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Margaret Dunn Smith Family Foundation Inc

  • Morris, CT
  • Tax-exempt since June 2005
  • EIN: 20-2642871

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$97.8k (2024)

Expenses
$63.8k (2024)

Total Assets
$983k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$97,775
Expenses
$63,843
Net Income
$33,932
Net Assets
$983,082
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $63,481
64.9%
Sales of Assets $34,294
35.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,550
82.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $983,082
Total Liabilities $0
Net Assets $983,082
Compensation
Key Employees and Officers Compensation Other
Margaret Dunn Smith (President) $0 $0
Christina S Disabato (Treasurer) $0 $0
Winthrop H Smith Iii (Secretary) $0 $0
Cameron W Smith (Asst Treasurer) $0 $0
Heather S Smith (Asst Secretary) $0 $0
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Document Links

990-PF
Filed on May 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$79,523
Expenses
$74,461
Net Income
$5,062
Net Assets
$949,150
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $51,867
65.2%
Sales of Assets $27,656
34.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $64,500
86.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $949,150
Total Liabilities $0
Net Assets $949,150
Compensation
Key Employees and Officers Compensation Other
Margaret Dunn Smith (President) $0 $0
Christina S Disabato (Treasurer) $0 $0
Winthrop H Smith Iii (Secretary) $0 $0
Cameron W Smith (Asst Treasurer) $0 $0
Heather S Smith (Asst Secretary) $0 $0
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Document Links

990-PF
Filed on May 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$91,093
Expenses
$59,170
Net Income
$31,923
Net Assets
$944,088
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $52,644
57.8%
Sales of Assets $38,449
42.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,750
80.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $944,088
Total Liabilities $0
Net Assets $944,088
Compensation
Key Employees and Officers Compensation Other
Margaret Dunn Smith (President) $0 $0
Christina S Disabato (Treasurer) $0 $0
Winthrop H Smith Iii (Secretary) $0 $0
Cameron W Smith (Asst Treasurer) $0 $0
Heather S Smith (Asst Secretary) $0 $0
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Document Links

990-PF
Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$75,442
Expenses
$61,822
Net Income
$13,620
Net Assets
$912,165
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,396
44.3%
Sales of Assets $42,046
55.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,975
80.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $912,165
Total Liabilities $0
Net Assets $912,165
Compensation
Key Employees and Officers Compensation Other
Margaret Dunn Smith (President) $0 $0
Christina S Disabato (Treasurer) $0 $0
Winthrop H Smith Iii (Secretary) $0 $0
Cameron W Smith (Asst Treasurer) $0 $0
Heather S Smith (Asst Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,056
Expenses
$63,884
Net Income
$5,172
Net Assets
$898,544
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,207
42.3%
Sales of Assets $39,849
57.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,750
82.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $898,545
Total Liabilities $1
Net Assets $898,544
Compensation
Key Employees and Officers Compensation Other
Margaret Dunn Smith (President) $0 $0
Christina S Disabato (Treasurer) $0 $0
Winthrop H Smith Iii (Secretary) $0 $0
Cameron W Smith (Asst Treasurer) $0 $0
Heather S Smith (Asst Secretary) $0 $0
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Document Links

990-PF
Filed on July 21, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,357
Expenses
$65,170
Net Income
-$8,813
Net Assets
$893,372
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $357
0.6%
Interest Revenue $117
0.2%
Dividends $31,051
55.1%
Sales of Assets $24,832
44.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,250
80.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $893,373
Total Liabilities $1
Net Assets $893,372
Compensation
Key Employees and Officers Compensation Other
Margaret Dunn Smith (President) $0 $0
Christina S Disabato (Treasurer) $0 $0
Winthrop H Smith Iii (Secretary) $0 $0
Cameron W Smith (Asst Treasurer) $0 $0
Heather S Smith (Asst Secretary) $0 $0
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Document Links

990-PF
Filed on Sept. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,991
Expenses
$64,353
Net Income
-$38,362
Net Assets
$902,186
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $74
0.3%
Dividends $36,567
> 100%
Sales of Assets -$10,650
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,000
82.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $902,186
Total Liabilities $0
Net Assets $902,186
Compensation
Key Employees and Officers Compensation Other
Margaret Dunn Smith (President) $0 $0
Christina S Disabato (Treasurer) $0 $0
Winthrop H Smith Iii (Secretary) $0 $0
Cameron W Smith (Asst Treasurer) $0 $0
Heather S Smith (Asst Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 1, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$64,096
Expenses
$55,470
Net Income
$8,626
Net Assets
$940,548
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,895
4.5%
Interest Revenue $1,240
1.9%
Dividends $26,324
41.1%
Sales of Assets $33,637
52.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,900
82.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $940,548
Total Liabilities $0
Net Assets $940,548
Compensation
Key Employees and Officers Compensation Other
Margaret Dunn Smith (President) $0 $0
Christina S Disabato (Treasurer) $0 $0
Winthrop H Smith Iii (Secretary) $0 $0
Cameron W Smith (Asst Treasurer) $0 $0
Heather S Smith (Asst Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,365
Expenses
$99,461
Net Income
-$67,096
Net Assets
$931,922
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,393
7.4%
Dividends $26,091
80.6%
Sales of Assets $3,881
12.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $88,450
88.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $931,922
Total Liabilities $0
Net Assets $931,922
Compensation
Key Employees and Officers Compensation Other
Margaret Dunn Smith (President) $0 $0
Christina S Disabato (Treasurer) $0 $0
Winthrop H Smith Iii (Secretary) $0 $0
Cameron W Smith (Asst Treasurer) $0 $0
Heather S Smith (Asst Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on July 6, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$85,410
Expenses
$108,020
Net Income
-$22,610
Net Assets
$999,018
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,915
5.8%
Dividends $33,049
38.7%
Sales of Assets $47,446
55.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $90,950
84.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $999,018
Total Liabilities $0
Net Assets $999,018
Compensation
Key Employees and Officers Compensation Other
Margaret Dunn Smith (President) $0 $0
Christina S Di Sabato (Treasurer) $0 $0
Winthrop H Smith Iii (Secretary) $0 $0
Cameron W Smith (Asst Treasurer) $0 $0
Heather S Smith (Asst Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$186,924
Expenses
$108,442
Net Income
$78,482
Net Assets
$1,021,628
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,143
3.8%
Dividends $32,770
17.5%
Sales of Assets $147,011
78.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $92,950
85.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,021,628
Total Liabilities $0
Net Assets $1,021,628
Compensation
Key Employees and Officers Compensation Other
Margaret Dunn Smith (President) $0 $0
Christina S Di Sabato (Treasurer) $0 $0
Winthrop H Smith Iii (Secretary) $0 $0
Cameron W Smith (Asst Treasurer) $0 $0
Heather S Smith (Asst Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$92,343
Expenses
$149,551
Net Income
-$57,208
Net Assets
$943,146
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8,271
9.0%
Dividends $50,121
54.3%
Sales of Assets $33,951
36.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $129,770
86.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $943,146
Total Liabilities $0
Net Assets $943,146
Compensation
Key Employees and Officers Compensation Other
Margaret Dunn Smith (President) $0 $0
Christina S Di Sabato (Treasurer) $0 $0
Winthrop H Smith Iii (Secretary) $0 $0
Cameron W Smith (Asst Treasurer) $0 $0
Heather S Smith (Asst Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on Dec. 9, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$124,789
Expenses
$161,267
Net Income
-$36,478
Net Assets
$1,000,353
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9,996
8.0%
Dividends $33,445
26.8%
Sales of Assets $81,348
65.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $148,924
92.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,000,354
Total Liabilities $1
Net Assets $1,000,353

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$106,926
Expenses
$169,168
Net Income
-$62,242
Net Assets
$1,036,832
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10,628
9.9%
Dividends $35,709
33.4%
Sales of Assets $60,589
56.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $153,720
90.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,036,832
Total Liabilities $0
Net Assets $1,036,832

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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