Nonprofit · EIN 45-6144422
WILLIAM S SMITH CHARITABLE TR
Also known as SMITH WILLIAM TTEE
Tax-exempt · TULSA, OK 74136
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $6,405,264 | $8,557,032 | -$2,151,768 | $77,411,929 | $0 | $77,411,929 |
| December 31, 2023 | 990-PF | $211,595 | $10,323,768 | -$10,112,173 | $79,557,180 | $0 | $79,557,180 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $400,000
- Dividends
- $2,769,455
- Net gain from sales of assets
- $3,235,809
Expenses
- Grants and similar amounts paid
- $7,877,000
- Compensation of officers, directors and key employees
- $641,413
- Disbursements for charitable purposes
- $8,058,769
- Excise tax on investment income
- $76,547
Balance sheet and other
- Total assets, start of year
- $79,557,180
- Total assets, end of year
- $77,411,929
- Total liabilities, end of year
- $0
- Net assets, end of year
- $77,411,929
- Fair market value of assets
- $90,013,058
- Qualifying distributions
- $8,058,769
- Net investment income
- $6,005,264
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUST COMPANY OF OKLAHOMA 6120 S YALE AVENUE STE 1900, TULSA, OK 74136 | INSTITUTIONAL TRUSTEE | 1 | $464,450 |
| ERIK CHILLINGWORTH 3159 E 26TH PLACE, TULSA, OK 74114 | TRUSTEE | 1 | $176,963 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUST COMPANY OF OKLAHOMA 6120 S YALE AVENUE STE 1900, TULSA, OK 74136 | INSTITUTIONAL TRUSTEE | 1 | $453,732 |
| ERIK CHILLINGWORTH 3159 E 26TH PLACE, TULSA, OK 74114 | TRUSTEE | 1 | $171,144 |
Address and contacts
- Address (IRS master file)
- 6120 S YALE AVE STE 1900, TULSA, OK 74136-4218
- Signed the 990-PF
- TRUST COMPANY OF OK, TRUSTEE
- Phone
- (918) 894-4080
- Return prepared by
- EIDE BAILLY 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 | Not 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
- 45-6144422
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $77,411,929
- Income (IRS master file)
- $38,398,999
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $6,405,264 | $8,557,032 | $77,411,929 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $211,595 | $10,323,768 | $79,557,180 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 45-6144422).
Questions about WILLIAM S SMITH CHARITABLE TR
- What is the EIN of WILLIAM S SMITH CHARITABLE TR?
- The employer identification number (EIN) of WILLIAM S SMITH CHARITABLE TR is 45-6144422.
- Is WILLIAM S SMITH CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to WILLIAM S SMITH CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM S SMITH CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM S SMITH CHARITABLE TR 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 WILLIAM S SMITH CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WILLIAM S SMITH CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $464,450 (TRUST COMPANY OF OKLAHOMA, INSTITUTIONAL TRUSTEE).
- How much revenue does WILLIAM S SMITH CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,405,264, expenses of $8,557,032 and total assets of $77,411,929 at year end.
Other nonprofits in TULSA
- GEORGE KAISER FAMILY FOUNDATION EIN 73-1574370 · last filed 990 for 2024
- TULSA COMMUNITY FOUNDATION EIN 73-1554474 · last filed 990 for 2024
- CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION EIN 73-1312965 · last filed 990-PF for 2024
- CROSSSEED INC EIN 99-3164735 · last filed 990 for 2024
- ASBJORNSON FOUNDATION EIN 73-1582633 · last filed 990-PF for 2024
- J A & LETA M CHAPMAN CHARITABLE TR EIN 73-6112228 · last filed 990 for 2024
- JOSEPH W CRAFT III FOUNDATION EIN 73-1514539 · last filed 990-PF for 2024
- WILLIAM K WARREN FOUNDATION EIN 73-0609599 · last filed 990-PF for 2024
All nonprofits in TULSA · Oklahoma · Philanthropy, voluntarism and grantmaking foundations