Roger B Smith Family Charitable Trust
Roger B Smith Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WELLINGTON, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 4 grants totaling $43K. Net investment income was $139K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
+5.4% YoY
Annual Giving
$43K
-5.8% YoY
Grant Count
4
-33.3% YoY
Avg Grant Size
$11K
+41.4% YoY
About Roger B Smith Family Charitable Trust
Based on IRS filings
Roger B Smith Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WELLINGTON, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 4 grants totaling $43K. Net investment income was $139K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,835,936 | $1,742,286 | $1,391,070 |
| Revenue | $158,557 | $408,677 | $52,657 |
| Expenses | $65,622 | $58,649 | $102,340 |
| Qualifying Distributions | $45,650 | $46,360 | $91,260 |
| Net Investment Income | $138,674 | $404,995 | $50,137 |
| Distributable Amount | $128,132 | $102,130 | $107,685 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROGER B SMITH | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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