Charles B Smith and Jean G Smith is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KATY, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 4 grants totaling $135K. Net investment income was $57K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.5M
-3.0% YoY
Annual Giving
$135K
-6.4% YoY
Grant Count
4
-20.0% YoY
Avg Grant Size
$34K
+17.0% YoY
Under IRS private-foundation payout rules, Charles B Smith and Jean G Smith reported a distributable amount of $143K for 2024 — the minimum it must pay out in qualifying distributions.
About Charles B Smith and Jean G Smith
Based on IRS filings
Charles B Smith and Jean G Smith is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KATY, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 4 grants totaling $135K. Net investment income was $57K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,461,627 | $2,538,402 | $2,826,802 |
| Revenue | $103,730 | $-101,521 | $-56,415 |
| Expenses | $181,273 | $186,879 | $236,483 |
| Qualifying Distributions | $135,000 | $144,259 | $177,501 |
| Net Investment Income | $57,457 | $18,870 | — |
| Distributable Amount | $143,278 | $134,501 | $144,259 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St Jude Childrens Research Hospital ($50,000), Sunshine Kids Foundation ($28,600), American Heart Association ($28,200).
| 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 | $28,600 |
| AMERICAN HEART ASSOCIATION Dallas, TX | TO SUPPORT MEDICAL RESEARCH | $28,200 |
| CHRIST CLINIC KATY, TX | TO SUPPORT MEDICAL RESEARCH AND PROVIDE HEALTH CARE, COUNSELING & EDUCATION | $28,200 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KRISTEN L HERNANDEZ | President | 2 | — |
| KAREN L MILLER | V/P-TREASURER | 2 | — |
| GINA L TIRAS | Director | 1 | — |
| HEATHER H JENKE | V/P-SECRETARY | 2 | — |
| KYLE FAUGHTENBERY | Director | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charles B Smith and Jean G Smith?
Charles B Smith and Jean G Smith is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in KATY, TX. It holds $2.5M in total assets as of 2024.
How large is Charles B Smith and Jean G Smith?
As of 2024, Charles B Smith and Jean G Smith holds $2.5M in total assets with $104K in annual revenue. It awarded 4 grants totaling $135K in 2024.
Where does Charles B Smith and Jean G Smith operate?
Charles B Smith and Jean G Smith has awarded grants in Tennessee, Texas.
What size grants does Charles B Smith and Jean G Smith award?
In 2024, Charles B Smith and Jean G Smith awarded 4 grants totaling $135K — an average of about $34K per grant, based on its IRS Form 990 filings.
How much is Charles B Smith and Jean G Smith required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles B Smith and Jean G Smith reported a distributable amount of $143K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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