SMITH FAMILY FOUNDATION INC
Cite this
Plain text SMITH FAMILY FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2011–2025. https://furp.org/org/smith-family-foundation-inc-352015637. Retrieved 2026-10-31.
APA furp.org. (n.d.). SMITH FAMILY FOUNDATION INC [Nonprofit organization profile; tax years 2011–2025]. Retrieved October 31, 2026, from https://furp.org/org/smith-family-foundation-inc-352015637
MLA “SMITH FAMILY FOUNDATION INC.” furp.org, tax years 2011–2025, https://furp.org/org/smith-family-foundation-inc-352015637. Accessed 31 Oct. 2026.
Retrieved 2026-10-31; covers tax years 2011–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990PF · revenue $11.1M · expenses $6.6M · assets $48.3M
- EIN
- 35-2015637
- Address
- 11711 N MERIDIAN ST STE 600, CARMEL, IN 46032-4548
- NTEE code
- T20Z
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- May 1998 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 3 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Jeffrey H Thomasson | DIRECTOR/SECRETARY & TREAS | 2011-2025 | 2 | $0 reported | 2 |
| Lonnie M Smith | DIRECTOR/PRESIDENT | 2011-2025 | 2 | $0 reported | 1 |
| Cheryl D Smith | DIRECTOR/VICE-PRESIDENT | 2011-2025 | 2 | $0 reported | 1 |
People by year
2025 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LONNIE M SMITH | DIRECTOR/PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| CHERYL D SMITH | DIRECTOR/VICE-PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| JEFFREY H THOMASSON | DIRECTOR/SECRETARY & TREAS | 2 | $0 | - | $0 | $0 | 2 |
2024 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LONNIE M SMITH | DIRECTOR/PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| CHERYL D SMITH | DIRECTOR/VICE-PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| JEFFREY H THOMASSON | DIRECTOR/SECRETARY & TREAS | 2 | $0 | - | $0 | $0 | 2 |
2023 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LONNIE M SMITH | DIRECTOR/PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| CHERYL D SMITH | DIRECTOR/VICE-PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| JEFFREY H THOMASSON | DIRECTOR/SECRETARY & TREAS | 2 | $0 | - | $0 | $0 | 2 |
2022 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LONNIE M SMITH | DIRECTOR/PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| CHERYL D SMITH | DIRECTOR/VICE-PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| JEFFREY H THOMASSON | DIRECTOR/SECRETARY & TREAS | 2 | $0 | - | $0 | $0 | 2 |
2021 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LONNIE M SMITH | DIRECTOR/PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| CHERYL D SMITH | DIRECTOR/VICE-PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| JEFFREY H THOMASSON | DIRECTOR/SECRETARY & TREAS | 2 | $0 | - | $0 | $0 | 2 |
2020 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LONNIE M SMITH | DIRECTOR/PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| CHERYL D SMITH | DIRECTOR/VICE-PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| JEFFREY H THOMASSON | DIRECTOR/SECRETARY & TREAS | 2 | $0 | - | $0 | $0 | 2 |
2019 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LONNIE M SMITH | DIRECTOR/PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| CHERYL D SMITH | DIRECTOR/VICE-PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| JEFFREY H THOMASSON | DIRECTOR/SECRETARY & TREAS | 2 | $0 | - | $0 | $0 | 2 |
2018 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LONNIE M SMITH | DIRECTOR/PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| CHERYL D SMITH | DIRECTOR/VICE-PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| JEFFREY H THOMASSON | DIRECTOR/SECRETARY & TREAS | 2 | $0 | - | $0 | $0 | 2 |
2017 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LONNIE M SMITH | DIRECTOR/PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| CHERYL D SMITH | DIRECTOR/VICE-PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| JEFFREY H THOMASSON | DIRECTOR/SECRETARY & TREAS | 2 | $0 | - | $0 | $0 | 2 |
2016 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| lonnie m smith | director/president | 2 | $0 | - | $0 | $0 | 1 |
| cheryl d smith | director/vice-president | 2 | $0 | - | $0 | $0 | 1 |
| jeffrey h thomasson | director/secretary & treas | 2 | $0 | - | $0 | $0 | 2 |
2015 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| lonnie m smith | director/president | 2 | $0 | - | $0 | $0 | 1 |
| cheryl d smith | director/vice-president | 2 | $0 | - | $0 | $0 | 1 |
| jeffrey h thomasson | director/secretary & treas | 2 | $0 | - | $0 | $0 | 2 |
2014 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LONNIE M SMITH | DIRECTOR/PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| CHERYL D SMITH | DIRECTOR/VICE-PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| JEFFREY H THOMASSON | DIRECTOR/SECRETARY & TREAS | 2 | $0 | - | $0 | $0 | 2 |
2013 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LONNIE M SMITH | DIRECTOR/PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| CHERYL D SMITH | DIRECTOR/VICE-PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| JEFFREY H THOMASSON | DIRECTOR/SECRETARY & TREAS | 2 | $0 | - | $0 | $0 | 2 |
2012 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LONNIE M SMITH | DIRECTOR/PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| CHERYL D SMITH | DIRECTOR/VICE-PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| JEFFREY H THOMASSON | DIRECTOR/SECRETARY & TREAS | 2 | $0 | - | $0 | $0 | 2 |
2011 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LONNIE M SMITH | DIRECTOR/PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| CHERYL D SMITH | DIRECTOR/VICE-PRESIDENT | 2 | $0 | - | $0 | $0 | 1 |
| JEFFREY H THOMASSON | DIRECTOR/SECRETARY & TREAS | 2 | $0 | - | $0 | $0 | 2 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 68 grants to organizations · $6.3M
2024 · 64 grants to organizations · $5.8M
2023 · 72 grants to organizations · $4.2M
2022 · 69 grants to organizations · $3.1M
2021 · 70 grants to organizations · $3.5M
2020 · 56 grants to organizations · $2.5M
2019 · 53 grants to organizations · $2.2M
2018 · 52 grants to organizations · $2.0M
2017 · 50 grants to organizations · $1.4M
2016 · 42 grants to organizations · $831K
2015 · 39 grants to organizations · $566K
2014 · 22 grants to organizations · $428K
2013 · 14 grants to organizations · $254K
2012 · 7 grants to organizations · $160K
2011 · 5 grants to organizations · $60K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2025 · 1 contributor · $6.1M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | LONNIE M SMITH AND CHERYL D SMITH | Person | SARATOGA, CA | $6,062,959 | $6,062,959 | Form 990PF Sch. B, 2025 · filing |
2024 · 1 contributor · $3.1M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | LONNIE M SMITH AND CHERYL D SMITH | Person | SARATOGA, CA | $3,127,232 | $3,127,232 | Form 990PF Sch. B, 2024 · filing |
2023 · 1 contributor · $1.2M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | LONNIE M SMITH AND CHERYL D SMITH | Person | SARATOGA, CA | $1,201,208 | $1,201,208 | Form 990PF Sch. B, 2023 · filing |
2022 · 1 contributor · $9.4M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | LONNIE M SMITH AND CHERYL D SMITH | Person | SARATOGA, CA | $9,354,152 | $9,354,152 | Form 990PF Sch. B, 2022 · filing |
2021 · 1 contributor · $3.3M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | LONNIE M SMITH AND CHERYL D SMITH | Person | SARATOGA, CA | $3,321,243 | $3,321,243 | Form 990PF Sch. B, 2021 · filing |
2020 · 1 contributor · $1.8M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | LONNIE M SMITH AND CHERYL D SMITH | Person | SARATOGA, CA | $1,776,748 | $1,776,748 | Form 990PF Sch. B, 2020 · filing |
2019 · 1 contributor · $2.6M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | LONNIE M SMITH AND CHERYL D SMITH | Person | SARATOGA, CA | $2,631,448 | $2,631,448 | Form 990PF Sch. B, 2019 · filing |
2018 · 2 contributors · $5.4M
2017 · 1 contributor · $4.2M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | LONNIE M SMITH AND CHERYL D SMITH | Organization or other | SARATOGA, CA | $4,170,360 | $4,170,360 | Form 990PF Sch. B, 2017 · filing |
2016 · 1 contributor · $1.9M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | lonnie m smith and CHERYL D SMITH | Organization or other | SARATOGA, CA | $1,876,150 | $1,876,150 | Form 990PF Sch. B, 2016 · filing |
2015 · 2 contributors · $4.0M
2014 · 1 contributor · $2.6M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | LONNIE M SMITH CHERYL D SMITH | Person | SARATOGA, CA | $2,556,900 | $2,556,900 | Form 990PF Sch. B, 2014 · filing |
2012 · 2 contributors · $5.9M
2011 · 1 contributor · $2K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | LONNIE M SMITH | Person | SUNNYVALE, CA | $1,877 | - | Form 990PF Sch. B, 2011 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $11,119,430 | $6,566,253 | $48,269,376 | $48,269,376 | $6,062,959 | - | $0 | - | - |
| 2024 · Form 990PF | ||||||||
| $11,328,256 | $5,953,789 | $43,716,199 | $43,716,199 | $3,127,232 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $4,496,056 | $4,263,447 | $38,341,732 | $38,341,732 | $1,201,208 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $9,836,925 | $3,238,595 | $38,109,123 | $38,109,123 | $9,354,152 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $7,633,773 | $3,578,332 | $31,510,793 | $31,510,793 | $3,321,243 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $4,775,290 | $2,538,902 | $27,455,352 | $27,455,352 | $1,776,748 | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $2,832,809 | $2,523,038 | $25,218,964 | $25,218,964 | $2,631,448 | - | $0 | - | - |
| 2018 · Form 990PF | ||||||||
| $9,977,498 | $2,081,097 | $24,909,193 | $24,909,193 | $5,415,695 | - | $0 | - | - |
| 2017 · Form 990PF | ||||||||
| $5,178,222 | $1,424,887 | $17,012,792 | $17,012,792 | $4,170,360 | - | $0 | - | - |
| 2016 · Form 990PF | ||||||||
| $1,933,738 | $856,127 | $13,239,457 | $13,239,457 | $1,876,150 | - | $0 | - | - |
| 2015 · Form 990PF | ||||||||
| $3,876,728 | $586,714 | $12,161,846 | $12,161,846 | $4,024,105 | - | $0 | - | - |
| 2014 · Form 990PF | ||||||||
| $2,572,849 | $440,264 | $8,871,832 | $8,871,832 | $2,556,900 | - | $0 | - | - |
| 2013 · Form 990PF | ||||||||
| $35,166 | $267,097 | $6,739,247 | $6,739,247 | $2,825 | - | $0 | - | - |
| 2012 · Form 990PF | ||||||||
| $6,114,864 | $175,361 | $6,971,178 | $6,971,178 | - | - | $0 | - | - |
| 2011 · Form 990PF | ||||||||
| $11,257 | $68,214 | $1,031,675 | $1,031,675 | - | - | $0 | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- JERRY L BURRIS AND BARBARA J BURRIS FOUNDATION INC Indianapolis, IN · 1 person in common (Jeffrey H Thomasson)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| GARATONI-SMITH FAMILY FOUNDATION | IN | T20 | $12,408,483 | $3,475,264 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| THE NAMASTE FOUNDATION INC | IN | T20 | $7,588,723 | $636,240 | Secretary/Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| ELEVANCE HEALTH FOUNDATION INC | IN | T20 | $9,741,175 | $30,725,329 | Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| JUDD LEIGHTON FOUNDATION INC | IN | T20 | $11,031,966 | $13,259,990 | President / Treasurer | $165,000 | Same NTEE code T20, revenue within 2x, same state |
| MICHAEL A AND CONNIE V JOINES FAMILY FOUNDATION INC | IN | T20 | $7,993,629 | $2,675,407 | CO-CHAIRPERSON | $0 | Same NTEE code T20, revenue within 2x, same state |
| NINA AND JAMES MEYER FAMILY FOUNDATION | IN | T20 | $8,217,558 | $333,557 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| SOURLIS IRRV CHARITABLE TR | IN | T20 | $7,371,768 | $707,612 | TRUSTEE | $46,805 | Same NTEE code T20, revenue within 2x, same state |
| SEGAL FAMILY FOUNDATION INC | NJ | T20 | $13,696,328 | $22,910,216 | EMPLOYEE | $384,525 | Same NTEE code T20, revenue within 2x, similar name |
| DUGAS FAMILY FOUNDATION INC | TN | T20 | $11,084,203 | $1,347,696 | PRESIDENT/DIRECTOR/MEMBER | $5,000 | Same NTEE code T20, revenue within 2x, similar name |
| BERGER FAMILY FOUNDATION INC | NY | T20 | $12,231,647 | $1,596,908 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| LUBERT FAMILY FOUNDATION INC | PA | T20 | $9,494,389 | $1,744,163 | vice-president | $75,000 | Same NTEE code T20, revenue within 2x, similar name |
| CONROY FAMILY FOUNDATION INC | WI | T20 | $8,672,084 | $343,299 | SECRETARY, DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, similar name |
| TANEJA FAMILY FOUNDATION INC | FL | T20 | $16,371,612 | $29,467,433 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| ARNALL FAMILY FOUNDATION INC | OK | T20 | $18,296,286 | $2,465,494 | Creative Mgr | $156,017 | Same NTEE code T20, revenue within 2x, similar name |
| DUGAS FAMILY FOUNDATION II INC | TN | T20 | $11,301,290 | $923,773 | VICE PRESIDENT/DIRECTOR/MEMBER | $5,000 | Same NTEE code T20, revenue within 2x, similar name |
| FAITH SOMMERFIELD FAMILY FOUNDATION INC | NY | T20 | $9,977,090 | $3,006,928 | EXECUTIVE DIRECTOR | $213,770 | Same NTEE code T20, revenue within 2x, similar name |
| ENGELKE FAMILY FOUNDATION INC | WI | T20 | $19,225,237 | $3,614,341 | PRESIDENT, TREASURER, DIR. | $0 | Same NTEE code T20, revenue within 2x, similar name |
| THE SUMNER FAMILY FOUNDATION INC | NJ | T20 | $8,246,208 | $4,325,310 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, similar name |
| THE KLUMP FAMILY FOUNDATION INC | GA | T20 | $8,063,452 | $4,529,493 | TRUSTEE, PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| LU FAMILY FOUNDATION | TX | T20 | $11,285,982 | $2,259,464 | Secretary | $0 | Same NTEE code T20, revenue within 2x, similar name |
| JK FAMILY FOUNDATION | NV | T20 | $9,657,962 | $52,347 | Trustee | $0 | Same NTEE code T20, revenue within 2x, similar name |
| FIE FAMILY FOUNDATION | CO | T20 | $8,917,630 | $292,299 | VP & TREASR | $0 | Same NTEE code T20, revenue within 2x, similar name |
| SINHA FAMILY FOUNDATION | CA | T20 | $7,702,879 | $119,631 | President | $0 | Same NTEE code T20, revenue within 2x, similar name |
| SACKS FAMILY FOUNDATION | IL | T20 | $17,812,248 | $7,023,808 | PRESIDENT/TREASURER | $0 | Same NTEE code T20, revenue within 2x, similar name |
| T W BARKER FAMILY FOUNDATION INC | KY | T20 | $10,350,804 | $898,394 | President | $0 | Same NTEE code T20, revenue within 2x, similar name |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| The David Herro Charitable Foundation | Private foundation | $3,495,517 | 2 | 1 | 2021–2021 | HF FOUNDATION INC |
| WORLD WIDE TECHNOLOGY FOUNDATION | Private foundation | $25,000 | 1 | 1 | 2022–2022 | STEWARD FAMILY FOUNDATION |
| ONWARD A LEGACY FOUNDATION | DAF sponsor | $21,127 | 1 | 1 | 2021–2021 | LOR FOUNDATION INC |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | $10,000 | 1 | 1 | 2023–2023 | RILEY FAMILY FOUNDATION |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $6,566,253 spent · pay $0 · grants $6,270,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,270,000 | 95.5% | |
| Taxes | $221,623 | 3.4% | |
| Fees: other professional | $69,265 | 1.1% | |
| Fees: accounting | $5,365 | 0.1% | |
| Total | $6,566,253 | 100% |
2024 · Form 990PF · $5,953,789 spent · pay $0 · grants $5,792,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $5,792,500 | 97.3% | |
| Taxes | $93,713 | 1.6% | |
| Fees: other professional | $62,466 | 1.0% | |
| Fees: accounting | $5,110 | 0.1% | |
| Total | $5,953,789 | 100% |
2023 · Form 990PF · $4,263,447 spent · pay $0 · grants $4,213,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,213,000 | 98.8% | |
| Fees: other professional | $45,672 | 1.1% | |
| Fees: accounting | $4,775 | 0.1% | |
| Total | $4,263,447 | 100% |
2022 · Form 990PF · $3,238,595 spent · pay $0 · grants $3,145,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,145,000 | 97.1% | |
| Fees: other professional | $47,024 | 1.5% | |
| Taxes | $42,511 | 1.3% | |
| Fees: accounting | $4,060 | 0.1% | |
| Total | $3,238,595 | 100% |
2021 · Form 990PF · $3,578,332 spent · pay $0 · grants $3,465,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,465,000 | 96.8% | |
| Fees: other professional | $67,197 | 1.9% | |
| Taxes | $42,775 | 1.2% | |
| Fees: accounting | $3,360 | 0.1% | |
| Total | $3,578,332 | 100% |
2020 · Form 990PF · $2,538,902 spent · pay $0 · grants $2,460,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,460,000 | 96.9% | |
| Fees: other professional | $54,057 | 2.1% | |
| Taxes | $21,645 | 0.9% | |
| Fees: accounting | $3,200 | 0.1% | |
| Total | $2,538,902 | 100% |
2019 · Form 990PF · $2,523,038 spent · pay $0 · grants $2,215,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,215,000 | 87.8% | |
| Taxes | $257,267 | 10.2% | |
| Fees: other professional | $47,703 | 1.9% | |
| Fees: accounting | $3,045 | 0.1% | |
| Other expenses | $23 | 0.0% | |
| Total | $2,523,038 | 100% |
2018 · Form 990PF · $2,081,097 spent · pay $0 · grants $2,044,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,044,000 | 98.2% | |
| Fees: other professional | $33,069 | 1.6% | |
| Fees: accounting | $3,045 | 0.1% | |
| Taxes | $983 | 0.0% | |
| Total | $2,081,097 | 100% |
2017 · Form 990PF · $1,424,887 spent · pay $0 · grants $1,392,021 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,392,021 | 97.7% | |
| Fees: other professional | $24,725 | 1.7% | |
| Fees: legal | $4,601 | 0.3% | |
| Fees: accounting | $3,540 | 0.2% | |
| Total | $1,424,887 | 100% |
2016 · Form 990PF · $856,127 spent · pay $0 · grants $831,089 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $831,089 | 97.1% | |
| Fees: other professional | $21,829 | 2.5% | |
| Fees: accounting | $3,180 | 0.4% | |
| Other expenses | $29 | 0.0% | |
| Total | $856,127 | 100% |
2015 · Form 990PF · $586,714 spent · pay $0 · grants $566,031 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $566,031 | 96.5% | |
| Fees: other professional | $17,668 | 3.0% | |
| Fees: accounting | $3,005 | 0.5% | |
| Other expenses | $10 | 0.0% | |
| Total | $586,714 | 100% |
2014 · Form 990PF · $440,264 spent · pay $0 · grants $427,947 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $427,947 | 97.2% | |
| Fees: other professional | $9,807 | 2.2% | |
| Fees: accounting | $2,500 | 0.6% | |
| Other expenses | $10 | 0.0% | |
| Total | $440,264 | 100% |
2013 · Form 990PF · $267,097 spent · pay $0 · grants $254,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $254,000 | 95.1% | |
| Fees: other professional | $10,272 | 3.8% | |
| Fees: accounting | $2,825 | 1.1% | |
| Total | $267,097 | 100% |
2012 · Form 990PF · $175,361 spent · pay $0 · grants $160,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $160,000 | 91.2% | |
| Fees: other professional | $7,251 | 4.1% | |
| Taxes | $6,000 | 3.4% | |
| Fees: accounting | $2,100 | 1.2% | |
| Other expenses | $10 | 0.0% | |
| Total | $175,361 | 100% |
2011 · Form 990PF · $68,214 spent · pay $0 · grants $60,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $60,000 | 88.0% | |
| Fees: other professional | $4,227 | 6.2% | |
| Fees: accounting | $2,100 | 3.1% | |
| Fees: legal | $1,877 | 2.8% | |
| Other expenses | $10 | 0.0% | |
| Total | $68,214 | 100% |
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