Don McQueen Smith 1963 Charitable Trust
Don McQueen Smith 1963 Charitable Trust is a private foundation, based in Alexander City, AL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it awarded 4 grants totaling $177K. Net investment income was $180K.
Key facts about Don McQueen Smith 1963 Charitable Trust
In short: Don McQueen Smith 1963 Charitable Trust gave $177K across 4 grants in 2025 (avg $44K), top state Nebraska. Source: 2025 IRS Form 990-PF.
- EIN
- 63-6049793
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $177,000
- Grants made (2025)
- 4
- Average grant
- $44,250
- Median grant
- $40,000
- Total assets
- $2,051,481
- Primary geography
- Nebraska (45% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.1M
-0.1% YoY
Annual Giving
$177K
+3.5% YoY
Grant Count
4
-50.0% YoY
Avg Grant Size
$44K
+107.0% YoY
Under IRS private-foundation payout rules, Don McQueen Smith 1963 Charitable Trust reported a distributable amount of $170K for 2025 — the minimum it must pay out in qualifying distributions.
How Don McQueen Smith 1963 Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $74K (2019) to $194K (2022). In 2025 it made 4 grants totaling $177K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Corey's Kids ($57K). Together the top 4 received $177K.
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 33 grants of 36 (92%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Corey's Kids Framingham, MA | YOUTH | $57,000 |
| Dale Smith Charitable Fund Omaha, NE | Donor Advised Fund | $40,000 |
| David and Donna Smith Charitable Fund Charlotte, NC | Donor Advised Fund | $40,000 |
| Howard Smith Charitable Fund Omaha, NE | Donor Advised Fund | $40,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,051,481 | $2,052,909 | $2,125,027 |
| Revenue | $207,440 | $124,355 | $83,211 |
| Expenses | $209,300 | $196,492 | $155,340 |
| Qualifying Distributions | $177,000 | $171,000 | $133,000 |
| Net Investment Income | $179,529 | $100,863 | $64,493 |
| Distributable Amount | $170,323 | $167,012 | $151,446 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 1, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
Leadership & Key People
Officers and directors from IRS filings
Don McQueen Smith 1963 Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Connie H. Smith
Advisory Director
On filings since 2019
No compensation reported
David B. Smith
Advisory Director
On filings since 2019
No compensation reported
Howard M. Smith
Advisory Director
On filings since 2024
No compensation reported
Former officers (1)
- Former: Dale G. Smith (2019–2023) — Advisory Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Don McQueen Smith 1963 Charitable Trust
How much does Don McQueen Smith 1963 Charitable Trust give each year?
Don McQueen Smith 1963 Charitable Trust gave $177K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $171K across 8 grants.
What is Don McQueen Smith 1963 Charitable Trust's typical grant size?
Don McQueen Smith 1963 Charitable Trust's median grant in 2025 was $40,000, and its average grant was $44,250, across 4 grants on its 2025 IRS Form 990-PF.
Where does Don McQueen Smith 1963 Charitable Trust give grants?
Don McQueen Smith 1963 Charitable Trust's top state is Nebraska, with 45% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Massachusetts (32%) and North Carolina (23%). The most frequent recipient cities were Omaha, NE (2 grants).
Does Don McQueen Smith 1963 Charitable Trust give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Don McQueen Smith 1963 Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donor Advised Fund" (3 grants).
How large is Don McQueen Smith 1963 Charitable Trust?
Don McQueen Smith 1963 Charitable Trust reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $177K in qualifying distributions that year, against a required minimum of $170K (roughly 5% of its investment assets).
What is Don McQueen Smith 1963 Charitable Trust's EIN?
Don McQueen Smith 1963 Charitable Trust's EIN (Employer Identification Number) is 63-6049793. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Don McQueen Smith 1963 Charitable Trust by hand.
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