The H Russell Smith Foundation

Foundation · Grantmaker NEWPORT BEACH, CA EIN: 56-2283549

The H Russell Smith Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $12.1M in total assets. In 2024, it awarded 4 grants totaling $950K. Net investment income was $1.2M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$12.1M

+0.9% YoY

Annual Giving

$950K

+134.6% YoY

Grant Count

4

-42.9% YoY

Avg Grant Size

$238K

+310.5% YoY

Under IRS private-foundation payout rules, The H Russell Smith Foundation reported a distributable amount of $771K for 2024 — the minimum it must pay out in qualifying distributions.

About The H Russell Smith Foundation

Based on IRS filings

The H Russell Smith Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $12.1M in total assets. In 2024, it awarded 4 grants totaling $950K. Net investment income was $1.2M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

ClaremontCosta MesaDurhamLos AngelesNew YorkPass ThroughSan Marino

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$415K$831K$1M$2M20202021202220232024
Metric202420232022
Total Assets$12,113,467$12,001,789$12,350,925
Revenue$1,241,286$214,027$403,262
Expenses$1,111,031$562,819$676,714
Qualifying Distributions$1,041,589$495,836$595,560
Net Investment Income$1,171,844$147,044$322,107
Distributable Amount$771,335$745,416$815,907

Giving Over Time

Total grant dollars and number of grants per year

$0$238K$475K$713K$950K5 grants20209 grants20217 grants20227 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

POMONA COLLEGE$800KAMERICAN BALLET THEATRE$100KTHE HUNTINGTON LIBRARY$25KPOMONA COLLEGE$25K

Grant Size Distribution

32 grants across all recorded years

18<$50K3$50–100K9$100–250K1$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Pomona College ($800,000), American Ballet Theatre ($100,000), The Huntington Library ($25,000).

RecipientPurposeAmount
AMERICAN BALLET THEATRE NEW YORK, NYGENERAL SUPPORT$100,000
POMONA COLLEGE CLAREMONT, CAStewart Smith Interdisciplinary Global Engagement Fund$800,000
THE HUNTINGTON LIBRARY SAN MARINO, CASociety of Fellows$25,000
POMONA COLLEGE CLAREMONT, CAGENERAL SUPPORT$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

STEWART R SMITHPres/Dir/CEO/Tre$85K

From 2024 filing

NameTitleHoursCompensation
STEWART R SMITHPres/Dir/CEO/Tre20$85,000
ROBIN A FERRACONEDIRECTOR1
LOGAN S SMITHDIRECTOR1
MACKENZIE C TEYMOURIDIRECTOR1
SHELLEY SKERBITZSECRETARY5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The H Russell Smith Foundation?

The H Russell Smith Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. It holds $12.1M in total assets as of 2024.

How large is The H Russell Smith Foundation?

As of 2024, The H Russell Smith Foundation holds $12.1M in total assets with $1.2M in annual revenue. It awarded 4 grants totaling $950K in 2024.

Where does The H Russell Smith Foundation operate?

The H Russell Smith Foundation has awarded grants in California, North Carolina, New York.

What size grants does The H Russell Smith Foundation award?

In 2024, The H Russell Smith Foundation awarded 4 grants totaling $950K — an average of about $238K per grant, based on its IRS Form 990 filings.

How much is The H Russell Smith Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The H Russell Smith Foundation reported a distributable amount of $771K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The H Russell Smith Foundation's EIN?

The H Russell Smith Foundation's EIN (Employer Identification Number) is 56-2283549. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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