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Nonprofit · EIN 47-5584806

DAVID W SMITH FUND

Tax-exempt · CORONADO, CA 92118

Financials

$130K$6K2023$165K$34K2024
Revenue Expenses · by fiscal year end
Financials of DAVID W SMITH FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$165,276$34,136$131,140$1,037,082$0$1,037,082
December 31, 2023990$129,831$5,621$124,210$893,821$0$893,821
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$51,191
Program service revenue
$30,112
Investment income
$83,973
Other revenue
$0

Expenses

Grants and similar amounts paid
$30,445
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$1,977
Program services (functional)
$30,445
Management and general (functional)
$3,691

Balance sheet and other

Total assets, start of year
$893,821
Total assets, end of year
$1,037,082
Total liabilities, end of year
$0
Net assets, end of year
$1,037,082
Publicly traded securities
$1,008,737
Net assets without donor restrictions
$1,037,082
Gross receipts
$165,276
Employees
0
Volunteers
10
Year formed
2015
State of legal domicile
CA

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.

NameTitleHours / weekCompensation
Lynne M BirdTreasurer
Trustee or director, Officer
2$0
Kenneth L JonesVice President
Trustee or director, Officer
1$0
Margaret AdamDirector
Trustee or director
1$0
Ian D KrantzPresident
Trustee or director, Officer
1$0
Cynthia J CurryDirector
Trustee or director
1$0
Melanie ManningDirector
Trustee or director
1$0
Robert LipinskiDirector
Trustee or director
1$0
Chad Haldemann-EnglertSecretary
Trustee or director, Officer
1$0
Yuri ZarateDirector
Trustee or director
1$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
Lynne M BirdTreasurer
Trustee or director, Officer
2$0
Kenneth L JonesVice President
Trustee or director, Officer
1$0
Margaret AdamSecretary
Trustee or director, Officer
1$0
Ian D KrantzPresident
Trustee or director, Officer
1$0
Cynthia J CurryDirector
Trustee or director
1$0
Melanie ManningDirector
Trustee or director
1$0
Robert LipinskiDirector
Trustee or director
1$0
Chad Haldemann-EnglertDirector
Trustee or director
1$0
Yuri ZarateDirector
Trustee or director
1$0

Address and contacts

Address (IRS master file)
100 ACACIA WAY, CORONADO, CA 92118-2421
In care of
% LYNNE M BIRD
Mailing address (990-N for 2017)
100 Acacia Way, Coronado CA 92118
Principal officer (990 for 2024)
Lynne Bird
Principal officer (990-N for 2017)
Lynne Bird, 100 Acacia Way, Coronado CA 92118
Signed the 990
Lynne Bird, Treasurer
Phone
(619) 435-1282
Return prepared by
For Purpose Law Group

California records

California keeps its own records of charities and corporations. Search them by EIN 47-5584806 or by the name DAVID W SMITH FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

The organization's mission is to support the annual workshop on birth defects, the David W Smith Workshop on Malformations and Morphogenesis.

990 for the year ended December 31, 2024

Program accomplishments

  • As an Annual Workshop sponsor, the David W. Smith Fund provides travel awards to the trainees (18), honoraria to the speakers (4), and awards to trainees (4) for top oral and poster presentations.
    Expenses $30,445 · revenue $30,113

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
47-5584806
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2016
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B60)
Assets (IRS master file)
$1,037,082
Income (IRS master file)
$165,276

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$165,276$34,136$1,037,082IRS
990December 2023$129,831$5,621$893,821XML
990December 2022$40,577$29,880$730,750IRS
990December 2021–––IRS
990December 2020–––IRS
990-EZDecember 2018–––IRS
990-N for 2017
Officer: Lynne Bird
December 31, 2017≤ $50,000 receipts––e-Postcard
990-EZDecember 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 47-5584806).

Questions about DAVID W SMITH FUND

What is the EIN of DAVID W SMITH FUND?
The employer identification number (EIN) of DAVID W SMITH FUND is 47-5584806.
Is DAVID W SMITH FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to DAVID W SMITH FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does DAVID W SMITH 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 DAVID W SMITH 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 DAVID W SMITH FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of DAVID W SMITH FUND?
The 990 for the year ended December 31, 2024 names Lynne Bird.
Who are the officers and directors of DAVID W SMITH FUND?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does DAVID W SMITH FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $165,276, expenses of $34,136 and total assets of $1,037,082 at year end.

Other nonprofits in CORONADO

All nonprofits in CORONADO · California · Education