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Nonprofit · EIN 36-7125514

CHARLES HAYDEN SMITH CHARITABLE TR

Tax-exempt · DALLAS, TX 75265

Financials

$535K$344K2024
Revenue Expenses · by fiscal year end
Financials of CHARLES HAYDEN SMITH CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$535,161$343,503$191,658$4,746,054$0$4,746,054
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$131,095
Net gain from sales of assets
$404,066

Expenses

Grants and similar amounts paid
$267,372
Compensation of officers, directors and key employees
$64,929
Disbursements for charitable purposes
$293,859
Excise tax on investment income
$6,719

Balance sheet and other

Total assets, start of year
$4,551,540
Total assets, end of year
$4,746,054
Total liabilities, end of year
$0
Net assets, end of year
$4,746,054
Fair market value of assets
$6,058,293
Qualifying distributions
$293,859
Net investment income
$530,418

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.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
Trustee1$64,929

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA IL TTEE
Signed the 990-PF
BANK OF AMERICA TRUSTEE, MANAGING DIR
Phone
(888) 866-3275

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 yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
36-7125514
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
1997
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$4,746,054
Income (IRS master file)
$1,089,082

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025–––IRS
990-PFNovember 2024–––IRS
990-PFNovember 2023-$16,940$254,315$4,395,184IRS
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––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 CHARLES HAYDEN SMITH CHARITABLE TR

What is the EIN of CHARLES HAYDEN SMITH CHARITABLE TR?
The employer identification number (EIN) of CHARLES HAYDEN SMITH CHARITABLE TR is 36-7125514.
Is CHARLES HAYDEN SMITH CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to CHARLES HAYDEN SMITH CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES HAYDEN SMITH CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES HAYDEN SMITH CHARITABLE TR 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 CHARLES HAYDEN SMITH CHARITABLE TR 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 CHARLES HAYDEN SMITH CHARITABLE TR?
The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $64,929 (BANK OF AMERICA, Trustee).
How much revenue does CHARLES HAYDEN SMITH CHARITABLE TR have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $535,161, expenses of $343,503 and total assets of $4,746,054 at year end.

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