Lon a Smith Family Foundation

Foundation · Grantmaker Westbrook, CT EIN: 06-1630637

Lon a Smith Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Westbrook, CT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $394K in total assets. In 2025, it awarded 18 grants totaling $25K. Net investment income was $8K.

Key facts about Lon a Smith Family Foundation

EIN
06-1630637
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$24,530
Grants made (2025)
18
Average grant
$1,363
Median grant
$450
New grantees (estimate)
67% first-time grantees (12 of 18, 2025)
Total assets
$394,148
Primary geography
Connecticut (65% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Lon a Smith Family Foundation funds

By grant dollars, the top recipient states for Lon a Smith Family Foundation's 18 itemized 2025 grants were Connecticut (65%) and Florida (33%). The most frequent recipient cities were Naples, FL (5 grants), Westbrook, CT (2 grants) and Hartford, CT (2 grants). 100% of grants with a stated purpose were for general or operating support.

Is Lon a Smith Family Foundation open to new grantees?

67%

first-time grantees, 2025

In 2025, 12 of 18 grantees (67%) were first-time recipients. First grants averaged $978; repeat grants $2K. How we count

Medians: $225 first-time, $750 repeat.

  • 28% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+10%). Method
  • In 2025 it paid out 120% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with Lon a Smith Family Foundation

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$394K

-9.6% YoY

Annual Giving

$25K

+4.1% YoY

Grant Count

18

-5.3% YoY

Avg Grant Size

$1K

+9.9% YoY

Under IRS private-foundation payout rules, Lon a Smith Family Foundation reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.

About Lon a Smith Family Foundation

Based on IRS filings

Lon a Smith Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Westbrook, CT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $394K in total assets. In 2025, it awarded 18 grants totaling $25K. Net investment income was $8K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of all 18 itemized 2025 grant dollars.

Cities

NaplesHartfordWestbrookIvorytonEast HamptonMiddletownOld LymeWallingfordEnfieldRockvilleWest HartfordBostonEast HaddamRaleighWillimanticApexDodge CityEssexFairfieldGranby

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7K$14K$21K$28K20212022202320242025
Metric202520242023
Total Assets$394,148$435,972$377,919
Revenue$8,709$11,700$5,437
Expenses$25,852$24,805$15,895
Qualifying Distributions$24,530$24,405$15,495
Net Investment Income$8,309$5,200$5,037
Distributable Amount$20,433$19,850$17,145

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Giving Over Time

Total grant dollars and number of grants per year

$0$6K$12K$18K$25K13 grants202119 grants202211 grants202319 grants202418 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Westbrook Congregational Church: $9KWestbrook CongregationalChurch$9KHnu Methodist Church: $7KHnu Methodist Church$7KUnited Way: $2KUnited Way$2KMiddlesex Hospital: $1KMiddlesex Hospital$1KSalvation Army: $1KSalvation Army$1KValley Church: $1KValley Church$1KRembrook School: $1KRembrook School$1KThe Jimmy Fund: $500The Jimmy Fund$500East Hartford Ambulance Assoc: $500East Hartford Ambulance Assoc$500St Matthews House: $400St Matthews House$400

Grant Size Distribution

80 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Westbrook Congregational Church ($8,700), Hnu Methodist Church ($7,155), United Way ($2,000).

RecipientPurposeAmount
WESTBROOK CONGREGATIONAL CHURCH Westbrook, CTGEN. OPERATING$8,700
HNU METHODIST CHURCH Naples, FLGEN. OPERATING$7,155
UNITED WAY Hartford, CTGEN. OPERATING$2,000
MIDDLESEX HOSPITAL Middletown, CTGEN. OPERATING$1,000
SALVATION ARMY Hartford, CTGEN. OPERATING$1,000
VALLEY CHURCH N Granry, CTGEN. OPERATING$1,000
REMBROOK SCHOOL W Hartford, CTGEN. OPERATING$1,000
THE JIMMY FUND Boston, MAGEN. OPERATING$500
EAST HARTFORD AMBULANCE ASSOC East Hampton, CTGEN. OPERATING$500
ST MATTHEWS HOUSE Naples, FLGEN. OPERATING$400

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2025 IRS filing

NameTitleHoursCompensation
Lowndes a SmithTrustee0.5—
Laura P Domer-ShankTrustee——
Sheryl E SmithTrustee——

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Lon a Smith Family Foundation?

Lon a Smith Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Westbrook, CT. It holds $394K in total assets as of 2025.

How large is Lon a Smith Family Foundation?

As of 2025, Lon a Smith Family Foundation holds $394K in total assets with $9K in annual revenue. It awarded 18 grants totaling $25K in 2025.

Where does Lon a Smith Family Foundation operate?

Lon a Smith Family Foundation has awarded grants in Arkansas, Connecticut, Florida, Kansas, Massachusetts, North Carolina, Tennessee.

What size grants does Lon a Smith Family Foundation award?

In 2025, Lon a Smith Family Foundation awarded 18 grants totaling $25K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Lon a Smith Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Lon a Smith Family Foundation reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lon a Smith Family Foundation's EIN?

Lon a Smith Family Foundation's EIN (Employer Identification Number) is 06-1630637. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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