Funder DirectorySMITH WINCHELL EST TR
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Private foundation (trust)EIN 066029676Est. 2018-08

SMITH WINCHELL EST TR

DALLAS, TX 752653067

Total Assets

$13.9M

FY 2024

Annual Giving

$466K

FY 2024

Grants Made

8

FY 2024

Avg Grant

$58K

FY 2024

Grant Range

$37K–$112K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.2M

Total Expenses

$600K

Qualifying Distributions

$508K

Distributable Amount

$652K

Min. Investment Return

$667K

Undistributed Income

$473K

Payout rate 78%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.78%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

8 grants

Grant sizes from minimum $37K through median $48K to maximum $112K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2019 to 2024. Peak $583K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

48 grants

VILLAGE FOR FAMILIES & CHILDREN
$739K
6 grants
HARTFORD HOSPITAL
$443K
6 grants
THE ACTORS FUND OF AMERICA
$299K
6 grants
CCMC -CONNECTICUT CHILDREN'S MEDICAL CTR
$296K
4 grants
TRINITY COLLEGE
$296K
6 grants
HARTFORD FOUNDATION FOR PUBLIC GIVING
$227K
4 grants
THE AUTHORS LEAGUE FUND
$195K
4 grants
CONNECTICUT CHILDRENS MED CTR
$148K
2 grants

Grant Size Distribution

48 grants

<$10K
$10–50K
18
grants
$50–250K
30
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Connecticut
$2.2M
75% of total
New York
$729K
25% of total

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SMITH WINCHELL EST TR — Grants, Financials & Contact | Grantivo