Smith & Atcheson Fund for Excellence Inc
Smith & Atcheson Fund for Excellence Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Washington, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 8 grants totaling $81K. Net investment income was $73K.
Key facts about Smith & Atcheson Fund for Excellence Inc
- EIN
- 82-3533349
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $81,096
- Grants made (2024)
- 8
- Average grant
- $10,137
- Median grant
- $10,000
- Total assets
- $1,358,383
- Primary geography
- California (57% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Smith & Atcheson Fund for Excellence Inc funds
By grant dollars, the top recipient states for Smith & Atcheson Fund for Excellence Inc's 8 itemized 2024 grants were California (57%), Illinois (18%) and Kentucky (12%). The most frequent recipient cities were Sacramento, CA (2 grants) and Los Angeles, CA (2 grants). 100% of grants with a stated purpose were for general or operating support.
How Smith & Atcheson Fund for Excellence Inc gives
- Giving grew 28% from 2021 to 2024. Method
- In 2024 it paid out 129% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Smith & Atcheson Fund for Excellence Inc
- How to evaluate Smith & Atcheson Fund for Excellence Inc as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
+10.1% YoY
Annual Giving
$81K
+33.8% YoY
Grant Count
8
-27.3% YoY
Avg Grant Size
$10K
+84.0% YoY
Under IRS private-foundation payout rules, Smith & Atcheson Fund for Excellence Inc reported a distributable amount of $64K for 2024 — the minimum it must pay out in qualifying distributions.
About Smith & Atcheson Fund for Excellence Inc
Based on IRS filings
Smith & Atcheson Fund for Excellence Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Washington, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 8 grants totaling $81K. Net investment income was $73K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 8 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,358,383 | $1,233,893 | $1,008,605 |
| Revenue | $97,050 | $65,392 | $58,189 |
| Expenses | $101,924 | $82,739 | $91,815 |
| Qualifying Distributions | $82,826 | $62,671 | $76,442 |
| Net Investment Income | $73,302 | $41,217 | $136,298 |
| Distributable Amount | $64,439 | $56,040 | $57,921 |
Data update history
When this profile's IRS filing data changed on Grantable
- 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
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Mercy for Animals ($15,750), Vegan Outreach ($15,000), Innovative Animal Ag ($10,500).
| Recipient | Purpose | Amount |
|---|---|---|
| MERCY FOR ANIMALS Los Angeles, CA | GENERAL MISSION | $15,750 |
| VEGAN OUTREACH Sacramento, CA | GENERAL MISSION | $15,000 |
| INNOVATIVE ANIMAL AG Sacramento, CA | GENERAL MISSION | $10,500 |
| CHRISTIAN APPALACHIAN PROJECT Lexington, KY | GENERAL MISSION | $10,000 |
| HAZLEHURST IN BLOOM Hazlehurst, MS | GENERAL MISSION | $10,000 |
| FISH WELFARE INITIATIVE Normal, IL | GENERAL MISSION | $9,000 |
| GREENER BY DEFAULT Chicago, IL | GENERAL MISSION | $5,500 |
| NEW ROOTS INSTITUTE Los Angeles, CA | GENERAL MISSION | $5,346 |
Leadership & Key People
Officers and directors from IRS filings
Smith & Atcheson Fund for Excellence Inc is led by Gene M. Smith, President & Founder since 2021 (on filings since 2020); none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Gene M. Smith
President & Founder
Cofounder & President → Founder & President, 2021
On filings since 2020
1 hr/week
No compensation reported
Gail S. Cornell
Board Member
On filings since 2020
1 hr/week
No compensation reported
Rachel K. Atcheson
Secretary
Co-Founder & Secretary → Secretary, 2021
On filings since 2020
1 hr/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.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Smith & Atcheson Fund for Excellence Inc?
Smith & Atcheson Fund for Excellence Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Washington, DC. It holds $1.4M in total assets as of 2024.
How large is Smith & Atcheson Fund for Excellence Inc?
As of 2024, Smith & Atcheson Fund for Excellence Inc holds $1.4M in total assets with $97K in annual revenue. It awarded 8 grants totaling $81K in 2024.
Where does Smith & Atcheson Fund for Excellence Inc operate?
Smith & Atcheson Fund for Excellence Inc has awarded grants in California, Colorado, District of Columbia, Illinois, Kentucky, Massachusetts, Maryland, Mississippi, New Hampshire, New York, Virginia.
What size grants does Smith & Atcheson Fund for Excellence Inc award?
In 2024, Smith & Atcheson Fund for Excellence Inc awarded 8 grants totaling $81K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Smith & Atcheson Fund for Excellence Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Smith & Atcheson Fund for Excellence Inc reported a distributable amount of $64K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Smith & Atcheson Fund for Excellence Inc's EIN?
Smith & Atcheson Fund for Excellence Inc's EIN (Employer Identification Number) is 82-3533349. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.