Marion L Smith Charitable Trust
Marion L Smith Charitable Trust is a private foundation, based in Brooklyn, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $720K in total assets. In 2025, it awarded 7 grants totaling $21K. Net investment income was $60K.
Key facts about Marion L Smith Charitable Trust
In short: Marion L Smith Charitable Trust gave $21K across 7 grants in 2025 (avg $3K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 14-6161012
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $21,071
- Grants made (2025)
- 7
- Average grant
- $3,010
- Median grant
- $3,011
- Total assets
- $720,166
- Primary geography
- New York (86% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$720K
+5.0% YoY
Annual Giving
$21K
+40.6% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$3K
+40.6% YoY
Under IRS private-foundation payout rules, Marion L Smith Charitable Trust reported a distributable amount of $42K for 2025 — the minimum it must pay out in qualifying distributions.
How Marion L Smith Charitable Trust gives
- Giving fell 55% from 2022 to 2025. Method
- In 2025 it paid out 60% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $15K (2024) to $47K (2022). In 2025 it made 7 grants totaling $21K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Cystic Fibrosis Foundation ($3K). Together the top 7 received $21K.
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 36 grants of 36 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cystic Fibrosis Foundation Bethesda, MD | Satisfy Exempt Purpose of | $3,011 |
| Northeastern Assn of the Blind at Albany Albany, NY | Satisfy Exempt Purpose of | $3,011 |
| St Catherines Ctr for Children Albany, NY | Satisfy Exempt Purpose of | $3,011 |
| General Peter Gansevoort Cohoes, NY | Satisfy Exempt Purpose of | $3,011 |
| Parson's Child and Family Center Albany, NY | Satisfy Exempt Purpose of | $3,009 |
| St Peters Hospital Foundation Albany, NY | Satisfy Exempt Purpose of | $3,009 |
| Center for the Disabled Albany, NY | Satisfy Exempt Purpose of | $3,009 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $720,166 | $686,039 | $672,838 |
| Revenue | $68,330 | $40,768 | $26,056 |
| Expenses | $34,223 | $27,238 | $48,626 |
| Qualifying Distributions | $24,948 | $18,716 | $41,097 |
| Net Investment Income | $59,680 | $32,330 | $18,276 |
| Distributable Amount | $41,626 | $39,610 | $37,152 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 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 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
Leadership & Key People
Officers and directors from IRS filings
Marion L Smith Charitable Trust's only listed officer is Keybank N A, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Keybank N A
Trustee
On filings since 2021
1 hr/week
$12K (2021) → $11K (2025)
Former officers (1)
- Former: KEY Bank N A (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $11K, to Keybank N a (Trustee).
Frequently asked questions about Marion L Smith Charitable Trust
How much does Marion L Smith Charitable Trust give each year?
Marion L Smith Charitable Trust gave $21K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 7 grants.
What is Marion L Smith Charitable Trust's typical grant size?
Marion L Smith Charitable Trust's median grant in 2025 was $3,011, and its average grant was $3,010, across 7 grants on its 2025 IRS Form 990-PF.
Where does Marion L Smith Charitable Trust give grants?
Marion L Smith Charitable Trust gives mostly in New York: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (14%). The most frequent recipient cities were Albany, NY (5 grants).
Who are Marion L Smith Charitable Trust's largest grantees?
Marion L Smith Charitable Trust's largest 2025 grantees include Cystic Fibrosis Foundation ($3,011), Northeastern Assn of the Blind at Albany ($3,011) and St Catherines Ctr for Children ($3,011), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is Marion L Smith Charitable Trust?
Marion L Smith Charitable Trust reported $720K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $42K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Marion L Smith Charitable Trust's EIN?
Marion L Smith Charitable Trust's EIN (Employer Identification Number) is 14-6161012. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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