Smith Mr & Mrs Byron H Memorial Tr

SAINT LOUIS, MO EIN: 47-6021797

Smith Mr & Mrs Byron H Memorial Tr is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $564K in total assets. In 2024, it awarded 1 grants totaling $30K. Net investment income was $12K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$564K

-4.4% YoY

Annual Giving

$30K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$30K

+0.0% YoY

Under IRS private-foundation payout rules, Smith Mr & Mrs Byron H Memorial Tr reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

About Smith Mr & Mrs Byron H Memorial Tr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Nebraska $159K (100%)

States

Nebraska

Cities

Omaha

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$564,079	$589,925	$605,291
Revenue	$10,037	$19,982	$13,588
Expenses	$35,893	$35,466	$41,048
Qualifying Distributions	$31,730	$31,495	$36,453
Net Investment Income	$12,103	$16,080	$14,469
Distributable Amount	$28,378	$28,237	$29,914

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Presbyterian Church of Omaha ($30,000).

Recipient	Purpose	Amount
FIRST PRESBYTERIAN CHURCH OF OMAHA OMAHA, NE	GENERAL OPERATING	$30,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$4,347

Frequently Asked Questions

How large is Smith Mr & Mrs Byron H Memorial Tr?

As of 2024, Smith Mr & Mrs Byron H Memorial Tr holds $564K in total assets with $10K in annual revenue. It awarded 1 grants totaling $30K in 2024.

Where does Smith Mr & Mrs Byron H Memorial Tr operate?

Smith Mr & Mrs Byron H Memorial Tr has awarded grants in Nebraska.

What size grants does Smith Mr & Mrs Byron H Memorial Tr award?

In 2024, Smith Mr & Mrs Byron H Memorial Tr awarded 1 grants totaling $30K — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is Smith Mr & Mrs Byron H Memorial Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Smith Mr & Mrs Byron H Memorial Tr reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Smith Mr & Mrs Byron H Memorial Tr's EIN?

Smith Mr & Mrs Byron H Memorial Tr's EIN (Employer Identification Number) is 47-6021797. IRS Form 990 filing data is available on this page for 2020–2024.