O.E. Smith Trust
Public foundation · Halifax, Nova Scotia · BN 826327132RR0001 · Foundations
Source: T3010 return, FPE 2024-11-30. Split of total expenditures ($445,705) as filed with the CRA.
O.E. Smith Trust is a public foundation based in Halifax, Nova Scotia, classified by the CRA under foundations. In its fiscal year ending November 30, 2024, it reported $641K in revenue and $446K in expenditures.
Compared with 2,689 grantmaking charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 19% of peers.
As a grantmaker, it reported gifts to 21 qualified donees totalling $289K in 2024, the largest being $58K to IWK Hospital for Children. Revenue has grown substantially over its filings on record here, from $409K in 2020 to $641K in 2024. Its filed list of directors and trustees shows 1 name.
In its own words
To provide income from the assets in the trust on a quarterly basis to the Charitable Educational & Philanthropic Instituitions set out by the trust.
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $641K | $446K | — | — | $289K | $8.2M |
| 2023 | $767K | $443K | — | — | $265K | $8M |
| 2022 | $1.2M | $404K | — | — | $231K | $7.7M |
| 2021 | $1.1M | $364K | — | — | $229K | $6.9M |
| 2020 | $409K | $390K | — | — | $240K | $6.2M |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Money between charities, 2024
Granted $289K to 21 qualified donees:
- IWK Hospital for Children$58K
- Dalhousie University$58K
- Mount Allison University$44K
- Pine Hill Divinity Hall$29K
- Inverness Consolidated Memorial Hospital Auxiliary$15K
- Halifax Association for Improving the Conditions of the Poor$15K
- ST Andrew's United Church$15K
- I W K Health Centre Charitable Foundation$15K
- The YMCA of Greater Halifax/dartmouth Legacy Foundation$5,813
- United Church of Canada$5,813
- Victorian Order of Nurses$3,675
- Chisholm Services for Children$2,907
- United Way Maritimes/Centraide des Maritimes$2,907
- Halifax Children's Foundation$2,907
- Halifax Youth Foundation$2,907
- Sir Frederic Fraser School Atlantic Provinces Resource Centre for the Visually Impaired$2,907
- The Roman Catholic Episcopal Corporation of Halifax$2,907
- Young Women's Christian Association of Halifax$2,907
- Halifax Protestant Infants Foundation$2,907
- Brunswick Street Mission$2,907
- Strait Regional Centre for Education$60
As reported on the donors’ own T3010 qualified-donee schedules.
Directors & trustees (2024)
Canada Trust (trustee).
As listed on its 2024 return.
Check the source
Every figure on this page is from O.E. Smith Trust’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 826327132RR0001), or read how we compute the receipt.