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Nonprofit · EIN 74-2820956

THE LON AND SUSAN SMITH FAMILY FOUNDATION

Also known as SMITH LON S MD TTEE

Tax-exempt · SAN ANTONIO, TX 78209

Financials

$43$02023$39$02024$39$02025
Revenue Expenses · by fiscal year end
Financials of THE LON AND SUSAN SMITH FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$39$0$39$8,729$0$8,729
December 31, 2024990-PF$39$0$39$8,690$0$8,690
December 31, 2023990-PF$43$0$43$8,651$0$8,651
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$39

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Excise tax on investment income
$1

Balance sheet and other

Total assets, start of year
$8,690
Total assets, end of year
$8,729
Total liabilities, end of year
$0
Net assets, end of year
$8,729
Fair market value of assets
$9,330
Net investment income
$39

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
LON S SMITH
357 Terrell Road, San Antonio, TX 78209
PRESIDENT0$0
SUSAN SMITH
357 Terrell Road, San Antonio, TX 78209
SECRETARY0$0
WHITNEY S HAGAN
6334 Velasco Ave, Dallas, TX 75214
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
LON S SMITH
357 Terrell Road, San Antonio, TX 78209
PRESIDENT0$0
SUSAN SMITH
357 Terrell Road, San Antonio, TX 78209
SECRETARY0$0
WHITNEY S HAGAN
6334 Velasco Ave, Dallas, TX 75214
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
LON S SMITH
357 TERRELL ROAD, SAN ANTONIO, TX 78209
PRESIDENT0$0
SUSAN SMITH
357 TERRELL ROAD, SAN ANTONIO, TX 78209
SECRETARY0$0
Whitney S Hagan
6334 Velasco Ave, Dallas, TX 75214
DIRECTOR0$0

Address and contacts

Address (IRS master file)
357 TERRELL RD, SAN ANTONIO, TX 78209-5951
In care of
% LON S SMITH
Signed the 990-PF
LON S SMITH president, president
Phone
(210) 616-5773
Return prepared by
BDO USA

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
74-2820956
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$8,729
Income (IRS master file)
$39

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$39$0$8,729XML
990-PFDecember 2024$39$0$8,690XML
990-PFDecember 2023$43$0$8,651XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––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 74-2820956).

Questions about THE LON AND SUSAN SMITH FAMILY FOUNDATION

What is the EIN of THE LON AND SUSAN SMITH FAMILY FOUNDATION?
The employer identification number (EIN) of THE LON AND SUSAN SMITH FAMILY FOUNDATION is 74-2820956.
Is THE LON AND SUSAN SMITH FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to THE LON AND SUSAN SMITH FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE LON AND SUSAN SMITH FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE LON AND SUSAN SMITH FAMILY 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 THE LON AND SUSAN SMITH FAMILY 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 THE LON AND SUSAN SMITH FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does THE LON AND SUSAN SMITH FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $39, expenses of $0 and total assets of $8,729 at year end.

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