Funder DirectoryROGER B SMITH FAMILY CHARITABLE TRUST
Back to directory

Private foundation (trust)EIN 586331843Est. 1997-08

ROGER B SMITH FAMILY CHARITABLE TRUST

WELLINGTON, FL 33414

Total Assets

$2.7M

FY 2024

Annual Giving

$43K

FY 2024

Grants Made

4

FY 2024

Avg Grant

$11K

FY 2024

Grant Range

$3K–$30K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$159K

Total Expenses

$66K

Qualifying Distributions

$46K

Distributable Amount

$128K

Min. Investment Return

$130K

Undistributed Income

$127K

Payout rate 36%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.36%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $3K through median $5K to maximum $30K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $92K in 2021. Hover bars for details.

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

Top Recipients

44 grants

3GEN MINISTRIES
$115K
5 grants
ST DAVID EPISCOPAL CHURCH
$63K
5 grants
DANNY & RON'S RESCUE
$60K
3 grants
BRIGHAM AND WOMEN'S HOSPITAL
$25K
1 grant
FOOTHILLS HUMANE SOCIETY
$16K
3 grants
YOUNG LIFE
$15K
1 grant
USHJA
$13K
2 grants
STEPS TO HOPE INC
$10K
3 grants

Grant Size Distribution

44 grants

<$10K
34
grants
$10–50K
10
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

Florida
$143K
36% of total
South Carolina
$120K
30% of total
North Carolina
$49K
12% of total
Massachusetts
$25K
6% of total
Kentucky
$23K
6% of total
Pennsylvania
$15K
4% of total
Colorado
$15K
4% of total
Georgia
$5K
1% of total

Ready to work on a proposal for ROGER B SMITH FAMILY CHARITABLE TRUST?

Open a draft with this funder pre-selected. Add guidelines when you have them.

Draft an application for ROGER B SMITH FAMILY CHARITABLE TRUST
Funder alerts

Track ROGER B SMITH FAMILY CHARITABLE TRUST

Get an email when Grantivo has new data for ROGER B SMITH FAMILY CHARITABLE TRUST, such as a fresh IRS filing, updated financials, or newly reported grants. No account needed.

Free. Unsubscribe anytime. Or create an account to draft an application.

ROGER B SMITH FAMILY CHARITABLE TRUST — Grants, Financials & Contact | Grantivo