Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 58-6306403

WILLIAM R & SARA BABB SMITH FOUNDATION

Also known as SMITH WILLIAM R ETAL TTEE

Tax-exempt · MCDONOUGH, GA 30253

Financials

$189K$241K2023$319K$288K2024
Revenue Expenses · by fiscal year end
Financials of WILLIAM R & SARA BABB SMITH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$318,879$287,506$31,373$2,859,186$0$2,859,186
December 31, 2023990-PF$188,918$240,786-$51,868$2,827,813$0$2,827,813
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$87,673
Net gain from sales of assets
$227,131
Other income
$4,075

Expenses

Grants and similar amounts paid
$221,956
Salaries, compensation and benefits (total)
$11,900
Disbursements for charitable purposes
$226,937
Excise tax on investment income
$762

Balance sheet and other

Total assets, start of year
$2,827,813
Total assets, end of year
$2,859,186
Total liabilities, end of year
$0
Net assets, end of year
$2,859,186
Fair market value of assets
$4,151,230
Qualifying distributions
$226,937
Net investment income
$103,472

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.

NameTitleHours / weekCompensation
HANS BRODER
35 GABRIELLE COURT, STOCKBRIDGE, GA 30281
PRESIDENT1$0
NANCY R SMITH
1201 BROOKHAVEN PARK PLACE, ATLANTA, GA 30319
VICE PRESIDE1$0
HON JAMES T CHAFIN III
240 CHAFIN DRIVE, 240 CHAFIN DRIVE, MCDONOUGH, GA 30252
TREASURER1$0
ALLISON AUSBAND
175 LAWRENCEVILLE STREET, 175 LAWRENCEVILLE STREET, MCDONOUGH, GA 30253
TRUSTEE1$0
MARY LYNN LAMBERT
1953 ISLAND VIEW DRIVE, HIAWASSEE, GA 30546
TRUSTEE1$0
KATHY ENGEMAN
317 LEGUIN MILL ROAD, LOCUST GROVE, GA 30248
TRUSTEE1$0
CANDACE HOOVER
305 FREEDOM DRIVE, 305 FREEDOM DRIVE, FORSYTH, GA 31029
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
HANS BRODER
35 GABRIELLE COURT, STOCKBRIDGE, GA 30281
PRESIDENT0$0
NANCY R SMITH
1201 BROOKHAVEN PARK PLACE, ATLANTA, GA 30319
VICE PRESIDE0$0
HON JAMES T CHAFIN III
240 CHAFIN DRIVE, 240 CHAFIN DRIVE, MCDONOUGH, GA 30252
TREASURER0$0
ALLISON AUSBAND
175 LAWRENCEVILLE STREET, 175 LAWRENCEVILLE STREET, MCDONOUGH, GA 30253
TRUSTEE0$0
MARY LYNN LAMBERT
1953 ISLAND VIEW DRIVE, HIAWASSEE, GA 30546
TRUSTEE0$0
KATHY ENGEMAN
317 LEGUIN MILL ROAD, LOCUST GROVE, GA 30248
TRUSTEE0$0
CANDACE HOOVER
305 FREEDOM DRIVE, 305 FREEDOM DRIVE, FORSYTH, GA 31029
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 2000, MCDONOUGH, GA 30253-1720
In care of
% SMITH GAMBRELL & RUSSELL PA
Signed the 990-PF
HON JAMES T CHAFIN III, TREASURER
Phone
(770) 355-9064
Return prepared by
WHALEY HAMMONDS PC

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

IRS record

EIN
58-6306403
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,859,186
Income (IRS master file)
$679,090

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$318,879$287,506$2,859,186IRS
990-PFDecember 2023$188,918$240,786$2,827,813XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 58-6306403).

Questions about WILLIAM R & SARA BABB SMITH FOUNDATION

What is the EIN of WILLIAM R & SARA BABB SMITH FOUNDATION?
The employer identification number (EIN) of WILLIAM R & SARA BABB SMITH FOUNDATION is 58-6306403.
Is WILLIAM R & SARA BABB SMITH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to WILLIAM R & SARA BABB SMITH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM R & SARA BABB SMITH FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM R & SARA BABB SMITH FOUNDATION 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 R & SARA BABB SMITH FOUNDATION 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 R & SARA BABB SMITH FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does WILLIAM R & SARA BABB SMITH FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $318,879, expenses of $287,506 and total assets of $2,859,186 at year end.

Other nonprofits in MCDONOUGH

All nonprofits in MCDONOUGH · Georgia · Philanthropy, voluntarism and grantmaking foundations