Private foundation (trust)EIN 202642871Est. 2005-06
THE MARGARET DUNN SMITH FAMILY
MORRIS, CT 06763
Total Assets
$1.3M
FY 2023
Annual Giving
$65K
FY 2023
Grants Made
5
FY 2023
Avg Grant
$13K
FY 2023
Grant Range
$250–$50K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$80K
Total Expenses
$74K
Qualifying Distributions
$65K
Distributable Amount
$58K
Min. Investment Return
$59K
Undistributed Income
$332
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
5 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
6 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
40 grants
Grant Size Distribution
40 grants
Geographic Focus
5 states
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