The Horace Smith Fund | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Horace Smith Fund. Data shown is extracted from Form 990-PF filings.

EIN: 04-2235130

Foundation Overview

Based in Westfield, MA, The Horace Smith Fund has awarded 24 grants totaling $3,613,931 to organizations in Massachusetts. Individual grants range from $30,353 to $254,320, with a median award of $151,589.

Latest Tax Year
2024
Total Giving (all years)
$3,613,931
Total Assets
$7,571,698
Median Grant (all grants)
$151,589

Latest Form 990-PF Snapshot

Total Grants
4
Median Grant
$150,287
% No Significant Change
-1% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 4 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Massachusetts

100% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Westfield (83%), Springfield (17%).

Funding Trajectory
+15%

Stable funding levels with 15% change over 8 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
Education + General Purposes

Dual focus on education (50%) and general purposes, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Horace Smith Fund's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Fellowship Recipients $62,092 Westfield, MA, US Fellowships 2024
Scholarship Recipients $238,482 Westfield, MA, US Scholarships 2024
Fellowship Recipients $62,092 Westfield, MA, US Fellowships 2024
Scholarship Recipients $238,482 Westfield, MA, US Scholarships 2024
Fellowship Recipients $63,048 Westfield, MA, US Fellowships 2023
Scholarship Recipients $240,000 Westfield, MA, US Scholarships 2023
Fellowship Recipients $63,048 Westfield, MA, US Fellowships 2023
Scholarship Recipients $240,000 Westfield, MA, US Scholarships 2023
Scholarship Recipients $253,520 Westfield, MA, US Scholarships 2022
Fellowship Recipients $58,225 Westfield, MA, US Fellowships 2022
Scholarship Recipients $253,520 Westfield, MA, US Scholarships 2022
Fellowship Recipients $58,225 Westfield, MA, US Fellowships 2022
Scholarship Recipients $253,520 Westfield, MA, US Scholarships 2022
Fellowship Recipients $58,225 Westfield, MA, US Fellowships 2022
Scholarship Recipients $247,480 Westfield, MA, US Scholarships 2021
Fellowship Recipients $59,000 Westfield, MA, US Fellowships 2021
Scholarship Recipients $240,496 Westfield, MA, US Scholarships 2020
Fellowship Recipients $72,000 Westfield, MA, US Fellowships 2020
Scholarship Recipients $238,750 Westfield, MA, US Scholarships 2018
Fellowship Recipients $53,258 Westfield, MA, US Fellowships 2018
Scholarship Recipients $254,320 Springfield, MA, US Scholarships 2017
Fellowship Recipients $44,617 Springfield, MA, US Fellowships 2017
Scholarship Recipients $231,178 Springfield, MA, US Scholarships 2016
Fellowship Recipients $30,353 Springfield, MA, US Fellowships 2016

Foundations Similar to The Horace Smith Fund

Discover 5 foundations with comparable assets ($7,270,749-$7,626,265), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 04-3299490 | 1 grants awarded
$7,626,265
(≈ Similar)
$130,000
median grant
Brookline, MA
Same state
100%
Excellent match

EIN: 27-5457803 | 14 grants awarded
$7,480,870
(≈ Similar)
$277,753
median grant
Boston, MA
Same state
99%
Excellent match

EIN: 92-1230544 | 10 grants awarded
$7,448,497
(≈ Similar)
$200,000
median grant
Boston, MA
Same state
99%
Excellent match

EIN: 87-2372523 | 9 grants awarded
$7,361,230
(≈ Similar)
$250,000
median grant
Newton, MA
Same state
99%
Excellent match

EIN: 16-1712932 | 28 grants awarded
$7,270,749
(≈ Similar)
$100,000
median grant
Cambridge, MA
Same state
98%
Excellent match

Contact Information

Official contact details for The Horace Smith Fund as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 04-2235130
Website http://www.horacesmithfund.org
Address 16 UNION AVENUE STE 2K Westfield, MA 01085-2675

Key People (6)

Board members, trustees, and key staff who oversee The Horace Smith Fund's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Wayne L Webster
Treasurer Anthony Giacomoni
Assistant Tr James W Broderick Jr
Clerk/ Exec Josephine Sarnelli
Trustee Teresa Regina

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Horace Smith Fund is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.