Roger B Smith Family Charitable Tr
- Assets
- $1.7m
- Revenue
- $408.7k
- Investments
- $1.7m
- Employees
- 0
- Location
- Wellington, FL
- Founding
- 08/1997
- Data as of
- 12/2023
- EIN
- 58-6331843
Organization Overview
Roger B Smith Family Charitable Tr is located in Wellington, FL. The organization was established in 1997. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Roger B Smith Family Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Roger B Smith Family Charitable Tr generated $408.7k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 28.0% each year . All expenses for the organization totaled $58.6k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Roger B Smith Family Charitable Tr has awarded 52 individual grants totaling $463,600. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $52,606 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $356,071 |
| Capital Gain Net Income | $356,071 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $408,677 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $128 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $8,381 |
| Total operating and administrative expenses | $13,549 |
| Contributions, gifts, grants paid | $45,100 |
| Total expenses and disbursements | $58,649 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $96 |
| Savings and temporary cash investments | $11,205 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $293,020 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,742,286 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Roger B Smith Family Charitable Tr has awarded $45,100 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
3GEN MINISTRIES PURPOSE: UNRESTRICTED | $25,000 |
ISOTHERMAL COMMUNITY COLLEGE PURPOSE: UNRESTRICTED | $1,000 |
FOOTHILLS HUMANE SOCIETY PURPOSE: UNRESTRICTED | $5,000 |
SPARTANBURG COUNTY FOUNDATION PURPOSE: UNRESTRICTED | $5,000 |
ST DAVID EPISCOPAL CHURCH PURPOSE: UNRESTRICTED | $8,000 |
TOWN OF PALM BEACH UNITED WAY INC PURPOSE: UNRESTRICTED | $1,100 |