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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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