William E Smith Trust B Irr 1045000264

Foundation · Grantmaker HAMILTON, OH EIN: 31-6151598

William E Smith Trust B Irr 1045000264 is a private foundation focused on Education, based in HAMILTON, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $759K in total assets. In 2025, it awarded 1 grants totaling $40K. Net investment income was $63K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$759K

+2.3% YoY

Annual Giving

$40K

+5.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$40K

+5.2% YoY

Under IRS private-foundation payout rules, William E Smith Trust B Irr 1045000264 reported a distributable amount of $47K for 2025 — the minimum it must pay out in qualifying distributions.

About William E Smith Trust B Irr 1045000264

Based on IRS filings

Focus Areas

Education

Your AI grants department

Ready to take the next step with William E Smith Trust B Irr 1045000264?

Assess fit for your org Draft an LOI Find open RFPs

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $198K (100%)

States

Ohio

Cities

Oxford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$758,614	$741,485	$754,910
Revenue	$70,706	$37,408	$25,535
Expenses	$53,577	$50,693	$53,078
Qualifying Distributions	$45,486	$43,319	$46,225
Net Investment Income	$63,195	$30,189	$18,682
Distributable Amount	$46,525	$45,291	$43,076

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Miami University Alumni Affairs ($39,584).

Recipient	Purpose	Amount
Miami University Alumni Affairs Oxford, OH	SCHOLARSHIPS	$39,584

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is William E Smith Trust B Irr 1045000264?

William E Smith Trust B Irr 1045000264 is a private foundation focused on Education, based in HAMILTON, OH. It holds $759K in total assets as of 2025.

How large is William E Smith Trust B Irr 1045000264?

As of 2025, William E Smith Trust B Irr 1045000264 holds $759K in total assets with $71K in annual revenue. It awarded 1 grants totaling $40K in 2025.

Where does William E Smith Trust B Irr 1045000264 operate?

William E Smith Trust B Irr 1045000264 has awarded grants in Ohio.

What size grants does William E Smith Trust B Irr 1045000264 award?

In 2025, William E Smith Trust B Irr 1045000264 awarded 1 grants totaling $40K — an average of about $40K per grant, based on its IRS Form 990 filings.

How much is William E Smith Trust B Irr 1045000264 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, William E Smith Trust B Irr 1045000264 reported a distributable amount of $47K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William E Smith Trust B Irr 1045000264's EIN?

William E Smith Trust B Irr 1045000264's EIN (Employer Identification Number) is 31-6151598. IRS Form 990 filing data is available on this page for 2019–2025.