Wilbur S Smith and Margaret

Private foundation · Grantmaker Hodges, SC EIN: 35-2188372

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.

Wilbur S Smith and Margaret at a glance

In short: Wilbur S Smith and Margaret gave $52K across 21 grants in 2024 (avg $2K), mostly in South Carolina. 29% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$52,000
+13.0% vs 2023
Grants made (2024)
21
+31.3% vs 2023
Average grant
$2,476
-13.9% vs 2023
Median grant
$2,000
Total assets
$1,310,554
+5.6% vs 2023
New grantees (estimate)
29% first-time grantees (6 of 21, 2024; small sample)
Primary geography
South Carolina (61% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Wilbur S Smith and Margaret

Accepts unsolicited proposals
No
How to Apply

The foundation does not accept unsolicited requests. It states that it makes contributions only to preselected charitable organizations; no further application process or required materials are specified.

Contact

Mailing address: PO Box 401, Hodges, SC 29653
Phone: (864) 992-8037

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Wilbur S Smith and Margaret funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Humane Society of Greenwood: $6KHumane Society of Greenwood$6KGallager' Heroes Fallen Officer's F: $4KGallager' Heroes FallenOfficer's F$4KCommunity Initiatives of Greenwood: $4KCommunity Initiatives ofGreenwood$4KAlmost Home Feline Refuge Inc: $4KAlmost Home Feline Refuge Inc$4KGreenwood Pathway House: $3KGreenwood Pathway House$3KHome for Heroes: $3KHome for Heroes$3KThe Heart of Lcac: $3KThe Heart of Lcac$3KCongaree Riverkeeper: $3KCongaree Riverkeeper$3KAlliance Defending Freedom: $2KAlliance Defending Freedom$2KFood Bank of Greenwood County: $2KFood Bank of Greenwood County$2K

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

88<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 88 grants of 88 (100%).

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

8states

Share of 2024 grant dollars across all 21 itemized grants.

Cities

GreenwoodMinneapolisMount PleasantNew YorkShermanWaterlooChicagoColumbiaScottsdaleOceansideStaten IsalndBooneLaurensMerrifieldStaten IslandWestfieldYork

Is Wilbur S Smith and Margaret open to new grantees?

29%

first-time grantees, 2024

In 2024, 6 of 21 grantees (29%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $2K; repeat grants $3K. How we count

Medians: $2K first-time, $2K repeat.

  • 67% 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K19 grants2020 16 grants2021 16 grants2022 16 grants2023 21 grants2024

From 2020 to 2024, annual grant giving ranged from $38K (2022) to $63K (2020). In 2024 it made 21 grants totaling $52K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Humane Society of Greenwood Greenwood, SCGeneral Fund for Charity's Mission$6,000
Gallager' Heroes Fallen Officer's F New York, NYGeneral Fund for Charity's Mission$4,000
Community Initiatives of Greenwood Greenwood, SCGeneral Fund for Charity's Mission$4,000
Almost Home Feline Refuge Inc Mount Pleasant, SCGeneral Fund for Charity's Mission$3,500
Greenwood Pathway House Greenwood, SCGeneral Fund for Charity's Mission$3,000
Home for Heroes Minneapolis, MNGeneral Fund for Charity's Mission$3,000
The Heart of Lcac Laurens, SCGeneral Fund for Charity's Mission$3,000
Congaree Riverkeeper Columbia, SCGeneral Fund for Charity's Mission$2,500
Alliance Defending Freedom Scottsdale, AZGeneral Fund for Charity's Mission$2,000
Food Bank of Greenwood County Greenwood, SCGeneral Fund for Charity's Mission$2,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$1,310,554$130,620$60,622$52,00021$52,000$125,757$74,985
2023$1,240,556$351,479$58,058$46,00016$46,000$341,171$52,773
2022$947,135$55,385$40,700$38,00016$38,000$52,685$52,510
2021$920,904$132,614$73,262$60,00016$60,000$119,352$57,960
2020$862,242$71,253$76,322$63,00019—$57,931$51,549

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.

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

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.

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.

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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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Funders with grantees in common, and similar funders in South Carolina

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Davis Family Foundation Inc

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Philanthropy, Voluntarism & Grantmaking

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The Chicago Community Trust

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Central Carolina Community Foundation

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Central Carolina Community Foundation funds education, human services, health, arts and culture, community development, disaster relief, and related community initiatives through specific grant programs. Its 2025 grants had a median of $20,000, and it primarily serves 11 Midlands counties while also funding statewide and nationally. It accepts applications through its online portal during published grant periods for specific opportunities; some programs are invitation-only.

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Coastal Community Foundation of South Carolina Inc

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Coastal Community Foundation of South Carolina supports nonprofits and community initiatives in education, health, human services, the environment, arts, social justice, and community development across nine coastal South Carolina counties. Its 2024 itemized grants ranged from $5,057 to $2.3 million, with a median of $16,500; competitive programs accept applications through its online portal.

Philanthropy, Voluntarism & Grantmaking

Assets

$435.6M

Grants

459

Total Given

$26.0M

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Cite this profile

Grantable. (2026). Wilbur S Smith and Margaret funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/wilbur-s-smith-and-margaret-morg_b6a583806b2243f79746cce6df196b6d

BibTeX
@misc{grantable_352188372_2026,
  author       = {{Grantable}},
  title        = {{Wilbur S Smith and Margaret funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/wilbur-s-smith-and-margaret-morg_b6a583806b2243f79746cce6df196b6d},
  note         = {Accessed 2026-10-23. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Wilbur S Smith and Margaret's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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