Jerry & Donna Smith Family Foundation
Jerry & Donna Smith Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Milwaukie, OR. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 2 grants totaling $62K. Net investment income was $172K.
Key facts about Jerry & Donna Smith Family Foundation
In short: Jerry & Donna Smith Family Foundation gave $62K across 2 grants in 2024 (avg $31K), mostly in Oregon. Source: 2024 IRS Form 990-PF.
- EIN
- 26-2368990
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $62,000
- Grants made (2024)
- 2
- Average grant
- $31,000
- Median grant
- $31,000
- Total assets
- $1,275,373
- Primary geography
- Oregon (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+9.0% YoY
Annual Giving
$62K
-26.2% YoY
Grant Count
2
-83.3% YoY
Avg Grant Size
$31K
+342.9% YoY
Under IRS private-foundation payout rules, Jerry & Donna Smith Family Foundation reported a distributable amount of $72K for 2024 — the minimum it must pay out in qualifying distributions.
How Jerry & Donna Smith Family Foundation gives
- Giving held roughly steady from 2021 to 2024 (+2%). Method
- In 2024 it paid out 87% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2024 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
67 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Open Roads Portland, OR | Organizational Needs | $42,000 |
| Open Heart Open Minds Portland, OR | Organizational Needs | $20,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2021 |
|---|---|---|---|
| Total Assets | $1,275,373 | $1,170,206 | $1,193,311 |
| Revenue | $176,159 | $30,477 | $105,489 |
| Expenses | $70,613 | $150,445 | $63,482 |
| Qualifying Distributions | $62,000 | $85,060 | $62,065 |
| Net Investment Income | $171,852 | — | $104,072 |
| Distributable Amount | $71,669 | $70,661 | $72,309 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 27, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2026)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 17, 2025)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
Jerry & Donna Smith Family Foundation is led by Jerry Smith, President on every filing since 2019; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jerry Smith
President
On filings since 2019
10 hrs/week
No compensation reported
Marsha Smith
Director
On filings since 2019
1 hr/week
No compensation reported
Donna Smith
Vice President
On filings since 2019
1 hr/week
$58K (2023) → $0 (2024)
Christine Smith
Secretary
On filings since 2019
10 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
Frequently asked questions about Jerry & Donna Smith Family Foundation
How much does Jerry & Donna Smith Family Foundation give each year?
Jerry & Donna Smith Family Foundation gave $62K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $84K across 12 grants.
How large is Jerry & Donna Smith Family Foundation?
Jerry & Donna Smith Family Foundation reported $1.3M in total assets on its 2024 IRS Form 990-PF. It paid out $62K in qualifying distributions that year, against a required minimum of $72K (roughly 5% of its investment assets).
What is Jerry & Donna Smith Family Foundation?
Jerry & Donna Smith Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Milwaukie, OR. It holds $1.3M in total assets as of 2024.
Where does Jerry & Donna Smith Family Foundation operate?
Jerry & Donna Smith Family Foundation has awarded grants in California, Connecticut, Florida, Iowa, New York, Oregon.
What is Jerry & Donna Smith Family Foundation's EIN?
Jerry & Donna Smith Family Foundation's EIN (Employer Identification Number) is 26-2368990. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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