Evans Swann Smith Co Memorial Trust
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 grant totaling $5K. Net investment income was $5K.
Evans Swann Smith Co Memorial Trust at a glance
In short: Evans Swann Smith Co Memorial Trust gave $5K across 1 grant in 2024 (avg $5K), mostly in Texas. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $5,324
- -9.9% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $5,324
- -9.9% vs 2023
- Median grant
- $5,324
- Total assets
- $149,519
- -1.4% vs 2023
- Primary geography
- Texas (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Evans Swann Smith Co Memorial Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Smith County Medical Society ($5K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Evans Swann Smith Co Memorial Trust gives
- Giving held roughly steady from 2021 to 2024 (−19%). Method
- In 2024 it paid out 98% 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
From 2021 to 2024, annual grant giving ranged from $5K (2024) to $7K (2022). In 2024 it made 1 grant totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Smith County Medical Society Tyler, TX | General Operating | $5,324 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $149,519 | $7,610 | $9,776 | $5,324 | 1 | $7,384 | $5,337 | $7,556 |
| 2023 | $151,688 | $7,707 | $10,164 | $5,911 | 1 | $7,956 | $5,451 | $7,369 |
| 2022 | $154,151 | $3,896 | $11,516 | $7,212 | 1 | $9,229 | $2,024 | $7,928 |
| 2021 | $161,781 | $9,346 | $11,112 | $6,583 | 1 | $8,601 | $7,251 | $9,230 |
| 2020 | $163,546 | $7,121 | $3,768 | — | — | — | $5,065 | $8,295 |
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.
Leadership & Key People
Officers and directors from IRS filings
Evans Swann Smith Co Memorial Trust's only listed officer is Regions Bank, Trustee on filings since 2020 (compensated).
Officers on the 2024 filing
Regions Bank
Trustee
On filings since 2020
1 hr/week
$3K (2020) → $3K (2024)
Former officers (1)
- Former: Regions Bank Trust Dept (2022–2023) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $3K, to Regions Bank (Trustee).
Frequently asked questions about Evans Swann Smith Co Memorial Trust
How much does Evans Swann Smith Co Memorial Trust give each year?
Evans Swann Smith Co Memorial Trust gave $5K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $6K across 1 grant.
How large is Evans Swann Smith Co Memorial Trust?
Evans Swann Smith Co Memorial Trust reported $150K in total assets on its 2024 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $8K (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 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.
Where does Evans Swann Smith Co Memorial Trust operate?
Evans Swann Smith Co Memorial Trust has awarded grants in Texas.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Evans Swann Smith Co Memorial Trust's focus areas in our free grants database
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