The Theodore J and Janice F Smith

NEWPORT BEACH, CA EIN: 33-0833879

The Theodore J and Janice F Smith is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $116K in total assets. In 2024, it awarded 3 grants totaling $210K. Net investment income was $175K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$116K

-23.4% YoY

Annual Giving

$210K

+90.9% YoY

Grant Count

+50.0% YoY

Avg Grant Size

$70K

+27.3% YoY

Under IRS private-foundation payout rules, The Theodore J and Janice F Smith reported a distributable amount of $19K for 2024 — the minimum it must pay out in qualifying distributions.

About The Theodore J and Janice F Smith

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $590K (100%)

Maryland $650 (0%)

States

California Maryland

Cities

College ParkIrvineSanta Ana

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$116,265	$151,855	$188,359
Revenue	$184,925	$80,223	$73,241
Expenses	$220,197	$117,254	$111,471
Qualifying Distributions	$211,675	$110,728	$102,320
Net Investment Income	$174,820	$75,489	$60,233
Distributable Amount	$19,093	$21,947	$28,642

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

12 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Pacific Symphony ($100,000), University of California Irvine Foundation ($100,000), Trinity United Presbyterian Church ($10,000).

Recipient	Purpose	Amount
PACIFIC SYMPHONY IRVINE, CA	ANNUAL FUND	$100,000
TRINITY UNITED PRESBYTERIAN CHURCH SANTA ANA, CA	GENERAL FUND	$10,000
UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION IRVINE, CA	GENERAL FUND	$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
THEODORE J SMITH	PRESIDENT/CEO	2	—
JANICE SMITH	CFO/SECRETARY	2	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Theodore J and Janice F Smith?

The Theodore J and Janice F Smith is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. It holds $116K in total assets as of 2024.

How large is The Theodore J and Janice F Smith?

As of 2024, The Theodore J and Janice F Smith holds $116K in total assets with $185K in annual revenue. It awarded 3 grants totaling $210K in 2024.

Where does The Theodore J and Janice F Smith operate?

The Theodore J and Janice F Smith has awarded grants in California, Maryland.

What size grants does The Theodore J and Janice F Smith award?

In 2024, The Theodore J and Janice F Smith awarded 3 grants totaling $210K — an average of about $70K per grant, based on its IRS Form 990 filings.

How much is The Theodore J and Janice F Smith required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Theodore J and Janice F Smith reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Theodore J and Janice F Smith's EIN?

The Theodore J and Janice F Smith's EIN (Employer Identification Number) is 33-0833879. IRS Form 990 filing data is available on this page for 2020–2024.