Nonprofit · EIN 26-2873407
SMITH AND DAVIS FOUNDATION INC
Tax-exempt · MOCKSVILLE, NC 27028
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $153,507 | $91,140 | $62,367 | $1,023,551 | $0 | $1,023,551 |
| June 30, 2024 | 990-PF | $27,902 | $97,441 | -$69,539 | $961,184 | $0 | $961,184 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $32,616
- Interest
- $1,651
- Net gain from sales of assets
- $119,240
Expenses
- Grants and similar amounts paid
- $60,000
- Compensation of officers, directors and key employees
- $13,000
- Disbursements for charitable purposes
- $66,500
- Excise tax on investment income
- $1,793
Balance sheet and other
- Total assets, start of year
- $961,184
- Total assets, end of year
- $1,023,551
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,023,551
- Fair market value of assets
- $1,376,268
- Qualifying distributions
- $66,500
- Net investment income
- $153,507
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN SINGLETON 602 SINGLETON ROAD, MOCKSVILLE, NC 27028 | DIRECTOR | 10 | $8,000 |
| AMELIA LATHAM 4443 NC HIGHWAY 801S, ADVANCE, NC 27006 | DIRECTOR | 5 | $2,600 |
| MICHELLE LEE FISHEL MYERS 875 RAINBOW ROAD, MOCKSVILLE, NC 27028 | DIRECTOR | 5 | $1,200 |
| TRICIA G SPRY 4920 GUESS ROAD, ROUGEMONT, NC 27572 | DIRECTOR | 5 | $1,200 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN SINGLETON 602 SINGLETON ROAD, MOCKSVILLE, NC 27028 | DIRECTOR | 10 | $8,000 |
| AMELIA LATHAM 4443 NC HIGHWAY 801S, ADVANCE, NC 27006 | DIRECTOR | 5 | $1,200 |
| MICHELLE LEE FISHEL MYERS 875 RAINBOW ROAD, MOCKSVILLE, NC 27028 | DIRECTOR | 5 | $1,200 |
| JANSEN G MCDANIEL 4920 GUESS ROAD, ROUGEMONT, NC 27572 | DIRECTOR | 5 | $600 |
Address and contacts
- Address (IRS master file)
- 602 SINGLETON RD, MOCKSVILLE, NC 27028-6839
- In care of
- % JOHN SINGLETON
- Signed the 990-PF
- JOHN SINGLETON, DIRECTOR
- Phone
- (336) 998-8233
- Return prepared by
- Ledford Newsom PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-2873407
- 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
- 2009
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,023,551
- Income (IRS master file)
- $351,265
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $153,507 | $91,140 | $1,023,551 | XML |
| 990-PF | June 2024 | $27,902 | $97,441 | $961,184 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | 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 26-2873407).
Questions about SMITH AND DAVIS FOUNDATION INC
- What is the EIN of SMITH AND DAVIS FOUNDATION INC?
- The employer identification number (EIN) of SMITH AND DAVIS FOUNDATION INC is 26-2873407.
- Is SMITH AND DAVIS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to SMITH AND DAVIS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SMITH AND DAVIS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SMITH AND DAVIS FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SMITH AND DAVIS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of SMITH AND DAVIS FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 4 received compensation from the organization, the highest $8,000 (JOHN SINGLETON, DIRECTOR).
- How much revenue does SMITH AND DAVIS FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $153,507, expenses of $91,140 and total assets of $1,023,551 at year end.
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