The Mary F Smith Family Foundation

Foundation · Grantmaker SMITHTOWN, NY EIN: 11-6605189

The Mary F Smith Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SMITHTOWN, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $302K in total assets. In 2024, it awarded 2 grants totaling $23K. Net investment income was $14K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$302K

-9.0% YoY

Annual Giving

$23K

-23.3% YoY

Grant Count

+100.0% YoY

Avg Grant Size

$12K

-61.7% YoY

Under IRS private-foundation payout rules, The Mary F Smith Family Foundation reported a distributable amount of $33K for 2024 — the minimum it must pay out in qualifying distributions.

About The Mary F Smith Family Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $108K (82%)

Massachusetts $24K (18%)

States

Massachusetts New York

Cities

BostonNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$301,725	$331,634	$348,646
Revenue	$-2,969	$16,748	$22,312
Expenses	$26,940	$33,760	$33,504
Qualifying Distributions	$24,787	$31,762	$31,637
Net Investment Income	$13,884	$13,250	$12,445
Distributable Amount	$33,449	$28,428	$28,313

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

7 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Memorial Sloan Kettering ($12,000), Mass General Development Office ($11,000).

Recipient	Purpose	Amount
MEMORIAL SLOAN KETTERING NEW YORK, NY	GENERAL	$12,000
MASS GENERAL DEVELOPMENT OFFICE BOSTON, MA	501(c)(3) General	$11,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
STEPHANIE M SMITH	Trustee	—	—
JENNIFER S MORELLI	Trustee	—	—
BRIAN N MORELLI MD	Trustee	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Mary F Smith Family Foundation?

The Mary F Smith Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SMITHTOWN, NY. It holds $302K in total assets as of 2024.

How large is The Mary F Smith Family Foundation?

As of 2024, The Mary F Smith Family Foundation holds $302K in total assets with $-2,969 in annual revenue. It awarded 2 grants totaling $23K in 2024.

Where does The Mary F Smith Family Foundation operate?

The Mary F Smith Family Foundation has awarded grants in Massachusetts, New York.

What size grants does The Mary F Smith Family Foundation award?

In 2024, The Mary F Smith Family Foundation awarded 2 grants totaling $23K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is The Mary F Smith Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Mary F Smith Family Foundation reported a distributable amount of $33K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.