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
Under IRS private-foundation payout rules, Roger B Smith Family Charitable Trust reported a distributable amount of $128K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include 3gen Ministries ($30,000), Green Creek Hounds Inc ($5,000), Mondays Hope ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 3GEN MINISTRIES GREENVILLE, SC | UNRESTRICTED | $30,000 |
| GREEN CREEK HOUNDS INC RUTHERFORDTON, NC | UNRESTRICTED | $5,000 |
| MONDAYS HOPE COLUMBUS, NC | UNRESTRICTED | $5,000 |
| STEPS TO HOPE INC COLUMBUS, NC | UNRESTRICTED | $2,500 |
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
Frequently Asked Questions
What is 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. It holds $1.8M in total assets as of 2024.
How large is Roger B Smith Family Charitable Trust?
As of 2024, Roger B Smith Family Charitable Trust holds $1.8M in total assets with $159K in annual revenue. It awarded 4 grants totaling $43K in 2024.
Where does Roger B Smith Family Charitable Trust operate?
Roger B Smith Family Charitable Trust has awarded grants in Florida, Georgia, Kentucky, North Carolina, Pennsylvania, South Carolina.
What size grants does Roger B Smith Family Charitable Trust award?
In 2024, Roger B Smith Family Charitable Trust awarded 4 grants totaling $43K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Roger B Smith Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Roger B Smith Family Charitable Trust reported a distributable amount of $128K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Roger B Smith Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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