James & Linda Smith Charitable Trust
The James & Linda Smith Charitable Trust is a private foundation based in Roanoke, Virginia. Its 2025 filing lists grants to organizations working in areas including animal care and conservation, education, food assistance, and support for seniors and people with disabilities.
James & Linda Smith Charitable Trust at a glance
In short: James & Linda Smith Charitable Trust gave $63K across 12 grants in 2025 (avg $5K), top state North Carolina. 25% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $63,400
- -4.7% vs 2024
- Grants made (2025)
- 12
- -33.3% vs 2024
- Average grant
- $5,283
- +43.0% vs 2024
- Median grant
- $4,000
- Total assets
- $830,756
- +3.4% vs 2024
- New grantees (estimate)
- 25% first-time grantees (3 of 12, 2025; small sample)
- Primary geography
- North Carolina (43% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to James & Linda Smith Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 111 Franklin Road Road 200, Roanoke, VA 24011
Phone: (540) 224-8000
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who James & Linda Smith Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Church of Divine Man ($20K). Together the top 10 received $60K.
Grant Size Distribution
99 grants across all recorded years
The most common grant size was under $50K: 99 grants of 99 (100%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars went to recipients in North Carolina (43%), Washington (42%), the District of Columbia (8%), Virginia (4%), and Vermont (3%). The trust is based in Roanoke, Virginia.
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
Cities
Is James & Linda Smith Charitable Trust open to new grantees?
25%
first-time grantees, 2025
In 2025, 3 of 12 grantees (25%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $11K; repeat grants $4K. How we count
Medians: $7K first-time, $4K repeat.
- 58% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+15%). Method
- In 2025 it paid out 118% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $45K (2020) to $67K (2024). In 2025 it made 12 grants totaling $63K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Church of Divine Man Everett, WA | Support Church Activities/Food Pantry | $20,000 |
| Homage Senior Services Everett, WA | support seniors and people with disabilities in Snohomish County. | $6,700 |
| Friends of OCDSS Hillsborough, NC | Meet the immediate needs of individuals and families who are clients of Orange County DSS | $5,000 |
| Durham Academy Durham, NC | Provide funds for the Durham Acadamy Scholarship Fund for needy students. | $5,000 |
| World Wildlife Fund Washington, DC | conserve and restore biodiversity | $5,000 |
| Independent Animal Rescue Durham, NC | To provide funding for the care of homeless animals | $4,000 |
| Paws4ever Mebane, NC | To provide funding for the care of homeless animals | $4,000 |
| Chatham Animal Rescue Pittsboro, NC | To provide funding for the care of homeless animals | $4,000 |
| Carolina Tiger Rescue Pittsboro, NC | Protecting wild cats | $4,000 |
| Swing it to End it Vinton, VA | To support research and provide education related to Alzheimer's | $2,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $830,756 | $109,525 | $82,095 | $63,400 | 12 | $63,400 | $90,888 | $53,928 |
| 2024 | $803,326 | $103,555 | $82,087 | $66,500 | 18 | $74,053 | $96,071 | $49,153 |
| 2023 | $781,858 | $84,623 | $69,756 | $56,000 | 24 | $59,170 | $74,447 | $43,521 |
| 2022 | $766,991 | $40,165 | $69,971 | $55,000 | 23 | $58,339 | $29,477 | $45,689 |
| 2021 | $796,797 | $77,349 | $64,538 | $51,000 | 22 | $54,534 | $67,934 | $52,215 |
| 2020 | $783,986 | $50,455 | $56,623 | $45,000 | 20 | — | $42,396 | $44,415 |
| 2019 | $790,154 | $53,273 | $64,457 | $53,500 | 14 | — | $46,063 | $42,646 |
Under IRS private-foundation payout rules, James & Linda Smith Charitable Trust reported a distributable amount of $54K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants show support for organizations addressing animal welfare and wildlife protection, education, food pantry services, community needs, and services for seniors and people with disabilities. For example, Independent Animal Rescue describes its work as rescuing and rehoming animals in central North Carolina, while Carolina Tiger Rescue says its mission is saving and protecting wildcats in captivity and in the wild. Shelburne Farms describes its mission as inspiring and cultivating learning for a sustainable future.
Grantmaking
In 2025, the trust reported 12 grants totaling $63,400. Grants ranged from $1,200 to $20,000, with a median of $4,000.
Notable 2025 grants included $20,000 to Church of Divine Man for church activities and a food pantry; $6,700 to Homage Senior Services to support seniors and people with disabilities in Snohomish County; and $5,000 each to Friends of OCDSS, Durham Academy, and World Wildlife Fund. Other grants included $4,000 each to Independent Animal Rescue, Paws4ever, Chatham Animal Rescue, and Carolina Tiger Rescue; $2,500 to Swing it to End it; $2,000 to Shelburne Farms; and $1,200 to Corolla Wild Horse Fund.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Glenn Feldmann Darby Goodlat and Susan E. B. Cook as trustees.
James & Linda Smith Charitable Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Glenn Feldmann Darby Goodlat
Trustee
On filings since 2019
0.7 hrs/week
$4K (2019) → $4K (2025)
Susan E. B. Cook
Trustee
New on the 2025 filing
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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
The highest reported compensation on the 2025 filing was $4K, to Glenn Feldmann Darby Goodlat (Trustee).
Frequently asked questions about James & Linda Smith Charitable Trust
How much does James & Linda Smith Charitable Trust give each year?
James & Linda Smith Charitable Trust gave $63K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $67K across 18 grants.
What is James & Linda Smith Charitable Trust's typical grant size?
James & Linda Smith Charitable Trust's median grant in 2025 was $4,000, and its average grant was $5,283, across 12 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from James & Linda Smith Charitable Trust that year got $11K on average.
Where does James & Linda Smith Charitable Trust give grants?
James & Linda Smith Charitable Trust's top state is North Carolina, with 43% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Washington (42%) and District of Columbia (8%). The most frequent recipient cities were Everett, WA (2 grants), Durham, NC (2 grants) and Pittsboro, NC (2 grants).
Does James & Linda Smith Charitable Trust give general operating support?
Not in 2025: none of the 12 grants with a stated purpose on James & Linda Smith Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To provide funding for the care of homeless animals" (3 grants).
Who are James & Linda Smith Charitable Trust's largest grantees?
James & Linda Smith Charitable Trust's largest 2025 grantees include Church of Divine Man ($20,000), Homage Senior Services ($6,700) and Friends of OCDSS ($5,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is James & Linda Smith Charitable Trust?
James & Linda Smith Charitable Trust reported $831K in total assets on its 2025 IRS Form 990-PF. It paid out $63K in qualifying distributions that year, against a required minimum of $54K (roughly 5% of its investment assets).
What does James & Linda Smith Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants show support for organizations addressing animal welfare and wildlife protection, education, food pantry services, community needs, and services for seniors and people with disabilities. See mission & focus areas ↑
How do I apply for a grant from James & Linda Smith Charitable Trust?
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is James & Linda Smith Charitable Trust's EIN?
James & Linda Smith Charitable Trust's EIN (Employer Identification Number) is 33-6355754. IRS Form 990 filing data is available on this page for 2019–2025.
Does James & Linda Smith Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 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 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work James & Linda Smith Charitable Trust funds
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Cite this profile
Grantable. (2026). James & Linda Smith Charitable Trust funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/james-and-linda-smith-charitable-trust-morg_25789a089053444d9a1b29d951ca62b9
BibTeX
@misc{grantable_336355754_2026,
author = {{Grantable}},
title = {{James \& Linda Smith Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/james-and-linda-smith-charitable-trust-morg_25789a089053444d9a1b29d951ca62b9},
note = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from James & Linda Smith 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.
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