Smith Shirley a-Smith Mem Fund-Tr

Foundation · Grantmaker Pittsburgh, PA EIN: 25-6291905

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

6states

Share of all 8 itemized 2025 grant dollars.

Cities

MeadvilleErieOak BrookOklahoma CityTampaWest NyackWashingtonWashington DC

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K8 grants20198 grants20208 grants20218 grants20228 grants20238 grants20248 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Lions Clubs International Foundation: $18KLions Clubs InternationalFoundation$18KCenter for Family Services Inc: $18KCenter for Family Services Inc$18KThe Sight Center of Northwest PA: $18KThe Sight Center of NorthwestPA$18KThe Salvation Army: $18KThe Salvation Army$18KWomen's Services Inc: $18KWomen's Services Inc$18KAmerican Cancer Society Inc: $18KAmerican Cancer Society Inc$18KAmerican Red Cross: $18KAmerican Red Cross$18KShriners Hospitals for Children: $18KShriners Hospitals forChildren$18K

Grant Size Distribution

40 grants across all recorded years

40<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
LIONS CLUBS INTERNATIONAL FOUNDATION Oak Brook, ILGENERAL OPERATING$18,092
CENTER FOR FAMILY SERVICES INC Meadville, PAGENERAL OPERATING$18,092
THE SIGHT CENTER OF NORTHWEST PA Erie, PAGENERAL OPERATING$18,092
THE SALVATION ARMY West Nyack, NYGENERAL OPERATING$18,092
WOMEN'S SERVICES INC Meadville, PAGENERAL OPERATING$18,092
AMERICAN CANCER SOCIETY INC Oklahoma City, OKGENERAL OPERATING$18,092
AMERICAN RED CROSS Washington DC, DCGENERAL OPERATING$18,092
SHRINERS HOSPITALS FOR CHILDREN Tampa, FLGENERAL OPERATING$18,092

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2019202020212022202320242025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS July 2, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  8. Added Form 990-PF for fiscal year 2019 (received by the IRS July 2, 2020)
  9. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
  10. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
  11. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  12. 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

Bny Mellon N a — Trustee: $39KBny Mellon N aTrustee$39K

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.

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