Nonprofit · EIN 11-2848979
SMITH-DENISON FOUNDATION
Tax-exempt · BOZEMAN, MT 59718
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $95,555 | $90,137 | $5,418 | $684,662 | $0 | $684,662 |
| May 31, 2024 | 990-PF | $36,304 | $77,270 | -$40,966 | $683,020 | $0 | $683,020 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $38,129
- Net gain from sales of assets
- $46,037
- Other income
- $11,389
Expenses
- Grants and similar amounts paid
- $75,000
- Disbursements for charitable purposes
- $80,119
- Excise tax on investment income
- $1,195
Balance sheet and other
- Total assets, start of year
- $683,020
- Total assets, end of year
- $684,662
- Total liabilities, end of year
- $0
- Net assets, end of year
- $684,662
- Fair market value of assets
- $1,452,260
- Qualifying distributions
- $80,119
- Net investment income
- $95,555
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT W DENISON 5 MYRTLE STREET, NORFOLK, MA 02056 | Trustee | 0 | $0 |
| S WELLS SMITH 2455 ARABIAN AVE, BOZEMAN, MT 59718 | Trustee | 0 | $0 |
| DEBORAH HATCH 158 ABENAKI WAY, ALBANY, NH 03881 | Trustee | 0 | $0 |
990-PF for the year ended May 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT W DENISON 5 MYRTLE STREET, NORFOLK, MA 02056 | Trustee | 0 | $0 |
| S WELLS SMITH 2455 ARABIAN AVE, BOZEMAN, MT 59718 | Trustee | 0 | $0 |
| DEBORAH HATCH 158 ABENAKI WAY, ALBANY, NH 03881 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2455 ARABIAN AVE, BOZEMAN, MT 59718-8090
- In care of
- % S WELLS SMITH
- Signed the 990-PF
- ELLS SMITH, Trustee
- Phone
- (802) 522-7746
- Return prepared by
- Neil and Company CPAs PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 11-2848979
- 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
- 1987
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $684,662
- Income (IRS master file)
- $138,153
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $95,555 | $90,137 | $684,662 | XML |
| 990-PF | May 2024 | $36,304 | $77,270 | $683,020 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 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 11-2848979).
Questions about SMITH-DENISON FOUNDATION
- What is the EIN of SMITH-DENISON FOUNDATION?
- The employer identification number (EIN) of SMITH-DENISON FOUNDATION is 11-2848979.
- Is SMITH-DENISON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to SMITH-DENISON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SMITH-DENISON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SMITH-DENISON FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SMITH-DENISON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of SMITH-DENISON FOUNDATION?
- The 990-PF for the year ended May 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SMITH-DENISON FOUNDATION have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $95,555, expenses of $90,137 and total assets of $684,662 at year end.
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