Helen J Smith Trust Uw FBO Grace Episcopal
Helen J Smith Trust Uw FBO Grace Episcopal is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $273K in total assets. In 2026, it awarded 4 grants totaling $13K. Net investment income was $12K.
Helen J Smith Trust Uw FBO Grace Episcopal at a glance
In short: Helen J Smith Trust Uw FBO Grace Episcopal gave $13K across 4 grants in 2026 (avg $3K), mostly in Colorado. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $13,232
- +5.4% vs 2025
- Grants made (2026)
- 4
- +0.0% vs 2025
- Average grant
- $3,308
- +5.4% vs 2025
- Median grant
- $3,832
- Total assets
- $272,909
- -1.5% vs 2025
- Primary geography
- Colorado (61% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Helen J Smith Trust Uw FBO Grace Episcopal funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2026
The largest 2026 recipient was Univ of Northern Colorado FBO Arielle ($5K). Together the top 4 received $13K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 28 grants of 28 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 4 itemized grants.
Cities
How Helen J Smith Trust Uw FBO Grace Episcopal gives
- Giving held roughly steady from 2023 to 2026 (−2%). Method
- In 2026 it paid out 95% 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 2026, annual grant giving ranged from $12K (2020) to $17K (2022). In 2026 it made 4 grants totaling $13K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Univ of Northern Colorado FBO Arielle Greeley, CO | Scholarship | $5,168 |
| University of Michigan Ann Arbor, MN | Scholarship | $5,168 |
| International Salon and Spa Colorado Springs, CO | Scholarship | $2,496 |
| Grace Episcopal Church Colorado Springs, CO | General Oprating | $400 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $272,909 | $15,969 | $20,277 | $13,232 | 4 | $15,737 | $11,526 | $16,505 |
| 2025 | $277,173 | $5,337 | $18,860 | $12,553 | 4 | $15,102 | $6,140 | $15,781 |
| 2024 | $290,706 | $697 | $18,598 | $12,856 | 5 | $15,147 | $5,473 | $14,845 |
| 2023 | $308,614 | $1,736 | $19,812 | $13,546 | 7 | $15,829 | $4,906 | $15,137 |
| 2022 | $326,627 | $30,159 | $23,717 | $17,200 | 8 | $19,614 | $26,161 | $19,195 |
| 2021 | $318,526 | $22,818 | $20,762 | $14,400 | 11 | — | $19,340 | $17,332 |
| 2020 | $315,721 | $25,620 | $17,991 | $12,400 | 6 | — | $21,656 | $15,766 |
Under IRS private-foundation payout rules, Helen J Smith Trust Uw FBO Grace Episcopal reported a distributable amount of $17K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen J Smith Trust Uw FBO Grace Episcopal's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2026 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $4K (2026)
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $4K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Helen J Smith Trust Uw FBO Grace Episcopal
How much does Helen J Smith Trust Uw FBO Grace Episcopal give each year?
Helen J Smith Trust Uw FBO Grace Episcopal gave $13K across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $13K across 4 grants.
What is Helen J Smith Trust Uw FBO Grace Episcopal's typical grant size?
Helen J Smith Trust Uw FBO Grace Episcopal's median grant in 2026 was $3,832, and its average grant was $3,308, across 4 grants on its 2026 IRS Form 990-PF.
Where does Helen J Smith Trust Uw FBO Grace Episcopal give grants?
Helen J Smith Trust Uw FBO Grace Episcopal gives mostly in Colorado: 61% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Minnesota (39%). The most frequent recipient cities were Colorado Springs, CO (2 grants).
Does Helen J Smith Trust Uw FBO Grace Episcopal give general operating support?
Yes: 25% of Helen J Smith Trust Uw FBO Grace Episcopal's 2026 grants with a stated purpose (1 of 4) were for general or operating support, per its 2026 IRS Form 990-PF. Recurring purposes include "Scholarship" (3 grants).
How large is Helen J Smith Trust Uw FBO Grace Episcopal?
Helen J Smith Trust Uw FBO Grace Episcopal reported $273K in total assets on its 2026 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $17K (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 Helen J Smith Trust Uw FBO Grace Episcopal's EIN?
Helen J Smith Trust Uw FBO Grace Episcopal's EIN (Employer Identification Number) is 84-6152339. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 11, 2026)
- IRS filings on file for fiscal years 2020–2025
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