Phyllis & Irving Smith Foundation
Phyllis & Irving Smith Foundation is a private foundation, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 1 grants totaling $193K. Net investment income was $127K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.5M
-1.1% YoY
Annual Giving
$193K
+1.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$193K
+1.8% YoY
Under IRS private-foundation payout rules, Phyllis & Irving Smith Foundation reported a distributable amount of $172K for 2024 — the minimum it must pay out in qualifying distributions.
About Phyllis & Irving Smith Foundation
Based on IRS filings
Phyllis & Irving Smith Foundation is a private foundation, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 1 grants totaling $193K. Net investment income was $127K.
Ready to take the next step with Phyllis & Irving Smith Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,507,693 | $3,546,985 | $3,579,446 |
| Revenue | $154,108 | $157,889 | $138,916 |
| Expenses | $193,400 | $190,350 | $207,397 |
| Qualifying Distributions | $193,114 | $190,064 | $207,130 |
| Net Investment Income | $127,477 | $84,244 | $59,974 |
| Distributable Amount | $171,950 | $167,806 | $181,508 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Schedule Attached ($192,700).
| Recipient | Purpose | Amount |
|---|---|---|
| SCHEDULE ATTACHED SAN DIEGO, CA | VARIOUS | $192,700 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DEBRA FISHMAN | PRESIDENT | — | — |
| LINDA KIVITZ | V PRES | — | — |
Frequently Asked Questions
How large is Phyllis & Irving Smith Foundation?
As of 2024, Phyllis & Irving Smith Foundation holds $3.5M in total assets with $154K in annual revenue. It awarded 1 grants totaling $193K in 2024.
Where does Phyllis & Irving Smith Foundation operate?
Phyllis & Irving Smith Foundation has awarded grants in California.
What size grants does Phyllis & Irving Smith Foundation award?
In 2024, Phyllis & Irving Smith Foundation awarded 1 grants totaling $193K — an average of about $193K per grant, based on its IRS Form 990 filings.
How much is Phyllis & Irving Smith Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Phyllis & Irving Smith Foundation reported a distributable amount of $172K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Phyllis & Irving Smith Foundation's EIN?
Phyllis & Irving Smith Foundation's EIN (Employer Identification Number) is 22-2506212. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Phyllis & Irving Smith 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.