Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu
Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOUNT JULIET, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11K in total assets. In 2024, it awarded 4 grants totaling $4K. Net investment income was $43.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$11K
-25.7% YoY
Annual Giving
$4K
Grant Count
4
Avg Grant Size
$1K
Under IRS private-foundation payout rules, Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu reported a distributable amount of $702 for 2024 — the minimum it must pay out in qualifying distributions.
About Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu
Based on IRS filings
Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOUNT JULIET, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11K in total assets. In 2024, it awarded 4 grants totaling $4K. Net investment income was $43.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $11,467 | $15,424 | $15,383 |
| Revenue | $43 | $46 | $49 |
| Expenses | $4,000 | $5 | $2,001 |
| Qualifying Distributions | $4,000 | — | $2,000 |
| Net Investment Income | $43 | $46 | $49 |
| Distributable Amount | $702 | $758 | $805 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Alexandra Bruce ($1,000), Mason D Garcia ($1,000), Makayla Callaway ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALEXANDRA BRUCE GLENNVILLE, GA | SCHOLARSHIP AWARD - AWARDED IN 2023 BUT NOT PAID UNTIL 2024. | $1,000 |
| MASON D GARCIA GLENNVILLE, GA | SCHOLARSHIP AWARD - AWARDED IN 2023 BUT NOT PAID UNTIL 2024. | $1,000 |
| MAKAYLA CALLAWAY REIDSVILLE, GA | SCHOLARSHIP AWARD - AWARDED IN 2024 AND PAID IN 2024. | $1,000 |
| EBEN M BANKS GLENNVILLE, GA | SCHOLARSHIP AWARD - AWARDED IN 2024 AND PAID IN 2024. | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SHEILA WILSON | TRUSTEE | 1 | — |
| JOSEPH SMITH | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu?
Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOUNT JULIET, TN. It holds $11K in total assets as of 2024.
How large is Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu?
As of 2024, Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu holds $11K in total assets with $43 in annual revenue. It awarded 4 grants totaling $4K in 2024.
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 size grants does Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu award?
In 2024, Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu awarded 4 grants totaling $4K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph W Smith & Jean H Smith Educational & Scholarship Trust Fu reported a distributable amount of $702 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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