Wm Smith Fbo Masonic Home-irr Tr

ORLANDO, FL EIN: 54-6388680

Wm Smith Fbo Masonic Home-irr Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $589K in total assets. In 2025, it awarded 1 grants totaling $26K. Net investment income was $28K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$589K

-0.3% YoY

Annual Giving

$26K

+7.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$26K

+7.0% YoY

Under IRS private-foundation payout rules, Wm Smith Fbo Masonic Home-irr Tr reported a distributable amount of $34K for 2025 — the minimum it must pay out in qualifying distributions.

About Wm Smith Fbo Masonic Home-irr Tr

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Wm Smith Fbo Masonic Home-irr Tr?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $130K (100%)

States

Virginia

Cities

Richmond

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$588,760	$590,696	$627,306
Revenue	$31,516	$-3,029	$39,676
Expenses	$33,346	$33,686	$41,834
Qualifying Distributions	$30,563	$29,866	$35,069
Net Investment Income	$28,462	$10,248	$34,311
Distributable Amount	$34,375	$31,601	$31,146

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 Masonic Home of Virginia Inc ($26,390).

Recipient	Purpose	Amount
MASONIC HOME OF VIRGINIA INC RICHMOND, VA	GENERAL OPERATING	$26,390

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	1	$5,346

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Wm Smith Fbo Masonic Home-irr Tr?

Wm Smith Fbo Masonic Home-irr Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $589K in total assets as of 2025.

How large is Wm Smith Fbo Masonic Home-irr Tr?

As of 2025, Wm Smith Fbo Masonic Home-irr Tr holds $589K in total assets with $32K in annual revenue. It awarded 1 grants totaling $26K in 2025.

Where does Wm Smith Fbo Masonic Home-irr Tr operate?

Wm Smith Fbo Masonic Home-irr Tr has awarded grants in Virginia.

What size grants does Wm Smith Fbo Masonic Home-irr Tr award?

In 2025, Wm Smith Fbo Masonic Home-irr Tr awarded 1 grants totaling $26K — an average of about $26K per grant, based on its IRS Form 990 filings.

How much is Wm Smith Fbo Masonic Home-irr Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Wm Smith Fbo Masonic Home-irr Tr reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Wm Smith Fbo Masonic Home-irr Tr's EIN?

Wm Smith Fbo Masonic Home-irr Tr's EIN (Employer Identification Number) is 54-6388680. IRS Form 990 filing data is available on this page for 2021–2025.