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Roger B Smith Family Charitable Trust at a glance

· Private foundation

Roger B Smith Family Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$174k
Granted FY2025still arriving
18
Grants FY2025still arriving
8
States reached
$50k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0196% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Religion$268kAnimals$178kHealth$55kHuman Services$52kPhilanthropy$41kYouth Development$35kRecreation & Sports$15kEnvironment$10kOther$0
02FY2025 · 18 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k14 grants · $59k
  • $10k–50k3 grants · $65k
  • $50k–250k1 grant · $50k
$5,000
Median grant
8
States reached
$2.1M
Total assets
Largest grants
RecipientAmount
DANNY & RON'S RESCUE$50,000
3GEN MINISTRIES$30,000
FIDELITY CHARITABLE TRUST$25,000
FOOTHILLS HUMANE SOCIETY$10,000
SALT PONDS COALITION INC$5,000
VINCEREMOS RIDING CENTER INC$5,000
STEPS TO HOPE INC$5,000
ST DAVID EPISCOPAL CHURCH$5,000
KIDSENSES INC (DBA CHILDRENS MUSEUM)$5,000
RARE VILLAGE FOUNDATION$5,000
SPARTANBURG COUNTY FOUNDATION$5,000
ST FRANCIS EPISCOPAL CHURCH$5,000
MONDAYS HOPE$5,000
GREEN CREEK HOUNDS INC$4,000
YARMOUTH PUBLIC LIBRARY ASSOCIATION INC$2,500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY19–22, $28k) land where the poverty rate runs at 11%, against an area that typically sits at 9%. 93% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%WINDRUSH FARM THERAPEUTIC EQUITATION INC: $1k → 10%GLENEAYRE EQUESTRIAN PROGRAM: $2k → 7%CARIDAD CENTER: $5k → 11%GRANDMA'S PLACE INC: $10k → 11%GRANDMA'S PLACE INC: $10k → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

MA
OH
PA
NJ
RI
CA
CO
KY
MD
NC
SC
GA
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

83%of every dollar goes to organizations it has funded before.
$558k · 17 repeat orgs$113k to everyone else

Grantees it renews have grown median revenue +39% since the first grant, against +20% for those funded once.

17 repeat relationships: 9 still active in FY2025, 8 since wound down; 8 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

17
12

Total granted

$558k
$63k

Median revenue growth · since first grant

+39%
+20%

Still filing today

71%
50%

New vs renewed · share of each year

In FY2025, 70% of grant dollars renewed an existing relationship; $50k went to new ones.

50%100%’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24’25
Human ServicesAnimalsPhilanthropyEnvironmentYouth DevelopmentHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • 3M
    3GEN MINISTRIES
    7× · 2019–2025 · $149k · revenue +39%
  • DR
    DANNY & RONS RESCUE
    3× · 2021–2025 · $95k · revenue +24%
  • YL
    YOUNG LIFE
    2× · 2018–2019 · $35k · revenue +39%

Funded once

  • MG
    MASS GENERAL BRIGHAM INCORPORATED
    one grant, 2018 · $25k
  • SB
    STEP BY STEP FOUNDATION INC
    one grant, 2021 · $10k · revenue -75%
  • IG
    Individual grant recipient
    one grant, 2019 · $10k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
South West Florida Horse Rescue Inc

To save the lives of the neglected, abused, and forgotten horses and donkeys in the southwest florida area.

Animals
2
Serenity Farm Equine Sanctuary

The mission of Serenity Farm is to prevent equine neglect, abuse, abandonment where we can and rehabilitate and find loving, forever homes for neglected or abused equines. We educate the public on the beauty and value of rescued horses. We…

Animals
3
Out to Pasture Farm and Rescue Inc

Caring for elderly, handicapped & ill domestic animals

Animals
4
Rosemary Farm Sanctuary Inc

At rosemary farm, our mission is to rescue horses in need and protect them for life. we save equines from slaughter, neglect and abuse. while adoption is not our focus, select horses may be available to the right home, if right for the…

Animals
5
Hope Equine Rescue Inc

Hope equine rescue is devoted to the care and placement of unwanted, abused and neglected horse. our goal os to provide for the horse when no one else can or will. we are putting hope back into the lives of horse one at

Animals
6
Sunny Paws Rescue

To save canine lives and find forever homes

Animals
7
Heaven's Ranch Rescue

Heavens ranch rescue is committed to relieving the suffering of equines enduring abuse, neglect or abandonment. we provide rescued horses with a consistent environment and a second chance to find a qualified home.

Animals
8
South Florida Animal Rescue Network Inc

Rescue rehab and rehome dogs and horses in need. We rescue them from auction shelters the streets etc.

Animals
9
Humane Society of Vero Beach and Indian River County Inc

None

Animals
10
Equine Rescue Inc

To rescue and provide care, rehabilitation and adoption services for abused, neglected and abandoned horses.

Animals
11
Beauty's Haven Farm & Equine Rescue

Our mission is to rescue, rehabilitate and re-home equine in need, to educate the public about proper horse care, provide information about the steps to take with an equine that is abused or neglected, to provide assistance to horse owners…

Animals
12
Strongwater Farm Therapeutic Equestrian Center Inc

To provide a therapeutic riding facility and a premier accredited path facility through a variety of programs offered in therapeutic riding and horsemanship skills to challenged riders.

Health
How this is measured
The grantee most central to the portfolio’s shape is Steps to Hope Inc; the most unlike its peers is Organisation Pour Leducation Et Le Developement Communautaire Dhaiti. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

24 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 24 of the 38 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
23/24
Grantees still filing
13/24
Grew since first funded

Where the money sits, by cause and then by grantee

ST DAVID EPISCOPAL CHURCH: $88,000 · OtherST DAVID EPISCOPAL CHURCHDANNY & RON'S RESCUE: $35,500 · OtherDANNY & RON'S RESCUEFIDELITY CHARITABLE TRUST: $25,000 · OtherFIDELITY CHARITABLE TRUSTMASS GENERAL BRIGHAM INCORPORATED: $25,000 · OtherMASS GENERAL BRIGHAM INCORPORATEDUSHJA: $15,500 · OtherUSHJASTEPS TO HOPE INC: $15,000 · OtherST FRANCIS EPISCOPAL CHURCH: $15,000 · OtherIndividual grant recipient: $10,000 · OtherSTEP BY STEP FOUNDATION INC: $10,000 · Other+13 more: $45,000 · Other+13 more3GEN MINISTRIES: $149,000 · Religion3GEN MINISTRIESDANNY & RONS RESCUE: $95,000 · AnimalsDANNY & RONS RESCUEFoothills Humane Society Inc: $28,000 · AnimalsFoothills Humane Socie…BROOKE USA INC: $10,000 · AnimalsBROOKE USA INCYOUNG LIFE: $35,000 · Youth DevelopmentMONDAYS HOPE: $10,000 · Youth DevelopmentGrandmas Place Inc: $20,000 · Human ServicesCaridad Center Inc: $5,000 · Human ServicesGLENEAYRE EQUESTRIAN PROGRAM INC: $2,000 · Human ServicesWINDRUSH FARM THERAPEUTIC EQUITATION INC: $1,000 · Human ServicesGREEN RIVER FOUNDATION: $12,500 · PhilanthropySpartanburg County Foundation: $10,000 · PhilanthropyPARKLAND CARES INC: $2,500 · PhilanthropyTown of Palm Beach United Way Inc: $1,100 · PhilanthropyVinceremos Riding Center Inc: $10,000 · HealthRARE VILLAGE FOUNDATION: $5,000 · Health
Other$284,000Religion$149,000Animals$133,000Youth Development$45,000Human Services$28,000Philanthropy$26,100Health$15,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10k$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budget3GEN MINISTRIES: $149,000 over 7y, 5.7% of budgetDANNY & RONS RESCUE: $95,000 over 3y, 1.3% of budgetYOUNG LIFE: $35,000 over 2y, 0.0% of budgetFoothills Humane Society Inc: $28,000 over 5y, 1.2% of budgetGrandmas Place Inc: $20,000 over 2y, 1.3% of budgetSTEPS TO HOPE INC: $15,000 over 4y, 0.2% of budgetGREEN RIVER FOUNDATION: $12,500 over 2y, 6.0% of budgetBROOKE USA INC: $10,000 over 3y, 0.3% of budgetSTEP BY STEP FOUNDATION INC: $10,000 over 1y, 23% of budgetVinceremos Riding Center Inc: $10,000 over 2y, 0.3% of budgetMONDAYS HOPE: $10,000 over 2y, 2.8% of budgetSpartanburg County Foundation: $10,000 over 2y, 0.0% of budgetGREEN CREEK HOUNDS INC: $9,000 over 2y, 3.0% of budgetRARE VILLAGE FOUNDATION: $5,000 over 1y, 0.1% of budgetCaridad Center Inc: $5,000 over 1y, 0.1% of budgetSALT PONDS COALITION INC: $5,000 over 1y, 2.5% of budgetSOUTH KINGSTOWN LAND TRUST: $2,500 over 1y, 0.2% of budgetPARKLAND CARES INC: $2,500 over 2y, 0.4% of budgetCharlestown Land Trust: $2,500 over 1y, 2.1% of budgetGLENEAYRE EQUESTRIAN PROGRAM INC: $2,000 over 1y, 0.1% of budgetTown of Palm Beach United Way Inc: $1,100 over 1y, 0.0% of budgetWINDRUSH FARM THERAPEUTIC EQUITATION INC: $1,000 over 1y, 0.1% of budgetORGANISATION POUR LEDUCATION ET LE DEVELOPEMENT COMMUNAUTAIRE DHAITI: $1,000 over 1y, 94% of budgetPOLK COUNTY CHAMBER FOUNDATION INC: $500 over 1y, 10% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Joe R & Joella F …Duke Energy FoundationThe Pfizer Foundation…Charities Aid Foundat…The Bank of America C…Vanguard Charitable E…Network for GoodNational Philanthropi…Donor Advised Charita…Fidelity Investments …American Online Givin…Amazonsmile Foundation
The Joe R & Joella F Utley Foundation IncDE15.7× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Joe R & Joella F Utley Foundation Inc · Duke Energy Foundation · The Pfizer Foundation Inc · Charities Aid Foundation America · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · Network for Good · National Philanthropic Trust · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · American Online Giving Foundation Inc · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Roger B Smith Family Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Roger B Smith Family Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 50%2%6%14%25%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →median 12%
  • Grandmas Place Inc: 12% of income from government
  • Caridad Center Inc: 0% of income from government
no gov moneyreceives it· size = income
5get no government money at all
3report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–25%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 38 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home