The Jim and Cathy Smith Family
The Jim and Cathy Smith Family is a private foundation, based in Middlebury, CT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.2M in total assets. In 2025, it awarded 1 grant totaling $90K. Net investment income was $230K.
The Jim and Cathy Smith Family at a glance
In short: The Jim and Cathy Smith Family gave $90K across 1 grant in 2025 (avg $90K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $90,000
- -33.3% vs 2024
- Grants made (2025)
- 1
- -50.0% vs 2024
- Average grant
- $90,000
- +33.3% vs 2024
- Median grant
- $90,000
- Total assets
- $3,243,716
- +3.8% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Jim and Cathy Smith Family funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Connecticut Community Foundation ($90K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $50–100K range: 2 grants of 6 (33%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How The Jim and Cathy Smith Family gives
- Giving fell 77% from 2022 to 2025. Method
- In 2025 it paid out 64% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $80K (2023) to $395K (2022). In 2025 it made 1 grant totaling $90K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Connecticut Community Foundation Waterbury, CT | General Operating Support | $90,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,243,716 | $253,766 | $133,803 | $90,000 | 1 | $109,895 | $229,858 | $170,404 |
| 2024 | $3,123,753 | $192,494 | $153,870 | $135,000 | 2 | $137,925 | $176,549 | $155,217 |
| 2023 | $3,085,129 | $-7,194 | $94,744 | $80,000 | 1 | $82,860 | $65,640 | $138,922 |
| 2022 | $3,187,067 | $31,206 | $418,003 | $395,000 | 1 | $400,460 | $63,964 | $153,744 |
| 2021 | $3,573,864 | $326,539 | $132,993 | $130,000 | 1 | $130,000 | $323,546 | $165,108 |
| 2020 | $3,380,318 | $-14,726 | $334,108 | $325,000 | 1 | — | $100,857 | $174,325 |
| 2019 | $3,729,152 | $159,352 | $349,000 | $344,000 | 5 | — | $159,352 | $194,884 |
Under IRS private-foundation payout rules, The Jim and Cathy Smith Family reported a distributable amount of $170K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Jim and Cathy Smith Family is led by James V. Smith, President & Director on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
James V. Smith
President & Director
On filings since 2019
No compensation reported
Haley W. Smith
Director
On filings since 2019
No compensation reported
M. Catherine Smith
Treasurer
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Jim and Cathy Smith Family
How much does The Jim and Cathy Smith Family give each year?
The Jim and Cathy Smith Family gave $90K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $135K across 2 grants.
How large is The Jim and Cathy Smith Family?
The Jim and Cathy Smith Family reported $3.2M in total assets on its 2025 IRS Form 990-PF. It paid out $110K in qualifying distributions that year, against a required minimum of $170K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does The Jim and Cathy Smith Family operate?
The Jim and Cathy Smith Family has awarded grants in Connecticut, Florida.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 15, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work The Jim and Cathy Smith Family funds
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Cite this profile
Grantable. (2026). The Jim and Cathy Smith Family funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/the-jim-and-cathy-smith-family-morg_e78d12bc9bd646bb8ae3fd1bc0abdbd5
BibTeX
@misc{grantable_836476285_2026,
author = {{Grantable}},
title = {{The Jim and Cathy Smith Family funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-jim-and-cathy-smith-family-morg_e78d12bc9bd646bb8ae3fd1bc0abdbd5},
note = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Jim and Cathy Smith Family's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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