The Rodney and Mary Barton Smith Family
The Rodney and Mary Barton Smith Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
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 reported a distributable amount of $97K for 2023 — the minimum it must pay out in qualifying distributions.
About The Rodney and Mary Barton Smith Family
Based on IRS filings
The Rodney and Mary Barton Smith Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2023
Grant Size Distribution
19 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Northern Maine Community College ($2,500,500), Ignite Presque Isle ($1,509,593), University of Maine at Presque Isle ($795,000).
| 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 |
| Aroostook County Action Program Inc Presque Isle, ME | Contribution supporting charitable organization's exempt purpose. | $500,000 |
| University of Maine at Presque Isle Presque Isle, ME | Contribution supporting charitable organization's exempt purpose. | $795,000 |
| Big Rock Mountain Mars Hill, ME | Contribution supporting charitable organization's exempt purpose. | $100,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Mary B Smith | President/CEO | 20 | — |
| Amy Stocker | Treasurer | 5 | — |
| Gillian Sickler | Secretary | 5 | — |
| Deborah Roark | Director | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Rodney and Mary Barton Smith Family?
The Rodney and Mary Barton Smith Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL, CA. It holds — in total assets as of 2023.
Where does The Rodney and Mary Barton Smith Family operate?
The Rodney and Mary Barton Smith Family has awarded grants in Illinois, Massachusetts, Maine.
What size grants does The Rodney and Mary Barton Smith Family award?
In 2023, The Rodney and Mary Barton Smith Family awarded 5 grants totaling $5.4M — an average of about $1.1M per grant, based on its IRS Form 990 filings.
How much is The Rodney and Mary Barton Smith Family 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 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's EIN?
The Rodney and Mary Barton Smith Family's EIN (Employer Identification Number) is 85-1721049. IRS Form 990 filing data is available on this page for 2020–2023.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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