jack D and Anita G Smart Charitable Trust

How much does Jack D and Anita G Smart Charitable Trust give each year?

Jack D and Anita G Smart Charitable Trust gave $375K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $101K across 8 grants.

What is Jack D and Anita G Smart Charitable Trust's typical grant size?

Jack D and Anita G Smart Charitable Trust's median grant in 2025 was $25,000, and its average grant was $46,875, across 8 grants on its 2025 IRS Form 990-PF.

Where does Jack D and Anita G Smart Charitable Trust give grants?

Jack D and Anita G Smart Charitable Trust gives mostly in Maine: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Michigan (7%) and Nebraska (7%). The most frequent recipient cities were Augusta, ME (3 grants).

Does Jack D and Anita G Smart Charitable Trust give general operating support?

Yes: 100% of Jack D and Anita G Smart Charitable Trust's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Jack D and Anita G Smart Charitable Trust's largest grantees?

Jack D and Anita G Smart Charitable Trust's largest 2025 grantees include Readfield Union Meeting House ($100,000), Kennebec Valley YMCA ($100,000) and Sportsman's Alliance of Maine ($50,000), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.

How large is Jack D and Anita G Smart Charitable Trust?

Jack D and Anita G Smart Charitable Trust reported $4.9M in total assets on its 2025 IRS Form 990-PF. It paid out $398K in qualifying distributions that year, against a required minimum of $293K (roughly 5% of its investment assets).

What is Jack D and Anita G Smart Charitable Trust's EIN?

Jack D and Anita G Smart Charitable Trust's EIN (Employer Identification Number) is 38-7335930. IRS Form 990 filing data is available on this page for 2023–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
  3. IRS filings on file for fiscal years 2023–2024

Explore Open Grants

Browse active grant opportunities in Jack D and Anita G Smart Charitable Trust's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Maine

Mutual of America Foundation

New York, NY

Philanthropy, Voluntarism & Grantmaking

Assets

$136K

Grants

539

Total Given

$839K

WK Kellogg Foundation

Battle Creek, MI

The W.K. Kellogg Foundation funds work to help children, families, and communities thrive, including early education, health equity, food systems, family economic well-being, and racial equity. In 2025, its grants ranged from $50 to nearly $5 million, with a median of $100,000; it funds across the United States, with long-term commitments in several states and communities, as well as parts of Mexico and Haiti. It accepts unsolicited proposals online at any time.

Assets

$481.0M

Grants

1,818

Total Given

$303.9M

The Ford Foundation

New York, NY

The Ford Foundation funds organizations and initiatives working to reduce inequality and advance social justice, including work on civic engagement, civil rights, climate justice, disability rights, and technology and society. In 2024, its grants ranged from $45 to $15 million, with a median of $100,000, supporting work in the U.S. and internationally. It says most grants are identified by the foundation and it does not accept unsolicited proposals by mail, email, or phone; limited opportunities may be offered separately.

Philanthropy, Voluntarism & Grantmaking

Assets

$17.5B

Grants

4,007

Total Given

$844.7M

The Robert Wood Johnson Foundation

Princeton, NJ

The Robert Wood Johnson Foundation funds efforts to improve health and health equity in the United States, including systems change addressing structural barriers to health. In 2024, its grants ranged from $125 to $12.15 million, with a median of $40,000. It typically funds through targeted programs and partnerships; whether it accepts unsolicited requests is not stated.

Philanthropy, Voluntarism & Grantmaking

Assets

$13.4B

Grants

3,093

Total Given

$622.6M

Charles Stewart Mott Foundation

Flint, MI

The Charles Stewart Mott Foundation funds nonprofits working in civil society, youth engagement, environmental sustainability, and Flint-area community development, in Flint and communities around the world. Its 2024 grants had a median of $55,000, though awards ranged widely; it does not accept unsolicited funding requests and supports preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$3.8B

Grants

834

Total Given

$166.4M

The Chicago Community Trust

Chicago, IL

The Chicago Community Trust funds eligible nonprofits working to narrow the wealth gap and meet urgent needs, with priorities including economic mobility, education, jobs, homeownership, and community development in metropolitan Chicago and Cook County. Its 2025 grants had a median of $26,500, though amounts varied widely; the profile does not state whether it accepts unsolicited requests.

Assets

$7.1B

Grants

4,316

Total Given

$1.2B

More similar funders

More Funders in Maine

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Jack D and Anita G Smart Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

Jack D and Anita G Smart Charitable Trust down — hundreds of funders to go?

Want AI to do this for you?