Nonprofit · EIN 34-1717038
LLOYD L & LOUISE K SMITH FOUNDATION
Tax-exempt · COLUMBUS, OH 43216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $444,005 | $380,186 | $63,819 | $5,272,334 | $0 | $5,272,334 |
| December 31, 2024 | 990-PF | $179,923 | $354,269 | -$174,346 | $5,208,753 | $0 | $5,208,753 |
| December 31, 2023 | 990-PF | $843,120 | $388,308 | $454,812 | $5,238,666 | $0 | $5,238,666 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $244,776
- Net gain from sales of assets
- $193,012
- Other income
- $6,217
Expenses
- Grants and similar amounts paid
- $292,500
- Compensation of officers, directors and key employees
- $84,189
- Disbursements for charitable purposes
- $336,544
- Excise tax on investment income
- $5,464
Balance sheet and other
- Total assets, start of year
- $5,208,753
- Total assets, end of year
- $5,272,334
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,272,334
- Fair market value of assets
- $7,441,516
- Qualifying distributions
- $336,544
- Net investment income
- $436,707
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 |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $81,189 |
| ORVILLE L REED III 3800 EMBASSY PARKWAY SUITE 300, AKRON, OH 44333 | CO-TRUSTEE | 0 | $1,500 |
| WILLIAM L CAPLAN ESQ 3800 EMBASSY PARKWAY STE 300, AKRON, OH 44333 | CO-TRUSTEE | 0 | $1,500 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $74,453 |
| ORVILLE L REED III 3800 EMBASSY PARKWAY SUITE 300, AKRON, OH 44333 | CO-TRUSTEE | 0 | $1,500 |
| WILLIAM L CAPLAN ESQ 3800 EMBASSY PARKWAY STE 300, AKRON, OH 44333 | CO-TRUSTEE | 0 | $1,500 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $74,785 |
| ORVILLE L REED III 3800 EMBASSY PARKWAY SUITE 300, AKRON, OH 44333 | CO-TRUSTEE | 0 | $1,500 |
| WILLIAM L CAPLAN ESQ 3800 EMBASSY PARKWAY STE 300, AKRON, OH 44333 | CO-TRUSTEE | 0 | $1,500 |
Address and contacts
- Address (IRS master file)
- PO BOX 1558, COLUMBUS, OH 43216-1558
- In care of
- % FIRSTMERIT BANK
- Signed the 990-PF
- HUNTINGTON NATIONAL BANK, VICE PRESIDENT
- Phone
- (330) 384-7301
- Return prepared by
- PWC US 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 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
- 34-1717038
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,272,334
- Income (IRS master file)
- $1,130,546
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $444,005 | $380,186 | $5,272,334 | XML |
| 990-PF | December 2024 | $179,923 | $354,269 | $5,208,753 | IRS |
| 990-PF | December 2023 | $843,120 | $388,308 | $5,238,666 | XML |
| 990-PF | December 2022 | $480,844 | $450,175 | $4,928,897 | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 34-1717038).
Questions about LLOYD L & LOUISE K SMITH FOUNDATION
- What is the EIN of LLOYD L & LOUISE K SMITH FOUNDATION?
- The employer identification number (EIN) of LLOYD L & LOUISE K SMITH FOUNDATION is 34-1717038.
- Is LLOYD L & LOUISE K SMITH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Which annual return does LLOYD L & LOUISE K SMITH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LLOYD L & LOUISE K SMITH 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 LLOYD L & LOUISE K SMITH 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 LLOYD L & LOUISE K SMITH FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $81,189 (HUNTINGTON NATIONAL BANK, TRUSTEE).
- How much revenue does LLOYD L & LOUISE K SMITH FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $444,005, expenses of $380,186 and total assets of $5,272,334 at year end.
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