Nonprofit · EIN 37-1773564
ANNETTE AND PAUL SMITH CHARITABLE FUND
Tax-exempt · OMAHA, NE 68102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,827,859 | $3,354,282 | $473,577 | $1,445,703 | $0 | $1,445,703 |
| December 31, 2023 | 990 | $3,550,227 | $3,373,784 | $176,443 | $981,127 | $3,032 | $978,095 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,800,000
- Program service revenue
- $0
- Investment income
- $27,859
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,301,490
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $3,354,282
Balance sheet and other
- Total assets, start of year
- $981,127
- Total assets, end of year
- $1,445,703
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,445,703
- Net assets without donor restrictions
- $1,445,703
- Gross receipts
- $3,827,859
- Employees
- 0
- Year formed
- 2015
- State of legal domicile
- NE
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Todd Simon | Director Trustee or director | 0.5 | $0 |
| Susan Lebens | Director Trustee or director | 1 | $0 |
| Michael C Lebens | Director Trustee or director | 1 | $0 |
| Paul G Smith | Vice Pres/Sec Trustee or director, Officer | 1 | $0 |
| Annette L Smith | President/Treas Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Todd Simon | Director Trustee or director | 0.5 | $0 |
| Susan Lebens | Director Trustee or director | 1 | $0 |
| Mike Lebens | Director Trustee or director | 1 | $0 |
| Paul G Smith | Vice Pres/Sec Trustee or director, Officer | 1 | $0 |
| Annette L Smith | President/Treas Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1536 CUMING ST, OMAHA, NE 68102-4409
- Signed the 990
- Annette L Smith, President/Treas
- Phone
- (402) 342-3458
Mission
Support the Omaha Community Foundation's Mission.
Program accomplishments
- Support the Omaha Community Foundation's Mission.Expenses $3,354,282 · grants $3,301,490
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 37-1773564
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $1,445,703
- Income (IRS master file)
- $3,827,859
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,827,859 | $3,354,282 | $1,445,703 | XML |
| 990 | December 2023 | $3,550,227 | $3,373,784 | $981,127 | XML |
| 990 | December 2022 | $2,515,762 | $3,270,662 | $809,025 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 37-1773564).
Questions about ANNETTE AND PAUL SMITH CHARITABLE FUND
- What is the EIN of ANNETTE AND PAUL SMITH CHARITABLE FUND?
- The employer identification number (EIN) of ANNETTE AND PAUL SMITH CHARITABLE FUND is 37-1773564.
- Is ANNETTE AND PAUL SMITH CHARITABLE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to ANNETTE AND PAUL SMITH CHARITABLE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does ANNETTE AND PAUL SMITH CHARITABLE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ANNETTE AND PAUL SMITH CHARITABLE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNETTE AND PAUL SMITH CHARITABLE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of ANNETTE AND PAUL SMITH CHARITABLE FUND?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does ANNETTE AND PAUL SMITH CHARITABLE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,827,859, expenses of $3,354,282 and total assets of $1,445,703 at year end.
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