The Roy W Smith Charitable Foundation
The Roy W Smith Charitable Foundation is a private foundation focused on Education, based in Orange, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $678K in total assets. In 2024, it awarded 1 grant totaling $10K. Net investment income was $35K.
Key facts about The Roy W Smith Charitable Foundation
In short: The Roy W Smith Charitable Foundation gave $10K across 1 grant in 2024 (avg $10K), mostly in California. Source: 2024 IRS Form 990-PF.
- EIN
- 20-2071882
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $10,000
- Grants made (2024)
- 1
- Average grant
- $10,000
- Median grant
- $10,000
- Total assets
- $678,487
- Primary geography
- California (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$678K
-53.2% YoY
Annual Giving
$10K
+66.7% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$10K
+233.3% YoY
Under IRS private-foundation payout rules, The Roy W Smith Charitable Foundation reported a distributable amount of $106K for 2024 — the minimum it must pay out in qualifying distributions.
How The Roy W Smith Charitable Foundation gives
- Giving fell 82% from 2021 to 2024. Method
- In 2024 it paid out 12% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $6K (2023) to $71K (2020). In 2024 it made 1 grant totaling $10K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Psychiatric Physicians Alliance of Calif ($10K).
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Psychiatric Physicians Alliance of Calif Sacramento, CA | Support | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $678,487 | $1,450,666 | $1,451,803 |
| Revenue | $-24,139 | $136,998 | $37,857 |
| Expenses | $181,146 | $188,929 | $246,364 |
| Qualifying Distributions | $12,350 | $6,500 | $68,500 |
| Net Investment Income | $34,935 | $132,792 | $32,758 |
| Distributable Amount | $106,371 | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Roy W Smith Charitable Foundation is led by Carla Jacobs, President on every filing since 2020; 2 of 3 officers listed in 2024 are compensated.
Officers on the 2024 filing
Carla Jacobs
President
On filings since 2020
15 hrs/week
$124K (2020) → $128K (2024)
Erin Jett
Vice President
New on the 2024 filing
3 hrs/week
$10K (2024)
Brian Jacobs
Treasurer
On filings since 2020
No compensation reported
Former officers (1)
- Former: Randall Hagar (2020–2023) — Vice President
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $128K, to Carla Jacobs (President). 2 officers or directors reported compensation on that filing.
Frequently asked questions about The Roy W Smith Charitable Foundation
How much does The Roy W Smith Charitable Foundation give each year?
The Roy W Smith Charitable Foundation gave $10K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $6K across 2 grants.
How large is The Roy W Smith Charitable Foundation?
The Roy W Smith Charitable Foundation reported $678K in total assets on its 2024 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $106K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Roy W Smith Charitable Foundation?
The Roy W Smith Charitable Foundation is a private foundation focused on Education, based in Orange, CA. It holds $678K in total assets as of 2024.
Where does The Roy W Smith Charitable Foundation operate?
The Roy W Smith Charitable Foundation has awarded grants in California, Virginia.
What is The Roy W Smith Charitable Foundation's EIN?
The Roy W Smith Charitable Foundation's EIN (Employer Identification Number) is 20-2071882. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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