Smith Charlesst Mark's Et Al

DALLAS, TX EIN: 06-6024584

Smith Charlesst Mark's Et Al is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.4M in total assets. In 2024, it awarded 5 grants totaling $319K. Net investment income was $746K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$8.4M

+4.8% YoY

Annual Giving

$319K

-13.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$64K

-13.9% YoY

Under IRS private-foundation payout rules, Smith Charlesst Mark's Et Al reported a distributable amount of $464K for 2024 — the minimum it must pay out in qualifying distributions.

About Smith Charlesst Mark's Et Al

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $2.0M (100%)

States

Connecticut

Cities

BloomfieldHartfordNew Britain

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$8,437,568	$8,054,171	$8,305,694
Revenue	$816,878	$209,661	$-182,585
Expenses	$424,789	$458,231	$579,313
Qualifying Distributions	$352,438	$402,379	$506,368
Net Investment Income	$745,556	$155,788	$115,554
Distributable Amount	$463,911	$421,910	$431,500

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Hospital of Central Connecticut ($95,783), Trustees of Trinity College ($95,783), St Mark's Parish Smith Fund ($63,855).

Recipient	Purpose	Amount
THE CHURCH HOME OF HARTFORD INC BLOOMFIELD, CT	UNRESTRICTED GENERAL	$31,928
HOSPITAL OF CENTRAL CONNECTICUT NEW BRITAIN, CT	UNRESTRICTED GENERAL	$95,783
TRUSTEES OF TRINITY COLLEGE HARTFORD, CT	UNRESTRICTED GENERAL	$95,783
NEW BRITAIN MUSEUM OF AMERICAN ART NEW BRITAIN, CT	UNRESTRICTED GENERAL	$31,928
ST MARK'S PARISH SMITH FUND NEW BRITAIN, CT	UNRESTRICTED GENERAL	$63,855

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$81,651

Frequently Asked Questions

How large is Smith Charlesst Mark's Et Al?

As of 2024, Smith Charlesst Mark's Et Al holds $8.4M in total assets with $817K in annual revenue. It awarded 5 grants totaling $319K in 2024.

Where does Smith Charlesst Mark's Et Al operate?

Smith Charlesst Mark's Et Al has awarded grants in Connecticut.

What size grants does Smith Charlesst Mark's Et Al award?

In 2024, Smith Charlesst Mark's Et Al awarded 5 grants totaling $319K — an average of about $64K per grant, based on its IRS Form 990 filings.

How much is Smith Charlesst Mark's Et Al required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Smith Charlesst Mark's Et Al reported a distributable amount of $464K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.