Steven B & Julie K Smith Family
EIN 391868792Total Given 2016–2020
$749K
18 grants · $150K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $2K–$7K
grant size
56%
supporter · 5/9 multi-year
repeat
$681K
Assets (2019)
9
Distinct Recipients
About
THE STEVEN B & JULIE SMITH FAMILY FOUNDATION (TIN: 39-1868792) MADE A COMPLETE DISTRIBUTION OF ALL ITS ASSETS IN DISSOLUTION ON JUNE 23, 2020. THE ASSETS WERE TRANSFERRED TO THE STEVEN & JULIE SMITH FAMILY FUND, A DONOR ADVISED FUND AT FIDELITY. SEE DISSOLUTION STATEMENT FOR COMPLETE DETAILS.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(239) 691-6731
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $26K | $691K | $13K | 3 |
| 2017 | $16K | $696K | $21K | 4 |
| 2018 | $34K | $647K | $29K | 8 |
| 2019 | N/A | $681K | $33K | N/A |
| 2020 | $673K | $0 | $15K | 3 |
Grant Size Distribution
Based on 18 grants on record
Minimum
$1K
25th Pctl
$2K
Median
$5K
Average
$42K
75th Pctl
$7K
Maximum
$656K
Geographic Distribution
Officers & Directors
SS
Steven B Smith
5+ yrs
Director
JS
Julie K Smith
5+ yrs
Director
JS
Julie K Smith
5+ yrs
Director
SS
Steven B Smith
5+ yrs
Director
JS
Julie K Smith
5+ yrs
Director
SS
Steven B Smith
5+ yrs
Director
JS
Julie K Smith
5+ yrs
Director
SS
Steven B Smith
5+ yrs
Director
SS
Steven B Smith
5+ yrs
Director
JS
Julie K Smith
5+ yrs
Director
Grants Awarded (18 total)
| Purpose | ||||
|---|---|---|---|---|
| Steven and Julie Smith Family Fund | Naples, FL | $655,734 | DONATION IN DISSOLUTION OF ORGANIZATION TO A DONOR ADVISED FUND. | 2020 |
| Galisano Childrens Hospital | Fort myers, FL | $20,000 | Donation to organization | 2016 |
| Kansas State University Foundation | Manhattan, KS | $12,000 | DONATION TO ORGANIZATION | 2020 |
| Southwest Florida Community Foundation | Fort Myers, FL | $10,000 | DONATION TO ORGANIZATION | 2018 |
| Galisano Childrens Hospital | Fort Myers, FL | $7,500 | DONATION TO ORGANIZATION | 2018 |
| Kansas State University Foundation | Manhattan, KS | $7,000 | DONATION TO ORGANIZATION | 2018 |
| Denver Active 20-30 Childrens Foundation | Denver, CO | $5,000 | DONATION TO ORGANIZATION | 2020 |
| Denver Active 20-30 Childrens Foundation | Denver, CO | $5,000 | Donation to Organization | 2016 |
| Denver Active 20-30 Childrens Foundation | Denver, CO | $5,000 | DONATION TO ORGANIZATION | 2017 |
| Galisano Childrens Hospital | Fort Myers, FL | $5,000 | DONATION TO ORGANIZATION | 2017 |
| Roundup River Ranch | Gypsum, CO | $5,000 | DONATION TO ORGANIZATION | 2017 |
| Denver Active 20-30 Childrens Foundation | Denver, CO | $3,000 | DONATION TO ORGANIZATION | 2018 |
| Naples Botanical Gardens | Naples, FL | $2,000 | DONATION TO ORGANIZATION | 2018 |
| Roundup River Ranch | Gypsum, CO | $2,000 | DONATION TO ORGANIZATION | 2018 |
| National Ttt Society Kay Eng Campership Fund | Mt Pleasant, IA | $2,000 | DONATION TO ORGANIZATION | 2018 |
| Youth Challenge | Westlake, OH | $1,000 | DONATION TO ORGANIZATION | 2018 |
| Naples Botanical Gardens | Naples, FL | $1,000 | Donation to organization | 2016 |
| Naples Botanical Gardens | Naples, FL | $1,000 | DONATION TO ORGANIZATION | 2017 |