Smart & Final Education Foundation is a private foundation focused on Education, based in COMMERCE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 1 grants totaling $143K. Net investment income was $203K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
+6.1% YoY
Annual Giving
$143K
+30.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$143K
+30.4% YoY
Under IRS private-foundation payout rules, Smart & Final Education Foundation reported a distributable amount of $136K for 2024 — the minimum it must pay out in qualifying distributions.
About Smart & Final Education Foundation
Based on IRS filings
Smart & Final Education Foundation is a private foundation focused on Education, based in COMMERCE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 1 grants totaling $143K. Net investment income was $203K.
Focus Areas
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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 | $2,831,483 | $2,667,643 | $2,373,867 |
| Revenue | $316,799 | $227,245 | $258,530 |
| Expenses | $199,022 | $155,953 | $164,886 |
| Qualifying Distributions | $170,372 | $138,384 | $145,430 |
| Net Investment Income | $202,530 | $116,676 | $112,234 |
| Distributable Amount | $135,900 | $122,593 | $121,557 |
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 California Grocers Association ($143,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CALIFORNIA GROCERS ASSOCIATION SACRAMENTO, CA | PIGGYBACK SCHOLARSHIP PROGRAM | $143,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TETSU TANIMOTO | CHAIRMAN & DIRECTOR | 1 | — |
| RICHARD PHEGLEY | CFO & DIRECTOR | 1 | — |
| JOHN BONICATTO | DIRECTOR | 1 | — |
| DONALD BUTTERFIELD | DIRECTOR | 1 | — |
| CYNTHIA MCCLOUD | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Smart & Final Education Foundation?
Smart & Final Education Foundation is a private foundation focused on Education, based in COMMERCE, CA. It holds $2.8M in total assets as of 2024.
How large is Smart & Final Education Foundation?
As of 2024, Smart & Final Education Foundation holds $2.8M in total assets with $317K in annual revenue. It awarded 1 grants totaling $143K in 2024.
Where does Smart & Final Education Foundation operate?
Smart & Final Education Foundation has awarded grants in California.
What size grants does Smart & Final Education Foundation award?
In 2024, Smart & Final Education Foundation awarded 1 grants totaling $143K — an average of about $143K per grant, based on its IRS Form 990 filings.
How much is Smart & Final Education Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Smart & Final Education Foundation reported a distributable amount of $136K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Smart & Final Education Foundation's EIN?
Smart & Final Education Foundation's EIN (Employer Identification Number) is 95-4800664. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Smart & Final Education 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.
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