Wilbur S Smith and Margaret
Wilbur S Smith and Margaret is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HODGES, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 21 grants totaling $52K. Net investment income was $126K.
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.
About Wilbur S Smith and Margaret
Based on IRS filings
Wilbur S Smith and Margaret is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HODGES, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 21 grants totaling $52K. Net investment income was $126K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
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
88 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Humane Society of Greenwood ($6,000), Gallager' Heroes Fallen Officer's F ($4,000), Community Initiatives of Greenwood ($4,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALLIANCE DEFENDING FREEDOM SCOTTSDALE, AZ | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| ALMOST HOME FELINE REFUGE INC MOUNT PLEASANT, SC | GENERAL FUND FOR CHARITY'S MISSION | $3,500 |
| CONGAREE RIVERKEEPER COLUMBIA, SC | GENERAL FUND FOR CHARITY'S MISSION | $2,500 |
| FOOD BANK OF GREENWOOD COUNTY GREENWOOD, SC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| GALLAGER' HEROES FALLEN OFFICER'S F NEW YORK, NY | GENERAL FUND FOR CHARITY'S MISSION | $4,000 |
| GREATER GREENWOOD UNITED MINISTRY GREENWOOD, SC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
| 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 |
| HUMANE SOCIETY OF GREENWOOD GREENWOOD, SC | GENERAL FUND FOR CHARITY'S MISSION | $6,000 |
| PAWS ANIMAL WILDLIFE SANCTUARY WATERLOO, SC | GENERAL FUND FOR CHARITY'S MISSION | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHANIE E SMITH-PHILLIPS | DIRECTOR | — | — |
| SARAH J SMITH | DIRECTOR | — | — |
| PAUL BARTOLOMEO | TRUSTEE | — | — |
| WILLIAM F QUATTLEBAUM | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Wilbur S Smith and Margaret?
Wilbur S Smith and Margaret is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HODGES, SC. It holds $1.3M in total assets as of 2024.
How large is Wilbur S Smith and Margaret?
As of 2024, Wilbur S Smith and Margaret holds $1.3M in total assets with $131K in annual revenue. It awarded 21 grants totaling $52K in 2024.
Where does Wilbur S Smith and Margaret operate?
Wilbur S Smith and Margaret has awarded grants in Arizona, California, Illinois, Minnesota, North Carolina, New York, South Carolina, Virginia.
What size grants does Wilbur S Smith and Margaret award?
In 2024, Wilbur S Smith and Margaret awarded 21 grants totaling $52K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Wilbur S Smith and Margaret required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Wilbur S Smith and Margaret reported a distributable amount of $75K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.