Wilbur S Smith and Stephanie E

CHARLESTON, SC EIN: 55-0798231

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

CharlestonFort MillsGreenwoodHagerstownJohns IslandMount PleasantSilver SpringSt James

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$87K$174K$261K$349K20202021202220232024
Metric202420232022
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

$0$14K$28K$41K$55K9 grants20208 grants20219 grants202211 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

MUSC FOUNDATION$5KSAINT JAMES SCHOOL$5KCOLLEGE OF CHARLESTON$5KBRIDGE BETWEN ANIMAL RES…$3KGIBBES MUSEUM OF ART$2KPRESERVATION SOCIETY OF …$2KCHARLESTON DAY SCHOOL$2KALMOST HOME FELINE REFUG…$1K

Grant Size Distribution

45 grants across all recorded years

45<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
STEPHANIE E SMITH-PHILLIPSDIRECTOR0.5
JAMES H PHILLIPSDIRECTOR0.5
WILLIAM F QUATTLEBAUMDIRECTOR0.5

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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