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W E Smith Family Charitable Trust Fund is a private trust based in HAMILTON, OH. The foundation received its IRS ruling in 1996. The principal officer is First National Bank Of S W Ohio. It holds total assets of $2M. Annual income is reported at $600K. Total assets have grown from $863K in 2011 to $2M in 2023. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Ohio. According to available records, W E Smith Family Charitable Trust Fund has made 95 grants totaling $413K, with a median grant of $3K. The foundation has distributed between $97K and $216K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $216K distributed across 46 grants. Individual grants have ranged from $400 to $28K, with an average award of $4K. The foundation has supported 44 unique organizations. Grants have been distributed to organizations in Ohio and Kentucky. Contributions to this foundation are tax-deductible.
Smallest Grant
$400
Median Grant
$2K
Average Grant
$4K
Largest Grant
$28K
Based on 24 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.
W E Smith Family Charitable Trust Fund primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 95 grants. Its grantmaking reaches organizations primarily in OH, KY.
W E Smith Family Charitable Trust Fund has distributed a total of $413K across 95 grants. The median grant size is $3K, with an average of $4K. Individual grants have ranged from $400 to $28K.
The application deadline is Submission Deadline is April 15.. For the promotion and encouragement of the Oxford, OH local and regional history. This includes study, historical research & for publication,under specific conditions,of works pertaining to.
W E Smith Family Charitable Trust Fund is headquartered in HAMILTON, OH. While based in OH, the foundation distributes grants to organizations across 2 states.
Officer and trustee information is not yet available for this foundation. This data is typically reported in Part VIII of the 990-PF filing.
Total Giving
$135K
Total Assets
$2M
Fair Market Value
$2.2M
Net Worth
$2M
Grants Paid
$97K
Contributions
N/A
Net Investment Income
$41K
Distribution Amount
$106K
Total: $2M
Total Grants
95
Total Giving
$413K
Average Grant
$4K
Median Grant
$3K
Unique Recipients
44
Most Common Grant
$2K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Butler County Historical501(C)(3) GENERAL OPERATING | Hamilton, OH | $12K | 2023 |
| Smith Library Of Regional501(C)(3) GENERAL OPERATING | Oxford, OH | $12K | 2023 |
| Middletown Historical501(C)(3) GENERAL OPERATING | Middletown, OH | $9K | 2023 |
| New London Cemetery Assn501(C)(3) GENERAL OPERATING | Ross, OH | $9K | 2023 |
| Oxford Museum Association501(C)(3) GENERAL OPERATING | Oxford, OH | $6K | 2023 |
| Preble Co Historical Society501(C)(3) GENERAL OPERATING | Eaton, OH | $5K | 2023 |
| Pyramid Hill Scupture Park501(C)(3) GENERAL OPERATING | Hamilton, OH | $5K | 2023 |
| Talawanda Middle School501(C)(3) GENERAL OPERATING | Oxford, OH | $5K | 2023 |
| Friends Of Chrisholm501(C)(3) GENERAL OPERATING | Seven Mile, OH | $4K | 2023 |
| Harriet Beecher Stowe House501(C)(3) GENERAL OPERATING | Cincinnati, OH | $3K | 2023 |
| National Voice Of America Museum501(C)(3) GENERAL OPERATING | West Chester, OH | $3K | 2023 |
| Over-The-Rhine Museum501(C)(3) GENERAL OPERATING | Cincinnati, OH | $3K | 2023 |
| Friends Of White Water501(C)(3) GENERAL OPERATING | Harrison, OH | $3K | 2023 |
| Cincinnati Preservation Association501(C)(3) GENERAL OPERATING | Cincinnati, OH | $3K | 2023 |
| Atrium Medical Center Fdn501(C)(3) GENERAL OPERATING | Middletown, OH | $3K | 2023 |
| University Of Cincinnati501(C)(3) GENERAL OPERATING | Harrison, OH | $2K | 2023 |
| Ohio History Connection501(C)(3) GENERAL OPERATING | Columbus, OH | $2K | 2023 |
| Veterans Memorial Museum501(C)(3) GENERAL OPERATING | Germantown, OH | $2K | 2023 |
| Kings Studios501(C)(3) GENERAL OPERATING | Cincinnati, OH | $2K | 2023 |
| Reily Township Historical Society501(C)(3) GENERAL OPERATING | Oxford, OH | $2K | 2023 |
| Harrison Village Historical Society501(C)(3) GENERAL OPERATING | Harrison, OH | $2K | 2023 |
| Falcon Productions Inc501(C)(3) GENERAL OPERATING | Newport, KY | $1K | 2023 |
| West Chester Union Township501(C)(3) GENERAL OPERATING | West Chester, OH | $644 | 2023 |
| Cincinnati Northern Model Railroad Club501(C)(3) GENERAL OPERATING | Hamilton, OH | $432 | 2023 |
| God'S House Of Praise And Worship501(C)(3) GENERAL OPERATING | Oxford, OH | $410 | 2023 |
| Miami University501(C)(3) GENERAL OPERATING | Oxford, OH | $4K | 2022 |
CLEVELAND, OH
CINCINNATI, OH
DUBLIN, OH