Smith Winchell Est Tr
Smith Winchell Est Tr is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $12.6M in total assets. In 2025, it awarded 8 grants totaling $511K. Net investment income was $1.3M.
Smith Winchell Est Tr at a glance
In short: Smith Winchell Est Tr gave $511K across 8 grants in 2025 (avg $64K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $511,383
- +9.7% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $63,923
- +9.7% vs 2024
- Median grant
- $55,885
- Total assets
- $12,599,406
- +5.8% vs 2024
- Primary geography
- Connecticut (65% 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 Smith Winchell Est Tr funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Village for Families & Children ($112K). Together the top 8 received $511K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was in the $50–100K range: 19 grants of 40 (48%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
States
Cities
How Smith Winchell Est Tr gives
- Giving held roughly steady from 2022 to 2025 (+1%). Method
- In 2025 it paid out 79% 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
From 2019 to 2025, annual grant giving ranged from $427K (2023) to $583K (2021). In 2025 it made 8 grants totaling $511K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Village for Families & Children Hartford, CT | Unrestricted General | $111,771 |
| The Lambs Foundation Inc New York, NY | Unrestricted General | $91,486 |
| CCMC -Connecticut Children's Medical Ctr Hartford, CT | Unrestricted General | $79,026 |
| Hartford Hospital Hartford, CT | Unrestricted General | $67,062 |
| Trinity College Hartford, CT | Unrestricted General | $44,708 |
| The Actors Fund of America New York, NY | Unrestricted General | $44,708 |
| The Authors League Fund Brooklyn, NY | Unrestricted General | $44,708 |
| Hartford Foundation for Public Giving Hartford, CT | Unrestricted General | $27,914 |
Ready to take the next step with Smith Winchell Est Tr?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $12,599,406 | $1,356,878 | $655,726 | $511,383 | 8 | $556,767 | $1,270,182 | $702,109 |
| 2024 | $11,905,880 | $1,169,002 | $599,727 | $466,292 | 8 | $507,606 | $1,076,527 | $651,780 |
| 2023 | $11,349,198 | $283,107 | $534,356 | $426,968 | 8 | $464,382 | $210,333 | $588,921 |
| 2022 | $11,604,730 | $-300,322 | $677,459 | $508,403 | 8 | $546,385 | $158,728 | $595,385 |
| 2021 | $12,581,883 | $2,545,060 | $697,157 | $582,728 | 8 | $621,521 | $2,458,260 | $659,639 |
| 2020 | $10,720,227 | $607,493 | $653,283 | $545,588 | 8 | — | $544,085 | $565,853 |
| 2019 | $10,767,344 | $1,736,203 | $583,990 | $439,401 | 8 | — | $1,713,281 | $518,650 |
Under IRS private-foundation payout rules, Smith Winchell Est Tr reported a distributable amount of $702K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Smith Winchell Est Tr's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$82K (2019) → $109K (2025)
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
The highest reported compensation on the 2025 filing was $109K, to Bank of America (Trustee).
Frequently asked questions about Smith Winchell Est Tr
How much does Smith Winchell Est Tr give each year?
Smith Winchell Est Tr gave $511K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $466K across 8 grants.
What is Smith Winchell Est Tr's typical grant size?
Smith Winchell Est Tr's median grant in 2025 was $55,885, and its average grant was $63,923, across 8 grants on its 2025 IRS Form 990-PF.
Where does Smith Winchell Est Tr give grants?
Smith Winchell Est Tr gives mostly in Connecticut: 65% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (35%). The most frequent recipient cities were Hartford, CT (5 grants) and New York, NY (2 grants).
Does Smith Winchell Est Tr give general operating support?
Yes: 100% of Smith Winchell Est Tr's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Smith Winchell Est Tr's largest grantees?
Smith Winchell Est Tr's largest 2025 grantees include Village for Families & Children ($111,771), The Lambs Foundation Inc ($91,486) and CCMC -Connecticut Children's Medical Ctr ($79,026), according to its 2025 IRS Form 990-PF. Together they received 55% of its itemized 2025 grant dollars.
How large is Smith Winchell Est Tr?
Smith Winchell Est Tr reported $12.6M in total assets on its 2025 IRS Form 990-PF. It paid out $557K in qualifying distributions that year, against a required minimum of $702K (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 Smith Winchell Est Tr's EIN?
Smith Winchell Est Tr's EIN (Employer Identification Number) is 06-6029676. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 3, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 28, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 1, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 30, 2024)
Live grants for the work Smith Winchell Est Tr funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Smith Winchell Est Tr's focus areas in our free grants database
Similar Funders
Funders with grantees in common
The William H & Rosanna T Andrulat
Hartford, CT
The William H. & Rosanna T. Andrulat Foundation supports Connecticut 501(c)(3) public charities across areas including health, education, arts, and human services. Its 2025 grants ranged from $5,000 to $16,000, with a median of $16,000; it accepts written requests on a rolling basis.
Assets
$1.5M
Grants
11
Total Given
$138K
Hunter Leila Clark Tr Uw CL 8
Dallas, TX
Assets
$6.6M
Grants
3
Total Given
$301K
Elizabeth M Landon & Harriette M Landon
Hartford, CT
The foundation supports public charities across the arts, health, human services, education, and animal health, with most funding going to Connecticut organizations. Its 2025 grants ranged from $1,000 to $100,000, with a median of $10,000. It accepts written requests on a rolling basis from eligible 501(c)(3) public charities.
Assets
$11.0M
Grants
45
Total Given
$681K
The Schwedel Foundation
New Canaan, CT
The Schwedel Foundation supports a range of charitable organizations, with 2025 grants going to education, community, and other nonprofits. Grants ranged from $100 to $50,000, with a median of $1,500, and went mainly to organizations in Washington, DC, New Jersey, Connecticut, Vermont, and Massachusetts. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$1.4M
Grants
12
Total Given
$89K
Alexander M & Catherine M Wright Charitable
Hartford, CT
The foundation supports arts and cultural organizations, health, community giving, and social services, with recent grants going to organizations in Connecticut and Massachusetts. Its 2025 grants ranged from $1,000 to $14,000, with a median of $3,000. It accepts written requests from eligible 501(c)(3) public charities on a rolling basis and does not limit giving to preselected organizations.
Assets
$564K
Grants
14
Total Given
$56K
Aetna Foundation Inc
Hartford, CT
Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.
Assets
—
Grants
65
Total Given
$7.2M
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Smith Winchell Est Tr'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.
Smith Winchell Est Tr down — hundreds of funders to go?