Smith Family Benevolent Fund

Foundation · Grantmaker Sudbury, MA EIN: 47-0812065

Smith Family Benevolent Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Sudbury, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $905K in total assets. In 2025, it awarded 18 grants totaling $134K. Net investment income was $280K.

Key facts about Smith Family Benevolent Fund

In short: Smith Family Benevolent Fund gave $134K across 18 grants in 2025 (avg $7K), top state New York. 6% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
47-0812065
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$134,064
Grants made (2025)
18
Average grant
$7,448
Median grant
$8,814
New grantees (estimate)
6% first-time grantees (1 of 18, 2025)
Total assets
$904,828
Primary geography
New York (31% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$905K

-50.9% YoY

Annual Giving

$134K

+31.0% YoY

Grant Count

18

-5.3% YoY

Avg Grant Size

$7K

+38.3% YoY

Is Smith Family Benevolent Fund open to new grantees?

6%

first-time grantees, 2025

In 2025, 1 of 18 grantees (6%) were first-time recipients. First grants averaged $6K; repeat grants $8K. How we count

Medians: $6K first-time, $10K repeat.

  • 94% of 2025 grantees were also funded in 2024. Method
  • Giving grew 68% from 2022 to 2025. Method
  • In 2023 it paid out 119% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

13states

Share of all 18 itemized 2025 grant dollars.

Cities

WashingtonNew YorkChevy ChaseDecaturMahwahMilfordLongmontAstoriaHagerstownAlbert LeaAmericusAtlantaBostonOaklandPhiladelphiaGreat NeckLos AngelesOmahaSan Fransico

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K9 grants202010 grants202110 grants202210 grants202319 grants202418 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Planned Parenthood Federation of America: $14KPlanned Parenthood Federationof America$14KFos Feminista: $14KFos Feminista$14KStrive: $10KStrive$10KStand up for Kids Inc: $10KStand up for Kids Inc$10KHuman Rights First: $10KHuman Rights First$10KCharitywater: $10KCharitywater$10KEqual Justice Works: $10KEqual Justice Works$10KFirst Nations Development Center: $10KFirst Nations DevelopmentCenter$10KAiu Foundation: $10KAiu Foundation$10KAmerican Civil Liberties Union Foundation: $8KAmerican Civil Liberties UnionFoundation$8K

Grant Size Distribution

67 grants across all recorded years

67<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
PLANNED PARENTHOOD FEDERATION OF AMERICA Washington, DCCONTRIBUTION$13,535
FOS FEMINISTA New York, NYCONTRIBUTION$13,534
STRIVE New York, NYCONTRIBUTION$10,134
STAND UP FOR KIDS INC Decatur, GACONTRIBUTION$10,134
HUMAN RIGHTS FIRST New York, NYCONTRIBUTION$10,111
CHARITYWATER Hagerstown, MDCONTRIBUTION$10,049
EQUAL JUSTICE WORKS Washington, DCGENERAL CONTRIBUTION$10,048
FIRST NATIONS DEVELOPMENT CENTER Longmont, COCONTRIBUTION$10,017
AIU FOUNDATION Astoria, ORCONTRIBUTION$10,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION New York, NYCONTRIBUTION$7,628

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K202020212022202320242025
Metric202520242023
Total Assets$904,828$1,843,209$1,381,201
Revenue$281,079$58,174$41,653
Expenses$134,864$103,021$80,100
Qualifying Distributions$134,064—$80,100
Net Investment Income$280,279$66,005$41,653
Distributable Amount——$67,445

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 15, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 25, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS June 4, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Smith Family Benevolent Fund is led by Andrew R. Smith, President since 2021 (on filings since 2020); none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Andrew R. Smith

    President

    Board of Direcotors → President, 2021

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Carey V. Smith

    Secretary & Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jennifer R. Knapp

    Board of Directors

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Martin K. Smith

    Board of Directors

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Patricia K. Smith

    Vice President

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Sanford V. Smith (2020) — President

Data from IRS Form 990 filings, 2020–2025. "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 Smith Family Benevolent Fund

How much does Smith Family Benevolent Fund give each year?

Smith Family Benevolent Fund gave $134K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $102K across 19 grants.

What is Smith Family Benevolent Fund's typical grant size?

Smith Family Benevolent Fund's median grant in 2025 was $8,814, and its average grant was $7,448, across 18 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Smith Family Benevolent Fund that year got $6K on average.

Where does Smith Family Benevolent Fund give grants?

Smith Family Benevolent Fund's top state is New York, with 31% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were District of Columbia (19%) and Georgia (13%). The most frequent recipient cities were New York, NY (4 grants) and Washington, DC (3 grants).

Does Smith Family Benevolent Fund give general operating support?

Yes: 11% of Smith Family Benevolent Fund's 2025 grants with a stated purpose (2 of 18) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Contribution" (16 grants).

Who are Smith Family Benevolent Fund's largest grantees?

Smith Family Benevolent Fund's largest 2025 grantees include Planned Parenthood Federation of America ($13,535), Fos Feminista ($13,534) and Strive ($10,134), according to its 2025 IRS Form 990-PF. Together they received 28% of its itemized 2025 grant dollars.

How large is Smith Family Benevolent Fund?

Smith Family Benevolent Fund reported $905K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $281K.

What is Smith Family Benevolent Fund?

Smith Family Benevolent Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Sudbury, MA. It holds $905K in total assets as of 2025.

What is Smith Family Benevolent Fund's EIN?

Smith Family Benevolent Fund's EIN (Employer Identification Number) is 47-0812065. IRS Form 990 filing data is available on this page for 2020–2025.

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

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