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The William S Smith Charitable Trust at a glance

· 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 FY2024still arriving
18
Grants FY2024still arriving
1
States reached
$2.6M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% 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
02FY2024 · 18 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • $10k–50k1 grant · $10k
  • $50k–250k9 grants · $942k
  • $250k+8 grants · $6.9M
$225,000
Median grant
1
States reached
$77M
Total assets
Largest grants
RecipientAmount
HUMBLE SONS BIKE COMPANY$2,625,000
GILCREASE MUSEUM$1,125,000
UNITED WAY$925,000
TULSA ZOO MANAGEMENT INC$640,000
YMCA$500,000
LIFE SENIOR SERVICES$458,333
RIVERFIELD COUNTRY DAY SCHOOL$400,000
TULSA DAY CENTER$252,000
FOOD ON THE MOVE$225,000
PATHWAYS ADULT LEARNING CENTER$166,667
WILLOW SPRINGS BOYS RANCH$150,000
OSU FOUNDATION$125,000
FAMILY & CHILDREN'S SERVICES$75,000
REVITALIZE T-TOWN$50,000
GENESYS WORKS TULSA$50,000
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 (FY21–24, $2.7M) land where the poverty rate runs at 15%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%WILLOW SPRINGS BOYS RANCH: $150k → 15%WILLOW SPRINGS BOYS RANCH: $10k → 15%PATHWAYS ADULT LEARNING CENTER: $167k → 15%LIFE SENIOR SERVICES: $1.3M → 15%LIFE SENIOR SERVICES: $458k → 15%LIFE SENIOR SERVICES: $333k → 15%FAMILY & CHILDREN'S SERVICES: $75k → 15%FAMILY & CHILDREN'S SERVICES: $75k → 15%FAMILY & CHILDREN'S SERVICES: $50k → 15%FAMILY & CHILDREN'S SERVICES: $50k → 15%ASSISTANCE LEAGUE OF TULSA INC: $30k → 15%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.
03Its grantees
repeat funding

Who it funds again

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

67%of every dollar goes to organizations it has funded before.
$22M · 13 repeat orgs$11M to everyone else

Grantees it renews have grown median revenue +43% since the first grant, against +19% for those funded once.

13 repeat relationships: 13 still active in FY2024, 0 since wound down; 5 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

13
7

Total granted

$22M
$10M

Median revenue growth · since first grant

+43%
+19%

Still filing today

69%
86%

New vs renewed · share of each year

In FY2024, 93% of grant dollars renewed an existing relationship; $529k went to new ones.

50%100%’21’22’23’24
RenewedFirst-time

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

’21’22’23’24
Human ServicesEducationFood & NutritionHousing & ShelterYouth DevelopmentAnimalsOther
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

  • HS
    HUMBLE SONS BIKE COMPANY
    4× · 2021–2024 · $5.9M · revenue +591% · 64% of their budget
  • TZ
    TULSA ZOO MANAGEMENT INC
    4× · 2021–2024 · $3.4M · revenue +53%
  • Food on the Move Inc
    4× · 2021–2024 · $650k · revenue +2%

Funded once

  • TC
    THE COLORADO COLLEGE
    one grant, 2021 · $10M · revenue +12%
  • TULSA AREA UNITED WAY
    one grant, 2021 · $125k · revenue +10%
  • SS
    SAINT SIMEON'S FOUNDATION
    one grant, 2021 · $50k
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
Tulsa Regional Chamber (Fka Metropolitan Tulsa Chamber of Commerce)

The tulsa regional chamber transforms the tulsa region by attracting and retaining employers, talent and tourism for long-term prosperity.

—
2
Goodwill Industries of Tulsa Inc

Goodwill empowers people to reach their full potential through work opportunities, training, and support services.

Employment
3
Transitional Living Centers of Oklahoma Inc

Assist in preparing homeless and near homeless women in the skills to care for their children and enable them to move toward self-sufficiency.

Housing & Shelter
4
United Way of Central Oklahoma Inc

United way of central oklahoma is committed to connecting people and resources to improve the well being of those in our community.

Philanthropy
5
Oklahoma State Chamber of Commerce and Industry Inc

The State Chamber is a statewide membership organization. Our purpose is to be the unified voice of business and the most effective advocacy organization at the State Capitol.

—
6
Regional Food Bank of Oklahoma Inc

The mission of the regional food bank of oklahoma is to lead a network that provides nutritious food and pathways to self-sufficiency for people facing hunger. our vision is an oklahoma where no one goes hungry.

Food & Nutrition
7
Oklahoma Hall of Fame

The oklahoma hall of fame preserves oklahomas unique history while promoting pride in our great state through each of its programs and the gaylord-pickens museum. the association honors our states rich tradition by telling oklahomas story…

Arts & Culture
8
Ronald McDonald House Charities of Tulsa

Ronald McDonald House Charities of Tulsa provides essential services that remove barriers, strengthen families, and promote healing when children need healthcare.

—
9
Oklahoma City Beautiful Inc

OKC Beautiful's mission is to lead beautification and environmental stewardship through collaboration, education and advocacy. We have been doing this for over 50 years through volunteers and contributing donors. This directly impacts the…

Environment
10
Iron Gate Inc

Iron gate's mission is simple. we feed the hungry and homeless of tulsa, every day. we feed people in three ways, through our community meal, grocery pantry, and kids pantry.

Religion
11
Oklahoma Council of Public Affairs Inc

To promote the flourishing of the people of oklahoma by advancing principles and policies that support free enterprise, limited government, personal responsibility, and individual initiative.

Public Safety & Disaster
12
Leadership Oklahoma Inc

Leadership oklahoma was organized to create, inspire, and support a dynamic network of leaders whose increased awareness and commitement to service will energize oklahomans to shape oklahoma's future.

Public Benefit
How this is measured
The grantee most central to the portfolio’s shape is Oklahoma State University Foundation; the most unlike its peers is Riverfield Country Day School. 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

21 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. 21 of the 26 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)
4
Early backer (in before they grew)
21/21
Grantees still filing
14/21
Grew since first funded

Where the money sits, by cause and then by grantee

THE COLORADO COLLEGE: $10,000,000 · EducationTHE COLORADO COLLEGERiverfield Country Day School: $1,200,000 · EducationRiverfield Country Day SchoolOklahoma State University Foundation: $500,000 · Education+1 more: $15,000 · EducationGILCREASE MUSEUM: $3,250,000 · OtherGILCREASE MUSEUMYMCA: $2,600,000 · OtherYMCAUNITED WAY: $1,175,000 · OtherUNITED WAY+7 more: $755,000 · Other+7 moreHUMBLE SONS BIKE COMPANY: $5,925,000 · Youth DevelopmentHUMBLE SONS BIKE COM…TULSA ZOO MANAGEMENT INC: $3,440,000 · AnimalsTULSA ZOO M…LIFE SENIOR SERVICES INC: $2,124,999 · Human ServicesLIFE SENI…Family & Childrens Services Inc: $250,000 · Human ServicesFamily & …Pathways Adult Learning Center Inc: $166,667 · Human ServicesPathways …WILLOW SPRINGS BOYS RANCH INC: $160,000 · Human ServicesWILLOW SP…+2 more: $40,000 · Human ServicesTULSA COMMUNITY FOUNDATION: $825,000 · PhilanthropyFood on the Move Inc: $650,000 · Food & NutritionCOMMUNITY FOOD BANK OF EASTERN OKLAHOMA INC: $50,000 · Food & NutritionMeals on Wheels of Norman Inc: $25,000 · Food & Nutrition
Education$11,715,000Other$7,780,000Youth Development$5,925,000Animals$3,440,000Human Services$2,741,666Philanthropy$825,000Food & Nutrition$725,000

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 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 budgetTULSA COMMUNITY FOUNDATION: $825,000 over 3y, 0.1% 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
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 Anne and Henry Za…Flint Family Foundati…Ralph and Frances McG…Tulsa Community Found…Grace & Franklin Bern…The Sharna and Irvin …The Hardesty Family F…One Gas Foundation IncGeorge Kaiser Family …Sanford P & Irene F B…The Charles & Peggy S…Coretz Family Foundat…
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.

How much its grantees rely on government

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

2024
’20’21’22’23’24’25
no gov · 100%5%19%42%75%funder's share of their income ↑0%8%15%22%30%share of the org’s income from government →median 9%
  • Tulsa Community Foundation: 11% of income from government
  • Tulsa Day Center Inc: 9% of income from government
  • Family & Childrens Services Inc: 1% of income from government
no gov moneyreceives it· size = income
10get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–30%
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.
05Through Plinth

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.

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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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