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Jay L Smith Family Foundation is a private corporation based in SEDALIA, CO. The foundation received its IRS ruling in 2013. The principal officer is Holly L Smith Roth. It holds total assets of $4M. Annual income is reported at $2.4M. Total assets have grown from $1.9M in 2012 to $3.8M in 2023. The foundation is governed by 4 officers and trustees. Tax records are available from 2016 to 2023. Grantmaking is concentrated in United States. According to available records, Jay L Smith Family Foundation has made 62 grants totaling $699K, with a median grant of $9K. The foundation has distributed between $202K and $259K annually from 2021 to 2023. Individual grants have ranged from $500 to $30K, with an average award of $11K. The foundation has supported 26 unique organizations. The foundation primarily supports organizations in Alabama, Colorado, California, which account for 87% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
## Approach & Strategy
The Jay L. Smith Family Foundation is a small but growing family foundation in Sedalia, CO, managed by Holly L Smith Roth. It actively accepts public applications — uncommon for a $4M private foundation — making it accessible to a wider nonprofit pool. The three-pillar focus covers healthcare advancement, family values, and support for disadvantaged populations.
Strongest grant candidates: Alzheimer's/cancer research nonprofits, elderly care programs, suicide prevention organizations, and family-stability programs. With 22 grants annually at ~$9K median, competition is moderate.
Key note: Despite a Colorado IRS address, the website lists Montgomery, AL as the contact address (469 S. McDonough St.), suggesting Alabama geographic ties. Organizations with Alabama operations should mention them.
FY2024 revenues spiked to $2.3M (from $75K in FY2023), indicating a major family contribution that could expand future grantmaking capacity significantly.
## Funding Patterns
Grant Volume & Size: - FY2023: $238,500 total grants across approximately 22 awards - Median grant size: ~$9,000; Average: ~$10,841 - Reported range: ~$1,000 to ~$25,000
Asset Trajectory: - FY2023: Assets $3,792,841; Revenue $75,719; Expenses $281,434 - FY2024: Assets $4,039,532; Revenue $2,357,706 (major contribution event)
The FY2024 revenue spike of $2.3M suggests a large family donation or estate transfer. If sustained, annual grantmaking could double or triple in 2025-2026.
Focus Distribution: Alzheimer's research, cancer research, elderly care, suicide prevention, healthcare generally, family support programs — no single vertical dominates.
Funding Cycle: No formal deadline published; likely rolling or semi-annual review. The online application portal suggests active intake year-round.
## Peer Comparison
| Foundation | Assets | Annual Giving | Median Grant | Public Applications |
|---|---|---|---|---|
| Jay L. Smith Family Foundation (CO) | $4.0M | $238,500 | $9,000 | Yes |
| Typical CO private family foundation | $3–8M | $100–400K | $5–20K | Rarely |
| Typical AL family foundation (comparable) | $2–6M | $100–250K | $5–15K | Rarely |
| Small healthcare family funder (national avg) | $3–5M | $150–300K | $8–12K | Sometimes |
Competitive Edge: The open application process is a significant differentiator. Most private foundations of this size operate by invitation only. Expect moderate competition from healthcare nonprofits in Colorado and potentially Alabama.
## Recent Activity
FY2024 Capital Influx: Revenue jumped from $75,719 to $2,357,706 — a 30x increase — indicating a major family contribution. Assets grew to $4.04M despite active grantmaking. This is the most significant recent development and suggests expanded grantmaking capacity ahead.
Consistent Grantmaking: 22 grants totaling $238,500 in the most recent filing year, consistent with prior patterns. No public grant announcements or press coverage found.
Website Activity: Maintains active Wix website with Apply tab, indicating ongoing application intake. The Alabama contact address on the site (vs. Colorado IRS registration) may reflect relocation or dual-state presence of the managing trustee.
Foundation Age: EIN 461536434 sequence suggests formation post-2010. Foundation is relatively young and still building its grantmaking footprint.
## Application Tips
1. Use the online application portal at jaylsmithfamilyfoundation.org — the Apply tab accepts submissions directly. Prepare 501(c)(3) letter, program description, and budget before starting.
2. Lead with healthcare outcomes. The clearest funding lanes are Alzheimer's research, cancer research, elderly care, and suicide prevention. Quantify impact: patients served, research milestones, clinical outcomes.
3. Address "family values" if applicable. This pillar covers family stability, parenting programs, youth development, and economic self-sufficiency. Surface any family-strengthening component in your programs.
4. Request $8,000–$12,000. The $9K median is a reliable target. A $25K ask is possible for strong multi-year proposals given the FY2024 asset growth, but lead with a $10K request.
5. Note Alabama ties. The Montgomery, AL contact address suggests possible geographic preference for Alabama nonprofits. If you serve Alabama communities, mention it explicitly in the cover letter.
6. Keep letters of inquiry concise. 2–3 pages covering mission alignment, program description, impact metrics, and budget. Family-managed foundations respond better to direct, personal narratives than formal RFP-style applications.
7. Follow up 4–6 weeks after submission. No published timeline. A polite inquiry email confirms receipt and shows engagement.
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No specific application information is available for this foundation. Check the 990-PF filings below for application guidelines, or visit the foundation's website if listed above.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
## Funding Patterns Grant Volume & Size: - FY2023: $238,500 total grants across approximately 22 awards - Median grant size: ~$9,000; Average: ~$10,841 - Reported range: ~$1,000 to ~$25,000.
Jay L Smith Family Foundation has distributed a total of $699K across 62 grants. The median grant size is $9K, with an average of $11K. Individual grants have ranged from $500 to $30K.
## Approach & Strategy The Jay L. Smith Family Foundation is a small but growing family foundation in Sedalia, CO, managed by Holly L Smith Roth. It actively accepts public applications — uncommon for a $4M private foundation — making it accessible to a wider nonprofit pool. The three-pillar focus covers healthcare advancement, family values, and support for disadvantaged populations.
Jay L Smith Family Foundation is headquartered in SEDALIA, CO. While based in CO, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Geraldine Smith | VICE PRESIDENT FINANCE | $0 | $0 | N/A |
| Deborah Ann Smith Clancy | VICE PRESIDENT ADMINISTRAT | $0 | $0 | N/A |
| Von G Memory | SECRETARY/TREASURER | $0 | $0 | N/A |
| Dr Holly L Smith Roth | PRESIDENT | $0 | $0 | N/A |
Total Giving
$281K
Total Assets
$3.8M
Fair Market Value
$5.1M
Net Worth
$3.8M
Grants Paid
$239K
Contributions
$5K
Net Investment Income
$57K
Distribution Amount
$224K
Total: $2.9M
Total Grants
62
Total Giving
$699K
Average Grant
$11K
Median Grant
$9K
Unique Recipients
26
Most Common Grant
$6K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Brigham Young University Endowment FundFUNDS SCHOLARSHIPS FOR STUDENTS ATTENDING BYU. | Provo, UT | $30K | 2023 |
| Glenner Memory CarePROVIDES SERVICES TO INDIVIDUALS WITH DEMENTIA AND ALSO PROVIDES RESPITE CARE FOR FAMILY MEMBERS WHO ARE CARETAKERS FOR INDIVIDUALS WITH DEMENTIA. | Chula Vista, CA | $30K | 2023 |
| Fallen Officers Fund Of Douglas CountyASSISTANCE TO DOUGLAS COUNTY SHERIFF'S OFFICE MEMBERS WHO ARE KILLED OR SERIOUSLY INJURED IN THE LINE OF DUTY OR WHO BECOME DECEASED AS A RESULT OF ILLNESS ACCIDENT, INJURY, OR NATURAL CAUSES NOT RELATED TO ANY PERFORMANCE ON DUTY. | Castle Rock, CO | $30K | 2023 |
| Nch Healthcare FoundationASSISTANCE FOR SEVERAL PROGRAMS FOR UNDERINSURED ALZHEIMER'S PATIENTS AND THEIR CAREGIVERS. | Naples, FL | $14K | 2023 |
| Cancer Wellness Foundation Of Central AlASSISTANCE WITH MEDICATION, TRANSPORTATION, SUPPORT, MEDICAL CARE, ETC. TO PEOPLE SUFFERING FROM CANCER IN THE CENTRAL ALABAMA REGION. | Montgomery, AL | $14K | 2023 |
| Ride Above DisabilityFUNDS TO BENEFIT STUDENTS AND HORSES AT A THERAPEUTIC HORSE-RIDING FACIITY WHOSE GOAL IS TO ENHANCE PHYSICAL, EMOTIONAL, SOCIAL, COGNITIVE, BEHAVIORAL AND EDUCATIONAL SKILLS FOR PEOPLE WITH SPECIAL NEEDS. | Poway, CA | $14K | 2023 |
| Jones School Of LawPROVIDE LEGAL ASSISTANCE TO THE LOW INCOME ELDERLY AND FAMILY LAW; OPERATES OUT OF FAULKNER UNIVERSITY | Montgomery, AL | $14K | 2023 |
| Rocky Mountain Alzheimer'S Disease CenterFUNDS FOR THE CENTER THAT IS THE REGIONAL HEADQUARTERS FOR THE CLINICAL CARE FOR AND RESEARCH INTO ALZHEIMER'S. | Aurora, CO | $10K | 2023 |
| Montgomery Bicycle ClubSUPPORT A FUNDRAISING EVENT CALLED THE GLASSNER AUTUMN CHALLENGE. THE MONTGOMERY BICYCLE CLUB PROMOTES RECREATIONAL AND COMPETITIVE CYCLING IN THE CENTRAL AL AREA, AND SEEKS TO INCREASE BICYCLE SAFETY AND AWARENESS. | Montgomery, AL | $10K | 2023 |
| Tunnel To Towers FoundationTHIS GRANT WAS USED FOR ASSISTANCE WITH HOUSING AND A VARIETY OF SERVICES FOR VETERANS AND FALLEN FIRST RESPONDERS AND THEIR FAMILIES FROM THE 9/11 TRAGEDY. | Staten Island, NY | $6K | 2023 |
| 4 Paws 4 Life RescuePROVIDE CARE AND FOOD FOR RESCUED, ABANDONED, AND ABUSED PETS IN HIGH-KILL SHELTERS THROUGHOUT THE US. | Sedalia, CO | $6K | 2023 |
| Montgomery Area Food BankPROVIDE FOOD FOR SENIOR CITIZENS IN A NUMBER OF COUNTIES. THE MONEY WILL BE USED FOR THE FOOD AND TRANSPORTATION OF THE FOOD FOR THOSE IN NEED. | Montgomery, AL | $6K | 2023 |
| Alabama Senior OlympicsFUND OPPORTUNITIES FOR INDIVIDUALS OVER THE AGE OF 50 TO PARTICIPATE IN SOCIAL, COMPETITIVE, RECREATIONAL, AND ATHLETIC EVENTS. OUR DONATION WILL ASSIST WITH STAFFING AND A VARIETY OF ITEMS RELATED TO THE BICYCLE RACES. | Birmingham, AL | $6K | 2023 |
| Bill Myers Backpack ProgramPROVIDE LUNCHES AND MEALS FOR LOW INCOME CHILDREN IN THE COUNTY. | Alexander City, AL | $6K | 2023 |
| Brain Injury Alliance Of ColoradoSERVE ADULTS AND CHILDREN LIVING IN COLORADO WHO ARE IMPACTED BY ALL FORMS OF BRAIN INJURIES. | Denver, CO | $6K | 2023 |
| Alabama Military Support FoundationASSIST LOCAL MILITARY MEMBERS AND THEIR FAMILIES WITH SUPPORT, SOCIAL FUNCTIONS, AND SCHOLARSHIPS FOR THEIR CHILDREN. MOST OF OUR DONATION WILL BE USED FOR SCHOLARSHIP PURPOSES. THE REMAINING AMOUNT WILL BE USED FOR SUPPLIES AND FOOD FOR EVENTS REUNITING FAMILIES WHEN THE MILITARY FAMILY MEMBER RETURNS FROM WAR/OVERSEA POSTS. | Montgomery, AL | $6K | 2023 |
| Respite For All Foundation (Raf)PROVIDES SERVICES SUCH AS DAY CARE, SOCIALIZATION, AND RESPITE SUPPORT FOR CAREGIVERS AND INDIVIDUALS SUFFERING FROM DEMENTIA IN THE COMMUNITY. IT WILL ALDO ASSIST RESPITE MINISTRIES TO CONTINUE TO PURSUE A LARGER FACILITY TO SERVE MORE PEOPLE. | Montgomery, AL | $6K | 2023 |
| Ronald Mcdonald HousePROVIDE HOUSING FOR FAMILIES THAT HAVE A CHILD SUFFERING FROM A SEVERE MEDICAL CONDITION. IT ALLOWS THEM TO STAY IN HOUSING BY THE HOSPITAL WHILE THE CHILDREN GET THE MEDICAL ATTENTION. | Birmingham, AL | $6K | 2023 |
| Service Dogs Of AlabamaPROVIDES TRAINING AND FOODS FOR DOGS MOSTLY RESCUED FROM SHELTERS TO AID CHILDREN AND VETERANS WITH DISABILITIES IN ALABAMA. | Hope Hull, AL | $6K | 2023 |
| The University Of Alabama Endowment FundASSISTANCE FOR RESEARCHING THE CAUSE AND CURE OF ALZHEIMER'S DISEASE. | Tuscaloosa, AL | $6K | 2023 |
| Montgomery Humane SocietyGENERAL OPERATIONS OF THE ANIMAL SHELTER FOR HOMELESS, ABONDONED, AND UNWANTED ANIMALS. MORE SPECIFICALLY, FOR THEIR CATCH AND RELEASE PROGRAM TO ASSIST WITH THE COST OF SPAYING AND NEUTERING FERAL CATS. | Montgomery, AL | $6K | 2023 |
| Central Alabama Comunity FoundationPROVIDE SUPPORT TO PROGRAMS IN EDUCATION, HUMAN SERVICES, HEALTH, CULTURAL ARTS, AND CIV | Montgomery, AL | $500 | 2023 |
| Danny And Ron'S RescueFUNDS TO SUPPORT A DOG RESCUE SITE THAT ALSO DELIVERS PET SUPPLIES TO ELDERLY PEOPLE LIVING IN POVERTY. FUNDS ON SITE WILL BE USED FOR FOOD SUPPLIES AND VETERINARY SERVICES. | Camden, SC | $25K | 2021 |