Herman Smith Trust Uw Trustmark Trustee

JACKSON, MS EIN: 64-6164516

Herman Smith Trust Uw Trustmark Trustee is a private foundation, based in JACKSON, MS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $136K in total assets. In 2024, it awarded 1 grants totaling $4K. Net investment income was $9K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$136K

+2.0% YoY

Annual Giving

$4K

-4.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4K

-4.9% YoY

Under IRS private-foundation payout rules, Herman Smith Trust Uw Trustmark Trustee reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

About Herman Smith Trust Uw Trustmark Trustee

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Mississippi $14K (100%)

States

Mississippi

Cities

Brookhaven

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$135,527	$132,931	$145,316
Revenue	$11,987	$-3,080	$2,809
Expenses	$9,378	$9,597	$9,462
Qualifying Distributions	$6,779	$6,993	$6,863
Net Investment Income	$9,380	$2,400	$3,127
Distributable Amount	$7,203	$6,779	$6,993

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

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Baptist Church ($4,166).

Recipient	Purpose	Amount
First Baptist Church Brookhaven, MS	GENERAL SUPPORT	$4,166

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Herman Smith Trust Uw Trustmark Trustee?

As of 2024, Herman Smith Trust Uw Trustmark Trustee holds $136K in total assets with $12K in annual revenue. It awarded 1 grants totaling $4K in 2024.

Where does Herman Smith Trust Uw Trustmark Trustee operate?

Herman Smith Trust Uw Trustmark Trustee has awarded grants in Mississippi.

What size grants does Herman Smith Trust Uw Trustmark Trustee award?

In 2024, Herman Smith Trust Uw Trustmark Trustee awarded 1 grants totaling $4K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Herman Smith Trust Uw Trustmark Trustee required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Herman Smith Trust Uw Trustmark Trustee reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Herman Smith Trust Uw Trustmark Trustee's EIN?

Herman Smith Trust Uw Trustmark Trustee's EIN (Employer Identification Number) is 64-6164516. IRS Form 990 filing data is available on this page for 2020–2024.