The Rodney and Mary Barton Smith Family Foundation

Private foundation · Grantmaker Carmel, CA EIN: 85-1721049

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.

The Rodney and Mary Barton Smith Family Foundation at a glance

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.

Annual giving (2023)
$5,405,093
+7.3% vs 2022
Grants made (2023)
5
-28.6% vs 2022
Average grant
$1,081,019
+50.2% vs 2022
Median grant
$795,000
Primary geography
Maine (100% of itemized 2023 grant dollars)
Latest 990 filing
Form 990-PF, 2023 View filing

Data from IRS Form 990-PF, 2023; updated September 2026.

Who The Rodney and Mary Barton Smith Family Foundation funds

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2023

Northern Maine Community College: $2.5MNorthern Maine CommunityCollege$2.5MIgnite Presque Isle: $1.5MIgnite Presque Isle$1.5MUniversity of Maine at Presque Isle: $795KUniversity of Maine at PresqueIsle$795KAroostook County Action Program Inc: $500KAroostook County ActionProgram Inc$500KBig Rock Mountain: $100KBig Rock Mountain$100K

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

3<$50K2$50–100K3$100–250K2$250–500K4$500K–1M5$1–5M$5M+

The most common grant size was in the $1–5M range: 5 grants of 19 (26%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2023 grant dollars across all 5 itemized grants.

Cities

Presque IsleChicagoMars HillNorth Easton

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M2 grants2020 5 grants2021 7 grants2022 5 grants2023

From 2020 to 2023, annual grant giving ranged from $316K (2020) to $5.4M (2023). In 2023 it made 5 grants totaling $5.4M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Northern Maine Community College Presque Isle, MEContribution supporting charitable organization's exempt purpose.$2,500,500
Ignite Presque Isle Presque Isle, MEContribution supporting charitable organization's exempt purpose.$1,509,593
University of Maine at Presque Isle Presque Isle, MEContribution supporting charitable organization's exempt purpose.$795,000
Aroostook County Action Program Inc Presque Isle, MEContribution supporting charitable organization's exempt purpose.$500,000
Big Rock Mountain Mars Hill, MEContribution supporting charitable organization's exempt purpose.$100,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2023—$1,079,280$5,532,208$5,405,0935$5,464,155$1,025,457$96,849
2022$4,464,062$-25,519$5,264,989$5,037,8217$5,205,526$75,118$420,867
2021$9,728,029$16,237,959$5,308,780$5,058,9005$5,058,900$6,265,585$493,673
2020$4,885,001$5,153,837$333,034$316,0002—$4,495,382$280,302

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.

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.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2023

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Rodney and Mary Barton Smith Family Foundation'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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