Trust Uw of Elizabeth B Smith

DALLAS, TX EIN: 04-6033567

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$221K

+0.3% YoY

Annual Giving

$10K

Grant Count

2

Avg Grant Size

$5K

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$12K$24K$36K$48K20202021202220232024
Metric202420232022
Total Assets$220,892$220,170$219,242
Revenue$8,115$-1,411$43,267
Expenses$15,394$5,262$29,472
Qualifying Distributions$12,150$1,993$25,186
Net Investment Income$4,234$2,210$39,674
Distributable Amount$12,952$11,498$12,324

Giving Over Time

Total grant dollars and number of grants per year

$0$6K$12K$17K$23K5 grants20202 grants20214 grants20220 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

AMERICAN INTERNATIONAL C…$5KUNIV OF MASS AHHERST$5K

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Trust Uw of Elizabeth B Smith fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICA N ATRUSTEE$4K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICA N ATRUSTEE1$3,663

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

4states

Cities

AhmerstChestnut HillNashvilleSouth HadleySpringfieldSteubenvilleSyracuse

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

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