Funder DirectoryTHE JIM AND CATHY SMITH FAMILY
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Private foundation (trust)EIN 836476285Est. 2019-05

THE JIM AND CATHY SMITH FAMILY

MIDDLEBURY, CT 06762

Total Assets

$3.1M

FY 2023

Annual Giving

$80K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$80K

FY 2023

Grant Range

$80K–$80K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Expenses

$95K

Qualifying Distributions

$83K

Distributable Amount

$139K

Min. Investment Return

$140K

Payout rate 60%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.60%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $395K in 2022. Hover bars for details.

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

Top Recipients

4 grants

CONNECTICUT COMMUNITY FOUNDATION
$930K
4 grants

Grant Size Distribution

4 grants

<$10K
$10–50K
$50–250K
2
grants
$250K–1M
2
grants
$1–5M
$5M+

Geographic Focus

1 states

Connecticut
$930K
100% of total

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THE JIM AND CATHY SMITH FAMILY — Grants, Financials & Contact | Grantivo