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Nonprofit · EIN 63-6018078

M W SMITH JR FOUNDATION

Tax-exempt · MOBILE, AL 36633

Financials

$862K$198K2023$233K$199K2024
Revenue Expenses · by fiscal year end
Financials of M W SMITH JR FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$233,118$198,572$34,546$3,541,769$0$3,541,769
June 30, 2024990-PF$862,060$197,586$664,474$3,507,223$0$3,507,223
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$102,081
Net gain from sales of assets
$131,037

Expenses

Grants and similar amounts paid
$146,757
Compensation of officers, directors and key employees
$16,559
Disbursements for charitable purposes
$162,589
Excise tax on investment income
$3,009

Balance sheet and other

Total assets, start of year
$3,507,223
Total assets, end of year
$3,541,769
Total liabilities, end of year
$0
Net assets, end of year
$3,541,769
Fair market value of assets
$3,972,044
Qualifying distributions
$162,589
Net investment income
$233,118

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
REGIONS BANK
POST OFFICE BOX 1628, MOBILE, AL 36633
TRUSTEE1$7,652
SANDY SMITH
103 BROUGHTON ST, MONROEVILLE, AL 36460
COMMITTEE MEMBER/SECRETARY4$2,757
MARY MARTIN RISER
1809 YUILLE LANE, DAPHNE, AL 36526
CHAIRPERSON2$2,636
MARSHALL RISER
6307 MT PHILO ROAD, CHARLOTTE, VT 05445
COMMITTEE MEMBER1$1,757
MALCOLM W SMITH
2960 HIGHWAY 28 W, CAMDEN, AL 36726
COMMITTEE MEMBER1$1,757
MALCOLM PEARSON
149 BOBBITT ROAD, MEDINA, TN 38355
COMMITTEE MEMBER1$0
990-PF for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
REGIONS BANK
POST OFFICE BOX 1628, MOBILE, AL 36633
TRUSTEE1$4,263
SANDY SMITH
103 BROUGHTON ST, MONROEVILLE, AL 36460
COMMITTEE MEMBER/SECRETARY4$2,193
MARY MARTIN RISER
1809 YUILLE LANE, DAPHNE, AL 36526
CHAIRPERSON2$1,729
MARSHALL RISER
6307 MT PHILO ROAD, CHARLOTTE, VT 05445
COMMITTEE MEMBER1$1,192
MALCOLM W SMITH
2960 HIGHWAY 28 W, CAMDEN, AL 36726
COMMITTEE MEMBER1$1,192
MALCOLM PEARSON
149 BOBBITT ROAD, MEDINA, TN 38355
COMMITTEE MEMBER1$0

Address and contacts

Address (IRS master file)
PO BOX 1628, MOBILE, AL 36633-1628
Signed the 990-PF
MARY MARTIN RISER, CHAIR
Phone
(251) 342-0402
Return prepared by
SMITH DUKES & BUCKALEW 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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
63-6018078
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
1962
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$3,541,769
Income (IRS master file)
$1,570,359

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$233,118$198,572$3,541,769XML
990-PFJune 2024$862,060$197,586$3,507,223XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––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 63-6018078).

Questions about M W SMITH JR FOUNDATION

What is the EIN of M W SMITH JR FOUNDATION?
The employer identification number (EIN) of M W SMITH JR FOUNDATION is 63-6018078.
Is M W SMITH JR FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
Are donations to M W SMITH JR FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does M W SMITH JR FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of M W SMITH JR FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did M W SMITH JR FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of M W SMITH JR FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 6 people; 5 received compensation from the organization, the highest $7,652 (REGIONS BANK, TRUSTEE).
How much revenue does M W SMITH JR FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $233,118, expenses of $198,572 and total assets of $3,541,769 at year end.

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