William S Smith Charitable Tr
Only null% goes to programs Strong reserves Declining revenue
William S Smith Charitable Tr is a 501(c)(3) organization based in Tulsa, Oklahoma, registered in 2003, with $6,405,264 in FY2024 revenue. CharityIndex grades it D.
6120 S Yale Ave Ste 1900, Tulsa, OK, 74136 EIN 45-6144422 Since 2003
Revenue (FY2024)
$6.4M
▲ 2927.1% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$8.6M
Net assets
$77.4M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
D
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for William S Smith Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DFinancial health25% of the rating109 mo reserves · -34% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For William S Smith Charitable Tr: 109 mo reserves · -34% margin earns a D on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for William S Smith Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For William S Smith Charitable Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 6120 S Yale Ave Ste 1900, Tulsa, OK, 74136
- City
- Tulsa
- State
- Oklahoma
- Subcategory
- Private Foundations
- Phone
- …
Financial trends
Revenue grew from $170K (FY2014) to $6.4M (FY2024) across 7 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $77.4M
Operating margin
-33.6%
Spent more than it raised in the latest fiscal year.
Total assets
$77.4M
Total liabilities
$0
Net assets
$77.4M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $6,405,264▲2927% | $8,557,032▼17.1% | $77,411,929▼2.7% | $77,411,929▼2.7% | 990PF |
| 2023 | $211,595▲113% | $10,323,768▲135% | $79,557,180▼11.3% | $79,557,180▼11.3% | 990PF |
| 2022 | -$1,579,086▼102% | $4,400,888▼64.2% | $89,697,881▼6.3% | $89,697,881▼6.3% | 990PF |
| 2021 | $103,281,606▲33673% | $12,299,124▲30502% | $95,681,883▲1936% | $95,681,883▲1936% | 990PF |
| 2020 | $305,808▼48.1% | $40,190▼95.4% | $4,699,401▲27.3% | $4,699,401▲27.3% | 990PF |
| 2016 | $588,669▲246% | $882,010▼8.4% | $3,692,274▼23.1% | $3,692,274▼23.1% | 990PF |
| 2014 | $170,161 | $963,296▲122% | $4,802,783▼21.5% | $4,802,783▼21.5% | 990PF |
| 2012 | — | $433,191▼21.6% | $6,118,594▼5.0% | $6,118,594▼5.0% | 990PF |
| 2011 | — | $552,666 | $6,441,120 | $6,441,120 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2024)
Highest-paid: Trust Company of Oklahoma — $464,450 (5.43% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Trust Company of Oklahoma | Institutional Trustee | 1 | $464,450 |
| Erik Chillingworth | Trustee | 1 | $176,963 |
Similar organizations in Philanthropy
Compare William S Smith Charitable Tr
Frequently asked questions
- Is William S Smith Charitable Tr a legitimate nonprofit?
- Yes. William S Smith Charitable Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 45-6144422, based in Tulsa, Oklahoma. Donations are tax-deductible.
- What is William S Smith Charitable Tr's EIN?
- William S Smith Charitable Tr's Employer Identification Number (EIN) is 45-6144422.
- How much revenue does William S Smith Charitable Tr report?
- William S Smith Charitable Tr reported $6,405,264 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does William S Smith Charitable Tr have?
- CharityIndex grades William S Smith Charitable Tr D, based on financial health (reserves and operating margin).
- How much does William S Smith Charitable Tr's highest-paid employee make?
- The highest reported compensation on William S Smith Charitable Tr's latest Form 990 is $464,450, paid to Trust Company of Oklahoma (Institutional Trustee).
More nonprofits in Tulsa
Explore more
Data for William S Smith Charitable Tr (EIN 45-6144422) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.