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Nonprofit · EIN 23-7245123

H SMITH RICHARDSON CHARITABLE TRUST

Tax-exempt · GREENSBORO, NC 27408

Financials

$6.7M$2.7M2023$5.7M$4.4M2024
Revenue Expenses · by fiscal year end
Financials of H SMITH RICHARDSON CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$5,725,289$4,358,932$1,366,357$68,165,106$276,791$67,888,315
December 31, 2023990-PF$6,703,742$2,676,257$4,027,485$66,823,674$301,716$66,521,958
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,373,783
Net gain from sales of assets
$3,817,332
Other income
$534,174

Expenses

Grants and similar amounts paid
$2,672,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$3,344,725
Excise tax on investment income
$62,527

Balance sheet and other

Total assets, start of year
$66,823,674
Total assets, end of year
$68,165,106
Total liabilities, end of year
$276,791
Net assets, end of year
$67,888,315
Fair market value of assets
$68,165,106
Qualifying distributions
$3,344,725
Net investment income
$5,311,539

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
C GERHARD ANDERSON III
701 GREEN VALLEY ROAD NO306, GREENSBORO, NC 27408
TRUSTEE1$0
JOHN P RICHARDSON JR
701 GREEN VALLEY ROAD NO306, GREENSBORO, NC 27408
TRUSTEE1$0
TYLER B RICHARDSON
701 GREEN VALLEY ROAD NO306, GREENSBORO, NC 27408
TRUSTEE1$0
NICOLAS L RICHARDSON
701 GREEN VALLEY ROAD NO306, GREENSBORO, NC 27408
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
C GERHARD ANDERSON III
701 GREEN VALLEY ROAD NO306, GREENSBORO, NC 27408
TRUSTEE1$0
JOHN P RICHARDSON JR
701 GREEN VALLEY ROAD NO306, GREENSBORO, NC 27408
TRUSTEE1$0
TYLER B RICHARDSON
701 GREEN VALLEY ROAD NO306, GREENSBORO, NC 27408
TRUSTEE1$0
NICOLAS L RICHARDSON
701 GREEN VALLEY ROAD NO306, GREENSBORO, NC 27408
TRUSTEE1$0

Address and contacts

Address (IRS master file)
701 GREEN VALLEY RD STE 306, GREENSBORO, NC 27408-7096
In care of
% RUBINO & MCGEEHIN
Signed the 990-PF
ROSS HEMPHILL, CFO
Phone
(336) 379-8600
Return prepared by
RSM US LLP

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

IRS record

EIN
23-7245123
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
1972
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$68,165,106
Income (IRS master file)
$1,907,957

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$5,725,289$4,358,932$68,165,106XML
990-TDecember 2024–––IRS
990-PFDecember 2023$6,703,742$2,676,257$66,823,674XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 23-7245123).

Questions about H SMITH RICHARDSON CHARITABLE TRUST

What is the EIN of H SMITH RICHARDSON CHARITABLE TRUST?
The employer identification number (EIN) of H SMITH RICHARDSON CHARITABLE TRUST is 23-7245123.
Is H SMITH RICHARDSON CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
Are donations to H SMITH RICHARDSON CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does H SMITH RICHARDSON CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of H SMITH RICHARDSON CHARITABLE TRUST 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 H SMITH RICHARDSON CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of H SMITH RICHARDSON CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does H SMITH RICHARDSON CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,725,289, expenses of $4,358,932 and total assets of $68,165,106 at year end.

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