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Smith Charitable Foundation is a private trust based in ROCKFORD, IL. The foundation received its IRS ruling in 2019. The principal officer is Attorney Scott Sullivan. It holds total assets of $2.9M. Annual income is reported at $3.9M. The foundation is governed by 4 officers and trustees. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Rockford IL and Rock River Valley IL. According to available records, Smith Charitable Foundation has made 27 grants totaling $507K, with a median grant of $10K. Annual giving has grown from $174K in 2020 to $333K in 2023. Individual grants have ranged from $2K to $100K, with an average award of $19K. The foundation has supported 24 unique organizations. Grants have been distributed to organizations in Illinois and Wisconsin. Contributions to this foundation are tax-deductible.
The Smith Charitable Foundation is a Rockford, Illinois community foundation with a sharp geographic focus on the Rock River Valley region. Per its website (smithcharitable.org), the foundation "funds local projects for nonprofits in the areas of Arts & Culture, the environment and education" — a clear and accessible mission statement. S. Kinnie Smith and Tyler B. Smith are family trustees alongside Dana Vincent and Scott C. Sullivan, reflecting a multigenerational Rockford family philanthropic legacy.
The foundation operates on what appears to be an alternating-year grant cycle: in 2020, 2021, and 2023 it made grants totaling $124,456–$332,500; in 2022 and 2024 it made $0 in grants. This biennial or irregular distribution pattern may reflect a grant review cycle tied to investment performance, a formal application review schedule, or governance preferences. Organizations should apply in advance of expected grant years.
The Smith foundation supports Rockford's cultural and civic infrastructure: the Symphony Orchestra, Dance Company, arts council, multiple museums, arboretum, park district, and education organizations all receive recurring support. The consistent multi-year investment in Rockford University (and specifically the International Women's Baseball Center there — Rockford is the historical home of the All-American Girls Professional Baseball League) reflects deep civic pride in Rockford's unique heritage.
In FY2023 (most recent grant year), the foundation awarded $332,500 across 18 grants from assets of $3,090,715 — a 10.8% payout. This is the highest single-year distribution on record. Grant sizes ranged from a $4,000 small grant to a $100,000 anchor grant to Rockford Park District. Notable FY2023 grants: Rockford Park District ($100,000), United Way of Rock River Valley ($50,000), Whitefish Lake Conservation ($50,000, Gordon WI), Rockford University ($25,000+).
FY2024 showed $0 in grants (consistent with the alternating-year pattern) while assets grew to $3,537,971 — the foundation continues to accumulate value in non-grant years.
The inclusion of Whitefish Lake Conservation Organization (Gordon, Wisconsin — a small town near Lake Namekagon in Bayfield County, WI) is distinctive. This suggests the Smith family has a lake cottage or recreational property at Whitefish Lake in northwestern Wisconsin (~200 miles from Rockford), and supports conservation efforts there as part of their broader environmental giving.
The Smith Charitable Foundation is part of Rockford's broader philanthropic ecosystem alongside the Community Foundation of Northern Illinois (which it has funded directly) and Rockford University's endowment. Rockford (population ~148,000) is Illinois' third-largest city and historically an industrial center with a rich cultural legacy — the Coronado Theatre, Rockford Symphony, Midway Village Museum, and Discovery Center Museum all receive consistent foundation support.
The foundation's investment in the International Women's Baseball Center at Rockford University reflects Rockford's unique claim as the home of the All-American Girls Professional Baseball League (AAGPBL, 1943–1954) — the inspiration for the film "A League of Their Own." The $100,000 grant to establish/support this center represents meaningful cultural heritage preservation.
The foundation's Crossroads Blues Society support (2021) reflects another dimension of Rockford's cultural heritage: the city has a disproportionately rich blues music history as a manufacturing hub that attracted African American migration from the South. The Ski Broncs Inc. (Shorewood Park ski club, 2021) reflects a local winter sports tradition in northern Illinois.
FY2024 data shows $0 in grants (the second zero-grant year in four years, following 2022). Assets grew to $3,537,971, positioning the foundation for what should be a significant grant year in FY2025 if the alternating pattern holds. The foundation's website (smithcharitable.org) is active and well-maintained, with a clear mission description and Rockford focus.
The FY2023 grant to Whitefish Lake Conservation (Gordon WI, $50,000) is a new entrant — the largest grant to an out-of-state organization in the foundation's recorded history. This may signal an expanded environmental focus or a specific family tie to the Whitefish Lake area.
Based on the alternating-year pattern, FY2025 should be a major grant year. Organizations should begin engagement efforts in 2025 in preparation for what may be a $300,000+ distribution cycle.
The Smith Charitable Foundation funds Rockford-area nonprofits in arts/culture, environment, and education. While the foundation is technically preselected, its website presence and diverse Rockford community portfolio suggest it may be more open to relationship-building than fully closed foundations.
Based on the alternating-year distribution pattern, FY2025 should be a grant year (grants in 2020, 2021, 2023; no grants in 2022, 2024). Organizations should initiate outreach to Dana Vincent, S. Kinnie Smith, or Tyler B. Smith by mid-2025.
Target organizations for new relationship-building: Rockford-based nonprofits in arts, culture, environmental education, or community development that are not yet in the Smith grantee portfolio. The Whitefish Lake Conservation addition suggests environmental conservation may be an expanding priority. Organizations should reference existing grantees like Community Foundation of Northern Illinois, Severson Dells (nature education), Klehm Arboretum, and Natural Land Institute as peer organizations.
Contact via the foundation's website: smithcharitable.org. The foundation address is 2233 Harlem Blvd, Rockford IL 61103.
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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.
In FY2023 (most recent grant year), the foundation awarded $332,500 across 18 grants from assets of $3,090,715 — a 10.8% payout. This is the highest single-year distribution on record. Grant sizes ranged from a $4,000 small grant to a $100,000 anchor grant to Rockford Park District. Notable FY2023 grants: Rockford Park District ($100,000), United Way of Rock River Valley ($50,000), Whitefish Lake Conservation ($50,000, Gordon WI), Rockford University ($25,000+). FY2024 showed $0 in grants (cons.
Smith Charitable Foundation has distributed a total of $507K across 27 grants. The median grant size is $10K, with an average of $19K. Individual grants have ranged from $2K to $100K.
The Smith Charitable Foundation is a Rockford, Illinois community foundation with a sharp geographic focus on the Rock River Valley region. Per its website (smithcharitable.org), the foundation "funds local projects for nonprofits in the areas of Arts & Culture, the environment and education" — a clear and accessible mission statement. S. Kinnie Smith and Tyler B. Smith are family trustees alongside Dana Vincent and Scott C. Sullivan, reflecting a multigenerational Rockford family philanthropic.
Smith Charitable Foundation is headquartered in ROCKFORD, IL. While based in IL, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Dana Vincent | TRUSTEE | $0 | $0 | N/A |
| S Kinnie Smith | TRUSTEE | $0 | $0 | N/A |
| Scott C Sullivan | TRUSTEE | $0 | $0 | N/A |
| Tyler B Smith | TRUSTEE | $0 | $0 | N/A |
Total Giving
$365K
Total Assets
$2.7M
Fair Market Value
$3.1M
Net Worth
$2.7M
Grants Paid
$333K
Contributions
N/A
Net Investment Income
$26K
Distribution Amount
$153K
Total: $2.6M
Total Grants
27
Total Giving
$507K
Average Grant
$19K
Median Grant
$10K
Unique Recipients
24
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Rockford Park DistrictGENERAL | Rockford, IL | $100K | 2023 |
| Whitefish Lake ConservationGENERAL | Gordon, WI | $50K | 2023 |
| United Way Of Rock River ValleyGENERAL | Rockford, IL | $50K | 2023 |
| Regional Access & MobilizationGENERAL | Rockford, IL | $15K | 2023 |
| Severson Dells EducationGENERAL | Rockford, IL | $15K | 2023 |
| Boys & Girls Club Of RockfordGENERAL | Rockford, IL | $15K | 2023 |
| Greenwood CemeteryGENERAL | Rockford, IL | $15K | 2023 |
| Midway Village MuseumGENERAL | Rockford, IL | $11K | 2023 |
| Discovery Center MuseumGENERAL | Rockford, IL | $10K | 2023 |
| Klehm ArboretumGENERAL | Rockford, IL | $10K | 2023 |
| Stepping Stones Of RockfordGENERAL | Rockford, IL | $7K | 2023 |
| Friends Of The CoronadoGENERAL | Rockford, IL | $7K | 2023 |
| Hometown HolidayGENERAL | Chicago, IL | $6K | 2023 |
| Rockford Arts CouncilGENERAL | Rockford, IL | $5K | 2023 |
| The Music AcademyGENERAL | Rockford, IL | $5K | 2023 |
| Rockford Symphony OrchestraGENERAL | Rockford, IL | $5K | 2023 |
| Rockford UniversityGENERAL | Rockford, IL | $5K | 2023 |
| Riverfront Museum ParkGENERAL | Rockford, IL | $2K | 2023 |
| Rockford Park District FoundationGENERAL | Rockford, IL | $25K | 2020 |
| Severson Dells Education FoundationGENERAL | Rockford, IL | $12K | 2020 |
| Rock River Development CorpGENERAL | Rockford, IL | $10K | 2020 |
| Rockford Dance CompanyGENERAL | Rockford, IL | $7K | 2020 |
| Rock River Valley PantryGENERAL | Rockford, IL | $5K | 2020 |
| Rockford Public Library FoundationGENERAL | Rockford, IL | $5K | 2020 |