Sally & Julius Smolen Foundation

STAMFORD, CT EIN: 23-7031674

Sally & Julius Smolen Foundation is a private foundation, based in STAMFORD, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.9M in total assets. In 2024, it awarded 3 grants totaling $240K. Net investment income was $209K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.9M

-0.7% YoY

Annual Giving

$240K

+26.3% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$80K

+68.4% YoY

Under IRS private-foundation payout rules, Sally & Julius Smolen Foundation reported a distributable amount of $654K for 2024 — the minimum it must pay out in qualifying distributions.

About Sally & Julius Smolen Foundation

Based on IRS filings

Sally & Julius Smolen Foundation is a private foundation, based in STAMFORD, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.9M in total assets. In 2024, it awarded 3 grants totaling $240K. Net investment income was $209K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BronxLawrenceNew RochelleProvidenceRocklandWarwick

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$552K$1M$2M$2M20202021202220232024
Metric202420232022
Total Assets$5,899,358$5,940,305$5,609,501
Revenue$214,156$537,473$182,546
Expenses$255,103$206,669$239,396
Qualifying Distributions$240,000$190,000$230,000
Net Investment Income$208,689$520,804$275,501
Distributable Amount$654,465$551,303$498,569

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$999K$1M$2M3 grants20203 grants20212 grants20224 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

WILDLIFE CONSERVATION$120KFOSTER PARROTS$118KESTHER'S AID$2K

Grant Size Distribution

15 grants across all recorded years

5<$50K4$50–100K5$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Wildlife Conservation ($120,000), Foster Parrots ($118,000), Esther's Aid ($2,000).

RecipientPurposeAmount
ESTHER'S AID NEW ROCHELLE, NYGENERAL$2,000
FOSTER PARROTS ROCKLAND, MAGENERAL$118,000
WILDLIFE CONSERVATION BRONX, NYGENERAL$120,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SUSAN SHERIDANPRESIDENT1
JAY ROSENSTEINTREASURER0.5
ROBERT SCHLOSSSECRETARY0.5

Frequently Asked Questions

How large is Sally & Julius Smolen Foundation?

As of 2024, Sally & Julius Smolen Foundation holds $5.9M in total assets with $214K in annual revenue. It awarded 3 grants totaling $240K in 2024.

Where does Sally & Julius Smolen Foundation operate?

Sally & Julius Smolen Foundation has awarded grants in Massachusetts, New York, Rhode Island.

What size grants does Sally & Julius Smolen Foundation award?

In 2024, Sally & Julius Smolen Foundation awarded 3 grants totaling $240K — an average of about $80K per grant, based on its IRS Form 990 filings.

How much is Sally & Julius Smolen Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sally & Julius Smolen Foundation reported a distributable amount of $654K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Sally & Julius Smolen Foundation's EIN?

Sally & Julius Smolen Foundation's EIN (Employer Identification Number) is 23-7031674. 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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