The Margaret Dunn Smith Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MORRIS, CT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $983K in total assets. In 2024, it awarded 8 grants totaling $53K. Net investment income was $87K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$983K
+3.6% YoY
Annual Giving
$53K
-18.5% YoY
Grant Count
8
+60.0% YoY
Avg Grant Size
$7K
-49.1% YoY
Under IRS private-foundation payout rules, The Margaret Dunn Smith Family reported a distributable amount of $115K for 2024 — the minimum it must pay out in qualifying distributions.
About The Margaret Dunn Smith Family
Based on IRS filings
The Margaret Dunn Smith Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MORRIS, CT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $983K in total assets. In 2024, it awarded 8 grants totaling $53K. Net investment income was $87K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $983,082 | $949,150 | $944,088 |
| Revenue | $97,775 | $79,523 | $91,093 |
| Expenses | $63,843 | $74,461 | $59,170 |
| Qualifying Distributions | $52,550 | $64,500 | $47,750 |
| Net Investment Income | $86,888 | $69,562 | $80,649 |
| Distributable Amount | $115,306 | $58,470 | $54,112 |
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
29 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Wheaton College ($25,000), Morris Land Trust ($10,000), Burlington City Arts ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CONNECTICUT FOODSHARE WALLINGFORD, CT | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| HIGH FIVES FOUNDATION TRUCKEE, CA | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| MORRIS LAND TRUST BOONTON, NJ | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 |
| THE UNQUOWA SCHOOL FAIRFIELD, CT | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| WHEATON COLLEGE NORTON, MA | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $25,000 |
| WHEELS FOR WARMTH MIDDLESEX, VT | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $50 |
| BURLINGTON CITY ARTS BURLINGTON, VT | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 |
| MISSION 22 SISTERS, OR | TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARGARET DUNN SMITH | PRESIDENT | — | — |
| CHRISTINA S DISABATO | TREASURER | — | — |
| WINTHROP H SMITH III | SECRETARY | — | — |
| CAMERON W SMITH | ASST TREASURER | — | — |
| HEATHER S SMITH | ASST SECRETARY | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Margaret Dunn Smith Family?
The Margaret Dunn Smith Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MORRIS, CT. It holds $983K in total assets as of 2024.
How large is The Margaret Dunn Smith Family?
As of 2024, The Margaret Dunn Smith Family holds $983K in total assets with $98K in annual revenue. It awarded 8 grants totaling $53K in 2024.
Where does The Margaret Dunn Smith Family operate?
The Margaret Dunn Smith Family has awarded grants in California, Connecticut, Massachusetts, New Jersey, Oregon, Vermont.
What size grants does The Margaret Dunn Smith Family award?
In 2024, The Margaret Dunn Smith Family awarded 8 grants totaling $53K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is The Margaret Dunn Smith Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Margaret Dunn Smith Family reported a distributable amount of $115K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2024.
Explore Open Grants
Browse active grant opportunities in The Margaret Dunn Smith Family's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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