Smith Foundation - Trustee
Smith Foundation - Trustee is a private foundation based in Orlando, Florida. It makes contributions to preselected charitable organizations and supports recipients including universities, a school and rehabilitation provider, healthcare organizations, and other nonprofits.
Smith Foundation - Trustee at a glance
In short: Smith Foundation - Trustee gave $885K across 27 grants in 2025 (avg $33K), mostly in Kentucky. 4% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $884,710
- +8.9% vs 2024
- Grants made (2025)
- 27
- +0.0% vs 2024
- Average grant
- $32,767
- +8.9% vs 2024
- Median grant
- $18,055
- Total assets
- $20,914,675
- +68.1% vs 2024
- New grantees (estimate)
- 4% first-time grantees (1 of 27, 2025)
- Primary geography
- Kentucky (80% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Smith Foundation - Trustee
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests. It makes contributions only to preselected charitable organizations.
- Contact
Mailing address: PO Box 919798, Orlando, FL 32891-9798
Phone: (407) 237-5986
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Smith Foundation - Trustee funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was University of Louisville ($90K). Together the top 10 received $578K.
Grant Size Distribution
135 grants across all recorded years
The most common grant size was under $50K: 115 grants of 135 (85%).
Geographic Focus
Where this funder awards grants
In 2025, 80% of grant dollars went to recipients in Kentucky. Other recipient-state shares were North Carolina (5%), California (5%), Illinois (4%), and Connecticut (2%).
Grant Distribution by State
Share of 2025 grant dollars across all 27 itemized grants.
Cities
Is Smith Foundation - Trustee open to new grantees?
4%
first-time grantees, 2025
In 2025, 1 of 27 grantees (4%) were first-time recipients. First grants averaged $18K; repeat grants $33K. How we count
Medians: $18K first-time, $18K repeat.
- 96% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $812K (2024) to $1.0M (2023). In 2025 it made 27 grants totaling $885K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Louisville Louisville, KY | General Operating | $90,277 |
| University of the Cumberlands Williamsburg, KY | General Operating | $90,277 |
| University of Kentucky Lexington, KY | General Operating | $90,277 |
| Children's Home of Northern KY Covington, KY | General Operating | $63,194 |
| Community Services of N KY Florence, KY | General Operating | $45,139 |
| Billy Graham Ministries Charlotte, NC | General Operating | $45,139 |
| Redwood School & Rehabilitation Fort Mitchell, KY | General Operating | $45,139 |
| Crystal Cathedral Ministries Garden Grove, CA | General Operating | $45,139 |
| Alzheimer's Association Chicago, IL | General Operating | $36,111 |
| St Elizabeth Medical Center Inc Florence, KY | General Operating | $27,083 |
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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 | $20,914,675 | $9,519,185 | $1,047,944 | $884,710 | 27 | $955,993 | $9,447,373 | $894,858 |
| 2024 | $12,439,218 | $1,007,251 | $952,099 | $812,047 | 27 | $881,685 | $938,754 | $972,552 |
| 2023 | $12,365,155 | $327,274 | $1,196,515 | $1,025,428 | 27 | $1,091,747 | $324,513 | $994,047 |
| 2022 | $13,106,523 | $887,857 | $994,873 | $837,691 | 27 | $914,618 | $807,072 | $910,999 |
| 2021 | $13,194,385 | $1,488,972 | $1,047,767 | $866,614 | 27 | $956,450 | $1,397,359 | $985,002 |
| 2020 | $12,869,611 | $835,753 | $994,715 | $837,193 | 25 | — | $678,773 | $866,683 |
Under IRS private-foundation payout rules, Smith Foundation - Trustee reported a distributable amount of $895K 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 grants include support for educational institutions, disability services, and healthcare. The University of the Cumberlands describes its mission as providing affordable education grounded in Christian principles and leadership through service. Redwood School & Rehabilitation says it works to change how the world views and defines disability. St Elizabeth Medical Center describes itself as a Catholic healthcare ministry providing comprehensive and compassionate care.
Grantmaking
In 2025, the foundation made 27 grants totaling $884,710. Grants ranged from $18,055 to $90,277, with a median of $18,055. The largest listed grants were $90,277 each to the University of Louisville, the University of the Cumberlands, and the University of Kentucky, all for general operating support. Other notable grants included $63,194 to Children’s Home of Northern KY and $45,139 each to Community Services of N KY, Billy Graham Ministries, Redwood School & Rehabilitation, and Crystal Cathedral Ministries.
Other 2025 recipients included St Elizabeth Medical Center ($27,083) and Berea College ($18,055). Berea describes its mission as serving students of high promise and low means and covering costs beyond what students and families are expected to pay, without packaging loans.
Leadership & Key People
Officers and directors from IRS filings
Smith Foundation - Trustee's only listed officer is Truist Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2020
1 hr/week
$155K (2020) → $138K (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 $138K, to Truist Bank (Trustee).
Frequently asked questions about Smith Foundation - Trustee
How much does Smith Foundation - Trustee give each year?
Smith Foundation - Trustee gave $885K across 27 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $812K across 27 grants.
What is Smith Foundation - Trustee's typical grant size?
Smith Foundation - Trustee's median grant in 2025 was $18,055, and its average grant was $32,767, across 27 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Smith Foundation - Trustee that year got $18K on average.
Where does Smith Foundation - Trustee give grants?
Smith Foundation - Trustee gives mostly in Kentucky: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were North Carolina (5%) and California (5%). The most frequent recipient cities were Florence, KY (4 grants), Erlanger, KY (4 grants), Covington, KY (3 grants) and Louisville, KY (2 grants).
Does Smith Foundation - Trustee give general operating support?
Yes: 100% of Smith Foundation - Trustee's 2025 grants with a stated purpose (27 of 27) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Smith Foundation - Trustee's largest grantees?
Smith Foundation - Trustee's largest 2025 grantees include University of Louisville ($90,277), University of the Cumberlands ($90,277) and University of Kentucky ($90,277), according to its 2025 IRS Form 990-PF. Together they received 31% of its itemized 2025 grant dollars.
How large is Smith Foundation - Trustee?
Smith Foundation - Trustee reported $20.9M in total assets on its 2025 IRS Form 990-PF. It paid out $956K in qualifying distributions that year, against a required minimum of $895K (roughly 5% of its investment assets).
What does Smith Foundation - Trustee fund?
No mission statement for the foundation is provided. Its grants include support for educational institutions, disability services, and healthcare. See mission & focus areas ↑
How do I apply for a grant from Smith Foundation - Trustee?
The foundation does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Smith Foundation - Trustee's EIN?
Smith Foundation - Trustee's EIN (Employer Identification Number) is 90-0587749. IRS Form 990 filing data is available on this page for 2020–2025.
Does Smith Foundation - Trustee 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 4, 2023)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 9, 2021)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Smith Foundation - Trustee funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/smith-foundation-trustee-morg_3d0438b2e2d84d3d93d8eea1dbc2a845
BibTeX
@misc{grantable_900587749_2026,
author = {{Grantable}},
title = {{Smith Foundation - Trustee funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/smith-foundation-trustee-morg_3d0438b2e2d84d3d93d8eea1dbc2a845},
note = {Accessed 2026-10-15. 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 Smith Foundation - Trustee'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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