Tuw Zella M Smith Scholarship Trust

Private foundation · Grantmaker 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 2026. In 2026, it awarded 1 grant totaling $383K. Net investment income was $90K.

Key facts about Tuw Zella M Smith Scholarship Trust

In short: Tuw Zella M Smith Scholarship Trust gave $383K across 1 grant in 2026 (avg $383K), mostly in California. Source: 2026 IRS Form 990-PF.

EIN
95-3653710
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$383,485
Grants made (2026)
1
Average grant
$383,485
Median grant
$383,485
Primary geography
California (100% of itemized 2026 grant dollars)

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

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$383K

+1918.3% YoY

Grant Count

1

-94.7% YoY

Avg Grant Size

$383K

+38248.5% YoY

Under IRS private-foundation payout rules, Tuw Zella M Smith Scholarship Trust reported a distributable amount of $6K for 2026 — the minimum it must pay out in qualifying distributions.

How Tuw Zella M Smith Scholarship Trust gives

  • Giving grew 2639% from 2023 to 2026. Method
  • In 2026 it paid out well above 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

3states

Share of the 2026 grant dollars on its one itemized grant.

Cities

FallbrookBonsallBoulderMeniffeSan DiegoTemeculaWaddell

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K8 grants2020 5 grants2021 8 grants2022 8 grants2023 20 grants2024 19 grants2025 1 grant2026

From 2020 to 2026, annual grant giving ranged from $8K (2020) to $383K (2026). In 2026 it made 1 grant totaling $383K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2026

Fallbrook Union High School: $383KFallbrook Union High School$383K

The largest 2026 recipient was Fallbrook Union High School ($383K).

Grant Size Distribution

56 grants across all recorded years

55<$50K$50–100K$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 55 grants of 56 (98%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Fallbrook Union High School Fallbrook, CAUnrestricted General$383,485

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets—$299,405$302,478
Revenue$92,556$30,290$12,453
Expenses$390,283$34,456$26,372
Qualifying Distributions$385,401$29,935$22,369
Net Investment Income$89,630$25,708$7,545
Distributable Amount$6,255$17,533$16,439

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS June 26, 2026)
  2. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Tuw Zella M Smith Scholarship Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).

Officers on the 2026 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $6K (2022) → $2K (2026)

Former officers (1)
  • Former: Bank Of America N A (2020–2021) — Trustee

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Bank of America — Trustee: $2KBank of AmericaTrustee$2K

The highest reported compensation on the 2026 filing was $2K, to Bank of America (Trustee).

Frequently asked questions about Tuw Zella M Smith Scholarship Trust

How much does Tuw Zella M Smith Scholarship Trust give each year?

Tuw Zella M Smith Scholarship Trust gave $383K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $19K across 19 grants.

Where does Tuw Zella M Smith Scholarship Trust operate?

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

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 2026, Tuw Zella M Smith Scholarship Trust reported a distributable amount of $6K 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 2020–2026.

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

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