Erwin E Smith Foundation Trust 1750-0001011

TULSA, OK EIN: 75-6330553

Erwin E Smith Foundation Trust 1750-0001011 is a private foundation, based in TULSA, OK. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $788K in total assets. In 2025, it awarded 2 grants totaling $50K. Net investment income was $35K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$788K

-2.5% YoY

Annual Giving

$50K

+153.2% YoY

Grant Count

-33.3% YoY

Avg Grant Size

$25K

+279.7% YoY

Under IRS private-foundation payout rules, Erwin E Smith Foundation Trust 1750-0001011 reported a distributable amount of $49K for 2025 — the minimum it must pay out in qualifying distributions.

About Erwin E Smith Foundation Trust 1750-0001011

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $70K (45%)

Mississippi $70K (45%)

Texas $15K (10%)

States

Massachusetts Mississippi Texas

Cities

Fort WorthOxfordWellesleyWellesley Hills

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$787,774	$808,330	$790,248
Revenue	$44,009	$38,639	$-13,144
Expenses	$64,569	$31,793	$24,252
Qualifying Distributions	$54,573	$23,800	$16,826
Net Investment Income	$34,691	$30,044	$11,379
Distributable Amount	$49,124	$54,710	$40,893

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Wellesley College ($25,000), The University of Mississippi ($25,000).

Recipient	Purpose	Amount
WELLESLEY COLLEGE WELLESLEY HILLS, MA	SCHOLARSHIPS	$25,000
THE UNIVERSITY OF MISSISSIPPI OXFORD, MS	SCHOLARSHIPS	$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF TEXAS NA	TRUSTEE	3	$11,293
DR RON TYLER CO AMON CARTER MUSEU	GOVERNOR	5	—
MR C H GIESPIE III	GOVERNOR	5	—
MRS PATRICIA BARRETT	GOVERNOR	5	—
MR JAMES A LINDSEY	GOVERNOR	5	—
MR JOHN SPEARS	GOVERNOR	5	—
MR JOHN ROHRBACH	GOVERNOR	5	—

Frequently Asked Questions

How large is Erwin E Smith Foundation Trust 1750-0001011?

As of 2025, Erwin E Smith Foundation Trust 1750-0001011 holds $788K in total assets with $44K in annual revenue. It awarded 2 grants totaling $50K in 2025.

Where does Erwin E Smith Foundation Trust 1750-0001011 operate?

Erwin E Smith Foundation Trust 1750-0001011 has awarded grants in Massachusetts, Mississippi, Texas.

What size grants does Erwin E Smith Foundation Trust 1750-0001011 award?

In 2025, Erwin E Smith Foundation Trust 1750-0001011 awarded 2 grants totaling $50K — an average of about $25K per grant, based on its IRS Form 990 filings.

How much is Erwin E Smith Foundation Trust 1750-0001011 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Erwin E Smith Foundation Trust 1750-0001011 reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Erwin E Smith Foundation Trust 1750-0001011's EIN?

Erwin E Smith Foundation Trust 1750-0001011's EIN (Employer Identification Number) is 75-6330553. IRS Form 990 filing data is available on this page for 2021–2025.