Nonprofit · EIN 33-0327308
SMITH WALKER FOUNDATION
Tax-exempt · NEWPORT BEACH, CA 92660
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $126,402 | $303,300 | -$176,898 | $1,476,823 | $0 | $1,476,823 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $95,367
- Interest
- $18,773
- Net gain from sales of assets
- $12,244
- Other income
- $18
Expenses
- Grants and similar amounts paid
- $270,000
- Disbursements for charitable purposes
- $270,000
- Excise tax on investment income
- $1,193
Balance sheet and other
- Total assets, start of year
- $1,653,721
- Total assets, end of year
- $1,476,823
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,476,823
- Fair market value of assets
- $5,013,024
- Qualifying distributions
- $270,000
- Net investment income
- $119,150
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALKER SMITH III 1024 BAYSIDE DRIVE 231, NEWPORT BEACH, CA 926607462 | TRUSTEE | 1 | $0 |
| DONALD GOODRICH 1024 BAYSIDE DRIVE 231, NEWPORT BEACH, CA 926607462 | TRUSTEE | 1 | $0 |
| ALEX ROYALTY 1024 BAYSIDE DRIVE 231, NEWPORT BEACH, CA 926607462 | ASSISTANT SE | 1 | $0 |
| KIM S SMITH 1024 BAYSIDE DRIVE 231, NEWPORT BEACH, CA 926607462 | TREASURER | 4 | $0 |
| JANET G GATES 1024 BAYSIDE DRIVE 231, NEWPORT BEACH, CA 926607462 | SECRETARY | 1 | $0 |
| NATHAN C GATES 1024 BAYSIDE DRIVE 231, NEWPORT BEACH, CA 926607462 | VICE PRESIDE | 1 | $0 |
| LESLIE WEINZETTEL 1024 BAYSIDE DRIVE 231, NEWPORT BEACH, CA 926607462 | ASSISTANT TR | 1 | $0 |
| CLARKE A SMITH 1024 BAYSIDE DRIVE 231, NEWPORT BEACH, CA 926607462 | PRESIDENT | 4 | $0 |
| SHELLY ROYALTY 1024 BAYSIDE DRIVE 231, NEWPORT BEACH, CA 926607462 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1024 BAYSIDE DRIVE 231, NEWPORT BEACH, CA 92660-7462
- Signed the 990-PF
- CLARKE A SMITH, PRESIDENT
- Phone
- (949) 203-3010
- Return prepared by
- ARETE ADVISORS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 33-0327308
- 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
- 1989
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,476,823
- Income (IRS master file)
- $263,113
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | – | – | – | IRS |
| 990-PF | September 2024 | $163,767 | $265,390 | $1,653,721 | IRS |
| 990-PF | September 2023 | $209,823 | $274,063 | $1,755,344 | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | 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 SMITH WALKER FOUNDATION
- What is the EIN of SMITH WALKER FOUNDATION?
- The employer identification number (EIN) of SMITH WALKER FOUNDATION is 33-0327308.
- Is SMITH WALKER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to SMITH WALKER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SMITH WALKER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SMITH WALKER FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SMITH WALKER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of SMITH WALKER FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does SMITH WALKER FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $126,402, expenses of $303,300 and total assets of $1,476,823 at year end.
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