Tr Uw Ernest G Smith
Tr Uw Ernest G Smith is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $281K in total assets. In 2025, it awarded 1 grant totaling $11K. Net investment income was $26K.
Tr Uw Ernest G Smith at a glance
In short: Tr Uw Ernest G Smith gave $11K across 1 grant in 2025 (avg $11K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $11,289
- -14.6% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $11,289
- -14.6% vs 2024
- Median grant
- $11,289
- Total assets
- $281,257
- +4.5% vs 2024
- Primary geography
- Massachusetts (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 Uw Ernest G Smith funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Winchendon HLTH Foundation Inc ($11K).
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 Tr Uw Ernest G Smith gives
- Giving fell 32% from 2022 to 2025. Method
- In 2025 it paid out 84% 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 $10K (2023) to $17K (2022). In 2025 it made 1 grant totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Winchendon HLTH Foundation Inc Winchendon, MA | Unrestricted General | $11,289 |
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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 | $281,257 | $29,654 | $17,706 | $11,289 | 1 | $13,587 | $26,020 | $16,240 |
| 2024 | $269,227 | $27,864 | $18,925 | $13,225 | 1 | $15,407 | $24,169 | $15,310 |
| 2023 | $260,573 | $7,962 | $14,407 | $9,520 | 1 | $11,352 | $4,802 | $13,997 |
| 2022 | $267,129 | $-6,445 | $23,103 | $16,572 | 1 | $18,647 | $2,402 | $14,501 |
| 2021 | $296,666 | $61,156 | $17,349 | $11,410 | 1 | $13,527 | $57,461 | $16,186 |
| 2020 | $252,556 | $22,922 | $19,061 | $14,116 | 1 | — | $19,990 | $13,866 |
Under IRS private-foundation payout rules, Tr Uw Ernest G Smith reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr Uw Ernest G Smith's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$5K (2021) → $5K (2025)
Former officers (1)
- Former: Bank Of America N A (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 $5K, to Bank of America (Trustee).
Frequently asked questions about Tr Uw Ernest G Smith
How much does Tr Uw Ernest G Smith give each year?
Tr Uw Ernest G Smith gave $11K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 1 grant.
How large is Tr Uw Ernest G Smith?
Tr Uw Ernest G Smith reported $281K in total assets on its 2025 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $16K (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 Tr Uw Ernest G Smith operate?
Tr Uw Ernest G Smith has awarded grants in Massachusetts.
What is Tr Uw Ernest G Smith's EIN?
Tr Uw Ernest G Smith's EIN (Employer Identification Number) is 04-6019829. 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
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 25, 2026)
- IRS filings on file for fiscal years 2020–2024
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