Smerge Family Foundation

Foundation · Grantmaker 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.

Key facts about Smerge Family Foundation

EIN: 20-2710155
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $124,700
Grants made (2024): 8
Average grant: $15,588
Median grant: $5,100
Total assets: $257,822
Primary geography: Illinois (60% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Smerge Family Foundation funds

By grant dollars, the top recipient states for Smerge Family Foundation's 8 itemized 2024 grants were Illinois (60%), New York (20%) and Texas (11%). The most frequent recipient cities were Dallas, TX (2 grants). 88% of grants with a stated purpose were for general or operating support.

How Smerge Family Foundation gives

Giving grew 119% from 2021 to 2024. Method
In 2024 it paid out 718% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Smerge Family Foundation

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$258K

-23.5% YoY

Annual Giving

$125K

Grant Count

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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $75K (60%)

New York $25K (20%)

Texas $14K (11%)

Tennessee $5K (4%)

District of Columbia $5K (4%)

All other $1K (1%)

Share of all 8 itemized 2024 grant dollars.

States

District of Columbia Illinois Maryland New York Tennessee Texas Virginia

Cities

DallasMemphisOak ParkAustinBaltimoreCorsicanaNew YorkRestonWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Fenwick High School ($75,000), The Dominican Friars Foundation ($25,000), The Catholic Foundation ($10,000).

Recipient	Purpose	Amount
FENWICK HIGH SCHOOL Oak Park, IL	UNRESTRICTED GENERAL	$75,000
THE DOMINICAN FRIARS FOUNDATION New York, NY	UNRESTRICTED GENERAL	$25,000
THE CATHOLIC FOUNDATION Dallas, TX	FOR THE PHILANTHROPY FUND	$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL Memphis, TN	UNRESTRICTED GENERAL	$5,200
PARALYZED VETERANS OF AMERICA Washington, DC	UNRESTRICTED GENERAL	$5,000
UT SOUTHWESTERN MEDICAL CENTER Dallas, TX	UNRESTRICTED GENERAL	$2,500
CATHOLIC RELIEF SERVICES Baltimore, MD	UNRESTRICTED GENERAL	$1,000
DPS TROOPERS FOUNDATION (DPSTF) Austin, TX	UNRESTRICTED GENERAL	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Raymond G Smerge	President	5	—
Patricia a Smerge	Director	5	—
Mark R Smerge	Director	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

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.