Nonprofit · EIN 51-0137245
DR BOB AND JEAN SMITH FOUNDATION
Tax-exempt · DALLAS, TX 75219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $1,023,685 | $1,655,511 | -$631,826 | $16,867,341 | $270,847 | $16,596,494 |
| September 30, 2024 | 990-PF | $1,095,573 | $1,405,828 | -$310,255 | $17,445,768 | $217,448 | $17,228,320 |
| September 30, 2023 | 990-PF | $1,503,771 | $1,406,150 | $97,621 | $17,622,775 | $84,200 | $17,538,575 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $528,505
- Net gain from sales of assets
- $491,524
- Other income
- $3,656
Expenses
- Grants and similar amounts paid
- $679,898
- Compensation of officers, directors and key employees
- $413,686
- Disbursements for charitable purposes
- $897,988
- Excise tax on investment income
- $3,707
Balance sheet and other
- Total assets, start of year
- $17,445,768
- Total assets, end of year
- $16,867,341
- Total liabilities, end of year
- $270,847
- Net assets, end of year
- $16,596,494
- Fair market value of assets
- $21,553,604
- Qualifying distributions
- $897,988
- Net investment income
- $1,023,685
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SALLY SMITH MASHBURN 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | PRESIDENT/CHAIRWOMAN | 40 | $261,353 |
| WHITNEY WALLACE MEYER 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $114,833 |
| MARTY S KELLEY 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $6,500 |
| ROBERT H WEST 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $6,500 |
| BILL R WOMBLE 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $6,500 |
| BROOKS KELLEY 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $6,500 |
| CHRISTIANNA KELLEY 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $6,500 |
| SCOTT R SMITH 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $5,000 |
990-PF for the year ended September 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SALLY SMITH MASHBURN 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | PRESIDENT/CHAIRWOMAN | 40 | $204,117 |
| WHITNEY WALLACE MEYER 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $39,533 |
| SCOTT R SMITH 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $6,200 |
| MARTY S KELLEY 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $6,200 |
| ROBERT H WEST 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $6,200 |
| BILL R WOMBLE 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $6,200 |
| BROOKS KELLEY 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $6,200 |
| CHRISTIANNA KELLEY 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $6,200 |
990-PF for the year ended September 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SALLY SMITH MASHBURN 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | PRESIDENT/CHAIRWOMAN | 40 | $205,544 |
| SCOTT R SMITH 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $5,300 |
| MARTY S KELLEY 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $5,300 |
| ROBERT H WEST 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $5,300 |
| BILL R WOMBLE 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $5,300 |
| WHITNEY WALLACE 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $5,300 |
| BROOKS KELLEY 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $3,600 |
| CHRISTIANNA KELLEY 3811 TURTLE CREEK BLVD SUITE 750, DALLAS, TX 75219 | DIRECTOR | 1 | $3,600 |
Address and contacts
- Address (IRS master file)
- 3811 TURTLE CREEK BLVD SUITE 1420, DALLAS, TX 75219-4693
- Signed the 990-PF
- SALLY SMITH MASHBURN, PRESIDENT
- Phone
- (214) 521-3461
- Return prepared by
- SCHWENN & ASSOCIATES 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 51-0137245
- 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
- 1990
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Health care (E99)
- Assets (IRS master file)
- $16,867,341
- Income (IRS master file)
- $7,447,351
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $1,023,685 | $1,655,511 | $16,867,341 | XML |
| 990-PF | September 2024 | $1,095,573 | $1,405,828 | $17,445,768 | XML |
| 990-PF | September 2023 | $1,503,771 | $1,406,150 | $17,622,775 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 51-0137245).
Questions about DR BOB AND JEAN SMITH FOUNDATION
- What is the EIN of DR BOB AND JEAN SMITH FOUNDATION?
- The employer identification number (EIN) of DR BOB AND JEAN SMITH FOUNDATION is 51-0137245.
- Is DR BOB AND JEAN SMITH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to DR BOB AND JEAN SMITH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DR BOB AND JEAN SMITH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DR BOB AND JEAN SMITH FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DR BOB AND JEAN SMITH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of DR BOB AND JEAN SMITH FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 8 people; 8 received compensation from the organization, the highest $261,353 (SALLY SMITH MASHBURN, PRESIDENT/CHAIRWOMAN).
- How much revenue does DR BOB AND JEAN SMITH FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $1,023,685, expenses of $1,655,511 and total assets of $16,867,341 at year end.
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