Trust Uw of Elizabeth B Smith

Private foundation · Grantmaker Dallas, TX EIN: 04-6033567

Trust Uw of Elizabeth B Smith is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $225K in total assets. In 2025, it awarded 2 grants totaling $15K. Net investment income was $22K.

Key facts about Trust Uw of Elizabeth B Smith

In short: Trust Uw of Elizabeth B Smith gave $15K across 2 grants in 2025 (avg $8K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6033567
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$15,000
Grants made (2025)
2
Average grant
$7,500
Median grant
$7,500
Total assets
$224,549
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$225K

+1.7% YoY

Annual Giving

$15K

+50.0% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$8K

+50.0% YoY

Under IRS private-foundation payout rules, Trust Uw of Elizabeth B Smith reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.

How Trust Uw of Elizabeth B Smith gives

  • Giving fell 35% from 2022 to 2025. Method
  • In 2025 it paid out 128% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

SpringfieldAhmerstSouth HadleySyracuseChestnut HillNashvilleSteubenvilleWorcester

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K5 grants2020 2 grants2021 4 grants2022 0 grants2023 2 grants2024 2 grants2025

From 2020 to 2025, annual grant giving ranged from $5K (2021) to $23K (2022). In 2025 it made 2 grants totaling $15K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Western New England University: $8KWestern New England University$8KWorcester State Foundation Inc: $8KWorcester State Foundation Inc$8K

The largest 2025 recipient was Western New England University ($8K). Together the top 2 received $15K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Western New England University Springfield, MAUnrestricted General$7,500
Worcester State Foundation Inc Worcester, MAUnrestricted General$7,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$224,549$220,892$220,170
Revenue$26,039$8,115$-1,411
Expenses$20,881$15,394$5,262
Qualifying Distributions$17,262$12,150$1,993
Net Investment Income$22,344$4,234$2,210
Distributable Amount$13,524$12,952$11,498

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS January 21, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS February 28, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 28, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Trust Uw of Elizabeth B Smith's only listed officer is Bank Of America N A, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Bank Of America N A

    Trustee

    On filings since 2020

    1 hr/week

    $3K (2020) → $4K (2025)

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

Bank of America N a — Trustee: $4KBank of America N aTrustee$4K

The highest reported compensation on the 2025 filing was $4K, to Bank of America N a (Trustee).

Frequently asked questions about Trust Uw of Elizabeth B Smith

How much does Trust Uw of Elizabeth B Smith give each year?

Trust Uw of Elizabeth B Smith gave $15K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 2 grants.

How large is Trust Uw of Elizabeth B Smith?

Trust Uw of Elizabeth B Smith reported $225K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).

What is Trust Uw of Elizabeth B Smith?

Trust Uw of Elizabeth B Smith is a private foundation focused on Education, based in Dallas, TX. It holds $225K in total assets as of 2025.

Where does Trust Uw of Elizabeth B Smith operate?

Trust Uw of Elizabeth B Smith has awarded grants in Massachusetts, New York, Ohio, Tennessee.

What is Trust Uw of Elizabeth B Smith's EIN?

Trust Uw of Elizabeth B Smith's EIN (Employer Identification Number) is 04-6033567. 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.

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