Nonprofit · EIN 31-6151598
WILLIAM E SMITH TRUST B 31-238-9
Tax-exempt · HAMILTON, OH 45011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $70,706 | $53,577 | $17,129 | $758,614 | $0 | $758,614 |
| November 30, 2024 | 990-PF | $37,408 | $50,693 | -$13,285 | $741,485 | $0 | $741,485 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $30,193
- Interest
- $936
- Net gain from sales of assets
- $39,577
Expenses
- Grants and similar amounts paid
- $39,584
- Compensation of officers, directors and key employees
- $12,518
- Disbursements for charitable purposes
- $45,486
- Excise tax on investment income
- $878
Balance sheet and other
- Total assets, start of year
- $741,485
- Total assets, end of year
- $758,614
- Total liabilities, end of year
- $0
- Net assets, end of year
- $758,614
- Fair market value of assets
- $1,000,813
- Qualifying distributions
- $45,486
- Net investment income
- $70,706
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 |
|---|---|---|---|
| FIRST FINANCIAL BANK 300 HIGH STREET, HAMILTON, OH 45011 | TRUSTEE | 0 | $12,518 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST FINANCIAL BANK 300 HIGH STREET, HAMILTON, OH 45011 | TRUSTEE | 0 | $12,031 |
Address and contacts
- Address (IRS master file)
- 300 HIGH STREET, HAMILTON, OH 45011-6078
- In care of
- % WEALTH RESOURCE GROUP TAX DEPT
- Signed the 990-PF
- FIRST FINANCIAL BANK, TRUSTEE
- Phone
- (513) 867-4878
- Return prepared by
- DELOITTE TAX 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
- 31-6151598
- 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
- 2013
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $758,614
- Income (IRS master file)
- $213,875
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $70,706 | $53,577 | $758,614 | XML |
| 990-PF | November 2024 | $37,408 | $50,693 | $741,485 | XML |
| 990-PF | November 2023 | – | – | – | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | 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 31-6151598).
Questions about WILLIAM E SMITH TRUST B 31-238-9
- What is the EIN of WILLIAM E SMITH TRUST B 31-238-9?
- The employer identification number (EIN) of WILLIAM E SMITH TRUST B 31-238-9 is 31-6151598.
- Is WILLIAM E SMITH TRUST B 31-238-9 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to WILLIAM E SMITH TRUST B 31-238-9 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM E SMITH TRUST B 31-238-9 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM E SMITH TRUST B 31-238-9 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 WILLIAM E SMITH TRUST B 31-238-9 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 WILLIAM E SMITH TRUST B 31-238-9?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,518 (FIRST FINANCIAL BANK, TRUSTEE).
- How much revenue does WILLIAM E SMITH TRUST B 31-238-9 have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $70,706, expenses of $53,577 and total assets of $758,614 at year end.
Other nonprofits in HAMILTON
- HAMILTON HIGH SCHOOL BOOSTERS ASSOCIATION INC EIN 31-0994093 · last filed 990 for 2025
- TYLER RICHARDSON FOUNDATION EIN 26-4409483 · last filed 990-EZ for 2025
- WILLIARD & LILLIAN BOSAW MEMORIAL SCHOLARSHIP FUND EIN 35-1967183 · last filed 990-PF for 2025
- MIDDLE GROUND MINISTRIES EIN 27-0069968 · last filed 990 for 2024
- BLUE GRIDIRON CLUB INC EIN 93-2040021 · last filed 990-EZ for 2024
- MORGAN ELEMENTARY PTO EIN 38-3704501 · last filed 990-EZ for 2025
- LINDEN ELEMENTARY PTO EIN 27-2820724 · last filed 990-EZ for 2024
- GUYNETH BESHOAR WEBSTER SCHOLARSHIP FUND EIN 35-6714628 · last filed 990-PF for 2025