William Harold Smith Charitable Trust is a private foundation focused on Education, based in MARION, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 13 grants totaling $134K. Net investment income was $250K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.9M
+1.4% YoY
Annual Giving
$134K
+24.7% YoY
Grant Count
13
-7.1% YoY
Avg Grant Size
$10K
+34.3% YoY
Under IRS private-foundation payout rules, William Harold Smith Charitable Trust reported a distributable amount of $225K for 2024 — the minimum it must pay out in qualifying distributions.
About William Harold Smith Charitable Trust
Based on IRS filings
William Harold Smith Charitable Trust is a private foundation focused on Education, based in MARION, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 13 grants totaling $134K. Net investment income was $250K.
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 | $4,881,483 | $4,815,302 | $5,404,742 |
| Revenue | $229,388 | $199,001 | $283,513 |
| Expenses | $174,888 | $149,652 | $168,685 |
| Qualifying Distributions | $134,050 | $107,500 | $155,761 |
| Net Investment Income | $249,650 | $278,897 | $278,696 |
| Distributable Amount | $224,669 | $212,571 | $226,870 |
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
83 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include McDowell Techincal Community College ($53,050), Western Carolina University ($16,500), North Carolina State University ($14,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Appalachian State University Boone, NC | Scholarships | $5,500 |
| Belmont Abby College Belmont, NC | Schlorshiips | $3,000 |
| East Tennessee State Uniiversity Johnson City, TN | Schlorshiips | $7,000 |
| Lees-McRae College Banner Elk, NC | Schlorshiips | $9,000 |
| North Carolina State University Raleigh, NC | Schlorshiips | $14,000 |
| Southeastern Baptist Theological Seminary Wake Forest, NC | Schlorshiips | $2,000 |
| University of North Carolina - Asheville Asheville, NC | Schlorshiips | $4,000 |
| University of North Carolina - Chapel Hill Chapel Hill, NC | Schlorshiips | $8,000 |
| University of North Carolina - Charlotte Charlotte, NC | Schlorshiips | $6,000 |
| Warren Wilson College Asheville, NC | Schlorshiips | $4,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Matt Smith | Trustee | 15 | $27,172 |
| Mitch Goodson | Trustee | 1 | — |
| David Ditt | Secretary | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is William Harold Smith Charitable Trust?
William Harold Smith Charitable Trust is a private foundation focused on Education, based in MARION, NC. It holds $4.9M in total assets as of 2024.
How large is William Harold Smith Charitable Trust?
As of 2024, William Harold Smith Charitable Trust holds $4.9M in total assets with $229K in annual revenue. It awarded 13 grants totaling $134K in 2024.
Where does William Harold Smith Charitable Trust operate?
William Harold Smith Charitable Trust has awarded grants in Idaho, Kentucky, North Carolina, Nebraska, Oklahoma, Tennessee, Virginia.
What size grants does William Harold Smith Charitable Trust award?
In 2024, William Harold Smith Charitable Trust awarded 13 grants totaling $134K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is William Harold Smith Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, William Harold Smith Charitable Trust reported a distributable amount of $225K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William Harold Smith Charitable Trust's EIN?
William Harold Smith Charitable Trust's EIN (Employer Identification Number) is 56-6526359. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in William Harold Smith Charitable Trust'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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