John G & Phyllis W Smale Family Foundation
EIN 201971145Total Given 2020–2023
$293K
25 grants · $73K avg/year
based on 4 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$4K
typical micro grants · $1K–$15K
grant size
54%
supporter · 7/13 multi-year
repeat
$2.0M
Assets (2023)
13
Distinct Recipients
About
THE ATTORNEY GENERAL OF THE STATE OF OHIO REQUIRES PRIVATE FOUNDATIONS TO ANNUALLY FILE A REPORT ONLINE THAT HIGHLIGHTS KEY INFORMATION FROM THE FORM 990-PF FOR PUBLIC DISCLOSURE PURPOSES. THIS TRUST TIMELY SUBMITS THIS ONLINE FILING IN LIEU OF FURNISHING A COPY OF ITS FORM 990-PF TO THE STATE.
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
SMALE FOUNDATION FIFTH THIRD BANK
Phone
(513) 534-2471
Deadlines
NONE
How to Apply
LETTER
Restrictions
PROMOTE, ENCOURAGE OR AID RELIGIOUS CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL ACTIVITIES
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $110K | $2.0M | $79K | 7 |
| 2021 | $72K | $2.3M | $125K | 3 |
| 2022 | $19K | $1.9M | $217K | 7 |
| 2023 | $91K | $2.0M | $97K | 8 |
Grant Size Distribution
Based on 25 grants on record
Minimum
$500
25th Pctl
$1K
Median
$4K
Average
$12K
75th Pctl
$15K
Maximum
$65K
Geographic Distribution
Officers & Directors
ED
Emma Durham
2 yrs
Vice President & Director
Leadership
LD
Lisa Diedrichs
2 yrs
President & Director
Leadership
CC
Chris Calemeyer
2 yrs
Secretary & Director
Leadership
SD
Sam Durham
2 yrs
Director
MC
Maddie Caldemeyer
2 yrs
Director
LS
Lisa Smale
2 yrs
Director
JS
Jay Smale
2 yrs
Director
ED
Emma Durham
2 yrs
Vice President & Director
Leadership
LD
Lisa Diedrichs
2 yrs
President & Director
Leadership
CC
Chris Calemeyer
2 yrs
Secretary & Director
Leadership
LS
Lisa Smale
2 yrs
Director
CC
Cathy Caldemeyer
3 yrs
Director
MC
Maddie Caldemeyer
2 yrs
Director
SD
Sam Durham
2 yrs
Director
JS
Jay Smale
2 yrs
Director
CC
Cathy Caldemeyer
3 yrs
President
Leadership
LC
Lisa Corbett
2 yrs
Vice President
Leadership
LD
Lisa Caldemeyer Diedrichs
2 yrs
Secretary/Treasurer
Leadership
CC
Cathy Caldemeyer
3 yrs
President
Leadership
LC
Lisa Corbett
2 yrs
Vice President
Leadership
LD
Lisa Caldemeyer Diedrichs
2 yrs
Secretary/Treasurer
Leadership
Grants Awarded (25 total)
| Purpose | ||||
|---|---|---|---|---|
| Cincinnati Parks Foundation | Cincinnati, OH | $65,265 | PROGRAM SUPPORT | 2020 |
| Cincinnati Parks Foundation | Cincinnati, OH | $50,000 | PROJECT/PROGRAM SUPPORT | 2021 |
| Cincinnati Parks Foundation | Cincinnati, OH | $50,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| Cincinnati Music Hall | Cincinnati, OH | $20,000 | PROGRAM SUPPORT | 2020 |
| Music Hall Revitalization Company Inc | Cincinnati, OH | $20,000 | PROJECT/PROGRAM SUPPORT | 2021 |
| Mill Creek Alliance | Cincinnati, OH | $15,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| Cise | Cincinnati, OH | $15,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| Cincinnati Center City Development Corp | Cincinnati, OH | $10,000 | PROJECT/PROGRAM SUPPORT | 2022 |
| Mill Creek Alliance | Cincinnati, OH | $10,000 | PROGRAM SUPPORT | 2020 |
| Cise | Cincinnati, OH | $8,000 | PROGRAM SUPPORT | 2020 |
| The Seven Hills School | Cincinnati, OH | $6,150 | PROGRAM SUPPORT | 2020 |
| Cincinnati Center City Development | Cincinnati, OH | $5,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| Springer School & Center | Cincinnati, OH | $4,220 | PROJECT/PROGRAM SUPPORT | 2023 |
| Every Child Succeeds | Cincinnati, OH | $3,000 | SCHOLARSHIP | 2022 |
| Cise | Cincinnati, OH | $2,330 | PROJECT/PROGRAM SUPPORT | 2022 |
| Cincinnati Center City Development Corp | Cincinnati, OH | $2,128 | PROJECT/PROGRAM SUPPORT | 2021 |
| Cincinnati Parks Foundation | Cincinnati, OH | $1,611 | MEMORIAL | 2022 |
| The Seven Hills School | Cincinnati, OH | $1,000 | PROJECT/PROGRAM SUPPORT | 2022 |
| Duke University | Durham, NC | $1,000 | PROJECT/PROGRAM SUPPORT | 2022 |
| Kenyon College | Gambier, OH | $500 | PROJECT/PROGRAM SUPPORT | 2022 |
| Kenyon College | Gambier, OH | $500 | PROGRAM SUPPORT | 2020 |
| Duke University | Durham, NC | $500 | PROGRAM SUPPORT | 2020 |
| Kenyon College | Gambier, OH | $500 | PROJECT/PROGRAM SUPPORT | 2023 |
| Duke University | Durham, NC | $500 | ANNUAL FUND | 2023 |
| Love Grows Program Inc | Cincinnati, OH | $500 | GENERAL OPERATING FUNDS | 2023 |