Tr Uw Wesley Smith Charitable Trust

DALLAS, TX EIN: 58-6284321

Tr Uw Wesley Smith Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $481K in total assets. In 2025, it awarded 1 grants totaling $24K. Net investment income was $38K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$481K

+2.5% YoY

Annual Giving

$24K

+30.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$24K

+30.0% YoY

Under IRS private-foundation payout rules, Tr Uw Wesley Smith Charitable Trust reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.

About Tr Uw Wesley Smith Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $114K (100%)

States

Georgia

Cities

Atlanta

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$480,986	$469,243	$476,673
Revenue	$45,289	$17,532	$-9,479
Expenses	$34,637	$27,813	$35,719
Qualifying Distributions	$28,035	$22,083	$27,626
Net Investment Income	$38,453	$10,317	$4,341
Distributable Amount	$27,862	$25,561	$24,781

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 include Georgia Tech Foundation Inc ($24,304).

Recipient	Purpose	Amount
GEORGIA TECH FOUNDATION INC ATLANTA, GA	UNRESTRICTED GENERAL	$24,304

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$8,079

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Tr Uw Wesley Smith Charitable Trust?

Tr Uw Wesley Smith Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $481K in total assets as of 2025.

How large is Tr Uw Wesley Smith Charitable Trust?

As of 2025, Tr Uw Wesley Smith Charitable Trust holds $481K in total assets with $45K in annual revenue. It awarded 1 grants totaling $24K in 2025.

Where does Tr Uw Wesley Smith Charitable Trust operate?

Tr Uw Wesley Smith Charitable Trust has awarded grants in Georgia.

What size grants does Tr Uw Wesley Smith Charitable Trust award?

In 2025, Tr Uw Wesley Smith Charitable Trust awarded 1 grants totaling $24K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is Tr Uw Wesley Smith Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Tr Uw Wesley Smith Charitable Trust reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tr Uw Wesley Smith Charitable Trust's EIN?

Tr Uw Wesley Smith Charitable Trust's EIN (Employer Identification Number) is 58-6284321. IRS Form 990 filing data is available on this page for 2020–2025.