Smith Winchell Est Tr

DALLAS, TX EIN: 06-6029676

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

+0.0% YoY

Avg Grant Size

$58K

+9.2% YoY

Under IRS private-foundation payout rules, Smith Winchell Est Tr reported a distributable amount of $652K for 2024 — the minimum it must pay out in qualifying distributions.

About Smith Winchell Est Tr

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $1.9M (75%)

New York $628K (25%)

States

Connecticut New York

Cities

BrooklynHartfordNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include Village for Families & Children ($111,771), Hartford Hospital ($67,062), Ccmc -connecticut Children's Medical Ctr ($67,062).

Recipient	Purpose	Amount
HARTFORD HOSPITAL HARTFORD, CT	UNRESTRICTED GENERAL	$67,062
CCMC -CONNECTICUT CHILDREN'S MEDICAL CTR HARTFORD, CT	UNRESTRICTED GENERAL	$67,062
TRINITY COLLEGE HARTFORD, CT	UNRESTRICTED GENERAL	$44,708
VILLAGE FOR FAMILIES & CHILDREN HARTFORD, CT	UNRESTRICTED GENERAL	$111,771
HARTFORD FOUNDATION FOR PUBLIC GIVING HARTFORD, CT	UNRESTRICTED GENERAL	$47,852
THE ACTORS FUND OF AMERICA NEW YORK, NY	UNRESTRICTED GENERAL	$48,434
THE AUTHORS LEAGUE FUND BROOKLYN, NY	UNRESTRICTED GENERAL	$42,583
THE LAMBS FOUNDATION INC NEW YORK, NY	UNRESTRICTED GENERAL	$36,820

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

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Smith Winchell Est Tr?

Smith Winchell Est Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $11.9M in total assets as of 2024.

How large is Smith Winchell Est Tr?

As of 2024, Smith Winchell Est Tr holds $11.9M in total assets with $1.2M in annual revenue. It awarded 8 grants totaling $466K in 2024.

Where does Smith Winchell Est Tr operate?

Smith Winchell Est Tr has awarded grants in Connecticut, New York.

What size grants does Smith Winchell Est Tr award?

In 2024, Smith Winchell Est Tr awarded 8 grants totaling $466K — an average of about $58K per grant, based on its IRS Form 990 filings.

How much is Smith Winchell Est Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Smith Winchell Est Tr reported a distributable amount of $652K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.