Nonprofit · EIN 56-6040787
SMITH FAMILY FOUNDATION
Tax-exempt · GREENSBORO, NC 27408
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $168,833 | $350,221 | -$181,388 | $4,092,000 | $0 | $4,092,000 |
| June 30, 2025 | 990-PF | $218,821 | $203,971 | $14,850 | $4,273,388 | $0 | $4,273,388 |
| June 30, 2024 | 990-PF | $184,622 | $176,322 | $8,300 | $4,258,538 | $0 | $4,258,538 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $165,462
- Net gain from sales of assets
- $1,854
- Other income
- $1,517
Expenses
- Grants and similar amounts paid
- $270,000
- Compensation of officers, directors and key employees
- $73,806
- Disbursements for charitable purposes
- $285,113
- Excise tax on investment income
- $1,485
Balance sheet and other
- Total assets, start of year
- $4,273,388
- Total assets, end of year
- $4,092,000
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,092,000
- Fair market value of assets
- $7,337,603
- Qualifying distributions
- $285,113
- Net investment income
- $167,316
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUST COMPANY OF THE SOUTH 800 GREEN VALLEY ROAD SUITE 304, GREENSBORO, NC 27408 | CO-TRUSTEE | 0 | $48,806 |
| JAMES H SMITH JR PO BOX 449, BURLINGTON, NC 272160449 | EXECUTIVE DI | 0 | $25,000 |
| WILLIAM H SMITH 800 GREEN VALLEY ROAD SUITE 304, GREENSBORO, NC 27408 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUST COMPANY OF THE SOUTH 800 GREEN VALLEY ROAD SUITE 304, GREENSBORO, NC 27408 | CO-TRUSTEE | 0 | $44,149 |
| JAMES H SMITH JR PO BOX 138, GIBSONVILLE, NC 27249 | EXECUTIVE DI | 0 | $25,000 |
| WILLIAM H SMITH 800 GREEN VALLEY ROAD SUITE 304, GREENSBORO, NC 27408 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUST COMPANY OF THE SOUTH 800 GREEN VALLEY ROAD SUITE 304, GREENSBORO, NC 27408 | CO-TRUSTEE | 0 | $34,166 |
| JAMES H SMITH JR PO BOX 138, GIBSONVILLE, NC 27249 | EXECUTIVE DI | 0 | $25,000 |
| WILLIAM H SMITH 800 GREEN VALLEY ROAD SUITE 304, GREENSBORO, NC 27408 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 800 GREEN VALLEY RD STE 304, GREENSBORO, NC 27408-7030
- Signed the 990-PF
- WILLIAM H SMITH, TRUSTEE
- Phone
- (336) 538-1000
- Return prepared by
- STOUT STUART MCGOWEN & KING 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 56-6040787
- 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
- 1952
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,092,000
- Income (IRS master file)
- $297,084
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $168,833 | $350,221 | $4,092,000 | XML |
| 990-PF | June 2025 | $218,821 | $203,971 | $4,273,388 | XML |
| 990-PF | June 2024 | $184,622 | $176,322 | $4,258,538 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 56-6040787).
Questions about SMITH FAMILY FOUNDATION
- What is the EIN of SMITH FAMILY FOUNDATION?
- The employer identification number (EIN) of SMITH FAMILY FOUNDATION is 56-6040787.
- Is SMITH FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1952.
- Are donations to SMITH FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SMITH FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SMITH FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SMITH FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of SMITH FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2026 lists 3 people; 2 received compensation from the organization, the highest $48,806 (TRUST COMPANY OF THE SOUTH, CO-TRUSTEE).
- How much revenue does SMITH FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $168,833, expenses of $350,221 and total assets of $4,092,000 at year end.
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