The Smith Family Foundation Inc
The Smith Family Foundation Inc is a private foundation based in Carmel, Indiana. Its 2026 filing reports 68 grants totaling $6,270,000 to charitable organizations.
The Smith Family Foundation Inc at a glance
In short: The Smith Family Foundation Inc gave $6.3M across 68 grants in 2026 (avg $92K), top state Utah. 19% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $6,270,000
- +8.2% vs 2025
- Grants made (2026)
- 68
- +6.3% vs 2025
- Average grant
- $92,206
- +1.9% vs 2025
- Median grant
- $50,000
- Total assets
- $48,269,376
- +10.4% vs 2025
- New grantees (estimate)
- 19% first-time grantees (13 of 68, 2026)
- Primary geography
- Utah (21% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Smith Family Foundation Inc
- How to Apply
-
The filing says to submit materials in writing. It lists no deadlines and no restrictions on awards, and states that the foundation does not limit giving to preselected organizations.
- Contact
Application contact: Jeffrey H Thomasson Cfp Co The Trus
Mailing address: PO Box 80238, Indianapolis, IN 46280-0238
Phone: (317) 805-5000
Website: https://smithfamilyfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Smith Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was LDS Philanthropies ($800K). Together the top 10 received $3.2M.
Grant Size Distribution
343 grants across all recorded years
The most common grant size was under $50K: 180 grants of 343 (52%).
Geographic Focus
Where this funder awards grants
The 2026 grant dollars were distributed among recipients in multiple states. The largest reported shares went to Utah (21%), California (20%), Minnesota (9%), New York (8%), and Idaho (7%).
Grant Distribution by State
Share of 2026 grant dollars across all 68 itemized grants.
States
Cities
Is The Smith Family Foundation Inc open to new grantees?
19%
first-time grantees, 2026
In 2026, 13 of 68 grantees (19%) were first-time recipients. First grants averaged $63K; repeat grants $99K. How we count
Medians: $80K first-time, $50K repeat.
- 79% of 2026 grantees were also funded in 2025. Method
- Giving grew 99% from 2023 to 2026. Method
- In 2026 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $2.2M (2020) to $6.3M (2026). In 2026 it made 68 grants totaling $6.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| LDS Philanthropies Provo, UT | General Support of Charity | $800,000 |
| Kahn Academy Mountain View, CA | General Support of Charity | $500,000 |
| Brigham Young University-Idaho Rexburg, ID | General Support of Charity | $450,000 |
| International Rescue Committee Albert Lea, MN | General Support of Charity | $370,000 |
| Florence Immigration & Refugee Rights Project Florence, AZ | General Support of Charity | $335,000 |
| Raices San Antonio, TX | General Support of Charity | $260,000 |
| Second Harvest Food Bank San Jose, CA | General Support of Charity | $165,000 |
| Fresh Lifelines for Youthsobrato Center for Nonprofits Milpitas, CA | General Support of Charity | $125,000 |
| Equal Justice Initiative Montgomery, AL | General Support of Charity | $120,000 |
| ACLU Foundation New York, NY | General Support of Charity | $100,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $48,269,376 | $11,119,430 | $6,566,253 | $6,270,000 | 68 | $6,270,000 | $5,538,797 | $5,925,929 |
| 2025 | $43,716,199 | $11,328,256 | $5,953,789 | $5,792,500 | 64 | $5,792,500 | $9,308,715 | $5,613,661 |
| 2024 | $38,341,732 | $4,496,056 | $4,263,447 | $4,213,000 | 72 | $4,213,000 | $3,958,008 | $4,043,627 |
| 2023 | $38,109,123 | $9,836,925 | $3,238,595 | $3,145,000 | 69 | $3,145,000 | $431,689 | $2,897,924 |
| 2022 | $31,510,793 | $7,633,773 | $3,578,332 | $3,465,000 | 70 | $3,465,000 | $4,991,061 | $3,580,650 |
| 2021 | $27,455,352 | $4,775,290 | $2,538,902 | $2,460,000 | 56 | — | $3,335,448 | $2,643,604 |
| 2020 | $25,218,964 | $2,832,809 | $2,523,038 | $2,215,000 | 53 | — | $150,613 | $2,158,812 |
Under IRS private-foundation payout rules, The Smith Family Foundation Inc reported a distributable amount of $5.9M for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No foundation mission statement is provided. The 2026 grants include organizations whose own missions span several fields. For example, DonorsChoose.org describes its work as engaging the public in public schools and addressing educational inequity. The Immigrant Law Center of Minnesota says it provides legal representation for low-income immigrants and refugees, as well as education and advocacy. The Breast Cancer Research Foundation describes its mission as advancing research to prevent and cure breast cancer.
Other 2026 recipients include organizations working in children’s medical care, food assistance, refugee and immigration services, and entrepreneurship. These are descriptions of the grantees’ work, not stated focus areas of the foundation.
Grantmaking
In 2026, the foundation gave $6,270,000 across 68 grants. Grant amounts ranged from $5,000 to $800,000, with a median of $50,000.
Among the largest reported grants were $800,000 to LDS Philanthropies, $500,000 to Khan Academy, $450,000 to Brigham Young University–Idaho, $370,000 to the International Rescue Committee, and $335,000 to the Florence Immigration & Refugee Rights Project. Each was listed for general support of charity. Other 2026 grants included $260,000 to RAICES, $165,000 to Second Harvest Food Bank, and $120,000 to the Equal Justice Initiative.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Lonnie M. Smith as director and president, Cheryl D. Smith as director and vice-president, and Jeffrey H. Thomasson as director, secretary, and treasurer.
The Smith Family Foundation Inc is led by Lonnie M. Smith, Director & President on every filing since 2020; none of the 3 officers listed in 2026 report compensation.
Officers on the 2026 filing
Lonnie M. Smith
Director & President
On filings since 2020
2 hrs/week
No compensation reported
Cheryl D. Smith
Director & Vice President
On filings since 2020
2 hrs/week
No compensation reported
Jeffrey H. Thomasson
Director, Secretary & Treasurer
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Smith Family Foundation Inc
How much does The Smith Family Foundation Inc give each year?
The Smith Family Foundation Inc gave $6.3M across 68 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $5.8M across 64 grants.
What is The Smith Family Foundation Inc's typical grant size?
The Smith Family Foundation Inc's median grant in 2026 was $50,000, and its average grant was $92,206, across 68 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from The Smith Family Foundation Inc that year got $63K on average.
Where does The Smith Family Foundation Inc give grants?
The Smith Family Foundation Inc's top state is Utah, with 21% of the grant dollars itemized on its 2026 IRS Form 990-PF. The next largest states were California (20%) and Minnesota (9%). The most frequent recipient cities were New York, NY (5 grants), Issaquah, WA (5 grants), San Jose, CA (3 grants) and Denver, CO (3 grants).
Does The Smith Family Foundation Inc give general operating support?
Yes: 100% of The Smith Family Foundation Inc's 2026 grants with a stated purpose (68 of 68) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are The Smith Family Foundation Inc's largest grantees?
The Smith Family Foundation Inc's largest 2026 grantees include LDS Philanthropies ($800,000), Kahn Academy ($500,000) and Brigham Young University-Idaho ($450,000), according to its 2026 IRS Form 990-PF. Together they received 28% of its itemized 2026 grant dollars.
How large is The Smith Family Foundation Inc?
The Smith Family Foundation Inc reported $48.3M in total assets on its 2026 IRS Form 990-PF. It paid out $6.3M in qualifying distributions that year, against a required minimum of $5.9M (roughly 5% of its investment assets).
What does The Smith Family Foundation Inc fund?
No foundation mission statement is provided. The 2026 grants include organizations whose own missions span several fields. For example, DonorsChoose.org describes its work as engaging the public in public schools and addressing educational inequity. See mission & focus areas ↑
How do I apply for a grant from The Smith Family Foundation Inc?
The filing says to submit materials in writing. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Smith Family Foundation Inc's EIN?
The Smith Family Foundation Inc's EIN (Employer Identification Number) is 35-2015637. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 6, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in The Smith Family Foundation Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Smith Family Foundation Inc funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/the-smith-family-foundation-inc-morg_ddae7f2384034c47bff765c6e805a14a
BibTeX
@misc{grantable_352015637_2026,
author = {{Grantable}},
title = {{The Smith Family Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-smith-family-foundation-inc-morg_ddae7f2384034c47bff765c6e805a14a},
note = {Accessed 2026-10-10. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Smith Family Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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