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
Under IRS private-foundation payout rules, The Jim and Cathy Smith Family reported a distributable amount of $155K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Connecticut Community Foundation ($125,000), The Mcdavid Group Charities ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CONNECTICUT COMMUNITY FOUNDATION WATERBURY, CT | GENERAL OPERATING SUPPORT | $125,000 |
| THE MCDAVID GROUP CHARITIES TEQUESTA, FL | GENERAL OPERATING SUPPORT | $10,000 |
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
Frequently Asked Questions
What is 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. It holds $3.1M in total assets as of 2024.
How large is The Jim and Cathy Smith Family?
As of 2024, The Jim and Cathy Smith Family holds $3.1M in total assets with $192K in annual revenue. It awarded 2 grants totaling $135K in 2024.
Where does The Jim and Cathy Smith Family operate?
The Jim and Cathy Smith Family has awarded grants in Connecticut, Florida.
What size grants does The Jim and Cathy Smith Family award?
In 2024, The Jim and Cathy Smith Family awarded 2 grants totaling $135K — an average of about $68K per grant, based on its IRS Form 990 filings.
How much is The Jim and Cathy Smith Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Jim and Cathy Smith Family reported a distributable amount of $155K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Jim and Cathy Smith Family's EIN?
The Jim and Cathy Smith Family's EIN (Employer Identification Number) is 83-6476285. 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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