Lifestyle Management Inc

EDMOND, OK EIN: 73-1264836

Lifestyle Management Inc is a private foundation focused on Environment & Animals, based in EDMOND, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 6 grants totaling $749K. Net investment income was $94K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.9M

-12.2% YoY

Annual Giving

$749K

+97.7% YoY

Grant Count

6

-14.3% YoY

Avg Grant Size

$125K

+130.7% YoY

Under IRS private-foundation payout rules, Lifestyle Management Inc reported a distributable amount of $254K for 2024 — the minimum it must pay out in qualifying distributions.

About Lifestyle Management Inc

Based on IRS filings

Lifestyle Management Inc is a private foundation focused on Environment & Animals, based in EDMOND, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 6 grants totaling $749K. Net investment income was $94K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

EdmondGuthrieHarrahHennesseyJacksonLong BeachLutherOkcOklahoma CityStillwaterTehachapiTulsaVictorYukon

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$3M$4M$5M20202021202220232024
Metric202420232022
Total Assets$4,853,653$5,528,576$6,001,358
Revenue$266,838$133,943$51,171
Expenses$922,099$520,225$671,216
Qualifying Distributions$748,808$378,666$509,334
Net Investment Income$93,547$75,856
Distributable Amount$254,463$271,228$295,567

Giving Over Time

Total grant dollars and number of grants per year

$0$253K$507K$760K$1M0 grants202013 grants202113 grants20227 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

SKYDANCE LLC$651KHENNESSEY HIGH SHCO0L$53KNEXUS EQUINE INC$25KVCA KICKINGBIRDANIMAL HO…$9KOKC POLICE FOUNDATION$8KALLIED ARTS$3K

Grant Size Distribution

39 grants across all recorded years

30<$50K3$50–100K1$100–250K4$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Skydance Llc ($651,429), Hennessey High Shco0l ($53,000), Nexus Equine Inc ($24,500).

RecipientPurposeAmount
SKYDANCE LLC Jackson, WYANIMAL CARE ASSISTANCE$651,429
HENNESSEY HIGH SHCO0L HENNESSEY, OKEDUCATIONAL ASSISTANCE$53,000
VCA KICKINGBIRDANIMAL HOSPITAL EDMOND, OKVET CARE ASSISTANCE$9,294
NEXUS EQUINE INC OKLAHOMA CITY, OKPROGRAM SUPPORT$24,500
OKC POLICE FOUNDATION OKLAHOMA CITY, OKCHARITABLE$8,085
ALLIED ARTS OKLAHOMA CITY, OKCHARITABLE$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DONALD E SMITHCHAIRMAN5
TIFFANY SMITHDIRECTOR5
DENVER SMITHDIRECTOR5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Lifestyle Management Inc?

Lifestyle Management Inc is a private foundation focused on Environment & Animals, based in EDMOND, OK. It holds $4.9M in total assets as of 2024.

How large is Lifestyle Management Inc?

As of 2024, Lifestyle Management Inc holds $4.9M in total assets with $267K in annual revenue. It awarded 6 grants totaling $749K in 2024.

Where does Lifestyle Management Inc operate?

Lifestyle Management Inc has awarded grants in California, Idaho, Oklahoma, Wyoming.

What size grants does Lifestyle Management Inc award?

In 2024, Lifestyle Management Inc awarded 6 grants totaling $749K — an average of about $125K per grant, based on its IRS Form 990 filings.

How much is Lifestyle Management Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lifestyle Management Inc reported a distributable amount of $254K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lifestyle Management Inc's EIN?

Lifestyle Management Inc's EIN (Employer Identification Number) is 73-1264836. 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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