Nonprofit · EIN 36-7634748
SMITH FAM CHARITABLE TR UA 11212000
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $241,865 | $126,628 | $115,237 | $1,624,327 | $0 | $1,624,327 |
| December 31, 2024 | 990-PF | $283,783 | $125,999 | $157,784 | $1,509,110 | $0 | $1,509,110 |
| December 31, 2023 | 990-PF | $86,843 | $133,919 | -$47,076 | $1,351,373 | $0 | $1,351,373 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $62,276
- Net gain from sales of assets
- $179,589
Expenses
- Grants and similar amounts paid
- $98,000
- Compensation of officers, directors and key employees
- $20,371
- Disbursements for charitable purposes
- $104,143
- Excise tax on investment income
- $3,138
Balance sheet and other
- Total assets, start of year
- $1,509,110
- Total assets, end of year
- $1,624,327
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,624,327
- Fair market value of assets
- $2,145,982
- Qualifying distributions
- $104,143
- Net investment income
- $241,815
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 |
|---|---|---|---|
| KEYBANK N A 127 PUBLIC SQUARE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $20,371 |
| ELIZABETH T MCCANDLESS 14 YORK STREET, PORTLAND, ME 04101 | CO-TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK N A 127 PUBLIC SQUARE, CLEVELAND, OH 44144 | TRUSTEE | 1 | $19,541 |
| ELIZABETH T MCCANDLESS 14 YORK STREET, PORTLAND, ME 04101 | CO-TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION 1 CANAL PLAZA, PORTLAND, ME 04101 | CO-TRUSTEE | 2 | $17,902 |
| ELIZABETH T MCCANDLESS 14 YORK STREET, PORTLAND, ME 04101 | CO-TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % KEYBANK NATIONAL ASSOCIATION TTEE
- Signed the 990-PF
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (207) 874-7169
- 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
- 36-7634748
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,624,327
- Income (IRS master file)
- $690,769
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $241,865 | $126,628 | $1,624,327 | IRS |
| 990-PF | December 2024 | $283,783 | $125,999 | $1,509,110 | IRS |
| 990-PF | December 2023 | $86,843 | $133,919 | $1,351,373 | XML |
| 990-PF | December 2022 | – | – | – | 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 36-7634748).
Questions about SMITH FAM CHARITABLE TR UA 11212000
- What is the EIN of SMITH FAM CHARITABLE TR UA 11212000?
- The employer identification number (EIN) of SMITH FAM CHARITABLE TR UA 11212000 is 36-7634748.
- Is SMITH FAM CHARITABLE TR UA 11212000 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to SMITH FAM CHARITABLE TR UA 11212000 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SMITH FAM CHARITABLE TR UA 11212000 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SMITH FAM CHARITABLE TR UA 11212000 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 SMITH FAM CHARITABLE TR UA 11212000 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 SMITH FAM CHARITABLE TR UA 11212000?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $20,371 (KEYBANK N A, TRUSTEE).
- How much revenue does SMITH FAM CHARITABLE TR UA 11212000 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $241,865, expenses of $126,628 and total assets of $1,624,327 at year end.
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