Wilbur S Smith and Sally J Smith
Wilbur S Smith and Sally J Smith is a private foundation, based in CHARLESTON, 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 10 grants totaling $52K. Net investment income was $83K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+1.7% YoY
Annual Giving
$52K
-48.1% YoY
Grant Count
10
-9.1% YoY
Avg Grant Size
$5K
-42.9% YoY
Under IRS private-foundation payout rules, Wilbur S Smith and Sally J Smith reported a distributable amount of $68K for 2024 — the minimum it must pay out in qualifying distributions.
About Wilbur S Smith and Sally J Smith
Based on IRS filings
Wilbur S Smith and Sally J Smith is a private foundation, based in CHARLESTON, 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 10 grants totaling $52K. Net investment income was $83K.
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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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,289,966 | $1,267,889 | $1,044,134 |
| Revenue | $99,133 | $339,754 | $60,956 |
| Expenses | $72,010 | $115,999 | $62,133 |
| Qualifying Distributions | $52,425 | $101,000 | $49,100 |
| Net Investment Income | $82,984 | $325,755 | $48,240 |
| Distributable Amount | $67,640 | $52,451 | $53,204 |
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
47 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Gibbes Museum of Art ($20,100), Preservation Society ($12,325), Grace Episcopal Church ($4,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AIKEN RHETT HOUSE MUSEUM CHARLESTON, SC | PROPERTY MAINTENANCE | $2,500 |
| CHARLESTON FRIENDS OF THE LIBRARY CHARLESTON, SC | SUMMER READING PROGRAM | $1,000 |
| CHARLESTON PARKS CONSERVATORY CHARLESTON, SC | HORTICULTURAL PROGRAM | $1,000 |
| DRAYTON HALL CHARLESTON, SC | EDUCATIONAL | $3,000 |
| GIBBES MUSEUM OF ART CHARLESTON, SC | MAINTAIN ART WORK ON PUBLIC DISPLAY | $20,100 |
| GRACE EPISCOPAL CHURCH CHARLESTON, SC | MISSIONARY SUPPORT | $4,000 |
| HISTORIC CHARLESTON FOUNDATION CHARLESTON, SC | SOCIOECONOMIC ISSUES | $2,500 |
| LANCASTER HISTORY LANCASTER, PA | STUDENT PROGRAMS | $2,000 |
| PRESERVATION SOCIETY CHARLESTON, SC | EDUCATIONAL | $12,325 |
| SPOLETO SOCIETY CHARLESTON, SC | ART FESTIVAL | $4,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SARAH J SMITH | PRESIDENT | 0.5 | — |
| WILLIAM F QUATTLEBAUM | TREASURER | 0.5 | — |
Frequently Asked Questions
How large is Wilbur S Smith and Sally J Smith?
As of 2024, Wilbur S Smith and Sally J Smith holds $1.3M in total assets with $99K in annual revenue. It awarded 10 grants totaling $52K in 2024.
Where does Wilbur S Smith and Sally J Smith operate?
Wilbur S Smith and Sally J Smith has awarded grants in Pennsylvania, South Carolina.
What size grants does Wilbur S Smith and Sally J Smith award?
In 2024, Wilbur S Smith and Sally J Smith awarded 10 grants totaling $52K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Wilbur S Smith and Sally J Smith required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Wilbur S Smith and Sally J Smith reported a distributable amount of $68K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wilbur S Smith and Sally J Smith's EIN?
Wilbur S Smith and Sally J Smith's EIN (Employer Identification Number) is 57-0916368. 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.