Funder DirectoryTR UW CHARLES SMITH FOR THE CHARLES &
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Private foundation (trust)EIN 146105261Est. 1978-04

TR UW CHARLES SMITH FOR THE CHARLES &

BROOKLYN, OH 44144

Accepts unsolicited proposals

Total Assets

$2.5M

FY 2023

Annual Giving

$41K

FY 2023

Grants Made

13

FY 2023

Avg Grant

$3K

FY 2023

Grant Range

$1K–$8K

Typical

Deadlines

February 15

Applications

Financial Snapshot

2023 filing

Total Revenue

$93K

Total Expenses

$117K

Qualifying Distributions

$48K

Distributable Amount

$114K

Min. Investment Return

$115K

Undistributed Income

$114K

Payout rate 42%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.42%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

13 grants

Grant sizes from minimum $1K through median $3K to maximum $8K, 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

4 years

Giving over time from 2020 to 2023. Peak $65K in 2020. Hover bars for details.

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

Top Recipients

43 grants

Recipient names are missing from the available filing data for some grants.

SUNY ONEONTA
$8K
1 grant
AVERY B CO BINGHAMTON UNIVERSITY
$8K
2 grants
OLIVIA O CO SUNY ONEONTA
$8K
2 grants
ISABELLA B CO HARTWICK COLLEGE
$6K
1 grant
CLARISSA S CO UNIVERSITY AT ALBANY
$6K
2 grants
PENNSYLVANIA STATE UNIVERSITY
$5K
1 grant
UNIVERSITY AT ALBANY
$5K
1 grant
MOLLY F CO UNIVERSITY OF VERMONT
$5K
1 grant

Grant Size Distribution

43 grants

<$10K
42
grants
$10–50K
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

9 states

New York
$136K
75% of total
Pennsylvania
$19K
10% of total
Vermont
$5K
3% of total
Michigan
$5K
3% of total
Florida
$5K
3% of total
Colorado
$5K
3% of total
Maryland
$3K
1% of total
South Carolina
$3K
1% of total
Delaware
$3K
1% of total

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