Harold Webster Smith Foundation Inc

Private foundation · Grantmaker Waterbury, CT EIN: 22-2947047

Harold Webster Smith Foundation Inc is a private foundation, based in Waterbury, CT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $7.1M in total assets. In 2025, it awarded 7 grants totaling $264K. Net investment income was $320K.

Harold Webster Smith Foundation Inc at a glance

In short: Harold Webster Smith Foundation Inc gave $264K across 7 grants in 2025 (avg $38K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$264,284
+18.9% vs 2024
Grants made (2025)
7
+40.0% vs 2024
Average grant
$37,755
-15.0% vs 2024
Median grant
$17,409
Total assets
$7,141,230
+2.5% vs 2024
Primary geography
Connecticut (100% 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 Harold Webster Smith Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

Neighborworks New Horizons: $103KNeighborworks New Horizons$103KWaterbury Land Bank Authority: $100KWaterbury Land Bank Authority$100KHispanic Coalition of Greater Waterbury Inc: $20KHispanic Coalition of GreaterWaterbury Inc$20KCT Council of Philanthropy: $17KCT Council of Philanthropy$17KUconn Foundation Inc: $13KUconn Foundation Inc$13KUnited Way of Greater Waterbury Emergency Fund: $10KUnited Way of GreaterWaterbury Emergency Fund$10KRegional Plan Association: $1KRegional Plan Association$1K

The largest 2025 recipient was Neighborworks New Horizons ($103K). Together the top 7 received $264K.

Grant Size Distribution

25 grants across all recorded years

15<$50K4$50–100K6$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 25 (60%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 7 itemized grants.

Cities

WaterburyNew HavenHartfordStorrsNew York

How Harold Webster Smith Foundation Inc gives

  • Giving grew 26% from 2022 to 2025. Method
  • In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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$100K$200K$300K$400K5 grants2019 9 grants2020 5 grants2021 4 grants2022 4 grants2023 5 grants2024 7 grants2025

From 2019 to 2025, annual grant giving ranged from $200K (2023) to $323K (2019). In 2025 it made 7 grants totaling $264K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Neighborworks New Horizons New Haven, CTOperating support - waterbury community investment llc, a single-member limited liablity company wholly owned and controlled by mutual housing association of south central Connecticut, inc., an organization described in section 170(c)(2) of the irc$103,000
Waterbury Land Bank Authority Waterbury, CTGreater Waterbury Community Land Bank$100,000
Hispanic Coalition of Greater Waterbury Inc Waterbury, CTWorking Cities Challenge$20,000
CT Council of Philanthropy Hartford, CTGrant to Fund the Suburban Rural Housing Program$17,409
Uconn Foundation Inc Storrs, CTGrant to fund the uconn waterbury housing clinic program$12,875
United Way of Greater Waterbury Emergency Fund Waterbury, CTUnited Way of Greater Waterbury Emergency Fund$10,000
Regional Plan Association New York, NYAnnual Conference Support$1,000
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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$7,141,230$542,741$370,843$264,2847$346,711$320,162$396,798
2024$6,969,332$393,765$317,820$222,1995$296,613$173,558$361,228
2023$6,893,387$330,440$277,508$199,5004$260,299$127,400$313,698
2022$6,840,455$303,920$285,876$209,6824$268,691$120,071$705,516
2021$6,822,411$3,469,853$312,328$210,0005$252,232$3,208,937$269,834
2020$3,664,886$654,422$306,773$250,0009—$401,897$246,441
2019$3,317,237$357,637$372,221$322,7885—$105,277$234,160

Under IRS private-foundation payout rules, Harold Webster Smith Foundation Inc reported a distributable amount of $397K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Harold Webster Smith Foundation Inc is led by Kathryn Luria, Executive Director since 2023 (on filings since 2019); 1 of 8 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Kathryn Luria

    Executive Director

    Vice President & Assistant Secretary → Executive Director, 2023

    On filings since 2019

    10 hrs/week

    $33K (2023) → $72K (2025)

  • James C. Smith

    Chairman & President

    Chair → Chairman & President, 2020

    On filings since 2019

    5 hrs/week

    No compensation reported

  • Robert F. Polito Jr.

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • C. P. O'Donnell

    Director

    Member → Director, 2024

    On filings since 2023

    1 hr/week

    No compensation reported

  • Ml O'Connor

    Director

    Member → Director, 2024

    On filings since 2023

    1 hr/week

    No compensation reported

  • Gregory S. Madar

    Senior Vice President & Treasurer

    On filings since 2019

    1 hr/week

    No compensation reported

  • Katherine Vines Trumbull

    Secretary

    On filings since 2019

    1 hr/week

    No compensation reported

  • Fred M. Smith

    Member

    On filings since 2024

    1 hr/week

    No compensation reported

Former officers (4)
  • Former: William E. Wrang (2019–2024) — Director
  • Former: Peter Mosbacher (2019–2023) — Member
  • Former: Bruce E. Wandelmaier (2019–2020) — Member
  • Former: Nitin J. Mhatre (2019–2020) — 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.

Compensation Overview

From 2025 IRS filing

Kathryn Luria — Executive Director: $72KKathryn LuriaExecutive Director$72K

The highest reported compensation on the 2025 filing was $72K, to Kathryn Luria (Executive Director).

Frequently asked questions about Harold Webster Smith Foundation Inc

How much does Harold Webster Smith Foundation Inc give each year?

Harold Webster Smith Foundation Inc gave $264K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $222K across 5 grants.

What is Harold Webster Smith Foundation Inc's typical grant size?

Harold Webster Smith Foundation Inc's median grant in 2025 was $17,409, and its average grant was $37,755, across 7 grants on its 2025 IRS Form 990-PF.

Where does Harold Webster Smith Foundation Inc give grants?

Harold Webster Smith Foundation Inc gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Waterbury, CT (3 grants).

Does Harold Webster Smith Foundation Inc give general operating support?

Yes: 14% of Harold Webster Smith Foundation Inc's 2025 grants with a stated purpose (1 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Harold Webster Smith Foundation Inc's largest grantees?

Harold Webster Smith Foundation Inc's largest 2025 grantees include Neighborworks New Horizons ($103,000), Waterbury Land Bank Authority ($100,000) and Hispanic Coalition of Greater Waterbury Inc ($20,000), according to its 2025 IRS Form 990-PF. Together they received 84% of its itemized 2025 grant dollars.

How large is Harold Webster Smith Foundation Inc?

Harold Webster Smith Foundation Inc reported $7.1M in total assets on its 2025 IRS Form 990-PF. It paid out $347K in qualifying distributions that year, against a required minimum of $397K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Harold Webster Smith Foundation Inc's EIN?

Harold Webster Smith Foundation Inc's EIN (Employer Identification Number) is 22-2947047. 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

(3)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 12, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
  3. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Harold Webster Smith Foundation Inc funder profile. GrantGraph. Retrieved October 24, 2026, from https://grantable.co/funders/harold-webster-smith-foundation-inc-morg_794512c190a2459eb943e72555edac7b

BibTeX
@misc{grantable_222947047_2026,
  author       = {{Grantable}},
  title        = {{Harold Webster Smith Foundation Inc funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/harold-webster-smith-foundation-inc-morg_794512c190a2459eb943e72555edac7b},
  note         = {Accessed 2026-10-24. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Harold Webster Smith Foundation Inc'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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