The Margaret Dunn Smith Family | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Margaret Dunn Smith Family. Data shown is extracted from Form 990-PF filings.

EIN: 20-2642871

Foundation Overview

Based in Morris, CT, The Margaret Dunn Smith Family has awarded 63 grants totaling $550,075 to organizations in Connecticut, California and 4 other states across the US. Individual grants range from $25 to $50,000, with a median award of $850.

Latest Tax Year
2023
Total Giving (all years)
$550,075
Total Assets
$1,269,971
Median Grant (all grants)
$850

Latest Form 990-PF Snapshot

Total Grants
5
Median Grant
$3,500
% Median Grant Growth
+250% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 40%

2 of 5 recipients (40%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Connecticut

60% of grants are awarded in Connecticut, with additional funding distributed across 5 other locations. The foundation balances regional focus with broader geographic diversity. Within Connecticut, funding concentrates in Fairfield (18%), Waterbury (16%), Madison (13%).

Funding Trajectory
-27%

Declining funding trend with 27% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Margaret Dunn Smith Family's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
High Fives Foundation $750 Truckee, CA, US To Promote The Organization's Exempt Purpose 2023
The Unquowa School $3,500 Fairfield, CT, US To Promote The Organization's Exempt Purpose 2023
Wheaton College $50,000 Norton, MA, US To Promote The Organization's Exempt Purpose 2023
Madison Emergency Medical Services $250 Madison, CT, US To Promote The Organization's Exempt Purpose 2023
Hartford Bishops' Foundation $10,000 Bloomfield, CT, US To Promote The Organization's Exempt Purpose 2023
Connecticut Food Bank $500 Wallingford, CT, US To Promote The Organization's Exempt Purpose 2022
High Fives Foundation $1,000 Truckee, CA, US To Promote The Organization's Exempt Purpose 2022
Kids Empowered By Your Support Inc $500 Bridgeport, CT, US To Promote The Organization's Exempt Purpose 2022
Madison Hose Co #1 $250 Madison, CT, US To Promote The Organization's Exempt Purpose 2022
The Unquowa School $3,000 Fairfield, CT, US To Promote The Organization's Exempt Purpose 2022
Wheaton College $40,000 Norton, MA, US To Promote The Organization's Exempt Purpose 2022
Warren Volunteer Fire Department $2,500 Warren, CT, US To Promote The Organization's Exempt Purpose 2022
Connecticut Food Bank $500 Wallingford, CT, US To Promote The Organization's Exempt Purpose 2022
High Fives Foundation $1,000 Truckee, CA, US To Promote The Organization's Exempt Purpose 2022
Kids Empowered By Your Support Inc $500 Bridgeport, CT, US To Promote The Organization's Exempt Purpose 2022
Madison Hose Co #1 $250 Madison, CT, US To Promote The Organization's Exempt Purpose 2022
The Unquowa School $3,000 Fairfield, CT, US To Promote The Organization's Exempt Purpose 2022
Wheaton College $40,000 Norton, MA, US To Promote The Organization's Exempt Purpose 2022
Warren Volunteer Fire Department $2,500 Warren, CT, US To Promote The Organization's Exempt Purpose 2022
Connecticut Food Bank $500 Wallingford, CT, US To Promote The Organization's Exempt Purpose 2022
High Fives Foundation $1,000 Truckee, CA, US To Promote The Organization's Exempt Purpose 2022
Kids Empowered By Your Support Inc $500 Bridgeport, CT, US To Promote The Organization's Exempt Purpose 2022
Madison Hose Co #1 $250 Madison, CT, US To Promote The Organization's Exempt Purpose 2022
The Unquowa School $3,000 Fairfield, CT, US To Promote The Organization's Exempt Purpose 2022
Wheaton College $40,000 Norton, MA, US To Promote The Organization's Exempt Purpose 2022
Warren Volunteer Fire Department $2,500 Warren, CT, US To Promote The Organization's Exempt Purpose 2022
High Fives Foundation $750 Truckee, CA, US To Promote The Organization's Exempt Purpose 2021
Morris Land Trust $250 Boonton, NJ, US To Promote The Organization's Exempt Purpose 2021
The Unquowa School $2,500 Fairfield, CT, US To Promote The Organization's Exempt Purpose 2021
Wheaton College $45,000 Norton, MA, US To Promote The Organization's Exempt Purpose 2021
Connecticut Food Bank $500 Wallingford, CT, US To Promote The Organization's Exempt Purpose 2021
The Connecticut Invention Convention Inc $200 Hartford, CT, US To Promote The Organization's Exempt Purpose 2021
Kids Empowered By Your Support Inc $500 Bridgeport, CT, US To Promote The Organization's Exempt Purpose 2021
Wheels For Warmth $25 Middlesex, VT, US To Promote The Organization's Exempt Purpose 2021
Madison Hose Co #1 $250 Madison, CT, US To Promote The Organization's Exempt Purpose 2021
Greenwich Teen Center $2,500 Greenwich, CT, US To Promote The Organization's Exempt Purpose 2020
High Fives Foundation $500 Truckee, CA, US To Promote The Organization's Exempt Purpose 2020
Waterbury Regional Chamber $500 Waterbury, CT, US To Promote The Organization's Exempt Purpose 2020
Waterside School $5,000 Stamford, CT, US To Promote The Organization's Exempt Purpose 2020
Wheaton College $40,000 Norton, MA, US To Promote The Organization's Exempt Purpose 2020
Nextstep Fitness $750 Lawndale, CA, US To Promote The Organization's Exempt Purpose 2020
The Unquowa School $3,500 Fairfield, CT, US To Promote The Organization's Exempt Purpose 2020
High Fives Foundation $500 Truckee, CA, US To Promote The Organization's Exempt Purpose 2019
Litchfield Aid Of Cjr $2,500 Litchfield, CT, US To Promote The Organization's Exempt Purpose 2019
Morris Land Trust $250 Boonton, NJ, US To Promote The Organization's Exempt Purpose 2019
Waterbury Regional Chamber $500 Waterbury, CT, US To Promote The Organization's Exempt Purpose 2019
Wheaton College $47,500 Norton, MA, US To Promote The Organization's Exempt Purpose 2019
The White Memorial Conservation Center $1,000 Litchfieldc, CT, US To Promote The Organization's Exempt Purpose 2019
Greenwich Teen Center $2,500 Greenwich, CT, US To Promote The Organization's Exempt Purpose 2018
High Fives Foundation $500 Truckee, CA, US To Promote The Organization's Exempt Purpose 2018
Waterbury Regional Chamber $500 Waterbury, CT, US To Promote The Organization's Exempt Purpose 2018
Wheaton College $45,000 Norton, MA, US To Promote The Organization's Exempt Purpose 2018
Waterside School $2,500 Stamford, CT, US To Promote The Organization's Exempt Purpose 2018
Horizons Shu $2,000 Fairfield, CT, US To Promote The Organization's Exempt Purpose 2018
High Fives Foundation $400 Truckee, CA, US To Promote The Organization's Exempt Purpose 2017
Waterbury Regional Chamber $500 Waterbury, CT, US To Promote The Organization's Exempt Purpose 2017
Wheaton College $45,000 Norton, MA, US To Promote The Organization's Exempt Purpose 2017
Chase Collegiate School $41,500 Waterbury, CT, US To Promote The Organization's Exempt Purpose 2016
Greater Waterbury Chamber Of Commerce $500 Waterbury, CT, US To Promote The Organization's Exempt Purpose 2016
Greenwich Teen Center $850 Greenwich, CT, US To Promote The Organization's Exempt Purpose 2016
High Fives Foundation $350 Truckee, CA, US To Promote The Organization's Exempt Purpose 2016
Morris Land Trust $250 Boonton, NJ, US To Promote The Organization's Exempt Purpose 2016
Wheaton College $45,000 Wheaton, IL, US To Promote The Organization's Exempt Purpose 2016

Foundations Similar to The Margaret Dunn Smith Family

Discover 5 foundations with comparable assets ($1,245,071-$1,317,416), similar grant patterns, and geographic focus in CT that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 06-1495830 | 203 grants awarded
$1,283,456
(≈ Similar)
$1,000
median grant
Bridgeport, CT
Same state
99%
Excellent match

EIN: 06-1564001 | 288 grants awarded
$1,250,803
(≈ Similar)
$750
median grant
West Hartford, CT
Same state
99%
Excellent match

EIN: 06-6301506 | 465 grants awarded
$1,245,071
(≈ Similar)
$1,000
median grant
Westport, CT
Same state
99%
Excellent match

EIN: 06-1002402 | 536 grants awarded
$1,304,163
(≈ Similar)
$1,000
median grant
Hamden, CT
Same state
99%
Excellent match

EIN: 56-2301018 | 319 grants awarded
$1,317,416
(≈ Similar)
$1,000
median grant
Wethersfield, CT
Same state
98%
Excellent match

Contact Information

Official contact details for The Margaret Dunn Smith Family as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 20-2642871
Website N/A
Address 155-A ALAIN WHITE RD Morris, CT 06763-1426

Key People (5)

Board members, trustees, and key staff who oversee The Margaret Dunn Smith Family's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Margaret Dunn Smith
Treasurer Christina S Disabato
Secretary Winthrop H Smith Iii
Asst Treasurer Cameron W Smith
Asst Secretary Heather S Smith

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Margaret Dunn Smith Family is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.