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John G & Phyllis W Smale Family Foundation 010004275608 is a private corporation based in CINCINNATI, OH. The foundation received its IRS ruling in 2005. The principal officer is Fifth Third Bank. It holds total assets of $1.4M. Annual income is reported at $558K. Total assets have decreased from $1.7M in 2011 to $1.4M in 2023. The foundation is governed by 8 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Ohio and North Carolina. According to available records, John G & Phyllis W Smale Family Foundation 010004275608 has made 25 grants totaling $293K, with a median grant of $4K. The foundation has distributed between $19K and $110K annually from 2020 to 2023. Individual grants have ranged from $500 to $65K, with an average award of $12K. The foundation has supported 13 unique organizations. Grants have been distributed to organizations in Ohio and North Carolina. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$8K
Average Grant
$16K
Largest Grant
$65K
Based on 7 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
John G & Phyllis W Smale Family Foundation 010004275608 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 25 grants. Its grantmaking reaches organizations primarily in OH, NC.
John G & Phyllis W Smale Family Foundation 010004275608 has distributed a total of $293K across 25 grants. The median grant size is $4K, with an average of $12K. Individual grants have ranged from $500 to $65K.
Promote, encourage or aid religious charitable, scientific, literary and educational activities.
John G & Phyllis W Smale Family Foundation 010004275608 is headquartered in CINCINNATI, OH. While based in OH, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Jay Smale | DIRECTOR | $0 | $0 | N/A |
| Sam Durham | DIRECTOR | $0 | $0 | N/A |
| Emma Durham | VICE PRESIDENT & DIRECTOR | $0 | $0 | N/A |
| Cathy Caldemeyer | DIRECTOR | $0 | $0 | N/A |
| Chris Calemeyer | SECRETARY & DIRECTOR | $0 | $0 | N/A |
| Lisa Diedrichs | PRESIDENT & DIRECTOR | $0 | $0 | N/A |
| Maddie Caldemeyer | DIRECTOR | $0 | $0 | N/A |
| Lisa Smale | DIRECTOR | $0 | $0 | N/A |
Total Giving
$116K
Total Assets
$1.4M
Fair Market Value
$2M
Net Worth
$1.4M
Grants Paid
$91K
Contributions
N/A
Net Investment Income
$76K
Distribution Amount
$94K
Total: $1.3M
Total Grants
25
Total Giving
$293K
Average Grant
$12K
Median Grant
$4K
Unique Recipients
13
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Cincinnati Parks FoundationPROJECT/PROGRAM SUPPORT | Cincinnati, OH | $50K | 2023 |
| Mill Creek AlliancePROJECT/PROGRAM SUPPORT | Cincinnati, OH | $15K | 2023 |
| CisePROJECT/PROGRAM SUPPORT | Cincinnati, OH | $15K | 2023 |
| Cincinnati Center City DevelopmentPROJECT/PROGRAM SUPPORT | Cincinnati, OH | $5K | 2023 |
| Springer School & CenterPROJECT/PROGRAM SUPPORT | Cincinnati, OH | $4K | 2023 |
| Duke UniversityANNUAL FUND | Durham, NC | $500 | 2023 |
| Kenyon CollegePROJECT/PROGRAM SUPPORT | Gambier, OH | $500 | 2023 |
| Love Grows Program IncGENERAL OPERATING FUNDS | Cincinnati, OH | $500 | 2023 |
| Cincinnati Center City Development CorpPROJECT/PROGRAM SUPPORT | Cincinnati, OH | $10K | 2022 |
| Every Child SucceedsSCHOLARSHIP | Cincinnati, OH | $3K | 2022 |
| The Seven Hills SchoolPROJECT/PROGRAM SUPPORT | Cincinnati, OH | $1K | 2022 |
| Music Hall Revitalization Company IncPROJECT/PROGRAM SUPPORT | Cincinnati, OH | $20K | 2021 |
| Cincinnati Music HallPROGRAM SUPPORT | Cincinnati, OH | $20K | 2020 |
CLEVELAND, OH
CINCINNATI, OH
DUBLIN, OH