Wilbur S Smith and Sally J Smith

CHARLESTON, SC EIN: 57-0916368

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

2states

Cities

CharlestonLancaster

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$93K$187K$280K$374K20202021202220232024
Metric202420232022
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

$0$25K$51K$76K$101K8 grants20208 grants202110 grants202211 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

GIBBES MUSEUM OF ART$20KPRESERVATION SOCIETY$12KGRACE EPISCOPAL CHURCH$4KSPOLETO SOCIETY$4KDRAYTON HALL$3KAIKEN RHETT HOUSE MUSEUM$3KHISTORIC CHARLESTON FOUN…$3KLANCASTER HISTORY$2KCHARLESTON FRIENDS OF TH…$1KCHARLESTON PARKS CONSERV…$1K

Grant Size Distribution

47 grants across all recorded years

46<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
AIKEN RHETT HOUSE MUSEUM CHARLESTON, SCPROPERTY MAINTENANCE$2,500
CHARLESTON FRIENDS OF THE LIBRARY CHARLESTON, SCSUMMER READING PROGRAM$1,000
CHARLESTON PARKS CONSERVATORY CHARLESTON, SCHORTICULTURAL PROGRAM$1,000
DRAYTON HALL CHARLESTON, SCEDUCATIONAL$3,000
GIBBES MUSEUM OF ART CHARLESTON, SCMAINTAIN ART WORK ON PUBLIC DISPLAY$20,100
GRACE EPISCOPAL CHURCH CHARLESTON, SCMISSIONARY SUPPORT$4,000
HISTORIC CHARLESTON FOUNDATION CHARLESTON, SCSOCIOECONOMIC ISSUES$2,500
LANCASTER HISTORY LANCASTER, PASTUDENT PROGRAMS$2,000
PRESERVATION SOCIETY CHARLESTON, SCEDUCATIONAL$12,325
SPOLETO SOCIETY CHARLESTON, SCART FESTIVAL$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SARAH J SMITHPRESIDENT0.5
WILLIAM F QUATTLEBAUMTREASURER0.5

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.

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