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 grants totaling $10K. Net investment income was $35K.
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.
About The Roy W Smith Charitable Foundation
Based on IRS filings
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 grants totaling $10K. Net investment income was $35K.
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 | 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 | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
21 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Psychiatric Physicians Alliance of Calif ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Psychiatric Physicians Alliance of Calif Sacramento, CA | Support | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CARLA JACOBS | President | 15 | $128,174 |
| ERIN JETT | Vice President | 3 | $10,348 |
| BRIAN JACOBS | Treasurer | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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.
How large is The Roy W Smith Charitable Foundation?
As of 2024, The Roy W Smith Charitable Foundation holds $678K in total assets with $-24,139 in annual revenue. It awarded 1 grants totaling $10K in 2024.
Where does The Roy W Smith Charitable Foundation operate?
The Roy W Smith Charitable Foundation has awarded grants in California, Virginia.
What size grants does The Roy W Smith Charitable Foundation award?
In 2024, The Roy W Smith Charitable Foundation awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is The Roy W Smith Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Roy W Smith Charitable Foundation reported a distributable amount of $106K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.