James & Linda Smith Charitable Trust

Private foundation · Grantmaker Roanoke, VA EIN: 33-6355754

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.

Key facts about James & Linda Smith Charitable Trust

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.

EIN
33-6355754
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$63,400
Grants made (2025)
12
Average grant
$5,283
Median grant
$4,000
New grantees (estimate)
25% first-time grantees (3 of 12, 2025)
Total assets
$830,756
Primary geography
North Carolina (43% of itemized 2025 grant dollars)
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. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$831K

+3.4% YoY

Annual Giving

$63K

-4.7% YoY

Grant Count

12

-33.3% YoY

Avg Grant Size

$5K

+43.0% YoY

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.

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. 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.

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.

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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

5states

Share of 2025 grant dollars across all 12 itemized grants.

Cities

BlacksburgDurhamPittsboroRichmondChristiansburgHillsboroughMartinsvilleMebaneShelburneCarrboroRadfordSalemWillow SpringChapel HillDavidsonVintonCorollaEverettCharlottesvilleDanville

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K14 grants2019 20 grants2020 22 grants2021 23 grants2022 24 grants2023 18 grants2024 12 grants2025

From 2019 to 2025, annual grant giving ranged from $45K (2020) to $67K (2024). In 2025 it made 12 grants totaling $63K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Church of Divine Man: $20KChurch of Divine Man$20KHomage Senior Services: $7KHomage Senior Services$7KFriends of OCDSS: $5KFriends of OCDSS$5KDurham Academy: $5KDurham Academy$5KWorld Wildlife Fund: $5KWorld Wildlife Fund$5KIndependent Animal Rescue: $4KIndependent Animal Rescue$4KPaws4ever: $4KPaws4ever$4KChatham Animal Rescue: $4KChatham Animal Rescue$4KCarolina Tiger Rescue: $4KCarolina Tiger Rescue$4KSwing it to End it: $3KSwing it to End it$3K

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

99<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 99 grants of 99 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Church of Divine Man Everett, WASupport Church Activities/Food Pantry$20,000
Homage Senior Services Everett, WAsupport seniors and people with disabilities in Snohomish County.$6,700
Friends of OCDSS Hillsborough, NCMeet the immediate needs of individuals and families who are clients of Orange County DSS$5,000
Durham Academy Durham, NCProvide funds for the Durham Acadamy Scholarship Fund for needy students.$5,000
World Wildlife Fund Washington, DCconserve and restore biodiversity$5,000
Independent Animal Rescue Durham, NCTo provide funding for the care of homeless animals$4,000
Paws4ever Mebane, NCTo provide funding for the care of homeless animals$4,000
Chatham Animal Rescue Pittsboro, NCTo provide funding for the care of homeless animals$4,000
Carolina Tiger Rescue Pittsboro, NCProtecting wild cats$4,000
Swing it to End it Vinton, VATo support research and provide education related to Alzheimer's$2,500

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2025 $830,756 $109,525 $82,095 $63,400 12
2024 $803,326 $103,555 $82,087 $66,500 18
2023 $781,858 $84,623 $69,756 $56,000 24
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$830,756$803,326$781,858
Revenue$109,525$103,555$84,623
Expenses$82,095$82,087$69,756
Qualifying Distributions$63,400$74,053$59,170
Net Investment Income$90,888$96,071$74,447
Distributable Amount$53,928$49,153$43,521

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 9, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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

Glenn Feldmann Darby Goodlat — Trustee: $4KGlenn Feldmann Darby…Trustee$4K

The highest reported compensation on the 2025 filing was $4K, to Glenn Feldmann Darby Goodlat (Trustee).

Contact

Mailing address: 111 Franklin Road Road 200, Roanoke, VA 24011
Phone: (540) 224-8000

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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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