Smith Clifford Char Tr Uw
Smith Clifford Char Tr Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $820K in total assets. In 2025, it awarded 6 grants totaling $46K. Net investment income was $71K.
Smith Clifford Char Tr Uw at a glance
In short: Smith Clifford Char Tr Uw gave $46K across 6 grants in 2025 (avg $8K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $45,929
- +16.4% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $7,655
- +16.4% vs 2024
- Median grant
- $3,063
- Total assets
- $819,956
- +2.6% vs 2024
- Primary geography
- Connecticut (87% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Smith Clifford Char Tr Uw funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Middlesex Memorial Hospital ($21K). Together the top 6 received $46K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Smith Clifford Char Tr Uw gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 111% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $28K (2023) to $49K (2022). In 2025 it made 6 grants totaling $46K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Middlesex Memorial Hospital Middletown, CT | Unrestricted General | $21,432 |
| Middlesex Hospital Homecare Middletown, CT | Unrestricted General | $12,245 |
| Connecticut Rivers Council East Hartford, CT | Unrestricted General | $3,063 |
| American Cancer Society Inc Oklahoma City, OK | Unrestricted General | $3,063 |
| American Heart Association Inc St Petersburg, FL | Unrestricted General | $3,063 |
| Connecticut Childrens Medical Ctr- CMCC Hartford, CT | Unrestricted General | $3,063 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $819,956 | $82,040 | $64,593 | $45,929 | 6 | $53,956 | $70,704 | $48,677 |
| 2024 | $799,281 | $29,618 | $55,047 | $39,474 | 6 | $45,164 | $17,828 | $46,052 |
| 2023 | $797,932 | $-3,747 | $45,703 | $27,870 | 6 | $33,186 | $8,837 | $42,511 |
| 2022 | $833,768 | $158,886 | $66,782 | $48,677 | 6 | $56,479 | $147,856 | $44,807 |
| 2021 | $875,164 | $58,799 | $55,244 | $37,184 | 6 | — | $48,709 | $49,449 |
Under IRS private-foundation payout rules, Smith Clifford Char Tr Uw reported a distributable amount of $49K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Smith Clifford Char Tr Uw'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
$14K (2022) → $14K (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 $14K, to Bank of America (Trustee).
Frequently asked questions about Smith Clifford Char Tr Uw
How much does Smith Clifford Char Tr Uw give each year?
Smith Clifford Char Tr Uw gave $46K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $39K across 6 grants.
What is Smith Clifford Char Tr Uw's typical grant size?
Smith Clifford Char Tr Uw's median grant in 2025 was $3,063, and its average grant was $7,655, across 6 grants on its 2025 IRS Form 990-PF.
Where does Smith Clifford Char Tr Uw give grants?
Smith Clifford Char Tr Uw gives mostly in Connecticut: 87% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Oklahoma (7%) and Florida (7%). The most frequent recipient cities were Middletown, CT (2 grants).
Does Smith Clifford Char Tr Uw give general operating support?
Yes: 100% of Smith Clifford Char Tr Uw's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Smith Clifford Char Tr Uw's largest grantees?
Smith Clifford Char Tr Uw's largest 2025 grantees include Middlesex Memorial Hospital ($21,432), Middlesex Hospital Homecare ($12,245) and Connecticut Rivers Council ($3,063), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.
How large is Smith Clifford Char Tr Uw?
Smith Clifford Char Tr Uw reported $820K in total assets on its 2025 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $49K (roughly 5% of its investment assets).
What is Smith Clifford Char Tr Uw's EIN?
Smith Clifford Char Tr Uw's EIN (Employer Identification Number) is 06-6129222. 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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 1, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
- IRS filings on file for fiscal years 2021–2025
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