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
Under IRS private-foundation payout rules, Dr Bob & Jean Smith Foundation reported a distributable amount of $1.1M for 2024 — the minimum it must pay out in qualifying distributions.
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
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
53 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Methodist Health System Foundation ($200,000), Envision Dallas ($125,000), Christs's Family Clinic ($75,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CARRELL CLINIC FOUNDATION DALLAS, TX | UNRESTRICTED GIFT | $50,000 |
| CHRISTS'S FAMILY CLINIC DALLAS, TX | UNRESTRICTED GIFT | $75,000 |
| CRYSTAL CHARITY BALL DALLAS, TX | UNRESTRICTED GIFT | $22,435 |
| EDUCATIONAL FIRST STEPS DALLAS, TX | UNRESTRICTED GIFT | $25,000 |
| ENVISION DALLAS DALLAS, TX | UNRESTRICTED GIFT | $125,000 |
| HOPE FARMS FORT WORTH, TX | UNRESTICTED GIFT | $35,000 |
| METHODIST HEALTH SYSTEM FOUNDATION DALLAS, TX | UNRESTRICTED GIFT | $200,000 |
| RETINA FOUNDATION DALLAS, TX | UNRESTRICTED GRANT | $10,000 |
| SMU LECTURE SERIES DALLAS, TX | UNRESTRICTED GRANT | $3,820 |
| ST JUDE CHILDREN IRVING, TX | UNRESTRICTED GIFT | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SALLY SMITH MASHBURN | PRESIDENT/CHAIRWOMAN | 40 | $204,117 |
| SCOTT R SMITH | DIRECTOR | 1 | $6,200 |
| MARTY S KELLEY | DIRECTOR | 1 | $6,200 |
| ROBERT H WEST | DIRECTOR | 1 | $6,200 |
| BILL R WOMBLE | DIRECTOR | 1 | $6,200 |
| BROOKS KELLEY | DIRECTOR | 1 | $6,200 |
| WHITNEY WALLACE MEYER | DIRECTOR | 1 | $39,533 |
| CHRISTIANNA KELLEY | DIRECTOR | 1 | $6,200 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $17.4M in total assets as of 2024.
How large is Dr Bob & Jean Smith Foundation?
As of 2024, Dr Bob & Jean Smith Foundation holds $17.4M in total assets with $1.1M in annual revenue. It awarded 12 grants totaling $611K in 2024.
Where does Dr Bob & Jean Smith Foundation operate?
Dr Bob & Jean Smith Foundation has awarded grants in Oklahoma, Texas.
What size grants does Dr Bob & Jean Smith Foundation award?
In 2024, Dr Bob & Jean Smith Foundation awarded 12 grants totaling $611K — an average of about $51K per grant, based on its IRS Form 990 filings.
How much is Dr Bob & Jean Smith Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dr Bob & Jean Smith Foundation reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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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Data last updated April 2026. Sourced from IRS Form 990-PF filings.