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Nonprofit · EIN 23-2494804

E G & KLARA M SMITH FOUNDATION

Tax-exempt · WYOMISSING, PA 19610

Financials

$450K$224K2023$376K$224K2024$412K$227K2025
Revenue Expenses · by fiscal year end
Financials of E G & KLARA M SMITH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$412,217$226,884$185,333$1,899,817$0$1,899,817
December 31, 2024990-PF$376,063$223,734$152,329$1,714,484$0$1,714,484
December 31, 2023990-PF$450,134$223,588$226,546$1,562,155$0$1,562,155
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$300,000
Dividends
$34,881
Interest
$10,314
Net gain from sales of assets
$63,022
Other income
$4,000

Expenses

Grants and similar amounts paid
$208,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$213,780
Excise tax on investment income
$1,348

Balance sheet and other

Total assets, start of year
$1,714,484
Total assets, end of year
$1,899,817
Total liabilities, end of year
$0
Net assets, end of year
$1,899,817
Fair market value of assets
$2,047,364
Qualifying distributions
$213,780
Net investment income
$108,217

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
BRIAN WELLER
3 SADOWKSI DR, READING, PA 19606
CHAIRMAN OF THE BOARD1$0
JEFF SMITH
5080 OLEY TURNPIKE RD, READING, PA 19606
PRESIDENT1$0
JULIE A FRY
1644 EAST THISTLE DRIVE, WYOMISSING, PA 19610
SECRETARY/TREASURER1$0
MICHELE WELLER
1104 STRAWBERY RUN, READING, PA 19606
VICE PRESIDENT1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
BRIAN WELLER
3 SADOWKSI DR, READING, PA 19606
CHAIRMAN OF THE BOARD1$0
JEFF SMITH
5080 OLEY TURNPIKE RD, READING, PA 19606
PRESIDENT1$0
JULIE A FRY
1644 EAST THISTLE DRIVE, WYOMISSING, PA 19610
SECRETARY/TREASURER1$0
MICHELE WELLER
1104 STRAWBERY RUN, READING, PA 19606
VICE PRESIDENT1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BRIAN WELLER
3 SADOWKSI DR, READING, PA 19606
CHAIRMAN OF THE BOARD1$0
JEFF SMITH
5080 OLEY TURNPIKE RD, READING, PA 19606
PRESIDENT1$0
JULIE A FRY
1644 EAST THISTLE DRIVE, WYOMISSING, PA 19610
SECRETARY/TREASURER1$0
MICHELE WELLER
1104 STRAWBERY RUN, READING, PA 19606
VICE PRESIDENT1$0

Address and contacts

Address (IRS master file)
PO BOX 6234, WYOMISSING, PA 19610-0234
Signed the 990-PF
JULIE A FREY, SECRETARY/TREASURER
Phone
(610) 670-1000
Return prepared by
CHERRY BEKAERT ADVISORY 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 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
23-2494804
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
1988
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,899,817
Income (IRS master file)
$412,217

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$412,217$226,884$1,899,817IRS
990-PFDecember 2024$376,063$223,734$1,714,484IRS
990-PFDecember 2023$450,134$223,588$1,562,155XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 23-2494804).

Questions about E G & KLARA M SMITH FOUNDATION

What is the EIN of E G & KLARA M SMITH FOUNDATION?
The employer identification number (EIN) of E G & KLARA M SMITH FOUNDATION is 23-2494804.
Is E G & KLARA M SMITH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to E G & KLARA M SMITH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does E G & KLARA M SMITH FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of E G & KLARA M SMITH 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 E G & KLARA M SMITH 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 E G & KLARA M SMITH FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does E G & KLARA M SMITH FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $412,217, expenses of $226,884 and total assets of $1,899,817 at year end.

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