Nonprofit · EIN 59-1952016
JASON L & CARRIE M SMITH CHARITABLE TR
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $45,552 | $61,177 | -$15,625 | $426,309 | $0 | $426,309 |
| March 31, 2025 | 990-PF | $29,490 | $60,982 | -$31,492 | $453,096 | $0 | $453,096 |
| March 31, 2024 | 990-PF | $21,774 | $38,457 | -$16,683 | $479,844 | $0 | $479,844 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $12,103
- Net gain from sales of assets
- $33,449
Expenses
- Grants and similar amounts paid
- $48,620
- Compensation of officers, directors and key employees
- $12,004
- Disbursements for charitable purposes
- $49,820
- Excise tax on investment income
- $483
Balance sheet and other
- Total assets, start of year
- $453,096
- Total assets, end of year
- $426,309
- Total liabilities, end of year
- $0
- Net assets, end of year
- $426,309
- Fair market value of assets
- $654,830
- Qualifying distributions
- $49,820
- Net investment income
- $45,552
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK NA PO BOX 630858, CINCINNATI, OH 452630858 | TRUSTEE | 2 | $12,004 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Comerica Bank PO BOX 75000, DETROIT, MI 48275 | TRUSTEE | 2 | $11,647 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Comerica Bank PO BOX 75000, DETROIT, MI 48275 | TRUSTEE | 2 | $10,958 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % COMERICA BANK M-C 33020
- Signed the 990-PF
- MATTHEW GRABOWSKI, VICE PRESIDENT
- Phone
- (248) 984-1400
- Return prepared by
- KPMG 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 59-1952016
- 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
- 1974
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $426,309
- Income (IRS master file)
- $73,438
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $45,552 | $61,177 | $426,309 | XML |
| 990-PF | March 2025 | $29,490 | $60,982 | $453,096 | XML |
| 990-PF | March 2024 | $21,774 | $38,457 | $479,844 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | 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 59-1952016).
Questions about JASON L & CARRIE M SMITH CHARITABLE TR
- What is the EIN of JASON L & CARRIE M SMITH CHARITABLE TR?
- The employer identification number (EIN) of JASON L & CARRIE M SMITH CHARITABLE TR is 59-1952016.
- Is JASON L & CARRIE M SMITH CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to JASON L & CARRIE M SMITH CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JASON L & CARRIE M SMITH CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JASON L & CARRIE M SMITH CHARITABLE TR due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JASON L & CARRIE M SMITH CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of JASON L & CARRIE M SMITH CHARITABLE TR?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $12,004 (FIFTH THIRD BANK NA, TRUSTEE).
- How much revenue does JASON L & CARRIE M SMITH CHARITABLE TR have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $45,552, expenses of $61,177 and total assets of $426,309 at year end.
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