Don McQueen Smith 1963 Charitable Trust

Private foundation · Grantmaker Alexander City, AL EIN: 63-6049793

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.

Don McQueen Smith 1963 Charitable Trust at a glance

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.

Annual giving (2025)
$177,000
+3.5% vs 2024
Grants made (2025)
4
-50.0% vs 2024
Average grant
$44,250
+107.0% vs 2024
Median grant
$40,000
Total assets
$2,051,481
-0.1% vs 2024
Primary geography
Nebraska (45% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Don McQueen Smith 1963 Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Corey's Kids: $57KCorey's Kids$57KDale Smith Charitable Fund: $40KDale Smith Charitable Fund$40KDavid and Donna Smith Charitable Fund: $40KDavid and Donna SmithCharitable Fund$40KHoward Smith Charitable Fund: $40KHoward Smith Charitable Fund$40K

The largest 2025 recipient was Corey's Kids ($57K). Together the top 4 received $177K.

Grant Size Distribution

36 grants across all recorded years

33<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 33 grants of 36 (92%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

NaplesFraminghamPalmettoLithiaOmahaWarkwickMiamiAtlantaCharlottePrattvilleRanchesSarasotaTallassee

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K7 grants2019 10 grants2020 9 grants2021 9 grants2022 6 grants2023 8 grants2024 4 grants2025

From 2019 to 2025, annual grant giving ranged from $74K (2019) to $194K (2022). In 2025 it made 4 grants totaling $177K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Corey's Kids Framingham, MAYOUTH$57,000
Dale Smith Charitable Fund Omaha, NEDonor Advised Fund$40,000
David and Donna Smith Charitable Fund Charlotte, NCDonor Advised Fund$40,000
Howard Smith Charitable Fund Omaha, NEDonor Advised Fund$40,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$2,051,481$207,440$209,300$177,0004$177,000$179,529$170,323
2024$2,052,909$124,355$196,492$171,0008$171,000$100,863$167,012
2023$2,125,027$83,211$155,340$133,0006$133,000$64,493$151,446
2022$2,196,765$140,812$223,342$194,0009$194,000$112,765$160,603
2021$2,284,375$133,828$120,489$87,0009$87,000$102,029$167,998
2020$2,271,036$196,751$140,168$117,00010—$174,858$137,139
2019$2,217,879$31,661$95,747$74,0007—$28,756$130,362

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.

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.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS June 1, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 14, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Don McQueen Smith 1963 Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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