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    3. Neal and Bea Smith Family Foundation

    Neal and Bea Smith Family Foundation

    Activo
    Pleasant Hill, IA5153142808EIN: 42-14077013 declaraciones registradas

    About Neal and Bea Smith Family Foundation

    The Neal and Bea Smith Family Foundation directs its giving through a single large contribution to a financial-charitable vehicle rather than to operating nonprofits. The sole recorded grant is a sizeable unrestricted gift to the Raymond James Charitable Endowment, suggesting the foundation prefers to fund philanthropy via a donor-advised/charitable endowment structure and allows that intermediary to manage downstream distributions.

    Focus Areas

    Contributions to donor-advised/financial institution charitable endowments (Raymond James Charitable Endowment)Unrestricted/charitable-purpose funding routed through third-party grantmaking vehiclesPhilanthropy via financial-advisor-managed endowments for flexible future distribution

    Who They Fund

    general public / communitystudents / learnersnonprofit organizations (as grant recipients)

    Giving Approach

    Extremely concentrated: one large, unrestricted passthrough grant to a charitable endowment. Appears to favor channeling funds through a financial-charitable vehicle rather than making multiple direct grants to operating nonprofits.

    About Neal and Bea Smith Family Foundation

    The Neal and Bea Smith Family Foundation’s giving is defined by a very large transfer to the Raymond James Charitable Endowment: $423,040 in 2025, far larger than the foundation’s smaller direct grants to operating organizations. That pattern points to a funder that uses a charitable endowment vehicle for most of its philanthropic activity, while still making targeted gifts to community, education, and public-benefit groups. In the recent record, the foundation also supported Caring Hands Outreach Center, Altoona Methodist Church, Southeast Polk Dollars for Scholars, and the Friends of the Neal Smith Wildlife, showing a mix of local support and a few broader charitable commitments. The recurring presence of several organizations across 2023 and 2024 suggests some continuity in its direct giving, even though the largest share of dollars moved through the endowment structure. The foundation’s grant record includes unrestricted or charitable-purpose support as well as educational-purpose gifts, indicating flexibility in how it routes resources. Its documented grantees are all in the United States, with most awards going to recipients in Iowa.

    What Neal and Bea Smith Family Foundation Funds

    Educational support appears in several grants, including $2,000 to Southeast Polk Dollars for Scholars for educational purposes and $1,000 to Drake University for charitable purposes. Community welfare is another thread: the foundation gave $5,000 to Caring Hands Outreach Center and $3,000 to Altoona Methodist Church, both for charitable purposes. It also supported food access and emergency aid through $1,000 gifts to All Faiths Food Bank and Salvation Army, plus $1,000 to Children’s Guardian Fund. Public-interest and civic causes show up as well, with $2,000 to Cowles Library Archives and $1,000 to Iowa Public Television. Environmental and conservation interests are visible in gifts to Friends of the Neal Smith Wildlife and Iowa Wildlife Federation.

    How Neal and Bea Smith Family Foundation Gives

    The foundation’s recorded grant size distribution is tightly clustered at the low end: p25 is $1,000, median is $1,000, and p75 is $1,625. Most direct gifts are modest, while the 2025 transfer to Raymond James Charitable Endowment sits well above that pattern. Several recipients recur across years, including Caring Hands Outreach Center, Southeast Polk Dollars for Scholars, Friends of the Neal Smith Wildlife, Cowles Library Archives, The Adult Literacy Center, All Faiths Food Bank, Salvation Army, The Carter Center, and Iowa Wildlife Federation. The foundation does not fund individuals and makes no program-related investments in the data on file. The sole recorded large transfer is routed through a charitable endowment vehicle, indicating a grantmaking structure that includes third-party philanthropic management.

    Financial Snapshot

    Annual Giving

    $465K

    Total Assets

    $0

    Total Revenue

    $186

    Total Expenses

    $423K

    Typical Grant Size

    Most grants fall between $1K and $2K, with a median of $1K.

    25th Percentile

    $1K

    Median

    $1K

    75th Percentile

    $2K

    Geographic Reach

    Regional4 states funded

    About 75% of grants go to recipients in IA.

    Intensidad de financiamiento
    Baja
    Alta
    Sede

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    Política de privacidadTérminos de servicioEstado del sistema

    Funding Style

    general operating / unrestricted supportbroad charitable givingsupport for educational purposes

    Notable grantees: Raymond James Charitable Endowment

    Topics

    general education (unspecified level)general charitable / public benefit activitiescommunity welfare (unspecified programs)

    Where Neal and Bea Smith Family Foundation Makes Grants

    Grantmaking is heavily concentrated in Iowa, which receives 75% of recorded grants and is the top state by grant count. Altoona, Des Moines, Ankeny, Johnston, Prairie City, and Cedar Rapids all appear among recipient locations, showing a strong central-Iowa footprint. Outside Iowa, the foundation also made grants to St. Petersburg, Florida; Atlanta, Georgia; Fargo, North Dakota; and Sarasota, Florida. All recorded grants went to U.S. recipients.

    Frequently Asked Questions About Neal and Bea Smith Family Foundation

    What kinds of organizations does the foundation support?

    The record shows support for community welfare, education, public benefit, and environmental-related organizations. Examples include Southeast Polk Dollars for Scholars for educational purposes, Caring Hands Outreach Center for charitable purposes, and Friends of the Neal Smith Wildlife for charitable purposes.

    How large are the foundation’s typical grants?

    Typical direct grants are small: p25 is $1,000, median is $1,000, and p75 is $1,625. The distribution is much smaller than the foundation’s 2025 transfer of $423,040 to Raymond James Charitable Endowment.

    Does the foundation give only in Iowa?

    No. Iowa is the top state by grant count and receives 75% of recorded grants, but the foundation also gave to recipients in Florida, Georgia, and North Dakota. All recorded grants in the dataset went to U.S. recipients.

    Does the foundation make repeat grants to the same organizations?

    Yes. Several recipients appear in multiple years, including Caring Hands Outreach Center, Southeast Polk Dollars for Scholars, Friends of the Neal Smith Wildlife, Cowles Library Archives, The Adult Literacy Center, All Faiths Food Bank, Salvation Army, The Carter Center, and Iowa Wildlife Federation.

    Does the foundation fund individuals or program-related investments?

    No. The foundation’s profile shows Funds individuals: False and Makes program-related investments: False.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    Raymond James Charitable EndowmentSt Petersburg, FL$423,0402025CHARITABLE PURPOSES
    CARING HANDS OUTREACH CENTERALTOONA, IA$5,0002024CHARITABLE PURPOSES
    ALTOONA METHODIST CHURCHALTOONA, IA$3,0002024CHARITABLE PURPOSES
    SOUTHEAST POLK DOLLARS FOR SCHOLARSALTOONA, IA$2,0002024EDUCATIONAL PURPOSES
    COWLES LIBRARY ARCHIVESDES MOINES, IA$2,0002024CHARITABLE PURPOSES
    FRIENDS OF THE NEAL SMITH WILDLIFEPRAIRIE CITY, IA$2,0002024CHARITABLE PURPOSES
    THE ADULT LITERACY CENTERANKENY, IA$1,5002024CHARITABLE PURPOSES
    THE CARTER CENTERATLANTA, GA$1,5002024CHARITABLE PURPOSES
    IOWA WILDLIFE FEDERATIONDES MOINES, IA$1,0002024CHARITABLE PURPOSES
    ALL FAITHS FOOD BANKSARASOTA, FL$1,0002024CHARITABLE PURPOSES
    CHILDREN'S GUARDIAN FUNDSARASOTA, FL$1,0002024CHARITABLE PURPOSES
    DRAKE UNIVERSITY LAW SCHOOLDES MOINES, IA$1,0002024CHARITABLE PURPOSES
    SALVATION ARMYFARGO, ND$1,0002024CHARITABLE PURPOSES
    CARING HANDS OUTREACH CENTERALTOONA, IA$3,0002023CHARITABLE PURPOSES
    FRIENDS OF THE NEAL SMITH WILDLIFEPRAIRIE CITY, IA$2,0002023CHARITABLE PURPOSES
    IOWA WILDLIFE FEDERATIONDES MOINES, IA$1,5002023CHARITABLE PURPOSES
    COWLES LIBRARY ARCHIVESDES MOINES, IA$1,0002023CHARITABLE PURPOSES
    DRAKE UNIVERSITYDES MOINES, IA$1,0002023CHARITABLE PURPOSES
    SALVATION ARMYFARGO, ND$1,0002023CHARITABLE PURPOSES
    THE CARTER CENTERATLANTA, GA$1,0002023CHARITABLE PURPOSES
    THE ADULT LITERACY CENTERANKENY, IA$1,0002023CHARITABLE PURPOSES
    IOWA LEGAL AIDDES MOINES, IA$1,0002023CHARITABLE PURPOSES
    IOWA NATURAL HERITAGE FOUNDATIONDES MOINES, IA$1,0002023CHARITABLE PURPOSES
    SOUTHEAST POLK DOLLARS FOR SCHOLARSALTOONA, IA$1,0002023EDUCATIONAL PURPOSES
    SOUTHEAST POLK DOLLARS FOR SCHOLARSALTOONA, IA$1,0002023EDUCATIONAL PURPOSES
    IOWA PUBLIC TELEVISIONJOHNSTON, IA$1,0002023CHARITABLE PURPOSES
    ALL FAITHS FOOD BANKSARASOTA, FL$1,0002023CHARITABLE PURPOSES
    CHILDREN'S CANCER CONNECTIONDES MOINES, IA$5002023CHARITABLE PURPOSES
    ELLIPSISJOHNSTON, IA$5002023CHARITABLE PURPOSES
    IOWA ABORTION ACCESSCEDAR RAPIDS, IA$5002023CHARITABLE PURPOSES
    MITCHELLVILLE PUBLIC LIBRARY FOUNDAMITCHELLVILLE, IA$5002023CHARITABLE PURPOSES
    TOGETHER FOR BETTERDES MOINES, IA$5002023CHARITABLE PURPOSES

    Raymond James Charitable Endowment

    $423,040
    St Petersburg, FL2025

    CHARITABLE PURPOSES

    CARING HANDS OUTREACH CENTER

    $5,000
    ALTOONA, IA2024

    CHARITABLE PURPOSES

    ALTOONA METHODIST CHURCH

    $3,000
    ALTOONA, IA2024

    CHARITABLE PURPOSES

    SOUTHEAST POLK DOLLARS FOR SCHOLARS

    $2,000
    ALTOONA, IA2024

    EDUCATIONAL PURPOSES

    COWLES LIBRARY ARCHIVES

    $2,000
    DES MOINES, IA2024

    CHARITABLE PURPOSES

    FRIENDS OF THE NEAL SMITH WILDLIFE

    $2,000
    PRAIRIE CITY, IA2024

    CHARITABLE PURPOSES

    THE ADULT LITERACY CENTER

    $1,500
    ANKENY, IA2024

    CHARITABLE PURPOSES

    THE CARTER CENTER

    $1,500
    ATLANTA, GA2024

    CHARITABLE PURPOSES

    IOWA WILDLIFE FEDERATION

    $1,000
    DES MOINES, IA2024

    CHARITABLE PURPOSES

    ALL FAITHS FOOD BANK

    $1,000
    SARASOTA, FL2024

    CHARITABLE PURPOSES

    CHILDREN'S GUARDIAN FUND

    $1,000
    SARASOTA, FL2024

    CHARITABLE PURPOSES

    DRAKE UNIVERSITY LAW SCHOOL

    $1,000
    DES MOINES, IA2024

    CHARITABLE PURPOSES

    SALVATION ARMY

    $1,000
    FARGO, ND2024

    CHARITABLE PURPOSES

    CARING HANDS OUTREACH CENTER

    $3,000
    ALTOONA, IA2023

    CHARITABLE PURPOSES

    FRIENDS OF THE NEAL SMITH WILDLIFE

    $2,000
    PRAIRIE CITY, IA2023

    CHARITABLE PURPOSES

    IOWA WILDLIFE FEDERATION

    $1,500
    DES MOINES, IA2023

    CHARITABLE PURPOSES

    COWLES LIBRARY ARCHIVES

    $1,000
    DES MOINES, IA2023

    CHARITABLE PURPOSES

    DRAKE UNIVERSITY

    $1,000
    DES MOINES, IA2023

    CHARITABLE PURPOSES

    SALVATION ARMY

    $1,000
    FARGO, ND2023

    CHARITABLE PURPOSES

    THE CARTER CENTER

    $1,000
    ATLANTA, GA2023

    CHARITABLE PURPOSES

    THE ADULT LITERACY CENTER

    $1,000
    ANKENY, IA2023

    CHARITABLE PURPOSES

    IOWA LEGAL AID

    $1,000
    DES MOINES, IA2023

    CHARITABLE PURPOSES

    IOWA NATURAL HERITAGE FOUNDATION

    $1,000
    DES MOINES, IA2023

    CHARITABLE PURPOSES

    SOUTHEAST POLK DOLLARS FOR SCHOLARS

    $1,000
    ALTOONA, IA2023

    EDUCATIONAL PURPOSES

    SOUTHEAST POLK DOLLARS FOR SCHOLARS

    $1,000
    ALTOONA, IA2023

    EDUCATIONAL PURPOSES

    IOWA PUBLIC TELEVISION

    $1,000
    JOHNSTON, IA2023

    CHARITABLE PURPOSES

    ALL FAITHS FOOD BANK

    $1,000
    SARASOTA, FL2023

    CHARITABLE PURPOSES

    CHILDREN'S CANCER CONNECTION

    $500
    DES MOINES, IA2023

    CHARITABLE PURPOSES

    ELLIPSIS

    $500
    JOHNSTON, IA2023

    CHARITABLE PURPOSES

    IOWA ABORTION ACCESS

    $500
    CEDAR RAPIDS, IA2023

    CHARITABLE PURPOSES

    MITCHELLVILLE PUBLIC LIBRARY FOUNDA

    $500
    MITCHELLVILLE, IA2023

    CHARITABLE PURPOSES

    TOGETHER FOR BETTER

    $500
    DES MOINES, IA2023

    CHARITABLE PURPOSES