Wilbur S Smith and Margaret
WILBUR S SMITH AND MARGARET is a private foundation based in Hodges, South Carolina. It reported making 21 grants totaling $52,000 in 2024, supporting charitable organizations that include groups serving animals, people experiencing homelessness, people facing hunger, veterans, and local arts and community needs.
Key facts about Wilbur S Smith and Margaret
In short: Wilbur S Smith and Margaret gave $52K across 21 grants in 2024 (avg $2K), mostly in South Carolina. 43% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 35-2188372
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $52,000
- Grants made (2024)
- 21
- Average grant
- $2,476
- Median grant
- $2,000
- New grantees (estimate)
- 43% first-time grantees (9 of 21, 2024)
- Total assets
- $1,310,554
- Primary geography
- South Carolina (61% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+5.6% YoY
Annual Giving
$52K
+13.0% YoY
Grant Count
21
+31.3% YoY
Avg Grant Size
$2K
-13.9% YoY
Under IRS private-foundation payout rules, Wilbur S Smith and Margaret reported a distributable amount of $75K for 2024 — the minimum it must pay out in qualifying distributions.
Is Wilbur S Smith and Margaret open to new grantees?
43%
first-time grantees, 2024
In 2024, 9 of 21 grantees (43%) were first-time recipients. First grants averaged $2K; repeat grants $3K. How we count
Medians: $2K first-time, $2K repeat.
- 57% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−13%). Method
- In 2024 it paid out 69% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s own mission is not stated in the available information. Its 2024 grants included organizations whose missions, as described by those organizations, involve animal care and adoption, assistance for people experiencing homelessness, hunger relief, community ministry, military family support, and community theater. Other recipients included organizations focused on fallen officers, environmental conservation, and advocacy.
For example, the Humane Society of Greenwood describes its work as providing sanctuary and adoption opportunities for animals and promoting responsible pet ownership. Greenwood Pathway House says it helps people experiencing homelessness move toward physical, financial, and social stability. The Food Bank of Greenwood County describes its mission as reducing hunger through community cooperation and food distribution. These are the grantees’ descriptions of their own missions.
Grantmaking
In 2024, the foundation made 21 grants totaling $52,000. Grants ranged from $1,000 to $6,000, with a median grant of $2,000. The largest listed grants were $6,000 to Humane Society of Greenwood and $4,000 each to Gallager' Heroes Fallen Officer's F and Community Initiatives of Greenwood. Other notable grants included $3,500 to Almost Home Feline Refuge; $3,000 each to Greenwood Pathway House, Home for Heroes, and The Heart of LCAC; and $2,500 to Congaree Riverkeeper.
How to Apply
or required materials are specified.
Ready to take the next step with Wilbur S Smith and Margaret?
Geographic Focus
Where this funder awards grants
The foundation is based in Hodges, South Carolina. In 2024, 61% of grant dollars went to recipients in South Carolina, 12% to New York, 8% to California, 6% to Minnesota, and 4% to Arizona.
Grant Distribution by State
Share of all 21 itemized 2024 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $38K (2022) to $63K (2020). In 2024 it made 21 grants totaling $52K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Humane Society of Greenwood ($6K). Together the top 10 received $33K.
Grant Size Distribution
88 grants across all recorded years
The most common grant size was under $50K: 88 grants of 88 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Humane Society of Greenwood Greenwood, SC | General Fund for Charity's Mission | $6,000 |
| Gallager' Heroes Fallen Officer's F New York, NY | General Fund for Charity's Mission | $4,000 |
| Community Initiatives of Greenwood Greenwood, SC | General Fund for Charity's Mission | $4,000 |
| Almost Home Feline Refuge Inc Mount Pleasant, SC | General Fund for Charity's Mission | $3,500 |
| Greenwood Pathway House Greenwood, SC | General Fund for Charity's Mission | $3,000 |
| Home for Heroes Minneapolis, MN | General Fund for Charity's Mission | $3,000 |
| The Heart of Lcac Laurens, SC | General Fund for Charity's Mission | $3,000 |
| Congaree Riverkeeper Columbia, SC | General Fund for Charity's Mission | $2,500 |
| Alliance Defending Freedom Scottsdale, AZ | General Fund for Charity's Mission | $2,000 |
| Food Bank of Greenwood County Greenwood, SC | General Fund for Charity's Mission | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $1,310,554 | $130,620 | $60,622 | $52,000 (21 grants) |
| 2023 | $1,240,556 | $351,479 | $58,058 | $46,000 (16 grants) |
| 2022 | $947,135 | $55,385 | $40,700 | $38,000 (16 grants) |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,310,554 | $1,240,556 | $947,135 |
| Revenue | $130,620 | $351,479 | $55,385 |
| Expenses | $60,622 | $58,058 | $40,700 |
| Qualifying Distributions | $52,000 | $46,000 | $38,000 |
| Net Investment Income | $125,757 | $341,171 | $52,685 |
| Distributable Amount | $74,985 | $52,773 | $52,510 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Stephanie E Smith-Phillips and Sarah J Smith as directors, and Paul Bartolomeo and William F Quattlebaum as trustees.
Wilbur S Smith and Margaret's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Paul Bartolomeo
Trustee
On filings since 2020
No compensation reported
Sarah J. Smith
Director
On filings since 2020
No compensation reported
Stephanie E. Smith-Phillips
Director
On filings since 2020
No compensation reported
William F. Quattlebaum
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: PO Box 401, Hodges, SC 29653
Phone: (864) 992-8037
Frequently asked questions about Wilbur S Smith and Margaret
How much does Wilbur S Smith and Margaret give each year?
Wilbur S Smith and Margaret gave $52K across 21 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $46K across 16 grants.
What is Wilbur S Smith and Margaret's typical grant size?
Wilbur S Smith and Margaret's median grant in 2024 was $2,000, and its average grant was $2,476, across 21 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Wilbur S Smith and Margaret that year got $2K on average.
Where does Wilbur S Smith and Margaret give grants?
Wilbur S Smith and Margaret gives mostly in South Carolina: 61% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New York (12%) and California (8%). The most frequent recipient cities were Greenwood, SC (8 grants).
Does Wilbur S Smith and Margaret give general operating support?
Yes: 100% of Wilbur S Smith and Margaret's 2024 grants with a stated purpose (21 of 21) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Wilbur S Smith and Margaret's largest grantees?
Wilbur S Smith and Margaret's largest 2024 grantees include Humane Society of Greenwood ($6,000), Gallager' Heroes Fallen Officer's F ($4,000) and Community Initiatives of Greenwood ($4,000), according to its 2024 IRS Form 990-PF. Together they received 27% of its itemized 2024 grant dollars.
How large is Wilbur S Smith and Margaret?
Wilbur S Smith and Margaret reported $1.3M in total assets on its 2024 IRS Form 990-PF. It paid out $52K in qualifying distributions that year, against a required minimum of $75K (roughly 5% of its investment assets).
What does Wilbur S Smith and Margaret fund?
The foundation’s own mission is not stated in the available information. See mission & focus areas ↑
How do I apply for a grant from Wilbur S Smith and Margaret?
The foundation does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Wilbur S Smith and Margaret's EIN?
Wilbur S Smith and Margaret's EIN (Employer Identification Number) is 35-2188372. IRS Form 990 filing data is available on this page for 2020–2024.
Does Wilbur S Smith and Margaret accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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