Smith Foundation - Trustee
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.
Key facts about Smith Foundation - Trustee
- EIN
- 90-0587749
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $884,710
- Grants made (2025)
- 27
- Average grant
- $32,767
- Median grant
- $18,055
- Primary geography
- Kentucky (80% of itemized 2025 grant dollars)
- How to apply
- The foundation operates without a public application process.
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.
Who Smith Foundation - Trustee funds
By grant dollars, the top recipient states for Smith Foundation - Trustee's 27 itemized 2025 grants were Kentucky (80%), 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). 100% of grants with a stated purpose were for general or operating support.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$885K
+8.9% YoY
Grant Count
27
+0.0% YoY
Avg Grant Size
$33K
+8.9% 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
**
Ready to take the next step with Smith Foundation - Trustee?
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
Share of all 27 itemized 2025 grant dollars.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
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 2025
Grant Size Distribution
135 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include University of Louisville ($90,277), University of the Cumberlands ($90,277), University of Kentucky ($90,277).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 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
Frequently Asked Questions
What does Smith Foundation - Trustee fund?
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
How do I apply for a grant from Smith Foundation - Trustee?
**Grant Distribution:** • Annual giving: $812,000–$882,000 • Number of grants per year: 25–27 grants • Average grant size: approximately $33,000 • Typical grant range: $16,000–$175,000 **Application Process:** 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. **Recent Grantees (2024):** • University of the Cumberlands: $81,005 • Redwood School an…
Where does Smith Foundation - Trustee make grants?
Primary funding regions: • Kentucky • Texas • Ohio Secondary funding regions: • California • Connecticut • Illinois • North Carolina
What size grants does Smith Foundation - Trustee award?
In 2025, Smith Foundation - Trustee awarded 27 grants totaling $885K — an average of about $33K per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in Smith Foundation - Trustee's focus areas in our free grants database
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.