John G & Phyllis W Smale Family Foundation
John G & Phyllis W Smale Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 7 grants totaling $87K. Net investment income was $111K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
+1.7% YoY
Annual Giving
$87K
-4.7% YoY
Grant Count
7
-12.5% YoY
Avg Grant Size
$12K
+9.0% YoY
Under IRS private-foundation payout rules, John G & Phyllis W Smale Family Foundation reported a distributable amount of $106K for 2024 — the minimum it must pay out in qualifying distributions.
About John G & Phyllis W Smale Family Foundation
Based on IRS filings
John G & Phyllis W Smale Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 7 grants totaling $87K. Net investment income was $111K.
Focus Areas
Ready to take the next step with John G & Phyllis W Smale Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,396,909 | $1,372,951 | $1,410,238 |
| Revenue | $139,341 | $97,386 | $217,438 |
| Expenses | $116,110 | $116,495 | $46,524 |
| Qualifying Distributions | $88,670 | $91,187 | $21,385 |
| Net Investment Income | $110,774 | $75,510 | $193,733 |
| Distributable Amount | $106,486 | $93,999 | $94,341 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
32 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Cincinnati Parks Foundation ($55,000), Mill Creek Alliance ($10,000), Love Grows Program Inc ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CINCINNATI CENTER CITY DEVELOPMENT CINCINNATI, OH | PROJECT/PROGRAM SUPPORT | $5,000 |
| CINCINNATI PARKS FOUNDATION CINCINNATI, OH | PROJECT/PROGRAM SUPPORT | $55,000 |
| MILL CREEK ALLIANCE CINCINNATI, OH | PROJECT/PROGRAM SUPPORT | $10,000 |
| EVERY CHILD SUCCEEDS CINCINNATI, OH | SCHOLARSHIP | $5,000 |
| KENYON COLLEGE GAMBIER, OH | PROJECT/PROGRAM SUPPORT | $500 |
| DUKE UNIVERSITY DURHAM, NC | ANNUAL FUND | $1,000 |
| LOVE GROWS PROGRAM INC CINCINNATI, OH | GENERAL OPERATING FUNDS | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHRIS CALEMEYER | SECRETARY & DIRECTOR | 1 | — |
| LISA DIEDRICHS | PRESIDENT & DIRECTOR | 1 | — |
| MADDIE CALDEMEYER | DIRECTOR | 1 | — |
| EMMA DURHAM | VICE PRESIDENT & DIRECTOR | 1 | — |
| SAM DURHAM | DIRECTOR | 1 | — |
| JAY SMALE | DIRECTOR | 1 | — |
| LISA SMALE | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is John G & Phyllis W Smale Family Foundation?
John G & Phyllis W Smale Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. It holds $1.4M in total assets as of 2024.
How large is John G & Phyllis W Smale Family Foundation?
As of 2024, John G & Phyllis W Smale Family Foundation holds $1.4M in total assets with $139K in annual revenue. It awarded 7 grants totaling $87K in 2024.
Where does John G & Phyllis W Smale Family Foundation operate?
John G & Phyllis W Smale Family Foundation has awarded grants in North Carolina, Ohio.
What size grants does John G & Phyllis W Smale Family Foundation award?
In 2024, John G & Phyllis W Smale Family Foundation awarded 7 grants totaling $87K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is John G & Phyllis W Smale Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, John G & Phyllis W Smale Family Foundation reported a distributable amount of $106K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is John G & Phyllis W Smale Family Foundation's EIN?
John G & Phyllis W Smale Family Foundation's EIN (Employer Identification Number) is 20-1971145. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in John G & Phyllis W Smale Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Greater Cincinnati Foundation
CINCINNATI, OH
Assets
$1.0B
Grants
1,408
Total Given
$184.4M
Carol Ann and Ralph V Haile Jr
CINCINNATI, OH
Assets
$283.2M
Grants
167
Total Given
$11.8M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Ge Aerospace Foundation
NORWALK, CT
Assets
$22.5M
Grants
2,467
Total Given
$15.3M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Williams Foundation
CINCINNATI, OH
Assets
$12.5M
Grants
47
Total Given
$1.0M
Charities Aid Foundation America
ALEXANDRIA, VA
Assets
$444.9M
Grants
10,157
Total Given
$466.3M
Farmer Family Foundation
CINCINNATI, OH
Assets
$242.2M
Grants
181
Total Given
$49.6M
T Rowe Price Program for Charitable
BALTIMORE, MD
Assets
$648.3M
Grants
2,900
Total Given
$132.5M
Earthward Bound Foundation
CINCINNATI, OH
Assets
$5.8M
Grants
61
Total Given
$177K
Tr Uw Jacob Schmidlapp #1
CINCINNATI, OH
Assets
$56.9M
Grants
60
Total Given
$2.9M
More Funders in Ohio
Data last updated April 2026. Sourced from IRS Form 990-PF filings.