Gen Wm a Smith Sub-tr Uw

DALLAS, TX EIN: 56-6045035

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 grants totaling $10K. Net investment income was $25K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$255K

+5.9% YoY

Annual Giving

$10K

+12.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$10K

+12.7% YoY

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.

About Gen Wm a Smith Sub-tr Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $52K (100%)

States

North Carolina

Cities

Raleigh

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$254,564	$240,347	$243,059
Revenue	$25,887	$7,432	$-5,665
Expenses	$11,377	$10,069	$13,523
Qualifying Distributions	$10,199	$9,108	$11,356
Net Investment Income	$24,583	$5,731	$4,049
Distributable Amount	$14,247	$12,885	$13,026

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

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Episcopal Diocese of North Carolina ($9,687).

Recipient	Purpose	Amount
EPISCOPAL DIOCESE OF NORTH CAROLINA RALEIGH, NC	UNRESTRICTED GENERAL	$9,687

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$296

Frequently Asked Questions

How large is Gen Wm a Smith Sub-tr Uw?

As of 2024, Gen Wm a Smith Sub-tr Uw holds $255K in total assets with $26K in annual revenue. It awarded 1 grants totaling $10K in 2024.

Where does Gen Wm a Smith Sub-tr Uw operate?

Gen Wm a Smith Sub-tr Uw has awarded grants in North Carolina.

What size grants does Gen Wm a Smith Sub-tr Uw award?

In 2024, Gen Wm a Smith Sub-tr Uw awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Gen Wm a Smith Sub-tr Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Gen Wm a Smith Sub-tr Uw reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.