Dr Bob & Jean Smith Foundation

DALLAS, TX EIN: 51-0137245

Dr Bob & Jean Smith Foundation is a private foundation focused on Health, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $17.4M in total assets. In 2024, it awarded 12 grants totaling $611K. Net investment income was $438K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$17.4M

-1.0% YoY

Annual Giving

$611K

-14.7% YoY

Grant Count

12

+9.1% YoY

Avg Grant Size

$51K

-21.8% YoY

About Dr Bob & Jean Smith Foundation

Based on IRS filings

Dr Bob & Jean Smith Foundation is a private foundation focused on Health, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $17.4M in total assets. In 2024, it awarded 12 grants totaling $611K. Net investment income was $438K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

ArlingtonDallasFort WorthIrvingJenksWaxachachie

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$549K$1M$2M$2M20202021202220232024
Metric202420232022
Total Assets$17,445,768$17,622,775$17,552,076
Revenue$1,095,573$1,503,771$861,041
Expenses$1,405,828$1,406,150$1,230,128
Qualifying Distributions$718,828$817,568$624,675
Net Investment Income$437,825$922,256$269,974
Distributable Amount$1,074,071$824,852$1,073,777

Giving Over Time

Total grant dollars and number of grants per year

$0$327K$653K$980K$1M11 grants202010 grants20219 grants202211 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

METHODIST HEALTH SYSTEM …$200KENVISION DALLAS$125KCHRISTS'S FAMILY CLINIC$75KCARRELL CLINIC FOUNDATION$50KUPLIFT EDUCATION$50KHOPE FARMS$35KEDUCATIONAL FIRST STEPS$25KCRYSTAL CHARITY BALL$22KRETINA FOUNDATION$10KYELLOW ROSE GALA FOUNDAT…$10K

Grant Size Distribution

53 grants across all recorded years

32<$50K8$50–100K6$100–250K6$250–500K1$500K–1M$1–5M$5M+

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

SALLY SMITH MASHBURNPRESIDENT/CHAIRWOMAN$204KWHITNEY WALLACE MEYERDIRECTOR$40KSCOTT R SMITHDIRECTOR$6KMARTY S KELLEYDIRECTOR$6KROBERT H WESTDIRECTOR$6KBILL R WOMBLEDIRECTOR$6KBROOKS KELLEYDIRECTOR$6KCHRISTIANNA KELLEYDIRECTOR$6K

From 2024 filing

NameTitleHoursCompensation
SALLY SMITH MASHBURNPRESIDENT/CHAIRWOMAN40$204,117
SCOTT R SMITHDIRECTOR1$6,200
MARTY S KELLEYDIRECTOR1$6,200
ROBERT H WESTDIRECTOR1$6,200
BILL R WOMBLEDIRECTOR1$6,200
BROOKS KELLEYDIRECTOR1$6,200
WHITNEY WALLACE MEYERDIRECTOR1$39,533
CHRISTIANNA KELLEYDIRECTOR1$6,200

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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