FundersOhio

W E Smith Family Charitable Trust Fund

Hamilton, OH · EIN 31-1438321. Reported 96 grants totalling $399,039 to 47 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$3,000median grant
$399,039granted, 2021-2024
47organizations funded
64%of grantees funded again the next year
$2,301,260assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. W E Smith Family Charitable Trust Fund did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $3,000. Half of everything it gave fell between $2,028 and $5,750; the smallest was $252 and the largest $13,491. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
7 grants
$1,000 - $5,000
61 grants
$5,000 - $10,000
21 grants
$10,000 - $25,000
7 grants

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
Butler County Historical SocietyHamilton, OH$43,381442024
Middletown Historical SocietyMiddletown, OH$37,264442024
Oxford Museum AssociationOxford, OH$35,430442024
Smith Library of Regional HistoryOxford, OH$34,000442024
Pyramid Hill Scupture Park and MuseumHamilton, OH$21,400332024
Over-the-Rhine MuseumCincinnati, OH$19,500442024
Talawanda Middle SchoolOxford, OH$17,500442024
Atrium Medical Center FdnMiddletown, OH$17,176442024
Friends of Chrisholm Historic FarmsteadSeven Mile, OH$14,624442024
West Chester Union TownshipWest Chester, OH$13,154442024
Friends of White Water Shaker VillageHarrison, OH$11,883442024
Harriet Beecher Stowe HouseCincinnati, OH$11,425442024
Preble Co Historical SocietyEaton, OH$11,300442024
Veterans Memorial Museum FoundationGermantown, OH$11,160442024
New London Cemetery AssnRoss, OH$9,337112023
Action Tank PlanCincinnati, OH$9,000222022
National Voice of America Museum of BroadcastingWest Chester, OH$9,000222023
University of CincinnatiHarrison, OH$8,200332023
Reily Township Historical SocietyOxford, OH$6,667332024
Marsha RobinsonBexley, OH$5,000112021
Monroe Historical SocietyMonroe, OH$4,740222024
Miami UniversityOxford, OH$4,357112022
Kings StudiosCincinnati, OH$3,612222024
Citizens for Historical and Preservation ServicesHamilton, OH$3,000112021
Friends of Metroparks of Butler CoLiberty Township, OH$3,000112021
Mentoring Young MenCincinnati, OH$3,000112022
Middletown Cemetery BoardMiddletown, OH$3,000112022
Cincinnati Preservation AssociationCincinnati, OH$2,500112023
Warren Co Historical SocietyLebanon, OH$2,500112021
Historic Hamilton IncHamilton, OH$2,300112021
Eldorado Activities CommitteeEldorado, OH$2,150112022
Miami Historical SocietyMiamitown, OH$2,064112024
Ross Township Historical SocietyRoss, OH$2,028112021
Ohio History ConnectionColumbus, OH$2,000112023
Wyoming Historical SocietyWyoming, OH$1,551112022
Harrison Village Historical Society MuseumHarrison, OH$1,500112023
Miami University Foundation IncOxford, OH$1,495112022
Oxford Visitors & Convention BureauOxford, OH$1,475112021
Delhi Historical SocietyCincinnati, OH$1,250112024
Falcon Productions IncNewport, KY$1,000112023
The Joe Nuxhall Miracle LeagueFairfield, OH$1,000112024
Franklin Area Historical SocietyFranklin, OH$772112021
Historic Southwest Ohio Inc C/O William DichtlCincinnati, OH$750112021
Hamilton Parks ConservancyHamilton, OH$500112024
Cincinnati Northern Model Railroad ClubHamilton, OH$432112023
God's House of Praise and WorshipOxford, OH$410112023
Trenton Historical SocietyTrenton, OH$252112021

20 of 47 (43%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 64%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is about typical. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the recipient's own IRS classification, for the 35 grants where we could identify the organization. These are assigned categories, not our guesses.

Arts & Culture
30 grants
Environment
2 grants
Recreation & Sports
1 grant
Education
1 grant
Community Improvement
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
202127$103,596$3,140
202223$108,218$3,750
202325$97,204$2,527
202421$90,021$3,025

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 100% of this one's giving went to organizations in Ohio. If you are outside its footprint, that matters more than how well your programme fits.

Ohio
$398K
Kentucky
$1K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Ohio Humanities Council6 shared recipientsFidelity Investments Charitable Gift Fund6 shared recipientsDonor Advised Charitable Giving Inc5 shared recipientsThe Greater Cincinnati Foundation5 shared recipientsHamilton Community Foundation4 shared recipientsOhio Historical Society4 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $3,000. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in Ohio.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding education in OhioEvery funder in this group, ranked

Where these numbers come from

Everything above is taken from W E Smith Family Charitable Trust Fund's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: 300 High Street, Hamilton, OH, 45011. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 31-1438321 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email [email protected] and we will correct it.