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Nonprofit · EIN 59-2891582

LUCY GOODING CHARITABLE FOUNDATION TRUST

Also known as SMITH BONNIE H TTEE

Tax-exempt · JACKSONVILLE, FL 32236

Financials

$9.2M$10.9M2024$8.8M$8.8M2025
Revenue Expenses · by fiscal year end
Financials of LUCY GOODING CHARITABLE FOUNDATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$8,832,569$8,849,545-$16,976$102,998,181$3,150,000$99,848,181
December 31, 2024990-PF$9,228,191$10,850,722-$1,622,531$103,015,157$4,275,000$98,740,157
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$3,022,682
Interest
$152,702
Net gain from sales of assets
$5,657,185

Expenses

Grants and similar amounts paid
$7,433,500
Compensation of officers, directors and key employees
$265,560
Disbursements for charitable purposes
$7,639,964
Excise tax on investment income
$107,631

Balance sheet and other

Total assets, start of year
$103,015,157
Total assets, end of year
$102,998,181
Total liabilities, end of year
$3,150,000
Net assets, end of year
$99,848,181
Fair market value of assets
$139,074,138
Qualifying distributions
$7,639,964
Net investment income
$8,832,569

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
BONNIE H SMITH
POST OFFICE BOX 37349, JACKSONVILLE, FL 322367349
Trustee32$171,960
LINDA M LANIER
POST OFFICE BOX 37349, JACKSONVILLE, FL 322367349
Trustee4$31,200
WILFORD C LYON JR
POST OFFICE BOX 37349, JACKSONVILLE, FL 322367349
Trustee4$31,200
DAVID H PEEK
POST OFFICE BOX 37349, JACKSONVILLE, FL 322367349
Trustee4$31,200
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
BONNIE H SMITH
POST OFFICE BOX 37349, JACKSONVILLE, FL 322367349
Trustee32$171,960
LINDA M LANIER
POST OFFICE BOX 37349, JACKSONVILLE, FL 322367349
Trustee4$31,200
WILFORD C LYON JR
POST OFFICE BOX 37349, JACKSONVILLE, FL 322367349
Trustee4$31,200
DAVID H PEEK
POST OFFICE BOX 37349, JACKSONVILLE, FL 322367349
Trustee4$31,200

Address and contacts

Address (IRS master file)
PO BOX 37349, JACKSONVILLE, FL 32236-7349
Signed the 990-PF
BONNIE H SMITH, Trustee
Phone
(904) 635-6441

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
59-2891582
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
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$102,998,181
Income (IRS master file)
$54,690,696

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$8,125,233$6,594,967$100,437,688IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about LUCY GOODING CHARITABLE FOUNDATION TRUST

What is the EIN of LUCY GOODING CHARITABLE FOUNDATION TRUST?
The employer identification number (EIN) of LUCY GOODING CHARITABLE FOUNDATION TRUST is 59-2891582.
Is LUCY GOODING CHARITABLE FOUNDATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to LUCY GOODING CHARITABLE FOUNDATION TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUCY GOODING CHARITABLE FOUNDATION TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of LUCY GOODING CHARITABLE FOUNDATION TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LUCY GOODING CHARITABLE FOUNDATION TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of LUCY GOODING CHARITABLE FOUNDATION TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $171,960 (BONNIE H SMITH, Trustee).
How much revenue does LUCY GOODING CHARITABLE FOUNDATION TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,832,569, expenses of $8,849,545 and total assets of $102,998,181 at year end.

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