The Horace Smith Fund
The Horace Smith Fund is a private foundation, based in WESTFIELD, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.9M in total assets. In 2025, it awarded 2 grants totaling $301K. Net investment income was $558K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$6.9M
+1.3% YoY
Annual Giving
$301K
-0.8% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$150K
-0.8% YoY
About The Horace Smith Fund
Based on IRS filings
The Horace Smith Fund is a private foundation, based in WESTFIELD, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.9M in total assets. In 2025, it awarded 2 grants totaling $301K. Net investment income was $558K.
Ready to take the next step with The Horace Smith Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,907,342 | $6,815,464 | $6,959,364 |
| Revenue | $631,413 | $390,651 | $-220,767 |
| Expenses | $545,736 | $535,269 | $534,808 |
| Qualifying Distributions | $450,015 | $446,795 | $449,306 |
| Net Investment Income | $558,119 | $117,778 | $44,378 |
| Distributable Amount | $376,951 | $349,572 | $351,058 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WAYNE L WEBSTER | PRESIDENT | 1 | — |
| ANTHONY GIACOMONI | TREASURER | 1 | — |
| JAMES W BRODERICK JR | ASSISTANT TR | 1 | — |
| JOSEPHINE SARNELLI | CLERK/ EXEC | 10 | $38,179 |
| TERESA REGINA | TRUSTEE | 1 | — |
| KATHLEEN BOURQUE | TRUSTEE | 1 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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