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.
Key facts about Wm Smith FBO Masonic Home-Irr Tr
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.
- EIN
- 54-6388680
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $30,202
- Grants made (2026)
- 1
- Average grant
- $30,202
- Median grant
- $30,202
- Total assets
- $613,397
- Primary geography
- Virginia (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
$613K
+4.2% YoY
Annual Giving
$30K
+14.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$30K
+14.4% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Masonic Home of Virginia Inc Richmond, VA | General Operating | $30,202 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $613,397 | $588,760 | $590,696 |
| Revenue | $62,671 | $31,516 | $-3,029 |
| Expenses | $38,027 | $33,346 | $33,686 |
| Qualifying Distributions | $34,484 | $30,563 | $29,866 |
| Net Investment Income | $59,693 | $28,462 | $10,248 |
| Distributable Amount | $35,699 | $34,375 | $31,601 |
Data update history
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)
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.
Here's the math on researching Wm Smith FBO Masonic Home-Irr Tr by hand.
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