Nonprofit · EIN 38-3213042
WILLIAM H & PATRICIA M SMITH FOUNDATION
Tax-exempt · LOUISVILLE, KY 40242
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $399,106 | $448,579 | -$49,473 | $6,922,591 | $0 | $6,922,591 |
| June 30, 2024 | 990-PF | $1,580,680 | $422,087 | $1,158,593 | $6,972,064 | $0 | $6,972,064 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $187,125
- Interest
- $99
- Net gain from sales of assets
- $211,882
Expenses
- Grants and similar amounts paid
- $343,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $343,000
- Excise tax on investment income
- $4,635
Balance sheet and other
- Total assets, start of year
- $6,972,064
- Total assets, end of year
- $6,922,591
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,922,591
- Fair market value of assets
- $8,201,124
- Qualifying distributions
- $343,000
- Net investment income
- $399,106
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENDALL SMITH 24321 SAN JUAN RD, CARMEL, CA 93923 | PRES / TRUSTEE | 1 | $0 |
| SCOTT D SMITH 1953 W EVERGREEN, CHICAGO, IL 60622 | TRUSTEE | 1 | $0 |
| WENDY A KUBITSKEY 8807 JUNIPER SPRINGS PLACE, LOUISVILLE, KY 40242 | SEC / TREAS/TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENDALL SMITH 24321 SAN JUAN RD, CARMEL, CA 93923 | PRES / TRUSTEE | 1 | $0 |
| SCOTT D SMITH 1953 W EVERGREEN, CHICAGO, IL 60622 | TRUSTEE | 1 | $0 |
| WENDY A KUBITSKEY 8807 JUNIPER SPRINGS PLACE, LOUISVILLE, KY 40242 | SEC / TREAS/TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8807 JUNIPER SPRINGS PL, LOUISVILLE, KY 40242-7659
- In care of
- % JANE FORBES
- Signed the 990-PF
- WILLIAM SMITH, PRESIDENT / TRUSTEE
- Phone
- (502) 339-0745
- Return prepared by
- REHMANN ROBSON 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-3213042
- 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
- 1995
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $6,922,591
- Income (IRS master file)
- $4,072,329
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $399,106 | $448,579 | $6,922,591 | IRS |
| 990-PF | June 2024 | $1,580,680 | $422,087 | $6,972,064 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 38-3213042).
Questions about WILLIAM H & PATRICIA M SMITH FOUNDATION
- What is the EIN of WILLIAM H & PATRICIA M SMITH FOUNDATION?
- The employer identification number (EIN) of WILLIAM H & PATRICIA M SMITH FOUNDATION is 38-3213042.
- Is WILLIAM H & PATRICIA M SMITH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to WILLIAM H & PATRICIA M SMITH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM H & PATRICIA M SMITH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM H & PATRICIA M SMITH FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM H & PATRICIA M SMITH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of WILLIAM H & PATRICIA M SMITH FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does WILLIAM H & PATRICIA M SMITH FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $399,106, expenses of $448,579 and total assets of $6,922,591 at year end.
Other nonprofits in LOUISVILLE
- THE COMMUNITY FOUNDATION OF LOUISVILLE INC EIN 31-0997017 · last filed 990 for 2025
- SMITH BROTHERS FAMILY FOUNDATION INC EIN 84-3726366 · last filed 990-PF for 2024
- UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATION EIN 47-2373203 · last filed 990 for 2025
- THE COMMUNITY FOUNDATIO OF LOUISVILLE DEPOSITORY INC EIN 31-1140889 · last filed 990 for 2025
- WILLIAM O ALDEN JR CHARITABLE TR EIN 99-6814920 · last filed 990-PF for 2025
- METRO UNITED WAY INC EIN 61-0444680 · last filed 990 for 2025
- JEWISH COMMUNITY OF LOUISVILLE INC EIN 61-0444765 · last filed 990 for 2025
- INDIGO FOUNDATION INC EIN 81-4600741 · last filed 990-PF for 2024
All nonprofits in LOUISVILLE · Kentucky · Philanthropy, voluntarism and grantmaking foundations