The Winthrop H Smith Jr

Foundation · Grantmaker STAMFORD, CT EIN: 20-2642648

The Winthrop H Smith Jr Charitable Foundation Inc is a private independent foundation based in Stamford, Connecticut. Established in 2005 in Delaware as a successor to the Winthrop H. and Margaret D. Smith Family Foundation, it operates as a 501(c)(3) tax-exempt organization dedicated to philanthropic grantmaking.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-4.2% YoY

Annual Giving

$291K

+37.2% YoY

Grant Count

+2.8% YoY

Avg Grant Size

$8K

+33.5% YoY

Under IRS private-foundation payout rules, The Winthrop H Smith Jr reported a distributable amount of $77K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's grantmaking focuses on:

Education
Philanthropy, Voluntarism & Grantmaking
Human Services
Obesity Prevention
Marine Conservation
Cancer-related nonprofits
Community and School initiatives

Grantmaking

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Geographic Focus

Where this funder awards grants

The foundation primarily directs its grantmaking toward organizations in:

Vermont
Massachusetts
Connecticut

Grant Distribution by State

Vermont $826K (73%)

Connecticut $87K (8%)

Colorado $85K (7%)

Massachusetts $37K (3%)

New York $33K (3%)

California $28K (2%)

Michigan $10K (1%)

Montana $10K (1%)

+8 more states

States

California Colorado Connecticut Illinois Indiana Massachusetts Michigan Minnesota Missouri Montana Nebraska New Jersey New York Tennessee Virginia Vermont

Cities

AlexandriaAmherstBarreBostonBoulderBozemanBrattleboroBridgeportBronxBurglingtonBurlingtonCharlestownChattanoogaChesapeakeChicagoColchesterCrested ButteDanbyDeerfieldEly

Financial History

Multi-year comparison from IRS filings

Metric	Amount
Total Assets (2023)	$1,390,000
Total Assets (per 990 Report)	$1,329,086
Total Liabilities (2023)	$0
Total Giving	$290,900
Revenue (2023)	$161,000
Expenses (2023)	$228,000

Tax-Exempt Status: The foundation has maintained tax-exempt status since June 2005.

EIN: 20-2642648

Address: c/o Masotti, 1100 Summer Street, Stamford, CT 06905-55

Contact: 802-583-6332

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,329,086	$1,386,711	$1,454,449
Revenue	$246,044	$160,632	$141,995
Expenses	$303,669	$228,370	$199,699
Qualifying Distributions	$290,900	$212,000	$180,500
Net Investment Income	$233,275	$94,262	$75,798
Distributable Amount	$76,948	$78,324	$85,315

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

144 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Burlington City Arts ($110,000), Mad River Valley Interfaith Council ($15,000), New Learning Journey ($12,500).

Recipient	Purpose	Amount
BURLINGTON CITY ARTS BURLINGTON, VT	TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.	$110,000
MAD RIVER VALLEY INTERFAITH COUNCIL WAITSFIELD, VT	TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.	$15,000
NEW LEARNING JOURNEY WAITSFIELD, VT	TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.	$12,500
SHELBURNE FARMS SHELBURNE, VT	TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.	$10,000
HIGH FIVES FOUNDATION BRATTLEBORO, VT	TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.	$10,000
MUSIC FOR THE EARTH INC LITCHFIELD, CT	TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.	$10,000
CANCER RESEARCH INSTITUTE NEW YORK, NY	TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.	$10,000
UNQUOWA SCHOOL ASSN FAIRFIELD, CT	TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.	$10,000
THE NATURE CONSERVANCY VERMONT MONTPELIER, VT	TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.	$10,000
MAD RIVER VALLEY COMMUNITY FUND WAITSFIELD, VT	TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WINTHROP H SMITH JR	PRESIDENT/DIR	—	—
HEATHER SMITH	SECRETARY/DIR	—	—
CHRISTINA S DISABATO	TREASURER/DIR	—	—
CAMERON SMITH	DIRECTOR	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does The Winthrop H Smith Jr fund?

The foundation's grantmaking focuses on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Obesity Prevention • Marine Conservation • Cancer-related nonprofits • Community and School initiatives

How do I apply for a grant from The Winthrop H Smith Jr?

**Grant Amounts:** Typical awards range from $500 to $110,000. **Total Giving:** The foundation distributed $290,900 in grants based on recent IRS filings. **Recent Activity:** As of 2023, the foundation reported $228,000 in expenses against $161,000 in revenue.

Where does The Winthrop H Smith Jr make grants?

The foundation primarily directs its grantmaking toward organizations in: • Vermont • Massachusetts • Connecticut

What size grants does The Winthrop H Smith Jr award?

In 2024, The Winthrop H Smith Jr awarded 37 grants totaling $291K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is The Winthrop H Smith Jr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Winthrop H Smith Jr reported a distributable amount of $77K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.