Nonprofit · EIN 46-3730108
WILLIAM AND JANITA SMITH FOUNDATION
Tax-exempt · BURLINGTON, WI 53105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $568,718 | $587,505 | -$18,787 | $5,158,735 | $0 | $5,158,735 |
| December 31, 2024 | 990-PF | $1,418,234 | $602,667 | $815,567 | $5,178,343 | $0 | $5,178,343 |
| December 31, 2023 | 990-PF | $158,708 | $417,777 | -$259,069 | $4,373,964 | $11,188 | $4,362,776 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $84,385
- Interest
- $18
- Net rental income
- $67,219
- Net gain from sales of assets
- $343,321
- Other income
- $53
Expenses
- Grants and similar amounts paid
- $425,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $427,891
- Excise tax on investment income
- $6,036
Balance sheet and other
- Total assets, start of year
- $5,178,343
- Total assets, end of year
- $5,158,735
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,158,735
- Fair market value of assets
- $6,300,162
- Qualifying distributions
- $427,891
- Net investment income
- $568,718
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 |
|---|---|---|---|
| William Smith 224 Peters Pkwy, Burlington, WI 53105 | President | 2 | $0 |
| Janita Smith 224 Peters Pkwy, Burlington, WI 53105 | Vice President | 2 | $0 |
| Steve Jensen 224 Peters Pkwy, Burlington, WI 53105 | Treasurer | 2 | $0 |
| Leslie Thorngate 224 Peters Pkwy, Burlington, WI 53105 | Secretary | 2 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM SMITH 224 Peters Pkwy, Burlington, WI 53105 | President | 0 | $0 |
| JANITA SMITH 224 Peters Pkwy, Burlington, WI 53105 | Vice President | 0 | $0 |
| Steve Jensen 224 Peters Pkwy, Burlington, WI 53105 | Treasurer | 0 | $0 |
| Leslie Thorngate 224 Peters Pkwy, Burlington, WI 53105 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM R SMITH 4931 Bonita Bay Blvd, Bonita Springs, FL 34134 | President | 0 | $0 |
| JANITA R SMITH 4931 Bonita Bay Blvd, Bonita Springs, FL 34134 | Vice President | 0 | $0 |
| PATRICK M MCMAHON 4931 Bonita Bay Blvd, Bonita Springs, FL 34134 | DIRECTOR | 0 | $0 |
| Jordan Smith 4931 Bonita Bay Blvd, Bonita Springs, FL 34134 | Secretary/Treasurer | 0 | $0 |
| Stephen Smith 4931 Bonita Bay Blvd, Bonita Springs, FL 34134 | Director | 0 | $0 |
| Laura Burkhead 4931 Bonita Bay Blvd, Bonita Springs, FL 34134 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 224 PETERS PKWY, BURLINGTON, WI 53105-1131
- In care of
- % LESLIE THORNGATE
- Signed the 990-PF
- William Smith, President
- Phone
- (262) 215-7887
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
- 46-3730108
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,158,735
- Income (IRS master file)
- $3,974,836
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $568,718 | $587,505 | $5,158,735 | IRS |
| 990-PF | December 2024 | $1,418,234 | $602,667 | $5,178,343 | XML |
| 990-PF | December 2023 | $158,708 | $417,777 | $4,373,964 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 46-3730108).
Questions about WILLIAM AND JANITA SMITH FOUNDATION
- What is the EIN of WILLIAM AND JANITA SMITH FOUNDATION?
- The employer identification number (EIN) of WILLIAM AND JANITA SMITH FOUNDATION is 46-3730108.
- Is WILLIAM AND JANITA SMITH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to WILLIAM AND JANITA SMITH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM AND JANITA SMITH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM AND JANITA SMITH FOUNDATION 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 WILLIAM AND JANITA SMITH FOUNDATION 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 WILLIAM AND JANITA SMITH FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WILLIAM AND JANITA SMITH FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $568,718, expenses of $587,505 and total assets of $5,158,735 at year end.
Other nonprofits in BURLINGTON
- BURLINGTON COMMUNITY FUND LTD EIN 26-1533139 · last filed 990 for 2025
- WAGNER-ESSMAN CARE FOUNDATION INC EIN 26-1405199 · last filed 990-PF for 2025
- ONEILL FOUNDATION INC EIN 26-0456310 · last filed 990-PF for 2025
- CATHOLIC CENTRAL HIGH SCHOOL OF BURLINGTON ENDOWMENT FNDTN INC EIN 39-1524961 · last filed 990 for 2026
- SCHERRER CARES INC EIN 47-2757965 · last filed 990-EZ for 2025
- CAROL M WILMER ENDOWMENT INC EIN 39-1947746 · last filed 990-EZ for 2025
- MUSTARD SEED FARM FOUNDATION INC EIN 82-2862386 · last filed 990 for 2025
- AFTER THE DASH INC EIN 83-4644319 · last filed 990-EZ for 2023
All nonprofits in BURLINGTON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations