The William S Smith Charitable Trust

TULSA, OK EIN: 45-6144422

The William S Smith Charitable Trust is a private non-operating foundation established in 2003 and based in Tulsa, Oklahoma. The organization operates as a family foundation with a focus on philanthropic grantmaking to charitable causes.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$7.9M

-18.7% YoY

Grant Count

18

+0.0% YoY

Avg Grant Size

$438K

-18.7% YoY

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

Grantmaking

The trust does not accept unsolicited applications.

Grant Range

** $10,000 to $3,125,000

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Geographic Focus

Where this funder awards grants

The trust primarily funds organizations in Oklahoma, with a particular emphasis on the Tulsa area.

Grant Distribution by State

2states

Cities

BROKEN ARROWCHANDLERCOLORADO SPRINGSTULSA

Financial History

Multi-year comparison from IRS filings

  • Total Assets (2024): $79.6 million
  • Total Assets (2023): $89.7 million
  • Total Assets (2022): $95.7 million
  • Total Giving (2024): $9.7 million
  • Total Giving (2023): $3.6 million
  • Total Giving (2022): $12.0 million
  • Revenue (2023): $212,000
  • Expenses (2023): $10.3 million
  • Total Liabilities (2023): $0
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$3M$6M$9M$12M0 grants202013 grants202115 grants202218 grants202318 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

HUMBLE SONS BIKE COMPANY$2.6MGILCREASE MUSEUM$1.1MUNITED WAY$925KTULSA ZOO MANAGEMENT INC$640KYMCA$500KLIFE SENIOR SERVICES$458KRIVERFIELD COUNTRY DAY S…$400KTULSA DAY CENTER$252KFOOD ON THE MOVE$225KPATHWAYS ADULT LEARNING …$167K

Grant Size Distribution

64 grants across all recorded years

8<$50K14$50–100K13$100–250K15$250–500K7$500K–1M6$1–5M1$5M+

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

TRUST COMPANY OF OKL…INSTITUTIONAL TRUSTEE$464KERIK CHILLINGWORTHTRUSTEE$177K

From 2024 filing

NameTitleHoursCompensation
TRUST COMPANY OF OKLAHOMAINSTITUTIONAL TRUSTEE1$464,450
ERIK CHILLINGWORTHTRUSTEE1$176,963

Contact Information

Address: 6120 S Yale Ave Ste 1900, Tulsa, OK 74136-4218

Telephone: 918-894-4080

EIN: 45-6144422

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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