Phyllis W Smith PVT Fdn
Phyllis W Smith PVT Fdn is a private foundation, 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.
Key facts about Phyllis W Smith PVT Fdn
In short: Phyllis W Smith PVT Fdn gave $318K across 4 grants in 2025 (avg $79K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 59-7258080
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $317,516
- Grants made (2025)
- 4
- Average grant
- $79,379
- Median grant
- $79,379
- Total assets
- $5,818,136
- 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
$5.8M
+2.4% YoY
Annual Giving
$318K
+13.8% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$79K
+13.8% YoY
Under IRS private-foundation payout rules, Phyllis W Smith PVT Fdn reported a distributable amount of $339K for 2025 — the minimum it must pay out in qualifying distributions.
How Phyllis W Smith PVT Fdn gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Phyllis W Smith PVT Fdn?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $240K (2023) to $355K (2022). In 2025 it made 4 grants totaling $318K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Mspca of Franklin County ($79K). Together the top 4 received $318K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was in the $50–100K range: 20 grants of 20 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mspca of Franklin County Worcester, MA | Unrestricted General | $79,379 |
| Baystate Health Foundation Inc Springfield, MA | Unrestricted General | $79,379 |
| Holyoke Hospital Holyoke, MA | Unrestricted General | $79,379 |
| Sycamores of S Hadley Historical Soc'y South Hadley, MA | Unrestricted General | $79,379 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Phyllis W Smith PVT Fdn's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$60K (2022) → $68K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $68K, to Bank of America (Trustee).
Frequently asked questions about Phyllis W Smith PVT Fdn
How much does Phyllis W Smith PVT Fdn give each year?
Phyllis W Smith PVT Fdn gave $318K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $279K across 4 grants.
What is Phyllis W Smith PVT Fdn's typical grant size?
Phyllis W Smith PVT Fdn's median grant in 2025 was $79,379, and its average grant was $79,379, across 4 grants on its 2025 IRS Form 990-PF.
Where does Phyllis W Smith PVT Fdn give grants?
Phyllis W Smith PVT Fdn gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Phyllis W Smith PVT Fdn give general operating support?
Yes: 100% of Phyllis W Smith PVT Fdn's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Phyllis W Smith PVT Fdn?
Phyllis W Smith PVT Fdn reported $5.8M in total assets on its 2025 IRS Form 990-PF. It paid out $345K in qualifying distributions that year, against a required minimum of $339K (roughly 5% of its investment assets).
What is Phyllis W Smith PVT Fdn's EIN?
Phyllis W Smith PVT Fdn's EIN (Employer Identification Number) is 59-7258080. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Phyllis W Smith PVT Fdn by hand.
Explore Open Grants
Browse active grant opportunities in Phyllis W Smith PVT Fdn's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Community Foundation of Western Massachusetts
Springfield, MA
The Community Foundation of Western Massachusetts funds nonprofits working in Franklin, Hampshire, and Hampden counties, with priorities including effective nonprofits led by people of color, early education, post-secondary pathways, and arts and creativity. Its 2025 grants had a median of $25,000, with awards ranging from $5,019 to $615,000. It accepts applications through its Flexible Funding program; the 2026 application period has closed.
Assets
$292.1M
Grants
392
Total Given
$22.4M
Easthampton Savings Bank
Easthampton, MA
Easthampton Savings Bank Foundation supports local nonprofits working in basic needs, financial literacy, health care, economic development, youth and education, and the arts, primarily in Massachusetts, with some funding in Connecticut. Its 2025 grants had a median of $1,000, though awards ranged from $50 to $68,927. Applications are available through the foundation, and it does not restrict giving to preselected organizations; the application lists varying deadlines.
Assets
$2.3M
Grants
188
Total Given
$522K
Nelson & Gertrude Hibbard Tua
Dallas, TX
Assets
$1.9M
Grants
2
Total Given
$95K
Louise G Pease Bo Baystate Med
Dallas, TX
Assets
$2.6M
Grants
1
Total Given
$133K
Henrietta F Dexter Tuw-Wesson Wo
Dallas, TX
Assets
$257K
Grants
1
Total Given
$13K
Abortion Rights Fund of Western
Amherst, MA
The organization provides direct financial assistance to Individuals seeking abortions.
Assets
$1.1M
Grants
9
Total Given
$264K
Electrical Workers IBEW AFL-CIO
East Windsor, CT
Local 42 represents union members in negotiations of benefits and collective bargaining agreements, dispute settlements between employees and employers, obtaining employment, and other matters of concern to the local and its members.
Assets
$34.0M
Grants
4
Total Given
$101K
Herbert H Thresher Tuw-Wesson
Dallas, TX
Assets
$671K
Grants
1
Total Given
$33K
John H Sanderson Tuw
Dallas, TX
Assets
$3.9M
Grants
1
Total Given
$154K
Albert E Hale Tuw-E Thomas Et AL
Dallas, TX
Assets
$1.3M
Grants
6
Total Given
$50K
Gunn Tr Uw Catherine
Dallas, TX
Assets
$367K
Grants
2
Total Given
$20K
Gertrude M Hibbard Tuw-Wesson
Dallas, TX
Assets
$1.5M
Grants
1
Total Given
$77K
More Funders in Texas
Phyllis W Smith PVT Fdn down — hundreds of funders to go?