Tr Uw Charles Smith for the Charles &
Tr Uw Charles Smith for the Charles & is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.3M in total assets. In 2025, it awarded 16 grants totaling $65K. Net investment income was $78K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.3M
-1.1% YoY
Annual Giving
$65K
+58.2% YoY
Grant Count
16
+23.1% YoY
Avg Grant Size
$4K
+28.5% YoY
Under IRS private-foundation payout rules, Tr Uw Charles Smith for the Charles & reported a distributable amount of $127K for 2025 — the minimum it must pay out in qualifying distributions.
About Tr Uw Charles Smith for the Charles &
Based on IRS filings
Tr Uw Charles Smith for the Charles & is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.3M in total assets. In 2025, it awarded 16 grants totaling $65K. Net investment income was $78K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,253,974 | $2,278,425 | $2,303,332 |
| Revenue | $99,629 | $92,921 | $101,444 |
| Expenses | $123,588 | $116,846 | $89,918 |
| Qualifying Distributions | $71,987 | $48,418 | $44,891 |
| Net Investment Income | $77,928 | $57,187 | $81,969 |
| Distributable Amount | $127,031 | $114,025 | $111,835 |
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
59 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Syracuse University ($12,000), Suny Oneonta ($7,750), Suny Geneseo ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY AT ALBANY ALBANY, NY | SCHOLARSHIP | $3,750 |
| SUNY ONEONTA ONEONTA, NY | SCHOLARSHIP | $7,750 |
| SYRACUSE UNIVERSITY SYRACUSE, NY | SCHOLARSHIP | $12,000 |
| SUNY GENESEO GENESEO, NY | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF VERMONT BURLINGTON, VT | SCHOLARSHIP | $5,000 |
| PENNSYLVANIA STATE UNIVERSITY UNIVERSITY PARK, PA | SCHOLARSHIP | $2,500 |
| RENSSELAER POLYTECHNIC INSTITUTE TROY, NY | SCHOLARSHIP | $2,500 |
| UNIVERSITY OF DELAWARE NEWARK, DE | SCHOLARSHIP | $1,250 |
| SUNY NEW PALTZ NEW PALTZ, NY | SCHOLARSHIP | $2,500 |
| CARLOW UNIVERSITY PITTSBURGH, PA | SCHOLARSHIP | $1,250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KEYBANK N A | TRUSTEE | 2 | $26,948 |
Frequently Asked Questions
How large is Tr Uw Charles Smith for the Charles &?
As of 2025, Tr Uw Charles Smith for the Charles & holds $2.3M in total assets with $100K in annual revenue. It awarded 16 grants totaling $65K in 2025.
Where does Tr Uw Charles Smith for the Charles & operate?
Tr Uw Charles Smith for the Charles & has awarded grants in Colorado, Delaware, Florida, Maryland, Michigan, New York, Pennsylvania, South Carolina, Vermont.
What size grants does Tr Uw Charles Smith for the Charles & award?
In 2025, Tr Uw Charles Smith for the Charles & awarded 16 grants totaling $65K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Tr Uw Charles Smith for the Charles & required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Tr Uw Charles Smith for the Charles & reported a distributable amount of $127K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tr Uw Charles Smith for the Charles &'s EIN?
Tr Uw Charles Smith for the Charles &'s EIN (Employer Identification Number) is 14-6105261. IRS Form 990 filing data is available on this page for 2021–2025.
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Browse active grant opportunities in Tr Uw Charles Smith for the Charles &'s focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.