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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 it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Education$2.1MHuman Services$1.0MReligion$1.0MHealth$977kRecreation & Sports$122kCrime & Legal$17kInternational$17k
02FY2025 · 27 grants

Where the money goes

Grants by size, and the largest recipients.

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 KENTUCKY$90,277
UNIVERSITY OF LOUISVILLE$90,277
UNIVERSITY OF THE CUMBERLANDS$90,277
CHILDREN'S HOME OF NORTHERN KY$63,194
REDWOOD SCHOOL & REHABILITATION$45,139
COMMUNITY SERVICES OF N KY$45,139
BILLY GRAHAM MINISTRIES$45,139
CRYSTAL CATHEDRAL MINISTRIES$45,139
ALZHEIMER'S ASSOCIATION$36,111
ST ELIZABETH MEDICAL CENTER INC$27,083
ST ELIZABETH HEALTHCARE$18,055
THE SALVATION ARMY$18,055
RICHWOOD PRESBYTERIAN CHURCH$18,055
MASONIC HOME$18,055
RYLE HIGH SCHOOL$18,055
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 (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. Its 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
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.
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.
04

Where the work is directed

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

About 19% of Smith Foundation - Trustee’s grant dollars are earmarked for a different county than the recipient’s own address.

Smith Foundation - Trusteelessmore of its giving
Placed by recipient address
How this is measured
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 funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

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

95%of every dollar goes to organizations it has 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
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

  • 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
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
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,…

—
How this is measured
The grantee most central to the portfolio’s shape is Uspiritus Inc (Bellewood & Brooklawn); 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 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. 10 of the 35 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.

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

Where the money sits, by cause and 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 KYCOMMUNITY SERVICES OF N KY: $259,895 · OtherCOMMUNITY SERVICES OF N KYBILLY GRAHAM MINISTRIES: $259,895 · OtherBILLY GRAHAM MINISTRIESCRYSTAL 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 grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's 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 budgetMOTHERS AGAINST DRUNK DRIVING: $17,086 over 1y, 0.1% of budgetUSPIRITUS INC (BELLEWOOD & BROOKLAWN): $17,086 over 1y, 0.1% 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.

  • 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 MOTHERS AGAINST DRUNK DRIVING ↗
  • Who funds USPIRITUS INC (BELLEWOOD & BROOKLAWN) ↗

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 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

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 Smith Foundation - Trustee funds: left to right is the share of its income from government, bottom to top the share from Smith Foundation - Trustee. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%2%6%14%25%funder's 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, 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 35 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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