Edgar G Smith Irrev Tr B

Private foundation · Grantmaker Dallas, TX EIN: 30-6223567

Edgar G Smith Irrev Tr B is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $297K in total assets. In 2026, it awarded 3 grants totaling $14K. Net investment income was $38K.

Key facts about Edgar G Smith Irrev Tr B

In short: Edgar G Smith Irrev Tr B gave $14K across 3 grants in 2026 (avg $5K), mostly in Connecticut. Source: 2026 IRS Form 990-PF.

EIN
30-6223567
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$14,352
Grants made (2026)
3
Average grant
$4,784
Median grant
$4,784
Total assets
$297,166
Primary geography
Connecticut (100% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$297K

+10.4% YoY

Annual Giving

$14K

+13.1% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$5K

+13.1% YoY

Under IRS private-foundation payout rules, Edgar G Smith Irrev Tr B reported a distributable amount of $16K for 2026 — the minimum it must pay out in qualifying distributions.

How Edgar G Smith Irrev Tr B gives

  • Giving held roughly steady from 2023 to 2026 (+0%). Method
  • In 2026 it paid out 107% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2026 grant dollars across all 3 itemized grants.

States

Cities

MeridenWest Hartford

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025 3 grants2026

From 2020 to 2026, annual grant giving ranged from $11K (2024) to $15K (2022). In 2026 it made 3 grants totaling $14K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2026

First Baptist Church of Meriden: $5KFirst Baptist Church ofMeriden$5KAmerican Baptist Churches of CT: $5KAmerican Baptist Churches ofCT$5KConneticut Baptist Homes: $5KConneticut Baptist Homes$5K

The largest 2026 recipient was First Baptist Church of Meriden ($5K). Together the top 3 received $14K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
First Baptist Church of Meriden Meriden, CTUnrestricted General$4,784
American Baptist Churches of CT West Hartford, CTUnrestricted General$4,784
Conneticut Baptist Homes Meriden, CTUnrestricted General$4,784

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2020 2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$297,166$269,168$262,283
Revenue$42,734$25,809$9,710
Expenses$22,311$20,337$17,691
Qualifying Distributions$17,202$15,433$13,572
Net Investment Income$38,008$20,988$4,770
Distributable Amount$16,146$15,497$14,214

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS June 9, 2026)
  2. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Edgar G Smith Irrev Tr B's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).

Officers on the 2026 filing

  • Bank Of America

    Trustee

    On filings since 2020

    1 hr/week

    $2K (2020) → $6K (2026)

Data from IRS Form 990 filings, 2020–2026. "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

Bank of America — Trustee: $6KBank of AmericaTrustee$6K

The highest reported compensation on the 2026 filing was $6K, to Bank of America (Trustee).

Frequently asked questions about Edgar G Smith Irrev Tr B

How much does Edgar G Smith Irrev Tr B give each year?

Edgar G Smith Irrev Tr B gave $14K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $13K across 3 grants.

What is Edgar G Smith Irrev Tr B's typical grant size?

Edgar G Smith Irrev Tr B's median grant in 2026 was $4,784, and its average grant was $4,784, across 3 grants on its 2026 IRS Form 990-PF.

Where does Edgar G Smith Irrev Tr B give grants?

Edgar G Smith Irrev Tr B gives mostly in Connecticut: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Meriden, CT (2 grants).

Does Edgar G Smith Irrev Tr B give general operating support?

Yes: 100% of Edgar G Smith Irrev Tr B's 2026 grants with a stated purpose (3 of 3) were for general or operating support, per its 2026 IRS Form 990-PF.

How large is Edgar G Smith Irrev Tr B?

Edgar G Smith Irrev Tr B reported $297K in total assets on its 2026 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).

What is Edgar G Smith Irrev Tr B's EIN?

Edgar G Smith Irrev Tr B's EIN (Employer Identification Number) is 30-6223567. IRS Form 990 filing data is available on this page for 2020–2026.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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