Nonprofit · EIN 20-0532337
MARY ALICE SMITH FOUNDATION
Tax-exempt · HOUSTON, TX 77002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $1,075,878 | $18,181 | $1,057,697 | $15,223,170 | $0 | $15,223,170 |
| May 31, 2024 | 990-PF | $900,151 | $1,273,783 | -$373,632 | $14,186,961 | $0 | $14,186,961 |
| May 31, 2023 | 990-PF | $816,294 | $1,254,443 | -$438,149 | $14,568,780 | $0 | $14,568,780 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $181,058
- Interest
- $128,688
- Net gain from sales of assets
- $766,132
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Excise tax on investment income
- $14,702
Balance sheet and other
- Total assets, start of year
- $14,186,961
- Total assets, end of year
- $15,223,170
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,223,170
- Fair market value of assets
- $17,702,074
- Net investment income
- $1,075,878
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 |
|---|---|---|---|
| HARRISBURG EQUITABLE MANAGEMENT LLC 1000 LOUISIANA ST SUITE 7000, HOUSTON, TX 77002 | TRUSTEE | 0 | $0 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HARRISBURG EQUITABLE MANAGEMENT LLC 1000 LOUISIANA ST SUITE 7000, HOUSTON, TX 77002 | TRUSTEE | 0 | $0 |
990-PF for the year ended May 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HARRISBURG EQUITABLE MANAGEMENT LLC 1000 LOUISIANA ST SUITE 7000, HOUSTON, TX 77002 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 LOUISIANA ST STE 7000, HOUSTON, TX 77002-5049
- In care of
- % DJH SERVICES LLC
- Signed the 990-PF
- HARRISBURG EQUITABLE MANAGEMENT LLC, TRUSTEE
- Phone
- (713) 400-3334
- Return prepared by
- PWC US 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 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
- 20-0532337
- 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
- 2005
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $15,223,170
- Income (IRS master file)
- $1,898,121
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $1,075,878 | $18,181 | $15,223,170 | XML |
| 990-PF | May 2024 | $900,151 | $1,273,783 | $14,186,961 | XML |
| 990-PF | May 2023 | $816,294 | $1,254,443 | $14,568,780 | XML |
| 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 20-0532337).
Questions about MARY ALICE SMITH FOUNDATION
- What is the EIN of MARY ALICE SMITH FOUNDATION?
- The employer identification number (EIN) of MARY ALICE SMITH FOUNDATION is 20-0532337.
- Is MARY ALICE SMITH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to MARY ALICE SMITH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY ALICE SMITH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY ALICE SMITH 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 MARY ALICE SMITH 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 MARY ALICE SMITH FOUNDATION?
- The 990-PF for the year ended May 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does MARY ALICE SMITH FOUNDATION have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $1,075,878, expenses of $18,181 and total assets of $15,223,170 at year end.
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