Phyllis W Smith Pvt Fdn
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
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.
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
Ready to take the next step with Phyllis W Smith Pvt Fdn?
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
Among its reported 2025 grants, the largest include Mspca of Franklin County ($79,379), Baystate Health Foundation Inc ($79,379), Holyoke Hospital ($79,379).
| 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 |
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
Frequently Asked Questions
What is Phyllis W Smith Pvt Fdn?
Phyllis W Smith Pvt Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $5.8M in total assets as of 2025.
How large is Phyllis W Smith Pvt Fdn?
As of 2025, Phyllis W Smith Pvt Fdn holds $5.8M in total assets with $545K in annual revenue. It awarded 4 grants totaling $318K in 2025.
Where does Phyllis W Smith Pvt Fdn operate?
Phyllis W Smith Pvt Fdn has awarded grants in Massachusetts.
What size grants does Phyllis W Smith Pvt Fdn award?
In 2025, Phyllis W Smith Pvt Fdn awarded 4 grants totaling $318K — an average of about $79K per grant, based on its IRS Form 990 filings.
How much is Phyllis W Smith Pvt Fdn required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Phyllis W Smith Pvt Fdn reported a distributable amount of $339K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Phyllis W Smith Pvt Fdn's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.