Nonprofit · EIN 25-6851030
RICHARD AND JUNE SMITH FAMILY FOUNDATION
Also known as SMITH RICHARD O ET AL FID
Tax-exempt · STUART, FL 34994
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF (amended) | $254,621 | $133,591 | $121,030 | $1,503,323 | $0 | $1,503,323 |
| December 31, 2024 | 990-PF | $113,107 | $114,523 | -$1,416 | $1,382,293 | $0 | $1,382,293 |
| December 31, 2023 | 990-PF | $157,205 | $106,111 | $51,094 | $1,383,709 | $0 | $1,383,709 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $75,926
- Net gain from sales of assets
- $178,695
Expenses
- Grants and similar amounts paid
- $132,000
- Disbursements for charitable purposes
- $132,000
- Excise tax on investment income
- $3,517
Balance sheet and other
- Total assets, start of year
- $1,382,293
- Total assets, end of year
- $1,503,323
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,503,323
- Fair market value of assets
- $2,770,094
- Qualifying distributions
- $132,000
- Net investment income
- $254,621
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID C SMITH 3477 SE WILLOUGHBY BLVD SUITE 101, STUART, FL 34994 | CO-TRUSTEE | 0 | $0 |
| COREY R SMITH 1901 WALNUT ST APT 17D, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID C SMITH 3477 SE WILLOUGHBY BLVD SUITE 101, STUART, FL 34994 | CO-TRUSTEE | 0 | $0 |
| COREY R SMITH 1901 WALNUT ST APT 17D, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID C SMITH 3477 SE WILLOUGHBY BLVD SUITE 101, STUART, FL 34994 | CO-TRUSTEE | 0 | $0 |
| COREY R SMITH 1901 WALNUT ST APT 17D, PHILADELPHIA, PA 19103 | CO-TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3477 SE WILLOUGHBY BLVD STE 101, STUART, FL 34994-5061
- In care of
- % DAVID C SMITH
- Signed the 990-PF
- DAVID C SMITH, CO-TRUSTEE
- Phone
- (772) 781-6455
- Return prepared by
- CYPRESS TAX 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 25-6851030
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,503,323
- Income (IRS master file)
- $553,075
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $254,621 | $133,591 | $1,503,323 | XML |
| 990-PF | December 2024 | $113,107 | $114,523 | $1,382,293 | XML |
| 990-PF | December 2023 | $157,205 | $106,111 | $1,383,709 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 25-6851030).
Questions about RICHARD AND JUNE SMITH FAMILY FOUNDATION
- What is the EIN of RICHARD AND JUNE SMITH FAMILY FOUNDATION?
- The employer identification number (EIN) of RICHARD AND JUNE SMITH FAMILY FOUNDATION is 25-6851030.
- Is RICHARD AND JUNE SMITH FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to RICHARD AND JUNE SMITH FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD AND JUNE SMITH FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD AND JUNE SMITH FAMILY 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 RICHARD AND JUNE SMITH FAMILY 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 RICHARD AND JUNE SMITH FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does RICHARD AND JUNE SMITH FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $254,621, expenses of $133,591 and total assets of $1,503,323 at year end.
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