The William H and Patricia M Smith Foundation

Private foundation · Grantmaker Louisville, KY EIN: 38-3213042

THE WILLIAM H AND PATRICIA M SMITH is a private foundation based in Louisville, Kentucky. Its 2025 grants supported organizations working in areas including arts and culture, youth services, poverty reduction, and community support.

Key facts about The William H and Patricia M Smith Foundation

In short: The William H and Patricia M Smith Foundation gave $343K across 19 grants in 2025 (avg $18K), top state California. 32% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
38-3213042
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$343,000
Grants made (2025)
19
Average grant
$18,053
Median grant
$10,000
New grantees (estimate)
32% first-time grantees (6 of 19, 2025)
Total assets
$6,922,591
Primary geography
California (48% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Full details ↓

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$6.9M

-0.7% YoY

Annual Giving

$343K

-2.6% YoY

Grant Count

19

-17.4% YoY

Avg Grant Size

$18K

+18.0% YoY

Under IRS private-foundation payout rules, The William H and Patricia M Smith Foundation reported a distributable amount of $387K for 2025 — the minimum it must pay out in qualifying distributions.

Is The William H and Patricia M Smith Foundation open to new grantees?

32%

first-time grantees, 2025

In 2025, 6 of 19 grantees (32%) were first-time recipients. First grants averaged $14K; repeat grants $20K. How we count

Medians: $11K first-time, $10K repeat.

  • 63% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+9%). Method
  • In 2025 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement is provided. The 2025 grants show support for organizations with varied missions. For example, Old Town School of Folk Music says it teaches and celebrates music and cultural expressions rooted in diverse American and global traditions. A Better Chicago says it invests in bold ideas that create opportunity for youth. Rancho Cielo says it provides programs and services that help at-risk youth build skills, self-esteem, and confidence. De Colores Arts says it promotes the artistic talents of people with disabilities and creates social change through the arts.

Grantmaking

In 2025, the foundation made 19 grants totaling $343,000. Individual grants ranged from $1,000 to $100,000, with a median of $10,000. Its largest listed awards were $100,000 to the Detroit Institute of Arts for support of the art museum’s daily operations; $30,000 to Old Town School of Folk Music for financial aid and arts programming for Chicagoans; and $25,000 to Monterey Symphony for community engagement through symphonic music.

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Geographic Focus

Where this funder awards grants

In 2025, grant dollars went to recipients in California (48%), Michigan (29%), Illinois (15%), and Kentucky (9%). The listed recipients include organizations in the Monterey Bay region and Carmel, California; Chicago, Illinois; Detroit, Michigan; and Louisville, Kentucky.

Grant Distribution by State

9states

Share of 2025 grant dollars across all 19 itemized grants.

Cities

MontereyCarmelSalinasDetroitLouisvilleWixomChicagoCarmel ValleySeasideLos AngelesOaklandRoyal OakSan MateoSouthgateSan FranciscoAlexandriaArlingtonBrooklynEurekaFairfield

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K27 grants2021 26 grants2022 26 grants2023 23 grants2024 19 grants2025

From 2021 to 2025, annual grant giving ranged from $282K (2021) to $373K (2023). In 2025 it made 19 grants totaling $343K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Detroit Institute of Arts: $100KDetroit Institute of Arts$100KOld Town School of Folk Music: $30KOld Town School of Folk Music$30KMonterey Symphony: $25KMonterey Symphony$25KA Better Chicago: $20KA Better Chicago$20KHarmony at Home: $20KHarmony at Home$20KKentucky Humane Society: $20KKentucky Humane Society$20KRancho Cielo Inc: $20KRancho Cielo Inc$20KPacific Rep Theatre: $15KPacific Rep Theatre$15KPeninsula Symphony: $12KPeninsula Symphony$12KDe Colores Arts: $10KDe Colores Arts$10K

The largest 2025 recipient was Detroit Institute of Arts ($100K). Together the top 10 received $272K.

Grant Size Distribution

121 grants across all recorded years

117<$50K2$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 117 grants of 121 (97%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Detroit Institute of Arts Detroit, MISupport Daily Operations of Art Museum$100,000
Old Town School of Folk Music Chicago, ILProvide Financial Aid and Arts Programming for Chicagoans$30,000
Monterey Symphony Monterey, CAEngage, educate, and excite our community through the performance and continual discovery of symphonic music$25,000
A Better Chicago Chicago, ILInvests in the most promising nonprofits helping children escape poverty$20,000
Harmony at Home Carmel, CAEnd the cycles of violence and abuse by empowering children and young adults with the knowledge, skills and confidence to lead healthy and productive lives$20,000
Kentucky Humane Society Louisville, KYThrough leadership, education and proactive solutions, we are creating more compassionate communities$20,000
Rancho Cielo Inc Salinas, CAProvide safe campus to deliver programs and services that inspire at-risk youth to learn new skills, gain self-esteem and confidence$20,000
Pacific Rep Theatre Carmel, CAFacilitate and produce theatre arts in the monterey bay region$15,000
Peninsula Symphony Los Altos, CAProviding an environment of dignity and respect for our musicians, audience, staff and volunteers$12,000
De Colores Arts San Mateo, CATo create inclusive space for connection and self-expression through the arts$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Grants Grant count
2025 $343,000 19
2024 $352,000 23
2023 $373,000 26
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2021 2022 2023 2024 2025
Metric202520242023
Total Assets$6,922,591$6,972,064$5,813,471
Revenue$399,106$1,580,680$255,008
Expenses$448,579$422,087$444,041
Qualifying Distributions$343,000$352,000$373,000
Net Investment Income$333,426$1,521,207$189,443
Distributable Amount$386,939$346,539$348,428

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2022)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 30, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 8, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS November 14, 2025)
  6. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Kendall Smith as president and trustee, Scott D. Smith as trustee, and Wendy A. Kubitskey as secretary, treasurer, and trustee.

The William H and Patricia M Smith Foundation is led by Kendall Smith, President & Trustee on every filing since 2024; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Kendall Smith

    President & Trustee

    On filings since 2024

    1 hr/week

    No compensation reported

  • Scott D. Smith

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

  • Wendy A. Kubitskey

    Secretary, Treasurer & Trustee

    Secretary & Treasurer → Secretary, Treasurer & Trustee, 2024

    On filings since 2021

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: William H. Smith (2021–2023) — President & Trustee

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 8807 Juniper Springs Place, Louisville, KY 40242
Phone: (502) 339-0745

Frequently asked questions about The William H and Patricia M Smith Foundation

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

The William H and Patricia M Smith Foundation gave $343K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $352K across 23 grants.

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

The William H and Patricia M Smith Foundation's median grant in 2025 was $10,000, and its average grant was $18,053, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The William H and Patricia M Smith Foundation that year got $14K on average.

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

The William H and Patricia M Smith Foundation's top state is California, with 48% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Michigan (29%) and Illinois (15%). The most frequent recipient cities were Carmel, CA (4 grants), Salinas, CA (3 grants), Monterey, CA (3 grants) and Chicago, IL (2 grants).

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

Not in 2025: none of the 19 grants with a stated purpose on The William H and Patricia M Smith Foundation's 2025 IRS Form 990-PF were described as general or operating support.

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

The William H and Patricia M Smith Foundation's largest 2025 grantees include Detroit Institute of Arts ($100,000), Old Town School of Folk Music ($30,000) and Monterey Symphony ($25,000), according to its 2025 IRS Form 990-PF. Together they received 45% of its itemized 2025 grant dollars.

How large is The William H and Patricia M Smith Foundation?

The William H and Patricia M Smith Foundation reported $6.9M in total assets on its 2025 IRS Form 990-PF. It paid out $343K in qualifying distributions that year, against a required minimum of $387K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does The William H and Patricia M Smith Foundation fund?

No mission statement is provided. The 2025 grants show support for organizations with varied missions. For example, Old Town School of Folk Music says it teaches and celebrates music and cultural expressions rooted in diverse American and global traditions. See mission & focus areas ↑

How do I apply for a grant from The William H and Patricia M Smith Foundation?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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

The William H and Patricia M Smith Foundation's EIN (Employer Identification Number) is 38-3213042. IRS Form 990 filing data is available on this page for 2021–2025.

Does The William H and Patricia M Smith Foundation 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.

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