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Nonprofit · EIN 04-6033742

SMITH EDUCATIONAL FUND

Tax-exempt · CONCORD, NH 03301

Financials

$13K$41K2023$47K$39K2024$143K$48K2025
Revenue Expenses · by fiscal year end
Financials of SMITH EDUCATIONAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$143,388$47,812$95,576$564,308$0$564,308
December 31, 2024990-PF$46,974$38,915$8,059$467,952$0$467,952
December 31, 2023990-PF$13,149$40,738-$27,589$460,362$0$460,362
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$14,730
Net gain from sales of assets
$128,558
Other income
$100

Expenses

Grants and similar amounts paid
$16,000
Compensation of officers, directors and key employees
$4,601
Disbursements for charitable purposes
$30,725
Excise tax on investment income
$1,770

Balance sheet and other

Total assets, start of year
$467,951
Total assets, end of year
$564,308
Total liabilities, end of year
$0
Net assets, end of year
$564,308
Fair market value of assets
$570,113
Qualifying distributions
$30,725
Net investment income
$143,340

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$2,620
NEW HAMPSHIRE TRUST
89 N MAIN STREET, CONCORD, NH 03301
TRUSTEE1$1,981
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$3,508
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$3,564

Address and contacts

Address (IRS master file)
89 N MAIN ST, CONCORD, NH 03301-4935
In care of
% FLEET BANK NA
Signed the 990-PF
KELLY M BROWN, CRM
Phone
(603) 223-2712
Return prepared by
DELOITTE TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6033742
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1954
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$564,308
Income (IRS master file)
$621,948

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$143,388$47,812$564,308IRS
990-PFDecember 2024$46,974$38,915$467,952XML
990-PFDecember 2023$13,149$40,738$460,362XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6033742).

Questions about SMITH EDUCATIONAL FUND

What is the EIN of SMITH EDUCATIONAL FUND?
The employer identification number (EIN) of SMITH EDUCATIONAL FUND is 04-6033742.
Is SMITH EDUCATIONAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
Are donations to SMITH EDUCATIONAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SMITH EDUCATIONAL FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of SMITH EDUCATIONAL FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SMITH EDUCATIONAL FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SMITH EDUCATIONAL FUND?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $2,620 (BANK OF AMERICA, TRUSTEE).
How much revenue does SMITH EDUCATIONAL FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $143,388, expenses of $47,812 and total assets of $564,308 at year end.

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