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Nonprofit · EIN 20-3867228

ARTHUR K SMITH FAMILY FOUNDATIONINC

Tax-exempt · SOLANA BEACH, CA 92075

Financials

$179K$192K2023$402K$246K2024
Revenue Expenses · by fiscal year end
Financials of ARTHUR K SMITH FAMILY FOUNDATIONINC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$402,023$245,907$156,116$3,520,182$0$3,520,182
May 31, 2024990-PF$178,684$192,399-$13,715$3,364,066$0$3,364,066
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$91,919
Interest
$12,038
Net gain from sales of assets
$298,066

Expenses

Grants and similar amounts paid
$217,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$221,205
Excise tax on investment income
$5,279

Balance sheet and other

Total assets, start of year
$3,364,066
Total assets, end of year
$3,520,182
Total liabilities, end of year
$0
Net assets, end of year
$3,520,182
Fair market value of assets
$4,766,534
Qualifying distributions
$221,205
Net investment income
$402,023

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.

NameTitleHours / weekCompensation
JOHN BAJANDAS
6288 GOLDEN LILY WAY, SAN DIEGO, CA 92130
PRESIDENT5$0
NATALIE F BAJANDAS
6288 GOLDEN LILY WAY, SAN DIEGO, CA 92130
DIRECTOR0$0
BRUCE J ROTH
2100 GARDINER LANE SUITE 207, LOUISVILLE, KY 40205
DIRECTOR0$0
990-PF for the year ended May 31, 2024: 3 people
NameTitleHours / weekCompensation
JOHN BAJANDAS
6288 GOLDEN LILY WAY, SAN DIEGO, CA 92130
PRESIDENT5$0
NATALIE F BAJANDAS
6288 GOLDEN LILY WAY, SAN DIEGO, CA 92130
DIRECTOR0$0
BRUCE J ROTH
2100 GARDINER LANE SUITE 207, LOUISVILLE, KY 40205
DIRECTOR0$0

Address and contacts

Address (IRS master file)
667 SOLANA HILLS CT, SOLANA BEACH, CA 92075-1421
In care of
% MARLENE MARIE SMITH BAJANDAS
Signed the 990-PF
JOHN BAJANDAS, PRESIDENT
Phone
(502) 533-8496
Return prepared by
LOUIS T ROTH & CO PLLC

California records

California keeps its own records of charities and corporations. Search them by EIN 20-3867228 or by the name ARTHUR K SMITH FAMILY FOUNDATIONINC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
20-3867228
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
2006
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$3,520,182
Income (IRS master file)
$1,305,128

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$402,023$245,907$3,520,182XML
990-PFMay 2024$178,684$192,399$3,364,066XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 2020–––IRS
990-PFMay 2019–––IRS
990-PFMay 2018–––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 20-3867228).

Questions about ARTHUR K SMITH FAMILY FOUNDATIONINC

What is the EIN of ARTHUR K SMITH FAMILY FOUNDATIONINC?
The employer identification number (EIN) of ARTHUR K SMITH FAMILY FOUNDATIONINC is 20-3867228.
Is ARTHUR K SMITH FAMILY FOUNDATIONINC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to ARTHUR K SMITH FAMILY FOUNDATIONINC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ARTHUR K SMITH FAMILY FOUNDATIONINC file?
Form 990-PF. Private foundations file every year.
When is the next return of ARTHUR K SMITH FAMILY FOUNDATIONINC 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 ARTHUR K SMITH FAMILY FOUNDATIONINC 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 ARTHUR K SMITH FAMILY FOUNDATIONINC?
The 990-PF for the year ended May 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does ARTHUR K SMITH FAMILY FOUNDATIONINC have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $402,023, expenses of $245,907 and total assets of $3,520,182 at year end.

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