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Nonprofit · EIN 20-6708612

MARY C SMITH IRRV TR

Also known as SUE KIEBLER TTEE

Tax-exempt · MELBOURNE BCH, FL 32951

Financials

$34K$101K2023
Revenue Expenses · by fiscal year end
Financials of MARY C SMITH IRRV TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2023990-PF$33,875$100,721-$66,846$1,159,559$0$1,159,559
Financial details: 990-PF for the year ended December 31, 2023

Revenue

Dividends
$5,807
Interest
$4
Net rental income
$25,230
Net gain from sales of assets
-$3,436

Expenses

Grants and similar amounts paid
$1,000
Compensation of officers, directors and key employees
$9,377
Disbursements for charitable purposes
$89,533
Excise tax on investment income
$363

Balance sheet and other

Total assets, start of year
$1,221,984
Total assets, end of year
$1,159,559
Total liabilities, end of year
$0
Net assets, end of year
$1,159,559
Fair market value of assets
$1,285,705
Qualifying distributions
$89,533
Net investment income
$37,311

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, 2023, highest compensation first.

NameTitleHours / weekCompensation
SUE S KIEBLER
215 BALLYSHANNON STREET, C101, MELBOURNE BEACH, FL 329513135
TRUSTEE10$9,377

Address and contacts

Address (IRS master file)
215 BALLYSHANNON ST APT C101, MELBOURNE BCH, FL 32951-3135
Signed the 990-PF
SUE S KIEBLER, TRUSTEE
Phone
(614) 571-5905
Return prepared by
STEPTOE & JOHNSON PLLC

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

IRS record

EIN
20-6708612
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
2023
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,159,559
Income (IRS master file)
$167,409

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2023$33,875$100,721$1,159,559XML
990-PFDecember 2022–––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 20-6708612).

Questions about MARY C SMITH IRRV TR

What is the EIN of MARY C SMITH IRRV TR?
The employer identification number (EIN) of MARY C SMITH IRRV TR is 20-6708612.
Is MARY C SMITH IRRV TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to MARY C SMITH IRRV TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARY C SMITH IRRV TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY C SMITH IRRV TR 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 MARY C SMITH IRRV TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2023.
Who are the officers and directors of MARY C SMITH IRRV TR?
The 990-PF for the year ended December 31, 2023 lists 1 person; 1 received compensation from the organization, the highest $9,377 (SUE S KIEBLER, TRUSTEE).
How much revenue does MARY C SMITH IRRV TR have?
On its 990-PF for the year ended December 31, 2023 it reported revenue of $33,875, expenses of $100,721 and total assets of $1,159,559 at year end.

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