Smith Family Foundation Trust
Smith Family Foundation Trust is a private foundation, based in Kalamazoo, MI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $397K in total assets. In 2025, it awarded 8 grants totaling $66K. Net investment income was $6K.
Smith Family Foundation Trust at a glance
In short: Smith Family Foundation Trust gave $66K across 8 grants in 2025 (avg $8K), top state Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $66,046
- +312.8% vs 2024
- Grants made (2025)
- 8
- +100.0% vs 2024
- Average grant
- $8,256
- +106.4% vs 2024
- Median grant
- $7,250
- Total assets
- $397,320
- -11.1% vs 2024
- Primary geography
- Indiana (25% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Smith Family Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Culver Educational Foundation ($17K). Together the top 8 received $66K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 26 grants of 26 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Smith Family Foundation Trust gives
- In 2025 it paid out 127% 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 2025, annual grant giving ranged from $5K (2023) to $138K (2020). In 2025 it made 8 grants totaling $66K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Culver Educational Foundation Culver, IN | Scholarships | $16,500 |
| Pella Regional Health Center Found Pella, IA | Radiation Center and Hospice | $12,250 |
| Planned Parenthood Foundation New York, NY | Essential Work and Programs | $10,000 |
| National Ms Society Denver, CO | Research, Advocacy, and Services | $9,000 |
| Aacorn Farm Kalamazoo, MI | Farm Based Skill Building Program | $5,500 |
| Kalamazoo Loaves & Fishes Kalamazoo, MI | Food Program | $5,000 |
| WMU Foundation Kalamazoo, MI | Audiology Program | $4,296 |
| American Civil Liberties Union New York, NY | Programs | $3,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $397,320 | $29,551 | $79,578 | $66,046 | 8 | $66,046 | $6,254 | $52,116 |
| 2024 | $447,081 | $29,675 | $22,080 | $16,000 | 4 | $22,080 | $13,595 | $49,308 |
| 2023 | $416,812 | $12,417 | $11,549 | $4,500 | 3 | $11,549 | $10,951 | $41,673 |
| 2022 | $413,458 | $35,549 | $6,992 | — | — | $6,992 | $28,542 | $40,320 |
| 2021 | $404,141 | $35,106 | $35,651 | $28,500 | 11 | $35,651 | $8,037 | $40,706 |
| 2020 | $494,378 | $175,156 | $143,554 | $138,180 | 28 | — | $21,018 | $35,239 |
Under IRS private-foundation payout rules, Smith Family Foundation Trust reported a distributable amount of $52K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Smith Family Foundation Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Elizabeth S. Nagler
Trustee
On filings since 2020
1.5 hrs/week
No compensation reported
Walter W. Smith
Trustee
On filings since 2020
1.5 hrs/week
No compensation reported
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 Foundation Trust
How much does Smith Family Foundation Trust give each year?
Smith Family Foundation Trust gave $66K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 4 grants.
What is Smith Family Foundation Trust's typical grant size?
Smith Family Foundation Trust's median grant in 2025 was $7,250, and its average grant was $8,256, across 8 grants on its 2025 IRS Form 990-PF.
Where does Smith Family Foundation Trust give grants?
Smith Family Foundation Trust's top state is Indiana, with 25% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Michigan (22%) and New York (20%). The most frequent recipient cities were Kalamazoo, MI (3 grants) and New York, NY (2 grants).
Does Smith Family Foundation Trust give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on Smith Family Foundation Trust's 2025 IRS Form 990-PF were described as general or operating support.
Who are Smith Family Foundation Trust's largest grantees?
Smith Family Foundation Trust's largest 2025 grantees include Culver Educational Foundation ($16,500), Pella Regional Health Center Found ($12,250) and Planned Parenthood Foundation ($10,000), according to its 2025 IRS Form 990-PF. Together they received 59% of its itemized 2025 grant dollars.
How large is Smith Family Foundation Trust?
Smith Family Foundation Trust reported $397K in total assets on its 2025 IRS Form 990-PF. It paid out $66K in qualifying distributions that year, against a required minimum of $52K (roughly 5% of its investment assets).
What is Smith Family Foundation Trust's EIN?
Smith Family Foundation Trust's EIN (Employer Identification Number) is 42-1281184. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 10, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 28, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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