Jennie W Smith Tua Education Fund SCH9014
Jennie W Smith Tua Education Fund SCH9014 is a private foundation, based in Concord, NH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $564K in total assets. In 2025, it awarded 7 grants totaling $16K. Net investment income was $127K.
Key facts about Jennie W Smith Tua Education Fund SCH9014
In short: Jennie W Smith Tua Education Fund SCH9014 gave $16K across 7 grants in 2025 (avg $2K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 04-6033742
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $16,000
- Grants made (2025)
- 7
- Average grant
- $2,286
- Median grant
- $2,000
- Total assets
- $564,308
- Primary geography
- Massachusetts (100% 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
$564K
+20.6% YoY
Annual Giving
$16K
-49.2% YoY
Grant Count
7
+600.0% YoY
Avg Grant Size
$2K
-92.7% YoY
Under IRS private-foundation payout rules, Jennie W Smith Tua Education Fund SCH9014 reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
How Jennie W Smith Tua Education Fund SCH9014 gives
- Giving fell 56% from 2022 to 2025. Method
- In 2025 it paid out 120% 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
Share of all 7 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $12K (2020) to $37K (2023). In 2025 it made 7 grants totaling $16K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Harrison Jack ($4K). Together the top 7 received $16K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Harrison Jack South Hadley, MA | Scholarship for | $4,000 |
| Alley Drew South Hadley, MA | Scholarship for | $2,000 |
| Clarke Jonas South Hadley, MA | Scholarship for | $2,000 |
| Tyler Hogan South Hadley, MA | Scholarship for | $2,000 |
| Nora Matzen South Hadley, MA | Scholarship for | $2,000 |
| Alexis Scott South Hadley, MA | Scholarship for | $2,000 |
| Isabelle Scott South Hadley, MA | Scholarship for | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $564,308 | $467,952 | $460,362 |
| Revenue | $143,388 | $46,974 | $13,149 |
| Expenses | $47,812 | $38,915 | $40,738 |
| Qualifying Distributions | $30,725 | $35,902 | $37,961 |
| Net Investment Income | $127,330 | $43,663 | $9,552 |
| Distributable Amount | $25,500 | $26,663 | $24,856 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Jennie W Smith Tua Education Fund SCH9014's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$3K (2019) → $3K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $3K, to Bank of America (Trustee).
Frequently asked questions about Jennie W Smith Tua Education Fund SCH9014
How much does Jennie W Smith Tua Education Fund SCH9014 give each year?
Jennie W Smith Tua Education Fund SCH9014 gave $16K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $32K across 1 grant.
What is Jennie W Smith Tua Education Fund SCH9014's typical grant size?
Jennie W Smith Tua Education Fund SCH9014's median grant in 2025 was $2,000, and its average grant was $2,286, across 7 grants on its 2025 IRS Form 990-PF.
Where does Jennie W Smith Tua Education Fund SCH9014 give grants?
Jennie W Smith Tua Education Fund SCH9014 gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were South Hadley, MA (7 grants).
Does Jennie W Smith Tua Education Fund SCH9014 give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on Jennie W Smith Tua Education Fund SCH9014's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship for" (7 grants).
Who are Jennie W Smith Tua Education Fund SCH9014's largest grantees?
Jennie W Smith Tua Education Fund SCH9014's largest 2025 grantees include Harrison Jack ($4,000), Alley Drew ($2,000) and Clarke Jonas ($2,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Jennie W Smith Tua Education Fund SCH9014?
Jennie W Smith Tua Education Fund SCH9014 reported $564K in total assets on its 2025 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets).
What is Jennie W Smith Tua Education Fund SCH9014's EIN?
Jennie W Smith Tua Education Fund SCH9014's EIN (Employer Identification Number) is 04-6033742. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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