501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2020 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $71K a year · 35% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
990-PF Pt I · 6 filings
4 mo
of spending, in cash
Looks good: 4.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$130K
Spent
$130K
Net assets
$1.6M
By yearFY2020–FY2025
Revenue
$130K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$130K
FY2021$85K
FY2022$645K
FY2023$55K
FY2024$124K
FY2025$182K
Expenses
$130K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$130K
FY2021$138K
FY2022$139K
FY2023$135K
FY2024$121K
FY2025$134K
Net assets
$1.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.6M
FY2021$1.6M
FY2022$2.1M
FY2023$2.0M
FY2024$2.0M
FY2025$2.1M

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 77% · $100K Operating & administrative 23% · $30K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024
First Financial Bank$31,120$29,871

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See W E Smith Family Charitable Trust Fund executive salaries →

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Programs and updates

A private foundation based in Hamilton, OH.

Questions for W E Smith Family Charitable Trust Fund

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 30 grants · $100K · 2025–2025
Smith Library of RegionalFY2025$12,000
Individual RecipientFY2025$10,000
Individual RecipientFY2025$7,940
Oxford Museum AssociationOH · FY2025$7,040
Individual RecipientFY2025$5,124
Talawanda Middle SchoolFY2025$5,000
Atrium Medical Center FdnFY2025$5,000
The Great Miami Valley YMCAOH · FY2025$5,000
Individual RecipientFY2025$4,300
Individual RecipientFY2025$3,850
Friends of White WaterFY2025$3,598
Wyoming Historical SocietyFY2025$3,000
Individual RecipientFY2025$2,773
Monroe Historical SocietyFY2025$2,500
Delhi Historical SocietyFY2025$2,500
Oxford Visitors and Convention BureauFY2025$1,960
See all 30 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV11
Average grantPart XV$3K
Median grantPart XV$2K
Largest grantPart XV$12K
Top cause focusNTEEArts & Culture (13%)

By the numbers

The FY2020 990-PF, line by line.

1The main four
Money in
$130K
Investment income$129K
Gifts and grants$529
Money out
$130K
Grants paid$100K
Running costs$30K
Owns and owes
$1.6M
net assets
Cash and savings$44K
Total assets$1.6M
Liabilities$0
2In more detail
Revenue in detail
Gifts and grants$529
Investment income$129K
Total revenue$130K
Assets in detailEnd of year
Cash and savings together$44K
Total assets$1.6M
Liabilities$0
Net assets$1.6M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $182K$134K$47K$2.1M 990 PDF
FY2024 $124K$121K$3K$2.0M 990 PDF
FY2023 $55K$135K−$80K$2.0M 990 PDF
FY2022 $645K$139K$506K$2.1M 990 PDF
FY2021 $85K$138K−$53K$1.6M 990 PDF
FY2020 Viewing $130K$130K−$67$1.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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