Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 23-7245421

L B SMITH ESTATE FOUNDATION INC

Tax-exempt · CAMP HILL, PA 17011

Financials

$336K$391K2023$458K$435K2024
Revenue Expenses · by fiscal year end
Financials of L B SMITH ESTATE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$458,441$434,900$23,541$7,006,508$55,992$6,950,516
December 31, 2023990$335,619$390,951-$55,332$6,887,769$88,370$6,799,399
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$323,582
Program service revenue
$0
Investment income
$134,859
Net gain from sales of assets
$66,056
Other revenue
$0

Expenses

Grants and similar amounts paid
$414,018
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$5,750
Program services (functional)
$414,018
Management and general (functional)
$20,882

Balance sheet and other

Total assets, start of year
$6,887,769
Total assets, end of year
$7,006,508
Total liabilities, end of year
$55,992
Net assets, end of year
$6,950,516
Publicly traded securities
$2,645,712
Net assets without donor restrictions
$6,950,516
Gross receipts
$493,088
Employees
0
Volunteers
11
Year formed
1975
State of legal domicile
PA

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
RICHARD E JORDAN IIIPRESIDENT
Trustee or director, Officer
0.5$0
DALLAS ZULLIEXECUTIVE VICE PRESIDENT
Trustee or director, Officer
0.5$0
JAMES W GALLOWAY IIISECRETARY
Trustee or director, Officer
0.5$0
CRICKET GATESTREASURER
Officer
0.5$0
TIMOTHY P HANLONVICE PRESIDENT
Officer
0.5$0
HOMER S HETRICKVICE PRESIDENT
Officer
0.5$0
LBS HETRICKASSISTANT SECRETARY
Officer
0.5$0
DAVID W HUTTONASSISTANT SECRETARY
Officer
0.5$0
RICHARD E JORDAN IIVICE PRESIDENT
Officer
0.5$0
SPENCER G NAUMAN JRVICE PRESIDENT
Officer
0.5$0
HEATHER STORMINASSISTANT TREASURER
Officer
0.5$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
RICHARD E JORDAN IIIPRESIDENT
Trustee or director, Officer
0.5$0
DALLAS ZULLIEXECUTIVE VICE PRESIDENT
Trustee or director, Officer
0.5$0
JAMES W GALLOWAY IIISECRETARY
Trustee or director, Officer
0.5$0
CRICKET GATESTREASURER
Officer
0.5$0
TIMOTHY P HANLONVICE PRESIDENT
Officer
0.5$0
HOMER S HETRICKVICE PRESIDENT
Officer
0.5$0
LBS HETRICKASSISTANT SECRETARY
Officer
0.5$0
DAVID W HUTTONASSISTANT SECRETARY
Officer
0.5$0
RICHARD E JORDAN IIVICE PRESIDENT
Officer
0.5$0
SPENCER G NAUMAN JRVICE PRESIDENT
Officer
0.5$0
HEATHER STORMINASSISTANT TREASURER
Officer
0.5$0

Address and contacts

Address (IRS master file)
1810 MARKET ST, CAMP HILL, PA 17011-4824
Principal officer (990 for 2024)
DALLAS ZULLI, 1810 MARKET STREET, CAMP HILL, PA 17011
Signed the 990
DALLAS ZULLI, CFO
Phone
(717) 731-0207
Return prepared by
BOYER & RITTER LLC

Mission

PROVIDE GRANTS TO ORGANIZATIONS FOR CULTURAL, MEDICAL AND EDUCATIONAL ACTIVITIES

990 for the year ended December 31, 2024

Program accomplishments

  • L.B. SMITH ESTATE FOUNDATION WAS FORMED TO SUPPORT CULTURAL, EDUCATIONAL AND MEDICAL PROGRAMS. SUPPORT IS GIVEN TO ASSIST IN PROVIDING CULTURAL PROGRAMS TO THE GENERAL PUBLIC. FINANCIAL SUPPORT IS PROVIDED FOR EDUCATIONAL PROGRAMS AT SCHOOLS AND COLLEGES AS WELL AS FINANCIAL ASSISTANCE TO EDUCATIONAL ORGANIZATIONS. MEDICAL ORGANIZATIONS ARE PROVIDED WITH ASSISTANCE IN THEIR ENDEAVORS TO ALLEVIATE ILLNESS THROUGH RESEARCH, BUILDING PROGRAMS AND THROUGH THEIR NORMAL OPERATIONAL PROGRAMS. CHARITABLE ORGANIZATIONS ARE ALSO GRANTED FUNDS IN SUPPORT OF THEIR GENERAL CHARITABLE PURPOSES. IN SELECTING ORGANIZATIONS TO RECEIVE GRANTS FOR CULTURAL, EDUCATIONAL, MEDICAL AND CHARITABLE PURPOSES, THE BOARD CONSIDERS RECOMMENDATIONS FROM CONTRIBUTORS AND IN ITS DISCRETION MAY DISTRIBUTE THE CONTRIBUTED AMOUNT TO THE RECOMMENDED ORGANIZATION ALONG WITH A MATCHING AMOUNT FROM THE FOUNDATION'S FUNDS.
    Expenses $414,018 · grants $414,018

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
23-7245421
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1973
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,006,508
Income (IRS master file)
$493,088

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$458,441$434,900$7,006,508IRS
990December 2023$335,619$390,951$6,887,769XML
990December 2022$340,597$338,777$6,650,117IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 23-7245421).

Questions about L B SMITH ESTATE FOUNDATION INC

What is the EIN of L B SMITH ESTATE FOUNDATION INC?
The employer identification number (EIN) of L B SMITH ESTATE FOUNDATION INC is 23-7245421.
Is L B SMITH ESTATE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
Are donations to L B SMITH ESTATE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does L B SMITH ESTATE FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of L B SMITH ESTATE FOUNDATION INC 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 L B SMITH ESTATE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of L B SMITH ESTATE FOUNDATION INC?
The 990 for the year ended December 31, 2024 names DALLAS ZULLI.
Who are the officers and directors of L B SMITH ESTATE FOUNDATION INC?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does L B SMITH ESTATE FOUNDATION INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $458,441, expenses of $434,900 and total assets of $7,006,508 at year end.

Other nonprofits in CAMP HILL

All nonprofits in CAMP HILL · Pennsylvania