Nonprofit · EIN 20-2224138
J CRAIG AND PAGE T SMITH SCHOLARSHIP FOUNDATION INC
Tax-exempt · BIRMINGHAM, AL 35242
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,266,214 | $2,458,106 | -$1,191,892 | $22,962,334 | $0 | $22,962,334 |
| December 31, 2023 | 990-PF | $1,275,188 | $2,857,537 | -$1,582,349 | $24,154,226 | $0 | $24,154,226 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $8,676
- Dividends
- $852,338
- Interest
- $32,090
- Net gain from sales of assets
- $370,095
- Other income
- $3,015
Expenses
- Grants and similar amounts paid
- $1,199,908
- Compensation of officers, directors and key employees
- $457,826
- Salaries, compensation and benefits (total)
- $241,198
- Disbursements for charitable purposes
- $1,881,309
- Excise tax on investment income
- $15,251
Balance sheet and other
- Total assets, start of year
- $24,154,226
- Total assets, end of year
- $22,962,334
- Total liabilities, end of year
- $0
- Net assets, end of year
- $22,962,334
- Fair market value of assets
- $28,193,904
- Qualifying distributions
- $1,881,309
- Net investment income
- $1,257,538
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AHRIAN T DUDLEY BS JD 400 CALDWELL TRACE, BIRMINGHAM, AL 35242 | EXECUTIVE DIRECTOR | 60 | $292,110 | $46,000 |
| LEWIS G BURKS Jr BA 400 CALDWELL TRACE, BIRMINGHAM, AL 35242 | DIRECTOR | 60 | $165,716 | $23,863 |
| URIST MCCAULEY 400 CALDWELL TRACE, BIRMINGHAM, AL 35242 | HEAD MENTOR - IT DIR Highest-paid employee | 50 | $115,933 | $14,657 |
| LINDA STEWART 400 CALDWELL TRACE, BIRMINGHAM, AL 35242 | FINANCIAL LIASON Highest-paid employee | 40 | $64,335 | $9,264 |
| KIMBERLY BURGETT 400 CALDWELL TRACE, BIRMINGHAM, AL 35242 | STUDENT SVCS COORDIN Highest-paid employee | 40 | $60,931 | $8,774 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AHRIAN T DUDLEY BS JD 400 CALDWELL TRACE, BIRMINGHAM, AL 35242 | EXECUTIVE DIRECTOR | 60 | $287,193 | $40,500 |
| LEWIS G BURKS JR BA 400 CALDWELL TRACE, BIRMINGHAM, AL 35242 | DIRECTOR | 60 | $163,229 | $21,236 |
| URIST MCCAULEY 400 CALDWELL TRACE, BIRMINGHAM, AL 35242 | IT DIRECTOR AND MENT Highest-paid employee | 40 | $114,403 | $13,576 |
| LINDA STEWART 400 CALDWELL TRACE, BIRMINGHAM, AL 35242 | BOOKKEEPER AND MENTO Highest-paid employee | 40 | $62,856 | $7,762 |
| KIMBERLY BURGETT 400 CALDWELL TRACE, BIRMINGHAM, AL 35242 | STUDENT SVCS COORDIN Highest-paid employee | 40 | $53,620 | $5,447 |
Address and contacts
- Address (IRS master file)
- 400 CALDWELL TRCE, BIRMINGHAM, AL 35242-4532
- In care of
- % AHRIAN DUDLEY
- Signed the 990-PF
- AHRIAN DUDLEY, EXECUTIVE DIRECTOR
- Phone
- (205) 202-4076
- Website
- WWW.SMITHSCHOLARSHIPS.COM
- Return prepared by
- DUDLEY HOPTON JONES SIMS FREEMAN
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-2224138
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B822)
- Assets (IRS master file)
- $22,962,334
- Income (IRS master file)
- $8,096,392
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,266,214 | $2,458,106 | $22,962,334 | IRS |
| 990-PF | December 2023 | $1,275,188 | $2,857,537 | $24,154,226 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 20-2224138).
Questions about J CRAIG AND PAGE T SMITH SCHOLARSHIP FOUNDATION INC
- What is the EIN of J CRAIG AND PAGE T SMITH SCHOLARSHIP FOUNDATION INC?
- The employer identification number (EIN) of J CRAIG AND PAGE T SMITH SCHOLARSHIP FOUNDATION INC is 20-2224138.
- Is J CRAIG AND PAGE T SMITH SCHOLARSHIP FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to J CRAIG AND PAGE T SMITH SCHOLARSHIP FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does J CRAIG AND PAGE T SMITH SCHOLARSHIP FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J CRAIG AND PAGE T SMITH SCHOLARSHIP FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J CRAIG AND PAGE T SMITH SCHOLARSHIP FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of J CRAIG AND PAGE T SMITH SCHOLARSHIP FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $292,110 (AHRIAN T DUDLEY BS JD, EXECUTIVE DIRECTOR).
- How much revenue does J CRAIG AND PAGE T SMITH SCHOLARSHIP FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,266,214, expenses of $2,458,106 and total assets of $22,962,334 at year end.
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