The Smith 5 Private Foundation Nfp

LOCKPORT, IL EIN: 81-5416072

The Smith 5 Private Foundation Nfp is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOCKPORT, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $906K in total assets. In 2024, it awarded 11 grants totaling $44K. Net investment income was $33K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$906K

+2.9% YoY

Annual Giving

$44K

-1.5% YoY

Grant Count

-8.3% YoY

Avg Grant Size

$4K

+7.5% YoY

Under IRS private-foundation payout rules, The Smith 5 Private Foundation Nfp reported a distributable amount of $42K for 2024 — the minimum it must pay out in qualifying distributions.

About The Smith 5 Private Foundation Nfp

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $219K (89%)

Ohio $15K (6%)

Georgia $7K (3%)

District of Columbia $2K (1%)

Oklahoma $1K (0%)

Tennessee $540 (0%)

Mississippi $250 (0%)

New York $250 (0%)

States

District of Columbia Georgia Illinois Mississippi New York Ohio Oklahoma Tennessee

Cities

ChicagoCountrysideEvanstonHometownJacksonJolietMemphisMokenaMorrisNew YorkNormalSavannahStillwaterSylvaniaWashingtonWoodstock

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$905,755	$880,269	$925,914
Revenue	$1,088	$80,587	$108,495
Expenses	$97,905	$94,280	$102,799
Qualifying Distributions	$97,905	$94,280	$102,799
Net Investment Income	$32,940	$34,041	$28,159
Distributable Amount	$41,738	$45,319	$55,117

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

58 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include My Joyful Heart ($9,550), Naws ($8,479), Joliet Area Community Hospice ($4,350).

Recipient	Purpose	Amount
ALMOST HOME CHICAGO HOMETOWN, IL	DONATION TO A DOMESTIC CHARITY	$2,850
GILDA'S CLUB CHICAGO CHICAGO, IL	DONATION TO A DOMESTIC CHARITY	$500
THE HOME 2 HOME PROJECT COUNTRYSIDE, IL	DONATION TO A DOMESTIC CHARITY	$3,950
JOLIET AREA COMMUNITY HOSPICE JOLIET, IL	DONATION TO A DOMESTIC CHARITY	$4,350
LEUKEMIA & LYMPHOMA SOCIETY WASHINGTON, DC	DONATION TO A DOMESTIC CHARITY	$1,500
MY JOYFUL HEART MOKENA, IL	DONATION TO A DOMESTIC CHARITY	$9,550
NAWS MOKENA, IL	DONATION TO A DOMESTIC CHARITY	$8,479
NEVER ALONE FOOD PANTRY WOODSTOCK, GA	DONATION TO A DOMESTIC CHARITY	$4,350
SPECIAL OLYMPICS ILLINOIS NORMAL, IL	DONATION TO A DOMESTIC CHARITY	$200
SISTERS OF ST FRANCIS OF SYLVANIA SYLVANIA, OH	DONATION TO A DOMESTIC CHARITY	$4,350

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
KENNETH D SMITH	PRESIDENT	10	$40,000
MATTHEW C SMITH	DIRECTOR	1	—
ANNE N SMITH	SECRETARY	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Smith 5 Private Foundation Nfp?

The Smith 5 Private Foundation Nfp is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOCKPORT, IL. It holds $906K in total assets as of 2024.

How large is The Smith 5 Private Foundation Nfp?

As of 2024, The Smith 5 Private Foundation Nfp holds $906K in total assets with $1K in annual revenue. It awarded 11 grants totaling $44K in 2024.

Where does The Smith 5 Private Foundation Nfp operate?

The Smith 5 Private Foundation Nfp has awarded grants in District of Columbia, Georgia, Illinois, Mississippi, New York, Ohio, Oklahoma, Tennessee.

What size grants does The Smith 5 Private Foundation Nfp award?

In 2024, The Smith 5 Private Foundation Nfp awarded 11 grants totaling $44K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is The Smith 5 Private Foundation Nfp required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Smith 5 Private Foundation Nfp reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Smith 5 Private Foundation Nfp's EIN?

The Smith 5 Private Foundation Nfp's EIN (Employer Identification Number) is 81-5416072. IRS Form 990 filing data is available on this page for 2020–2024.