Wilbur S Smith and Stephanie E
Wilbur S Smith and Stephanie E is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLESTON, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 8 grants totaling $23K. Net investment income was $48K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
+2.7% YoY
Annual Giving
$23K
-58.2% YoY
Grant Count
8
-27.3% YoY
Avg Grant Size
$3K
-42.5% YoY
Under IRS private-foundation payout rules, Wilbur S Smith and Stephanie E reported a distributable amount of $59K for 2024 — the minimum it must pay out in qualifying distributions.
About Wilbur S Smith and Stephanie E
Based on IRS filings
Wilbur S Smith and Stephanie E is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLESTON, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 8 grants totaling $23K. Net investment income was $48K.
Focus Areas
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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 | $1,026,454 | $999,782 | $747,854 |
| Revenue | $57,179 | $316,870 | $23,754 |
| Expenses | $30,920 | $64,942 | $57,640 |
| Qualifying Distributions | $18,000 | $55,000 | $50,000 |
| Net Investment Income | $47,784 | $307,182 | $16,794 |
| Distributable Amount | $59,377 | $42,106 | $33,823 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Musc Foundation ($5,000), Saint James School ($5,000), College of Charleston ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| GIBBES MUSEUM OF ART CHARLESTON, SC | GENERAL FUND FOR CHARITY'S MISSION | $1,500 |
| PRESERVATION SOCIETY OF CHARLESTON CHARLESTON, SC | GENERAL FUND FOR CHARITY'S MISSION | $1,500 |
| MUSC FOUNDATION CHARLESTON, SC | GENERAL FUND FOR CHARITY'S MISSION | $5,000 |
| SAINT JAMES SCHOOL HAGERSTOWN, MD | GENERAL FUND FOR CHARITY'S MISSION | $5,000 |
| COLLEGE OF CHARLESTON CHARLESTON, SC | GENERAL FUND FOR CHARITY'S MISSION | $5,000 |
| CHARLESTON DAY SCHOOL CHARLESTON, SC | GENERAL FUND FOR CHARITY'S MISSION | $1,500 |
| BRIDGE BETWEN ANIMAL RESCUE FORT MILLS, SC | GENERAL FUND FOR CHARITY'S MISSION | $2,500 |
| ALMOST HOME FELINE REFUGE INC MOUNT PLEASANT, SC | GENERAL FUND FOR CHARITY'S MISSION | $1,000 |
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 | 0.5 | — |
| JAMES H PHILLIPS | DIRECTOR | 0.5 | — |
| WILLIAM F QUATTLEBAUM | DIRECTOR | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Wilbur S Smith and Stephanie E?
Wilbur S Smith and Stephanie E is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLESTON, SC. It holds $1.0M in total assets as of 2024.
How large is Wilbur S Smith and Stephanie E?
As of 2024, Wilbur S Smith and Stephanie E holds $1.0M in total assets with $57K in annual revenue. It awarded 8 grants totaling $23K in 2024.
Where does Wilbur S Smith and Stephanie E operate?
Wilbur S Smith and Stephanie E has awarded grants in Maryland, South Carolina.
What size grants does Wilbur S Smith and Stephanie E award?
In 2024, Wilbur S Smith and Stephanie E awarded 8 grants totaling $23K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Wilbur S Smith and Stephanie E required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Wilbur S Smith and Stephanie E reported a distributable amount of $59K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wilbur S Smith and Stephanie E's EIN?
Wilbur S Smith and Stephanie E's EIN (Employer Identification Number) is 55-0798231. 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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