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Nonprofit · EIN 62-6271796

HENRY LAIRD SMITH FOUNDATION

Tax-exempt · NASHVILLE, TN 37205

Financials

$1.2M$799K2023$1.7M$752K2024$1.1M$750K2025
Revenue Expenses · by fiscal year end
Financials of HENRY LAIRD SMITH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,070,011$750,409$319,602$12,811,247$0$12,811,247
December 31, 2024990-PF$1,732,894$752,042$980,852$12,491,645$0$12,491,645
December 31, 2023990-PF$1,207,669$799,380$408,289$11,510,793$0$11,510,793
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$241,698
Interest
$130,135
Net gain from sales of assets
$698,004
Other income
$174

Expenses

Grants and similar amounts paid
$601,000
Compensation of officers, directors and key employees
$62,961
Disbursements for charitable purposes
$642,827
Excise tax on investment income
$13,804

Balance sheet and other

Total assets, start of year
$12,491,645
Total assets, end of year
$12,811,247
Total liabilities, end of year
$0
Net assets, end of year
$12,811,247
Fair market value of assets
$16,857,065
Qualifying distributions
$642,827
Net investment income
$1,070,011

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
EQUITABLE TRUST COMPANY
4400 HARDING PIKE SUITE 310, NASHVILLE, TN 37205
CO-TRUSTEE10$62,961
OVERTON T SMITH
500 ELMINGTON AVENUE APT 433, NASHVILLE, TN 37205
TRUSTEE5$0
RUSSELL O STEWART
10 SANDY LAKE ROAD, CHERRY HILLS VILLAGE, CO 80113
TRUSTEE5$0
ELLEN SMITH
214 3RD AVENUE SOUTH, FRANKLIN, TN 37064
TRUSTEE5$0
JEANNETTE WARNER
715 BELLE MEADE BLVD APT AB1, NASHVILLE, TN 37205
TRUSTEE5$0
SLOAN WARNER JR
791 HARBOR POINT, LEXINGTON, KY 40502
TRUSTEE5$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
EQUITABLE TRUST COMPANY
4400 HARDING PIKE SUITE 310, NASHVILLE, TN 37205
CO-TRUSTEE10$86,709
OVERTON T SMITH
500 ELMINGTON AVENUE APT 433, NASHVILLE, TN 37205
TRUSTEE5$0
MARGARET S WARNER
11 BURTON HILLS BLVD APT 673, NASHVILLE, TN 37215
TRUSTEE5$0
RUSSELL O STEWART
10 SANDY LAKE ROAD, CHERRY HILLS VILLAGE, CO 80113
TRUSTEE5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
EQUITABLE TRUST COMPANY
4400 HARDING PIKE SUITE 310, NASHVILLE, TN 37205
CO-TRUSTEE10$75,301
OVERTON T SMITH
500 ELMINGTON AVENUE APT 433, NASHVILLE, TN 37205
TRUSTEE5$0
MARGARET S WARNER
11 BURTON HILLS BLVD APT 673, NASHVILLE, TN 37215
TRUSTEE5$0
RUSSELL O STEWART
10 SANDY LAKE ROAD, CHERRY HILLS VILLAGE, CO 80113
TRUSTEE5$0

Address and contacts

Address (IRS master file)
4400 HARDING PIKE STE 310, NASHVILLE, TN 37205-2314
In care of
% EQUITABLE TRUST CO CO-TTEE
Signed the 990-PF
EQUITABLE TRUST COMPANY, CO-TRUSTEE
Phone
(615) 460-9240
Return prepared by
PURYEAR & NOONAN CPAS

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
62-6271796
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$12,811,247
Income (IRS master file)
$3,143,019

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,070,011$750,409$12,811,247IRS
990-PFDecember 2024$1,732,894$752,042$12,491,645IRS
990-PFDecember 2023$1,207,669$799,380$11,510,793XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 62-6271796).

Questions about HENRY LAIRD SMITH FOUNDATION

What is the EIN of HENRY LAIRD SMITH FOUNDATION?
The employer identification number (EIN) of HENRY LAIRD SMITH FOUNDATION is 62-6271796.
Is HENRY LAIRD SMITH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to HENRY LAIRD SMITH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HENRY LAIRD SMITH FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HENRY LAIRD SMITH FOUNDATION 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 HENRY LAIRD SMITH FOUNDATION 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 HENRY LAIRD SMITH FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $62,961 (EQUITABLE TRUST COMPANY, CO-TRUSTEE).
How much revenue does HENRY LAIRD SMITH FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,070,011, expenses of $750,409 and total assets of $12,811,247 at year end.

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