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Private foundation (trust)EIN 316018668Est. 2022-02

HORACE H SMITH TR UW

MILWAUKEE, WI 532010634

Total Assets

$283K

FY 2023

Annual Giving

$11K

FY 2023

Grants Made

2

FY 2023

Avg Grant

$5K

FY 2023

Grant Range

$2K–$9K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$8K

Total Expenses

$16K

Qualifying Distributions

$12K

Distributable Amount

$13K

Min. Investment Return

$13K

Undistributed Income

$12K

Payout rate 92%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.92%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

2 years

Giving over time from 2022 to 2023. Peak $11K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

3 grants

TROY CITY EDUCATION ASSOCIATION
$9K
1 grant
MIAMI COUNTY HUMANE SOCIETY
$4K
2 grants

Grant Size Distribution

3 grants

<$10K
3
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Ohio
$13K
100% of total

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HORACE H SMITH TR UW — Grants, Financials & Contact | Grantivo