The Jan M Smith Charitable Trust

Foundation · Grantmaker San Antonio, TX EIN: 82-6380892

The Jan M Smith Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in San Antonio, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7K in total assets. In 2024, it awarded 9 grants totaling $105K.

Key facts about The Jan M Smith Charitable Trust

EIN
82-6380892
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$104,500
Grants made (2024)
9
Average grant
$11,611
Median grant
$12,000
Total assets
$7,045
Primary geography
Texas (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who The Jan M Smith Charitable Trust funds

By grant dollars, the top recipient states for The Jan M Smith Charitable Trust's 9 itemized 2024 grants were Texas (100%). The most frequent recipient cities were San Antonio, TX (7 grants). None of its 9 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable" (3 grants).

How The Jan M Smith Charitable Trust gives

  • Giving grew 14829% from 2021 to 2024. Method
  • In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7K

+244.5% YoY

Annual Giving

$105K

+139.9% YoY

Grant Count

9

+350.0% YoY

Avg Grant Size

$12K

-46.7% YoY

About The Jan M Smith Charitable Trust

Based on IRS filings

The Jan M Smith Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in San Antonio, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7K in total assets. In 2024, it awarded 9 grants totaling $105K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 9 itemized 2024 grant dollars.

Cities

San AntonioChildressComfortLouisvilleLubbock

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$30K$60K$90K$120K20202021202220232024
Metric202420232022
Total Assets$7,045$2,045$10,600
Revenue$109,500$35,000—
Expenses$104,500$43,555$700
Qualifying Distributions$104,500$43,555$700
Net Investment Income———
Distributable Amount—$543$542

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$26K$52K$78K$105K1 grants20201 grants20211 grants20222 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

The Tobin Center: $25K across 2 grantsThe Tobin Center$25K · 2 grantsTrinity University: $25K across 2 grantsTrinity University$25K · 2 grantsSt Luke's Episcopal School: $20KSt Luke's Episcopal School$20KTexas Tech University: $12KTexas Tech University$12KTexas Bio Medical Research Institut: $12KTexas Bio Medical ResearchInstitut$12KUniversity of the Incarnate Word: $8KUniversity of the IncarnateWord$8KAnimal Rescue and Rehab of Comfort: $3KAnimal Rescue and Rehab ofComfort$3K

Grant Size Distribution

14 grants across all recorded years

14<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include The Tobin Center ($25,000 across 2 grants), Trinity University ($25,000 across 2 grants), St Luke's Episcopal School ($20,000).

RecipientPurposeAmount
ST LUKE'S EPISCOPAL SCHOOL San Antonio, TX2024 PLEDGE$20,000
TRINITY UNIVERSITY San Antonio, TXCHARITABLE$20,000
THE TOBIN CENTER San Antonio, TXGALA - VIP UNDERWRITING$15,000
TEXAS TECH UNIVERSITY Lubbock, TXSCHOLARSHIP FOR AVERLY HUERTA$12,000
TEXAS BIO MEDICAL RESEARCH INSTITUT San Antonio, TXGALA TABLE$12,000
THE TOBIN CENTER San Antonio, TXCHARITABLE$10,000
UNIVERSITY OF THE INCARNATE WORD San Antonio, TXSCHOLARSHIP FOR LILLIAN PEYTON$8,000
TRINITY UNIVERSITY San Antonio, TXSCHOLARSHIP FOR FLANAGAN$5,000
ANIMAL RESCUE AND REHAB OF COMFORT Comfort, TXCHARITABLE$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

NameTitleHoursCompensation
Paul CoxTrustee10—

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Jan M Smith Charitable Trust?

The Jan M Smith Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in San Antonio, TX. It holds $7K in total assets as of 2024.

How large is The Jan M Smith Charitable Trust?

As of 2024, The Jan M Smith Charitable Trust holds $7K in total assets with $110K in annual revenue. It awarded 9 grants totaling $105K in 2024.

Where does The Jan M Smith Charitable Trust operate?

The Jan M Smith Charitable Trust has awarded grants in Kentucky, Texas.

What size grants does The Jan M Smith Charitable Trust award?

In 2024, The Jan M Smith Charitable Trust awarded 9 grants totaling $105K — an average of about $12K per grant, based on its IRS Form 990 filings.

What is The Jan M Smith Charitable Trust's EIN?

The Jan M Smith Charitable Trust's EIN (Employer Identification Number) is 82-6380892. IRS Form 990 filing data is available on this page for 2020–2024.

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

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