THE@JOSEPHINE AND EVELYN S SMITH FOUNDATION

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Reduce your risk when donating: see where the money actually goes.

Cite this

Plain text THE@JOSEPHINE AND EVELYN S SMITH FOUNDATION. furp.org, nonprofit organization profile, tax years 2020–2025. https://furp.org/org/the-josephine-and-evelyn-s-smith-foundation-387137897. Retrieved 2026-11-10.

APA furp.org. (n.d.). THE@JOSEPHINE AND EVELYN S SMITH FOUNDATION [Nonprofit organization profile; tax years 2020–2025]. Retrieved November 10, 2026, from https://furp.org/org/the-josephine-and-evelyn-s-smith-foundation-387137897

MLA “THE@JOSEPHINE AND EVELYN S SMITH FOUNDATION.” furp.org, tax years 2020–2025, https://furp.org/org/the-josephine-and-evelyn-s-smith-foundation-387137897. Accessed 10 Nov. 2026.

Retrieved 2026-11-10; covers tax years 2020–2025. Data: furp.org (index © the FURP Alliance; the records are public domain).

2025 · Form 990PF · revenue $5.1M · expenses $1.1M · assets $15.8M

EIN
38-7137897
Address
THREE RADNOR CORP CENTER SUITE 450, RADNOR, PA 19087-4580
NTEE code
T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
September 2015 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
The Haverford Trust Company Institution CO-TRUSTEE2020-2025 $113,287$418,902 11
Warren Meltzer CO-TRUSTEE2023-2025 $72,957$153,432 1
Roy S Ross (former) Co-Trustee2020-2023 $2,410$94,679 1

People by year

2025 · 2 people listed · 2 paid, $186K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE HAVERFORD TRUST COMPANY Institution CO-TRUSTEE0 $113,287-- $113,28711
WARREN MELTZER CO-TRUSTEE0 $72,957-- $72,9571
2024 · 2 people listed · 2 paid, $150K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE HAVERFORD TRUST COMPANY Institution CO-TRUSTEE0 $108,297-- $108,29711
WARREN MELTZER CO-TRUSTEE0 $42,137-- $42,1371
2023 · 3 people listed · 3 paid, $91K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
The Haverford Trust Company Institution Co-Trustee3 $50,688-$0 $50,68811
Warren Meltzer Co-Trustee5 $38,338-$0 $38,3381
Roy S Ross Co-Trustee1 $2,410-$0 $2,4101
2022 · 2 people listed · 2 paid, $82K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE HAVERFORD TRUST COMPANY Institution CO-TRUSTEE3 $51,752-$0 $51,75211
ROY S ROSS CO-TRUSTEE3 $30,268-$0 $30,2681
2021 · 2 people listed · 2 paid, $86K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE HAVERFORD TRUST COMPANY Institution CO-TRUSTEE3 $51,506-$0 $51,50611
ROY S ROSS CO-TRUSTEE3 $34,414-$0 $34,4141
2020 · 2 people listed · 2 paid, $71K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE HAVERFORD TRUST COMPANY Institution CO-TRUSTEE3 $43,372-$0 $43,37211
ROY S ROSS CO-TRUSTEE3 $27,587-$0 $27,5871

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 · 13 grants to organizations · $735K
2024 · 12 grants to organizations · $742K
2023 · 13 grants to organizations · $765K
2022 · 15 grants to organizations · $788K
2021 · 15 grants to organizations · $631K
2020 · 14 grants to organizations · $515K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$5,145,224$1,061,416 $15,760,155$15,760,155 -- $186,244--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$2,660,610$943,932 $11,578,742$11,578,742 -- $150,434--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$1,200,440$914,987 $9,864,885$9,864,885 -- $91,436--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$475,301$955,320 $9,582,580$9,582,580 -- $82,020--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$884,404$796,429 $10,062,255$10,062,255 -- $85,920--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$526,873$649,142 $9,975,989$9,975,989 -- $70,959--

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. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
THE STEINMAN FOUNDATIONPAT20 $5,791,130$7,170,399 DIRECTOR$40,000 Same NTEE code T20, revenue within 2x, same state
THERESA AND EDWARD OTOOLE FOUNDATIONPAT20 $4,640,460$5,656,183 TRUSTEE$580,747 Same NTEE code T20, revenue within 2x, same state
THE KING MASSABNI FAMILY FOUNDATIONPAT20 $4,983,808$313 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
PTS FOUNDATIONPAT20 $5,789,550$1,468,365 DIRECTOR & CHAIRPERSON$0 Same NTEE code T20, revenue within 2x, same state
BURKE FOUNDATIONPAT20 $5,617,320$5,559,219 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
LUIS VON AHN FOUNDATIONPAT20 $4,541,735$5,543,217 GLOBAL DIRECTOR AND SECRETARY$418,755 Same NTEE code T20, revenue within 2x, same state
LEO AND PEGGY PIERCE FAMILY FOUNDATION INCPAT20 $5,374,179$3,311,337 CHAIR/PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
WAY FOUNDATION INCPAT20 $5,356,613$1,721,416 Dir, VP, Pres$0 Same NTEE code T20, revenue within 2x, same state
SHARON H LIMAYE FOUNDATIONPAT20 $5,665,575$172,764 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
FULTON FORWARD FOUNDATIONPAT20 $5,725,001$1,921,687 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
NERNEY FAMILY FOUNDATIONPAT20 $4,792,942$1,424,216 DIR. OF CAREER TRAIN$106,822 Same NTEE code T20, revenue within 2x, same state
LEGACY OF LIFE FOUNDATIONPAT20 $4,523,150$2,914,119 EXECUTIVE DIRECTOR$149,955 Same NTEE code T20, revenue within 2x, same state
SALVAGGIO FAMILY FOUNDATION TR 10011998PAT20 $4,349,756$4,364,773 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
BLUE HERON FOUNDATION OF PAPAT20 $5,016,453$0 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
INDEPENDENCE BLUE CROSS FOUNDATIONPAT20 $4,487,181$10,665,804 CHAIRMAN OF BOARD OF DIRECTORS$0 Same NTEE code T20, revenue within 2x, same state
JOHN H STEGNER AND HELEN A STEGNER CHARITABLE TRUSTPAT20 $4,534,945$88,534 TRUSTEE$23,347 Same NTEE code T20, revenue within 2x, same state
PENNSYLVANIA BREAST CANCER COALITIONPAT20 $4,591,925$2,241,508 PRESIDENT$199,242 Same NTEE code T20, revenue within 2x, same state
EVELYN S AND K E BARRETT FOUNDATIONMET20 $5,033,704$2,779,290 Trustee$195,700 Same NTEE code T20, revenue within 2x, similar name
THE ANNA AND JOHN J SIE FOUNDATIONCOT20 $5,149,862$4,224,180 ED$160,277 Same NTEE code T20, revenue within 2x, similar name
KELVIN AND ELEANOR SMITH FOUNDATIONOHT20 $6,058,287$10,360,551 PRESIDENT & CHAIR$280,000 Same NTEE code T20, revenue within 2x
THE JOAN F AND DONALD E AXINN FOUNDATION INCNYT20 $5,735,882$3,441,719 SECRETARY/TREASURER$0 Same NTEE code T20, revenue within 2x
THE JIM AND TABITHA FURYK FOUNDATION INCFLT20 $6,040,831$6,035,905 TOURNAMENT DIRECTOR$150,000 Same NTEE code T20, revenue within 2x
THE AZEEZ FOUNDATIONFLT20 $5,157,389$1,435,178 PRESIDENT/CHAIRMAN$0 Same NTEE code T20, revenue within 2x
THE STATEN ISLAND FOUNDATIONNYT20 $4,850,739$4,576,724 EXECUTIVE DIRECTOR$181,892 Same NTEE code T20, revenue within 2x
THE ADITI FOUNDATIONSDT20 $5,600,055$7,080,452 MANAGER$75,000 Same NTEE code T20, revenue within 2x

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).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
THE JOHN FREDERICK STEINMAN FOUNDATION $41,312,5021 1Private foundation2014–2014 THE STEINMAN FOUNDATION
ROBERTSON FOUNDATION FOR GOVERNMENT INC $15,549,6882 1Private foundation2020–2021 THE MEIER AND LINNARTZ FAMILY FOUNDATION
DAVID AND LUCILE PACKARD FOUNDATION $3,196,80010 1Private foundation2010–2023 THE GROVE FOUNDATION
SORENSON LEGACY FOUNDATION $2,913,0062 1Private foundation2019–2021 JOSEPH AND KATHLEEN SORENSON LEGACY FOUNDATION
THE SEATTLE FOUNDATION $2,400,0006 1DAF sponsor2019–2024 THE IRVING HARRIS FOUNDATION
RAYMOND JAMES CHARITABLE ENDOWMENT FUND $2,101,0005 1DAF sponsor2017–2024 LEGACY OF LIFE FOUNDATION
FORD FOUNDATION $1,300,0007 1Private foundation2009–2016 THE GROVE FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $921,6488 2DAF sponsor2018–2024 LEGACY OF LIFE FOUNDATION; PENNSYLVANIA BREAST CANCER COALITION
DONOR ADVISED CHARITABLE GIVING $268,0755 2DAF sponsor2021–2024 LEGACY OF LIFE FOUNDATION; THE NATHANIEL FOUNDATION INC
GATES FOUNDATION $250,0001 1Private foundation2013–2013 ACT FOUNDATION
THRIVE CAUSEMETICS FOUNDATION $220,3622 1Private foundation2024–2025 PENNSYLVANIA BREAST CANCER COALITION
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC $207,5006 2DAF sponsor2022–2024 PENNSYLVANIA BREAST CANCER COALITION; LEGACY OF LIFE FOUNDATION
THE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA $178,1254 1DAF sponsor2019–2023 LEGACY OF LIFE FOUNDATION
EDWARD CHARLES FOUNDATION $162,5002 1DAF sponsor2023–2024 GREG AND INDIA KEITH FOUNDATION
COMER FOUNDATION INC $147,8791 1Private foundation2024–2024 COMER SCIENCE AND EDUCATION 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 · $1,061,416 spent · pay $186,244 · grants $735,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $735,000 69.2%
Pay: officers, directors, trustees $186,244 17.5%
Taxes $140,172 13.2%
Total$1,061,416100%

View the filing

2024 · Form 990PF · $943,932 spent · pay $150,434 · grants $742,400 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $742,400 78.6%
Pay: officers, directors, trustees $150,434 15.9%
Taxes $31,978 3.4%
Fees: other professional $13,440 1.4%
Fees: legal $5,680 0.6%
Total$943,932100%

View the filing

2023 · Form 990PF · $914,987 spent · pay $91,436 · grants $765,150 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $765,150 83.6%
Pay: officers, directors, trustees $91,436 10.0%
Fees: other professional $50,699 5.5%
Taxes $5,433 0.6%
Fees: legal $1,831 0.2%
Other expenses $438 0.0%
Total$914,987100%

View the filing

2022 · Form 990PF · $955,320 spent · pay $82,020 · grants $788,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $788,000 82.5%
Pay: officers, directors, trustees $82,020 8.6%
Fees: other professional $51,752 5.4%
Taxes $20,576 2.2%
Fees: legal $12,972 1.4%
Total$955,320100%

View the filing

2021 · Form 990PF · $796,429 spent · pay $85,920 · grants $631,250 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $631,250 79.3%
Pay: officers, directors, trustees $85,920 10.8%
Fees: other professional $51,506 6.5%
Fees: legal $14,749 1.9%
Taxes $13,004 1.6%
Total$796,429100%

View the filing

2020 · Form 990PF · $649,142 spent · pay $70,959 · grants $515,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $515,000 79.3%
Pay: officers, directors, trustees $70,959 10.9%
Fees: other professional $43,373 6.7%
Fees: legal $11,822 1.8%
Taxes $7,988 1.2%
Total$649,142100%

View the filing

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