Smith Winchell Est Tr FY2024 filing

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501(c)(3) charity; gifts are tax-deductible.
$102K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: 990-PF Part VIII

Before you give

FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $307K a year · 33% of revenue · last 6 filings
A surplus in 3 of the last 6 filings.
990-PF Pt I · 6 filings
Pay to officers and key staff
$102K
to officers and key staff · 17% of spending
Pay to officers and key staff is 17% of spending.
990-PF Part VIII
4.0 mo
of spending, in cash
4.0 months of spending in cash.
990-PF Pt II · Ln 1–2 · Pt I · Ln 26
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
990-PF Pt II · Ln 23
Revenue
$1.2M
+313% vs prior year
Spent
$600K
Net assets
$11.9M
By yearFY2020–FY2025
Revenue
$1.2M
FY2024▲ +313%
Tap a bar for its year
Revenue by fiscal year
FY2020$607K
FY2021$2.5M
FY2022−$300K
FY2023$283K
FY2024$1.2M
FY2025$1.4M
Expenses
$600K
FY2024▲ +12%
Tap a bar for its year
Expenses by fiscal year
FY2020$653K
FY2021$697K
FY2022$677K
FY2023$534K
FY2024$600K
FY2025$656K
Net assets
$11.9M
FY2024▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$10.7M
FY2021$12.6M
FY2022$11.6M
FY2023$11.3M
FY2024$11.9M
FY2025$12.6M

From the FY2024 Form 990 · see the original

You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2018.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 78% · $466K Operating & administrative 22% · $133K

Form 990-PF Part I, lines 24–26. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990-PF; $102K paid to officers and key staff (990-PF Part VIII).

990-PF Part VIII · reportable compensation
$102,004990-PF Pt VIII

Compensation history total reportable pay by year · 1 named individual · 990-PF Part VIII

NameFY2025FY2024FY2021
Bank of America$108,959$102,004$94,482

Total reportable compensation (Form 990-PF Part VIII column (c) / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Smith Winchell Est Tr executive salaries →

Programs and updates

A private foundation based in Dallas, TX.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 8 grants · $511K · 2025–2025
Village for Families & ChildrenFY2025$111,771
The Lambs Foundation INCFY2025$91,486
Ccmc -Connecticut Children's Medical CtrFY2025$79,026
Hartford HospitalFY2025$67,062
The Authors League FundFY2025$44,708
The Actors Fund of AmericaFY2025$44,708
Trinity CollegeFY2025$44,708
Hartford Foundation for Public GivingFY2025$27,914

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$64K
Median grantPart XV$67K
Largest grantPart XV$112K

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$1.2M
Investment income$1.2M
Money out
$600K
Grants paid$466K
Running costs$133K
Owns and owes
$11.9M
net assets
Cash and savings$201K
Total assets$11.9M
Liabilities$0
People
1
listed
Paid1
2In more detail
Revenue in detail
Investment income$1.2M
Total revenue$1.2M
Assets in detailEnd of year
Cash and savings together$201K
Total assets$11.9M
Liabilities$0
Net assets$11.9M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Apr 30, 2026 $1.4M$656K$701K$12.6M 990 PDF
FY2024 ViewingFiled with the IRS Nov 3, 2025 $1.2M$600K$569K$11.9M 990 PDF
FY2023Filed with the IRS Aug 30, 2024 $283K$534K−$251K$11.3M 990 PDF
FY2022Filed with the IRS Apr 11, 2023 −$300K$677K−$978K$11.6M 990 PDF
FY2021Filed with the IRS Aug 1, 2022 $2.5M$697K$1.8M$12.6M 990 PDF
FY2020Filed with the IRS Apr 22, 2021 $607K$653K−$46K$10.7M 990 PDF

Schedules filed Part IV

G · Fundraising L · Interested persons R · Related orgs

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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