Charles B Smith and Jean G Smith
Charles B Smith and Jean G Smith is a private foundation, based in Katy, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.4M in total assets. In 2025, it awarded 4 grants totaling $145K. Net investment income was $109K.
Charles B Smith and Jean G Smith at a glance
In short: Charles B Smith and Jean G Smith gave $145K across 4 grants in 2025 (avg $36K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $144,500
- +7.0% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $36,125
- +7.0% vs 2024
- Median grant
- $31,500
- Total assets
- $2,427,901
- -1.4% vs 2024
- Primary geography
- Texas (65% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Charles B Smith and Jean G Smith funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was St Jude Childrens Research Hospital ($50K). Together the top 4 received $145K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 21 grants of 25 (84%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Charles B Smith and Jean G Smith gives
- Giving held roughly steady from 2022 to 2025 (−19%). Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $91K (2020) to $178K (2022). In 2025 it made 4 grants totaling $145K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Jude Childrens Research Hospital Memphis, TN | To support research and treatment of catastrophic diseases in children | $50,000 |
| Sunshine Kids Foundation Houston, TX | To Support Children with Cancer | $31,500 |
| American Heart Association Dallas, TX | To Support Medical Research | $31,500 |
| Christ Clinic Katy, TX | To support medical research and provide health care, counseling & education | $31,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,427,901 | $159,396 | $194,574 | $144,500 | 4 | $144,500 | $109,322 | $149,315 |
| 2024 | $2,461,627 | $103,730 | $181,273 | $135,000 | 4 | $135,000 | $57,457 | $143,278 |
| 2023 | $2,538,402 | $-101,521 | $186,879 | $144,259 | 5 | $144,259 | $18,870 | $134,501 |
| 2022 | $2,826,802 | $-56,415 | $236,483 | $177,501 | 6 | $177,501 | — | $144,259 |
| 2021 | $3,119,700 | $1,291,342 | $156,492 | $103,000 | 6 | $103,000 | $244,481 | $177,534 |
| 2020 | $1,984,850 | $293,216 | $131,976 | $91,000 | 6 | — | $147,240 | $103,043 |
Under IRS private-foundation payout rules, Charles B Smith and Jean G Smith reported a distributable amount of $149K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles B Smith and Jean G Smith is led by Kristen L. Hernandez, President on every filing since 2021; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kristen L. Hernandez
President
On filings since 2021
2 hrs/week
No compensation reported
Gina L. Tiras
Director
V & P-Secretary → Director, 2021
On filings since 2020
1 hr/week
No compensation reported
Kyle Faughtenbery
Director
On filings since 2021
1 hr/week
No compensation reported
Karen L. Miller
V & P-Treasurer
On filings since 2020
2 hrs/week
No compensation reported
Heather H. Jenke
V & P-Secretary
On filings since 2021
2 hrs/week
No compensation reported
Former officers (1)
- Former: Stephen E. Schuster (2020) — President
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Charles B Smith and Jean G Smith
How much does Charles B Smith and Jean G Smith give each year?
Charles B Smith and Jean G Smith gave $145K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $135K across 4 grants.
What is Charles B Smith and Jean G Smith's typical grant size?
Charles B Smith and Jean G Smith's median grant in 2025 was $31,500, and its average grant was $36,125, across 4 grants on its 2025 IRS Form 990-PF.
Where does Charles B Smith and Jean G Smith give grants?
Charles B Smith and Jean G Smith gives mostly in Texas: 65% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Tennessee (35%).
Does Charles B Smith and Jean G Smith give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Charles B Smith and Jean G Smith's 2025 IRS Form 990-PF were described as general or operating support.
How large is Charles B Smith and Jean G Smith?
Charles B Smith and Jean G Smith reported $2.4M in total assets on its 2025 IRS Form 990-PF. It paid out $145K in qualifying distributions that year, against a required minimum of $149K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Charles B Smith and Jean G Smith's EIN?
Charles B Smith and Jean G Smith's EIN (Employer Identification Number) is 76-0456680. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 1, 2026)
- IRS filings on file for fiscal years 2020–2024
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