Wm Smith FBO Masonic Home-Irr Tr
Wm Smith FBO Masonic Home-Irr Tr is a private foundation, based in Orlando, FL. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $613K in total assets. In 2026, it awarded 1 grant totaling $30K. Net investment income was $60K.
Wm Smith FBO Masonic Home-Irr Tr at a glance
In short: Wm Smith FBO Masonic Home-Irr Tr gave $30K across 1 grant in 2026 (avg $30K), mostly in Virginia. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $30,202
- +14.4% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $30,202
- +14.4% vs 2025
- Median grant
- $30,202
- Total assets
- $613,397
- +4.2% vs 2025
- Primary geography
- Virginia (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Wm Smith FBO Masonic Home-Irr Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Masonic Home of Virginia Inc ($30K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Wm Smith FBO Masonic Home-Irr Tr gives
- Giving held roughly steady from 2023 to 2026 (+6%). Method
- In 2026 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $25K (2024) to $30K (2026). In 2026 it made 1 grant totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Masonic Home of Virginia Inc Richmond, VA | General Operating | $30,202 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $613,397 | $62,671 | $38,027 | $30,202 | 1 | $34,484 | $59,693 | $35,699 |
| 2025 | $588,760 | $31,516 | $33,346 | $26,390 | 1 | $30,563 | $28,462 | $34,375 |
| 2024 | $590,696 | $-3,029 | $33,686 | $24,655 | 1 | $29,866 | $10,248 | $31,601 |
| 2023 | $627,306 | $39,676 | $41,834 | $28,578 | 1 | $35,069 | $34,311 | $31,146 |
| 2022 | $629,558 | $85,206 | $40,278 | $24,982 | 1 | $33,255 | $79,167 | $36,851 |
| 2021 | $584,463 | $62,835 | $38,861 | $25,025 | 1 | — | $57,538 | $32,636 |
Under IRS private-foundation payout rules, Wm Smith FBO Masonic Home-Irr Tr reported a distributable amount of $36K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wm Smith FBO Masonic Home-Irr Tr's only listed officer is Truist Bank, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Truist Bank
Trustee
On filings since 2022
1 hr/week
$12K (2022) → $6K (2026)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "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
The highest reported compensation on the 2026 filing was $6K, to Truist Bank (Trustee).
Frequently asked questions about Wm Smith FBO Masonic Home-Irr Tr
How much does Wm Smith FBO Masonic Home-Irr Tr give each year?
Wm Smith FBO Masonic Home-Irr Tr gave $30K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $26K across 1 grant.
How large is Wm Smith FBO Masonic Home-Irr Tr?
Wm Smith FBO Masonic Home-Irr Tr reported $613K in total assets on its 2026 IRS Form 990-PF. It paid out $34K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Wm Smith FBO Masonic Home-Irr Tr operate?
Wm Smith FBO Masonic Home-Irr Tr has awarded grants in Virginia.
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 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 4, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 10, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 3, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 27, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS June 25, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 29, 2026)
Live grants for the work Wm Smith FBO Masonic Home-Irr Tr funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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