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William Harold Smith Charitable Trust is a private trust based in MARION, NC. The foundation received its IRS ruling in 1998. The principal officer is Alfred M Shiver Cpa Pa. It holds total assets of $4.9M. Annual income is reported at $296K. The foundation is governed by 3 officers and trustees. Scholarships- colleges & universities 121000 oerating and admin expenses 24200. Tax records are available from 2016 to 2023. Grantmaking is concentrated in North Carolina. According to available records, William Harold Smith Charitable Trust has made 68 grants totaling $457K, with a median grant of $5K. The foundation has distributed between $209K and $242K annually from 2020 to 2022. Individual grants have ranged from $1K to $36K, with an average award of $10K. The foundation has supported 28 unique organizations. The foundation primarily supports organizations in North Carolina, Tennessee, Oklahoma, which account for 85% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$6K
Average Grant
$9K
Largest Grant
$36K
Based on 24 grants from the most recent 990-PF filing.
Scholarships - Colleges and Universities $183,500 Operating and Admin Expenses $36,150
Expenses: $220K
McDowell Technical Community College $25,750 Operating and Admin Expenses $5,075
Expenses: $31K
Scholarships- colleges & universities 121000 oerating and admin expenses 24200. Based on available records, the foundation has funded 68 grants. Its grantmaking reaches organizations primarily in NC, TN, OK.
William Harold Smith Charitable Trust has distributed a total of $457K across 68 grants. The median grant size is $5K, with an average of $10K. Individual grants have ranged from $1K to $36K.
The application deadline is April 2 Each Year April 2 Each Year. See Attached Application.
William Harold Smith Charitable Trust is headquartered in MARION, NC. While based in NC, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Matt Smith | Trustee | $13K | $0 | $13K |
| Mitch Goodson | Trustee | $5K | $0 | $5K |
| David Ditt | Secretary | $200 | $0 | $200 |
Total Giving
$150K
Total Assets
$4.8M
Fair Market Value
$4.6M
Net Worth
$4.8M
Grants Paid
$108K
Contributions
N/A
Net Investment Income
$279K
Distribution Amount
$213K
Total: $4.3M
Total Grants
68
Total Giving
$457K
Average Grant
$10K
Median Grant
$5K
Unique Recipients
28
Most Common Grant
$3K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Western Carolina UniversitySCHOLARSHIPS | Cullowhee, NC | $34K | 2022 |
| Appalachian State UniversitySCHOLARSHIPS | Boone, NC | $30K | 2022 |
| N C State UniversitySCHOLARSHIPS | Raleigh, NC | $28K | 2022 |
| Lees Mcrae CollegeSCHOLARSHIPS | Banner Elk, NC | $7K | 2022 |
| Wingate UniversitySCHOLARSHIPS | Wingate, NC | $6K | 2022 |
| East Tennesee State UniversitySCHOLARSHIPS | Johnson City, TN | $5K | 2022 |
| Belmont Abbey CollegeSCHOLARSHIPS | Belmont, NC | $3K | 2022 |
| Brevard CollegeSCHOLARSHIPS | Brevard, NC | $3K | 2022 |
| Gardner-Webb UniversitySCHOLARSHIPS | Boiling Springs, NC | $3K | 2022 |
| University Of N C -Chapel HillSCHOLARSHIPS | Chapel Hill, NC | $2K | 2022 |
| Mars Hill UniversitySCHOLARSHIPS | Mars Hill, NC | $1K | 2022 |
| University Of N C -WilmingtonSCHOLARSHIPS | Wilmington, NC | N/A | 2022 |
| Liberty UniversitySCHOLARSHIPS | Lynchburg, VA | — | 2022 |
| Lenior-Rhyne UniversitySCHOLARSHIPS | Hickory, NC | — | 2022 |
| Montreat CollegeSCHOLARSHIPS | Montreat, NC | — | 2022 |
| East Carolina UnivrsitySCHOLARSHIPS | Greenville, NC | — | 2022 |
| University Of NebraskaSCHOLARSHIPS | Lincoln, NE | — | 2022 |
| South CollegeSCHOLARSHIPS | Asheville, NC | — | 2022 |
| Mcdowell Technical CollegeSCHOLARSHIPS OPERATING AND ADMIN EXPENSES | Marion, NC | — | 2022 |
| Centre CollegeSCHOLAR | Danville, KY | — | 2022 |
| University Of N C - AshevilleSCHOLARSHIPS | Asheville, NC | — | 2022 |
| North Carolina State UniversityScholarships | Raleigh, NC | $21K | 2020 |
| East Carolina UniversityScholarships | Greenville, NC | $15K | 2020 |
| University Of North Carolian At AshevilleScholarships | Asheville, NC | $13K | 2020 |