Funder DirectoryWilliam Harold Smith Charitable Trust
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Private foundation (trust)EIN 566526359Est. 1998-09

William Harold Smith Charitable Trust

Marion, NC 28752

Accepts unsolicited proposals

Total Assets

$4.7M

FY 2024

Annual Giving

$134K

FY 2024

Grants Made

13

FY 2024

Avg Grant

$10K

FY 2024

Grant Range

$2K–$53K

Typical

Deadlines

Established annually

Applications

Programs & Activities

Program 1

$134K

Scholarships - colleges & universities

Focus Areas

Education

Financial Snapshot

2024 filing

Total Revenue

$229K

Total Expenses

$175K

Qualifying Distributions

$134K

Distributable Amount

$225K

Min. Investment Return

$228K

Undistributed Income

$76K

Payout rate 60%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.60%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

13 grants

Grant sizes from minimum $2K through median $6K to maximum $53K, 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

5 years

Giving over time from 2020 to 2024. Peak $209K in 2020. Hover bars for details.

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

Top Recipients

98 grants

Western Carolina University
$136K
5 grants
Appalachian State University
$100K
6 grants
N C STATE UNIVERSITY
$58K
2 grants
McDowell Techincal Community College
$53K
1 grant
North Carolina State University
$52K
3 grants
MCDOWELL TECHNICAL COLLEGE
$51K
3 grants
Wingate University
$30K
5 grants
GARDNER-WEBB UNIVERSITY
$21K
3 grants

Grant Size Distribution

83 grants

<$10K
63
grants
$10–50K
19
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

North Carolina
$702K
94% of total
Tennessee
$25K
3% of total
Kentucky
$8K
1% of total
Oklahoma
$6K
1% of total
Virginia
$5K
1% of total
Nebraska
$2K
0% of total
Idaho
0% of total

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William Harold Smith Charitable Trust — Grants, Financials & Contact | Grantivo