Funder DirectoryCHARLES B SMITH AND JEAN G SMITH
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Private foundation (trust)EIN 760456680Est. 1995-03

CHARLES B SMITH AND JEAN G SMITH

KATY, TX 77494

Total Assets

$2.9M

FY 2024

Annual Giving

$135K

FY 2024

Grants Made

4

FY 2024

Avg Grant

$34K

FY 2024

Grant Range

$28K–$50K

Typical

Deadlines

Applications

Programs & Activities

Program 1

There were no direct charitable activities of the foundation during 2024, other than those listed in part xiv-supplementary information-grants and contributions paid during the year or approved for future payment. The foundation was activated with initial contributions received on 12/30/1996 and additional contributions were received during 1997-2021. The foundation contemplates additional appropriate distributions only to public charities during 2025.

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$104K

Total Expenses

$181K

Qualifying Distributions

$135K

Distributable Amount

$143K

Min. Investment Return

$144K

Undistributed Income

$143K

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $28K through median $28K to maximum $50K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $178K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

32 grants

ST JUDE CHILDRENS RESEARCH HOSPITAL
$231K
6 grants
SUNSHINE KIDS FOUNDATION
$118K
6 grants
CHILD ADVOCATES INC
$105K
5 grants
AMERICAN HEART ASSOCIATION
$95K
5 grants
COVENANT HOUSE OF TEXAS
$81K
4 grants
CHRIST CLINIC
$67K
3 grants
MAKE A WISH FOUNDATION
$35K
3 grants

Grant Size Distribution

32 grants

<$10K
5
grants
$10–50K
27
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Texas
$501K
68% of total
Tennessee
$231K
32% of total

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CHARLES B SMITH AND JEAN G SMITH — Grants, Financials & Contact | Grantivo