The Mary F Smith Family Foundation
The Mary F Smith Family Foundation is a private foundation, based in Smithtown, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $281K in total assets. In 2025, it awarded 3 grants totaling $37K. Net investment income was $14K.
Key facts about The Mary F Smith Family Foundation
In short: The Mary F Smith Family Foundation gave $37K across 3 grants in 2025 (avg $12K), top state New York. Source: 2025 IRS Form 990-PF.
- EIN
- 11-6605189
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $37,000
- Grants made (2025)
- 3
- Average grant
- $12,333
- Median grant
- $12,000
- Total assets
- $280,597
- Primary geography
- New York (41% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$281K
-7.0% YoY
Annual Giving
$37K
+60.9% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$12K
+7.2% YoY
Under IRS private-foundation payout rules, The Mary F Smith Family Foundation reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.
How The Mary F Smith Family Foundation gives
- Giving grew 23% from 2022 to 2025. Method
- In 2025 it paid out 110% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $23K (2021) to $37K (2025). In 2025 it made 3 grants totaling $37K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Memorial Sloan Kettering ($15K). Together the top 3 received $37K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Memorial Sloan Kettering New York, NY | General | $15,000 |
| Mass General Development Office Boston, MA | 501(c)(3) General | $12,000 |
| Trustees of University of Pennsylva Philadelphia, PA | 501(c)(3) GENERAL | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $280,597 | $301,725 | $331,634 |
| Revenue | $20,039 | $-2,969 | $16,748 |
| Expenses | $41,167 | $26,940 | $33,760 |
| Qualifying Distributions | $38,625 | $24,787 | $31,762 |
| Net Investment Income | $13,797 | $13,884 | $13,250 |
| Distributable Amount | $35,088 | $33,449 | $28,428 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Mary F Smith Family Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Brian N. Morelli MD
Trustee
On filings since 2020
No compensation reported
Jennifer S. Morelli
Trustee
On filings since 2020
No compensation reported
Stephanie M. Smith
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Mary F Smith Family Foundation
How much does The Mary F Smith Family Foundation give each year?
The Mary F Smith Family Foundation gave $37K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 2 grants.
What is The Mary F Smith Family Foundation's typical grant size?
The Mary F Smith Family Foundation's median grant in 2025 was $12,000, and its average grant was $12,333, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Mary F Smith Family Foundation give grants?
The Mary F Smith Family Foundation's top state is New York, with 41% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Massachusetts (32%) and Pennsylvania (27%).
Does The Mary F Smith Family Foundation give general operating support?
Yes: 100% of The Mary F Smith Family Foundation's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The Mary F Smith Family Foundation?
The Mary F Smith Family Foundation reported $281K in total assets on its 2025 IRS Form 990-PF. It paid out $39K in qualifying distributions that year, against a required minimum of $35K (roughly 5% of its investment assets).
What is The Mary F Smith Family Foundation's EIN?
The Mary F Smith Family Foundation's EIN (Employer Identification Number) is 11-6605189. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Mary F Smith Family Foundation by hand.
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