Smith Shirley a-Smith Mem Fund-Tr
Smith Shirley a-Smith Mem Fund-Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Key facts about Smith Shirley a-Smith Mem Fund-Tr
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.
- EIN
- 25-6291905
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $144,736
- Grants made (2025)
- 8
- Average grant
- $18,092
- Median grant
- $18,092
- Total assets
- $3,037,982
- Primary geography
- Pennsylvania (38% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.0M
+1.2% YoY
Annual Giving
$145K
+0.0% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$18K
+0.0% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 8 itemized 2025 grant dollars.
Cities
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 2025
Grant Size Distribution
40 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,037,982 | $3,001,509 | $2,997,839 |
| Revenue | $225,243 | $186,991 | $129,402 |
| Expenses | $188,027 | $184,300 | $195,663 |
| Qualifying Distributions | $160,369 | $159,793 | $173,346 |
| Net Investment Income | $199,633 | $161,065 | $107,296 |
| Distributable Amount | $173,030 | $166,913 | $172,399 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated 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)
- 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)
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
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).
What is Smith Shirley a-Smith Mem Fund-Tr?
Smith Shirley a-Smith Mem Fund-Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pittsburgh, PA. It holds $3.0M in total assets as of 2025.
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.
Here's the math on researching Smith Shirley a-Smith Mem Fund-Tr by hand.
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