W E Smith Family Charitable Trust Fund
W E Smith Family Charitable Trust Fund is a private foundation based in Hamilton, Ohio. Its 2024 filing describes a giving restriction centered on promoting and encouraging local and regional history in Oxford, Ohio.
W E Smith Family Charitable Trust Fund at a glance
In short: W E Smith Family Charitable Trust Fund gave $100K across 30 grants in 2025 (avg $3K), mostly in Ohio. 23% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $99,943
- +11.0% vs 2024
- Grants made (2025)
- 30
- +42.9% vs 2024
- Average grant
- $3,331
- -22.3% vs 2024
- Median grant
- $2,500
- Total assets
- $2,067,122
- +2.3% vs 2024
- New grantees (estimate)
- 23% first-time grantees (7 of 30, 2025)
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to W E Smith Family Charitable Trust Fund
- How to Apply
-
The 2024 filing says to request an application from First Financial Bank. Awards are restricted to the promotion and encouragement of Oxford, Ohio, local and regional history, including study and historical research, and publication of related works under specific conditions.
- Review Cycle
- April 15, as stated on the 2024 filing. This date has passed in 2026.
- Deadline
- April 15, as stated on the 2024 filing.
- Contact
Application contact: First Financial Bank
Mailing address: 300 High Street - Wm, Hamilton, OH 45011
Phone: (513) 867-4832
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who W E Smith Family Charitable Trust Fund funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Smith Library of Regional History ($12K). Together the top 10 received $65K.
Grant Size Distribution
126 grants across all recorded years
The most common grant size was under $50K: 126 grants of 126 (100%).
Geographic Focus
Where this funder awards grants
All reported 2025 grant dollars went to recipients in Ohio. The filing’s stated restriction specifically refers to local and regional history in Oxford, Ohio.
Grant Distribution by State
Share of 2025 grant dollars across all 30 itemized grants.
Cities
Is W E Smith Family Charitable Trust Fund open to new grantees?
23%
first-time grantees, 2025
In 2025, 7 of 30 grantees (23%) were first-time recipients. First grants averaged $2K; repeat grants $4K. How we count
Medians: $2K first-time, $3K repeat.
- 57% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 98% 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 (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $79K (2019) to $108K (2022). In 2025 it made 30 grants totaling $100K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Smith Library of Regional History Oxford, OH | 501(C)(3) General Operating | $12,000 |
| Pyramid Hill Scupture Park and Museum Hamilton, OH | 501(C)(3) General Operating | $10,000 |
| Middletown Historical Society Middletown, OH | 501(C)(3) General Operating | $7,940 |
| Oxford Museum Association Oxford, OH | 501(C)(3) General Operating | $7,040 |
| Butler County Historical Society Hamilton, OH | 501(C)(3) General Operating | $5,124 |
| The Great Miami Valley YMCA Hamilton, OH | 501(C)(3) General Operating | $5,000 |
| Atrium Medical Center Fdn Middletown, OH | 501(C)(3) General Operating | $5,000 |
| Talawanda Middle School Oxford, OH | 501(C)(3) General Operating | $5,000 |
| Milford Township Oxford, OH | 501(C)(3) General Operating | $4,300 |
| Harriet Beecher Stowe House Cincinnati, OH | 501(C)(3) General Operating | $3,850 |
Ready to take the next step with W E Smith Family Charitable Trust Fund?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,067,122 | $181,742 | $134,431 | $99,943 | 30 | $113,286 | $162,982 | $116,111 |
| 2024 | $2,019,814 | $124,217 | $121,335 | $90,021 | 21 | $102,864 | $106,130 | $112,741 |
| 2023 | $2,017,213 | $54,737 | $134,814 | $97,204 | 25 | $109,286 | $40,534 | $106,014 |
| 2022 | $2,097,297 | $644,817 | $138,715 | $108,218 | 23 | $120,819 | $627,202 | $106,131 |
| 2021 | $1,591,474 | $85,264 | $138,008 | $103,596 | 27 | $117,123 | $66,316 | $124,591 |
| 2020 | $1,641,220 | $129,883 | $129,950 | $99,610 | 24 | — | $112,716 | $109,042 |
| 2019 | $1,644,168 | $257,992 | $108,537 | $79,401 | 29 | — | $59,695 | $103,996 |
Under IRS private-foundation payout rules, W E Smith Family Charitable Trust Fund reported a distributable amount of $116K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s 2024 filing says its awards are restricted to promoting and encouraging Oxford local and regional history, including study, historical research, and, under specific conditions, publication of related works.
Its 2025 grants included support for history-related organizations and other organizations. For example, the Mariemont Preservation Foundation, which received $2,500, describes its mission as preserving Mariemont’s history and maintaining historical materials. The Veterans Memorial Museum Foundation, which received $800, says it preserves veterans’ oral and written histories and personal artifacts. Gorman Heritage Farm Foundation, which received $1,000, describes its mission as educating about agriculture, nutrition, sustainability, and the environment.
Grantmaking
In 2025, the foundation reported 30 grants totaling $99,943. Grant amounts ranged from $149 to $12,000, with a median of $2,500. The largest reported grants included $12,000 to Smith Library of Regional History, $10,000 to Pyramid Hill Sculpture Park, $7,940 to Middletown Historical, and $7,040 to Oxford Museum Association. The listed 2025 grants were for general operating purposes.
Leadership & Key People
Officers and directors from IRS filings
W E Smith Family Charitable Trust Fund's only listed officer is First Financial Bank, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
First Financial Bank
Trustee
On filings since 2019
$26K (2019) → $31K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $31K, to First Financial Bank (Trustee).
Frequently asked questions about W E Smith Family Charitable Trust Fund
How much does W E Smith Family Charitable Trust Fund give each year?
W E Smith Family Charitable Trust Fund gave $100K across 30 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $90K across 21 grants.
What is W E Smith Family Charitable Trust Fund's typical grant size?
W E Smith Family Charitable Trust Fund's median grant in 2025 was $2,500, and its average grant was $3,331, across 30 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from W E Smith Family Charitable Trust Fund that year got $2K on average.
Where does W E Smith Family Charitable Trust Fund give grants?
W E Smith Family Charitable Trust Fund gives mostly in Ohio: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Oxford, OH (7 grants), Hamilton, OH (5 grants), Cincinnati, OH (4 grants) and Middletown, OH (3 grants).
Does W E Smith Family Charitable Trust Fund give general operating support?
Yes: 100% of W E Smith Family Charitable Trust Fund's 2025 grants with a stated purpose (30 of 30) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are W E Smith Family Charitable Trust Fund's largest grantees?
W E Smith Family Charitable Trust Fund's largest 2025 grantees include Smith Library of Regional History ($12,000), Pyramid Hill Scupture Park and Museum ($10,000) and Middletown Historical Society ($7,940), according to its 2025 IRS Form 990-PF. Together they received 30% of its itemized 2025 grant dollars.
How large is W E Smith Family Charitable Trust Fund?
W E Smith Family Charitable Trust Fund reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $113K in qualifying distributions that year, against a required minimum of $116K (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 W E Smith Family Charitable Trust Fund fund?
The foundation’s 2024 filing says its awards are restricted to promoting and encouraging Oxford local and regional history, including study, historical research, and, under specific conditions, publication of related works. See mission & focus areas ↑
How do I apply for a grant from W E Smith Family Charitable Trust Fund?
The 2024 filing says to request an application from First Financial Bank. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is W E Smith Family Charitable Trust Fund's EIN?
W E Smith Family Charitable Trust Fund's EIN (Employer Identification Number) is 31-1438321. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 28, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
Live grants for the work W E Smith Family Charitable Trust Fund funds
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Cite this profile
Grantable. (2026). W E Smith Family Charitable Trust Fund funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/w-e-smith-family-charitable-trust-fund-morg_7baca88f64414e25887c72ee283b456c
BibTeX
@misc{grantable_311438321_2026,
author = {{Grantable}},
title = {{W E Smith Family Charitable Trust Fund funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/w-e-smith-family-charitable-trust-fund-morg_7baca88f64414e25887c72ee283b456c},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from W E Smith Family Charitable Trust Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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