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· Private foundation

W E Smith Family Charitable Trust Fund

Its FY2025 filing reports that it accepted unsolicited grant applications.

$100k
Granted FY2025still arriving
30
Grants FY2025still arriving
1
States reached
$12k
Largest
01What it funds
0193% 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
02FY2025 · 30 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k28 grants · $78k
  • $10k–50k2 grants · $22k
$2,500
Median grant
1
States reached
$2.1M
Total assets
Largest grants
RecipientAmount
SMITH LIBRARY OF REGIONAL$12,000
PYRAMID HILL SCUPTURE PARK$10,000
MIDDLETOWN HISTORICAL$7,940
OXFORD MUSEUM ASSOCIATION$7,040
Individual grant recipient$5,124
THE GREAT MIAMI VALLEY YMCA$5,000
ATRIUM MEDICAL CENTER FDN$5,000
TALAWANDA MIDDLE SCHOOL$5,000
MILFORD TOWNSHIP$4,300
Harriet Beecher Stowe House$3,850
FRIENDS OF WHITE WATER$3,598
WYOMING HISTORICAL SOCIETY$3,000
WEST CHESTER UNION TOWNSHIP$2,773
DELHI HISTORICAL SOCIETY$2,500
MONROE HISTORICAL SOCIETY$2,500
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 (FY17–25, $6k) land where the poverty rate runs at 12%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%Oxford Senior Citizen: $1k → 12%THE GREAT MIAMI VALLEY YMCA: $5k → 12%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.

84%of every dollar goes to organizations it has funded before.
$703k · 44 repeat orgs$135k to everyone else

Grantees it renews have grown median revenue +129% since the first grant, against +22% for those funded once.

44 repeat relationships: 22 still active in FY2025, 22 since wound down; 8 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

44
41

Total granted

$703k
$117k

Median revenue growth · since first grant

+129%
+22%

Still filing today

27%
29%

New vs renewed · share of each year

In FY2025, 81% of grant dollars renewed an existing relationship; $19k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
Arts & CultureCommunity ImprovementHuman ServicesEducationEnvironmentHealthOther
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

  • MH
    MIDDLETOWN HISTORICAL SOCIETY
    9× · 2017–2025 · $72k · revenue +249% · 95% of their budget
  • OM
    OXFORD MUSEUM ASSOCIATION
    5× · 2021–2025 · $42k · revenue +30%
  • AM
    ATRIUM MEDICAL CENTER FOUNDATION
    9× · 2017–2025 · $40k · revenue +34%

Funded once

  • WM
    William McGuffy Museum
    one grant, 2019 · $12k
  • NL
    NEW LONDON CEMETERY ASSOCIATION
    one grant, 2023 · $9k · revenue +2%
  • IG
    Individual grant recipient
    one grant, 2019 · $6k
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
Canfield Heritage Foundation

Museum

Arts & Culture
2
Middleburg Heights Historical Society

Non profit historical society

Arts & Culture
3
Ashland County Historical Society

To preserve the history of ashland county, ohio, and to provide educational opportunities to read about and experience said history and heritage.

Arts & Culture
4
Wayne County Historical Society of Ohio

The wayne county historical society is dedicated to collecting, preserving, and interpreting the history of wayne county.

—
5
Smithville Community Historical Society Inc

To collect and preserve any and all historic materials books artifacts machinery etc.

Arts & Culture
6
Granville Ohio Historical Society

The Granville Historical Society acquires, preserves, and shares Granvilles past with residents and visitors to inspire curiosity about, instill knowledge of, and foster a commitment to our history.

—
7
Pioneer & Historical Society of Muskingum County Ohio

The pioneer and historical society of muskingum county believes that an understanding and appreciation of our historic heritage is essential to maintaining a unique and meaningful identity as a community. the mission of the society is to…

Arts & Culture
8
John Paulding Historical Society Inc

Preserve historical items in paulding county, ohio

—
9
Columbus Jewish Historical Society

To facilitate the collection, preservation and education of the jewish history of central ohio.

Arts & Culture
10
The Harmon Museum

To preserve and present the history of warren county and southwest ohio.

Arts & Culture
11
The Columbus Historical Society

Preserve the multi-cultural history of columbus and share that history with the community through a variety of educational programming

Arts & Culture
12
Washington County Historical Society

Promote an understanding of the history of washington county, ohio by collecting, preserving, and making available to the public, that history, and its relationship to the region beyond washington county.

—
How this is measured
The grantee most central to the portfolio’s shape is Preble County Historical Society Inc; the most unlike its peers is Anderson Twp Historical Society Inc. 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

31 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. 31 of the 94 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.

2
Load-bearing (≥25% of a budget)
13
Early backer (in before they grew)
30/31
Grantees still filing
25/31
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $98,476 · OtherIndividual grant recipientMIDDLETOWN HISTORICAL SOCIETY: $71,801 · OtherMIDDLETOWN HISTORICAL SOCIETYSMITH LIBRARY OF REGIONAL: $53,500 · OtherSMITH LIBRARY OF REGIONALOXFORD MUSEUM ASSOCIATION: $42,470 · OtherOXFORD MUSEUM ASSOCIATIONFRIENDS OF CHRISHOLM: $31,864 · OtherTALAWANDA MIDDLE SCHOOL: $31,150 · OtherFRIENDS OF WHITE WATER: $25,946 · Other+64 more: $287,451 · Other+64 morePYRAMID HILL SCULPTURE PARK &MUSEUM: $31,400 · Arts & CulturePYRAMID HILL SCULP…OVER-THE-RHINE MUSEUM: $27,000 · Arts & CultureOVER-THE-RHINE MUS…The National Voice of America Museum of Broadcasting: $19,000 · Arts & CultureThe National Voice…The Center for Holocaust and Humanity Education: $16,455 · Arts & CultureThe Center for Hol…PREBLE COUNTY HISTORICAL SOCIETY INC: $12,500 · Arts & CulturePREBLE COUNTY HIST…Historic Southwest Ohio Inc: $6,850 · Arts & CultureDELHI HISTORICAL SOCIETY: $5,750 · Arts & CulturePREBLE COUNTY ART ASSOCIATION: $5,000 · Arts & Culture+7 more: $16,149 · Arts & Culture+7 moreATRIUM MEDICAL CENTER FOUNDATION: $40,176 · HealthHAMILTON COMMUNITY FOUNDATION: $10,075 · PhilanthropyGREAT MIAMI VALLEY YMCA: $5,000 · Human ServicesOXFORD SENIOR CITIZENS INC: $1,000 · Human ServicesFRIENDS OF METRO PARKS: $3,800 · Community ImprovementOXFORD VISITORS AND CONVENTION BUREAU: $1,960 · Community ImprovementGREATER LOVELAND HISTORICAL SOCIETY INC: $1,955 · EducationMiami University Foundation: $1,495 · Education
Other$642,658Arts & Culture$140,104Health$40,176Philanthropy$10,075Human Services$6,000Community Improvement$5,760Education$3,450

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetHAMILTON COMMUNITY FOUNDATION: $10,075 over 3y, 0.1% 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
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 MIDDLETOWN HISTORICAL SOCIETY ↗
  • Who funds OXFORD MUSEUM ASSOCIATION ↗
  • Who funds ATRIUM MEDICAL CENTER FOUNDATION ↗
  • Who funds PYRAMID HILL SCULPTURE PARK &MUSEUM ↗
  • Who funds OVER-THE-RHINE MUSEUM ↗
  • Who funds The National Voice of America Museum of Broadcasting ↗
  • Who funds The Center for Holocaust and Humanity Education ↗
  • Who funds PREBLE COUNTY HISTORICAL SOCIETY INC ↗
  • Who funds HAMILTON COMMUNITY FOUNDATION ↗
  • Who funds NEW LONDON CEMETERY ASSOCIATION ↗
  • Who funds Historic Southwest Ohio Inc ↗
  • Who funds DELHI HISTORICAL SOCIETY ↗
  • Who funds ANDERSON TWP HISTORICAL SOCIETY INC ↗
  • Who funds GREAT MIAMI VALLEY YMCA ↗
  • Who funds PREBLE COUNTY ART ASSOCIATION ↗

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.

How much its grantees rely on government

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

2024
’20’21’22’23’24’25
no gov · 00%6%25%56%100%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    10report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–75%
    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 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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