Funders › Ohio

W E Smith Family Charitable Trust Fund

Hamilton, OH · EIN 31-1438321. Reported 126 grants totalling $498,982 to 56 recipients across tax years 2021-2025. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$3,000median grant
$498,982granted, 2021-2025
56recipients, as named on its returns
67%of grantees funded again the next year
$2,510,417assets, 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 $1,872 and $5,000; the smallest was $149 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
11 grants
$1,000 - $5,000
79 grants
$5,000 - $10,000
27 grants
$10,000 - $25,000
9 grants

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.

OrganizationLocationTotal receivedGrantsYears fundedLast
Butler County Historical SocietyHamilton, OH$48,505552025
Smith Library of Regional HistoryOxford, OH$46,000552025
Middletown Historical SocietyMiddletown, OH$45,204552025
Oxford Museum AssociationOxford, OH$42,470552025
Pyramid Hill Scupture Park and MuseumHamilton, OH$31,400442025
Talawanda Middle SchoolOxford, OH$22,500552025
Atrium Medical Center FdnMiddletown, OH$22,176552025
Over-the-Rhine MuseumCincinnati, OH$19,500442024
West Chester Union TownshipWest Chester, OH$15,927552025
Friends of White Water Shaker VillageHarrison, OH$15,481552025
Friends of Chrisholm Historic FarmsteadSeven Mile, OH$15,374552025
Harriet Beecher Stowe HouseCincinnati, OH$15,275552025
Veterans Memorial Museum FoundationGermantown, OH$11,960552025
Preble Co Historical SocietyEaton, OH$11,300442024
New London Cemetery AssnRoss, OH$9,337112023
Action Tank PlanCincinnati, OH$9,000222022
National Voice of America Museum of BroadcastingWest Chester, OH$9,000222023
Reily Township Historical SocietyOxford, OH$8,477442025
University of CincinnatiHarrison, OH$8,200332023
Monroe Historical SocietyMonroe, OH$7,240332025
Miami UniversityOxford, OH$6,102222025
Marsha RobinsonBexley, OH$5,000112021
The Great Miami Valley YMCAHamilton, OH$5,000112025
Wyoming Historical SocietyWyoming, OH$4,551222025
Historic Hamilton IncorporatedHamilton, OH$4,300222025
Milford TownshipOxford, OH$4,300112025
Delhi Historical SocietyCincinnati, OH$3,750222025
Kings StudiosCincinnati, OH$3,612222024
Miami Historical SocietyMiamitown, OH$3,281222025
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
Mariemont Preservation FoundationCincinnati, OH$2,500112025
Warren Co Historical SocietyLebanon, OH$2,500112021
Eldorado Activities CommitteeEldorado, OH$2,150112022
Ross Township Historical SocietyRoss, OH$2,028112021
Ohio History ConnectionColumbus, OH$2,000112023
Oxford Visitors and Convention BureauOxford, OH$1,960112025
The Joe Nuxhall Miracle LeagueFairfield, OH$1,800222025
Liberty Township Historical SocietyLiberty Township, OH$1,550112025
Harrison Village Historical Society MuseumHarrison, OH$1,500112023
Miami University Foundation IncOxford, OH$1,495112022
Oxford Visitors & Convention BureauOxford, OH$1,475112021
Metroparks of Butler County Fka Butler County Park DistrictHamilton, OH$1,400112025
Franklin Area Histrorical SocietyFranklin, OH$1,337112025
Midpointe Library SystemMiddletown, OH$1,300112025
Falcon Productions IncNewport, KY$1,000112023
Gorman Heritage Farm FoundationCincinnati, OH$1,000112025
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$401222025

27 of 56 (48%) received money in more than one year over the 5 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 67%, across 4 year-to-year transitions. The median foundation retains about 67%, so this one is about typical. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.

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 activity category the IRS assigns each recipient, for the 47 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.

Arts & Culture
37 grants
Environment
4 grants
Education
2 grants
Community Improvement
2 grants
Recreation & Sports
1 grant
Human Services
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
202530$99,943$2,500

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

100% of its giving went to organizations in Ohio. If your organization is based elsewhere, look in the recipient list for grants to your area before writing.

Ohio
$498K
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 a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

Fidelity Investments Charitable Gift Fund10 shared recipientsDonor Advised Charitable Giving Inc7 shared recipientsOhio Humanities Council5 shared recipientsThe Greater Cincinnati Foundation5 shared recipientsAmerican Online Giving Foundation Inc5 shared recipientsGe Aerospace Foundation5 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $3,000. A request many times that size asks for something it has rarely or never given.
  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

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 5 returns (tax years 2021-2025). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.

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.

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