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
Share of 2025 grant dollars across all 2 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was under $50K: 10 grants of 10 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Western New England University Springfield, MA | Unrestricted General | $7,500 |
| Worcester State Foundation Inc Worcester, MA | Unrestricted General | $7,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 28, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
- 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
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.
Here's the math on researching Trust Uw of Elizabeth B Smith by hand.
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