James & Linda Smith Charitable Trust

ROANOKE, VA EIN: 33-6355754

James & Linda Smith Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROANOKE, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $803K in total assets. In 2024, it awarded 18 grants totaling $67K. Net investment income was $96K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$803K

+2.7% YoY

Annual Giving

$67K

+18.8% YoY

Grant Count

-25.0% YoY

Avg Grant Size

$4K

+58.3% YoY

Under IRS private-foundation payout rules, James & Linda Smith Charitable Trust reported a distributable amount of $49K for 2024 — the minimum it must pay out in qualifying distributions.

About James & Linda Smith Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $134K (49%)

North Carolina $132K (48%)

Vermont $8K (3%)

States

North Carolina Virginia Vermont

Cities

BlacksburgCarrboroChapel HillChristiansburgCorollaDanvilleDavidsonDurhamHillsboroughMartinsvilleMebanePittsboroRadfordRichmondSalemShelburneVintonWillow Spring

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$803,326	$781,858	$766,991
Revenue	$103,555	$84,623	$40,165
Expenses	$82,087	$69,756	$69,971
Qualifying Distributions	$74,053	$59,170	$58,339
Net Investment Income	$96,071	$74,447	$29,477
Distributable Amount	$49,153	$43,521	$45,689

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 2024

Grant Size Distribution

107 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Teen Driving Solutions Inc ($5,000), Durham Rescue Mission ($5,000), Friends of OCDSS ($5,000).

Recipient	Purpose	Amount
Free Clinic of the New River Valley Christiansburg, VA	Medical Care for Low Income Individuals	$3,500
Martinsville Cemetery Association I Martinsville, VA	Cemetery Upkeep	$1,500
Teen Driving Solutions Inc Willow Spring, NC	Remove automobile crashes as the number one cause of death for teenagers in America	$5,000
Durham Rescue Mission Durham, NC	Provide shelter to those in need	$5,000
Independent Animal Rescue Durham, NC	To provide funding for the care of homeless animals	$4,000
Shelburne Farms Shelburne, VT	Provide education for a sustainable future	$2,000
Paws4ever Mebane, NC	To provide funding for the care of homeless animals	$4,000
Carolina Tiger Rescue Pittsboro, NC	Protecting wild cats	$4,000
Interfaith Council for Social Servi Carrboro, NC	Assist in providing food to those in need	$2,000
Friends of OCDSS Hillsborough, NC	Meet the immediate needs of individuals and families who are clients of Orange County DSS	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Glenn Feldmann Darby Goodlat	Trustee	0.7	$5,165

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is James & Linda Smith Charitable Trust?

James & Linda Smith Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROANOKE, VA. It holds $803K in total assets as of 2024.

How large is James & Linda Smith Charitable Trust?

As of 2024, James & Linda Smith Charitable Trust holds $803K in total assets with $104K in annual revenue. It awarded 18 grants totaling $67K in 2024.

Where does James & Linda Smith Charitable Trust operate?

James & Linda Smith Charitable Trust has awarded grants in North Carolina, Virginia, Vermont.

What size grants does James & Linda Smith Charitable Trust award?

In 2024, James & Linda Smith Charitable Trust awarded 18 grants totaling $67K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is James & Linda Smith Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, James & Linda Smith Charitable Trust reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.