Freda B & William H Smith Trust, IA — $1.7M FY2023 Assets | BuildTrust

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FREDA B & WILLIAM H SMITH TRUST

Grantmaking FoundationsCONRAD, IA

Programs & Activities

N/A

Awaiting Data

—

Program-Related Investment

1 activity from latest 990

Officers & Directors

TrusteeMIDWESTONE BANK

TRUSTEE

$2K · 1 hr/wk

Financials

$1.7M

▲+13.71%vs prior period

Area chart: 2018 $1.2M, 2019 $1.2M, 2021 $1.2M, 2022 $1.5M, 2023 $1.7M
Category	Value
2018	$1.2M
2019	$1.2M
2021	$1.2M
2022	$1.5M
2023	$1.7M

Nonprofit Information

EIN: 42-6478959
Tax-Exempt Status: 501C3
Form Type: 990PF
Latest Filing: FY 2023
Filings on Record: 5

Key Statistics

Total Assets$1.7M▲13.7%

Total Revenue$27K▼40.6%

Net Assets$298K▼20.3%

Program Expenses$78K▲164.9%

Top Grant Recipients (17)

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RecipientAmount

BERGMAN CAMERON

Individual · CONRAD, IA · SCHOLARSHIP FOR POST HIGH SCHOOL EDUCATION

$5K

BISHOP KELLEN

Individual · CONRAD, IA · SCHOLARSHIP FOR POST HIGH SCHOOL EDUCATION

$5K

CROSS MCKENNA

Individual · CONRAD, IA · SCHOLARSHIP FOR POST HIGH SCHOOL EDUCATION

$5K

GEELHART JACOB

Individual · CONRAD, IA · SCHOLARSHIP FOR POST HIGH SCHOOL EDUCATION

$5K

GRAFKE NOELLA

Individual · CONRAD, IA · SCHOLARSHIP FOR POST HIGH SCHOOL EDUCATION

$5K

KEMP CARTER

Individual · CONRAD, IA · SCHOLARSHIP FOR POST HIGH SCHOOL EDUCATION

$5K

PLEPER LEAH

Individual · CONRAD, IA · SCHOLARSHIP FOR POST HIGH SCHOOL EDUCATION

$5K

STOVER LINCOLN

Individual · CONRAD, IA · SCHOLARSHIP FOR POST HIGH SCHOOL EDUCATION

$5K

THOMAS KAYLEE

Individual · CONRAD, IA · SCHOLARSHIP FOR POST HIGH SCHOOL EDUCATION

$5K

BACKOFF BROOKLYN

Individual · CONRAD, IA · SCHOLARSHIP FOR POST HIGH SCHOOL EDUCATION

$4K

HUNT MATTHEW

Individual · CONRAD, IA · SCHOLARSHIP FOR POST HIGH SCHOOL EDUCATION

$4K

MCLELAND CAYDEN

Individual · CONRAD, IA · SCHOLARSHIP FOR POST HIGH SCHOOL EDUCATION

$4K

PETTY DANE

Individual · CONRAD, IA · SCHOLARSHIP FOR POST HIGH SCHOOL EDUCATION

$4K

VALDE KEELY

Individual · CONRAD, IA · SCHOLARSHIP FOR POST HIGH SCHOOL EDUCATION

$4K

WOOSLEY SUMMER

Individual · CONRAD, IA · SCHOLARSHIP FOR POST HIGH SCHOOL EDUCATION

$4K

Showing 15 of 17

Recent Filings (5)

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FilingValue

FY 2023

Form 990-PF · Period ending 2023-12-31

$27K

Revenue

FY 2022

Form 990-PF · Period ending 2022-12-31

$45K

Revenue

FY 2021

Form 990-PF · Period ending 2021-12-31

$35K

Revenue

FY 2019

Form 990-PF · Period ending 2019-12-31

$36K

Revenue

FY 2018

Form 990-PF · Period ending 2018-12-31

$36K

Revenue

Showing 5 of 5

Community Partners

66 organizations

Municipal Government·BEAMAN

Municipal Government·CONRAD

Municipal Government·DIKE

CITY OF GRUNDY CENTER

Municipal Government·GRUNDY CENTER

CITY OF HOLLAND

Municipal Government·HOLLAND

CITY OF MORRISON

Municipal Government·MORRISON

CITY OF REINBECK

Municipal Government·REINBECK

Municipal Government·STOUT

CITY OF WELLSBURG

Municipal Government·WELLSBURG

COUNTY OF GRUNDY

Municipal Government·GRUNDY CENTER

DIKE BENEFITED FIRE DISTRICT

Special District·CEDAR FALLS

GRUNDY COUNTY E911 SERVICE BOARD

Special District·GRUNDY CENTER