Smith Clifford Char Tr Uw

DALLAS, TX EIN: 06-6129222

Smith Clifford Char Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $799K in total assets. In 2024, it awarded 6 grants totaling $39K. Net investment income was $18K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$799K

+0.2% YoY

Annual Giving

$39K

+41.6% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$7K

+41.6% YoY

About Smith Clifford Char Tr Uw

Based on IRS filings

Smith Clifford Char Tr Uw is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $799K in total assets. In 2024, it awarded 6 grants totaling $39K. Net investment income was $18K.

Ready to take the next step with Smith Clifford Char Tr Uw?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

East HartfordHartfordMiddletownOklahoma CitySt Petersburg

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$44K$87K$131K$175K2021202220232024
Metric202420232022
Total Assets$799,281$797,932$833,768
Revenue$29,618$-3,747$158,886
Expenses$55,047$45,703$66,782
Qualifying Distributions$45,164$33,186$56,479
Net Investment Income$17,828$8,837$147,856
Distributable Amount$46,052$42,511$44,807

Giving Over Time

Total grant dollars and number of grants per year

$0$12K$24K$37K$49K6 grants20216 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

MIDDLESEX MEMORIAL HOSPI…$18KMIDDLESEX HOSPITAL HOMEC…$11KCONNECTICUT RIVERS COUNCIL$3KAMERICAN CANCER SOCIETY …$3KAMERICAN HEART ASSOCIATI…$3KCONNECTICUT CHILDRENS ME…$3K

Grant Size Distribution

24 grants across all recorded years

24<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$13K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$12,975

Related Funders

Similar funders by location and focus area

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

What could you do with Smith Clifford Char Tr Uw on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities