W. W. SMITH CHARITABLE TRUST

Financial Information

Total Assets: $130,501,324

Total Giving: $6,836,323

Area of Service:

New Jersey
Pennsylvania

Areas of Interest:

Not Available

Programs

None

Grants

The following grants were reported in 2008:
$500,000 to Coriell Institute for Medical Research, Camden, NJ. For Genetic Risk Factors for Heart Disease in African-Americans, payable over 1 year.
$216,000 to Fox Chase Cancer Center, Philadelphia, PA. For Molecular Mechanisms Linking Pak5 and Tumorigenesis, payable over 1 year.
$173,000 to Temple University, Philadelphia, PA. For Scholar Award, payable over 1 year.
$125,000 to Thomas Jefferson University, Philadelphia, PA. For Cellular Anti-Cancer Barrier and AIDS-Associated Cancer, payable over 1 year.
$124,000 to Drexel University, Philadelphia, PA. For Scholar Award, payable over 1 year.
$50,000 to Aid for Friends, Philadelphia, PA. For food and proper packaging for home delivered meals for needy disabled and elderly homebound, payable over 1 year.
$50,000 to Haverford College, Haverford, PA. For Scholar Award, payable over 1 year.
$50,000 to Presbyterian Childrens Village, Rosemont, PA. To upgrade security system, meet code for fire alarm replacement/upgrade, replace two compressors for refrigeration units for residents dining hall, and repair residential areas, payable over 1 year.
$20,000 to Jewish Federation of Greater Philadelphia, Philadelphia, PA. For food through Mitzvah Food Project to more than 2,000 households each month, including vulnerable children and seniors, payable over 1 year.
$17,000 to Circle of Care, Philadelphia, PA. For basic needs assistance to HIV affected families through The Fund for Families, emergency and basic needs fund which is accessible to clients through case manager, payable over 1 year.

Limitations

Giving limited to Bucks, Chester, Delaware, Montgomery, and Philadelphia counties, PA, as well as Camden, NJ.
No support for day care centers, or for educational institutions (other than invited colleges)
No grants to individuals, or for deficit financing, capital campaigns, existing endowment funds, or retroactive funding for non-emergencies; no funding of events such as dinners, golf tournaments, or program ads.

Summary

Support for college financial aid programs for qualified needy students at accredited universities and colleges in the Philadelphia, PA area; and for basic medical research programs dealing with cancer, AIDS, and heart disease; and for programs providing food and clothing for children and the elderly.

Additional

Type of Grantmaker: Independent foundation
Trust established in 1977 in PA.

Quick Facts Sheet
URL:

http://www.wwsmithcharitabletrust.org/

Located in:

West Conshohocken,

New Jersey
Pennsylvania

United States

Contact Information / Process

Phone: (610) 397-1844

Email: [email protected]

Address:
200 Four Falls Corporate Ctr., Ste. 300
West Conshohocken, PA 19428-2958

Procedure:
College financial aid programs by invitation only; applications for basic medical research grants must be submitted by the researcher’s institution in quadruplicate; applications for other grants available on the trust’s web site; Delaware Valley Grantmakers Common Grant Application and Common Report Form accepted. Applicants should submit the following:
1. Timetable for implementation and evaluation of project
2. Copy of most recent annual report/audited financial statement/990
3. How project’s results will be evaluated or measured
4. Listing of board of directors, trustees, officers and other key people and their affiliations
5. Copy of current year’s organizational budget and/or project budget
6. Listing of additional sources and amount of support
Initial approach: Letter or phone call of inquiry prior to preparing a full proposal
Copies of proposal: 1
Board meeting date(s): Food, Clothing and Shelter, Mar. and Sept.; Scholarships, May; Cancer and AIDS Research, Sept.; Heart Research, Dec.
Deadline(s): Food, clothing, and Shelter, Dec. 15 and June 15; Scholarships, Apr. 1 by invitation only; Cancer and AIDS Research, June 15; and Heart Research, Sept. 15
Final notification: Usually 1 month after board meeting
Additional information: Application guidelines for specific program areas should be requested. Please refer to the trust’s Proposal Summary and Guidelines for additional information.

Donors & Leadership

Donors:
William Wikoff Smith

Trustees:
Mary L. Smith
Wachovia Bank, N.A.

EIN:

236648841

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