Nonprofit · EIN 23-7709897
ROBERT E AND MARIE ORR SMITH FOUNDATION
Tax-exempt · PHILADELPHIA, PA 19103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $1,084,434 | $1,194,118 | -$109,684 | $17,317,351 | $0 | $17,317,351 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $516,860
- Net gain from sales of assets
- $567,574
Expenses
- Grants and similar amounts paid
- $992,510
- Compensation of officers, directors and key employees
- $122,131
- Disbursements for charitable purposes
- $992,510
- Excise tax on investment income
- $13,130
Balance sheet and other
- Total assets, start of year
- $17,427,041
- Total assets, end of year
- $17,317,351
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,317,351
- Fair market value of assets
- $21,331,932
- Qualifying distributions
- $992,510
- Net investment income
- $1,084,434
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE GLENMEDE TRUST CO N A 1650 MARKET ST STE 4000, PHILADELPHIA, PA 191037391 | TRUSTEE | 7 | $122,131 |
| ROBERT D ORR JR C/O THE GLENMEDE TRUST CO NA, PHILADELPHIA, PA 191037391 | TRUSTEE | 1 | $0 |
| SCOTT SMITH C/O THE GLENMEDE TRUST CO NA, PHILADELPHIA, PA 191037391 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1650 MARKET ST STE 4000, PHILADELPHIA, PA 19103-7311
- In care of
- % GLENMEADE TRUST CO NA
- Signed the 990-PF
- THEODORE A CARLSON, MANAGER
- Phone
- (215) 419-6000
- Return prepared by
- ERNST & YOUNG 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7709897
- 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
- 1993
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $17,317,351
- Income (IRS master file)
- $3,169,836
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | – | – | – | IRS |
| 990-PF | November 2024 | – | – | – | IRS |
| 990-PF | November 2023 | $731,682 | $1,101,223 | $16,018,168 | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about ROBERT E AND MARIE ORR SMITH FOUNDATION
- What is the EIN of ROBERT E AND MARIE ORR SMITH FOUNDATION?
- The employer identification number (EIN) of ROBERT E AND MARIE ORR SMITH FOUNDATION is 23-7709897.
- Is ROBERT E AND MARIE ORR SMITH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to ROBERT E AND MARIE ORR SMITH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT E AND MARIE ORR SMITH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT E AND MARIE ORR SMITH FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT E AND MARIE ORR SMITH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of ROBERT E AND MARIE ORR SMITH FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 3 people; 1 received compensation from the organization, the highest $122,131 (THE GLENMEDE TRUST CO N A, TRUSTEE).
- How much revenue does ROBERT E AND MARIE ORR SMITH FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $1,084,434, expenses of $1,194,118 and total assets of $17,317,351 at year end.
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