GREENSBORO, NC
Smith Richardson Foundation Inc.
Quick Facts
- EIN
- 560611550
- Location
- GREENSBORO, NC
- Category
- Philanthropy & Grantmaking
- Total Assets
- $557.9M
- Annual Income
- $6.1M
- IRS Ruling Year
- 1948
About This Foundation
Smith Richardson Foundation Inc. is a private foundation based in GREENSBORO, NC. The foundation received its IRS ruling in 1948. It holds total assets of $557.9M. Annual income is reported at $6.1M. The foundation operates in the area of philanthropy & grantmaking.
View 990 FilingsFinancial Overview
Total Giving
$24.2M
2023-31%
Total Assets
$545.2M
2023+5%
Fair Market Value
$545.2M
2023
Net Worth
$510.4M
2023
Grants Paid
$19.1M
2023
Contributions
$2M
2023
Net Investment Income
$18.8M
2023
Distribution Amount
$26.3M
2023
Total Giving by Year
$24.9M
11$26.9M
12$28.7M
13$29.3M
14$27.3M
15$27.5M
19$35M
20$25.8M
21$35.1M
22$24.2M
23Asset Growth
$443.2M
11$470.7M
12$521.6M
13$518.1M
14$485.8M
15$510.2M
19$546.9M
20$606.7M
21$517.8M
22$545.2M
23Investment Portfolio (2023)
Total: $0
Other Investments: $544.1M
Cash: $353K
Other Investments (100%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$19.1M
Officer Compensation$2.2M
Travel & Conferences$90K
Accounting Fees$74K
Pension & Benefits$71K
Legal Fees$41K
Occupancy$35K
Depreciation$32K
Printing & Publications$2K
Interest$4
Revenue Sources (2023)
- Other Income
- $18.8M
- Capital Gains (Net)
- $15.9M
- Dividends
- $7.8M
- Contributions
- $2M
- Interest
- $17K
Financial Details (2023)
- Total Revenue
- $44.4M
- Total Expenses
- $24.2M
- Exempt Purpose Expenses
- $28.3M
- Required Distribution
- $26.3M
- Undistributed Income
- $25.3M
- Grants Approved (Future)
- $4.2M
- Total Liabilities
- $34.8M
- Excise Tax
- $261K
- Tax Due
- $9K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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