Nellie Smith Trust
Nellie Smith Trust is a private foundation focused on Philanthropy, based in Hermitage, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $136K in total assets. In 2025, it awarded 1 grant totaling $53K. Net investment income was $38K.
Nellie Smith Trust at a glance
In short: Nellie Smith Trust gave $53K across 1 grant in 2025 (avg $53K), mostly in Colorado. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $52,944
- +13.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $52,944
- +13.2% vs 2024
- Median grant
- $52,944
- Total assets
- $136,446
- -13.8% vs 2024
- Primary geography
- Colorado (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Nellie Smith Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Christian & Missionary Alliance the Orchard Foundation ($53K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Nellie Smith Trust gives
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2025 it paid out 782% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $40K (2020) to $53K (2025). In 2025 it made 1 grant totaling $53K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Christian & Missionary Alliance the Orchard Foundation Colorado Springs, CO | Support the Orchard | $52,944 |
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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 | $136,446 | $40,260 | $61,951 | $52,944 | 1 | $55,298 | $37,886 | $7,070 |
| 2024 | $158,244 | $19,154 | $51,704 | $46,784 | 1 | $49,110 | $16,783 | $9,566 |
| 2023 | $190,815 | $19,112 | $46,411 | $41,686 | 1 | $44,004 | $16,123 | $10,163 |
| 2022 | $218,179 | $5,323 | $55,262 | $50,244 | 1 | $52,660 | $2,825 | $12,364 |
| 2021 | $269,121 | $54,811 | $50,387 | $44,450 | 1 | $47,022 | $51,915 | $15,902 |
| 2020 | $264,574 | $29,058 | $45,645 | $40,151 | 1 | — | $26,562 | $14,788 |
Under IRS private-foundation payout rules, Nellie Smith Trust reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Nellie Smith Trust's only listed officer is First National Trust Company, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
First National Trust Company
Trustee
On filings since 2020
1 hr/week
$2K (2020) → $2K (2025)
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 $2K, to First National Trust Company (Trustee).
Frequently asked questions about Nellie Smith Trust
How much does Nellie Smith Trust give each year?
Nellie Smith Trust gave $53K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $47K across 1 grant.
How large is Nellie Smith Trust?
Nellie Smith Trust reported $136K in total assets on its 2025 IRS Form 990-PF. It paid out $55K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).
What is Nellie Smith Trust?
Nellie Smith Trust is a private foundation focused on Philanthropy, based in Hermitage, PA. It holds $136K in total assets as of 2025.
Where does Nellie Smith Trust operate?
Nellie Smith Trust has awarded grants in Colorado.
What is Nellie Smith Trust's EIN?
Nellie Smith Trust's EIN (Employer Identification Number) is 25-6260063. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
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