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.
The Roy W Smith Charitable Foundation at a glance
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.
- Annual giving (2024)
- $10,000
- +66.7% vs 2023
- Grants made (2024)
- 1
- -50.0% vs 2023
- Average grant
- $10,000
- +233.3% vs 2023
- Median grant
- $10,000
- Total assets
- $678,487
- -53.2% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Roy W Smith Charitable Foundation funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Psychiatric Physicians Alliance of Calif Sacramento, CA | Support | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $678,487 | $-24,139 | $181,146 | $10,000 | 1 | $12,350 | $34,935 | $106,371 |
| 2023 | $1,450,666 | $136,998 | $188,929 | $6,000 | 2 | $6,500 | $132,792 | — |
| 2022 | $1,451,803 | $37,857 | $246,364 | $68,500 | 7 | $68,500 | $32,758 | — |
| 2021 | $1,579,996 | $66,326 | $231,202 | $55,000 | 5 | $55,000 | $46,967 | — |
| 2020 | $1,659,394 | $36,857 | $243,899 | $70,500 | 6 | — | $44,823 | — |
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Roy W Smith Charitable Foundation funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Roy W Smith Charitable Foundation's focus areas in our free grants database
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