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· Private foundation

Don McQueen Smith 1963 Charitable Trust Advisory Committee Sucessor Co-Trustee

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$177k
Granted FY2025still arriving
4
Grants FY2025still arriving
3
States reached
$57k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Philanthropy$514kHealth$133kAnimals$119kYouth Development$98kArts & Culture$66kReligion$65kPublic Safety & Disaster$58kHuman Services$51kOther$0
02FY2025 · 4 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • $10k–50k3 grants · $120k
  • $50k–250k1 grant · $57k
$40,000
Median grant
3
States reached
$2.1M
Total assets
Largest grants
RecipientAmount
Individual grant recipient$57,000
DAVID AND DONNA SMITH CHARITABLE FUND$40,000
HOWARD SMITH CHARITABLE FUND$40,000
DALE SMITH CHARITABLE FUND$40,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $101k) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 23% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%THE HAVEN: $10k → 9%SOUTHEASTERN GUIDE DOGS INC: $10k → 10%AUTAUGA WESTERN ELMORE ARC: $23k → 12%DOGS INC: $10k → 10%SOUTHEASTERN GUIDE DOGS INC: $10k → 10%SOUTHEASTERN GUIDE DOGS INC: $10k → 10%SOUTHEASTERN GUIDE DOGS INC: $10k → 10%SOUTHEASTERN GUIDE DOGS INC: $7k → 10%SOUTHEASTERN GUIDE DOGS INC: $6k → 10%SOUTHEASTERN GUIDE DOGS INC: $5k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

89%of every dollar goes to organizations it has funded before.
$1.0M · 13 repeat orgs$123k to everyone else

13 repeat relationships: 4 still active in FY2025, 9 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

13
9

Total granted

$1.0M
$123k

Median revenue growth · since first grant

+41%
+49%

Still filing today

46%
33%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Human ServicesEducationCrime & LegalArts & CulturePublic Safety & DisasterAnimalsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • SG
    Southeastern Guide Dogs Inc
    8× · 2017–2024 · $68k · revenue +146%
  • TH
    THE HOLOCAUST MUSEUM & EDUCATION CENTER OF SOUTHWEST FLORIDA INC
    8× · 2017–2024 · $61k · revenue +168%
  • AC
    Animal Compassion Project Inc
    8× · 2017–2024 · $59k · revenue +41%

Funded once

  • OR
    OPTHAMOLOGY RESEARCH FOUNDATION UM BASCOM PALMER EYE INSTITUTE
    one grant, 2018 · $40k
  • AE
    AUTAUGAWESTERN ELMORE ARC
    one grant, 2022 · $23k · revenue +3%
  • Community Haven For Adults And Children With Disabilities Incgraduated
    one grant, 2019 · $10k · revenue +49%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Saving Saluda Strays
Animals
2
Jacksonville Humane Society Inc

The jacksonville humane society provides care, comfort and compassion to animals in need while engaging the hearts, hands and minds of our community to bring about an end to the killing of abandoned and orphaned shelter animals.

Animals
3
South Florida Beagle Rescue Inc

beagle rescue

Animals
4
Lowry Park Zoological Society of Tampa Inc

The mission of the Lowry Park Zoological Society of Tampa a/k/a ZooTampa at Lowry Park, is to rescue, rehabilitate and care for animals.(Expanded mission on Schedule O)ZooTampa creates exceptional personalized experiences that connect…

Animals
5
Florida Pointer Rescue Inc

Rescue pointer dogs and treat back to health and f

Animals
6
Clinic for the Rehabilitation of Wildlife Inc

The clinic for the rehabilitation of wildlife is a teaching hospital and visitor center dedicated to the saving of wildlife through state-of-the-art veterinary care, research, education, and conservation medicine.

Animals
7
Florida Animal Protection Foundation
Animals
8
Forever Wild Wildlife Rescue
Animals
9
Saving Paws Rescue of Florida Inc

To assist in the medical care, misc care and rehoming of animals that do not have a home

Animals
10
Wise Tails - a Senior Dog Sanctuary
—
11
Pom and the Hound Animal Refuge

Animal Welfare

—
12
Tears

Shelter and care for homeless animals

Animals
How this is measured
The grantee most central to the portfolio’s shape is Southeastern Guide Dogs Inc; the most unlike its peers is Southwest Florida K-9 Search Unit. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

10 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 10 of the 22 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
9/10
Grantees still filing
8/10
Grew since first funded

Where the money sits, by cause and then by grantee

DALE SMITH CHARITABLE FUND: $358,000 · OtherDALE SMITH CHARITABLE FUNDIndividual grant recipient: $98,000 · OtherIndividual grant recipientHOWARD SMITH CHARITABLE FUND: $78,000 · OtherHOWARD SMITH CHARITABLE FUNDDAVID AND DONNA SMITH CHARITABLE FUND: $78,000 · OtherDAVID AND DONNA SMITH CHARITABLE FUNDMISSION TO THE WORLD: $55,000 · OtherMISSION TO THE WORLDBASCOM PALMER EYE INSTITUTE: $55,000 · OtherBASCOM PALMER EYE INSTITUTEOPTHAMOLOGY RESEARCH FOUNDATION UM BASCOM PALMER EYE INSTITUTE: $40,000 · OtherTHE CONSERVANCY OF SOUTHWEST FLORIDA: $30,000 · Other+5 more: $40,000 · OtherSoutheastern Guide Dogs Inc: $68,000 · Human ServicesSoutheast…AUTAUGAWESTERN ELMORE ARC: $23,000 · Human ServicesAUTAUGAWE…Community Haven For Adults And Children With Disabilities Inc: $10,000 · Human ServicesCommunity…Animal Compassion Project Inc: $58,500 · EducationSamford University: $10,000 · EducationTHE HOLOCAUST MUSEUM & EDUCATION CENTER OF SOUTHWEST FLORIDA INC: $60,500 · Arts & CultureSOUTHWEST FLORIDA K-9 SEARCH UNIT: $48,000 · Public Safety & DisasterEVERYDAY BLESSINGS INC: $41,000 · Crime & LegalSHY WOLF SANCTUARY EDUCATION AND EXPERIENCE CENTER INC: $2,000 · Animals
Other$832,000Human Services$101,000Education$68,500Arts & Culture$60,500Public Safety & Disaster$48,000Crime & Legal$41,000Animals$2,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSoutheastern Guide Dogs Inc: $68,000 over 8y, 0.1% of budgetTHE HOLOCAUST MUSEUM & EDUCATION CENTER OF SOUTHWEST FLORIDA INC: $60,500 over 8y, 1.4% of budgetAnimal Compassion Project Inc: $58,500 over 8y, 12% of budgetEVERYDAY BLESSINGS INC: $41,000 over 5y, 0.7% of budgetTHE CONSERVANCY OF SOUTHWEST FLORIDA: $30,000 over 6y, 0.1% of budgetAUTAUGAWESTERN ELMORE ARC: $23,000 over 1y, 0.6% of budgetCommunity Haven For Adults And Children With Disabilities Inc: $10,000 over 1y, 0.2% of budgetSamford University: $10,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Southeastern Guide Dogs Inc ↗
  • Who funds THE HOLOCAUST MUSEUM & EDUCATION CENTER OF SOUTHWEST FLORIDA INC ↗
  • Who funds Animal Compassion Project Inc ↗
  • Who funds SOUTHWEST FLORIDA K-9 SEARCH UNIT ↗
  • Who funds EVERYDAY BLESSINGS INC ↗
  • Who funds THE CONSERVANCY OF SOUTHWEST FLORIDA ↗
  • Who funds AUTAUGAWESTERN ELMORE ARC ↗
  • Who funds Community Haven For Adults And Children With Disabilities Inc ↗
  • Who funds Samford University ↗
  • Who funds SHY WOLF SANCTUARY EDUCATION AND EXPERIENCE CENTER INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Fidelity Investments Charitable Gift FundMA4.4× affinity5 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Don McQueen Smith 1963 Charitable Trust Advisory Committee Sucessor Co-Trustee funds: left to right is the share of its income from government, bottom to top the share from Don McQueen Smith 1963 Charitable Trust Advisory Committee Sucessor Co-Trustee. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%1%4%8%15%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →median 0%
  • Southeastern Guide Dogs Inc: 0% of income from government
  • Everyday Blessings Inc: 0% of income from government
no gov moneyreceives it· size = income
2get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–5%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 22 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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