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.
Tr Ui 7 Will of Wm a Smith at a glance
In short: Tr Ui 7 Will of Wm a Smith gave $252K across 1 grant in 2025 (avg $252K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $252,092
- -1.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $252,092
- -1.9% vs 2024
- Median grant
- $252,092
- Total assets
- $4,353,442
- +3.6% vs 2024
- Primary geography
- Georgia (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 Tr Ui 7 Will of Wm a Smith funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was St Luke's Episcopal - Hawkinssmith FD ($252K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 4 grants of 5 (80%).
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 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $217K (2021) to $259K (2023). In 2025 it made 1 grant totaling $252K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Luke's Episcopal - Hawkinssmith FD Atlanta, GA | Unrestricted General | $252,092 |
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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 | $4,353,442 | $467,977 | $302,106 | $252,092 | 1 | $267,924 | $438,952 | $263,044 |
| 2024 | $4,201,598 | $177,047 | $308,109 | $257,100 | 1 | $275,515 | $117,603 | $246,915 |
| 2023 | $4,202,399 | $-14,947 | $332,916 | $259,125 | 1 | $277,756 | $73,518 | $233,600 |
| 2022 | $4,480,572 | $831,775 | $308,815 | $252,486 | 1 | $272,488 | $879,665 | $250,969 |
| 2021 | $4,561,681 | $225,741 | $285,109 | $217,122 | 1 | — | $165,635 | $251,886 |
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.
Leadership & Key People
Officers and directors from IRS filings
Tr Ui 7 Will of Wm a Smith'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
$49K (2022) → $38K (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 $38K, to Bank of America (Trustee).
Frequently asked questions about Tr Ui 7 Will of Wm a Smith
How much does Tr Ui 7 Will of Wm a Smith give each year?
Tr Ui 7 Will of Wm a Smith gave $252K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $257K across 1 grant.
How large is Tr Ui 7 Will of Wm a Smith?
Tr Ui 7 Will of Wm a Smith reported $4.4M in total assets on its 2025 IRS Form 990-PF. It paid out $268K in qualifying distributions that year, against a required minimum of $263K (roughly 5% of its investment assets).
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 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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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