The Winthrop H Smith Memorial is a private foundation focused on Human Services, based in CHARLOTTE, NC. IRS filing data is available for 2020. In 2020, it awarded 1 grants totaling $2.4M.
Financial Overview
From 2020 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$2.4M
Grant Count
1
Avg Grant Size
$2.4M
Under IRS private-foundation payout rules, The Winthrop H Smith Memorial reported a distributable amount of $63K for 2020 — the minimum it must pay out in qualifying distributions.
About The Winthrop H Smith Memorial
Based on IRS filings
The Winthrop H Smith Memorial is a private foundation focused on Human Services, based in CHARLOTTE, NC. IRS filing data is available for 2020. In 2020, it awarded 1 grants totaling $2.4M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2020 |
|---|---|
| Total Assets | — |
| Revenue | $-135,085 |
| Expenses | $2,476,832 |
| Qualifying Distributions | — |
| Net Investment Income | — |
| Distributable Amount | $62,912 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2020
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2020 grants, the largest include Foundation for the Carolinas ($2,436,701).
| Recipient | Purpose | Amount |
|---|---|---|
| Foundation for the Carolinas Charlotte, NC | Bank of America Legacy Employee Relief Fund #1 (Fund ID# 2476) | $2,436,701 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2020 IRS filing
From 2020 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Erika M Ross | President & Trustee | 3 | — |
| Akilah L Weaver | Secretary & Trustee | 1 | — |
| Lynn Rogers | Treasurer & Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Winthrop H Smith Memorial?
The Winthrop H Smith Memorial is a nonprofit organization focused on Human Services, based in CHARLOTTE, NC. It holds — in total assets as of 2020.
Where does The Winthrop H Smith Memorial operate?
The Winthrop H Smith Memorial has awarded grants in North Carolina.
What size grants does The Winthrop H Smith Memorial award?
In 2020, The Winthrop H Smith Memorial awarded 1 grants totaling $2.4M — an average of about $2.4M per grant, based on its IRS Form 990 filings.
How much is The Winthrop H Smith Memorial required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2020, The Winthrop H Smith Memorial reported a distributable amount of $63K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Winthrop H Smith Memorial's EIN?
The Winthrop H Smith Memorial's EIN (Employer Identification Number) is 13-6160365. IRS Form 990 filing data is available on this page for 2020.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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