Tr Ui 7 Will of Wm a Smith

DALLAS, TX EIN: 58-6082915

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 grants totaling $252K. Net investment income was $439K.

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 grants 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

1states

States

Cities

Atlanta

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$242K$484K$726K$968K20212022202320242025
Metric202520242023
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

Giving Over Time

Total grant dollars and number of grants per year

$0$65K$130K$194K$259K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

ST LUKE'S EPISCOPAL - HA…$252K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K1$100–250K4$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include St Luke's Episcopal - Hawkinssmith Fd ($252,092).

RecipientPurposeAmount
ST LUKE'S EPISCOPAL - HAWKINSSMITH FD ATLANTA, GAUNRESTRICTED GENERAL$252,092

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$38K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$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 grants 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 grants 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.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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