Joan Bentinck-Smith Charitable
Joan Bentinck-Smith Charitable is a private foundation focused on Arts, Culture & Humanities, based in Cotuit, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 1 grant totaling $20K. Net investment income was $44K.
Key facts about Joan Bentinck-Smith Charitable
In short: Joan Bentinck-Smith Charitable gave $20K across 1 grant in 2025 (avg $20K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 04-3254592
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $20,000
- Grants made (2025)
- 1
- Average grant
- $20,000
- Median grant
- $20,000
- Total assets
- $1,582,243
- Primary geography
- Massachusetts (100% 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
$1.6M
+25.9% YoY
Annual Giving
$20K
-60.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$20K
-60.0% YoY
Under IRS private-foundation payout rules, Joan Bentinck-Smith Charitable reported a distributable amount of $84K for 2025 — the minimum it must pay out in qualifying distributions.
How Joan Bentinck-Smith Charitable gives
- Giving fell 69% from 2022 to 2025. Method
- In 2025 it paid out 25% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $20K (2025) to $93K (2023). In 2025 it made 1 grant totaling $20K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Cotuit Federated Church ($20K).
Grant Size Distribution
42 grants across all recorded years
The most common grant size was under $50K: 40 grants of 42 (95%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cotuit Federated Church Cotuit, MA | General Charitable Purpose | $20,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,582,243 | $1,256,688 | $1,240,948 |
| Revenue | $363,906 | $82,036 | $45,983 |
| Expenses | $37,801 | $65,859 | $107,163 |
| Qualifying Distributions | $21,135 | $51,025 | $94,100 |
| Net Investment Income | $43,606 | $67,005 | $32,321 |
| Distributable Amount | $84,287 | $77,403 | $71,340 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 20, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 30, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Joan Bentinck-Smith Charitable's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jonathan H. Seder
Trustee
On filings since 2020
1 hr/week
No compensation reported
Lisa Kirkwood
Trustee
On filings since 2020
1 hr/week
No compensation reported
Michael Bentinck-Smith
Trustee
On filings since 2020
1 hr/week
No compensation reported
Patricia B. Harris
Trustee
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Joan Bentinck-Smith (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 Joan Bentinck-Smith Charitable
How much does Joan Bentinck-Smith Charitable give each year?
Joan Bentinck-Smith Charitable gave $20K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 1 grant.
How large is Joan Bentinck-Smith Charitable?
Joan Bentinck-Smith Charitable reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $84K (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 Joan Bentinck-Smith Charitable?
Joan Bentinck-Smith Charitable is a private foundation focused on Arts, Culture & Humanities, based in Cotuit, MA. It holds $1.6M in total assets as of 2025.
Where does Joan Bentinck-Smith Charitable operate?
Joan Bentinck-Smith Charitable has awarded grants in District of Columbia, Iowa, Massachusetts, Virginia.
What is Joan Bentinck-Smith Charitable's EIN?
Joan Bentinck-Smith Charitable's EIN (Employer Identification Number) is 04-3254592. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Joan Bentinck-Smith Charitable by hand.
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