Sally & Julius Smolen Foundation
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
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.
Ready to take the next step with Sally & Julius Smolen Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUSAN SHERIDAN | PRESIDENT | 1 | — |
| JAY ROSENSTEIN | TREASURER | 0.5 | — |
| ROBERT SCHLOSS | SECRETARY | 0.5 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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