The Jim and Cathy Smith Family
The Jim and Cathy Smith Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIDDLEBURY, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 2 grants totaling $135K. Net investment income was $177K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.1M
+1.3% YoY
Annual Giving
$135K
+68.8% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$68K
-15.6% YoY
About The Jim and Cathy Smith Family
Based on IRS filings
The Jim and Cathy Smith Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIDDLEBURY, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 2 grants totaling $135K. Net investment income was $177K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,123,753 | $3,085,129 | $3,187,067 |
| Revenue | $192,494 | $-7,194 | $31,206 |
| Expenses | $153,870 | $94,744 | $418,003 |
| Qualifying Distributions | $137,925 | $82,860 | $400,460 |
| Net Investment Income | $176,549 | $65,640 | $63,964 |
| Distributable Amount | $155,217 | $138,922 | $153,744 |
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 2024
Grant Size Distribution
6 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 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES C SMITH | PRESIDENT | — | — |
| M CATHERINE SMITH | TREASURER | — | — |
| HALEY W SMITH | DIRECTOR | — | — |
| JAMES V SMITH | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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