W W Smith Charitable Trust logo

W W Smith Charitable Trust

SAINT LOUIS, MO EIN: 23-6648841 Website

The W. W. Smith Charitable Trust is a private foundation established by William Wikoff Smith (1919-1976) through his will. Based in Saint Louis, Missouri, the Trust operates as a 501(c)(3) private independent foundation with Wells Fargo Bank NA serving as co-trustee. The organization is dedicated to supporting basic human needs, higher education scholarships, maritime education, and medical research.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$243.2M

+3.9% YoY

Annual Giving

$12.1M

+47.2% YoY

Grant Count

251

+25000.0% YoY

Avg Grant Size

$48K

-99.4% YoY

Under IRS private-foundation payout rules, W W Smith Charitable Trust reported a distributable amount of $11.7M for 2025 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

Mission: Ensuring basic human needs, supplementing higher education scholarships, supporting maritime education and maritime heritage preservation, and enabling basic medical research in the areas of heart disease, cancer, and AIDS.

Vision: Helping organizations and individuals achieve their goals, hopes, and dreams.

The Trust focuses on four primary grant programs:

  • Basic Human Needs: Support for food, clothing, and shelter for needy children (including low-income families with dependent children) and low-income elderly age 60 and above
  • Medical Research: Basic medical research funding for heart disease, cancer, AIDS, and juvenile diabetes
  • College Scholarships: Financial aid programs at MSCHE-accredited four-year universities and colleges for needy, worthy, full-time undergraduate students (does not accept direct student requests)
  • Maritime Education: Support for maritime educational activities and maritime heritage preservation

Grantmaking

Grant Range

$5,000–$223,000

Ready to take the next step with W W Smith Charitable Trust?

Geographic Focus

Where this funder awards grants

With few exceptions, grants are limited to organizations within the five-county Greater Philadelphia area (Bucks, Chester, Delaware, Montgomery, and Philadelphia counties) and the City of Camden, New Jersey. Maritime education programs focus on the Philadelphia/Delaware River area.

Grant Distribution by State

7states

Cities

AbingtonAmblerArdmoreAstonBala CynwydBaltimoreBlue BellBryn MawrCamdenChalfontChesterCheyneyChicagoCoatesvilleCollegevilleDevonDowningtownDoylestownEast Norriton TownshipEast Point

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (as of 2025):

  • Total assets: $243,205,218
  • Total revenues: $14,750,621
  • Total expenses: $13,078,039
  • Investment income and dividends: $5,274,033
  • Net gain from sale of non-inventory assets: $9,445,695

Staffing:

  • 2 employees
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$16M$21M20212022202320242025
Metric202520242023
Total Assets$243,205,218$234,099,896$214,505,308
Revenue$14,750,621$18,822,893$6,358,198
Expenses$13,078,039$8,925,356$10,854,296
Qualifying Distributions$12,579,378$8,669,687$10,533,054
Net Investment Income$14,482,859$18,580,266$6,097,052
Distributable Amount$11,682,165$10,719,310$10,166,131

Giving Over Time

Total grant dollars and number of grants per year

$0$3M$6M$9M$12M1 grants20211 grants20221 grants20231 grants2024251 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

ARCADIA UNIVERSITY$113KBRYN MAWR COLLEGE$106KCHESNUT HILL COLLEGE OF …$92KCORPORATION OF HAVERFORD…$85KCAIRN UNIVERSITY$84KCOMMUNITY COLLEGE OF PHI…$68KBROAD STREET MINISTRY$65KCARING FOR FRIENDS$65KBEBASHI TRANSITION TO HOPE$60KCHEYNEY FOUNDATION$60K

Grant Size Distribution

54 grants across all recorded years

35<$50K13$50–100K2$100–250K$250–500K$500K–1M$1–5M4$5M+

Open Grants

2 open opportunities from W W Smith Charitable Trust

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Arcadia University ($113,000), Bryn Mawr College ($106,000), Chesnut Hill College of the Sisters of St Joseph ($92,000).

RecipientPurposeAmount
A COMMUNITY CENTER ESTABLISHED BY THE SURGENT FAMILY FOR SOCIETY (ACCESS CH DEVON, PABASIC NEEDS$15,000
A WOMANS PLACE DOYLESTOWN, PABASIC NEEDS$40,000
ACHIEVEABILITY PHILADELPHIA, PABASIC NEEDS$40,000
ACTION WELLNESS PHILADELPHIA, PABASIC NEEDS$30,000
ADVOCATES FOR HOMELESS & THOSE IN NEED INC FAIRLESS HILLS, PABASIC NEEDS$20,000
AFRICAN FAMILY HEALTH ORGANIZATION (AFAHO) PHILADELPHIA, PABASIC NEEDS$34,700
ALBERT EINSTEIN HEALTHCARE NETWORK PHILADELPHIA, PABASIC NEEDS$13,500
ARCADIA UNIVERSITY GLENSIDE, PASCHOLARSHIPS$113,000
BABY BUREAU WARMINSTER, PABASIC NEEDS$5,000
BEAN BAG FOOD PROGRAM SOUDERTON, PABASIC NEEDS$10,000

Leadership & Key People

Leadership team and compensation from IRS filings

Mary L. Smith served as Inaugural Trustee and later Co-Trustee of the W. W. Smith Charitable Trust from 1977 until her retirement in 2017. She passed away on December 28, 2024, at age 87.

Compensation Overview

From 2025 IRS filing

WELLS FARGO BANK NACO-TRUSTEE$281K

From 2025 filing

NameTitleHoursCompensation
WELLS FARGO BANK NACO-TRUSTEE15$281,439
DEBORAH MCKENNACO-TRUSTEE20

Recent News & Activity

Recent developments and announcements

The Trust continues to actively distribute grants across its four program areas. Recent scholarship awards have been made to major regional universities including Temple University, Drexel University, and West Chester University Foundation. The organization maintains an active grantmaking program with 234 grants documented in recent fiscal years.

W.W. Smith Trust Awards $102,000 Scholarship Grant

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does W W Smith Charitable Trust fund?

**Mission:** Ensuring basic human needs, supplementing higher education scholarships, supporting maritime education and maritime heritage preservation, and enabling basic medical research in the areas of heart disease, cancer, and AIDS. **Vision:** Helping organizations and individuals achieve their goals, hopes, and dreams. The Trust focuses on four primary grant programs: • **Basic Human Needs:** Support for food, clothing, and shelter for needy children (including low-income families with de…

How do I apply for a grant from W W Smith Charitable Trust?

**Grant Activity:** • Total grants awarded since inception: 6,055 • Annual giving (2025): $12.6 million • Total giving (2025): $12,070,376 • Typical grant range: $5,000–$223,000 **Recent Grant Examples:** • Temple University: $223,000 (Scholarships, 2025) • Drexel University: $200,000 (Scholarships, 2025) • West Chester University Foundation: $163,000 (Scholarships, 2025) **Cumulative Impact by Category:** • Medical Research: $87,127,710 • Scholarships (Undergraduate): $95,661,791 • Basic Needs…

Where does W W Smith Charitable Trust make grants?

With few exceptions, grants are limited to organizations within the five-county Greater Philadelphia area (Bucks, Chester, Delaware, Montgomery, and Philadelphia counties) and the City of Camden, New Jersey. Maritime education programs focus on the Philadelphia/Delaware River area.

What size grants does W W Smith Charitable Trust award?

In 2025, W W Smith Charitable Trust awarded 251 grants totaling $12.1M — an average of about $48K per grant, based on its IRS Form 990 filings.

How much is W W Smith Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, W W Smith Charitable Trust reported a distributable amount of $11.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is W W Smith Charitable Trust's EIN?

W W Smith Charitable Trust's EIN (Employer Identification Number) is 23-6648841. IRS Form 990 filing data is available on this page for 2021–2025.

Explore Open Grants

Browse active grant opportunities in W W Smith Charitable Trust's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

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

What could you do with W W Smith Charitable Trust on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities

Go from researching W W Smith Charitable Trust to a real strategy.

Plan your approach