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Private Foundation · OH

W E Smith Family Charitable Trust Fund

Hamilton, OH  ·  EIN 311438321  ·  Website (ProPublica) ↗  ·  990s on ProPublica ↗

Assets

$2.0M

Total Giving

$409K

Grants on File

99

Average Grant

$4K

Giving Radius

Where W E Smith Family Charitable Trust Fund Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — no grants on file CO — no grants on file CT — no grants on file DC — no grants on file DE — no grants on file FL — no grants on file GA — no grants on file HI — no grants on file IA — no grants on file ID — no grants on file IL — no grants on file IN — no grants on file KS — no grants on file KY — $1K across 1 grant LA — no grants on file MA — no grants on file MD — no grants on file ME — no grants on file MI — no grants on file MN — no grants on file MO — no grants on file MS — no grants on file MT — no grants on file NC — no grants on file ND — no grants on file NE — no grants on file NH — no grants on file NJ — no grants on file NM — no grants on file NV — no grants on file NY — no grants on file OH — $408K across 98 grants OK — no grants on file OR — no grants on file PA — no grants on file RI — no grants on file SC — no grants on file SD — no grants on file TN — no grants on file TX — no grants on file UT — no grants on file VA — no grants on file VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 51 recipients across 2 states. Top concentrations: OXFORD ($86K, 18 grants), HAMILTON ($73K, 7 grants), MIDDLETOWN ($55K, 8 grants), CINCINNATI ($35K, 10 grants), Cincinnati ($26K, 8 grants).

Section I

How to Apply

Request application from First Financial Bank, 300 High St - WM, Hamilton, OH 45011

On Unsolicited Proposals yes

Restrictions

For the promotion and encouragement of the Oxford, OH local and regional history. This includes study, historical research and publication, under specific conditions, of works pertaining to.

Section IV

Recent Grants

Recipient Amount Year
Morgan Twp Historical Society $750 2020
Harriet Beecher Stowe House $1K 2020
Reily Township Historical $600 2020
Friends of Chrisholm $5K 2020
League of Women Voters $760 2020
Veterans Memorial Museum $6K 2020
MidPointe Library System $400 2020
Preble Co Historical Society $1K 2020
Historic Hamilton Inc $2K 2020
Monroe Historical Society $600 2020
Middletown Historical $12K 2020
Over-the-Rhine Museum $2K 2020
Ross Township Historical Society $4K 2020
Salty Dog Museum $2K 2020
Friends of White Water $2K 2020
Delta Sigma Pi Fraternity $5K 2020
Talawanda Middle School $4K 2020
Holocaust & Humanity Center $10K 2020
West Chester Union Township $4K 2020
Greater Loveland Historical Society $2K 2020
Atrium Medical Center Fdn $5K 2020
Historic Southwest Ohio INC $1K 2020
Ohio History Connection $2K 2020
Butler County Historical $28K 2020
National Voice of America Museum $6K 2021

Page 1 of 4 · 99 total

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $2.0M $106K $55K $135K
2022 $2.1M $106K $645K $139K
2021 $1.6M $125K $85K $138K
2020 $1.6M $109K $130K $130K
2019 $1.6M $104K $258K $109K
2015 $1.6M $95K $125K $109K
2014 $1.6M $98K $99K $112K
2013 $1.6M $92K $88K $101K
2012 $1.6M $72K $817K $60K
2011 $863K $82K $53K $69K

Section VII

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