Nonprofit · EIN 20-4957281
SMITH FAMILY FOUNDATION
Tax-exempt · GROSSE PT FRM, MI 48236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $83,780 | $211,457 | -$127,677 | $487,208 | $0 | $487,208 |
| December 31, 2024 | 990-PF | $118,458 | $126,957 | -$8,499 | $614,550 | $0 | $614,550 |
| December 31, 2023 | 990-PF | $894,475 | $194,855 | $699,620 | $605,974 | $0 | $605,974 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $7,655
- Dividends
- $22,765
- Net gain from sales of assets
- $53,360
Expenses
- Grants and similar amounts paid
- $200,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $207,668
- Excise tax on investment income
- $1,005
Balance sheet and other
- Total assets, start of year
- $614,550
- Total assets, end of year
- $487,208
- Total liabilities, end of year
- $0
- Net assets, end of year
- $487,208
- Fair market value of assets
- $700,938
- Qualifying distributions
- $207,668
- Net investment income
- $76,125
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA VALLEE-SMITH 287 LAKE SHORE RD, GROSSE POINTE FARMS, MI 48236 | PRESIDENT/DIRECTOR | 1 | $0 |
| JEFFREY F SMITH 287 LAKE SHORE RD, GROSSE POINTE FARMS, MI 48236 | SECRETARY/TREASURER/DIRECT | 1 | $0 |
| DENNIS LAPORTE 12900 HALL ROAD STE 500, STERLING HEIGHTS, MI 48313 | DIRECTOR | 1 | $0 |
| GERARD SMITH 287 LAKE SHORE RD, GROSSE POINTE FARMS, MI 48236 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA VALLEE-SMITH 287 LAKE SHORE RD, GROSSE POINTE FARMS, MI 48236 | PRESIDENT/DIRECTOR | 1 | $0 |
| JEFFREY F SMITH 287 LAKE SHORE RD, GROSSE POINTE FARMS, MI 48236 | SECRETARY/TREASURER/DIRECT | 1 | $0 |
| DENNIS LAPORTE 12900 HALL ROAD STE 500, STERLING HEIGHTS, MI 48313 | DIRECTOR | 1 | $0 |
| GERARD SMITH 287 LAKE SHORE RD, GROSSE POINTE FARMS, MI 48236 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA VALLEE-SMITH 287 LAKE SHORE RD, GROSSE POINTE FARMS, MI 48236 | PRESIDENT/DIRECTOR | 1 | $0 |
| JEFFREY F SMITH 287 LAKE SHORE RD, GROSSE POINTE FARMS, MI 48236 | SECRETARY/TREASURER/DIRECT | 1 | $0 |
| DENNIS LAPORTE 12900 HALL ROAD STE 500, STERLING HEIGHTS, MI 48313 | DIRECTOR | 1 | $0 |
| GERARD SMITH 287 LAKE SHORE RD, GROSSE POINTE FARMS, MI 48236 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 287 LAKE SHORE RD, GROSSE PT FRM, MI 48236-3781
- In care of
- % JEFFREY F L SMITH
- Signed the 990-PF
- LISA VALLEE-SMITH, PRESIDENT/DIRECTOR
- Phone
- (313) 363-9981
- Return prepared by
- UHY ADVISORS GREAT LAKES INC
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 | 990-PF 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
- 20-4957281
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $487,208
- Income (IRS master file)
- $424,007
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $83,780 | $211,457 | $487,208 | IRS |
| 990-PF | December 2024 | $118,458 | $126,957 | $614,550 | XML |
| 990-PF | December 2023 | $894,475 | $194,855 | $605,974 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 20-4957281).
Questions about SMITH FAMILY FOUNDATION
- What is the EIN of SMITH FAMILY FOUNDATION?
- The employer identification number (EIN) of SMITH FAMILY FOUNDATION is 20-4957281.
- Is SMITH FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to SMITH FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SMITH FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SMITH FAMILY FOUNDATION 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 FAMILY FOUNDATION 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 FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SMITH FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $83,780, expenses of $211,457 and total assets of $487,208 at year end.
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