Smith Family Charitable Foundation

Nonprofit profile at a glance

EIN
863402974
IRS 990-PF coverage
2020–2025
Forms available
Form 990-PF 2025
Location
Leesburg, VA, USA
Phone
7039322002
Rating
92
Verdict
STRONG
Rating confidence
Standard
Sector
Private Independent Foundations

Reported finances

Revenue
$161,227
Expenses
$130,377

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

Private Independent Foundations

What it reported funding in 2025

The foundation reported 10 grants totaling $101,000. The stated grant purposes included an unrestricted contribution was made to this important organization to further thier mission to prevent and alleviate human suffering in the face of emergencies., an unrestricted grant was made to the culmore clinic, a 501(c)(3), non-profit healthcare clinic serving low-income adults in the bailey's crossroads, va community at little to no cost. supported by a diverse group of interfaith volunteers, healthcare providers, and donors, culmore clinic offers compassionate medical care, counseling services as well as specialty referrals., and provide support to fairfax casa's mission of caring for abused or neglected children in cooperation with the fairfax county va juvenile and domestic relations district court., plus 7 other reported purposes.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 96% of its reported charitable disbursements as grants.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

STRONG - A large share of available resources goes to charitable grants and the filed numbers largely add up. No material rating questions were generated from the available inputs.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 77
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 69

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 59th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 77.5%; rating input score 77; 36th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 19 of 19 controls in place; rating input score 100
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Pass
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 10; rating input score 100

Endowment Health

  • Endowment-health comparison: 20.32; rating input score 69; 69th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: At least 100% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 69th percentile for endowment coverage
  • Consistency: 10 of 10 current checks pass
  • Filing history: 6 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • Money network: 10 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.