Smerge Family Foundation
Smerge Family Foundation is a private foundation, 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.
Smerge Family Foundation at a glance
In short: Smerge Family Foundation gave $125K across 8 grants in 2024 (avg $16K), mostly in Illinois. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $124,700
- Grants made (2024)
- 8
- Average grant
- $15,588
- Median grant
- $5,100
- Total assets
- $257,822
- -23.5% vs 2023
- Primary geography
- Illinois (60% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Smerge Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was Fenwick High School ($75K). Together the top 8 received $125K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 19 grants of 20 (95%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $6K (2020) to $125K (2024). In 2024 it made 8 grants totaling $125K.
Grants by year
Grant recipients and amounts by year
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $257,822 | $54,119 | $133,540 | $124,700 | 8 | $126,200 | $46,779 | $17,573 |
| 2023 | $337,201 | $19,889 | $7,736 | — | — | $500 | $12,653 | $18,264 |
| 2022 | $325,094 | $17,486 | $17,602 | $10,000 | 2 | $10,500 | $10,497 | $18,104 |
| 2021 | $325,421 | $43,618 | $64,443 | $57,000 | 8 | $57,500 | $36,675 | $21,171 |
| 2020 | $346,327 | $25,720 | $13,005 | $5,500 | 2 | — | $18,715 | $18,993 |
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.
Leadership & Key People
Officers and directors from IRS filings
Smerge Family Foundation is led by Raymond G. Smerge, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Raymond G. Smerge
President
On filings since 2020
5 hrs/week
No compensation reported
Mark R. Smerge
Director
On filings since 2020
1 hr/week
No compensation reported
Patricia A. Smerge
Director
On filings since 2020
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Smerge Family Foundation
How much does Smerge Family Foundation give each year?
Smerge Family Foundation gave $125K across 8 grants in 2024, according to its 2024 IRS Form 990-PF.
What is Smerge Family Foundation's typical grant size?
Smerge Family Foundation's median grant in 2024 was $5,100, and its average grant was $15,588, across 8 grants on its 2024 IRS Form 990-PF.
Where does Smerge Family Foundation give grants?
Smerge Family Foundation gives mostly in Illinois: 60% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New York (20%) and Texas (11%). The most frequent recipient cities were Dallas, TX (2 grants).
Does Smerge Family Foundation give general operating support?
Yes: 88% of Smerge Family Foundation's 2024 grants with a stated purpose (7 of 8) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Smerge Family Foundation's largest grantees?
Smerge Family Foundation's largest 2024 grantees include Fenwick High School ($75,000), The Dominican Friars Foundation ($25,000) and The Catholic Foundation ($10,000), according to its 2024 IRS Form 990-PF. Together they received 88% of its itemized 2024 grant dollars.
How large is Smerge Family Foundation?
Smerge Family Foundation reported $258K in total assets on its 2024 IRS Form 990-PF. It paid out $126K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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