Smith Shirley a-Smith Mem Fund-Tr
Smith Shirley a-Smith Mem Fund-Tr is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.0M in total assets. In 2025, it awarded 8 grants totaling $145K. Net investment income was $200K.
Smith Shirley a-Smith Mem Fund-Tr at a glance
In short: Smith Shirley a-Smith Mem Fund-Tr gave $145K across 8 grants in 2025 (avg $18K), top state Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $144,736
- +0.0% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $18,092
- +0.0% vs 2024
- Median grant
- $18,092
- Total assets
- $3,037,982
- +1.2% vs 2024
- Primary geography
- Pennsylvania (38% 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 Shirley a-Smith Mem Fund-Tr funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Lions Clubs International Foundation ($18K). Together the top 8 received $145K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 40 grants of 40 (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 Shirley a-Smith Mem Fund-Tr gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $143K (2019) to $162K (2020). In 2025 it made 8 grants totaling $145K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lions Clubs International Foundation Oak Brook, IL | General Operating | $18,092 |
| Center for Family Services Inc Meadville, PA | General Operating | $18,092 |
| The Sight Center of Northwest PA Erie, PA | General Operating | $18,092 |
| The Salvation Army West Nyack, NY | General Operating | $18,092 |
| Women's Services Inc Meadville, PA | General Operating | $18,092 |
| American Cancer Society Inc Oklahoma City, OK | General Operating | $18,092 |
| American Red Cross Washington DC, DC | General Operating | $18,092 |
| Shriners Hospitals for Children Tampa, FL | General Operating | $18,092 |
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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 | $3,037,982 | $225,243 | $188,027 | $144,736 | 8 | $160,369 | $199,633 | $173,030 |
| 2024 | $3,001,509 | $186,991 | $184,300 | $144,736 | 8 | $159,793 | $161,065 | $166,913 |
| 2023 | $2,997,839 | $129,402 | $195,663 | $159,670 | 8 | $173,346 | $107,296 | $172,399 |
| 2022 | $3,045,588 | $230,107 | $206,720 | $158,456 | 8 | $172,923 | $205,453 | $155,856 |
| 2021 | $3,022,370 | $415,186 | $192,746 | $150,896 | 8 | $166,741 | $388,302 | $175,446 |
| 2020 | $2,799,966 | $109,122 | $196,511 | $161,952 | 8 | — | $88,489 | $152,379 |
| 2019 | $2,887,354 | $179,401 | $174,476 | $142,530 | 8 | — | $156,450 | $153,243 |
Under IRS private-foundation payout rules, Smith Shirley a-Smith Mem Fund-Tr reported a distributable amount of $173K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Smith Shirley a-Smith Mem Fund-Tr's only listed officer is BNY Mellon N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
BNY Mellon N A
Trustee
On filings since 2019
1 hr/week
$29K (2019) → $39K (2025)
Data from IRS Form 990 filings, 2019–2025. "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
The highest reported compensation on the 2025 filing was $39K, to BNY Mellon N a (Trustee).
Frequently asked questions about Smith Shirley a-Smith Mem Fund-Tr
How much does Smith Shirley a-Smith Mem Fund-Tr give each year?
Smith Shirley a-Smith Mem Fund-Tr gave $145K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $145K across 8 grants.
What is Smith Shirley a-Smith Mem Fund-Tr's typical grant size?
Smith Shirley a-Smith Mem Fund-Tr's median grant in 2025 was $18,092, and its average grant was $18,092, across 8 grants on its 2025 IRS Form 990-PF.
Where does Smith Shirley a-Smith Mem Fund-Tr give grants?
Smith Shirley a-Smith Mem Fund-Tr's top state is Pennsylvania, with 38% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Illinois (13%) and New York (13%). The most frequent recipient cities were Meadville, PA (2 grants).
Does Smith Shirley a-Smith Mem Fund-Tr give general operating support?
Yes: 100% of Smith Shirley a-Smith Mem Fund-Tr's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Smith Shirley a-Smith Mem Fund-Tr's largest grantees?
Smith Shirley a-Smith Mem Fund-Tr's largest 2025 grantees include Lions Clubs International Foundation ($18,092), Center for Family Services Inc ($18,092) and The Sight Center of Northwest PA ($18,092), according to its 2025 IRS Form 990-PF. Together they received 38% of its itemized 2025 grant dollars.
How large is Smith Shirley a-Smith Mem Fund-Tr?
Smith Shirley a-Smith Mem Fund-Tr reported $3.0M in total assets on its 2025 IRS Form 990-PF. It paid out $160K in qualifying distributions that year, against a required minimum of $173K (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 is Smith Shirley a-Smith Mem Fund-Tr's EIN?
Smith Shirley a-Smith Mem Fund-Tr's EIN (Employer Identification Number) is 25-6291905. IRS Form 990 filing data is available on this page for 2019–2025.
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 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
Live grants for the work Smith Shirley a-Smith Mem Fund-Tr funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Smith Shirley a-Smith Mem Fund-Tr's focus areas in our free grants database
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