Smith Winchell Est Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.9M in total assets. In 2024, it awarded 8 grants totaling $466K. Net investment income was $1.1M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$11.9M
+4.9% YoY
Annual Giving
$466K
+9.2% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$58K
+9.2% YoY
About Smith Winchell Est Tr
Based on IRS filings
Smith Winchell Est Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.9M in total assets. In 2024, it awarded 8 grants totaling $466K. Net investment income was $1.1M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $11,905,880 | $11,349,198 | $11,604,730 |
| Revenue | $1,169,002 | $283,107 | $-300,322 |
| Expenses | $599,727 | $534,356 | $677,459 |
| Qualifying Distributions | $507,606 | $464,382 | $546,385 |
| Net Investment Income | $1,076,527 | $210,333 | $158,728 |
| Distributable Amount | $651,780 | $588,921 | $595,385 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
40 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
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 | $102,004 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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