Nonprofit · EIN 35-2015637
SMITH FAMILY FOUNDATION INC
Tax-exempt · CARMEL, IN 46032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $11,119,430 | $6,566,253 | $4,553,177 | $48,269,376 | $0 | $48,269,376 |
| March 31, 2025 | 990-PF | $11,328,256 | $5,953,789 | $5,374,467 | $43,716,199 | $0 | $43,716,199 |
| March 31, 2024 | 990-PF | $4,496,056 | $4,263,447 | $232,609 | $38,341,732 | $0 | $38,341,732 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $6,062,959
- Dividends
- $470,061
- Interest
- $12,669
- Net gain from sales of assets
- $4,573,741
Expenses
- Grants and similar amounts paid
- $6,270,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $6,270,000
- Excise tax on investment income
- $76,989
Balance sheet and other
- Total assets, start of year
- $43,716,199
- Total assets, end of year
- $48,269,376
- Total liabilities, end of year
- $0
- Net assets, end of year
- $48,269,376
- Fair market value of assets
- $108,988,184
- Qualifying distributions
- $6,270,000
- Net investment income
- $5,613,427
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LONNIE M SMITH 14363 CHESTER AVENUE, SARATOGA, CA 950705624 | DIRECTOR/PRESIDENT | 2 | $0 |
| CHERYL D SMITH 14363 CHESTER AVENUE, SARATOGA, CA 950705624 | DIRECTOR/VICE-PRESIDENT | 2 | $0 |
| JEFFREY H THOMASSON PO BOX 80238, INDIANAPOLIS, IN 462800238 | DIRECTOR/SECRETARY & TREAS | 2 | $0 |
990-PF for the year ended March 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LONNIE M SMITH 14363 CHESTER AVENUE, SARATOGA, CA 950705624 | DIRECTOR/PRESIDENT | 2 | $0 |
| CHERYL D SMITH 14363 CHESTER AVENUE, SARATOGA, CA 950705624 | DIRECTOR/VICE-PRESIDENT | 2 | $0 |
| JEFFREY H THOMASSON PO BOX 80238, INDIANAPOLIS, IN 462800238 | DIRECTOR/SECRETARY & TREAS | 2 | $0 |
990-PF for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LONNIE M SMITH 14363 CHESTER AVENUE, SARATOGA, CA 950705624 | DIRECTOR/PRESIDENT | 2 | $0 |
| CHERYL D SMITH 14363 CHESTER AVENUE, SARATOGA, CA 950705624 | DIRECTOR/VICE-PRESIDENT | 2 | $0 |
| JEFFREY H THOMASSON PO BOX 80238, INDIANAPOLIS, IN 462800238 | DIRECTOR/SECRETARY & TREAS | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 11711 N MERIDIAN ST STE 600, CARMEL, IN 46032-4548
- In care of
- % OXFORD FINANCIAL ADVISORS INC
- Signed the 990-PF
- JEFFREY H THOMASSON CFP, DIRECTOR, SECRETARY & TREASURE
- Phone
- (317) 843-5678
- Return prepared by
- MATHER & CO CPAS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-2015637
- 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
- 1998
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $48,269,376
- Income (IRS master file)
- $11,794,189
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $11,119,430 | $6,566,253 | $48,269,376 | XML |
| 990-PF | March 2025 | $11,328,256 | $5,953,789 | $43,716,199 | XML |
| 990-PF | March 2024 | $4,496,056 | $4,263,447 | $38,341,732 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2020 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | 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 35-2015637).
Questions about SMITH FAMILY FOUNDATION INC
- What is the EIN of SMITH FAMILY FOUNDATION INC?
- The employer identification number (EIN) of SMITH FAMILY FOUNDATION INC is 35-2015637.
- Is SMITH FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SMITH FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SMITH FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SMITH FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SMITH FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of SMITH FAMILY FOUNDATION INC?
- The 990-PF for the year ended March 31, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does SMITH FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $11,119,430, expenses of $6,566,253 and total assets of $48,269,376 at year end.
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