Smith Pete and Sally Foundation

Private foundation · Grantmaker Saint Louis, MO EIN: 46-4350560

The Smith Pete and Sally Foundation is a private foundation based in Saint Louis, Missouri. Its grant program description says it supports charitable initiatives in education, the environment, and medical research in Rhea County, Tennessee, and Oconee County, South Carolina.

Smith Pete and Sally Foundation at a glance

In short: Smith Pete and Sally Foundation gave $337K across 10 grants in 2025 (avg $34K), mostly in South Carolina. 30% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$336,520
+1.2% vs 2024
Grants made (2025)
10
+11.1% vs 2024
Average grant
$33,652
-8.9% vs 2024
Median grant
$24,260
Total assets
$4,931,509
-0.1% vs 2024
New grantees (estimate)
30% first-time grantees (3 of 10, 2025; small sample)
Primary geography
South Carolina (78% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Smith Pete and Sally Foundation

Accepts unsolicited proposals
No
How to Apply

The foundation’s 2025 filing says it does not accept unsolicited requests. Its grant program description says applications are submitted online, but the program information is dated June 23, 2025.

Review Cycle
The program description says applications must be submitted by June 30 for review at an annual September meeting. The June 30, 2025 deadline is past.
Deadline
The program description says applications must be submitted by June 30 for review at an annual September meeting.
Contact

Mailing address: PO Box 505 Mac H0006-092, Saint Louis, MO 63166
Phone: (888) 730-4933

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Smith Pete and Sally Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Upstate Forever: $120KUpstate Forever$120KClemson Univ Foundation Engaged Aging: $50KClemson Univ FoundationEngaged Aging$50KTennessee Wesleyan University: $50KTennessee Wesleyan University$50KTri-County Technical College Found Inc: $25KTri-County Technical CollegeFound Inc$25KLand Trust for Tennessee Inc: $25KLand Trust for Tennessee Inc$25KWild Hearts Equine Therapeutic Center IN: $24KWild Hearts Equine TherapeuticCenter IN$24KUpstate Institute of Youth Programs Inc: $20KUpstate Institute of YouthPrograms Inc$20KChattooga Conservancy Inc: $11KChattooga Conservancy Inc$11KAlzheimers Disease Related Disorders Ass: $10KAlzheimers Disease RelatedDisorders Ass$10KMountain Sprouts Learning: $3KMountain Sprouts Learning$3K

The largest 2025 recipient was Upstate Forever ($120K). Together the top 10 received $337K.

Grant Size Distribution

40 grants across all recorded years

23<$50K13$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 23 grants of 40 (57%).

Geographic Focus

Where this funder awards grants

The grant program description identifies Rhea County, Tennessee, and Oconee County, South Carolina, as the areas served by its grant program. In 2025, 78% of grant dollars went to recipients in South Carolina and 22% to recipients in Tennessee.

Grant Distribution by State

5states

Share of 2025 grant dollars across all 10 itemized grants.

Cities

SenecaAthensGreenvilleNashvilleArlingtonClaytonPendletonClemsonKennesawLong CreekMountain RestColumbiaFlower MoundMt Pleasant

Is Smith Pete and Sally Foundation open to new grantees?

30%

first-time grantees, 2025

In 2025, 3 of 10 grantees (30%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $28K; repeat grants $36K. How we count

Medians: $24K first-time, $25K repeat.

  • 60% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+16%). Method
  • In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K7 grants2020 6 grants2021 7 grants2022 8 grants2023 9 grants2024 10 grants2025

From 2020 to 2025, annual grant giving ranged from $285K (2021) to $337K (2025). In 2025 it made 10 grants totaling $337K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Upstate Forever Greenville, SCGeneral Operating$120,000
Clemson Univ Foundation Engaged Aging Clemson, SCGeneral Operating$50,000
Tennessee Wesleyan University Athens, TNGeneral Operating$50,000
Tri-County Technical College Found Inc Pendleton, SCGeneral Operating$25,000
Land Trust for Tennessee Inc Nashville, TNGeneral Operating$25,000
Wild Hearts Equine Therapeutic Center IN Seneca, SCGeneral Operating$23,520
Upstate Institute of Youth Programs Inc Seneca, SCGeneral Operating$20,000
Chattooga Conservancy Inc Mountain Rest, SCGeneral Operating$10,500
Alzheimers Disease Related Disorders Ass Greenville, SCGeneral Operating$10,000
Mountain Sprouts Learning Long Creek, SCGeneral Operating$2,500
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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$4,931,509$554,200$558,551$336,52010$370,768$282,674$377,366
2024$4,936,538$702,606$489,267$332,5009$371,895$492,472$371,590
2023$4,719,589$635,415$470,971$300,0008$335,515$403,956$363,794
2022$4,545,879$563,171$427,120$289,0057$324,344$360,653$348,368
2021$4,408,869$515,535$454,321$285,3256$322,297$314,674$373,917
2020$4,347,569$330,941$456,109$324,2507—$147,211$339,047

Under IRS private-foundation payout rules, Smith Pete and Sally Foundation reported a distributable amount of $377K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated October 2026.

Mission & Focus Areas

The grant program description identifies scholarship programs, educational initiatives, land conservation, and research on kidney disease and Alzheimer’s as funding priorities. It says eligible organizations must be 501(c)(3) exempt.

Among its 2025 grantees, Upstate Forever describes its mission as protecting critical lands, waters, and the unique character of South Carolina’s Upstate. The Land Trust for Tennessee says it conserves Tennessee’s natural and historic landscapes and sites. Chattooga Conservancy describes work to protect and restore the Chattooga River watershed, support native species and a healthy human environment, and empower communities in land stewardship. Tennessee Wesleyan University describes its mission as providing a high-quality educational experience and preparing students for leadership and service.

Grantmaking

In filing year 2025, the foundation awarded 10 grants totaling $336,520. Grant amounts ranged from $2,500 to $120,000, with a median of $24,260.

The largest awards included $120,000 to Upstate Forever, $50,000 each to Clemson University Foundation Engaged Aging and Tennessee Wesleyan University, and $25,000 each to Tri-County Technical College Foundation and the Land Trust for Tennessee. The filing lists general operating as the purpose for each of these grants.

Leadership & Key People

Leadership team and compensation from IRS filings

Wells Fargo Bank N.A. is listed as trustee on the 2025 filing.

Smith Pete and Sally Foundation's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Wells Fargo Bank N A

    Trustee

    On filings since 2020

    1 hr/week

    $70K (2020) → $93K (2025)

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.

Compensation Overview

From 2025 IRS filing

Wells Fargo Bank N a — Trustee: $93KWells Fargo Bank N aTrustee$93K

The highest reported compensation on the 2025 filing was $93K, to Wells Fargo Bank N a (Trustee).

Frequently asked questions about Smith Pete and Sally Foundation

How much does Smith Pete and Sally Foundation give each year?

Smith Pete and Sally Foundation gave $337K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $333K across 9 grants.

What is Smith Pete and Sally Foundation's typical grant size?

Smith Pete and Sally Foundation's median grant in 2025 was $24,260, and its average grant was $33,652, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Smith Pete and Sally Foundation that year got $28K on average.

Where does Smith Pete and Sally Foundation give grants?

Smith Pete and Sally Foundation gives mostly in South Carolina: 78% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Tennessee (22%). The most frequent recipient cities were Greenville, SC (2 grants) and Seneca, SC (2 grants).

Does Smith Pete and Sally Foundation give general operating support?

Yes: 100% of Smith Pete and Sally Foundation's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Smith Pete and Sally Foundation's largest grantees?

Smith Pete and Sally Foundation's largest 2025 grantees include Upstate Forever ($120,000), Clemson Univ Foundation Engaged Aging ($50,000) and Tennessee Wesleyan University ($50,000), according to its 2025 IRS Form 990-PF. Together they received 65% of its itemized 2025 grant dollars.

How large is Smith Pete and Sally Foundation?

Smith Pete and Sally Foundation reported $4.9M in total assets on its 2025 IRS Form 990-PF. It paid out $371K in qualifying distributions that year, against a required minimum of $377K (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 does Smith Pete and Sally Foundation fund?

The grant program description identifies scholarship programs, educational initiatives, land conservation, and research on kidney disease and Alzheimer’s as funding priorities. It says eligible organizations must be 501(c)(3) exempt. See mission & focus areas ↑

How do I apply for a grant from Smith Pete and Sally Foundation?

The foundation’s 2025 filing says it does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Smith Pete and Sally Foundation's EIN?

Smith Pete and Sally Foundation's EIN (Employer Identification Number) is 46-4350560. IRS Form 990 filing data is available on this page for 2020–2025.

Does Smith Pete and Sally Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 13, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)

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Cite this profile

Grantable. (2026). Smith Pete and Sally Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/smith-pete-and-sally-foundation-morg_8d98936ab1394032887c53081c71af94

BibTeX
@misc{grantable_464350560_2026,
  author       = {{Grantable}},
  title        = {{Smith Pete and Sally Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/smith-pete-and-sally-foundation-morg_8d98936ab1394032887c53081c71af94},
  note         = {Accessed 2026-10-12. 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 Smith Pete and Sally Foundation'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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