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Wilbur S Smith And Margaret P Smith Foundation Inc

  • Hodges, SC
  • Tax-exempt since Feb. 2004
  • EIN: 35-2188372

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 not tax deductible.

Summary charts: organization finances over time

Revenue
$131k (2024)

Expenses
$60.6k (2024)

Total Assets
$1.31M (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
$130,620
Expenses
$60,622
Net Income
$69,998
Net Assets
$1,310,554
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $407
0.3%
Dividends $28,059
21.5%
Sales of Assets $101,568
77.8%
Other Income $586
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,000
85.8%
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 $1,310,554
Total Liabilities $0
Net Assets $1,310,554
Compensation
Key Employees and Officers Compensation Other
Stephanie E Smith Phillips (Director) $0 $0
Sarah J Smith (Director) $0 $0
Paul Bartolomeo (Trustee) $0 $0
William F Quattlebaum (Trustee) $0 $0
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Document Links

990-PF
Filed on Dec. 23, 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
$351,479
Expenses
$58,058
Net Income
$293,421
Net Assets
$1,240,556
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $551
0.2%
Dividends $24,170
6.9%
Sales of Assets $22,904
6.5%
Other Income $303,854
86.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $46,000
79.2%
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 $1,240,556
Total Liabilities $0
Net Assets $1,240,556
Compensation
Key Employees and Officers Compensation Other
Stephanie E Smith Phillips (Director) $0 $0
Sarah J Smith (Director) $0 $0
Paul Bartolomeo (Trustee) $0 $0
William F Quattlebaum (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 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
$55,385
Expenses
$40,700
Net Income
$14,685
Net Assets
$947,135
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $167
0.3%
Dividends $20,362
36.8%
Sales of Assets $30,959
55.9%
Other Income $3,897
7.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,000
93.4%
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 $947,135
Total Liabilities $0
Net Assets $947,135
Compensation
Key Employees and Officers Compensation Other
Stephanie E Smith Phillips (Director) $0 $0
Sarah J Smith (Director) $0 $0
Paul Bartolomeo (Trustee) $0 $0
William F Quattlebaum (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 16, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$132,614
Expenses
$73,262
Net Income
$59,352
Net Assets
$920,904
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $30,034
22.6%
Sales of Assets $99,523
75.0%
Other Income $3,054
2.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,000
81.9%
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 $920,904
Total Liabilities $0
Net Assets $920,904
Compensation
Key Employees and Officers Compensation Other
Stephanie E Smith Phillips (Director) $0 $0
Sarah J Smith (Director) $0 $0
Paul Bartolomeo (Trustee) $0 $0
William F Quattlebaum (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$71,253
Expenses
$76,322
Net Income
-$5,069
Net Assets
$862,241
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $32
0.0%
Dividends $50,313
70.6%
Sales of Assets $17,387
24.4%
Other Income $3,521
4.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,000
82.5%
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 $862,242
Total Liabilities $1
Net Assets $862,241
Compensation
Key Employees and Officers Compensation Other
Stephanie E Smith Phillips (Director) $0 $0
Sarah J Smith (Director) $0 $0
Paul Bartolomeo (Trustee) $0 $0
William F Quattlebaum (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 11, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$65,795
Expenses
$72,809
Net Income
-$7,014
Net Assets
$864,658
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $287
0.4%
Dividends $20,159
30.6%
Sales of Assets $41,997
63.8%
Other Income $3,352
5.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,000
86.5%
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 $864,659
Total Liabilities $1
Net Assets $864,658
Compensation
Key Employees and Officers Compensation Other
Stephanie E Smith Phillips (Director) $0 $0
Sarah J Smith (Director) $0 $0
Paul Bartolomeo (Trustee) $0 $0
William F Quattlebaum (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 11, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,366
Expenses
$52,504
Net Income
-$4,138
Net Assets
$875,516
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $19,503
40.3%
Sales of Assets $26,325
54.4%
Other Income $2,536
5.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,000
76.2%
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 $875,516
Total Liabilities $0
Net Assets $875,516
Compensation
Key Employees and Officers Compensation Other
Stephanie E Smith Phillips (Director) $0 $0
Sarah J Smith (Director) $0 $0
Paul Bartolomeo (Trustee) $0 $0
William F Quattlebaum (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 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
$79,631
Expenses
$49,361
Net Income
$30,270
Net Assets
$879,654
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $18,002
22.6%
Sales of Assets $62,656
78.7%
Other Income -$1,028
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,000
81.0%
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 $879,654
Total Liabilities $0
Net Assets $879,654
Compensation
Key Employees and Officers Compensation Other
Stephanie E Smith Phillips (Director) $0 $0
Sarah J Smith (Director) $0 $0
Paul Bartolomeo (Trustee) $0 $0
William F Quattlebaum (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 15, 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
$25,170
Expenses
$59,335
Net Income
-$34,165
Net Assets
$849,384
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $17,869
71.0%
Sales of Assets $3,154
12.5%
Other Income $4,146
16.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,000
84.3%
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 $849,384
Total Liabilities $0
Net Assets $849,384
Compensation
Key Employees and Officers Compensation Other
Stephanie E Smith Phillips (Director) $0 $0
Sarah J Smith (Director) $0 $0
Paul Bartolomeo (Trustee) $0 $0
William F Quattlebaum (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 2, 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
-$10,056
Expenses
$61,084
Net Income
-$71,140
Net Assets
$883,549
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
Dividends $17,727
Sales of Assets -$27,798
Other Income $12
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,000
81.9%
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 $883,549
Total Liabilities $0
Net Assets $883,549
Compensation
Key Employees and Officers Compensation Other
Stephanie E Smith Phillips (Director) $0 $0
Sarah J Smith (Director) $0 $0
Paul Bartolomeo (Trustee) $0 $0
William F Quattlebaum (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 9, 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
$94,670
Expenses
$50,205
Net Income
$44,465
Net Assets
$954,689
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.0%
Dividends $20,999
22.2%
Sales of Assets $72,742
76.8%
Other Income $924
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,000
77.7%
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 $954,689
Total Liabilities $0
Net Assets $954,689
Compensation
Key Employees and Officers Compensation Other
Stephanie E Smith Phillips (Director) $0 $0
Sarah J Smith (Director) $0 $0
Paul Bartolomeo (Trustee) $0 $0
William F Quattlebaum (Trustee) $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
$77,888
Expenses
$59,362
Net Income
$18,526
Net Assets
$911,101
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.0%
Dividends $20,607
26.5%
Sales of Assets $55,437
71.2%
Other Income $1,839
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,000
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 $911,101
Total Liabilities $0
Net Assets $911,101
Compensation
Key Employees and Officers Compensation Other
Stephanie E Smith Phillips (Director) $0 $0
Sarah J Smith (Director) $0 $0
Paul Bartolomeo (Trustee) $0 $0
William F Quattlebaum (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 14, 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
$35,254
Expenses
$53,945
Net Income
-$18,691
Net Assets
$889,434
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9
0.0%
Dividends $32,576
92.4%
Sales of Assets $0
Other Income $2,981
8.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,000
92.7%
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 $889,435
Total Liabilities $1
Net Assets $889,434

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
$15,486
Expenses
$79,889
Net Income
-$64,403
Net Assets
$908,125
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $29
0.2%
Dividends $19,274
> 100%
Sales of Assets $0
Other Income $4,328
27.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $74,000
92.6%
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 $908,126
Total Liabilities $1
Net Assets $908,125

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

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
PDF (2 of 2)

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
PDF (2 of 2)

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

Fiscal Year Ending Dec.
2004

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.
2003

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.
2002

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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