Gen Wm a Smith Sub-Tr Uw
Gen Wm a Smith Sub-Tr Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $255K in total assets. In 2024, it awarded 1 grant totaling $10K. Net investment income was $25K.
Gen Wm a Smith Sub-Tr Uw at a glance
In short: Gen Wm a Smith Sub-Tr Uw gave $10K across 1 grant in 2024 (avg $10K), mostly in North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $9,687
- +12.7% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $9,687
- +12.7% vs 2023
- Median grant
- $9,687
- Total assets
- $254,564
- +5.9% vs 2023
- Primary geography
- North Carolina (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 Gen Wm a Smith Sub-Tr Uw funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Episcopal Diocese of North Carolina ($10K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (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 Gen Wm a Smith Sub-Tr Uw gives
- Giving held roughly steady from 2021 to 2024 (−2%). Method
- In 2024 it paid out 72% 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 2020 to 2024, annual grant giving ranged from $9K (2023) to $13K (2020). In 2024 it made 1 grant totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Episcopal Diocese of North Carolina Raleigh, NC | Unrestricted General | $9,687 |
Ready to take the next step with Gen Wm a Smith Sub-Tr Uw?
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 | $254,564 | $25,887 | $11,377 | $9,687 | 1 | $10,199 | $24,583 | $14,247 |
| 2023 | $240,347 | $7,432 | $10,069 | $8,599 | 1 | $9,108 | $5,731 | $12,885 |
| 2022 | $243,059 | $-5,665 | $13,523 | $10,868 | 1 | $11,356 | $4,049 | $13,026 |
| 2021 | $262,276 | $55,023 | $11,497 | $9,863 | 1 | $10,307 | $53,825 | $14,237 |
| 2020 | $218,467 | $18,243 | $14,533 | $12,548 | 1 | — | $17,355 | $12,138 |
Under IRS private-foundation payout rules, Gen Wm a Smith Sub-Tr Uw reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Gen Wm a Smith Sub-Tr Uw's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2024 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$163 (2021) → $296 (2024)
Former officers (1)
- Former: Bank Of America N A (2020) — 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 $296, to Bank of America (Trustee).
Frequently asked questions about Gen Wm a Smith Sub-Tr Uw
How much does Gen Wm a Smith Sub-Tr Uw give each year?
Gen Wm a Smith Sub-Tr Uw gave $10K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $9K across 1 grant.
How large is Gen Wm a Smith Sub-Tr Uw?
Gen Wm a Smith Sub-Tr Uw reported $255K in total assets on its 2024 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $14K (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.
Where does Gen Wm a Smith Sub-Tr Uw operate?
Gen Wm a Smith Sub-Tr Uw has awarded grants in North Carolina.
What is Gen Wm a Smith Sub-Tr Uw's EIN?
Gen Wm a Smith Sub-Tr Uw's EIN (Employer Identification Number) is 56-6045035. 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 Gen Wm a Smith Sub-Tr Uw's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Texas
QW St Stephens Church Wae
Saint Louis, MO
Assets
$195K
Grants
1
Total Given
$9K
William a Erwin
Pittsburgh, PA
Assets
$292K
Grants
1
Total Given
$14K
Lawrence S Holt Trust
Dallas, TX
Assets
$640K
Grants
3
Total Given
$31K
William H Williamson Charitable Trust
Dallas, TX
Assets
$1.3M
Grants
6
Total Given
$100K
St Lukes Episcopal Church Fdn
Salisbury, NC
Provide grant funding for missions, charitable outreach ministries, and st luke's episcoplal church programs, buildings and grounds.
Assets
$4.3M
Grants
9
Total Given
$193K
Episcopal Relief and Development
New York, NY
Episcopal Relief & Development funds locally led long-term development and disaster relief, recovery, and resilience, with priorities including early childhood, women and girls, and climate resilience. Its 2024 grants ranged from $8,000 to $275,150, with a median of $27,500, supporting work in the United States and internationally, including more than 30 countries. The profile does not state whether it accepts unsolicited requests.
Assets
$37.7M
Grants
20
Total Given
$1.4M
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Gen Wm a Smith Sub-Tr Uw'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.
Gen Wm a Smith Sub-Tr Uw down — hundreds of funders to go?