Joan Bentinck-Smith Charitable

Private foundation · Grantmaker Cotuit, MA EIN: 04-3254592

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

4states

Share of the 2025 grant dollars on its one itemized grant.

Cities

HyannisBostonCotuitHarwichPlymouthOrleansBooneCentervilleMashpeeOstervilleSouth YarmouthTriangleWest BarnstableWest HarwichBarnstableFalmouthMedfordWalthamWashingtonYarmouthport

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K33 grants2020 23 grants2021 5 grants2022 12 grants2023 1 grant2024 1 grant2025

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

Cotuit Federated Church: $20KCotuit Federated Church$20K

The largest 2025 recipient was Cotuit Federated Church ($20K).

Grant Size Distribution

42 grants across all recorded years

40<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 40 grants of 42 (95%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Cotuit Federated Church Cotuit, MAGeneral Charitable Purpose$20,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 20, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 30, 2026)
  7. 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.

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