Dr Bob & Jean Smith Foundation
Dr Bob & Jean Smith Foundation is a private foundation focused on Health, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $16.9M in total assets. In 2025, it awarded 9 grants totaling $680K. Net investment income was $267K.
Dr Bob & Jean Smith Foundation at a glance
In short: Dr Bob & Jean Smith Foundation gave $680K across 9 grants in 2025 (avg $76K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $679,898
- +11.2% vs 2024
- Grants made (2025)
- 9
- -25.0% vs 2024
- Average grant
- $75,544
- +48.3% vs 2024
- Median grant
- $35,000
- Total assets
- $16,867,341
- -3.3% vs 2024
- Primary geography
- Texas (100% 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 Dr Bob & Jean Smith Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Children's Medical Center ($200K). Together the top 9 received $680K.
Grant Size Distribution
51 grants across all recorded years
The most common grant size was under $50K: 31 grants of 51 (61%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Dr Bob & Jean Smith Foundation gives
- Giving grew 36% from 2022 to 2025. Method
- In 2025 it paid out 83% 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 2019 to 2025, annual grant giving ranged from $499K (2022) to $1.3M (2020). In 2025 it made 9 grants totaling $680K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Children's Medical Center Dallas, TX | Unrestricted Gift | $200,000 |
| Methodist Health System Foundation Dallas, TX | Unrestricted Gift | $200,000 |
| Envision Dallas Dallas, TX | Unrestricted Gift | $125,000 |
| Christ's Family Clinic Dallas, TX | Unrestricted Gift | $75,000 |
| Hope Farms Fort Worth, TX | Unresticted Gift | $35,000 |
| Educational First Steps Dallas, TX | Unrestricted Gift | $30,000 |
| Yellow Rose Gala Foundation Dallas, TX | Unrestricted Gift | $10,000 |
| SMU Lecture Series Dallas, TX | Unrestricted Grant | $4,448 |
| Metrocrest Services Dallas, TX | Unrestricted Grant | $450 |
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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 | $16,867,341 | $1,023,685 | $1,655,511 | $679,898 | 9 | $897,988 | $266,658 | $1,078,886 |
| 2024 | $17,445,768 | $1,095,573 | $1,405,828 | $611,255 | 12 | $718,828 | $437,825 | $1,074,071 |
| 2023 | $17,622,775 | $1,503,771 | $1,406,150 | $716,610 | 11 | $817,568 | $922,256 | $824,852 |
| 2022 | $17,552,076 | $861,041 | $1,230,128 | $499,282 | 9 | $624,675 | $269,974 | $1,073,777 |
| 2021 | $17,923,213 | $1,312,616 | $1,790,534 | $1,138,800 | 10 | — | $728,028 | $1,120,046 |
| 2020 | $18,381,157 | $640,088 | $1,995,733 | $1,306,275 | 11 | — | $38,876 | $1,020,383 |
| 2019 | $19,734,160 | $1,139,332 | $1,804,002 | $1,082,935 | 10 | — | $527,913 | $1,043,786 |
Under IRS private-foundation payout rules, Dr Bob & Jean Smith Foundation reported a distributable amount of $1.1M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Dr Bob & Jean Smith Foundation is led by Sally Smith Mashburn, President & Chairwoman on every filing since 2019; all 8 officers listed in 2025 are compensated.
Officers on the 2025 filing
Sally Smith Mashburn
President & Chairwoman
On filings since 2019
40 hrs/week
$210K (2019) → $261K (2025)
Bill R. Womble
Director
On filings since 2019
1 hr/week
$5K (2019) → $7K (2025)
Brooks Kelley
Director
On filings since 2019
1 hr/week
$4K (2019) → $7K (2025)
Marty S. Kelley
Director
On filings since 2019
1 hr/week
$5K (2019) → $7K (2025)
Robert H. West
Director
On filings since 2019
1 hr/week
$5K (2019) → $7K (2025)
Scott R. Smith
Director
On filings since 2019
1 hr/week
$5K (2019) → $5K (2025)
Christianna Kelley
Director
On filings since 2023
1 hr/week
$4K (2023) → $7K (2025)
Whitney Wallace Meyer
Director
On filings since 2024
1 hr/week
$40K (2024) → $115K (2025)
Former officers (2)
- Former: Whitney Wallace (2019–2023) — Director
- Former: Suzanne S. Welfelt (2019–2021) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $261K, to Sally Smith Mashburn (President/Chairwoman). 8 officers or directors reported compensation on that filing.
Frequently asked questions about Dr Bob & Jean Smith Foundation
How much does Dr Bob & Jean Smith Foundation give each year?
Dr Bob & Jean Smith Foundation gave $680K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $611K across 12 grants.
What is Dr Bob & Jean Smith Foundation's typical grant size?
Dr Bob & Jean Smith Foundation's median grant in 2025 was $35,000, and its average grant was $75,544, across 9 grants on its 2025 IRS Form 990-PF.
Where does Dr Bob & Jean Smith Foundation give grants?
Dr Bob & Jean Smith Foundation gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Dallas, TX (8 grants).
Does Dr Bob & Jean Smith Foundation give general operating support?
Yes: 89% of Dr Bob & Jean Smith Foundation's 2025 grants with a stated purpose (8 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Dr Bob & Jean Smith Foundation's largest grantees?
Dr Bob & Jean Smith Foundation's largest 2025 grantees include Children's Medical Center ($200,000), Methodist Health System Foundation ($200,000) and Envision Dallas ($125,000), according to its 2025 IRS Form 990-PF. Together they received 77% of its itemized 2025 grant dollars.
How large is Dr Bob & Jean Smith Foundation?
Dr Bob & Jean Smith Foundation reported $16.9M in total assets on its 2025 IRS Form 990-PF. It paid out $898K in qualifying distributions that year, against a required minimum of $1.1M (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 Dr Bob & Jean Smith Foundation?
Dr Bob & Jean Smith Foundation is a private foundation focused on Health, based in Dallas, TX. It holds $16.9M in total assets as of 2025.
What is Dr Bob & Jean Smith Foundation's EIN?
Dr Bob & Jean Smith Foundation's EIN (Employer Identification Number) is 51-0137245. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 15, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Dr Bob & Jean Smith Foundation funds
Health Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Dr Bob & Jean Smith Foundation's focus areas in our free grants database
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