Nonprofit · EIN 56-6526359
WILLIAM HAROLD SMITH CHARITABLE TR
Also known as SMITH J MATT TTEE
Tax-exempt · MARION, NC 28752
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $229,388 | $174,888 | $54,500 | $4,881,483 | $0 | $4,881,483 |
| December 31, 2023 | 990-PF | $199,001 | $149,652 | $49,349 | $4,815,302 | $0 | $4,815,302 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $16,641
- Interest
- $220,284
- Net rental income
- $1,503
- Net gain from sales of assets
- -$20,262
Expenses
- Grants and similar amounts paid
- $134,050
- Compensation of officers, directors and key employees
- $27,172
- Disbursements for charitable purposes
- $134,050
- Excise tax on investment income
- $3,470
Balance sheet and other
- Total assets, start of year
- $4,815,302
- Total assets, end of year
- $4,881,483
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,881,483
- Fair market value of assets
- $4,705,569
- Qualifying distributions
- $134,050
- Net investment income
- $249,650
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Matt Smith 1105 Airport Road, Marion, NC 28752 | Trustee | 15 | $27,172 |
| Mitch Goodson 313 Pinecrest Drive, Marion, NC 28752 | Trustee | 1 | $0 |
| David Ditt 18 Viewpoint Drive, Marion, NC 28752 | Secretary | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Matt Smith 1105 Airport Road, Marion, NC 28752 | Trustee | 15 | $12,759 |
| Mitch Goodson 313 Pinecrest Drive, Marion, NC 28752 | Trustee | 1 | $5,055 |
| David Ditt 18 Viewpoint Drive, Marion, NC 28752 | Secretary | 1 | $200 |
Address and contacts
- Address (IRS master file)
- PO BOX 1750, MARION, NC 28752-1750
- In care of
- % ALFRED M SHIVER CPA PA
- Signed the 990-PF
- Mitch Goodson, Trustee
- Phone
- (704) 813-2501
- Return prepared by
- Ketron Masino & Associates CPAs PLLC
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 | Not 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
- 56-6526359
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $4,881,483
- Income (IRS master file)
- $295,763
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $229,388 | $174,888 | $4,881,483 | XML |
| 990-PF | December 2023 | $199,001 | $149,652 | $4,815,302 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 56-6526359).
Questions about WILLIAM HAROLD SMITH CHARITABLE TR
- What is the EIN of WILLIAM HAROLD SMITH CHARITABLE TR?
- The employer identification number (EIN) of WILLIAM HAROLD SMITH CHARITABLE TR is 56-6526359.
- Is WILLIAM HAROLD SMITH CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to WILLIAM HAROLD SMITH CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM HAROLD SMITH CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM HAROLD SMITH CHARITABLE TR 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 WILLIAM HAROLD SMITH CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WILLIAM HAROLD SMITH CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $27,172 (Matt Smith, Trustee).
- How much revenue does WILLIAM HAROLD SMITH CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $229,388, expenses of $174,888 and total assets of $4,881,483 at year end.
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