Smerge Family Foundation

DALLAS, TX EIN: 20-2710155

Smerge Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $258K in total assets. In 2024, it awarded 8 grants totaling $125K. Net investment income was $47K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$258K

-23.5% YoY

Annual Giving

$125K

Grant Count

8

Avg Grant Size

$16K

Under IRS private-foundation payout rules, Smerge Family Foundation reported a distributable amount of $18K for 2024 — the minimum it must pay out in qualifying distributions.

About Smerge Family Foundation

Based on IRS filings

Smerge Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $258K in total assets. In 2024, it awarded 8 grants totaling $125K. Net investment income was $47K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

AustinBaltimoreCorsicanaDallasMemphisNew YorkOak ParkRestonWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$37K$73K$110K$147K20202021202220232024
Metric202420232022
Total Assets$257,822$337,201$325,094
Revenue$54,119$19,889$17,486
Expenses$133,540$7,736$17,602
Qualifying Distributions$126,200$500$10,500
Net Investment Income$46,779$12,653$10,497
Distributable Amount$17,573$18,264$18,104

Giving Over Time

Total grant dollars and number of grants per year

$0$31K$62K$94K$125K2 grants20208 grants20212 grants20220 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

FENWICK HIGH SCHOOL$75KTHE DOMINICAN FRIARS FOU…$25KTHE CATHOLIC FOUNDATION$10KST JUDE CHILDREN'S RESEA…$5KPARALYZED VETERANS OF AM…$5KUT SOUTHWESTERN MEDICAL …$3KCATHOLIC RELIEF SERVICES$1KDPS TROOPERS FOUNDATION …$1K

Grant Size Distribution

20 grants across all recorded years

19<$50K1$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 Fenwick High School ($75,000), The Dominican Friars Foundation ($25,000), The Catholic Foundation ($10,000).

RecipientPurposeAmount
THE CATHOLIC FOUNDATION DALLAS, TXFOR THE PHILANTHROPY FUND$10,000
FENWICK HIGH SCHOOL OAK PARK, ILUNRESTRICTED GENERAL$75,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL MEMPHIS, TNUNRESTRICTED GENERAL$5,200
PARALYZED VETERANS OF AMERICA WASHINGTON, DCUNRESTRICTED GENERAL$5,000
CATHOLIC RELIEF SERVICES BALTIMORE, MDUNRESTRICTED GENERAL$1,000
UT SOUTHWESTERN MEDICAL CENTER DALLAS, TXUNRESTRICTED GENERAL$2,500
DPS TROOPERS FOUNDATION (DPSTF) AUSTIN, TXUNRESTRICTED GENERAL$1,000
THE DOMINICAN FRIARS FOUNDATION NEW YORK, NYUNRESTRICTED GENERAL$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RAYMOND G SMERGEPRESIDENT5
PATRICIA A SMERGEDIRECTOR5
MARK R SMERGEDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Smerge Family Foundation?

Smerge Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $258K in total assets as of 2024.

How large is Smerge Family Foundation?

As of 2024, Smerge Family Foundation holds $258K in total assets with $54K in annual revenue. It awarded 8 grants totaling $125K in 2024.

Where does Smerge Family Foundation operate?

Smerge Family Foundation has awarded grants in District of Columbia, Illinois, Maryland, New York, Tennessee, Texas, Virginia.

What size grants does Smerge Family Foundation award?

In 2024, Smerge Family Foundation awarded 8 grants totaling $125K — an average of about $16K per grant, based on its IRS Form 990 filings.

How much is Smerge Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Smerge Family Foundation reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Smerge Family Foundation's EIN?

Smerge Family Foundation's EIN (Employer Identification Number) is 20-2710155. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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