The Patricia M & H William Smith Jr Foundation

Private foundation · Grantmaker Cooperstown, NY EIN: 16-1552523

The Patricia M & H William Smith Jr Foundation is a private foundation, based in Cooperstown, NY. IRS filing data is available from 2019 through 2023. In 2023, it awarded 6 grants totaling $31K.

Key facts about The Patricia M & H William Smith Jr Foundation

In short: The Patricia M & H William Smith Jr Foundation gave $31K across 6 grants in 2023 (avg $5K), mostly in Massachusetts. Source: 2023 IRS Form 990-PF.

EIN
16-1552523
Latest 990 filing
Form 990-PF, 2023
Annual giving (2023)
$31,250
Grants made (2023)
6
Average grant
$5,208
Median grant
$600
Primary geography
Massachusetts (96% of itemized 2023 grant dollars)

Data from IRS Form 990-PF, 2023; updated September 2026.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$31K

-81.5% YoY

Grant Count

6

-91.0% YoY

Avg Grant Size

$5K

+106.9% YoY

How The Patricia M & H William Smith Jr Foundation gives

  • Giving fell 84% from 2020 to 2023. Method
  • In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

22states

Share of 2023 grant dollars across all 6 itemized grants.

Cities

CooperstownNorwichNew YorkVailWashingtonBinghamtonPittsfieldAtlantaGreat BarringtonUticaBurlingtonCambridgeClintonCollege ParkDanversDeerfieldEmenstonLakevilleMontgomeryNew Hampton

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K108 grants2019 60 grants2020 77 grants2021 67 grants2022 6 grants2023

From 2019 to 2023, annual grant giving ranged from $31K (2023) to $191K (2020). In 2023 it made 6 grants totaling $31K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2023

Miss Hall's School: $25KMiss Hall's School$25KSmith College: $5KSmith College$5KColorscape Chenango Arts Festival: $1KColorscape Chenango ArtsFestival$1KGreater Norwich Foundation: $200Greater Norwich Foundation$200St Labre Indian School: $100St Labre Indian School$100Rescue Mission of Utica: $50Rescue Mission of Utica$50

The largest 2023 recipient was Miss Hall's School ($25K). Together the top 6 received $31K.

Grant Size Distribution

318 grants across all recorded years

318<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 318 grants of 318 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Miss Hall's School Pittsfield, MAEndowment$25,000
Smith College Northampton, MAEndowment$4,900
Colorscape Chenango Arts Festival Norwich, NYEndowment$1,000
Greater Norwich Foundation Norwich, NYEndowment$200
St Labre Indian School Ashland, MTEndowment$100
Rescue Mission of Utica Utica, NYEndowment$50

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023
Metric202320222021
Total Assets—$29,246$148,801
Revenue$3,702$51,706$204,636
Expenses$32,948$170,493$130,777
Qualifying Distributions$31,250$168,650$128,950
Net Investment Income——$1,279
Distributable Amount—$5,283$5,452

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 30, 2020)
  2. IRS filings on file for fiscal years 2020–2023

Leadership & Key People

Officers and directors from IRS filings

The Patricia M & H William Smith Jr Foundation is led by Patricia M Smith, President on every filing since 2019; none of the 3 officers listed in 2023 report compensation.

Officers on the 2023 filing

  • Patricia M Smith

    President

    On filings since 2019

    No compensation reported

  • H William Smith III

    Director

    On filings since 2019

    No compensation reported

  • Tracy L Fauver

    Treasurer

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Patricia M & H William Smith Jr Foundation

How much does The Patricia M & H William Smith Jr Foundation give each year?

The Patricia M & H William Smith Jr Foundation gave $31K across 6 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $169K across 67 grants.

What is The Patricia M & H William Smith Jr Foundation's typical grant size?

The Patricia M & H William Smith Jr Foundation's median grant in 2023 was $600, and its average grant was $5,208, across 6 grants on its 2023 IRS Form 990-PF.

Where does The Patricia M & H William Smith Jr Foundation give grants?

The Patricia M & H William Smith Jr Foundation gives mostly in Massachusetts: 96% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Norwich, NY (2 grants).

Does The Patricia M & H William Smith Jr Foundation give general operating support?

Not in 2023: none of the 6 grants with a stated purpose on The Patricia M & H William Smith Jr Foundation's 2023 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Endowment" (6 grants).

Who are The Patricia M & H William Smith Jr Foundation's largest grantees?

The Patricia M & H William Smith Jr Foundation's largest 2023 grantees include Miss Hall's School ($25,000), Smith College ($4,900) and Colorscape Chenango Arts Festival ($1,000), according to its 2023 IRS Form 990-PF. Together they received 99% of its itemized 2023 grant dollars.

What is The Patricia M & H William Smith Jr Foundation's EIN?

The Patricia M & H William Smith Jr Foundation's EIN (Employer Identification Number) is 16-1552523. IRS Form 990 filing data is available on this page for 2019–2023.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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