Smith Foundation - Trustee, formerly known as the Edward P. and Mary Klein Smith Charitable Trust, is a private charitable foundation based in Orlando, Florida. The foundation operates as a 501(c)(3) private foundation with a single employee and is administered by Truist Bank as corporate trustee. The foundation was reorganized and adopted its current name in November 2023, when it received its IRS ruling.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$12.4M
+0.6% YoY
Annual Giving
$812K
-20.8% YoY
Grant Count
27
+0.0% YoY
Avg Grant Size
$30K
-20.8% YoY
Mission & Focus Areas
The charitable trust was established to provide donations of cash to various charitable organizations designated by the donors. The foundation's interest, dividends, and capital gains are used to make annual donations.
Primary funding focus areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Health Care
Grantmaking
The foundation operates without a public application process. Grants are made at trustee discretion according to the terms of the original trust document established by Edward P. and Mary Klein Smith.
Grant Range
approximately $33,000
Average Grant
approximately $33,000
How to Apply
**
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Geographic Focus
Where this funder awards grants
Primary funding regions:
- Kentucky
- Texas
- Ohio
Secondary funding regions:
- California
- Connecticut
- Illinois
- North Carolina
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total assets: $12,439,218
- Total revenues: $1,007,251
- Total expenses: $952,099
- Total giving: $812,047
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $12,439,218 | $12,365,155 | $13,106,523 |
| Revenue | $1,007,251 | $327,274 | $887,857 |
| Expenses | $952,099 | $1,196,515 | $994,873 |
| Qualifying Distributions | $881,685 | $1,091,747 | $914,618 |
| Net Investment Income | $938,754 | $324,513 | $807,072 |
| Distributable Amount | $972,552 | $994,047 | $910,999 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
133 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
No officer/director data available.
Contact Information
- Mailing Address: PO Box 919798, Orlando, FL 32891-9798
- Corporate Trustee: Truist Bank (formerly SunTrust Bank)
- General Truist Philanthropic Solutions Contact: sofia.b.aun@truist.com
- Email: Not publicly available
- Phone: Not publicly available
- Website: None identified
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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