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 2020 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
Annual Giving
$62K
Grant Count
2
Avg Grant Size
$31K
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.
About Jerry & Donna Smith Family Foundation
Based on IRS filings
Jerry & Donna Smith Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKIE, OR. IRS filing data is available from 2020 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.
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 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | $1,275,373 | $1,193,311 | $1,148,292 |
| Revenue | $176,159 | $105,489 | $46,835 |
| Expenses | $70,613 | $63,482 | $59,401 |
| Qualifying Distributions | $62,000 | $62,065 | — |
| Net Investment Income | $171,852 | $104,072 | $16,459 |
| Distributable Amount | $71,669 | $72,309 | $63,767 |
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
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Open Roads ($42,000), Open Heart Open Minds ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Open Heart Open Minds Portland, OR | Organizational Needs | $20,000 |
| Open Roads Portland, OR | Organizational Needs | $42,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jerry Smith | President | 10 | — |
| Donna Smith | Vice President | 1 | — |
| Christine Smith | Secretary | 10 | — |
| Marsha Smith | Director | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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.
How large is Jerry & Donna Smith Family Foundation?
As of 2024, Jerry & Donna Smith Family Foundation holds $1.3M in total assets with $176K in annual revenue. It awarded 2 grants totaling $62K in 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 size grants does Jerry & Donna Smith Family Foundation award?
In 2024, Jerry & Donna Smith Family Foundation awarded 2 grants totaling $62K — an average of about $31K per grant, based on its IRS Form 990 filings.
How much is Jerry & Donna Smith Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jerry & Donna Smith Family Foundation reported a distributable amount of $72K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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