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Nonprofit · EIN 59-3483065

EMILY BALZ SMITH FOUNDATION INC

Tax-exempt · JACKSONVILLE, FL 32257

Financials

−$33K$228K2022$1.3M$263K2023$414K$323K2024
Revenue Expenses · by fiscal year end
Financials of EMILY BALZ SMITH FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$414,255$323,379$90,876$4,695,464$0$4,695,464
August 31, 2024990-PF$1,279,262$262,672$1,016,590$4,486,907$0$4,486,907
August 31, 2023990-PF-$32,690$227,593-$260,283$3,278,497$0$3,278,497
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$100,000
Dividends
$106,788
Interest
$47,780
Net gain from sales of assets
$159,278
Other income
$409

Expenses

Grants and similar amounts paid
$283,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$288,807
Excise tax on investment income
$3,989

Balance sheet and other

Total assets, start of year
$4,486,907
Total assets, end of year
$4,695,464
Total liabilities, end of year
$0
Net assets, end of year
$4,695,464
Fair market value of assets
$6,146,551
Qualifying distributions
$288,807
Net investment income
$313,846

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
V HAWLEY SMITH JR
2767 FOREST CIRCLE, JACKSONVILLE, FL 32257
VP, TREASURER0$0
EMILY BALZ SMITH
2767 FOREST CIRCLE, JACKSONVILLE, FL 32257
PRESIDENT0$0
ASHLEY T SMITH JUAREZ
1614 DUNSFORD ROAD, JACKSONVILLE, FL 32207
DIRECTOR0$0
V HAWLEY SMITH III
1665 CENTURY ACRES LANE, ST JOHNS, FL 32259
DIRECTOR0$0
990-PF for the year ended August 31, 2024: 4 people
NameTitleHours / weekCompensation
V HAWLEY SMITH JR
2767 FOREST CIRCLE, JACKSONVILLE, FL 32257
VP, TREASURER0$0
EMILY BALZ SMITH
2767 FOREST CIRCLE, JACKSONVILLE, FL 32257
PRESIDENT0$0
ASHLEY T SMITH JUAREZ
1614 DUNSFORD ROAD, JACKSONVILLE, FL 32207
DIRECTOR0$0
V HAWLEY SMITH III
1665 CENTURY ACRES LANE, ST JOHNS, FL 32259
DIRECTOR0$0
990-PF for the year ended August 31, 2023: 5 people
NameTitleHours / weekCompensation
V HAWLEY SMITH JR
2767 FOREST CIRCLE, JACKSONVILLE, FL 32257
VP, TREASURER0$0
EMILY BALZ SMITH
2767 FOREST CIRCLE, JACKSONVILLE, FL 32257
PRESIDENT0$0
ASHLEY T SMITH JUAREZ
1614 DUNSFORD ROAD, JACKSONVILLE, FL 32207
DIRECTOR0$0
TAYLOR DAY
735 ALHAMBRA DR S, JACKSONVILLE, FL 32207
DIRECTOR0$0
V HAWLEY SMITH III
1665 CENTURY ACRES LANE, ST JOHNS, FL 32259
DIRECTOR0$0

Address and contacts

Address (IRS master file)
3741 SAN JOSE PL STE 7, JACKSONVILLE, FL 32257-2433
In care of
% EMILY B SMITH
Signed the 990-PF
V HAWLEY SMITH JR, DIRECTOR
Phone
(904) 268-9990
Return prepared by
PIVOT CPAS PA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
59-3483065
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
August
Files
Form 990-PF
Category (NTEE)
Unknown (Z99Z)
Assets (IRS master file)
$4,695,464
Income (IRS master file)
$1,880,722

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$414,255$323,379$4,695,464XML
990-PFAugust 2024$1,279,262$262,672$4,486,907IRS
990-PFAugust 2023-$32,690$227,593$3,278,497XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 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 59-3483065).

Questions about EMILY BALZ SMITH FOUNDATION INC

What is the EIN of EMILY BALZ SMITH FOUNDATION INC?
The employer identification number (EIN) of EMILY BALZ SMITH FOUNDATION INC is 59-3483065.
Is EMILY BALZ SMITH FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to EMILY BALZ SMITH FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EMILY BALZ SMITH FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of EMILY BALZ SMITH FOUNDATION INC due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EMILY BALZ SMITH FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of EMILY BALZ SMITH FOUNDATION INC?
The 990-PF for the year ended August 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does EMILY BALZ SMITH FOUNDATION INC have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $414,255, expenses of $323,379 and total assets of $4,695,464 at year end.

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