Clara B & W Aubrey Smith Charitable Foundation
The Clara B & W Aubrey Smith Charitable Foundation is a private foundation based in Dallas, Texas. Its stated purpose is to support quality education, health care, and human services programming for underserved populations, with special consideration for organizations serving Grayson County, Texas.
Key facts about Clara B & W Aubrey Smith Charitable Foundation
In short: Clara B & W Aubrey Smith Charitable Foundation gave $932K across 23 grants in 2026 (avg $41K), mostly in Texas. 13% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- EIN
- 75-6314114
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $932,000
- Grants made (2026)
- 23
- Average grant
- $40,522
- Median grant
- $25,000
- New grantees (estimate)
- 13% first-time grantees (3 of 23, 2026; small sample)
- Total assets
- $21,324,138
- Primary geography
- Texas (97% of itemized 2026 grant dollars)
- How to apply
- The foundation does not restrict giving to preselected organizations. Full details ↓
- Deadline
- None stated on the 2025 filing.
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$21.3M
+15.1% YoY
Annual Giving
$932K
+3.0% YoY
Grant Count
23
+4.5% YoY
Avg Grant Size
$41K
-1.4% YoY
Under IRS private-foundation payout rules, Clara B & W Aubrey Smith Charitable Foundation reported a distributable amount of $1.2M for 2026 — the minimum it must pay out in qualifying distributions.
Is Clara B & W Aubrey Smith Charitable Foundation open to new grantees?
13%
first-time grantees, 2026
In 2026, 3 of 23 grantees (13%) were first-time recipients. With only 23 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $52K; repeat grants $39K. How we count
Medians: $30K first-time, $25K repeat.
- 52% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (−7%). Method
- In 2026 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation was established to support and promote quality education, health care, and human services programming for underserved populations. Its 2025 filing describes eligible purposes as religious, charitable, educational, scientific, and literary, in Grayson County and surrounding areas, and also mentions increasing physicians’ and surgeons’ knowledge in Grayson County through lectures.
Its 2026 grantees illustrate a range of supported work. Texoma Family Shelter describes its mission as feeding and housing homeless families and helping them with counseling, job interviews, government-assistance forms, and rent and utility assistance. Denison ISD Education Foundation says it supports administrators, student scholarships, innovative teaching grants, and student recognition. CASA of Grayson County describes its work as training and equipping the community to protect children, empower families, and advocate for children involved in the child welfare system. These are grantees’ stated missions, not the foundation’s.
Grantmaking
In filing year 2026, the foundation reported 23 grants totaling $932,000. Grant amounts ranged from $5,000 to $170,000, with a median of $25,000. Its largest awards included $170,000 to Meals on Wheels of Texoma, $100,000 each to Denison Arts Council and Child & Family Guidance Center of Texoma, and $75,000 to Texoma Family Shelter. Other notable awards included $50,000 each to Grayson County Children’s Advocacy Center and Boys & Girls Club of Sherman, and $40,000 each to Masterkey Ministries of Grayson County and Denison ISD Education Foundation. The listed 2026 grants were designated for unrestricted general purposes.
Review Cycle
None stated on the 2025 filing.
How to Apply
The foundation does not restrict giving to preselected organizations. Its 2025 filing says to contact Kelly Garlock at Bank of America, submit materials in letter format, and notes restrictions to religious, charitable, educational, scientific, and literary purposes in Grayson County, Texas, and surrounding areas, including a focus on increasing physicians’ and surgeons’ knowledge through lectures.
Open Grants
1 open opportunity from Clara B & W Aubrey Smith Charitable Foundation
Ready to take the next step with Clara B & W Aubrey Smith Charitable Foundation?
Geographic Focus
Where this funder awards grants
The foundation’s 2025 filing identifies Grayson County, Texas, and surrounding areas as its geographic focus. In 2026, 97% of grant dollars went to recipients in Texas and 3% to a recipient in Maryland.
Grant Distribution by State
Share of 2026 grant dollars across all 23 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $785K (2021) to $1.1M (2024). In 2026 it made 23 grants totaling $932K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Meals on Wheels of Texoma ($170K). Together the top 10 received $690K.
Grant Size Distribution
117 grants across all recorded years
The most common grant size was under $50K: 85 grants of 117 (73%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Meals on Wheels of Texoma Sherman, TX | Unrestricted General | $170,000 |
| Denison Arts Council Denison, TX | Unrestricted General | $100,000 |
| Child & Family Guidance Center of Texoma Sherman, TX | Unrestricted General | $100,000 |
| Texoma Family Shelter Denison, TX | Unrestricted General | $75,000 |
| Grayson County Children's Advocacy Ctr Sherman, TX | Unrestricted General | $50,000 |
| Boys & Girls Club of Sherman Inc Sherman, TX | Unrestricted General | $50,000 |
| Masterkey Ministries of Grayson County Sherman, TX | Unrestricted General | $40,000 |
| Denison ISD Education Foundation Denison, TX | Unrestricted General | $40,000 |
| Family Promise of Grayson County Inc Sherman, TX | Unrestricted General | $35,000 |
| Barnabas Center Food Pantry Denison, TX | Unrestricted General | $30,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2026 | $21,324,138 | $2,947,695 | $1,195,568 | $932,000 |
| 2025 | $18,529,774 | $1,719,525 | $1,137,717 | $904,500 |
| 2024 | $18,154,329 | $691,673 | $1,243,267 | $1,056,000 |
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $21,324,138 | $18,529,774 | $18,154,329 |
| Revenue | $2,947,695 | $1,719,525 | $691,673 |
| Expenses | $1,195,568 | $1,137,717 | $1,243,267 |
| Qualifying Distributions | $1,005,735 | $972,986 | $1,118,951 |
| Net Investment Income | $2,805,713 | $1,568,235 | $541,250 |
| Distributable Amount | $1,202,911 | $1,097,658 | $1,019,891 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 25, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America is listed as trustee on the 2026 filing.
Clara B & W Aubrey Smith Charitable Foundation's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$165K (2022) → $181K (2026)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $181K, to Bank of America (Trustee).
Contact
Application contact: Kelly Garlock - Bank Of America N
Mailing address: PO Box 830241, Dallas, TX 75283-0241
Phone: (214) 209-1965
Frequently asked questions about Clara B & W Aubrey Smith Charitable Foundation
How much does Clara B & W Aubrey Smith Charitable Foundation give each year?
Clara B & W Aubrey Smith Charitable Foundation gave $932K across 23 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $905K across 22 grants.
What is Clara B & W Aubrey Smith Charitable Foundation's typical grant size?
Clara B & W Aubrey Smith Charitable Foundation's median grant in 2026 was $25,000, and its average grant was $40,522, across 23 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Clara B & W Aubrey Smith Charitable Foundation that year got $52K on average.
Where does Clara B & W Aubrey Smith Charitable Foundation give grants?
Clara B & W Aubrey Smith Charitable Foundation gives mostly in Texas: 97% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Sherman, TX (11 grants) and Denison, TX (9 grants).
Does Clara B & W Aubrey Smith Charitable Foundation give general operating support?
Yes: 100% of Clara B & W Aubrey Smith Charitable Foundation's 2026 grants with a stated purpose (23 of 23) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Clara B & W Aubrey Smith Charitable Foundation's largest grantees?
Clara B & W Aubrey Smith Charitable Foundation's largest 2026 grantees include Meals on Wheels of Texoma ($170,000), Denison Arts Council ($100,000) and Child & Family Guidance Center of Texoma ($100,000), according to its 2026 IRS Form 990-PF. Together they received 40% of its itemized 2026 grant dollars.
How large is Clara B & W Aubrey Smith Charitable Foundation?
Clara B & W Aubrey Smith Charitable Foundation reported $21.3M in total assets on its 2026 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $1.2M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Clara B & W Aubrey Smith Charitable Foundation fund?
The foundation was established to support and promote quality education, health care, and human services programming for underserved populations. See mission & focus areas ↑
How do I apply for a grant from Clara B & W Aubrey Smith Charitable Foundation?
The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Clara B & W Aubrey Smith Charitable Foundation's EIN?
Clara B & W Aubrey Smith Charitable Foundation's EIN (Employer Identification Number) is 75-6314114. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Here's the math on researching Clara B & W Aubrey Smith Charitable Foundation by hand.
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