Tuw Zella M Smith Scholarship Trust

DALLAS, TX EIN: 95-3653710

Tuw Zella M Smith Scholarship Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $299K in total assets. In 2025, it awarded 19 grants totaling $19K. Net investment income was $26K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$299K

-1.0% YoY

Annual Giving

$19K

-5.0% YoY

Grant Count

19

-5.0% YoY

Avg Grant Size

$1K

+0.0% YoY

Under IRS private-foundation payout rules, Tuw Zella M Smith Scholarship Trust reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.

About Tuw Zella M Smith Scholarship Trust

Based on IRS filings

Tuw Zella M Smith Scholarship Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $299K in total assets. In 2025, it awarded 19 grants totaling $19K. Net investment income was $26K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BonsallBoulderFallbrookMeniffeSan DiegoTemeculaWaddell

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$18K$37K$55K$73K202020212022202320242025
Metric202520242023
Total Assets$299,405$302,478$316,846
Revenue$30,290$12,453$-6,896
Expenses$34,456$26,372$22,695
Qualifying Distributions$29,935$22,369$16,994
Net Investment Income$25,708$7,545$1,505
Distributable Amount$17,533$16,439$16,469

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K8 grants20205 grants20218 grants20228 grants202320 grants202419 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

HAYLEE DUARTE$1KJAMISON EWIG$1KDANIEL GUZMAN SOSA$1KPERLA M LOMELI$1KAVERY LYNAS$1KERIC MACIAS$1KJOANNA MENDEZ$1KALEXA MOYA$1KPRESTON MCCARTHY$1KJORDAN O'FARRELL$1K

Grant Size Distribution

60 grants across all recorded years

60<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Haylee Duarte ($1,000), Jamison Ewig ($1,000), Daniel Guzman Sosa ($1,000).

RecipientPurposeAmount
HAYLEE DUARTE FALLBROOK, CASCHOLARSHIP$1,000
JAMISON EWIG FALLBROOK, CASCHOLARSHIP$1,000
DANIEL GUZMAN SOSA FALLBROOK, CASCHOLARSHIP$1,000
PERLA M LOMELI FALLBROOK, CASCHOLARSHIP$1,000
AVERY LYNAS FALLBROOK, CASCHOLARSHIP$1,000
ERIC MACIAS FALLBROOK, CASCHOLARSHIP$1,000
JOANNA MENDEZ FALLBROOK, CASCHOLARSHIP$1,000
ALEXA MOYA MENIFFE, CASCHOLARSHIP$1,000
PRESTON MCCARTHY FALLBROOK, CASCHOLARSHIP$1,000
JORDAN O'FARRELL FALLBROOK, CASCHOLARSHIP$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$5K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$5,078

Frequently Asked Questions

How large is Tuw Zella M Smith Scholarship Trust?

As of 2025, Tuw Zella M Smith Scholarship Trust holds $299K in total assets with $30K in annual revenue. It awarded 19 grants totaling $19K in 2025.

Where does Tuw Zella M Smith Scholarship Trust operate?

Tuw Zella M Smith Scholarship Trust has awarded grants in Arizona, California, Colorado.

What size grants does Tuw Zella M Smith Scholarship Trust award?

In 2025, Tuw Zella M Smith Scholarship Trust awarded 19 grants totaling $19K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Tuw Zella M Smith Scholarship Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Tuw Zella M Smith Scholarship Trust reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Tuw Zella M Smith Scholarship Trust's EIN?

Tuw Zella M Smith Scholarship Trust's EIN (Employer Identification Number) is 95-3653710. IRS Form 990 filing data is available on this page for 2020–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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