Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu
Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu is a private foundation, based in Mount Juliet, TN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $9K in total assets. In 2025, it awarded 2 grants totaling $2K. Net investment income was $32.
Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu at a glance
In short: Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu gave $2K across 2 grants in 2025 (avg $1K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,000
- -50.0% vs 2024
- Grants made (2025)
- 2
- -50.0% vs 2024
- Average grant
- $1,000
- +0.0% vs 2024
- Median grant
- $1,000
- Total assets
- $9,499
- -17.2% vs 2024
- Primary geography
- Georgia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu funds
How this funder distributes its grants
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 375% 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 $2K (2020) to $4K (2024). In 2025 it made 2 grants totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 2 individual scholarships Recipients not named | — | $2,000 |
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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 | $9,499 | $32 | $2,000 | $2,000 | 2 | $2,000 | $32 | $533 |
| 2024 | $11,467 | $43 | $4,000 | $4,000 | 4 | $4,000 | $43 | $702 |
| 2023 | $15,424 | $46 | $5 | — | — | — | $46 | $758 |
| 2022 | $15,383 | $49 | $2,001 | $2,000 | 2 | $2,000 | $49 | $805 |
| 2021 | $17,335 | $55 | $2,001 | $2,000 | 2 | $2,000 | $55 | $905 |
| 2020 | $19,281 | $61 | $2,001 | $2,000 | 2 | — | $61 | $992 |
Under IRS private-foundation payout rules, Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu reported a distributable amount of $533 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Joseph Smith
Trustee
On filings since 2020
1 hr/week
No compensation reported
Sheila Wilson
Trustee
On filings since 2020
1 hr/week
No compensation reported
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.
Frequently asked questions about Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu
How much does Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu give each year?
Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu gave $2K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 4 grants.
How large is Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu?
Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu reported $9K in total assets on its 2025 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $533 (roughly 5% of its investment assets).
Where does Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu operate?
Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu has awarded grants in Georgia.
What is Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu's EIN?
Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu's EIN (Employer Identification Number) is 20-4867800. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 30, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 29, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 4, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
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