Funder DirectoryPHYLLIS W SMITH PVT FDN
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Private foundation (trust)EIN 597258080Est. 2007-06

PHYLLIS W SMITH PVT FDN

DALLAS, TX 752653067

Total Assets

$6.9M

FY 2023

Annual Giving

$279K

FY 2023

Grants Made

4

FY 2023

Avg Grant

$70K

FY 2023

Grant Range

$70K–$70K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$207K

Total Expenses

$352K

Qualifying Distributions

$305K

Distributable Amount

$316K

Min. Investment Return

$319K

Undistributed Income

$77K

Payout rate 96%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.96%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $279K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

12 grants

HOLYOKE HOSPITAL
$199K
3 grants
SYCAMORES OF S HADLEY
$199K
3 grants
MSPCA OF FRANKLIN COUNTY
$199K
3 grants
BAYSTATE HEALTH
$199K
3 grants

Grant Size Distribution

12 grants

<$10K
$10–50K
$50–250K
12
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Massachusetts
$797K
100% of total

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