DFX Intelligence

Allocator Intelligence

The W W Smith Charitable Trust

Foundation· Saint Louis, Missouri

Foundation, based in Saint Louis, Missouri, reporting $243M in assets.

Composed from this allocator's classification, location and filed figures.

Assets
$243M
Fund commitments
2
Managers
1
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Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (2)Managers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

Capital path

who backs this record, through what, into what; each name opens its own path
The W W Smith Charitable Trust
Managers

Relationship network

3 connected entities2 observed commitments1 dated commitment shown here, 2025

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

The W W Smith Charitable Trust
MO

2 more funds on this record

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Reading the network
  • Sponsor
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesFoundation · EIN 236648841Show
Foundation
Assets
$243M
Total assets, Jun 30, 2025 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
2
1 manager on Schedule C

Consultants and advisers

No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape
From the plan’s own commitment disclosures

What changed

No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025TWEEDY BROWNE INTERNATIONAL VALUE FUND #L (TBGVX) 99,095.051Tweedy, Browne Company LLCPrivate equity$2.7M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025PRINCIPAL MIDCAP FUND CLASS R6 #4268 (PMAQX) 117,949.293 SHARESPrincipal Midcap R6 #4268 SharesPrivate equity$5.6M heldDisclosed holdingapps.irs.gov

Size and funding

3 readings
Total assets
$243M Jun 30, 2025 reported IRS 990
$243M (2025-06)
Income
$28.3M Jun 30, 2025 reported IRS BMF

Provenance

Identifiers: EIN 236648841
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: private markets allocation target, allocation policy.

Across the graphs

The W W Smith Charitable Trust is the same institution as 1 record in Family Offices.

Family Offices1

The joined record opens with the product, beside every other relationship on this page.

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›Connections

every published relationship on the graph

+1 connection on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.