Edward W Smith Jr Foundation

PORT ST LUCIE, FL EIN: 65-6317648

Edward W Smith Jr Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PORT ST LUCIE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 19 grants totaling $130K. Net investment income was $24K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.0M

-5.1% YoY

Annual Giving

$130K

+18.2% YoY

Grant Count

19

+26.7% YoY

Avg Grant Size

$7K

-6.7% YoY

Under IRS private-foundation payout rules, Edward W Smith Jr Foundation reported a distributable amount of $118K for 2024 — the minimum it must pay out in qualifying distributions.

About Edward W Smith Jr Foundation

Based on IRS filings

Edward W Smith Jr Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PORT ST LUCIE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 19 grants totaling $130K. Net investment income was $24K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BooneDeerfield BeachFort PierceFt LauderdaleHallandaleMiamiNew YorkSarasotaStuartTallahasseeTampaTopekaWachual

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$94K$189K$283K$378K20202021202220232024
Metric202420232022
Total Assets$1,968,791$2,075,584$1,963,754
Revenue$118,835$267,395$58,798
Expenses$225,628$205,195$221,410
Qualifying Distributions$130,000$110,000$110,000
Net Investment Income$24,457$25,641$9,612
Distributable Amount$118,005$228,234$118,132

Giving Over Time

Total grant dollars and number of grants per year

$0$33K$65K$98K$130K13 grants202014 grants202115 grants202215 grants202319 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

LIFE NET 4 FAMILIES$25KGATEWAY COMMUNITY OUTREACH$20K4KIDS OF SOUTH FLORIDA$10KBASCOM PALMER EYE INSTIT…$5KBREAST CANCER RESEARCH FDN$5KCURE PSP FOUNDATION$5KHOPE SOUTH FLORIDA$5KHOUSE OF HOPE$5KMACULAR DEGENARATION ASS…$5KMIAMI PROJECT TO CURE PA…$5K

Grant Size Distribution

76 grants across all recorded years

76<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Life Net 4 Families ($25,000), Gateway Community Outreach ($20,000), 4kids of South Florida ($10,000).

RecipientPurposeAmount
4KIDS OF SOUTH FLORIDA FT LAUDERDALE, FLUNRESTRICTED USE BY CHARITY$10,000
BASCOM PALMER EYE INSTITUTE MIAMI, FLUNRESTRICTED USE BY CHARITY$5,000
BREAST CANCER RESEARCH FDN NEW YORK, NYUNRESTRICTED USE BY CHARITY$5,000
CURE PSP FOUNDATION NEW YORK, NYUNRESTRICTED USE BY CHARITY$5,000
GATEWAY COMMUNITY OUTREACH DEERFIELD BEACH, FLUNRESTRICTED USE BY CHARITY$20,000
HOPE SOUTH FLORIDA FT LAUDERDALE, FLUNRESTRICTED USE BY CHARITY$5,000
HOUSE OF HOPE STUART, FLUNRESTRICTED USE BY CHARITY$5,000
LIFE NET 4 FAMILIES FT LAUDERDALE, FLUNRESTRICTED USE BY CHARITY$25,000
MACULAR DEGENARATION ASSOCIATION SARASOTA, FLUNRESTRICTED USE BY CHARITY$5,000
MIAMI PROJECT TO CURE PARALYSIS MIAMI, FLUNRESTRICTED USE BY CHARITY$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MARLIN R LEECO-TRUSTEE$35KJACK J APPELCO-TRUSTEE$20KJOHN E CARTERCO-TRUSTEE$20K

From 2024 filing

NameTitleHoursCompensation
JACK J APPELCO-TRUSTEE$20,000
JOHN E CARTERCO-TRUSTEE$20,000
MARLIN R LEECO-TRUSTEE$35,000

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Edward W Smith Jr Foundation?

Edward W Smith Jr Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PORT ST LUCIE, FL. It holds $2.0M in total assets as of 2024.

How large is Edward W Smith Jr Foundation?

As of 2024, Edward W Smith Jr Foundation holds $2.0M in total assets with $119K in annual revenue. It awarded 19 grants totaling $130K in 2024.

Where does Edward W Smith Jr Foundation operate?

Edward W Smith Jr Foundation has awarded grants in Florida, Kansas, North Carolina, New York.

What size grants does Edward W Smith Jr Foundation award?

In 2024, Edward W Smith Jr Foundation awarded 19 grants totaling $130K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Edward W Smith Jr Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Edward W Smith Jr Foundation reported a distributable amount of $118K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Edward W Smith Jr Foundation's EIN?

Edward W Smith Jr Foundation's EIN (Employer Identification Number) is 65-6317648. 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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