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.

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

Cities

ApexBostonDodge CityEast HaddamEast HamptonEnfieldEssexFairfieldGranbyHartfordIvorytonLittle RockMemphisMiddletownN GranryNaplesNorth GranbyOld LymeOld SaybrookRaleigh

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

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…$9KHNU METHODIST CHURCH$7KUNITED WAY$2KMIDDLESEX HOSPITAL$1KSALVATION ARMY$1KVALLEY CHURCH$1KREMBROOK SCHOOL$1KTHE JIMMY FUND$500EAST HARTFORD AMBULANCE …$500ST 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 include Westbrook Congregational Church ($8,700), Hnu Methodist Church ($7,155), United Way ($2,000).

RecipientPurposeAmount
THE JIMMY FUND BOSTON, MAGEN. OPERATING$500
WESTBROOK LIBRARY WESTBROOK, CTGEN. OPERATING$100
IVORYTON PLAYHOUSE IVORYTON, CTGEN. OPERATING$100
FLO GRISWOLD MUSEUM OLD LYME, CTGEN. OPERATING$125
UGS CHRISTMAS FUND NAPLES, FLGEN. OPERATING$150
HNU METHODIST CHURCH NAPLES, FLGEN. OPERATING$7,155
ST MATTHEWS HOUSE NAPLES, FLGEN. OPERATING$400
WESTBROOK CONGREGATIONAL CHURCH WESTBROOK, CTGEN. OPERATING$8,700
ARTIS-NAPLES NAPLES, FLGEN. OPERATING$150
GRACE PLACE NAPLES, FLGEN. OPERATING$200

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 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 April 2026. Sourced from IRS Form 990-PF filings.

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