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Ohio · Private foundation

W E Smith Family Charitable Trust Fund

Its FY2025 filing reports that it accepted unsolicited grant applications.

$100k
Granted FY2025(still arriving)
30
Grants FY2025
21
Organizations funded FY2024
14%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$2,500
Largest grant, FY2025
$12,000
Organizations funded a year
21 to 28
FY2018 to FY2024
States reached, FY2025
1
Total assets, FY2025
$2.1M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 14% of the organizations W E Smith Family Charitable Trust Fund funded were first-time grantees, receiving 4% of its grant dollars.

New vs renewed · share of each year

In FY2024, 96% of grant dollars renewed an existing relationship; $4k went to new ones.

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

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

’18’19’20’21’22’23’24
Arts & CultureEducationYouth DevelopmentEnvironmentOther
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
FY2025still arriving30$100k27%
FY202421$90k14%
FY202325$97k28%
FY202223$108k26%
FY202127$104k30%
FY202024$100k25%
FY201928$74k64%
FY201823$87k39%
93% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Arts & Culture$448kEducation$114kHealth$43kCommunity Improvement$19kPublic Benefit$17kMembership Benefit$14kRecreation & Sports$13kEnvironment$12kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Middletown Historical Society$71,801995%
Oxford Museum Association$42,470520%
Atrium Medical Center Foundation$40,17690%
Friends of Chrisholm$31,8649n/a
Pyramid Hill Sculpture Park &Museum$31,40041%
Over-The-Rhine Museum$27,00075%
The National Voice of America Museum of Broadcasting$19,00043%
The Center for Holocaust and Humanity Education$16,45520%
Monroe Historical Society$13,7206n/a
Preble County Historical Society Inc$12,50053%
Show all 52 grantees
All grantees of W E Smith Family Charitable Trust Fund by total granted
GranteeTotal grantedYearsShare of their budget
Middletown Historical Society$71,801995%
Oxford Museum Association$42,470520%
Atrium Medical Center Foundation$40,17690%
Friends of Chrisholm$31,8649n/a
Pyramid Hill Sculpture Park &Museum$31,40041%
Over-The-Rhine Museum$27,00075%
The National Voice of America Museum of Broadcasting$19,00043%
The Center for Holocaust and Humanity Education$16,45520%
Monroe Historical Society$13,7206n/a
Preble County Historical Society Inc$12,50053%
Historic Hamilton Incorporated$10,3005n/a
New London Cemetery Association$9,337112%
Reily Township Historical Society$8,4774n/a
Miami University$7,1023n/a
Historic Southwest Ohio Inc$6,85051%
Lewisburg Historical Society Inc$6,0001n/a
Delhi Historical Society$5,7503n/a
Ross Township Historical Society$5,6632n/a
Anderson Twp Historical Society Inc$5,3002n/a
Delta Sigma Phi Fraternity Inc$5,0001n/a
Great Miami Valley YMCA$5,00010%
Preble County Art Association$5,00010%
Wyoming Historical Society$4,5512n/a
Ohio History Connection$4,40020%
Franklin Area Historical Society$4,1393n/a
Friends of Metro Parks$3,8001n/a
King Studios$3,6122n/a
The Salty Dog Museum$3,149232%
Pilgrim Baptist Church$3,0001n/a
Friends of Harriet Beecher Stowe House$2,65014%
Cincinnati Preservation Association$2,50010%
Mariemont Preservation Foundation$2,5001n/a
Eldorado Activities Committee$2,1501n/a
Oxford Visitors and Convention Bureau$1,96010%
Greater Loveland Historical Society Inc$1,95517%
Midpointe Library System$1,7002n/a
Sorg Opera Revitalization Group LLC$1,6501n/a
Liberty Township Historical Society$1,5501n/a
Mt Healthy Historical Society$1,5002n/a
Greenhills Historical Society$1,5001n/a
Miami University Foundation$1,49510%
Butler County Board of Elections$1,4001n/a
Norwood Historical Society$1,0461n/a
Oxford Senior Citizens Inc$1,00010%
Gorman Heritage Farm Foundation$1,0001n/a
Girl Scouts of Western Ohio$1,00010%
Falcon Productions Inc$1,0001n/a
Veterans Memorial Museum Foundation$8001n/a
The Hamilton Parks Conservancy$50010%
Cincinnati Northern Model Railroad Club Inc$4321n/a
Gods House of Praise and Worship$4101n/a
Trenton Historical Society$4012n/a

What it could do for these grantees

Plus 41 recipients with no EIN on record ($393k), not named here.

Where it is load-bearing

W E Smith Family Charitable Trust Fund supplied at least a quarter of the budget for 2 of its grantees at some point. The chart plots its 22 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10Mgrantee revenue →↑ funder's share of their budgetMiddletown Historical Society: $71,801 over 9y, 95% of budgetOxford Museum Association: $42,470 over 5y, 20% of budgetAtrium Medical Center Foundation: $40,176 over 9y, 0.3% of budgetPyramid Hill Sculpture Park &Museum: $31,400 over 4y, 0.8% of budgetOver-The-Rhine Museum: $27,000 over 7y, 5.4% of budgetThe National Voice of America Museum of Broadcasting: $19,000 over 4y, 3.4% of budgetThe Center for Holocaust and Humanity Education: $16,455 over 2y, 0.5% of budgetPreble County Historical Society Inc: $12,500 over 5y, 2.5% of budgetNew London Cemetery Association: $9,337 over 1y, 12% of budgetHistoric Southwest Ohio Inc: $6,850 over 5y, 0.7% of budgetGreat Miami Valley YMCA: $5,000 over 1y, 0.0% of budgetPreble County Art Association: $5,000 over 1y, 0.4% of budgetOhio History Connection: $4,400 over 2y, 0.0% of budgetThe Salty Dog Museum: $3,149 over 2y, 32% of budgetFriends of Harriet Beecher Stowe House: $2,650 over 1y, 3.7% of budgetCincinnati Preservation Association: $2,500 over 1y, 0.5% of budgetOxford Visitors and Convention Bureau: $1,960 over 1y, 0.5% of budgetGreater Loveland Historical Society Inc: $1,955 over 1y, 6.6% of budgetMiami University Foundation: $1,495 over 1y, 0.0% of budgetOxford Senior Citizens Inc: $1,000 over 1y, 0.2% of budgetGirl Scouts of Western Ohio: $1,000 over 1y, 0.0% of budgetThe Hamilton Parks Conservancy: $500 over 1y, 0.0% 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 22.

Nonprofits that may fit its grantmaking

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.

Ohio Humanities CouncilOH25.9× affinity10 shared granteesties to 9 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Ohio Humanities Council · Louise Taft Semple Foundation · Carol Ann and Ralph V Haile Jr Foundation · The Greater Cincinnati Foundation · Middletown Community Foundation · The Northern Cincinnai Foundation · Hamilton Community Foundation · Ohio History Connection · Ge Aerospace Foundation · Robert Gould Foundation Inc · Robert a & Marian K Kennedy Charitable Trust · First Financial 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 W E Smith Family Charitable Trust Fund with peer funders

About W E Smith Family Charitable Trust Fund

How much does W E Smith Family Charitable Trust Fund give?
W E Smith Family Charitable Trust Fund reported 30 grants totaling $99,943 in its FY2025 IRS filing. It funded between 21 and 28 organizations a year over FY2018 to FY2024.
What does W E Smith Family Charitable Trust Fund fund?
By grant dollars over FY2017 to FY2025, its largest causes are Arts & Culture (53%), Education (13%), Health (5%).
Who are W E Smith Family Charitable Trust Fund's largest grantees?
By total granted over FY2017 to FY2025: Middletown Historical Society ($72k), Oxford Museum Association ($42k), Atrium Medical Center Foundation ($40k).
Does W E Smith Family Charitable Trust Fund fund new organizations?
In FY2024, 14% of the organizations it funded were first-time grantees.
Does W E Smith Family Charitable Trust Fund accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as W E Smith Family Charitable Trust Fund?
Its strongest co-funders, measured against what their size predicts, include Ohio Humanities Council, Louise Taft Semple Foundation, Carol Ann and Ralph V Haile Jr Foundation.
Where is W E Smith Family Charitable Trust Fund based?
W E Smith Family Charitable Trust Fund is based in OH.

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 94 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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