The Rodney and Mary Barton Smith Family Foundation
The Rodney and Mary Barton Smith Family Foundation is a private foundation, based in Carmel, CA. IRS filing data is available from 2020 through 2023. In 2023, it awarded 5 grants totaling $5.4M. Net investment income was $1.0M.
Key facts about The Rodney and Mary Barton Smith Family Foundation
In short: The Rodney and Mary Barton Smith Family Foundation gave $5.4M across 5 grants in 2023 (avg $1.1M), mostly in Maine. Source: 2023 IRS Form 990-PF.
- EIN
- 85-1721049
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $5,405,093
- Grants made (2023)
- 5
- Average grant
- $1,081,019
- Median grant
- $795,000
- Primary geography
- Maine (100% of itemized 2023 grant dollars)
Data from IRS Form 990-PF, 2023; updated September 2026.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$5.4M
+7.3% YoY
Grant Count
5
-28.6% YoY
Avg Grant Size
$1.1M
+50.2% YoY
Under IRS private-foundation payout rules, The Rodney and Mary Barton Smith Family Foundation reported a distributable amount of $97K for 2023 — the minimum it must pay out in qualifying distributions.
How The Rodney and Mary Barton Smith Family Foundation gives
- Giving grew 1610% from 2020 to 2023. Method
- In 2023 it paid out well above 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 2023 grant dollars across all 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $316K (2020) to $5.4M (2023). In 2023 it made 5 grants totaling $5.4M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2023
The largest 2023 recipient was Northern Maine Community College ($2.5M). Together the top 5 received $5.4M.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 19 (26%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Northern Maine Community College Presque Isle, ME | Contribution supporting charitable organization's exempt purpose. | $2,500,500 |
| Ignite Presque Isle Presque Isle, ME | Contribution supporting charitable organization's exempt purpose. | $1,509,593 |
| University of Maine at Presque Isle Presque Isle, ME | Contribution supporting charitable organization's exempt purpose. | $795,000 |
| Aroostook County Action Program Inc Presque Isle, ME | Contribution supporting charitable organization's exempt purpose. | $500,000 |
| Big Rock Mountain Mars Hill, ME | Contribution supporting charitable organization's exempt purpose. | $100,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $4,464,062 | $9,728,029 |
| Revenue | $1,079,280 | $-25,519 | $16,237,959 |
| Expenses | $5,532,208 | $5,264,989 | $5,308,780 |
| Qualifying Distributions | $5,464,155 | $5,205,526 | $5,058,900 |
| Net Investment Income | $1,025,457 | $75,118 | $6,265,585 |
| Distributable Amount | $96,849 | $420,867 | $493,673 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
Leadership & Key People
Officers and directors from IRS filings
The Rodney and Mary Barton Smith Family Foundation is led by Mary B Smith, President & CEO on every filing since 2020; none of the 4 officers listed in 2023 report compensation.
Officers on the 2023 filing
Mary B Smith
President & CEO
On filings since 2020
20 hrs/week
No compensation reported
Deborah Roark
Director
Edd & Mba → Director, 2022
On filings since 2020
5 hrs/week
No compensation reported
Amy Stocker
Treasurer
On filings since 2020
5 hrs/week
No compensation reported
Gillian Sickler
Secretary
On filings since 2020
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "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 Rodney and Mary Barton Smith Family Foundation
How much does The Rodney and Mary Barton Smith Family Foundation give each year?
The Rodney and Mary Barton Smith Family Foundation gave $5.4M across 5 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $5.0M across 7 grants.
What is The Rodney and Mary Barton Smith Family Foundation's typical grant size?
The Rodney and Mary Barton Smith Family Foundation's median grant in 2023 was $795,000, and its average grant was $1,081,019, across 5 grants on its 2023 IRS Form 990-PF.
Where does The Rodney and Mary Barton Smith Family Foundation give grants?
The Rodney and Mary Barton Smith Family Foundation gives mostly in Maine: 100% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Presque Isle, ME (4 grants).
Does The Rodney and Mary Barton Smith Family Foundation give general operating support?
Not in 2023: none of the 5 grants with a stated purpose on The Rodney and Mary Barton Smith Family Foundation's 2023 IRS Form 990-PF were described as general or operating support.
Who are The Rodney and Mary Barton Smith Family Foundation's largest grantees?
The Rodney and Mary Barton Smith Family Foundation's largest 2023 grantees include Northern Maine Community College ($2,500,500), Ignite Presque Isle ($1,509,593) and University of Maine at Presque Isle ($795,000), according to its 2023 IRS Form 990-PF. Together they received 89% of its itemized 2023 grant dollars.
How much is The Rodney and Mary Barton Smith Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, The Rodney and Mary Barton Smith Family Foundation reported a distributable amount of $97K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Rodney and Mary Barton Smith Family Foundation's EIN?
The Rodney and Mary Barton Smith Family Foundation's EIN (Employer Identification Number) is 85-1721049. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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