Smith ML Charitable Irrv Tr FBO Animal Rescue
Smith ML Charitable Irrv Tr FBO Animal Rescue is a private foundation, based in Orlando, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $984K in total assets. In 2025, it awarded 1 grant totaling $38K. Net investment income was $70K.
Smith ML Charitable Irrv Tr FBO Animal Rescue at a glance
In short: Smith ML Charitable Irrv Tr FBO Animal Rescue gave $38K across 1 grant in 2025 (avg $38K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $38,367
- +23.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $38,367
- +23.9% vs 2024
- Median grant
- $38,367
- Total assets
- $983,923
- +2.3% vs 2024
- Primary geography
- Pennsylvania (100% 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 ML Charitable Irrv Tr FBO Animal Rescue funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Animal Rescue League of ($38K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Smith ML Charitable Irrv Tr FBO Animal Rescue gives
- Giving fell 21% from 2022 to 2025. Method
- In 2025 it paid out 79% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2025, annual grant giving ranged from $28K (2023) to $49K (2022). In 2025 it made 1 grant totaling $38K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Animal Rescue League of Birdsboro, PA | General Operating | $38,367 |
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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 | $983,923 | $76,064 | $53,400 | $38,367 | 1 | $45,503 | $69,854 | $57,895 |
| 2024 | $961,451 | $81,651 | $44,105 | $30,967 | 1 | $38,134 | $75,563 | $54,292 |
| 2023 | $923,794 | $-31,227 | $38,345 | $28,180 | 1 | $33,178 | $14,763 | $47,256 |
| 2022 | $993,455 | $30,396 | $61,619 | $48,663 | 1 | $54,100 | $24,148 | $48,936 |
| 2021 | $1,022,636 | $150,524 | $66,476 | $48,663 | 1 | $54,785 | $144,110 | $54,499 |
| 2020 | $940,017 | $202,258 | $59,216 | $48,663 | 1 | — | $196,636 | $45,038 |
Under IRS private-foundation payout rules, Smith ML Charitable Irrv Tr FBO Animal Rescue reported a distributable amount of $58K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Smith ML Charitable Irrv Tr FBO Animal Rescue's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
5 hrs/week
$12K (2021) → $11K (2025)
Former officers (1)
- Former: Branch Banking and Trust Co (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $11K, to Truist Bank (Trustee).
Frequently asked questions about Smith ML Charitable Irrv Tr FBO Animal Rescue
How much does Smith ML Charitable Irrv Tr FBO Animal Rescue give each year?
Smith ML Charitable Irrv Tr FBO Animal Rescue gave $38K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $31K across 1 grant.
How large is Smith ML Charitable Irrv Tr FBO Animal Rescue?
Smith ML Charitable Irrv Tr FBO Animal Rescue reported $984K in total assets on its 2025 IRS Form 990-PF. It paid out $46K in qualifying distributions that year, against a required minimum of $58K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Smith ML Charitable Irrv Tr FBO Animal Rescue operate?
Smith ML Charitable Irrv Tr FBO Animal Rescue has awarded grants in Pennsylvania.
What is Smith ML Charitable Irrv Tr FBO Animal Rescue's EIN?
Smith ML Charitable Irrv Tr FBO Animal Rescue's EIN (Employer Identification Number) is 45-7026483. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2020–2025
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