Ethel Walker Smith Fund

Private foundation · Grantmaker Dallas, TX EIN: 30-6223450

Ethel Walker Smith Fund is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $10.9M in total assets. In 2025, it awarded 6 grants totaling $667K. Net investment income was $1.0M.

Ethel Walker Smith Fund at a glance

In short: Ethel Walker Smith Fund gave $667K across 6 grants in 2025 (avg $111K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$667,335
+31.4% vs 2024
Grants made (2025)
6
+0.0% vs 2024
Average grant
$111,223
+31.4% vs 2024
Median grant
$66,734
Total assets
$10,934,042
+2.9% vs 2024
Primary geography
Connecticut (95% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Ethel Walker Smith Fund funds

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Ethel Walker Char & Educ Fund: $334KEthel Walker Char & Educ Fund$334KHartford Hospital: $133KHartford Hospital$133KTrinity College: $67KTrinity College$67KYale University: $67KYale University$67KSt Francis Hospital: $33KSt Francis Hospital$33KBryn Mawr College: $33KBryn Mawr College$33K

The largest 2025 recipient was Ethel Walker Char & Educ Fund ($334K). Together the top 6 received $667K.

Grant Size Distribution

30 grants across all recorded years

12<$50K9$50–100K5$100–250K4$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 12 grants of 30 (40%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

HartfordBryn MawrNew HavenSimsbury

How Ethel Walker Smith Fund gives

  • Giving held roughly steady from 2022 to 2025 (+17%). Method
  • In 2025 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K6 grants2019 6 grants2020 6 grants2021 6 grants2022 6 grants2023 6 grants2024 6 grants2025

From 2019 to 2025, annual grant giving ranged from $455K (2023) to $667K (2025). In 2025 it made 6 grants totaling $667K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Ethel Walker Char & Educ Fund Simsbury, CTUnrestricted General$333,666
Hartford Hospital Hartford, CTUnrestricted General$133,467
Trinity College Hartford, CTUnrestricted General$66,734
Yale University New Haven, CTUnrestricted General$66,734
St Francis Hospital Hartford, CTUnrestricted General$33,367
Bryn Mawr College Bryn Mawr, PAUnrestricted General$33,367
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$10,934,042$1,082,526$781,616$667,3356$708,836$1,010,858$787,873
2024$10,629,764$597,547$630,327$507,9016$550,482$528,879$744,191
2023$10,667,510$843,765$552,037$454,7236$489,782$781,357$662,554
2022$10,381,730$563,857$674,691$568,4386$601,977$503,193$669,085
2021$10,498,359$936,785$739,902$635,9016$672,985$873,668$755,754
2020$10,307,471$665,903$758,081$660,1376—$608,500$629,763
2019$10,403,305$527,829$619,459$533,9886—$471,666$621,680

Under IRS private-foundation payout rules, Ethel Walker Smith Fund reported a distributable amount of $788K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Ethel Walker Smith Fund's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $89K (2021) → $102K (2025)

Former officers (1)
  • Former: Bank Of America N A (2019–2020) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $102KBank of AmericaTrustee$102K

The highest reported compensation on the 2025 filing was $102K, to Bank of America (Trustee).

Frequently asked questions about Ethel Walker Smith Fund

How much does Ethel Walker Smith Fund give each year?

Ethel Walker Smith Fund gave $667K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $508K across 6 grants.

What is Ethel Walker Smith Fund's typical grant size?

Ethel Walker Smith Fund's median grant in 2025 was $66,734, and its average grant was $111,223, across 6 grants on its 2025 IRS Form 990-PF.

Where does Ethel Walker Smith Fund give grants?

Ethel Walker Smith Fund gives mostly in Connecticut: 95% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Pennsylvania (5%). The most frequent recipient cities were Hartford, CT (3 grants).

Does Ethel Walker Smith Fund give general operating support?

Yes: 100% of Ethel Walker Smith Fund's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Ethel Walker Smith Fund's largest grantees?

Ethel Walker Smith Fund's largest 2025 grantees include Ethel Walker Char & Educ Fund ($333,666), Hartford Hospital ($133,467) and Trinity College ($66,734), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.

How large is Ethel Walker Smith Fund?

Ethel Walker Smith Fund reported $10.9M in total assets on its 2025 IRS Form 990-PF. It paid out $709K in qualifying distributions that year, against a required minimum of $788K (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 is Ethel Walker Smith Fund's EIN?

Ethel Walker Smith Fund's EIN (Employer Identification Number) is 30-6223450. IRS Form 990 filing data is available on this page for 2019–2025.

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

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS July 2, 2020)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  3. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 15, 2021)
  4. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
  5. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 8, 2023)
  6. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
  7. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 3, 2025)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Ethel Walker Smith Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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