Phyllis W Smith Pvt Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.8M in total assets. In 2025, it awarded 4 grants totaling $318K. Net investment income was $489K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.8M
+2.4% YoY
Annual Giving
$318K
+13.8% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$79K
+13.8% YoY
About Phyllis W Smith Pvt Fdn
Based on IRS filings
Phyllis W Smith Pvt Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.8M in total assets. In 2025, it awarded 4 grants totaling $318K. Net investment income was $489K.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,818,136 | $5,682,396 | $5,695,648 |
| Revenue | $545,077 | $207,082 | $-42,531 |
| Expenses | $407,239 | $352,408 | $319,232 |
| Qualifying Distributions | $345,461 | $304,579 | $263,260 |
| Net Investment Income | $488,933 | $157,820 | $83,328 |
| Distributable Amount | $338,869 | $316,471 | $294,743 |
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 2025
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $68,436 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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