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
37
+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.
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
States
Cities
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
| 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
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.
What is The Winthrop H Smith Jr's EIN?
The Winthrop H Smith Jr's EIN (Employer Identification Number) is 20-2642648. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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