Dr Bob & Jean Smith Foundation
EIN 510137245 Private FoundationTotal Given 2016–2024
$7.9M
95 grants · $874K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$25K
typical mid grants · $5K–$100K
grant size
47%
supporter · 24/51 multi-year
repeat
$22.1M
Assets (2024)
51
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
SALLY MASHBURN
Phone
(214) 521-3461
Deadlines
APPLICABLE ORGANIZATION CAN APPLY AT ANY TIME. THE REQUEST WILL BE REVIEWED ON A QUARTERLY BASIS.
How to Apply
WRITTEN REQUEST WITH FORM 990.
Restrictions
TYPICALLY MEDICAL AND EDUCATIONAL APPLICANTS ARE PREFERRED.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $1.4M | $20.5M | $2.3M | 16 |
| 2017 | $1.2M | $22.2M | $1.2M | 14 |
| 2018 | $1.1M | $21.7M | $1.7M | 12 |
| 2020 | $1.3M | $20.7M | $640K | 11 |
| 2021 | $1.1M | $23.3M | $1.3M | 10 |
| 2022 | $499K | $18.5M | $861K | 9 |
| 2023 | $717K | $20.0M | $1.5M | 11 |
| 2024 | $611K | $22.1M | $1.1M | 12 |
Grant Size Distribution
Based on 95 grants on record
Minimum
$100
25th Pctl
$5K
Median
$25K
Average
$83K
75th Pctl
$100K
Maximum
$625K
Geographic Distribution
Texas Counties Served
83.2% of US grants
· Rank #1 of 2 states
$6.2M across
79 grants
4 of 254 counties
Top 4 counties
- 1 Dallas
- 2 Tarrant
- 3 Potter
- 4 Ellis
Officers & Directors
SM
Sally Smith Mashburn
8+ yrs
President/Chairwoman
Leadership
BW
Bill R. Womble
8+ yrs
Director
RW
Robert H. West
8+ yrs
Director
MK
Marty S. Kelley
8+ yrs
Director
SS
Scott R. Smith
8+ yrs
Director
CK
Christianna Kelley
2 yrs
Director
WM
Whitney Wallace Meyer
Director
BK
Brooks Kelley
6 yrs
Director
SM
Sally Smith Mashburn
8+ yrs
President/Chairwoman
Leadership
CK
Christianna Kelley
2 yrs
Director
WW
Whitney Wallace
5 yrs
Director
BK
Brooks Kelley
6 yrs
Director
BW
Bill R. Womble
8+ yrs
Director
RW
Robert H. West
8+ yrs
Director
MK
Marty S. Kelley
8+ yrs
Director
SS
Scott R. Smith
8+ yrs
Director
SM
Sally Smith Mashburn
8+ yrs
President/Chairwoman
Leadership
RW
Robert H. West
8+ yrs
Director
WW
Whitney Wallace
5 yrs
Director
BK
Brooks Kelley
6 yrs
Director
SW
Suzanne S. Welfelt
5 yrs
Director
SS
Scott R. Smith
8+ yrs
Director
MK
Marty S. Kelley
8+ yrs
Director
BW
Bill R. Womble
8+ yrs
Director
SM
Sally Smith Mashburn
8+ yrs
President/Chairwoman
Leadership
MK
Marty S. Kelley
8+ yrs
Director
SS
Scott R. Smith
8+ yrs
Director
RW
Robert H. West
8+ yrs
Director
BW
Bill R. Womble
8+ yrs
Director
SW
Suzanne S. Welfelt
5 yrs
Director
BK
Brooks Kelley
6 yrs
Director
WW
Whitney Wallace
5 yrs
Director
SM
Sally Smith Mashburn
8+ yrs
President/Chairwoman
Leadership
WW
Whitney Wallace
5 yrs
Director
BK
Brooks Kelley
6 yrs
Director
SW
Suzanne S. Welfelt
5 yrs
Director
BW
Bill R. Womble
8+ yrs
Director
RW
Robert H. West
8+ yrs
Director
MK
Marty S. Kelley
8+ yrs
Director
SS
Scott R. Smith
8+ yrs
Director
Grants Awarded (95 total)
| Purpose | ||||
|---|---|---|---|---|
| Southern Methodist University | Dallas, TX | $625,000 | UNRESTRICTED GRANT | 2020 |
| Southern Methodist University | Dallas, TX | $500,000 | UNRESTRICTED GRANT | 2018 |
| Southern Methodist University | Dallas, TX | $500,000 | UNRESTRICTED GRANT | 2016 |
| Southern Methodist University | Dallas, TX | $500,000 | UNRESTRICTED GRANT | 2017 |
| Southern Methodist University | Dallas, TX | $300,000 | UNRESTRICTED GRANT | 2021 |
| Texas Health Resources | Arlington, TX | $300,000 | UNRESTRICTED GRANT | 2021 |
| Metrocare Services | Dallas, TX | $300,000 | UNRESTRICTED GRANT | 2023 |
| George W. Bush Presidential Center | Dallas, TX | $275,000 | UNRESTRICTED GRANT | 2018 |
| George W. Bush Presidential Center | Dallas, TX | $275,000 | UNRESTRICTED GRANT | 2017 |
| Texas Scottish Rite Hospital | Dallas, TX | $255,000 | UNRESTRICTED GIFT | 2016 |
| Methodist Health Systems | Dallas, TX | $250,000 | UNRESTRICTED GRANT | 2020 |
| United Way | Dallas, TX | $250,000 | UNRESTRICTED GIFT | 2023 |
| United Way | Dallas, TX | $250,000 | UNRESTRICTED GIFT | 2022 |
| Texas Health Resources | Arlington, TX | $200,000 | UNRESTRICTED GRANT | 2020 |
| United Way | Dallas, TX | $200,000 | UNRESTRICTED GIFT | 2021 |
| Methodist Health System Foundation | Dallas, TX | $200,000 | UNRESTRICTED GIFT | 2024 |
| Methodist Health Systems | Dallas, TX | $175,000 | UNRESTRICTED GRANT | 2021 |
| Texas Health Resources | Arlington, TX | $150,000 | UNRESTRICTED GRANT | 2018 |
| George W. Bush Presidential Center | Dallas, TX | $150,000 | UNRESTRICTED GRANT | 2016 |
| Methodist Health System Foundation | Dallas, TX | $150,000 | UNRESTRICTED GIFT | 2016 |
| United Way | Dallas, TX | $150,000 | UNRESTRICTED GIFT | 2017 |
| Envision Dallas | Dallas, TX | $125,000 | UNRESTRICTED GIFT | 2024 |
| United Way | Dallas, TX | $100,000 | UNRESTRICTED GIFT | 2020 |
| Texas Health Resources | Arlington, TX | $100,000 | UNRESTRICTED GRANT | 2016 |
| Texas Health Resources | Arlington, TX | $100,000 | UNRESTRICTED GRANT | 2017 |
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