Simeon C Smith Trust

DALLAS, TX EIN: 04-6008580

Simeon C Smith Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2022. In 2022, it awarded 2 grants totaling $392K. Net investment income was $93K.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$392K

+2702.8% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$196K

+2702.8% YoY

Under IRS private-foundation payout rules, Simeon C Smith Trust reported a distributable amount of $2K for 2022 — the minimum it must pay out in qualifying distributions.

About Simeon C Smith Trust

Based on IRS filings

Simeon C Smith Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2022. In 2022, it awarded 2 grants totaling $392K. Net investment income was $93K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

MedfordProvincetown

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$108K$217K$325K$434K20212022
Metric20222021
Total Assets$337,297
Revenue$93,821$42,531
Expenses$394,275$20,410
Qualifying Distributions$392,993
Net Investment Income$93,219$40,059
Distributable Amount$2,126$17,979

Giving Over Time

Total grant dollars and number of grants per year

$0$98K$196K$294K$392K2 grants20212 grants2022

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2022

TUFTS UNIVERSITY$196KUNIVERSALIST MEETING HOUSE$196K

Grant Size Distribution

4 grants across all recorded years

2<$50K$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2022 grants, the largest include Tufts University ($196,169), Universalist Meeting House ($196,169).

RecipientPurposeAmount
TUFTS UNIVERSITY MEDFORD, MAUNRESTRICTED GENERAL$196,169
UNIVERSALIST MEETING HOUSE PROVINCETOWN, MAUNRESTRICTED GENERAL$196,169

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

From 2022 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1

Frequently Asked Questions

Where does Simeon C Smith Trust operate?

Simeon C Smith Trust has awarded grants in Massachusetts.

What size grants does Simeon C Smith Trust award?

In 2022, Simeon C Smith Trust awarded 2 grants totaling $392K — an average of about $196K per grant, based on its IRS Form 990 filings.

How much is Simeon C Smith Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, Simeon C Smith Trust reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Simeon C Smith Trust's EIN?

Simeon C Smith Trust's EIN (Employer Identification Number) is 04-6008580. IRS Form 990 filing data is available on this page for 2021–2022.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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