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Oklahoma · Private foundation

The William S Smith Charitable Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$7.9M
Granted FY2024(still arriving)
18
Grants FY2024
15
Organizations funded FY2023
33%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$225,000
Largest grant, FY2024
$2,625,000
Organizations funded a year
11 to 15
FY2021 to FY2023
States reached, FY2024
1
Total assets, FY2024
$77M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 33% of the organizations The William S Smith Charitable Trust funded were first-time grantees, receiving 4% of its grant dollars.

New vs renewed · share of each year

In FY2023, 96% of grant dollars renewed an existing relationship; $350k went to new ones.

50%100%’22’23
RenewedFirst-time

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

’22’23
Human ServicesEducationFood & NutritionOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving18$7.9M28%
FY202315$9.4M33%
FY202211$3.3M27%
FY202112$12Mn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2024.

Education$12MYouth Development$6.0MHuman Services$5.1MAnimals$3.4MArts & Culture$3.3MPhilanthropy$2.1MFood & Nutrition$735kHousing & Shelter$427kOther$0

Top grantees

Largest recipients by total granted, FY2021 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
The Colorado College$10,000,00014%
Humble Sons Bike Company$5,925,000464%
Tulsa Zoo Management Inc$3,440,00047%
Life Senior Services Inc$2,124,999314%
Riverfield Country Day School$1,200,00034%
Food on the Move Inc$650,00045%
Oklahoma State University Foundation$500,00040%
Tulsa Day Center Inc$252,00013%
Family & Childrens Services Inc$250,00040%
Revitalize T-Town$175,00044%
Show all 20 grantees

What it could do for these grantees

Plus 5 recipients with no EIN on record ($7.2M), not named here.

Where it is load-bearing

The William S Smith Charitable Trust supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 20 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetThe Colorado College: $10,000,000 over 1y, 3.7% of budgetHumble Sons Bike Company: $5,925,000 over 4y, 64% of budgetTulsa Zoo Management Inc: $3,440,000 over 4y, 6.5% of budgetLife Senior Services Inc: $2,124,999 over 3y, 14% of budgetRiverfield Country Day School: $1,200,000 over 3y, 3.6% of budgetFood on the Move Inc: $650,000 over 4y, 5.0% of budgetOklahoma State University Foundation: $500,000 over 4y, 0.1% of budgetTulsa Day Center Inc: $252,000 over 1y, 3.3% of budgetFamily & Childrens Services Inc: $250,000 over 4y, 0.1% of budgetRevitalize T-Town: $175,000 over 4y, 3.9% of budgetPathways Adult Learning Center Inc: $166,667 over 1y, 2.1% of budgetWillow Springs Boys Ranch Inc: $160,000 over 2y, 24% of budgetTulsa Area United Way: $125,000 over 1y, 0.5% of budgetCommunity Food Bank of Eastern Oklahoma Inc: $50,000 over 1y, 0.1% of budgetOklahoma Access to Justice Foundation: $50,000 over 1y, 13% of budgetAssistance League of Tulsa Inc: $30,000 over 1y, 2.3% of budgetMeals on Wheels of Norman Inc: $25,000 over 1y, 2.7% of budgetFolds of Honor Foundation: $15,000 over 1y, 0.0% of budgetKendall-Whittier Inc: $10,000 over 1y, 8.8% of budgetTulsa Ballet Theatre Inc: $3,000 over 1y, 0.1% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 20.

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 Anne and Henry Zarrow FoundationOK28.2× affinity11 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Anne and Henry Zarrow Foundation · Flint Family Foundation · Ralph and Frances McGill Foundation the Trust Company of Oklahoma · Tulsa Community Foundation · Grace & Franklin Bernsen Foundation · The Sharna and Irvin Frank Foundation · The Hardesty Family Foundation Inc · One Gas Foundation Inc · George Kaiser Family Foundation · Sanford P & Irene F Burnstein Foundation Irene F Burnstein Co-Trustee · The Charles & Peggy Stephenson Family Foundation · Coretz Family 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.

Compare The William S Smith Charitable Trust with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to The William S Smith Charitable Trust?

Find your warmest path to The William S Smith Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About The William S Smith Charitable Trust

How much does The William S Smith Charitable Trust give?
The William S Smith Charitable Trust reported 18 grants totaling $7,877,000 in its FY2024 IRS filing. It funded between 11 and 15 organizations a year over FY2021 to FY2023.
What does The William S Smith Charitable Trust fund?
By grant dollars over FY2021 to FY2024, its largest causes are Education (35%), Youth Development (18%), Human Services (15%).
Who are The William S Smith Charitable Trust's largest grantees?
By total granted over FY2021 to FY2024: The Colorado College ($10M), Humble Sons Bike Company ($5.9M), Tulsa Zoo Management Inc ($3.4M).
Does The William S Smith Charitable Trust fund new organizations?
In FY2023, 33% of the organizations it funded were first-time grantees.
Does The William S Smith Charitable Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The William S Smith Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include The Anne and Henry Zarrow Foundation, Flint Family Foundation, Ralph and Frances McGill Foundation the Trust Company of Oklahoma.
Where is The William S Smith Charitable Trust based?
The William S Smith Charitable Trust is based in OK.

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 26 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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