Policies

The W. W. Smith Charitable Trust is a private foundation that grants only for the following specific purposes: medical research in heart disease, cancer and AIDS; financial aid for full-time undergraduate students; food, clothing and shelter for children, families and the elderly; and maritime education/maritime heritage preservation. Almost always, grants are limited to organizations located within the Pennsylvania counties of Bucks, Chester, Delaware, Montgomery and Philadelphia as well as the City of Camden, New Jersey.

Grants are made only to tax-exempt organizations not classified as private foundations or private operating foundations within the terms of the Tax Reform Act of 1969. Evidence is required from every applicant that the Internal Revenue Service currently approves of the organization’s exempt status under Code Section 501(c)(3) or its analogues, and designates the proposing organization as not being a private foundation under section 509.

Grants are available to organizations with proven or prudently predictable records of performance, never directly to individuals. Special programs may be funded, but requests for deficit financing are not considered.

The Trust accepts and processes applications for grants throughout the year. All program areas have proposal deadlines; please refer to the Grant Application Deadlines box for the deadlines for specific grant purposes. Personal visits prior to the submission of a written proposal are discouraged. Please telephone the Trust’s office to ask questions prior to preparing a full proposal.

All proposals are carefully reviewed. If a request falls within the framework of the Trust’s guidelines and present priorities, more detailed information may be requested and a site visit initiated by Trust staff.

Final decisions regarding qualified proposals and all grant terms are made by the Trustees. Proposal endorsement letters are discouraged.

Grantees are encouraged to announce information to the news media concerning their grants. Proposed copy must be reviewed and approved by the Trust in advance of release. Commemoratives are not expected.

No part of any grant may be subjected to a fundraiser’s commission. Proposals will not be considered for development officer capacity-building.

The Trust budgets no funds to purchase meal tables, program advertisements, golf tournament sponsorships, organizational memberships, or to support analogous fundraising events.

Prompt repayment to the Trust of grant funds unused within the period specified in the Trust’s award notification letter is expected. Interest earned on Trust funds during any such time interval may not be retained by any grantee.

Except for medical research protocols no extra copies of proposals are needed.

The W. W. Smith Charitable Trust does not discriminate as to race, creed, religion, color, gender, national origin, age, disability, marital status, sexual orientation or status with regard to grant distribution.

As with any prospective grant concept, a phone call of inquiry prior to preparing a full proposal is always appropriate.

Normal business hours are 8:30 a.m. to 5:00 p.m., Monday through Friday: phone 610-397-1844.