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Nonprofit · EIN 22-2947047

HAROLD WEBSTER SMITH FOUNDATION INC

Tax-exempt · WATERBURY, CT 06702

Financials

$330K$278K2023$394K$318K2024$543K$371K2025
Revenue Expenses · by fiscal year end
Financials of HAROLD WEBSTER SMITH FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$542,741$370,843$171,898$7,141,230$0$7,141,230
December 31, 2024990-PF$393,765$317,820$75,945$6,969,332$0$6,969,332
December 31, 2023990-PF$330,440$277,508$52,932$6,893,387$0$6,893,387
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$200,000
Dividends
$190,790
Net gain from sales of assets
$151,951

Expenses

Grants and similar amounts paid
$264,284
Compensation of officers, directors and key employees
$65,000
Disbursements for charitable purposes
$346,711
Excise tax on investment income
$4,450

Balance sheet and other

Total assets, start of year
$6,969,332
Total assets, end of year
$7,141,230
Total liabilities, end of year
$0
Net assets, end of year
$7,141,230
Fair market value of assets
$8,731,268
Qualifying distributions
$346,711
Net investment income
$342,741

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.

NameTitleHours / weekCompensation
KATHRYN LURIA
255 BANK STREET SUITE 1A, WATERBURY, CT 06702
EXECUTIVE DIRECTOR10$72,117
JAMES C SMITH
255 BANK STREET SUITE 1A, WATERBURY, CT 06702
CHAIRMAN & PRESIDENT5$0
GREGORY S MADAR
C/O WEBSTER BANK 145 BANK STREET, WATERBURY, CT 06702
SVP & TREASURER1$0
KATHERINE VINES TRUMBULL
C/O WEBSTER BANK 145 BANK STREET, WATERBURY, CT 06702
SECRETARY1$0
ROBERT F POLITO JR
254 SUMMER HILL ROAD, MADISON, CT 06443
DIRECTOR1$0
ML O'CONNOR
C/O WEBSTER BANK 145 BANK STREET, WATERBURY, CT 06702
DIRECTOR1$0
C P O'DONNELL
C/O WEBSTER BANK 145 BANK STREET, WATERBURY, CT 06702
DIRECTOR1$0
FRED M SMITH
C/O WEBSTER BANK 145 BANK STREET, WATERBURY, CT 06702
MEMBER1$0
990-PF for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
KATHRYN LURIA
255 BANK STREET SUITE 1A, WATERBURY, CT 06702
EXECUTIVE DIRECTOR10$60,000
JAMES C SMITH
255 BANK STREET SUITE 1A, WATERBURY, CT 06702
CHAIRMAN & PRESIDENT5$0
GREGORY S MADAR
C/O WEBSTER BANK 145 BANK STREET, WATERBURY, CT 06702
SVP & TREASURER1$0
KATHERINE VINES TRUMBULL
C/O WEBSTER BANK 145 BANK STREET, WATERBURY, CT 06702
SECRETARY1$0
ROBERT F POLITO JR
254 SUMMER HILL ROAD, MADISON, CT 06443
DIRECTOR1$0
WILLIAM E WRANG
C/O WEBSTER BANK 185 ASYLUM STREET, HARTFORD, CT 06103
DIRECTOR1$0
ML O'CONNOR
C/O WEBSTER BANK 145 BANK STREET, WATERBURY, CT 06702
DIRECTOR1$0
C P O'DONNELL
C/O WEBSTER BANK 145 BANK STREET, WATERBURY, CT 06702
DIRECTOR1$0
FRED M SMITH
C/O WEBSTER BANK 145 BANK STREET, WATERBURY, CT 06702
MEMBER1$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
KATHRYN LURIA
255 BANK STREET SUITE 1A, WATERBURY, CT 06702
EXECUTIVE DIRECTOR10$33,335
PETER MOSBACHER
1 N BROADWAY, WHITE PLAINS, NY 10601
MEMBER1$0
ROBERT F POLITO JR
254 SUMMER HILL ROAD, MADISON, CT 06443
DIRECTOR1$0
JAMES C SMITH
255 BANK STREET SUITE 1A, WATERBURY, CT 06702
CHAIRMAN & PRESIDENT5$0
GREGORY S MADAR
C/O WEBSTER BANK 145 BANK STREET, WATERBURY, CT 06702
SVP & TREASURER1$0
KATHERINE VINES TRUMBULL
C/O WEBSTER BANK 145 BANK STREET, WATERBURY, CT 06702
SECRETARY1$0
WILLIAM E WRANG
C/O WEBSTER BANK 185 ASYLUM STREET, HARTFORD, CT 06103
DIRECTOR1$0
ML O'CONNOR
C/O WEBSTER BANK 145 BANK STREET, WATERBURY, CT 06702
MEMBER1$0
C P O'DONNELL
C/O WEBSTER BANK 145 BANK STREET, WATERBURY, CT 06702
MEMBER1$0

Address and contacts

Address (IRS master file)
255 BANK ST FL 1, WATERBURY, CT 06702-2219
Signed the 990-PF
GREGORY MADAR, MEMBER
Phone
(203) 518-4001
Return prepared by
WHITTLESEY PC

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-2947047
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
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,141,230
Income (IRS master file)
$1,617,228

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$542,741$370,843$7,141,230IRS
990-PFDecember 2024$393,765$317,820$6,969,332IRS
990-PFDecember 2023$330,440$277,508$6,893,387XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 22-2947047).

Questions about HAROLD WEBSTER SMITH FOUNDATION INC

What is the EIN of HAROLD WEBSTER SMITH FOUNDATION INC?
The employer identification number (EIN) of HAROLD WEBSTER SMITH FOUNDATION INC is 22-2947047.
Is HAROLD WEBSTER SMITH FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to HAROLD WEBSTER SMITH FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAROLD WEBSTER SMITH FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of HAROLD WEBSTER SMITH FOUNDATION INC 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 HAROLD WEBSTER SMITH FOUNDATION INC 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 HAROLD WEBSTER SMITH FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $72,117 (KATHRYN LURIA, EXECUTIVE DIRECTOR).
How much revenue does HAROLD WEBSTER SMITH FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $542,741, expenses of $370,843 and total assets of $7,141,230 at year end.

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