Herman Smith Trust Uw Trustmark Trustee
Herman Smith Trust Uw Trustmark Trustee is a private foundation, based in Jackson, MS. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $139K in total assets. In 2025, it awarded 1 grant totaling $5K. Net investment income was $12K.
Herman Smith Trust Uw Trustmark Trustee at a glance
In short: Herman Smith Trust Uw Trustmark Trustee gave $5K across 1 grant in 2025 (avg $5K), mostly in Mississippi. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $4,590
- +10.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $4,590
- +10.2% vs 2024
- Median grant
- $4,590
- Total assets
- $138,814
- +2.4% vs 2024
- Primary geography
- Mississippi (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Herman Smith Trust Uw Trustmark Trustee funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was First Baptist Church ($5K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Herman Smith Trust Uw Trustmark Trustee gives
- Giving held roughly steady from 2022 to 2025 (+8%). 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $750 (2020) to $5K (2025). In 2025 it made 1 grant totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Baptist Church Brookhaven, MS | General Support | $4,590 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $138,814 | $13,386 | $10,060 | $4,590 | 1 | $7,990 | $11,546 | $7,253 |
| 2024 | $135,527 | $11,987 | $9,378 | $4,166 | 1 | $6,779 | $9,380 | $7,203 |
| 2023 | $132,931 | $-3,080 | $9,597 | $4,380 | 1 | $6,993 | $2,400 | $6,779 |
| 2022 | $145,316 | $2,809 | $9,462 | $4,250 | 1 | $6,863 | $3,127 | $6,993 |
| 2021 | $152,319 | $7,348 | $3,501 | — | — | $963 | $4,468 | $7,576 |
| 2020 | $148,984 | $5,009 | $7,098 | $750 | 1 | — | $2,630 | $7,391 |
Under IRS private-foundation payout rules, Herman Smith Trust Uw Trustmark Trustee reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Herman Smith Trust Uw Trustmark Trustee's only listed officer is Trustmark National Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Trustmark National Bank
Trustee
On filings since 2020
1 hr/week
$2K (2020) → $4K (2025)
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $4K, to Trustmark National Bank (Trustee).
Frequently asked questions about Herman Smith Trust Uw Trustmark Trustee
How much does Herman Smith Trust Uw Trustmark Trustee give each year?
Herman Smith Trust Uw Trustmark Trustee gave $5K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 1 grant.
How large is Herman Smith Trust Uw Trustmark Trustee?
Herman Smith Trust Uw Trustmark Trustee reported $139K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).
Where does Herman Smith Trust Uw Trustmark Trustee operate?
Herman Smith Trust Uw Trustmark Trustee has awarded grants in Mississippi.
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 2020–2025.
Data last updated October 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 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
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