Nonprofit · EIN 45-6151245
HERBERT L SMITH III FAMILY FUND
Also known as HERBERT L SMITH III TTEE
Tax-exempt · MILL NECK, NY 11765
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $70,399 | $68,703 | $1,696 | $501,630 | $0 | $501,630 |
| December 31, 2024 | 990-PF | $71,530 | $56,331 | $15,199 | $499,934 | $0 | $499,934 |
| December 31, 2023 | 990-PF | $32,227 | $44,341 | -$12,114 | $484,735 | $0 | $484,735 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $10,402
- Net gain from sales of assets
- $59,997
Expenses
- Grants and similar amounts paid
- $53,445
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $53,445
- Excise tax on investment income
- $979
Balance sheet and other
- Total assets, start of year
- $499,934
- Total assets, end of year
- $501,630
- Total liabilities, end of year
- $0
- Net assets, end of year
- $501,630
- Fair market value of assets
- $1,239,930
- Qualifying distributions
- $53,445
- Net investment income
- $70,399
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 |
|---|---|---|---|
| HERBERT SMITH IV 116 HORSESHOE ROAD, MILL NECK, NY 11765 | TRUSTEE | 0 | $0 |
| VICTORIA SMITH WALSH PO BOX 301, MILL NECK, NY 11765 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERBERT SMITH IV 116 HORSESHOE ROAD, MILL NECK, NY 11765 | TRUSTEE | 0 | $0 |
| VICTORIA SMITH WALSH PO BOX 301, MILL NECK, NY 11765 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERBERT SMITH IV 116 HORSESHOE ROAD, MILL NECK, NY 11765 | TRUSTEE | 0 | $0 |
| VICTORIA SMITH WALSH PO BOX 301, MILL NECK, NY 11765 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 116 HORSESHOE RD, MILL NECK, NY 11765-1004
- In care of
- % HERBERT L SMITH III
- Signed the 990-PF
- HERBERT L SMITH IV, TRUSTEE
- Phone
- (516) 759-2731
- Return prepared by
- KRS CPAS
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
- 45-6151245
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $501,630
- Income (IRS master file)
- $208,917
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $70,399 | $68,703 | $501,630 | IRS |
| 990-PF | December 2024 | $71,530 | $56,331 | $499,934 | IRS |
| 990-PF | December 2023 | $32,227 | $44,341 | $484,735 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 45-6151245).
Questions about HERBERT L SMITH III FAMILY FUND
- What is the EIN of HERBERT L SMITH III FAMILY FUND?
- The employer identification number (EIN) of HERBERT L SMITH III FAMILY FUND is 45-6151245.
- Is HERBERT L SMITH III FAMILY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to HERBERT L SMITH III FAMILY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT L SMITH III FAMILY FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT L SMITH III FAMILY FUND 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 HERBERT L SMITH III FAMILY FUND 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 HERBERT L SMITH III FAMILY FUND?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does HERBERT L SMITH III FAMILY FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $70,399, expenses of $68,703 and total assets of $501,630 at year end.
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