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

+0.0% YoY

Avg Grant Size

$7K

+41.6% YoY

Under IRS private-foundation payout rules, Smith Clifford Char Tr Uw reported a distributable amount of $46K for 2024 — the minimum it must pay out in qualifying distributions.

About Smith Clifford Char Tr Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $133K (87%)

Florida $10K (7%)

Oklahoma $10K (7%)

States

Connecticut Florida Oklahoma

Cities

East HartfordHartfordMiddletownOklahoma CitySt Petersburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

24 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Middlesex Memorial Hospital ($18,417), Middlesex Hospital Homecare ($10,525), Connecticut Rivers Council ($2,633).

Recipient	Purpose	Amount
MIDDLESEX HOSPITAL HOMECARE MIDDLETOWN, CT	UNRESTRICTED GENERAL	$10,525
MIDDLESEX MEMORIAL HOSPITAL MIDDLETOWN, CT	UNRESTRICTED GENERAL	$18,417
CONNECTICUT RIVERS COUNCIL EAST HARTFORD, CT	UNRESTRICTED GENERAL	$2,633
AMERICAN CANCER SOCIETY INC OKLAHOMA CITY, OK	UNRESTRICTED GENERAL	$2,633
AMERICAN HEART ASSOCIATION INC ST PETERSBURG, FL	UNRESTRICTED GENERAL	$2,633
CONNECTICUT CHILDRENS MED CTR HARTFORD, CT	UNRESTRICTED GENERAL	$2,633

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$12,975

Frequently Asked Questions

How large is Smith Clifford Char Tr Uw?

As of 2024, Smith Clifford Char Tr Uw holds $799K in total assets with $30K in annual revenue. It awarded 6 grants totaling $39K in 2024.

Where does Smith Clifford Char Tr Uw operate?

Smith Clifford Char Tr Uw has awarded grants in Connecticut, Florida, Oklahoma.

What size grants does Smith Clifford Char Tr Uw award?

In 2024, Smith Clifford Char Tr Uw awarded 6 grants totaling $39K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Smith Clifford Char Tr Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Smith Clifford Char Tr Uw reported a distributable amount of $46K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.