W E Smith Family Charitable Trust Fund
W E Smith Family Charitable Trust Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HAMILTON, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 21 grants totaling $90K. Net investment income was $106K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
+0.1% YoY
Annual Giving
$90K
-7.4% YoY
Grant Count
21
-16.0% YoY
Avg Grant Size
$4K
+10.3% YoY
Under IRS private-foundation payout rules, W E Smith Family Charitable Trust Fund reported a distributable amount of $113K for 2024 — the minimum it must pay out in qualifying distributions.
About W E Smith Family Charitable Trust Fund
Based on IRS filings
W E Smith Family Charitable Trust Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HAMILTON, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 21 grants totaling $90K. Net investment income was $106K.
Focus Areas
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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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,019,814 | $2,017,213 | $2,097,297 |
| Revenue | $124,217 | $54,737 | $644,817 |
| Expenses | $121,335 | $134,814 | $138,715 |
| Qualifying Distributions | $102,864 | $109,286 | $120,819 |
| Net Investment Income | $106,130 | $40,534 | $627,202 |
| Distributable Amount | $112,741 | $106,014 | $106,131 |
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 2024
Grant Size Distribution
120 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Butler County Historical ($13,491), Middletown Historical ($11,152), Oxford Museum Association ($9,315).
| Recipient | Purpose | Amount |
|---|---|---|
| FRIENDS OF WHITE WATER Harrison, OH | 501(C)(3) GENERAL OPERATING | $3,329 |
| Harriet Beecher Stowe House Cincinnati, OH | 501(C)(3) GENERAL OPERATING | $3,025 |
| DELHI HISTORICAL SOCIETY CINCINNATI, OH | 501(C)(3) GENERAL OPERATING | $1,250 |
| Preble Co Historical Society Eaton, OH | 501(C)(3) GENERAL OPERATING | $2,500 |
| REILY TOWNSHIP HISTORICAL SOCIETY OXFORD, OH | 501(C)(3) GENERAL OPERATING | $2,920 |
| KINGS STUDIOS CINCINNATI, OH | 501(C)(3) GENERAL OPERATING | $1,662 |
| WEST CHESTER UNION TOWNSHIP WEST CHESTER, OH | 501(C)(3) GENERAL OPERATING | $3,679 |
| ATRIUM MEDICAL CENTER FDN MIDDLETOWN, OH | 501(C)(3) GENERAL OPERATING | $5,000 |
| MONROE HISTORICAL SOCIETY MONROE, OH | 501(C)(3) GENERAL OPERATING | $1,600 |
| FRIENDS OF CHRISHOLM SEVEN MILE, OH | 501(C)(3) GENERAL OPERATING | $1,434 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is W E Smith Family Charitable Trust Fund?
W E Smith Family Charitable Trust Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HAMILTON, OH. It holds $2.0M in total assets as of 2024.
How large is W E Smith Family Charitable Trust Fund?
As of 2024, W E Smith Family Charitable Trust Fund holds $2.0M in total assets with $124K in annual revenue. It awarded 21 grants totaling $90K in 2024.
Where does W E Smith Family Charitable Trust Fund operate?
W E Smith Family Charitable Trust Fund has awarded grants in Kentucky, Ohio.
What size grants does W E Smith Family Charitable Trust Fund award?
In 2024, W E Smith Family Charitable Trust Fund awarded 21 grants totaling $90K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is W E Smith Family Charitable Trust Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, W E Smith Family Charitable Trust Fund reported a distributable amount of $113K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2019–2024.
Explore Open Grants
Browse active grant opportunities in W E Smith Family Charitable Trust Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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