Nonprofit · EIN 22-3732524
DONALD AND PAULA SMITH FAMILY FOUNDATION INC
Tax-exempt · NEW YORK, NY 10019
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $13,444,661 | $13,784,801 | -$340,140 | $93,205,307 | $0 | $93,205,307 |
| August 31, 2024 | 990-PF | $11,099,585 | $10,853,705 | $245,880 | $93,627,994 | $0 | $93,627,994 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $1,916,186
- Interest
- $89,405
- Net gain from sales of assets
- $11,821,972
- Other income
- -$382,902
Expenses
- Grants and similar amounts paid
- $12,350,000
- Compensation of officers, directors and key employees
- $120,000
- Disbursements for charitable purposes
- $12,491,837
- Excise tax on investment income
- $168,139
Balance sheet and other
- Total assets, start of year
- $93,627,994
- Total assets, end of year
- $93,205,307
- Total liabilities, end of year
- $0
- Net assets, end of year
- $93,205,307
- Fair market value of assets
- $129,330,054
- Qualifying distributions
- $12,491,837
- Net investment income
- $13,309,287
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE SMITH 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | PRESIDENT/DIR. | 10 | $120,000 |
| PAULA SMITH 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | DIRECTOR | 1 | $0 |
| LAURA WINNER 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | VP/DIRECTOR. | 1 | $0 |
| RICHARD GREENBERG 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | TREASURER/DIR. | 1 | $0 |
| JON HARTSEL 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | SECRETARY/DIR. | 1 | $0 |
| SCOTT BARBEE 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | DIRECTOR | 1 | $0 |
| ROBERT GELFOND 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | DIRECTOR | 1 | $0 |
| KEN LEVY 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | DIRECTOR | 1 | $0 |
| NIKOLAOS MONOYIOS 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | DIRECTOR | 1 | $0 |
990-PF for the year ended August 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE SMITH 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | PRESIDENT/DIR. | 10 | $110,000 |
| PAULA SMITH 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | DIRECTOR | 1 | $0 |
| LAURA WINNER 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | VP/DIRECTOR. | 1 | $0 |
| RICHARD GREENBERG 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | TREASURER/DIR. | 1 | $0 |
| JON HARTSEL 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | SECRETARY/DIR. | 1 | $0 |
| SCOTT BARBEE 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | DIRECTOR | 1 | $0 |
| ROBERT GELFOND 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | DIRECTOR | 1 | $0 |
| KEN LEVY 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | DIRECTOR | 1 | $0 |
| NIKOLAOS MONOYIOS 152 W 57TH ST 29TH FL, NEW YORK, NY 10019 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 152 WEST 57TH ST 29TH FLOOR, NEW YORK, NY 10019-3310
- In care of
- % DONALD SMITH & CO INC
- Signed the 990-PF
- JULIE D SMITH, PRESIDENT
- Phone
- (212) 284-0990
- Return prepared by
- CBIZ ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 22-3732524
- 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
- 2001
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Public and societal benefit (W24)
- Assets (IRS master file)
- $93,205,307
- Income (IRS master file)
- $14,636,015
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $13,444,661 | $13,784,801 | $93,205,307 | XML |
| 990-PF | August 2024 | $11,099,585 | $10,853,705 | $93,627,994 | XML |
| 990-PF | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 22-3732524).
Questions about DONALD AND PAULA SMITH FAMILY FOUNDATION INC
- What is the EIN of DONALD AND PAULA SMITH FAMILY FOUNDATION INC?
- The employer identification number (EIN) of DONALD AND PAULA SMITH FAMILY FOUNDATION INC is 22-3732524.
- Is DONALD AND PAULA SMITH FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to DONALD AND PAULA SMITH FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does DONALD AND PAULA SMITH FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DONALD AND PAULA SMITH FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DONALD AND PAULA SMITH FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of DONALD AND PAULA SMITH FAMILY FOUNDATION INC?
- The 990-PF for the year ended August 31, 2025 lists 9 people; 1 received compensation from the organization, the highest $120,000 (JULIE SMITH, PRESIDENT/DIR.).
- How much revenue does DONALD AND PAULA SMITH FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $13,444,661, expenses of $13,784,801 and total assets of $93,205,307 at year end.
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