Henry Herbert Smythe Trust

Private foundation · Grantmaker Dallas, TX EIN: 04-6008387

Henry Herbert Smythe Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 3 grants totaling $108K. Net investment income was $165K.

Key facts about Henry Herbert Smythe Trust

In short: Henry Herbert Smythe Trust gave $108K across 3 grants in 2025 (avg $36K), top state Rhode Island. Source: 2025 IRS Form 990-PF.

EIN
04-6008387
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$108,040
Grants made (2025)
3
Average grant
$36,013
Median grant
$33,578
Total assets
$1,886,875
Primary geography
Rhode Island (38% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.9M

+2.8% YoY

Annual Giving

$108K

+47.6% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$36K

+47.6% YoY

Under IRS private-foundation payout rules, Henry Herbert Smythe Trust reported a distributable amount of $110K for 2025 — the minimum it must pay out in qualifying distributions.

How Henry Herbert Smythe Trust gives

  • Giving held roughly steady from 2022 to 2025 (+1%). Method
  • In 2025 it paid out 110% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 3 itemized 2025 grant dollars.

Cities

FalmouthNew YorkProvidence

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K3 grants20213 grants20223 grants20233 grants20243 grants2025

From 2021 to 2025, annual grant giving ranged from $73K (2024) to $108K (2025). In 2025 it made 3 grants totaling $108K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

See Attached Schedule: $41KSee Attached Schedule$41KFalmouth Historical Society: $34KFalmouth Historical Society$34KDomestic & Foreign Missionary Society: $34KDomestic & Foreign MissionarySociety$34K

The largest 2025 recipient was See Attached Schedule ($41K). Together the top 3 received $108K.

Grant Size Distribution

15 grants across all recorded years

14<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 14 grants of 15 (93%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
See Attached Schedule Providence, RIScholarships$40,884
Falmouth Historical Society Falmouth, MAUnrestricted General$33,578
Domestic & Foreign Missionary Society New York, NYUnrestricted General$33,578

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K20212022202320242025
Metric202520242023
Total Assets$1,886,875$1,835,571$1,807,043
Revenue$187,687$78,593$7,852
Expenses$143,716$105,505$130,211
Qualifying Distributions$121,120$85,520$104,237
Net Investment Income$164,553$54,279$26,326
Distributable Amount$109,936$105,159$97,387

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Henry Herbert Smythe Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $30K (2021) → $30K (2025)

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $30KBank of AmericaTrustee$30K

The highest reported compensation on the 2025 filing was $30K, to Bank of America (Trustee).

Frequently asked questions about Henry Herbert Smythe Trust

How much does Henry Herbert Smythe Trust give each year?

Henry Herbert Smythe Trust gave $108K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $73K across 3 grants.

What is Henry Herbert Smythe Trust's typical grant size?

Henry Herbert Smythe Trust's median grant in 2025 was $33,578, and its average grant was $36,013, across 3 grants on its 2025 IRS Form 990-PF.

Where does Henry Herbert Smythe Trust give grants?

Henry Herbert Smythe Trust's top state is Rhode Island, with 38% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Massachusetts (31%) and New York (31%).

Does Henry Herbert Smythe Trust give general operating support?

Yes: 67% of Henry Herbert Smythe Trust's 2025 grants with a stated purpose (2 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Henry Herbert Smythe Trust?

Henry Herbert Smythe Trust reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $121K in qualifying distributions that year, against a required minimum of $110K (roughly 5% of its investment assets).

What is Henry Herbert Smythe Trust's EIN?

Henry Herbert Smythe Trust's EIN (Employer Identification Number) is 04-6008387. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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