The Margaret Dunn Smith Family
The Margaret Dunn Smith Family is a private foundation, based in Morris, CT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 8 grants totaling $37K. Net investment income was $72K.
The Margaret Dunn Smith Family at a glance
In short: The Margaret Dunn Smith Family gave $37K across 8 grants in 2025 (avg $5K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $37,400
- -28.8% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $4,675
- -28.8% vs 2024
- Median grant
- $1,500
- Total assets
- $1,016,741
- +3.4% vs 2024
- Primary geography
- Massachusetts (67% 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 The Margaret Dunn Smith Family funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Wheaton College ($25K). Together the top 8 received $37K.
Grant Size Distribution
37 grants across all recorded years
The most common grant size was under $50K: 36 grants of 37 (97%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How The Margaret Dunn Smith Family gives
- Giving fell 22% from 2022 to 2025. Method
- In 2025 it paid out 53% 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 $37K (2025) to $65K (2023). In 2025 it made 8 grants totaling $37K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wheaton College Norton, MA | To Promote the Organization's Exempt Purpose | $25,000 |
| Equanimitas Health Foundation Greenwich, CT | To Promote the Organization's Exempt Purpose | $5,000 |
| The Unquowa School Fairfield, CT | To Promote the Organization's Exempt Purpose | $3,500 |
| B Cured Greenwich, CT | To Promote the Organization's Exempt Purpose | $1,500 |
| High Fives Foundation Truckee, CA | To Promote the Organization's Exempt Purpose | $1,500 |
| Connecticut Foodshare Wallingford, CT | To Promote the Organization's Exempt Purpose | $500 |
| Madison Emergency Medical Services Madison, CT | To Promote the Organization's Exempt Purpose | $250 |
| Connecticut State Police Middletown, CT | To Promote the Organization's Exempt Purpose | $150 |
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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 | $1,016,741 | $83,767 | $50,108 | $37,400 | 8 | $37,400 | $72,321 | $70,217 |
| 2024 | $983,082 | $97,775 | $63,843 | $52,550 | 8 | $52,550 | $86,888 | $115,306 |
| 2023 | $949,150 | $79,523 | $74,461 | $64,500 | 5 | $64,500 | $69,562 | $58,470 |
| 2022 | $944,088 | $91,093 | $59,170 | $47,750 | 7 | $47,750 | $80,649 | $54,112 |
| 2021 | $912,165 | $75,442 | $61,822 | $49,975 | 9 | $49,975 | $64,376 | $64,486 |
| 2020 | $898,545 | $69,056 | $63,884 | $52,750 | 7 | — | $59,059 | $54,490 |
| 2019 | $893,373 | $56,357 | $65,170 | $52,250 | 6 | — | $43,080 | $53,364 |
Under IRS private-foundation payout rules, The Margaret Dunn Smith Family reported a distributable amount of $70K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Margaret Dunn Smith Family is led by Margaret Dunn Smith, President on every filing since 2019; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Margaret Dunn Smith
President
On filings since 2019
No compensation reported
Cameron W. Smith
Assistant Treasurer
On filings since 2019
No compensation reported
Christina S. Disabato
Treasurer
On filings since 2019
No compensation reported
Heather S. Smith
Assistant Secretary
On filings since 2019
No compensation reported
Winthrop H. Smith III
Secretary
On filings since 2019
No compensation reported
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.
Frequently asked questions about The Margaret Dunn Smith Family
How much does The Margaret Dunn Smith Family give each year?
The Margaret Dunn Smith Family gave $37K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $53K across 8 grants.
What is The Margaret Dunn Smith Family's typical grant size?
The Margaret Dunn Smith Family's median grant in 2025 was $1,500, and its average grant was $4,675, across 8 grants on its 2025 IRS Form 990-PF.
Where does The Margaret Dunn Smith Family give grants?
The Margaret Dunn Smith Family gives mostly in Massachusetts: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Connecticut (29%). The most frequent recipient cities were Greenwich, CT (2 grants).
Who are The Margaret Dunn Smith Family's largest grantees?
The Margaret Dunn Smith Family's largest 2025 grantees include Wheaton College ($25,000), Equanimitas Health Foundation ($5,000) and The Unquowa School ($3,500), according to its 2025 IRS Form 990-PF. Together they received 90% of its itemized 2025 grant dollars.
How large is The Margaret Dunn Smith Family?
The Margaret Dunn Smith Family reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $70K (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 The Margaret Dunn Smith Family's EIN?
The Margaret Dunn Smith Family's EIN (Employer Identification Number) is 20-2642871. 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
(4)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS September 10, 2020)
- Added Form 990-PF for fiscal year 2020 (received by the IRS July 21, 2021)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 17, 2026)
- IRS filings on file for fiscal years 2021–2024
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