Edward W Smith Jr Foundation

Private foundation · Grantmaker Port St Lucie, FL EIN: 65-6317648

The Edward W Smith Jr Foundation is a private foundation based in Port St. Lucie, Florida. It made 17 grants totaling $130,000 in filing year 2025, primarily to organizations in Florida.

Key facts about Edward W Smith Jr Foundation

In short: Edward W Smith Jr Foundation gave $130K across 17 grants in 2025 (avg $8K), mostly in Florida. 6% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
65-6317648
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$130,000
Grants made (2025)
17
Average grant
$7,647
Median grant
$5,000
New grantees (estimate)
6% first-time grantees (1 of 16, 2025; small sample)
Total assets
$2,117,556
Primary geography
Florida (81% of itemized 2025 grant dollars)
How to apply
The 2024 filing lists a charitable purpose, a copy of the organization’s IRS exemption letter, and a specific request as application materials. Full details ↓
Deadline
The filing lists July 1 each year.

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.1M

+7.6% YoY

Annual Giving

$130K

+0.0% YoY

Grant Count

17

-10.5% YoY

Avg Grant Size

$8K

+11.8% YoY

Under IRS private-foundation payout rules, Edward W Smith Jr Foundation reported a distributable amount of $120K for 2025 — the minimum it must pay out in qualifying distributions.

Is Edward W Smith Jr Foundation open to new grantees?

6%

first-time grantees, 2025

In 2025, 1 of 16 grantees (6%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $5K; repeat grants $8K. How we count

Medians: $5K first-time, $5K repeat.

  • 94% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+18%). Method
  • In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants went to organizations whose stated missions include hunger relief, housing and support for people experiencing homelessness, meeting basic needs, medical research and services, and public education about sun safety. These are the grantees’ stated missions, not a stated mission of the foundation.

For example, Gateway Community Outreach describes its work as feeding hungry people, clothing people in need, and housing people experiencing homelessness. Treasure Coast Food Bank says it collects and distributes donated food and essentials to alleviate hunger. Hope South Florida says it provides housing, case management, and support services for homeless and hurting people.

Grantmaking

In filing year 2025, the foundation reported 17 grants totaling $130,000. Grant amounts ranged from $5,000 to $25,000, with a median of $5,000. Listed larger awards included $25,000 to Life Net 4 Families, $20,000 to Gateway Community Outreach, and $10,000 each to 4KIDS of South Florida and House of Hope. The stated purposes for these grants were unrestricted use by the charities.

Review Cycle

The filing lists July 1 each year. The July 1, 2026 deadline has passed.

How to Apply

The 2024 filing lists a charitable purpose, a copy of the organization’s IRS exemption letter, and a specific request as application materials. It restricts awards to organizations exempt under federal Section 501(c)(3), with a preference for charities located in Broward County, Florida.

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Geographic Focus

Where this funder awards grants

The 2025 filing reports that 81% of grant dollars went to Florida recipients, 8% to New York, and 4% each to North Carolina, Kansas, and Massachusetts. The 2024 filing states a preference for charities located in Broward County, Florida.

Grant Distribution by State

5states

Share of 2025 grant dollars across all 17 itemized grants.

Cities

Ft LauderdaleMiamiNew YorkFort PierceDeerfield BeachSarasotaStuartBooneTampaWachualTopekaHallandaleConcordTallahassee

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K13 grants2019 13 grants2020 14 grants2021 15 grants2022 15 grants2023 19 grants2024 17 grants2025

From 2019 to 2025, annual grant giving ranged from $110K (2021) to $130K (2025). In 2025 it made 17 grants totaling $130K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Life Net 4 Families: $25KLife Net 4 Families$25KGateway Community Outreach: $20KGateway Community Outreach$20KHouse of Hope: $15K across 2 grantsHouse of Hope$15K · 2 grants4KIDS of South Florida: $10K4KIDS of South Florida$10KBascom Palmer Eye Institute: $5KBascom Palmer Eye Institute$5KBreast Cancer Research Fdn: $5KBreast Cancer Research Fdn$5KCure PSP Foundation: $5KCure PSP Foundation$5KGrace Way Village: $5KGrace Way Village$5KHope South Florida: $5KHope South Florida$5KMacular Degenaration Association: $5KMacular DegenarationAssociation$5K

The largest 2025 recipient was Life Net 4 Families ($25K). Together the top 10 received $100K.

Grant Size Distribution

80 grants across all recorded years

80<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 80 grants of 80 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Life Net 4 Families Ft Lauderdale, FLUnrestricted Use by Charity$25,000
Gateway Community Outreach Deerfield Beach, FLUnrestricted Use by Charity$20,000
4KIDS of South Florida Ft Lauderdale, FLUnrestricted Use by Charity$10,000
House of Hope Stuart, 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
Grace Way Village Fort Pierce, FLUnrestricted Use by Charity$5,000
Hope South Florida Ft Lauderdale, FLUnrestricted Use by Charity$5,000
House of Hope Stuart, FLUnrestricted Use by Charity$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $2,117,556 $392,443 $226,105 $130,000
2024 $1,968,791 $118,835 $225,628 $130,000
2023 $2,075,584 $267,395 $205,195 $110,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,117,556$1,968,791$2,075,584
Revenue$392,443$118,835$267,395
Expenses$226,105$225,628$205,195
Qualifying Distributions$130,000$130,000$110,000
Net Investment Income$371,338$24,457$25,641
Distributable Amount$120,394$118,005$228,234

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 29, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 21, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 9, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 19, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 18, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 11, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 3, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Jack J Appel, John E Carter, and Marlin R Lee as co-trustees.

Edward W Smith Jr Foundation's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Jack J. Appel

    Co-Trustee

    On filings since 2019

    $20K (2021) → $20K (2025)

  • John E. Carter

    Co-Trustee

    On filings since 2019

    $20K (2021) → $20K (2025)

  • Marlin R. Lee

    Co-Trustee

    On filings since 2019

    $35K (2021) → $35K (2025)

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

Marlin R Lee — Co-Trustee: $35KMarlin R LeeCo-Trustee$35KJack J Appel — Co-Trustee: $20KJack J AppelCo-Trustee$20KJohn E Carter — Co-Trustee: $20KJohn E CarterCo-Trustee$20K

The highest reported compensation on the 2025 filing was $35K, to Marlin R Lee (Co-Trustee). 3 officers or directors reported compensation on that filing.

Contact

Application contact: Marlin R Lee Jr
Mailing address: 320 Southeast Courance Dr, Port St Lucie, FL 34964
Phone: (954) 609-2000

Frequently asked questions about Edward W Smith Jr Foundation

How much does Edward W Smith Jr Foundation give each year?

Edward W Smith Jr Foundation gave $130K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $130K across 19 grants.

What is Edward W Smith Jr Foundation's typical grant size?

Edward W Smith Jr Foundation's median grant in 2025 was $5,000, and its average grant was $7,647, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Edward W Smith Jr Foundation that year got $5K on average.

Where does Edward W Smith Jr Foundation give grants?

Edward W Smith Jr Foundation gives mostly in Florida: 81% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (8%). The most frequent recipient cities were Ft Lauderdale, FL (3 grants), Fort Pierce, FL (3 grants), Stuart, FL (2 grants) and Miami, FL (2 grants).

Does Edward W Smith Jr Foundation give general operating support?

Yes: 100% of Edward W Smith Jr Foundation's 2025 grants with a stated purpose (17 of 17) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Edward W Smith Jr Foundation's largest grantees?

Edward W Smith Jr Foundation's largest 2025 grantees include Life Net 4 Families ($25,000), Gateway Community Outreach ($20,000) and House of Hope ($15,000 across 2 grants), according to its 2025 IRS Form 990-PF. Together they received 46% of its itemized 2025 grant dollars.

How large is Edward W Smith Jr Foundation?

Edward W Smith Jr Foundation reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $130K in qualifying distributions that year, against a required minimum of $120K (roughly 5% of its investment assets).

What does Edward W Smith Jr Foundation fund?

No mission statement for the foundation is provided. Its 2025 grants went to organizations whose stated missions include hunger relief, housing and support for people experiencing homelessness, meeting basic needs, medical research and services, and public education about sun safety. See mission & focus areas ↑

How do I apply for a grant from Edward W Smith Jr Foundation?

The 2024 filing lists a charitable purpose, a copy of the organization’s IRS exemption letter, and a specific request as application materials. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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