Phyllis W Smith Pvt Fdn
EIN 597258080Total Given 2017–2024
$1.7M
24 grants · $206K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$69K
typical mid grants · $60K–$70K
grant size
100%
deep partner · 4/4 multi-year
repeat
$6.9M
Assets (2024)
4
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $226K | $5.7M | $144K | 4 |
| 2019 | $272K | $5.7M | $375K | 4 |
| 2020 | N/A | $6.2M | $358K | N/A |
| 2021 | $278K | $7.4M | $373K | 4 |
| 2022 | $355K | $5.9M | $1.1M | 4 |
| 2023 | $240K | $6.1M | $-43K | 4 |
| 2024 | $279K | $6.9M | $207K | 4 |
Grant Size Distribution
Based on 24 grants on record
Minimum
$57K
25th Pctl
$60K
Median
$69K
Average
$69K
75th Pctl
$70K
Maximum
$89K
Geographic Distribution
Officers & Directors
BA
Bank of America
3 yrs
Trustee
BA
Bank of America
3 yrs
Trustee
BA
Bank of America
3 yrs
Trustee
BA
Bank of America N a
4 yrs
Trustee
BA
Bank of America N a
4 yrs
Trustee
BA
Bank of America N a
4 yrs
Trustee
BA
Bank of America N a
4 yrs
Trustee
Grants Awarded (24 total)
| Purpose | ||||
|---|---|---|---|---|
| Mspca of Franklin County | Worcester, MA | $88,818 | UNRESTRICTED GENERAL | 2022 |
| Baystate Health | Springfield, MA | $88,818 | UNRESTRICTED GENERAL | 2022 |
| Holyoke Hospital | Holyoke, MA | $88,818 | UNRESTRICTED GENERAL | 2022 |
| Sycamores of S Hadley | South Hadley, MA | $88,818 | UNRESTRICTED GENERAL | 2022 |
| Mspca of Franklin County | Worcester, MA | $69,741 | UNRESTRICTED GENERAL | 2024 |
| Baystate Health | Springfield, MA | $69,741 | UNRESTRICTED GENERAL | 2024 |
| Holyoke Hospital | Holyoke, MA | $69,741 | UNRESTRICTED GENERAL | 2024 |
| Sycamores of S Hadley | South Hadley, MA | $69,741 | UNRESTRICTED GENERAL | 2024 |
| Holyoke Hospital | Holyoke, MA | $69,526 | UNRESTRICTED GENERAL | 2021 |
| Sycamores of S Hadley | South Hadley, MA | $69,526 | UNRESTRICTED GENERAL | 2021 |
| Mspca of Franklin County | Worcester, MA | $69,525 | UNRESTRICTED GENERAL | 2021 |
| Baystate Health | Springfield, MA | $69,525 | UNRESTRICTED GENERAL | 2021 |
| Mspca of Franklin County | Worcester, MA | $67,970 | UNRESTRICTED GENERAL | 2019 |
| Baystate Health | Springfield, MA | $67,970 | UNRESTRICTED GENERAL | 2019 |
| Holyoke Hospital | Holyoke, MA | $67,969 | UNRESTRICTED GENERAL | 2019 |
| Sycamores of S Hadley | South Hadley, MA | $67,969 | UNRESTRICTED GENERAL | 2019 |
| Mspca of Franklin County | Worcester, MA | $59,906 | UNRESTRICTED GENERAL | 2023 |
| Baystate Health | Springfield, MA | $59,906 | UNRESTRICTED GENERAL | 2023 |
| Holyoke Hospital | Holyoke, MA | $59,906 | UNRESTRICTED GENERAL | 2023 |
| Sycamores of S Hadley | South Hadley, MA | $59,906 | UNRESTRICTED GENERAL | 2023 |
| Mspca of Franklin County | Worcester, MA | $56,597 | UNRESTRICTED GENERAL | 2017 |
| Baystate Health | Springfield, MA | $56,597 | UNRESTRICTED GENERAL | 2017 |
| Holyoke Hospital | Holyoke, MA | $56,597 | UNRESTRICTED GENERAL | 2017 |
| Sycamores of S Hadley | South Hadley, MA | $56,597 | UNRESTRICTED GENERAL | 2017 |