Tr Uw H L Smithacharitable Tr
Tr Uw H L Smithacharitable Tr is a private foundation focused on Education, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 2 grants totaling $126K. Net investment income was $151K.
Tr Uw H L Smithacharitable Tr at a glance
In short: Tr Uw H L Smithacharitable Tr gave $126K across 2 grants in 2025 (avg $63K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $126,260
- +9.7% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $63,130
- +9.7% vs 2024
- Median grant
- $63,130
- Total assets
- $2,552,270
- +0.5% vs 2024
- Primary geography
- Georgia (98% 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 H L Smithacharitable Tr funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Georgia Institute of Technology ($124K). Together the top 2 received $126K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 5 grants of 10 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Tr Uw H L Smithacharitable Tr gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 96% 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 2019 to 2025, annual grant giving ranged from $113K (2020) to $134K (2022). In 2025 it made 2 grants totaling $126K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Georgia Institute of Technology Atlanta, GA | General Purpose | $124,260 |
| The Principia Corporation St. Louis, MO | Scholarship | $2,000 |
Ready to take the next step with Tr Uw H L Smithacharitable Tr?
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 | $2,552,270 | $162,189 | $150,031 | $126,260 | 2 | $137,889 | $151,173 | $143,911 |
| 2024 | $2,540,409 | $224,977 | $139,181 | $115,055 | 2 | $125,918 | $214,765 | $137,123 |
| 2023 | $2,453,860 | $162,945 | $141,567 | $121,594 | 2 | $131,831 | $154,171 | $125,292 |
| 2022 | $2,432,010 | $68,505 | $157,124 | $133,693 | 2 | $144,384 | $59,175 | $132,285 |
| 2021 | $2,515,549 | $292,948 | $136,764 | $115,330 | 2 | $126,885 | $282,475 | $145,248 |
| 2020 | $2,363,524 | $82,288 | $133,868 | $113,462 | 2 | — | $74,179 | $125,521 |
| 2019 | $2,415,920 | $185,979 | $139,621 | $114,260 | 2 | — | $177,214 | $123,669 |
Under IRS private-foundation payout rules, Tr Uw H L Smithacharitable Tr reported a distributable amount of $144K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr Uw H L Smithacharitable Tr's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
1 hr/week
$18K (2021) → $20K (2025)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $20K, to Truist Bank (Trustee).
Frequently asked questions about Tr Uw H L Smithacharitable Tr
How much does Tr Uw H L Smithacharitable Tr give each year?
Tr Uw H L Smithacharitable Tr gave $126K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $115K across 2 grants.
How large is Tr Uw H L Smithacharitable Tr?
Tr Uw H L Smithacharitable Tr reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $138K in qualifying distributions that year, against a required minimum of $144K (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.
What is Tr Uw H L Smithacharitable Tr?
Tr Uw H L Smithacharitable Tr is a private foundation focused on Education, based in Orlando, FL. It holds $2.6M in total assets as of 2025.
Where does Tr Uw H L Smithacharitable Tr operate?
Tr Uw H L Smithacharitable Tr has awarded grants in Georgia, Missouri.
What is Tr Uw H L Smithacharitable Tr's EIN?
Tr Uw H L Smithacharitable Tr's EIN (Employer Identification Number) is 58-6299801. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Tr Uw H L Smithacharitable Tr's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Florida
IBM International Foundation
Armonk, NY
The IBM International Foundation funds education and workforce programs that build 21st-century and technology job skills, including initiatives for underserved students and job seekers. Its 2024 grants ranged from $10,000 to $8.48 million, with a median of $100,000, and went to organizations across several U.S. states, especially Delaware and Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$357.7M
Grants
16
Total Given
$11.7M
Ross Foundation
Kansas City, MO
The Ross Foundation supports organizations in areas including health, food assistance, education, and environmental sustainability; its 2025 grants went to recipients in Missouri. Grants ranged from $1,000 to $30,000, with a median of $5,000. The foundation lists no prescribed application form or deadline; contact Bill Sheets to apply.
Assets
$2.3M
Grants
38
Total Given
$261K
US Russia Foundation for Economic Advancement and the Rule of Law
Washington, DC
The U.S. Russia Foundation funds rule-of-law initiatives, independent Russian media and free enterprise, and Russian civil society and expertise on Russia. In 2025, grants ranged from $9,672 to $275,000, with a median of $70,550; it supports work in Russia and abroad and welcomes proposals from organizations in the United States and other countries.
Assets
$210.6M
Grants
32
Total Given
$3.0M
The Annexstad Family Foundation
Alpharetta, GA
The foundation funds undergraduate scholarships for students who have overcome difficult circumstances, providing support through partner colleges and universities across the United States. In 2025, its 54 grants ranged from $2,065 to $1 million, with a median of $43,875. It does not accept unsolicited requests; partner institutions select scholarship recipients.
Assets
$32.6M
Grants
54
Total Given
$3.2M
Audio Engineering Society
New York, NY
The AES Educational Foundation funds graduate scholarships for students pursuing audio engineering or a related field, with 2024 awards ranging from $1,000 to $10,000 and a median of $2,000. Its grants have gone to recipients and institutions in the United States, Canada, and Ecuador. The profile states that applications can be obtained from the AES website or headquarters.
Assets
$81K
Grants
10
Total Given
$38K
The Elliston Foundation
Dallas, TX
Assets
$2.0M
Grants
9
Total Given
$45K
More similar funders
More Funders in Florida
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Tr Uw H L Smithacharitable Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Tr Uw H L Smithacharitable Tr down — hundreds of funders to go?