Robert L Smith Jr Memorial Education Fund

RALEIGH, NC EIN: 56-1709175

Robert L Smith Jr Memorial Education Fund is a private foundation, based in RALEIGH, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $50K in total assets. In 2024, it awarded 4 grants totaling $4K. Net investment income was $2K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$50K

-6.3% YoY

Annual Giving

$4K

-5.3% YoY

Grant Count

4

+33.3% YoY

Avg Grant Size

$1K

-29.0% YoY

Under IRS private-foundation payout rules, Robert L Smith Jr Memorial Education Fund reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert L Smith Jr Memorial Education Fund

Based on IRS filings

Robert L Smith Jr Memorial Education Fund is a private foundation, based in RALEIGH, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $50K in total assets. In 2024, it awarded 4 grants totaling $4K. Net investment income was $2K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

FarmvilleFountain

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2K$4K$7K$9K20202021202220232024
Metric202420232022
Total Assets$50,120$53,492$55,625
Revenue$2,714$2,684$2,373
Expenses$6,086$4,817$7,880
Qualifying Distributions$4,475$4,725$7,430
Net Investment Income$1,853$2,592$1,923
Distributable Amount$4,393$3,894$4,659

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$5K$7K2 grants20203 grants20214 grants20223 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Rebecca Davenport$1KKyle Elizabeth Burnette$1KAnnaelxa MarieJose Ponce…$1KAvery Johnson$500

Grant Size Distribution

16 grants across all recorded years

16<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Rebecca Davenport ($1,325), Kyle Elizabeth Burnette ($1,325), Annaelxa MarieJose Ponce-Castello ($1,325).

RecipientPurposeAmount
Rebecca Davenport Farmville, NCEducationa$1,325
Kyle Elizabeth Burnette Fountain, NCEducation$1,325
Annaelxa MarieJose Ponce-Castello Farmville, NCEducation$1,325
Avery Johnson Farmville, NCEducation$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BUXTON S COPELANDTRUSTEE0.2
BILL DAVISCOMMITTEE MEMBER0.06
CARL W BLACKWOODCOMMITTEE MEMBER0.2
BILL BASSCOMMITTEE MEMBER0.06

Frequently Asked Questions

How large is Robert L Smith Jr Memorial Education Fund?

As of 2024, Robert L Smith Jr Memorial Education Fund holds $50K in total assets with $3K in annual revenue. It awarded 4 grants totaling $4K in 2024.

Where does Robert L Smith Jr Memorial Education Fund operate?

Robert L Smith Jr Memorial Education Fund has awarded grants in North Carolina.

What size grants does Robert L Smith Jr Memorial Education Fund award?

In 2024, Robert L Smith Jr Memorial Education Fund awarded 4 grants totaling $4K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Robert L Smith Jr Memorial Education Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert L Smith Jr Memorial Education Fund reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert L Smith Jr Memorial Education Fund's EIN?

Robert L Smith Jr Memorial Education Fund's EIN (Employer Identification Number) is 56-1709175. 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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