Jerry & Donna Smith Family Foundation
Jerry & Donna Smith Family Foundation is a private foundation, 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.
Jerry & Donna Smith Family Foundation at a glance
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.
- Annual giving (2024)
- $62,000
- -26.2% vs 2023
- Grants made (2024)
- 2
- -83.3% vs 2023
- Average grant
- $31,000
- +342.9% vs 2023
- Median grant
- $31,000
- Total assets
- $1,275,373
- +9.0% vs 2023
- Primary geography
- Oregon (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Jerry & Donna Smith Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Open Roads ($42K). Together the top 2 received $62K.
Grant Size Distribution
67 grants across all recorded years
The most common grant size was under $50K: 67 grants of 67 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $57K (2020) to $84K (2023). In 2024 it made 2 grants totaling $62K.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,275,373 | $176,159 | $70,613 | $62,000 | 2 | $62,000 | $171,852 | $71,669 |
| 2023 | $1,170,206 | $30,477 | $150,445 | $84,000 | 12 | $85,060 | — | $70,661 |
| 2021 | $1,193,311 | $105,489 | $63,482 | $61,000 | 19 | $62,065 | $104,072 | $72,309 |
| 2020 | $1,148,292 | $46,835 | $59,401 | $56,925 | 16 | — | $16,459 | $63,767 |
| 2019 | $1,160,858 | $49,485 | $71,398 | $68,751 | 18 | — | $18,100 | $64,848 |
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.
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
The highest reported compensation on the 2023 filing was $58K, to Donna Smith (Vice President).
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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data update history
(6)
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
Live grants for the work Jerry & Donna Smith Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Jerry & Donna Smith Family Foundation's focus areas in our free grants database
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