The Sara Smith Self Foundation Inc
The Sara Smith Self Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Winstonsalem, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.4M in total assets. In 2024, it awarded 27 grants totaling $198K. Net investment income was $427K.
Key facts about The Sara Smith Self Foundation Inc
- EIN
- 20-3631059
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $198,000
- Grants made (2024)
- 27
- Average grant
- $7,333
- Median grant
- $3,000
- New grantees (estimate)
- 15% first-time grantees (4 of 27, 2024)
- Total assets
- $3,387,182
- Primary geography
- North Carolina (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Sara Smith Self Foundation Inc funds
By grant dollars, the top recipient states for The Sara Smith Self Foundation Inc's 27 itemized 2024 grants were North Carolina (100%). The most frequent recipient cities were Winstonsalem, NC (12 grants), Durham, NC (3 grants) and Raleigh, NC (2 grants). None of its 27 grants with a stated purpose were described as general or operating support.
Is The Sara Smith Self Foundation Inc open to new grantees?
15%
first-time grantees, 2024
In 2024, 4 of 27 grantees (15%) were first-time recipients. First grants averaged $5K; repeat grants $8K. How we count
Medians: $4K first-time, $3K repeat.
- 78% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−12%). Method
- In 2024 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Sara Smith Self Foundation Inc
- How to evaluate The Sara Smith Self Foundation Inc as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.4M
+6.6% YoY
Annual Giving
$198K
+10.3% YoY
Grant Count
27
+12.5% YoY
Avg Grant Size
$7K
-1.9% YoY
Under IRS private-foundation payout rules, The Sara Smith Self Foundation Inc reported a distributable amount of $221K for 2024 — the minimum it must pay out in qualifying distributions.
About The Sara Smith Self Foundation Inc
Based on IRS filings
The Sara Smith Self Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Winstonsalem, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.4M in total assets. In 2024, it awarded 27 grants totaling $198K. Net investment income was $427K.
Focus Areas
Ready to take the next step with The Sara Smith Self Foundation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 27 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,387,182 | $3,177,026 | $3,122,309 |
| Revenue | $478,538 | $296,636 | $330,022 |
| Expenses | $249,748 | $233,747 | $289,983 |
| Qualifying Distributions | $198,000 | $179,500 | $239,500 |
| Net Investment Income | $426,790 | $242,389 | $279,539 |
| Distributable Amount | $221,403 | $199,322 | $204,030 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
124 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include University of NC at Greensboro School of Education ($25,000), The Summit School ($25,000), Wake Forest Baptist Medical Center ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF NC AT GREENSBORO SCHOOL OF EDUCATION Greensboro, NC | EDUCATION PURPOSES; FUNDING SCHOLARSHIPS | $25,000 |
| THE SUMMIT SCHOOL Winstonsalem, NC | TECHNOLOGY PROJECT AT THE SCHOOL; OTHER EDUCATIONAL ENDEAVORS | $25,000 |
| WAKE FOREST BAPTIST MEDICAL CENTER Winstonsalem, NC | FOR THE CC SMITH STROKE FUND FOR STROKE RESEARCH | $25,000 |
| NOBLE ACADEMY Grensboro, NC | EMPOWERING STUDENTS WITH LEARNING DIFFERENCES TO PURSUE THEIR HIGHEST POTENTIAL WITHIN A COMPREHENSIVE SUPPORT EDUCATIONAL ENVIRONMENT | $20,000 |
| SECU FAMILY HOUSE Winstonsalem, NC | HOSPITAL HOSPITALITY HOUSE PROVIDING AFFORDABLE LODGING IN A CARING ENVIRONMENT FOR REFERRED ADULT PATIENTS AND/OR THEIR CAREGIVERS WHO TRAVEL TO WINSTON-SALEM FOR MEDICAL TREATMENT | $15,000 |
| NORTH CAROLINA MUSEUM OF HISTORY Raleigh, NC | SUPPORT OF MUSEUM OF HISTORY | $10,000 |
| BREAKTHROUGH T1D Charlotte, NC | RESEARCH TO FIND A CURE FOR DEABETES AND ITS COMPLICATIONS | $10,000 |
| SECOND HARVEST FOOD BANK OF NORTHWEST NC Winstonsalem, NC | SUPPORT ACROSS NORTHWEST NC TO BRING TO LIFE SHARED VISION OF HUNGER-FREE COMMUNITIES | $6,500 |
| CHRIST SCHOOL Arden, NC | SUPPORT IN RECOVERY FROM HURRICANE HELENE | $6,000 |
| THIRD STREET EDUCATION CENTER Greenville, NC | LEARNING CENTER THAT SERVES CHILDREN IN THE NEIGHBORHOOD THAT INVOLVES LOCAL PARENTS | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Smith Winborne Self | Director, Vice President | — | — |
| Robert L Edwards | Director, Secretary, Treasurer | — | — |
| Robert Sheldon | Director | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Sara Smith Self Foundation Inc?
The Sara Smith Self Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Winstonsalem, NC. It holds $3.4M in total assets as of 2024.
How large is The Sara Smith Self Foundation Inc?
As of 2024, The Sara Smith Self Foundation Inc holds $3.4M in total assets with $479K in annual revenue. It awarded 27 grants totaling $198K in 2024.
Where does The Sara Smith Self Foundation Inc operate?
The Sara Smith Self Foundation Inc has awarded grants in California, Mp, North Carolina, Virginia.
What size grants does The Sara Smith Self Foundation Inc award?
In 2024, The Sara Smith Self Foundation Inc awarded 27 grants totaling $198K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is The Sara Smith Self Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Sara Smith Self Foundation Inc reported a distributable amount of $221K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Sara Smith Self Foundation Inc's EIN?
The Sara Smith Self Foundation Inc's EIN (Employer Identification Number) is 20-3631059. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.