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.
Key facts about Roger B Smith Family Charitable Trust
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.
- EIN
- 58-6331843
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $174,000
- Grants made (2025)
- 18
- Average grant
- $9,667
- Median grant
- $5,000
- Total assets
- $2,102,069
- Primary geography
- Florida (34% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. 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
$2.1M
+14.5% YoY
Annual Giving
$174K
+309.4% YoY
Grant Count
18
+350.0% YoY
Avg Grant Size
$10K
-9.0% YoY
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.
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.
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.
Ready to take the next step with Roger B Smith Family Charitable Trust?
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 all 18 itemized 2025 grant dollars.
States
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $2,102,069 | $453,948 | $184,025 | $174,000 (18 grants) |
| 2024 | $1,835,936 | $158,557 | $65,622 | $42,500 (4 grants) |
| 2023 | $1,742,286 | $408,677 | $58,649 | $45,100 (6 grants) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,102,069 | $1,835,936 | $1,742,286 |
| Revenue | $453,948 | $158,557 | $408,677 |
| Expenses | $184,025 | $65,622 | $58,649 |
| Qualifying Distributions | $177,412 | $45,650 | $46,360 |
| Net Investment Income | $421,900 | $138,674 | $404,995 |
| Distributable Amount | $129,970 | $128,132 | $102,130 |
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 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)
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.
Contact
Mailing address: 3560 Ambassador Drive, Wellington, FL 33414
Phone: (561) 383-8407
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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Roger B Smith Family Charitable Trust by hand.
Explore Open Grants
Browse active grant opportunities in Roger B Smith Family Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Joe R & Joella F Utley Foundation Inc
Wilmington, DE
The foundation supports charitable organizations working in areas including health and wellness, animal welfare, community assistance, music, and veterans’ services, with 2024 grants primarily benefiting North and South Carolina and smaller shares going to Hawaii and Texas. Its 2024 grants ranged from $2,500 to $75,000, with a median of $10,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$6.9M
Grants
17
Total Given
$218K
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce development, local economic development and recovery, disaster resilience, conservation, and economic opportunity in communities across North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. It reports more than $30 million in annual charitable grants; awards vary widely, with a 2024 median of $25,000, and applications of $20,000 or less are accepted on a rolling basis. Applicants should contact their local Foundation representative before applying.
Assets
$1.9M
Grants
41
Total Given
$25.6M
Davis-McCullough Foundation Inc
Osprey, FL
Assets
$1.6M
Grants
5
Total Given
$243K
Bertil and Joyce Kjellgren Family
West Palm Beach, FL
Assets
$2.6M
Grants
9
Total Given
$89K
Arnold Foundation
Wilkes-Barre, PA
The Arnold Foundation funds community welfare, scholarships, and charitable organizations, including human services, housing, animal welfare, and health causes. Its 2025 grants ranged from $2,000 to $7,000, with a median of $4,000; it gave across several states and prefers Luzerne County residents when funds allow. Applications are accepted at any time, and any charitable organization is eligible.
Assets
$583K
Grants
12
Total Given
$48K
The Dobbs Family Charitable Foundation
Walnut Creek, CA
The Dobbs Family Charitable Foundation reported $30,000 in grants in 2025, with awards ranging from $1,000 to $10,000, supporting organizations in California and North Carolina across several fields. It gives only to preselected charitable organizations and does not accept unsolicited requests.
Assets
$425K
Grants
13
Total Given
$30K
Huebscher Family Foundation Inc
Pennington, NJ
The Huebscher Family Foundation supports preselected charitable organizations with unrestricted general support; recent grantees work in areas including health, family support, youth, arts, animal welfare, and community initiatives. In 2025, it made 16 grants of $1,000–$15,000, with a median of $2,500, to organizations across several states and Washington, DC. It does not accept unsolicited requests.
Assets
$1.4M
Grants
16
Total Given
$54K
The Story Foundation Inc
Black Mountain, NC
The foundation supports people in need through grants for food, shelter, dental and medical care, religious work, and community outreach. Recent grants ranged from $500 to $5,000, with a median of $1,000, and went mainly to North Carolina organizations, with some funding in other states. It lists an application form and contact, and says it does not restrict giving to preselected organizations.
Assets
$302K
Grants
19
Total Given
$30K
Kingdom Charitable Trust
West Palm Beach, FL
The trust supports nonprofits serving disadvantaged people and communities, including work in medical outreach, housing, trafficking prevention, child welfare, education, and youth development. Its 2024 grants ranged from $250 to $82,500, with a median of $16,500; most funding went to Florida organizations, though it also funded groups elsewhere. It does not accept unsolicited funding requests, though prospective grantees may submit a letter of inquiry.
Assets
—
Grants
75
Total Given
$1.6M
Marshall E Rinker Sr Foundation Inc
West Palm Beach, FL
The foundation funds education and scholarships, cancer research, housing, community programs, children and youth services, and disaster relief. In 2024, grants ranged from $1,000 to $250,000, with a median of $27,500; most funding went to Florida, with additional grants in South Carolina, New York, Washington, DC, and Ohio. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$25.9M
Grants
20
Total Given
$1.4M
Thomas & Nephele Wing Domencich Fdn
Wellington, FL
The foundation supports equestrian programs, animal welfare, health care, conservation, and other charitable organizations, with recent grants concentrated in Florida, New Jersey, and Massachusetts. In 2025, awards ranged from $100 to $20,000, with a median of $1,500; it gives only to preselected organizations and does not accept unsolicited requests.
Assets
$1.6M
Grants
25
Total Given
$72K
Webster Family Foundation (Fka
Palm Beach Gardens, FL
In 2024, the Webster Family Foundation supported arts and culture, education, and youth programs, with grants ranging from $2,000 to $125,000 and a median of $10,000. Giving was concentrated in Massachusetts, Nebraska, and Florida, with smaller grants in Virginia and New York. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$4.0M
Grants
35
Total Given
$562K
More Funders in Florida
Roger B Smith Family Charitable Trust down — hundreds of funders to go?