Smith H K and P G Charitable Fnd

Private foundation · Grantmaker Dallas, TX EIN: 42-6626753

Smith H K and P G Charitable Fnd is a private foundation based in Dallas, Texas. In 2025, it reported 13 grants totaling $6,833 to charitable organizations.

Key facts about Smith H K and P G Charitable Fnd

In short: Smith H K and P G Charitable Fnd gave $7K across 13 grants in 2025 (avg $525.615), mostly in New Jersey. Source: 2025 IRS Form 990-PF.

EIN
42-6626753
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$6,833
Grants made (2025)
13
Average grant
$526
Median grant
$300
Total assets
$239,780
Primary geography
New Jersey (51% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests. Full details ↓

Data from IRS Form 990-PF, 2025; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$240K

+4.8% YoY

Annual Giving

$7K

-38.7% YoY

Grant Count

13

-23.5% YoY

Avg Grant Size

$525.615

-19.9% YoY

Under IRS private-foundation payout rules, Smith H K and P G Charitable Fnd reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.

How Smith H K and P G Charitable Fnd gives

  • 46% of 2025 grantees were also funded in 2024. Method
  • Giving fell 76% from 2022 to 2025. Method
  • In 2025 it paid out 52% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants included support for religious organizations, a maritime alumni fund, a humanitarian organization, and a community service center. World Vision describes its own mission as addressing poverty and injustice through work with children, families, and communities worldwide, including emergency relief and long-term community development. Falmouth Service Center describes its mission as easing stress, reducing hunger, and improving quality of life for neighbors in need.

Grantmaking

In 2025, the foundation gave 13 grants totaling $6,833. Grant amounts ranged from $50 to $3,500, with a median grant of $300.

Among the largest reported grants were $3,500 to USMMA Alumni Fund for unrestricted general support; $733 to World Vision for unrestricted general support; $585 to St Joseph Guardian Church for unrestricted general support; and $500 to Falmouth Service Center for unrestricted general support. Other listed recipients included St Francis Chapel ($405), St Joseph Parish ($300), Catholic Appeal - Braintree ($300), Sacred Heart Church ($120), St Joseph Church ($120), Rosie’s Place ($100), St Francis Church ($60), and St Ignatius Loyola ($60).

How to Apply

The foundation does not accept unsolicited requests. It makes contributions only to preselected charitable organizations.

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Geographic Focus

Where this funder awards grants

In 2025, grant dollars were distributed among recipients in New Jersey (51%), Massachusetts (37%), Washington (11%), and Tennessee (1%).

Grant Distribution by State

9states

Share of 2025 grant dollars across all 13 itemized grants.

Cities

BostonFalmouthWashington DCNeedhamBraintreeHyannisCentervilleChestnut HillEast FalmouthLongboat KeyNew BedfordNewarkBrooklineFall RiverGwyneddKings PointMarbleheadMedfordMemphisNew York

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grant2020 16 grants2021 23 grants2022 17 grants2023 17 grants2024 13 grants2025

From 2020 to 2025, annual grant giving ranged from $7K (2025) to $28K (2022). In 2025 it made 13 grants totaling $7K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Usmma Alumni Fund: $4KUsmma Alumni Fund$4KWorld Vision: $733World Vision$733St Joseph Guardian Church: $585St Joseph Guardian Church$585Falmouth Service Center: $500Falmouth Service Center$500St Francis Chapel: $405St Francis Chapel$405St Joseph Parish: $300St Joseph Parish$300Catholic Appeal - Braintree: $300Catholic Appeal - Braintree$300Sacred Heart Church: $120Sacred Heart Church$120St Joseph Church: $120St Joseph Church$120Rosie's Place: $100Rosie's Place$100

The largest 2025 recipient was Usmma Alumni Fund ($4K). Together the top 10 received $7K.

Grant Size Distribution

86 grants across all recorded years

86<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 86 grants of 86 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Usmma Alumni Fund Newark, NJUnresticted General Support$3,500
World Vision Washington DC, WAUnrestricted General$733
St Joseph Guardian Church Boston, MAUnrestricted General$585
Falmouth Service Center Falmouth, MAUnrestricted General$500
St Francis Chapel Boston, MAUnresticted General Support$405
St Joseph Parish Needham, MAUnrestricted General$300
Catholic Appeal - Braintree Braintree, MAUnrestricted General$300
Sacred Heart Church Boston, MAUnresticted General Support$120
St Joseph Church Needham, MAUnresticted General Support$120
Rosie's Place Boston, MAUnrestricted General$100

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $239,780 $23,456 $12,265 $6,833
2024 $228,746 $23,966 $16,487 $11,154
2023 $221,325 $10,923 $16,689 $11,761
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$239,780$228,746$221,325
Revenue$23,456$23,966$10,923
Expenses$12,265$16,487$16,689
Qualifying Distributions$8,698$13,240$13,696
Net Investment Income$20,562$20,627$7,931
Distributable Amount$16,756$15,809$13,890

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 28, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 19, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 31, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Patricia G Smith as trustee and Bank of America as agent for fiduciary.

Smith H K and P G Charitable Fnd's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Patricia G. Smith

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Bank Of America

    Agent for Fiduciary

    On filings since 2020

    1 hr/week

    $4K (2020) → $3K (2025)

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.

Compensation Overview

From 2025 IRS filing

Bank of America — Agent for Fiduciary: $3KBank of AmericaAgent for Fiduciary$3K

The highest reported compensation on the 2025 filing was $3K, to Bank of America (Agent for Fiduciary).

Contact

Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275

Frequently asked questions about Smith H K and P G Charitable Fnd

How much does Smith H K and P G Charitable Fnd give each year?

Smith H K and P G Charitable Fnd gave $7K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 17 grants.

What is Smith H K and P G Charitable Fnd's typical grant size?

Smith H K and P G Charitable Fnd's median grant in 2025 was $300, and its average grant was $526, across 13 grants on its 2025 IRS Form 990-PF.

Where does Smith H K and P G Charitable Fnd give grants?

Smith H K and P G Charitable Fnd gives mostly in New Jersey: 51% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (37%) and Washington (11%). The most frequent recipient cities were Boston, MA (4 grants) and Needham, MA (2 grants).

Does Smith H K and P G Charitable Fnd give general operating support?

Yes: 100% of Smith H K and P G Charitable Fnd's 2025 grants with a stated purpose (13 of 13) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Smith H K and P G Charitable Fnd's largest grantees?

Smith H K and P G Charitable Fnd's largest 2025 grantees include Usmma Alumni Fund ($3,500), World Vision ($733) and St Joseph Guardian Church ($585), according to its 2025 IRS Form 990-PF. Together they received 71% of its itemized 2025 grant dollars.

How large is Smith H K and P G Charitable Fnd?

Smith H K and P G Charitable Fnd reported $240K in total assets on its 2025 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Smith H K and P G Charitable Fnd fund?

No mission statement for the foundation is provided. Its 2025 grants included support for religious organizations, a maritime alumni fund, a humanitarian organization, and a community service center. See mission & focus areas ↑

How do I apply for a grant from Smith H K and P G Charitable Fnd?

The foundation does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Smith H K and P G Charitable Fnd's EIN?

Smith H K and P G Charitable Fnd's EIN (Employer Identification Number) is 42-6626753. IRS Form 990 filing data is available on this page for 2020–2025.

Does Smith H K and P G Charitable Fnd accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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