Marlene a Smith Foundation is a private foundation focused on Education, based in LINDSTROM, MN. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $553K in total assets. In 2025, it awarded 11 grants totaling $39K. Net investment income was $24K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$553K
+5.5% YoY
Annual Giving
$39K
+18.5% YoY
Grant Count
11
+22.2% YoY
Avg Grant Size
$4K
-3.1% YoY
Under IRS private-foundation payout rules, Marlene a Smith Foundation reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.
About Marlene a Smith Foundation
Based on IRS filings
Marlene a Smith Foundation is a private foundation focused on Education, based in LINDSTROM, MN. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $553K in total assets. In 2025, it awarded 11 grants totaling $39K. Net investment income was $24K.
Focus Areas
Ready to take the next step with Marlene a Smith Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $553,174 | $524,562 | $459,005 |
| Revenue | $42,931 | $83,551 | $128,670 |
| Expenses | $40,514 | $34,698 | $36,182 |
| Qualifying Distributions | $39,400 | $33,425 | $33,926 |
| Net Investment Income | $24,343 | $15,361 | $14,020 |
| Distributable Amount | $26,675 | $22,614 | $20,158 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Elizabethtown Comm College ($10,000), Dunwoody College of Technology ($7,500), St Cloud Tech & Community College ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ANOKA RAMSEY COMMUNITY COLLEGE COON RAPIDS, MN | SCHOLARSHIP | $2,500 |
| BLUEGRASS COMMUNITY & TECH COLLEGE LEXINGTON, KY | SCHOLARSHIP | $2,500 |
| ELIZABETHTOWN COMM COLLEGE ELIZABETHTOWN, KY | SCHOLARSHIP | $10,000 |
| LAKE SUPERIOR COLLEGE DULUTH, MN | SCHOLARSHIP | $2,500 |
| MIDWEST TECH INSTITUTE SPRINGFIELD, MO | SCHOLARSHIP | $2,500 |
| DUNWOODY COLLEGE OF TECHNOLOGY MINNEAPOLS, MN | SCHOLARSHIP | $7,500 |
| SOUTHCENTRAL KENTUCKY COMMUNITY & TECHNICAL COLLEGE CUMBERLAND, KY | SCHOLARSHIP | $2,500 |
| ST CLOUD TECH & COMMUNITY COLLEGE ST CLOUD, MN | SCHOLARSHIP | $5,000 |
| CENTURY COLLEGE WHITE BEAR LAKE, MN | SCHOLARSHIP | $2,500 |
| GREENVILLE TECHNICAL COLLEGE GREENVILLE, SC | SCHOLARSHIP | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLES MARK DAVIDSON | PAST PRESIDENT | 1 | — |
| TRICIA ANN WILMOT | PRESIDENT | 1 | — |
| REBECCA ANN ERICKSON | TREASURER | 1 | — |
| JENNIFER LADUKE | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Marlene a Smith Foundation?
Marlene a Smith Foundation is a private foundation focused on Education, based in LINDSTROM, MN. It holds $553K in total assets as of 2025.
How large is Marlene a Smith Foundation?
As of 2025, Marlene a Smith Foundation holds $553K in total assets with $43K in annual revenue. It awarded 11 grants totaling $39K in 2025.
Where does Marlene a Smith Foundation operate?
Marlene a Smith Foundation has awarded grants in Iowa, Kentucky, Minnesota, Missouri, South Carolina, Tennessee.
What size grants does Marlene a Smith Foundation award?
In 2025, Marlene a Smith Foundation awarded 11 grants totaling $39K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Marlene a Smith Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Marlene a Smith Foundation reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Marlene a Smith Foundation's EIN?
Marlene a Smith Foundation's EIN (Employer Identification Number) is 47-5603437. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Marlene a Smith Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Spicola Family Foundation
MINNETONKA, MN
Assets
—
Grants
3
Total Given
$410K
Litchfield Student Anglers Club
LITCHFIELD, MN
Assets
$738
Grants
0
Total Given
—
The Geyer Family Foundation
EDINA, MN
Assets
—
Grants
7
Total Given
$35K
Love 4 One Another Charities
CHANHASSEN, MN
Assets
$8.5M
Grants
1
Total Given
$90K
Donald and Luella Zibell Family Foundation
NORTHFIELD, MN
Assets
—
Grants
8
Total Given
$80K
Minnesota Citizens Concerned
MINNEAPOLIS, MN
Assets
$745K
Grants
2
Total Given
$942K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Marlene a Smith Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Marlene a Smith Foundation to a real strategy.