Tr Ui 7 Will of Wm a Smith
Tr Ui 7 Will of Wm a Smith is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.4M in total assets. In 2025, it awarded 1 grant totaling $252K. Net investment income was $439K.
Key facts about Tr Ui 7 Will of Wm a Smith
- EIN
- 58-6082915
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $252,092
- Grants made (2025)
- 1
- Average grant
- $252,092
- Median grant
- $252,092
- Total assets
- $4,353,442
- Primary geography
- Georgia (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
How Tr Ui 7 Will of Wm a Smith gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Tr Ui 7 Will of Wm a Smith
- How to evaluate Tr Ui 7 Will of Wm a Smith as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Tr Ui 7 Will of Wm a Smith with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.4M
+3.6% YoY
Annual Giving
$252K
-1.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$252K
-1.9% YoY
Under IRS private-foundation payout rules, Tr Ui 7 Will of Wm a Smith reported a distributable amount of $263K for 2025 — the minimum it must pay out in qualifying distributions.
About Tr Ui 7 Will of Wm a Smith
Based on IRS filings
Tr Ui 7 Will of Wm a Smith is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.4M in total assets. In 2025, it awarded 1 grant totaling $252K. Net investment income was $439K.
Ready to take the next step with Tr Ui 7 Will of Wm a Smith?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,353,442 | $4,201,598 | $4,202,399 |
| Revenue | $467,977 | $177,047 | $-14,947 |
| Expenses | $302,106 | $308,109 | $332,916 |
| Qualifying Distributions | $267,924 | $275,515 | $277,756 |
| Net Investment Income | $438,952 | $117,603 | $73,518 |
| Distributable Amount | $263,044 | $246,915 | $233,600 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include St Luke's Episcopal - Hawkinssmith FD ($252,092).
| Recipient | Purpose | Amount |
|---|---|---|
| ST LUKE'S EPISCOPAL - HAWKINSSMITH FD Atlanta, GA | UNRESTRICTED GENERAL | $252,092 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bank of America | Trustee | 1 | $38,329 |
Frequently Asked Questions
How large is Tr Ui 7 Will of Wm a Smith?
As of 2025, Tr Ui 7 Will of Wm a Smith holds $4.4M in total assets with $468K in annual revenue. It awarded 1 grant totaling $252K in 2025.
Where does Tr Ui 7 Will of Wm a Smith operate?
Tr Ui 7 Will of Wm a Smith has awarded grants in Georgia.
What size grants does Tr Ui 7 Will of Wm a Smith award?
In 2025, Tr Ui 7 Will of Wm a Smith awarded 1 grant totaling $252K — an average of about $252K per grant, based on its IRS Form 990 filings.
How much is Tr Ui 7 Will of Wm a Smith required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Tr Ui 7 Will of Wm a Smith reported a distributable amount of $263K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tr Ui 7 Will of Wm a Smith's EIN?
Tr Ui 7 Will of Wm a Smith's EIN (Employer Identification Number) is 58-6082915. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Tr Ui 7 Will of Wm a Smith's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Shell USA Company Foundation
Houston, TX
Assets
$52.3M
Grants
4,650
Total Given
$16.0M
Texas Instruments Foundation
Dallas, TX
Assets
$73.0M
Grants
4,484
Total Given
$22.6M
Communities Foundation of Texas Inc
Dallas, TX
Assets
$1.2B
Grants
2,209
Total Given
$209.2M
Greater Houston Community Foundation
Houston, TX
Assets
$1.1B
Grants
1,724
Total Given
$232.3M
Celanese Foundation
Irving, TX
Assets
—
Grants
1,423
Total Given
$1.8M
Once Upon a Time Foundation
Fort Worth, TX
Assets
$276.7M
Grants
1,039
Total Given
$10.7M
Baker Hughes Foundation
Houston, TX
Assets
$2.2M
Grants
990
Total Given
$3.2M
BNSF Railway Foundation
Fort Worth, TX
Assets
—
Grants
993
Total Given
$7.0M
Community Foundation of North Texas (Tax
Fort Worth, TX
Assets
$544.9M
Grants
872
Total Given
$41.3M
The Houston Food Bank
Houston, TX
Assets
$164.4M
Grants
866
Total Given
$282.6M
Michael & Susan Dell Foundation
Austin, TX
Assets
—
Grants
835
Total Given
$164.6M
American Heart Association Inc
Dallas, TX
Assets
$2.0B
Grants
833
Total Given
$198.2M
More Funders in Texas
Data last updated September 2026. Sourced from IRS Form 990-PF filings.