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· Private foundation

Smith Foundation - Trustee

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.

$885k
Granted FY2025still arriving
27
Grants FY2025still arriving
7
States reached
$90k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 71% of SMITH FOUNDATION - TRUSTEE’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2025 · 27 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • $10k–50k23 grants · $551k
  • $50k–250k4 grants · $334k
$18,055
Median grant
7
States reached
$21M
Total assets
Largest grants
RecipientAmount
UNIVERSITY OF LOUISVILLE$90,277
UNIVERSITY OF THE CUMBERLANDS$90,277
UNIVERSITY OF KENTUCKY$90,277
CHILDREN'S HOME OF NORTHERN KY$63,194
COMMUNITY SERVICES OF N KY$45,139
CRYSTAL CATHEDRAL MINISTRIES$45,139
BILLY GRAHAM MINISTRIES$45,139
REDWOOD SCHOOL & REHABILITATION$45,139
ALZHEIMER'S ASSOCIATION$36,111
ST ELIZABETH MEDICAL CENTER INC$27,083
BEREA COLLEGE$18,055
USPIRITUS INC FKA BELLWOOD PRES$18,055
MASONIC HOME$18,055
ION CRISIS CENTER FKA WOMEN CRISIS$18,055
ST HENRY HIGH SCHOOL$18,055
02The need
03

Do your dollars go where the need is?

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

show:

Your human-services grants (FY20–24, $162k) land where the poverty rate runs at 10%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 11%CHILDREN'S HOME OF NORTHERN KENTUCKY: $60k → 11%ION CENTER FOR VIOLENCE PREVENTION: $35k → 11%ION CENTER FOR VIOLENCE PREVENTION: $18k → 11%ION CENTER FOR VIOLENCE PREVENTION: $16k → 11%WOMEN'S CRISIS CENTER: $17k → 7%WOMEN CRISIS CENTER: $17k → 7%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

04

Where the work is directed

The same grants, placed two ways — where each recipient sits, and where its stated purpose earmarks the money.

About 19% of Smith Foundation - Trustee’s grant dollars are earmarked, by their stated purpose, for a different county than the recipient’s own address — money that lands at a nonprofit in one place but is meant to do its work in another.

Smith Foundation - Trusteelessmore of its giving
Placed by recipient address

Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the foundation’s own 990 grant descriptions.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

95%of every dollar goes to organizations you’ve funded before.
$5.0M · 27 repeat orgs$274k to everyone else

27 repeat relationships — 25 still active in FY2025, 2 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

27
7

Total granted

$5.0M
$256k

Median revenue growth · since first grant

+30%
+36%

Still filing today

26%
43%

New vs renewed · share of each year

In FY2025, 98% of grant dollars renewed an existing relationship; $18k went to new ones.

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

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

’20’21’22’23’24’25
HealthEducationHuman ServicesCrime & LegalOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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

  • UO
    UNIVERSITY OF THE CUMBERLANDS INC
    6× · 2020–2025 · $520k · revenue +30%
  • RS
    Redwood School & Rehabilitation Inc
    6× · 2020–2025 · $260k · revenue +62%
  • SE
    St Elizabeth Medical Center Inc
    5× · 2021–2025 · $217k · revenue +20%

Funded once

  • UO
    UNIVERSITY OF LOUISVILLE SCHOOL OF DENTISTRY
    one grant, 2020 · $85k
  • CH
    Children's Home of Northern Kentucky Incgraduated
    one grant, 2020 · $60k · revenue +113%
  • SE
    ST ELIZABETH HEALTHCARE FOUNDATION
    one grant, 2020 · $43k

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

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Cumberland Medical Center

Cumberland Medical Center provides quality healthcare, in alignment with Covenant Health's mission to serve the community by improving the quality of life through better health, regardless of the patient's ability to pay.

Health
2
Indiana University Health Ball Memorial Physicians Inc

Lead the transformation of healthcare through quality, innovation & education, and make indiana one of the nation's healthiest states.

Health
3
University Family Physicians Inc

Engage actively and continuously in medical research, education and training in the practice of medicine in conjunction with the department of family medicine of the indiana university school of medicine and indiana university…

4
Methodist Health Inc

Methodist health provides quality healthcare services with a compassionate and caring spirit to persons, families and communities of the tri-state. at methodist health, our values are based on our commitment to quality. we define quality…

Health
5
Indiana University Health Bedford Inc

Lead the transformation of healthcare through quality, innovation & education, and make Indiana one of the nation's healthiest states.

Health
6
Claiborne Medical Center

Claiborne Medical Center provides quality healthcare, in alignment with Covenant Health's mission to serve the community by improving the quality of life through better health, regardless of a patient's ability to pay.

Health
7
Beverwyck Inc

We, st. peter's health partners and trinity health, serve together in the spirit of the gospel as a compassionate and transforming healing presence within our communities. beverwyck is a member of st. peter's health partners and trinity…

Housing & Shelter
8
Meridian Health Services Corp

To help make our communities healthier through a focus on whole person health.

Health
9
Union Health System

To serve our communities by provding innovative and compassionate healthcare.

Health
10
Vanderbilt University

See Disclosure Above.

Education
11
Methodist Medical Center

Methodist Medical Center provides quality healthcare, in alignment with Covenant Health's mission to serve the community by improving the quality of life through better health regardless of a patient's ability to pay.

Health
12
Belmont Professional Associates Inc

To improve the communitys health through the efficient provision, coordination, and integration of quality health services, health education, and research. To provide compassionate, quality health services according to the spiritual,…

For reference, the grantee most central to the portfolio’s shape is Uspiritus Inc (Bellewood & Brooklawn) and the most unlike its peers is Erlanger Lions Club Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

05the grantee network

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

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 10 of the 35 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
10/10
Grantees still filing
9/10
Grew since you first funded

Where your money sits — by cause, then by grantee

UNIVERSITY OF KENTUCKY — $519,788 · OtherUNIVERSITY OF KENTUCKYUNIVERSITY OF LOUISVILLE — $518,033 · OtherUNIVERSITY OF LOUISVILLECHILDREN'S HOME OF NORTHERN KY — $320,787 · OtherCHILDREN'S HOME OF NORTHERN KYBILLY GRAHAM MINISTRIES — $259,895 · OtherBILLY GRAHAM MINISTRIESCOMMUNITY SERVICES OF N KY — $259,895 · OtherCOMMUNITY SERVICES OF N KYCRYSTAL CATHEDRAL MINISTRIES — $259,895 · OtherCRYSTAL CATHEDRAL MINISTRIES+20 more — $1,601,851 · Other+20 moreRedwood School & Rehabilitation Inc — $259,895 · HealthRedwood School …St Elizabeth Medical Center Inc — $217,180 · HealthSt Elizabeth Me…ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC — $207,915 · HealthALZHEIMER'S DIS…+1 more — $17,086 · HealthUNIVERSITY OF THE CUMBERLANDS INC — $519,786 · EducationUNIVERSITY OF…BEREA COLLEGE — $122,153 · EducationBEREA COLLEGEIon Center for Violence Prevention Inc — $102,638 · Human ServicesChildren's Home of Northern Kentucky Inc — $59,800 · Human ServicesMOTHERS AGAINST DRUNK DRIVING — $17,086 · Crime & Legal
Other$3,740,144Health$702,076Education$641,939Human Services$162,438Crime & Legal$17,086

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetUNIVERSITY OF THE CUMBERLANDS INC — $519,786 over 6y, 0.1% of budgetRedwood School & Rehabilitation Inc — $259,895 over 6y, 0.9% of budgetSt Elizabeth Medical Center Inc — $217,180 over 5y, 0.0% of budgetALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC — $207,915 over 6y, 0.0% of budgetBEREA COLLEGE — $122,153 over 6y, 0.0% of budgetERLANGER LIONS CLUB INC — $121,644 over 6y, 25% of budgetIon Center for Violence Prevention Inc — $102,638 over 5y, 0.6% of budgetChildren's Home of Northern Kentucky Inc — $59,800 over 1y, 0.8% of budgetUSPIRITUS INC (BELLEWOOD & BROOKLAWN) — $17,086 over 1y, 0.1% of budgetMOTHERS AGAINST DRUNK DRIVING — $17,086 over 1y, 0.1% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

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

  • Who funds UNIVERSITY OF THE CUMBERLANDS INC
  • Who funds Redwood School & Rehabilitation Inc
  • Who funds St Elizabeth Medical Center Inc
  • Who funds ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC
  • Who funds BEREA COLLEGE
  • Who funds ERLANGER LIONS CLUB INC
  • Who funds Ion Center for Violence Prevention Inc
  • Who funds Children's Home of Northern Kentucky Inc
  • Who funds USPIRITUS INC (BELLEWOOD & BROOKLAWN)
  • Who funds MOTHERS AGAINST DRUNK DRIVING

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

The Butler FoundationKY13.6× affinity4 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Butler Foundation · Spaulding Foundation · Sutphin Family Foundation Ica · John a Schroth Family Char Tr · Duke Energy Foundation · Baird Foundation Inc · American Endowment Foundation · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Smith Foundation - Trustee funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 00%2%6%14%25%your share of their income ↑0%6%13%19%25%share of the org’s income from government
    no gov moneyreceives it· size = income
    0get no government money at all
    2report 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, FY2025

    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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 35 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

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

    Source object · view filing

    More from the funding graph