Marilyn Sue Smith Education Trust

WICHITA, KS EIN: 37-6682553

Marilyn Sue Smith Education Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WICHITA, KS. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 4 grants totaling $214K. Net investment income was $191K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.9M

-0.8% YoY

Annual Giving

$214K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$54K

+0.0% YoY

Under IRS private-foundation payout rules, Marilyn Sue Smith Education Trust reported a distributable amount of $214K for 2024 — the minimum it must pay out in qualifying distributions.

About Marilyn Sue Smith Education Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kansas $770K (90%)

Colorado $86K (10%)

States

Colorado Kansas

Cities

DenverEurekaGoldenWichita

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,881,120	$3,911,757	$4,061,039
Revenue	$222,398	$106,945	$222,485
Expenses	$254,059	$254,718	$261,626
Qualifying Distributions	$222,633	$222,217	$222,402
Net Investment Income	$190,972	$75,462	$190,747
Distributable Amount	$214,450	$200,406	$211,535

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

16 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Wichita State University Foundation ($177,620), Centers for Spiritual Living ($21,400), Kansas Humane Society of Wichita ($10,700).

Recipient	Purpose	Amount
CENTERS FOR SPIRITUAL LIVING DENVER, CO	TO BE USED AT THE	$21,400
KANSAS HUMANE SOCIETY OF WICHITA WICHITA, KS	TO BE USED AT THE	$10,700
GREENWOOD COUNTY HISTORICAL SOCIETY EUREKA, KS	TO BE USED AT THE	$4,280
WICHITA STATE UNIVERSITY FOUNDATION WICHITA, KS	TO BE USED AT THE	$177,620

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Marilyn Sue Smith Education Trust?

Marilyn Sue Smith Education Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WICHITA, KS. It holds $3.9M in total assets as of 2024.

How large is Marilyn Sue Smith Education Trust?

As of 2024, Marilyn Sue Smith Education Trust holds $3.9M in total assets with $222K in annual revenue. It awarded 4 grants totaling $214K in 2024.

Where does Marilyn Sue Smith Education Trust operate?

Marilyn Sue Smith Education Trust has awarded grants in Colorado, Kansas.

What size grants does Marilyn Sue Smith Education Trust award?

In 2024, Marilyn Sue Smith Education Trust awarded 4 grants totaling $214K — an average of about $54K per grant, based on its IRS Form 990 filings.

How much is Marilyn Sue Smith Education Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Marilyn Sue Smith Education Trust reported a distributable amount of $214K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Marilyn Sue Smith Education Trust's EIN?

Marilyn Sue Smith Education Trust's EIN (Employer Identification Number) is 37-6682553. IRS Form 990 filing data is available on this page for 2021–2024.