Wilbur S Smith and Stephanie E
Wilbur S Smith and Stephanie E is a private foundation, 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.
Wilbur S Smith and Stephanie E at a glance
In short: Wilbur S Smith and Stephanie E gave $23K across 8 grants in 2024 (avg $3K), mostly in South Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $23,000
- -58.2% vs 2023
- Grants made (2024)
- 8
- -27.3% vs 2023
- Average grant
- $2,875
- -42.5% vs 2023
- Median grant
- $2,000
- Total assets
- $1,026,454
- +2.7% vs 2023
- Primary geography
- South Carolina (78% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Wilbur S Smith and Stephanie E funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was Musc Foundation ($5K). Together the top 8 received $23K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 45 grants of 45 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
States
Cities
How Wilbur S Smith and Stephanie E gives
- Giving fell 54% from 2021 to 2024. Method
- In 2024 it paid out 30% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $23K (2024) to $55K (2023). In 2024 it made 8 grants totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| Bridge Betwen Animal Rescue Fort Mills, SC | General Fund for Charity's Mission | $2,500 |
| 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 |
| Charleston Day School Charleston, SC | General Fund for Charity's Mission | $1,500 |
| Almost Home Feline Refuge Inc Mount Pleasant, SC | General Fund for Charity's Mission | $1,000 |
Ready to take the next step with Wilbur S Smith and Stephanie E?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,026,454 | $57,179 | $30,920 | $23,000 | 8 | $18,000 | $47,784 | $59,377 |
| 2023 | $999,782 | $316,870 | $64,942 | $55,000 | 11 | $55,000 | $307,182 | $42,106 |
| 2022 | $747,854 | $23,754 | $57,640 | $50,000 | 9 | $50,000 | $16,794 | $33,823 |
| 2021 | $781,740 | $56,603 | $59,958 | $50,000 | 8 | $50,000 | $47,245 | $48,101 |
| 2020 | $785,218 | $75,132 | $61,328 | $51,000 | 9 | — | $64,804 | $43,973 |
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.
Leadership & Key People
Officers and directors from IRS filings
Wilbur S Smith and Stephanie E's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
James H. Phillips
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Stephanie E. Smith-Phillips
Director
On filings since 2020
0.5 hrs/week
No compensation reported
William F. Quattlebaum
Director
On filings since 2020
0.5 hrs/week
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 Stephanie E
How much does Wilbur S Smith and Stephanie E give each year?
Wilbur S Smith and Stephanie E gave $23K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $55K across 11 grants.
What is Wilbur S Smith and Stephanie E's typical grant size?
Wilbur S Smith and Stephanie E's median grant in 2024 was $2,000, and its average grant was $2,875, across 8 grants on its 2024 IRS Form 990-PF.
Where does Wilbur S Smith and Stephanie E give grants?
Wilbur S Smith and Stephanie E gives mostly in South Carolina: 78% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Maryland (22%). The most frequent recipient cities were Charleston, SC (5 grants).
Does Wilbur S Smith and Stephanie E give general operating support?
Yes: 100% of Wilbur S Smith and Stephanie E's 2024 grants with a stated purpose (8 of 8) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Wilbur S Smith and Stephanie E's largest grantees?
Wilbur S Smith and Stephanie E's largest 2024 grantees include Musc Foundation ($5,000), Saint James School ($5,000) and College of Charleston ($5,000), according to its 2024 IRS Form 990-PF. Together they received 65% of its itemized 2024 grant dollars.
How large is Wilbur S Smith and Stephanie E?
Wilbur S Smith and Stephanie E reported $1.0M in total assets on its 2024 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $59K (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 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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Wilbur S Smith and Stephanie E funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Wilbur S Smith and Stephanie E's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Guffey Family Foundation
Pennington, NJ
The Guffey Family Foundation’s 2024 grants supported educational institutions, a museum, and organizations serving children and communities, with most funding going to South Carolina and Texas. Grants ranged from $1,000 to $1,321,450, with a median of $10,000. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$7.3M
Grants
51
Total Given
$5.0M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
The Dewberry Foundation Inc
Atlanta, GA
Assets
$4K
Grants
4
Total Given
$46K
The Elliot and Eleanor Foundation
Kiawah Island, SC
Assets
$7.4M
Grants
8
Total Given
$441K
Richard and Susan Leadem Family
Charleston, SC
Assets
$81K
Grants
9
Total Given
$31K
Joseph J Schott Foundation
Mount Pleasant, SC
The Joseph J Schott Foundation focuses on racial justice in K–12 education, supporting grassroots organizations and parent- and youth-led initiatives, with giving concentrated in the Northeast, South, and West. In 2024, grants ranged from $1,000 to $115,000, with a median of $5,000. It accepts grant requests addressed to trustee William Dunne Saal and does not limit giving to preselected organizations.
Assets
$9.1M
Grants
56
Total Given
$502K
More similar funders
More Funders in South Carolina
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Wilbur S Smith and Stephanie E'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.
Wilbur S Smith and Stephanie E down — hundreds of funders to go?