Roger B Smith Family Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Roger B Smith Family Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 58-6331843

Foundation Overview

Based in Wellington, FL, Roger B Smith Family Charitable Trust has awarded 78 grants totaling $619,200 to organizations in South Carolina, Kentucky and 6 other states across the US. Individual grants range from $500 to $35,000, with a median award of $5,000.

Latest Tax Year
2024
Total Giving (all years)
$619,200
Total Assets
$2,670,662
Median Grant (all grants)
$5,000

Latest Form 990-PF Snapshot

Total Grants
4
Median Grant
$5,000
% No Significant Change
0% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 50%

2 of 4 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Florida

Grants are geographically diversified with 37% in Florida and funding distributed across 8 total locations. This foundation values broad geographic impact and diverse community partnerships. Within Florida, funding concentrates in Wellington (45%), Plantation (14%), Boynton Beach (10%).

Funding Trajectory
-41%

Declining funding trend with 41% decrease over 6 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Roger B Smith Family Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
3gen Ministries $30,000 Greenville, SC, US Unrestricted 2024
Green Creek Hounds Inc $5,000 Rutherfordton, NC, US Unrestricted 2024
Mondays Hope $5,000 Columbus, NC, US Unrestricted 2024
Steps To Hope Inc $2,500 Columbus, NC, US Unrestricted 2024
3gen Ministries $25,000 Greenville, SC, US Unrestricted 2023
Foothills Humane Society $5,000 Columbus, NC, US Unrestricted 2023
Isothermal Community College $1,000 Spindale, NC, US Unrestricted 2023
Spartanburg County Foundation $5,000 Spartanburg, SC, US Unrestricted 2023
St David Episcopal Church $8,000 Wellington, FL, US Unrestricted 2023
Town Of Palm Beach United Way Inc $1,100 Palm Beach, FL, US Unrestricted 2023
3gen Ministries $25,000 Greenville, SC, US Unrestricted 2023
Foothills Humane Society $5,000 Columbus, NC, US Unrestricted 2023
Isothermal Community College $1,000 Spindale, NC, US Unrestricted 2023
Spartanburg County Foundation $5,000 Spartanburg, SC, US Unrestricted 2023
St David Episcopal Church $8,000 Wellington, FL, US Unrestricted 2023
Town Of Palm Beach United Way Inc $1,100 Palm Beach, FL, US Unrestricted 2023
3gen Ministries $20,000 Greenville, SC, US Unrestricted 2022
Brooke Usa $2,500 Lexington, KY, US Unrestricted 2022
Caridad Center $5,000 Boynton Beach, FL, US Unrestricted 2022
Danny & Ron's Rescue $10,000 Wellington, FL, US Unrestricted 2022
Foothills Community Chapel $2,500 Columbus, NC, US Unrestricted 2022
Foothills Humane Society $5,000 Columbus, NC, US Unrestricted 2022
Grandma's Place Inc $10,000 Royal Palm Beach, FL, US Unrestricted 2022
Green River Foundation $2,500 Rutherfordton, NC, US Unrestricted 2022
Loving Helping Hands Inc $5,000 Stone Mountain, GA, US Unrestricted 2022
Parkland Cares $1,000 Plantation, FL, US Unrestricted 2022
St David Episcopal Church $10,000 Wellington, FL, US Unrestricted 2022
Steps To Hope Inc $5,000 Columbus, NC, US Unrestricted 2022
Ushja $6,500 Lexington, KY, US Unrestricted 2022
Vinceremos Riding Center Inc $5,000 Loxahatchee, FL, US Unrestricted 2022
3gen Ministries $20,000 Greenville, SC, US Unrestricted 2022
Brooke Usa $2,500 Lexington, KY, US Unrestricted 2022
Caridad Center $5,000 Boynton Beach, FL, US Unrestricted 2022
Danny & Ron's Rescue $10,000 Wellington, FL, US Unrestricted 2022
Foothills Community Chapel $2,500 Columbus, NC, US Unrestricted 2022
Foothills Humane Society $5,000 Columbus, NC, US Unrestricted 2022
Grandma's Place Inc $10,000 Royal Palm Beach, FL, US Unrestricted 2022
Green River Foundation $2,500 Rutherfordton, NC, US Unrestricted 2022
Loving Helping Hands Inc $5,000 Stone Mountain, GA, US Unrestricted 2022
Parkland Cares $1,000 Plantation, FL, US Unrestricted 2022
St David Episcopal Church $10,000 Wellington, FL, US Unrestricted 2022
Steps To Hope Inc $5,000 Columbus, NC, US Unrestricted 2022
Ushja $6,500 Lexington, KY, US Unrestricted 2022
Vinceremos Riding Center Inc $5,000 Loxahatchee, FL, US Unrestricted 2022
3gen Ministries $20,000 Greenville, SC, US Unrestricted 2022
Brooke Usa $2,500 Lexington, KY, US Unrestricted 2022
Caridad Center $5,000 Boynton Beach, FL, US Unrestricted 2022
Danny & Ron's Rescue $10,000 Wellington, FL, US Unrestricted 2022
Foothills Community Chapel $2,500 Columbus, NC, US Unrestricted 2022
Foothills Humane Society $5,000 Columbus, NC, US Unrestricted 2022
Grandma's Place Inc $10,000 Royal Palm Beach, FL, US Unrestricted 2022
Green River Foundation $2,500 Rutherfordton, NC, US Unrestricted 2022
Loving Helping Hands Inc $5,000 Stone Mountain, GA, US Unrestricted 2022
Parkland Cares $1,000 Plantation, FL, US Unrestricted 2022
St David Episcopal Church $10,000 Wellington, FL, US Unrestricted 2022
Steps To Hope Inc $5,000 Columbus, NC, US Unrestricted 2022
Ushja $6,500 Lexington, KY, US Unrestricted 2022
Vinceremos Riding Center Inc $5,000 Loxahatchee, FL, US Unrestricted 2022
3gen Ministries $20,000 Greenville, SC, US Unrestricted 2021
Brooke Usa $2,500 Lexington, KY, US Unrestricted 2021
Danny & Ron's Rescue $35,000 Wellington, FL, US Unrestricted 2021
Foothills Community Chapel $5,000 Columbus, NC, US Unrestricted 2021
Foothills Humane Society $6,000 Columbus, NC, US Unrestricted 2021
Polk County Chamber Foundation Inc $500 Tryon, NC, US Unrestricted 2021
St David Episcopal Church $10,000 Wellington, FL, US Unrestricted 2021
Step By Step Foundation Inc $10,000 Wellington, FL, US Unrestricted 2021
Steps To Hope Inc $2,500 Columbus, NC, US Unrestricted 2021
3gen Ministries $20,000 Greenville, SC, US Unrestricted 2020
Danny & Ron's Rescue $15,000 Wayne, PA, US Unrestricted 2020
Kiwanis Club Of Tryon $1,000 Tryon, NC, US Unrestricted 2020
St David Episcopal Church $10,000 Wellington, FL, US Unrestricted 2020
Ushja $6,500 Lexington, KY, US Unrestricted 2020
Brigham And Women's Hospital $25,000 Boston, MA, US Unrestricted 2018
Brooke Usa $5,000 Lexington, KY, US Unrestricted 2018
Organisation Pour L'education Et Le Developement Communautaire D'haiti $1,000 West Palm Beach, FL, US Unrestricted 2018
Parkland Cares $1,500 Plantation, FL, US Unrestricted 2018
St David Episcopal Church $25,000 Wellington, FL, US Unrestricted 2018
Young Life $15,000 Colorado Springs, CO, US Unrestricted 2018

Foundations Similar to Roger B Smith Family Charitable Trust

Discover 5 foundations with comparable assets ($2,666,028-$2,675,209), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 87-3520791 | 28 grants awarded
$2,670,021
(≈ Similar)
$2,640
median grant
Minneola, FL
Same state
100%
Excellent match

EIN: 65-0870379 | 133 grants awarded
$2,674,211
(≈ Similar)
$10,000
median grant
Palm Beach, FL
Same state
100%
Excellent match

EIN: 30-0759665 | 77 grants awarded
$2,675,132
(≈ Similar)
$2,500
median grant
Stuart, FL
Same state
100%
Excellent match

EIN: 56-6534286 | 168 grants awarded
$2,675,209
(≈ Similar)
$9,082
median grant
Orlando, FL
Same state
100%
Excellent match

EIN: 30-0732312 | 108 grants awarded
$2,666,028
(≈ Similar)
$5,000
median grant
Miami Beach, FL
Same state
100%
Excellent match

Contact Information

Official contact details for Roger B Smith Family Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 58-6331843
Website N/A
Address 3560 AMBASSADOR DR Wellington, FL 33414-6816

Key People (1)

Board members, trustees, and key staff who oversee Roger B Smith Family Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Roger B Smith

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Roger B Smith Family Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.