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Nonprofit · EIN 26-3813802

DONALD AND AMY SMITH JR FAMILY FOUNDATION INC

Tax-exempt · NEW OXFORD, PA 17350

Financials

$679K$210K2023$349K$222K2024$1.6M$368K2025
Revenue Expenses · by fiscal year end
Financials of DONALD AND AMY SMITH JR FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,584,138$368,163$1,215,975$2,950,677$0$2,950,677
December 31, 2024990-PF$348,591$222,097$126,494$2,167,634$0$2,167,634
December 31, 2023990-PF$678,984$210,229$468,755$2,043,268$0$2,043,268
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$950,683
Dividends
$107,625
Interest
$4,953
Net gain from sales of assets
$520,877

Expenses

Grants and similar amounts paid
$345,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$345,000
Excise tax on investment income
$8,520

Balance sheet and other

Total assets, start of year
$2,167,634
Total assets, end of year
$2,950,677
Total liabilities, end of year
$0
Net assets, end of year
$2,950,677
Fair market value of assets
$3,284,956
Qualifying distributions
$345,000
Net investment income
$633,455

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.

NameTitleHours / weekCompensation
DONALD B SMITH JR
4062 YORK ROAD, NEW OXFORD, PA 17350
PRESIDENT/DIRECTOR0.5$0
AMY M SMITH
4062 YORK ROAD, NEW OXFORD, PA 17350
TREASURER/SECRETARY/DIRECT0.5$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
DONALD B SMITH JR
4062 YORK ROAD, NEW OXFORD, PA 17350
PRESIDENT/DIRECTOR0.5$0
AMY M SMITH
4062 YORK ROAD, NEW OXFORD, PA 17350
TREASURER/SECRETARY/DIRECT0.5$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
DONALD B SMITH JR
4062 YORK ROAD, NEW OXFORD, PA 17350
PRESIDENT/DIRECTOR0.5$0
AMY M SMITH
4062 YORK ROAD, NEW OXFORD, PA 17350
TREASURER/SECRETARY/DIRECT0.5$0

Address and contacts

Address (IRS master file)
4062 YORK RD, NEW OXFORD, PA 17350-9118
In care of
% DONALD SMITH JR
Signed the 990-PF
DONALD B SMITH JR, PRESIDENT
Phone
(717) 632-7722
Return prepared by
ELLIN & TUCKER CHARTERED

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
26-3813802
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
December
Files
Form 990-PF
Assets (IRS master file)
$2,950,677
Income (IRS master file)
$2,413,399

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,584,138$368,163$2,950,677IRS
990-PFDecember 2024$348,591$222,097$2,167,634IRS
990-PFDecember 2023$678,984$210,229$2,043,268XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 26-3813802).

Questions about DONALD AND AMY SMITH JR FAMILY FOUNDATION INC

What is the EIN of DONALD AND AMY SMITH JR FAMILY FOUNDATION INC?
The employer identification number (EIN) of DONALD AND AMY SMITH JR FAMILY FOUNDATION INC is 26-3813802.
Is DONALD AND AMY SMITH JR FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to DONALD AND AMY SMITH JR FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DONALD AND AMY SMITH JR FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of DONALD AND AMY SMITH JR FAMILY FOUNDATION INC 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 DONALD AND AMY SMITH JR FAMILY FOUNDATION INC 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 DONALD AND AMY SMITH JR FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does DONALD AND AMY SMITH JR FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,584,138, expenses of $368,163 and total assets of $2,950,677 at year end.

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