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
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
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 |
|---|---|---|---|
| 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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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