Roger B Smith Family Charitable Trust
The Roger B Smith Family Charitable Trust is a private foundation based in Wellington, Florida. In filing year 2025, it reported 18 grants totaling $174,000 to charitable organizations.
Roger B Smith Family Charitable Trust at a glance
In short: Roger B Smith Family Charitable Trust gave $174K across 18 grants in 2025 (avg $10K), top state Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $174,000
- +309.4% vs 2024
- Grants made (2025)
- 18
- +350.0% vs 2024
- Average grant
- $9,667
- -9.0% vs 2024
- Median grant
- $5,000
- Total assets
- $2,102,069
- +14.5% vs 2024
- Primary geography
- Florida (34% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Roger B Smith Family Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 3560 Ambassador Drive, Wellington, FL 33414
Phone: (561) 383-8407
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Roger B Smith Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Danny & Ron's Rescue ($50K). Together the top 10 received $145K.
Grant Size Distribution
51 grants across all recorded years
The most common grant size was under $50K: 50 grants of 51 (98%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars were distributed among recipients in Florida (34%), South Carolina (20%), North Carolina (20%), Ohio (14%), and Rhode Island (6%). Listed 2025 grantees also include Rare Village Foundation in Texas.
Grant Distribution by State
Share of 2025 grant dollars across all 18 itemized grants.
States
Cities
How Roger B Smith Family Charitable Trust gives
- Giving grew 93% from 2022 to 2025. Method
- In 2025 it paid out 137% 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 $43K (2024) to $174K (2025). In 2025 it made 18 grants totaling $174K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Danny & Ron's Rescue Wellington, FL | Unrestricted | $50,000 |
| 3GEN Ministries Greenville, SC | Unrestricted | $30,000 |
| Fidelity Charitable Trust Cincinnati, OH | Unrestricted | $25,000 |
| Foothills Humane Society Columbus, NC | Unrestricted | $10,000 |
| Kidsenses Inc (DBA Childrens Museum) Rutherfordton, NC | Unrestricted | $5,000 |
| Mondays Hope Columbus, NC | Unrestricted | $5,000 |
| Rare Village Foundation McKinney, TX | Unrestricted | $5,000 |
| Salt Ponds Coalition Inc Charlestown, RI | Unrestricted | $5,000 |
| Spartanburg County Foundation Spartanburg, SC | Unrestricted | $5,000 |
| St David Episcopal Church Wellington, FL | Unrestricted | $5,000 |
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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 | $2,102,069 | $453,948 | $184,025 | $174,000 | 18 | $177,412 | $421,900 | $129,970 |
| 2024 | $1,835,936 | $158,557 | $65,622 | $42,500 | 4 | $45,650 | $138,674 | $128,132 |
| 2023 | $1,742,286 | $408,677 | $58,649 | $45,100 | 6 | $46,360 | $404,995 | $102,130 |
| 2022 | $1,391,070 | $52,657 | $102,340 | $90,000 | 14 | $91,260 | $50,137 | $107,685 |
| 2021 | $1,439,097 | $380,608 | $96,349 | $91,500 | 9 | $92,707 | $378,193 | $103,987 |
| 2020 | $1,153,199 | $32,195 | $57,863 | $52,500 | 5 | — | $29,895 | $73,120 |
Under IRS private-foundation payout rules, Roger B Smith Family Charitable Trust reported a distributable amount of $130K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations with varied missions. For example, 3Gen Ministries describes its mission as Christian men’s discipleship; Foothills Humane Society says it shelters and adopts animals, prevents cruelty, and educates the public about responsible animal ownership; and Steps to Hope describes work to prevent domestic and sexual abuse and assist victims.
Other 2025 grantees include Vinceremos Riding Center, which says it serves people with disabilities through recreational and therapeutic horseback riding; Salt Ponds Coalition, which works to protect Rhode Island’s salt ponds; and Rare Village Foundation, which says it supports people affected by rare diseases and works toward cures.
Grantmaking
In filing year 2025, the trust reported 18 grants totaling $174,000. Grants ranged from $2,500 to $50,000, with a median grant of $5,000.
The largest reported grants were $50,000 to Danny & Ron’s Rescue, $30,000 to 3Gen Ministries, $25,000 to Fidelity Charitable Trust, and $10,000 to Foothills Humane Society. Other reported 2025 grants included $5,000 each to KidSenses Inc. (DBA Children’s Museum), Mondays Hope, Rare Village Foundation, Salt Ponds Coalition, Spartanburg County Foundation, St. David Episcopal Church, St. Francis Episcopal Church, Steps to Hope, and Vinceremos Riding Center.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Roger B Smith as trustee.
Roger B Smith Family Charitable Trust is led by Roger B. Smith, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Roger B. Smith
Trustee
On filings since 2020
1 hr/week
No compensation reported
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.
Frequently asked questions about Roger B Smith Family Charitable Trust
How much does Roger B Smith Family Charitable Trust give each year?
Roger B Smith Family Charitable Trust gave $174K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $43K across 4 grants.
What is Roger B Smith Family Charitable Trust's typical grant size?
Roger B Smith Family Charitable Trust's median grant in 2025 was $5,000, and its average grant was $9,667, across 18 grants on its 2025 IRS Form 990-PF.
Where does Roger B Smith Family Charitable Trust give grants?
Roger B Smith Family Charitable Trust's top state is Florida, with 34% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were South Carolina (20%) and North Carolina (20%). The most frequent recipient cities were Columbus, NC (3 grants), Rutherfordton, NC (3 grants), Wellington, FL (2 grants) and Charlestown, RI (2 grants).
Does Roger B Smith Family Charitable Trust give general operating support?
Yes: 100% of Roger B Smith Family Charitable Trust's 2025 grants with a stated purpose (18 of 18) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Roger B Smith Family Charitable Trust's largest grantees?
Roger B Smith Family Charitable Trust's largest 2025 grantees include Danny & Ron's Rescue ($50,000), 3GEN Ministries ($30,000) and Fidelity Charitable Trust ($25,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Roger B Smith Family Charitable Trust?
Roger B Smith Family Charitable Trust reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $177K in qualifying distributions that year, against a required minimum of $130K (roughly 5% of its investment assets).
What does Roger B Smith Family Charitable Trust fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from Roger B Smith Family Charitable Trust?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Roger B Smith Family Charitable Trust's EIN?
Roger B Smith Family Charitable Trust's EIN (Employer Identification Number) is 58-6331843. IRS Form 990 filing data is available on this page for 2020–2025.
Does Roger B Smith Family Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 25, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 10, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 18, 2026)
Live grants for the work Roger B Smith Family Charitable Trust funds
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Cite this profile
Grantable. (2026). Roger B Smith Family Charitable Trust funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/roger-b-smith-family-charitable-trust-morg_837e1002827e4a5daacb0a9ed8e6a07f
BibTeX
@misc{grantable_586331843_2026,
author = {{Grantable}},
title = {{Roger B Smith Family Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/roger-b-smith-family-charitable-trust-morg_837e1002827e4a5daacb0a9ed8e6a07f},
note = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Roger B Smith Family Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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