Evans Swann Smith Co Memorial Trust

BIRMINGHAM, AL EIN: 75-6345191

Evans Swann Smith Co Memorial Trust is a private foundation focused on Philanthropy, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $150K in total assets. In 2024, it awarded 1 grants totaling $5K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$150K

-1.4% YoY

Annual Giving

$5K

-9.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$5K

-9.9% YoY

Under IRS private-foundation payout rules, Evans Swann Smith Co Memorial Trust reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About Evans Swann Smith Co Memorial Trust

Based on IRS filings

Focus Areas

Philanthropy Foundations

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $25K (100%)

States

Texas

Cities

Tyler

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$149,519	$151,688	$154,151
Revenue	$7,610	$7,707	$3,896
Expenses	$9,776	$10,164	$11,516
Qualifying Distributions	$7,384	$7,956	$9,229
Net Investment Income	$5,337	$5,451	$2,024
Distributable Amount	$7,556	$7,369	$7,928

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

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Smith County Medical Society ($5,324).

Recipient	Purpose	Amount
SMITH COUNTY MEDICAL SOCIETY TYLER, TX	GENERAL OPERATING	$5,324

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
REGIONS BANK	TRUSTEE	1	$2,802

Subject Areas

Focus areas based on grantmaking activity

Philanthropy Foundations

Frequently Asked Questions

What is Evans Swann Smith Co Memorial Trust?

Evans Swann Smith Co Memorial Trust is a private foundation focused on Philanthropy, based in BIRMINGHAM, AL. It holds $150K in total assets as of 2024.

How large is Evans Swann Smith Co Memorial Trust?

As of 2024, Evans Swann Smith Co Memorial Trust holds $150K in total assets with $8K in annual revenue. It awarded 1 grants totaling $5K in 2024.

Where does Evans Swann Smith Co Memorial Trust operate?

Evans Swann Smith Co Memorial Trust has awarded grants in Texas.

What size grants does Evans Swann Smith Co Memorial Trust award?

In 2024, Evans Swann Smith Co Memorial Trust awarded 1 grants totaling $5K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Evans Swann Smith Co Memorial Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Evans Swann Smith Co Memorial Trust reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Evans Swann Smith Co Memorial Trust's EIN?

Evans Swann Smith Co Memorial Trust's EIN (Employer Identification Number) is 75-6345191. IRS Form 990 filing data is available on this page for 2020–2024.