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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| The Haverford Trust Company Institution | CO-TRUSTEE | 2020-2025 | $113,287 | $418,902 | 11 |
| Warren Meltzer | CO-TRUSTEE | 2023-2025 | $72,957 | $153,432 | 1 |
| Roy S Ross (former) | Co-Trustee | 2020-2023 | $2,410 | $94,679 | 1 |
People by year
2025 · 2 people listed · 2 paid, $186K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE HAVERFORD TRUST COMPANY Institution | CO-TRUSTEE | 0 | $113,287 | - | - | $113,287 | 11 |
| WARREN MELTZER | CO-TRUSTEE | 0 | $72,957 | - | - | $72,957 | 1 |
2024 · 2 people listed · 2 paid, $150K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE HAVERFORD TRUST COMPANY Institution | CO-TRUSTEE | 0 | $108,297 | - | - | $108,297 | 11 |
| WARREN MELTZER | CO-TRUSTEE | 0 | $42,137 | - | - | $42,137 | 1 |
2023 · 3 people listed · 3 paid, $91K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Haverford Trust Company Institution | Co-Trustee | 3 | $50,688 | - | $0 | $50,688 | 11 |
| Warren Meltzer | Co-Trustee | 5 | $38,338 | - | $0 | $38,338 | 1 |
| Roy S Ross | Co-Trustee | 1 | $2,410 | - | $0 | $2,410 | 1 |
2022 · 2 people listed · 2 paid, $82K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE HAVERFORD TRUST COMPANY Institution | CO-TRUSTEE | 3 | $51,752 | - | $0 | $51,752 | 11 |
| ROY S ROSS | CO-TRUSTEE | 3 | $30,268 | - | $0 | $30,268 | 1 |
2021 · 2 people listed · 2 paid, $86K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE HAVERFORD TRUST COMPANY Institution | CO-TRUSTEE | 3 | $51,506 | - | $0 | $51,506 | 11 |
| ROY S ROSS | CO-TRUSTEE | 3 | $34,414 | - | $0 | $34,414 | 1 |
2020 · 2 people listed · 2 paid, $71K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE HAVERFORD TRUST COMPANY Institution | CO-TRUSTEE | 3 | $43,372 | - | $0 | $43,372 | 11 |
| ROY S ROSS | CO-TRUSTEE | 3 | $27,587 | - | $0 | $27,587 | 1 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $5,145,224 | $1,061,416 | $15,760,155 | $15,760,155 | - | - | $186,244 | - | - |
| 2024 · Form 990PF | ||||||||
| $2,660,610 | $943,932 | $11,578,742 | $11,578,742 | - | - | $150,434 | - | - |
| 2023 · Form 990PF | ||||||||
| $1,200,440 | $914,987 | $9,864,885 | $9,864,885 | - | - | $91,436 | - | - |
| 2022 · Form 990PF | ||||||||
| $475,301 | $955,320 | $9,582,580 | $9,582,580 | - | - | $82,020 | - | - |
| 2021 · Form 990PF | ||||||||
| $884,404 | $796,429 | $10,062,255 | $10,062,255 | - | - | $85,920 | - | - |
| 2020 · Form 990PF | ||||||||
| $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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| THE STEINMAN FOUNDATION | PA | T20 | $5,791,130 | $7,170,399 | DIRECTOR | $40,000 | Same NTEE code T20, revenue within 2x, same state |
| THERESA AND EDWARD OTOOLE FOUNDATION | PA | T20 | $4,640,460 | $5,656,183 | TRUSTEE | $580,747 | Same NTEE code T20, revenue within 2x, same state |
| THE KING MASSABNI FAMILY FOUNDATION | PA | T20 | $4,983,808 | $313 | PRESIDENT/DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| PTS FOUNDATION | PA | T20 | $5,789,550 | $1,468,365 | DIRECTOR & CHAIRPERSON | $0 | Same NTEE code T20, revenue within 2x, same state |
| BURKE FOUNDATION | PA | T20 | $5,617,320 | $5,559,219 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| LUIS VON AHN FOUNDATION | PA | T20 | $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 INC | PA | T20 | $5,374,179 | $3,311,337 | CHAIR/PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| WAY FOUNDATION INC | PA | T20 | $5,356,613 | $1,721,416 | Dir, VP, Pres | $0 | Same NTEE code T20, revenue within 2x, same state |
| SHARON H LIMAYE FOUNDATION | PA | T20 | $5,665,575 | $172,764 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| FULTON FORWARD FOUNDATION | PA | T20 | $5,725,001 | $1,921,687 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| NERNEY FAMILY FOUNDATION | PA | T20 | $4,792,942 | $1,424,216 | DIR. OF CAREER TRAIN | $106,822 | Same NTEE code T20, revenue within 2x, same state |
| LEGACY OF LIFE FOUNDATION | PA | T20 | $4,523,150 | $2,914,119 | EXECUTIVE DIRECTOR | $149,955 | Same NTEE code T20, revenue within 2x, same state |
| SALVAGGIO FAMILY FOUNDATION TR 10011998 | PA | T20 | $4,349,756 | $4,364,773 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| BLUE HERON FOUNDATION OF PA | PA | T20 | $5,016,453 | $0 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| INDEPENDENCE BLUE CROSS FOUNDATION | PA | T20 | $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 TRUST | PA | T20 | $4,534,945 | $88,534 | TRUSTEE | $23,347 | Same NTEE code T20, revenue within 2x, same state |
| PENNSYLVANIA BREAST CANCER COALITION | PA | T20 | $4,591,925 | $2,241,508 | PRESIDENT | $199,242 | Same NTEE code T20, revenue within 2x, same state |
| EVELYN S AND K E BARRETT FOUNDATION | ME | T20 | $5,033,704 | $2,779,290 | Trustee | $195,700 | Same NTEE code T20, revenue within 2x, similar name |
| THE ANNA AND JOHN J SIE FOUNDATION | CO | T20 | $5,149,862 | $4,224,180 | ED | $160,277 | Same NTEE code T20, revenue within 2x, similar name |
| KELVIN AND ELEANOR SMITH FOUNDATION | OH | T20 | $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 INC | NY | T20 | $5,735,882 | $3,441,719 | SECRETARY/TREASURER | $0 | Same NTEE code T20, revenue within 2x |
| THE JIM AND TABITHA FURYK FOUNDATION INC | FL | T20 | $6,040,831 | $6,035,905 | TOURNAMENT DIRECTOR | $150,000 | Same NTEE code T20, revenue within 2x |
| THE AZEEZ FOUNDATION | FL | T20 | $5,157,389 | $1,435,178 | PRESIDENT/CHAIRMAN | $0 | Same NTEE code T20, revenue within 2x |
| THE STATEN ISLAND FOUNDATION | NY | T20 | $4,850,739 | $4,576,724 | EXECUTIVE DIRECTOR | $181,892 | Same NTEE code T20, revenue within 2x |
| THE ADITI FOUNDATION | SD | T20 | $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).
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
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $735,000 | 69.2% | |
| Pay: officers, directors, trustees | $186,244 | 17.5% | |
| Taxes | $140,172 | 13.2% | |
| Total | $1,061,416 | 100% |
2024 · Form 990PF · $943,932 spent · pay $150,434 · grants $742,400 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $943,932 | 100% |
2023 · Form 990PF · $914,987 spent · pay $91,436 · grants $765,150 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $914,987 | 100% |
2022 · Form 990PF · $955,320 spent · pay $82,020 · grants $788,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $955,320 | 100% |
2021 · Form 990PF · $796,429 spent · pay $85,920 · grants $631,250 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $796,429 | 100% |
2020 · Form 990PF · $649,142 spent · pay $70,959 · grants $515,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $649,142 | 100% |
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