Don M Smith-diane Wendland Trust Fbo

MONTGOMERY, AL EIN: 63-6046292

Don M Smith-diane Wendland Trust Fbo is a private foundation, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $416K in total assets. In 2024, it awarded 1 grants totaling $21K. Net investment income was $24K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$416K

+0.3% YoY

Annual Giving

$21K

+0.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$21K

+0.5% YoY

Under IRS private-foundation payout rules, Don M Smith-diane Wendland Trust Fbo reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.

About Don M Smith-diane Wendland Trust Fbo

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $103K (100%)

States

Alabama

Cities

Auburn University

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$416,174	$414,782	$428,193
Revenue	$24,876	$9,888	$14,556
Expenses	$23,484	$23,299	$23,497
Qualifying Distributions	$21,288	$21,188	$20,215
Net Investment Income	$24,165	$11,789	$12,599
Distributable Amount	$22,891	$21,300	$21,134

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Alabama 4-h Club Foundation ($21,288).

Recipient	Purpose	Amount
ALABAMA 4-H CLUB FOUNDATION AUBURN UNIVERSITY, AL	EDUCATIONAL	$21,288

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
REGIONS BANK TRUST DEPARTMENT	TRUSTEE	1	$711

Frequently Asked Questions

How large is Don M Smith-diane Wendland Trust Fbo?

As of 2024, Don M Smith-diane Wendland Trust Fbo holds $416K in total assets with $25K in annual revenue. It awarded 1 grants totaling $21K in 2024.

Where does Don M Smith-diane Wendland Trust Fbo operate?

Don M Smith-diane Wendland Trust Fbo has awarded grants in Alabama.

What size grants does Don M Smith-diane Wendland Trust Fbo award?

In 2024, Don M Smith-diane Wendland Trust Fbo awarded 1 grants totaling $21K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is Don M Smith-diane Wendland Trust Fbo required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Don M Smith-diane Wendland Trust Fbo reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Don M Smith-diane Wendland Trust Fbo's EIN?

Don M Smith-diane Wendland Trust Fbo's EIN (Employer Identification Number) is 63-6046292. IRS Form 990 filing data is available on this page for 2020–2024.